The live totals panel in the quote/invoice editor (LineItemsTable) summed the
per-line rounded totals and showed that as Total — so with crm_invoice_round_total
on, a 4 × (2.5h @ 32.25) invoice previewed CHF 322.52 while the saved invoice +
PDF correctly show 322.50 with a Rundung row. The preview now mirrors the backend.
- LineItemsTable gains a `roundTotal` prop. When set, it computes the clean net
(full-precision sum rounded once — same rule as backend
utils/invoiceRounding.cleanNetMinor, including the migration-119 priced
sub-item override), shows a "Rundung" row for the drift, and folds it into the
VAT base + Total. Off ⇒ unchanged (no row).
- Bill + Quote editors pass roundTotal from appSettings.crm_invoice_round_total.
- i18n: crm.lineItems.rounding (de "Rundung", en "Rounding").
The saved-invoice detail view already shows the stored clean total, so no change
there.
Per-line totals are each rounded to the cent before the net is summed, so
a long time-based invoice can drift a few Rappen from qty × rate — e.g.
68 h × 32.25 = 2193.00, but the 21 rounded line totals sum to 2193.02. This
is the standard "sum of rounded lines" convention (Stripe/QuickBooks/Xero
do the same) and it foots, but some issuers want the total to match the
customer's arithmetic.
New per-issuer setting `crm_invoice_round_total` (default OFF, no migration —
read via getAppSetting with a false default). When on, the create paths store
the full-precision net rounded ONCE (cleanNetMinor), and the drift is shown to
the reader as an explicit "Rundung" row:
Betrag Netto 2'193.02 (= Σ visible line totals, still foots)
Rundung -0.02
Gesamtbetrag 2'193.00
- New util src/utils/invoiceRounding.js (cleanNetMinor) mirrors the
migration-119 hierarchy (priced sub-items override their parent) but sums
at full precision; rate-agnostic, so mixed hourly rates reconcile to one
clean net. Single document-level VAT rate ⇒ one Rundung row.
- computeTotals (quotes) + createInvoice + payload-preview gain the toggle.
- Render contexts derive the row as storedNet − Σ(line totals); legacy/off
documents have equal values ⇒ adjustment 0 ⇒ byte-identical output.
Suppressed on Storno/Mahnung (negated net + sign-flipped lines).
- Storno/tax-report stay correct: both use the stored net scalar, which is
the clean value (createStorno negates net_amount_minor; it never re-sums).
- pdf-i18n: totals_rounding in all 6 locales (de/en/fr confident; nl/pt/ru
machine-translated — flag for native review).
- Frontend: toggle on Settings → CRM (Invoices), default off.
Tests: backend/__tests__/utils/invoiceRounding.test.js (real 68h invoice,
mixed rates, discounts, sub-item hierarchy, no-op case).
Before drawing the line-items table, the renderer inflated page 1's bottom
margin to reserve room for the bottom-pinned totals block, but the `finally`
restored it on whichever page the table *ended* on — leaving page 1
permanently short on any multi-page document. On long invoices and quotes
this caused:
- the table to break far too early (only ~6 items on page 1, large blank
gap beneath)
- the page-number stamp to land below page 1's phantom bottom margin,
auto-paginating a stray blank trailing page and desyncing the
"Seite X von Y" labels (page 1 unnumbered, the blank page labelled
"Seite 1 von N")
Let the table paginate with the document's normal margins so each page fills
to the bottom; the existing desiredTotalsY check already advances to a fresh
page when the last item row would collide with the pinned totals block.
Also suppress the IBAN block under the totals when a Swiss QR-bill slip is
appended: the slip already prints the account/IBAN in human-readable form,
so it was pure duplication. The EPC QR path keeps the block (its QR lives on
a trailing page, so on-page bank details still help).
The dedicated Approvals page rows open the underlying document on click, but the
identical card on the admin dashboard didn't — so 'clickable approvals' only half
worked depending on where you looked. Apply the same treatment: the info area is
now a button that navigates to the run entity's detail page (quote -> /admin/quotes/:id,
invoice -> /admin/bills/:id, etc.), reusing the workflows.approvals.openEntity
tooltip. Confirm/Deny stay separate; items with no mappable entity render as plain
text.
The customer's accept/decline can be toggled for crm_quotes_accept_window_minutes
(default 15) before it locks, and the public page promises exactly that. But the
booking workflow fired on the FIRST accept click and immediately converted the
quote (status -> 'converted'), so a decline within the window was rejected
('Quote cannot be responded to in status converted') — the grace period was dead
on arrival.
recordResponse / adminAcceptQuote now DEFER the workflow emit while the toggle
window is open; the new scheduler sweep finalizeQuoteResponses fires the FINAL
status once response_locked_at passes (idempotent via the new
quotes.workflow_response_emitted_at column, migration 149). A response recorded
with the window already closed (0-min window, or admin decline which locks
immediately) still emits inline. So toggling accept->decline->accept inside the
window converts at most once, for the final state, after the customer's grace
period — and a plain decline never converts.
Trade-off: with the hourly CRM scheduler, the booking flow now starts up to ~1h
after the window locks instead of instantly. Acceptable — the flow gates on admin
review anyway, and the alternative (graph-level wait) wouldn't reach already-
enabled built-ins (admin_toggled_at blocks re-seed).
Adds a finalize sweep test (deferred while open, fires + stamps once locked,
idempotent).
A quote with no explicit payment timing falls back to a single after_delivery
installment. spawnInstallmentInvoices marked those 'pending_delivery' even in
hold mode, so the booking flow's send_document -> sendInvoice threw 'Cannot send
invoice with status pending_delivery', the run failed, and no invoice email went
out (the symptom: approve the quote->invoice flow, receive nothing).
In hold mode the flow's review gate + explicit send_document IS the delivery
release, so a held invoice is always 'scheduled' (editable + sendable) regardless
of trigger; scheduled_send_at stays null so the scheduler never auto-sends it.
Non-hold after_delivery invoices keep 'pending_delivery' as before.
Adds a regression test (default after_delivery term -> draft -> scheduled+null).
Each approval asks the admin to confirm/deny, but they couldn't see what they
were approving. The row's prompt/meta area is now a clickable button that
navigates to the run entity's detail page (quote -> /admin/quotes/:id, invoice
-> /admin/bills/:id, event/contract/customer likewise) so the admin can review
before deciding. Confirm/Deny stay as separate buttons; rows whose entity has no
detail route (or no entity) render as plain, non-clickable text. Adds the
approvals.openEntity tooltip string (en + de).
These were the last guard-stubbed actions — offered in the builder palette but
refused on enable. Now all three are real, backed by existing converters:
- prepare_gallery: alias of prepare_event (a gallery IS an event in picpeak).
- reserve_date: convertToEvent({ skipInvoices: true }) — a pure draft date hold
with no money documents (new skipInvoices option on convertToEvent).
- prepare_quote: createQuote (customer entity) or duplicateQuote (quote entity),
producing a status='draft' quote; idempotent via ctx.vars.preparedQuoteId.
With no stubs left, the enable-guard switches from a hardcoded DOCUMENT_ACTIONS
list to a registry lookup: an action node whose config.action has no registered
handler is unimplementable. This can't drift from what the engine can run and
also catches typo'd/future actions. (Fixes the enable-route node mapping to
carry node.type so the action-node filter matches.)
Extends the single-connection SQLite in-trx deadlock fixes to the quote-create
path (prepare_quote runs unattended): nextQuoteNumber reads getAppSetting
through trx, createQuote logs via trx and hoists its hasColumnCached schema-drift
checks before the transaction.
Adds tests for reserve_date (no invoices), prepare_quote (draft, no deadlock),
and registry coverage; retargets the enable-guard refusal test at a genuinely
unregistered action. Full backend suite: 985 passed, 1 skipped.
The booking_full / booking_simple flows go prepare_event -> prepare_invoice,
but prepare_event was still a guard-stub, so enabling either flow returned
409 'uses actions that aren't implemented: prepare_event'.
prepare_event now calls convertToEvent({ hold: true }): convertToEvent already
creates the event as is_draft=true AND schedules its invoices, so this creates
those invoices on HOLD (scheduled_send_at NULL) and stashes their ids in
ctx.vars.preparedInvoiceIds. The downstream prepare_invoice already short-
circuits on a populated preparedInvoiceIds, so it ADOPTS the event's held
invoices instead of calling convertToInvoiceOnly again (which would both
double-create and throw ALREADY_CONVERTED_TO_EVENT). The review gate, the
wait-until-event-date, and send_document then issue those same invoices.
send_document(event)=publish is intentionally left a graceful skip — the
gallery is published manually after photos are uploaded, not auto-published
on an empty draft.
convertToEvent gains the same single-connection SQLite deadlock fixes as
convertToInvoiceOnly (getAppSetting reads through trx; logActivity moved after
commit) since prepare_event runs unattended, returns invoiceIds (incl. the
idempotent already-converted re-entry, which recovers them by event_id), and
removes prepare_event from the enable-guard list.
Adds a convertToEvent hold-mode test (draft event + held invoices + quote
linkage) and updates the enable-guard test to a still-stub action
(prepare_gallery). Full backend suite: 982 passed, 1 skipped.
Implements the draft-seam booking cutover so the booking_invoice_only flow
becomes enableable. The booking flows trigger on quote.accepted, so the run
entity is the quote:
- prepare_invoice: convertToInvoiceOnly({draft:true}) creates the invoice(s)
on HOLD (scheduled_send_at NULL, status stays 'scheduled') so the scheduler
never auto-sends before the review gate; crash-recovery recovers drafts by
the quote's deal_uuid. Stores ids in ctx.vars.preparedInvoiceIds.
- prepare_contract: createFromQuote (idempotent via converted_contract_id).
- send_document: dispatches the prepared draft (invoice -> sendInvoice each id,
contract -> sendContract).
- resolveActor: quote creator -> workflow creator -> first admin.
- prepare_contract/prepare_invoice/send_document removed from the enable-guard
list; prepare_event/prepare_quote/prepare_gallery/reserve_date still guarded,
so booking_full/booking_simple stay blocked until the event-path increment.
Fixes a latent single-connection SQLite deadlock these unattended paths would
hit: getAppSetting/logActivity/adminActor read or write the global db, which
deadlocks when issued inside an open knex transaction. Thread the active trx
through getAppSetting, logActivity, nextInvoiceNumber, nextContractNumber, the
spawnInstallmentInvoices audit log, and hoist adminActor before createFromQuote's
transaction. convertToInvoiceOnly now logs after commit and returns invoiceIds.
Adds bookingCutover integration test (hold-mode null send-at, normal scheduled
contrast, contract path no-deadlock) and a route test that the now-implemented
booking invoice actions can be enabled.
handleSubmit required a password whenever requirePassword was true, but the
password field only renders on the inline-email path (requirePassword &&
customerEmail). For a password-protected gallery with no inline email the field
was hidden, so submit blocked on the missing password and the dialog never
closed. Gate password collection + validation on a single `needsPassword`
(requirePassword && customerEmail); the no-inline-email path publishes without
re-entering the password (existing hash kept, customer reaches it via portal).
Publishing a gallery with no inline customer_email but assigned customer
account(s) previously sent nothing (the dialog said "no notification"). Now the
publish route falls back to the existing customer_gallery_assigned "your
galleries" email (sent per assigned active account in their preferred language)
so registered customers learn the gallery is available. Inline-email path
(gallery_created) is unchanged.
The publish dialog now reflects this: with an inline email it notifies that
address; with only assigned accounts it says the account(s) will be notified;
with neither, the button is just "Publish" (no false notify promise). Exports
notifyCustomerOfNewAssignments; EN/DE strings added.
When an event has no inline customer_email/host_email but has customer
account(s) assigned (event_customer_assignments), the pre-event reminder now
sends to those registered customers instead of skipping with no_recipient.
Recipients sent to an assigned account are queued WITHOUT eventId so the
language resolver uses the customer's preferred_language (vs the event's
language for inline-email sends). Applies to both the flow path
(sendReminderForEvent) and the legacy pass. The gallery-ready mail deliberately
does NOT fall back to accounts — only the reminder does. Test covers the
no-inline-email + assigned-customer case.
Language priority is event.language → customer preferred_language → app default
→ … → en, but it was keyed on email_data.eventId, which only queueEmail injects.
Direct email_queue inserts (e.g. the gallery-publish "notify customer" path) set
the event_id COLUMN but not email_data.eventId, so those mails skipped
event.language and fell through to the default — e.g. a gallery-ready mail in EN
while the same event's pre-event reminder (sent via queueEmail) was DE.
The processor now backfills emailData.eventId from the authoritative event_id
column before rendering, so every send path resolves language from the event
consistently.
composePayload pre-formatted event_date to DD.MM.YYYY, but emailProcessor runs
date variables through formatDate(value, language) — new Date("25.06.2026")
can't parse → the email rendered "Invalid Date". Pass the raw event_date and let
the processor localise it, matching the expiry mailer's contract. Pre-existing
in the migration-143 composePayload (dormant while the legacy pass was gated
off); surfaced once the pre_event_email flow ran.
Replaces the one-shot guarded POST with the maintainer's intended end-state: the
webhook node now references a CONFIGURED webhook subscription (Settings →
Webhooks) and enqueues a real webhook_deliveries row via
webhookService.enqueueForWebhook. Delivery then rides the existing worker
pipeline, inheriting — not reimplementing — per-delivery SSRF re-validation
(validateExternalUrl / GHSA-wmjx-pc37-272r), HMAC signing with the
subscription's secret, retry/backoff, and the deliveries audit log.
- webhookService.enqueueForWebhook(webhookId, eventType, data): enqueue for one
active subscription, bypassing fire()'s event-type matching. No schema change.
- webhook action: config.webhookId; unset/missing/inactive → observable skip;
dry-run does not enqueue. event_type = workflow.<trigger>.
- Editor: webhook node config is now a subscription dropdown (was a raw URL),
fed by the admin webhooks list, with a hint pointing to Settings → Webhooks.
- EN/DE strings; test asserts enqueue + dry-run no-op + inactive skip.
Second-review loose end: the `webhook` node type passed validation but had no
registered handler → engine dispatched to registry.getAction('webhook') →
undefined → every run silently skipped. An enabled webhook flow no-op'd.
Register a real `webhook` action (covers both the webhook node type and the
"Call a webhook" action). It POSTs the run context to config.url, guarded by
validateExternalUrl — the same NAT64/private-range SSRF protection the webhook
delivery worker uses (GHSA-wmjx-pc37-272r) — with no redirects and a timeout,
unless WEBHOOK_ALLOW_PRIVATE_URLS=true (local-dev opt-out). Missing URL /
rejected URL / network error record an observable skipped step, not a crash.
So the action is now implemented → it passes the enable guard legitimately.
Test covers dry-run, missing-url, and metadata-IP (169.254.169.254) rejection.
Renaming an event type's slug_prefix is editable in the UI but previously
orphaned everything keyed on the old slug: existing events/quotes (their
event_type) detached, and the authored per-type pre-event reminder template
(event_reminder_<slug>) was left behind → reminders fell back to default.
updateEventType now cascades atomically when the slug changes: re-points
events.event_type + quotes.event_type old→new and renames the
event_reminder_<old> template to <new> (guarded so it never clobbers an existing
target). So a photographer can rename a type to e.g. "concert" and the edited
subject/body follow. Column check resolved before the transaction (avoids the
SQLite global-read-in-trx deadlock). Tests cover the cascade + no-clobber.
The reminder template family (prefix) is now chosen on the notify_pre_event
block via config.templateGroup (default 'event_reminder'); within that group the
exact template is still auto-resolved per event type:
<group>_<eventType> if authored → else <group>_default
So an admin can point a flow at a different reminder family, while wedding/
birthday/… routing and the catch-all fallback stay automatic. resolveTemplateKey
now takes (eventType, group) and tolerates a trailing "_" on the group.
Editor: notify_pre_event (+ the gallery notify actions) added to the action
dropdown, with a "Reminder template group" field and hint. Seed sets
templateGroup='event_reminder' on the built-in (v4). EN/DE strings. Tests cover
the per-type / group-default resolution.
The reminder query joined customer_accounts on events.customer_account_id — a
column the events table doesn't have (events store the recipient inline as
customer_email/host_email, like the gallery emails). So the query threw, the run
failed, and no pre-event email went out for an event that has an email but no
CRM customer account. Latent in the legacy pass (gated off by default); surfaced
the moment the pre_event_email flow ran notify_pre_event.
Both runEventReminderPass and sendReminderForEvent now read the recipient from
the event's own columns (customer_email || host_email, name from
customer_name || host_name) via SELECT events.* — no join, safe on installs
predating the customer_email column. Regression test covers an event with a
direct email and no customer account.
Concern #2: switch eq/neq to ===/!== (drop the eslint-disable); a filter
{value:0} no longer matches false/''/null. Comment corrected — no implicit
type normalisation; filter authors match the payload type.
- gate decision with no matching edge → run fails (not silent done)
- enabled-based mutex: legacy reminder pass stands down only when the flow is on
- built-ins now seeded disabled (v6/v2/v3); re-seed flips never-touched defaults
but preserves an admin_toggled_at-owned flow
- route: rejects unknown node type; refuses enabling a flow with unimplemented actions
Confirm dialog on the list page when toggling a built-in OFF, clarifying it
reverts to the previous built-in/legacy behaviour rather than turning the
automation off (review concern #4). The enable-refusal for unimplemented flows
surfaces via the existing toggle error toast (backend 409). EN + DE strings.
Review concerns #1/#2/#3/#5:
- validateGraph whitelists node types (rejects a typo'd 'actoin' that would
no-op every cycle).
- Caps graph size: max 200 nodes / 500 edges / 16KB per-node config — a
workflows.manage user can't DoS the DB with a giant graph.
- Refuses to enable (create/update/PATCH) a flow whose graph references
unimplemented stub actions (the booking prepare_*/send_document), with a
clear 409, so an admin can't enable a flow that silently drops the work.
- Stamps admin_toggled_at on admin enable/disable/edit (sentinel for the seeder).
matchFilter strict-equality fix lives in the engine commit.
Per review: the four cutover built-ins (dunning, gallery_expiring,
gallery_expired, pre_event_email) now ship enabled:false. The mutual-exclusion
guards revert to ENABLED-based (isBuiltinFlowActive, not existence) so the
legacy paths keep running until the admin enables a built-in — enabling cuts
over, disabling reverts to legacy (fixes concern #4's "disable = silent dark"
foot-gun; no automation goes dark on upgrade).
admin_toggled_at sentinel (migration 148) marks admin ownership; the boot
re-seeder applies a shipped default-flip (enabled→disabled) only to
never-touched built-ins and never overwrites an admin's enable/disable/edit
(nit #1). SEED_VERSIONs bumped so the disabled default propagates.
Nit: applyReminder unlinks the just-rendered Mahnung PDF if queueEmail throws
(no orphan file).
Blocker #1: GET /workflow-approvals/:token/:action no longer mutates. Email
clients + security scanners (Outlook Safe Links, Gmail, Proofpoint, AV
link-checkers) GET links before the human clicks, which previously advanced a
payment-confirm gate silently. GET now renders a confirm/deny interstitial via
a new read-only peekApproval(); only POST calls actByToken.
Blocker #2: a gate decision with no matching edge now failRun()s instead of
finishRun(). resumeRun matches the decision handle EXACTLY (no fall-back to
outEdge's sole-edge heuristic), so a 'deny' with only a 'confirm' edge fails
loudly in run history instead of taking the confirm path / a green 'done'.
A quote can now choose which flow runs on acceptance instead of every enabled
quote.accepted flow firing. Migration 147 adds quotes.booking_workflow_id; the
editor shows a "Booking workflow (on acceptance)" dropdown listing the
quote.accepted flows (workflow-engine flag only); emitQuoteEvent passes it as
the new emitWorkflowEvent targetWorkflowId so ONLY the picked flow runs (still
gated on enabled + trigger match → a disabled/None selection runs nothing).
Adds the booking_invoice_only built-in (quote.accepted → prepare invoice →
review gate → send; no event/gallery, no wait), the variant requested for
shoots billed without an online gallery. Disabled stub like the other booking
flows until the prepare_*/send_document cutover.
Tests: targetWorkflowId runs only the selected flow; invoice-only built-in has
no wait/prepare_event.
The fee accumulates on every fee-bearing reminder (2nd onward), not just the
2nd — relabel the toggle (EN + DE + code fallback) to match the behaviour.
The last-resort fallback hardcoded 'wedding', which breaks when the admin has
disabled that type. resolveDefaultEventType now prefers the generic 'other'
catch-all when active, else the first active type by display order, and only
uses a literal as a final guard if the catalog is empty/unreadable. The chosen
quote type and the crm_default_event_type setting still take precedence.
Quotes now carry an event type (migration 146: quotes.event_type, the
event_types.slug_prefix), chosen from the active event-types catalog in the
quote editor's Event section. convertToEvent reads it instead of the
unconditional hardcoded 'wedding': quote.event_type → crm_default_event_type
setting → 'wedding' as last-resort seeded fallback. When the booking flow's
prepare_event is wired, it reads the same field.
Backend: createQuote/updateQuote persist event_type (hasColumn-guarded);
adminQuotes route accepts + returns eventType. Frontend: FormState + payload +
load + a catalog-sourced dropdown ("— Use default —"); EN/DE strings.
- Booking built-ins reordered: prepare the invoice EARLY (admin adjusts line
items), admin approves at the review gate whenever, then the wait holds
dispatch until the event date and it sends itself. prepInvoice → reviewInvoice
→ waitEvent → sendInvoice (both booking_full and booking_simple; v3).
- Flow editor now reads/edits/saves trigger_config; the pre-event "days before
event" lead time is editable in the canvas toolbar (was only in settings,
which the cutover removed — closing that gap).
- Dashboard: pending-approvals card under "Events Expiring Soon" (workflows flag
+ non-empty only), with inline Confirm/Deny.
Confirms the design: a gate's confirm edge can feed a wait, so an admin OK
before the event parks the run at the wait and the scheduler dispatches on the
date. New test covers confirm-early-then-wait-dispatches.
Seed gallery_expiring / gallery_expired built-ins and make the live automations
flow-owned, with zero feature loss:
- New delegating actions (notify_gallery_expiring / notify_gallery_expired /
notify_pre_event) call the EXISTING send functions, so the engine path is
byte-identical to the legacy hourly checker/pass (same templates, recipients,
variables, dedup, per-event overrides, sent_at idempotency).
- Cutover built-ins (invoice_dunning, gallery_expiring, gallery_expired,
pre_event_email) now ship ENABLED; booking flows stay disabled (stubs).
- The legacy paths stand down via existence-based isBuiltinFlowPresent guards:
once a built-in is seeded (flag on) the engine is the single switch — flow
enabled = it sends, flow disabled = off — so no double-send and reminders/
expiry emails can still be fully turned off.
- emitDueEventReminders now honours the per-event reminder controls
(disabled / offset / sent_at) so pre-event timing is faithful; fixed a
Number(null)===0 offset bug.
Settings UI cutover is gated on the `workflows` flag (default off): when the
engine is live, the dunning reminder schedule (CRM settings) and the pre-event
global toggle (Reminder emails) are replaced with a "now in Workflows" callout;
when it's off, the legacy controls stay so flag-off installs lose nothing. The
late-fee math and installment-trigger defaults stay (fee math / scheduler-owned).
Split/installment invoices intentionally remain scheduler-driven (no flow).
Booking built-ins now gate every outbound document on an explicit admin OK:
prepare_* drafts the doc, the admin adjusts line items/terms, confirms the
"Review … before sending" gate, and only then does send_document fire. Added to
booking_full (contract + invoice) and booking_simple (invoice); seed versions
bumped so the disabled built-ins self-heal.
Migrated the remaining time- and event-driven triggers into the engine, all
additive / best-effort / fail-closed (no behaviour change when the flag is off):
- gallery.published (event creation)
- gallery.expiring + gallery.expired (expiration checker, alongside the email)
- quote.sent (was queued but never emitted — gap closed)
- contract.sent + contract.signed (sent, fully-signed via counter-sign or wet upload)
- customer.created (direct add + invitation accept)
- invoice.overdue (status→overdue flip, deduped per invoice)
Editor trigger list extended to match. Tests assert the review gates wire
confirm→send on both booking flows.
The workflow/dunning suites boot the full core-migration set in beforeAll via
bootCrmDb. In isolation that's ~1.3s, but under full-suite parallel load on a
small CI runner it can exceed Jest's 5s default, timing out beforeAll and
failing every test in the file (the CI flake). Match the existing pattern used
by the other migration-heavy CRM suites (discountLineItems, incomingInvoiceRebill)
and set jest.setTimeout(30000) on workflowEngine, workflowRoutes and
invoiceDunning.
Three more editable built-in flows, seeded disabled like the dunning ladder:
- booking_full: quote.accepted → prepare/send contract → admin "signed?" gate
→ create event → wait to event date → prepare/send invoice
- booking_simple: the no-contract path (quote.accepted → event → invoice)
- pre_event_email: customer reminder + admin heads-up, fired daysBefore the
event date
The booking document actions stay stubs (observable skipped steps) until the
booking cutover. pre_event_email uses the already-wired send_email action, so
it is functional once enabled — backed by a new scheduler emitter
(emitDueEventReminders) that fires event.date_approaching for events entering a
flow's lead window, deduped per event. Refactors the boot seeder to a built-in
registry so each flow self-heals on its own SEED_VERSION.
Engine testRun() walks the whole graph immediately: waits pass through,
gates auto-confirm, side-effecting actions short-circuit to {dryRun, would}
so no real emails go out. POST /admin/workflows/:id/test-run returns the
run status + per-node step log. Admin list gets a flask button that opens
a result modal with an optional entity id (e.g. invoice) for conditions.
Closes the crash-safety gap: a run left in running/pending by a crash had
nothing to resume it (the scheduler only wakes 'waiting'). Adds a heartbeat
(workflow_runs.updated_at, stamped on every node advance + start/resume) and a
recoverStaleRuns() sweep that re-enters runs whose heartbeat has gone stale
(>10 min) from their persisted node. Runs on the scheduler tick AND the boot
tick, so a restart catches anything stranded during downtime.
Re-entry is at-least-once (the current node may re-execute) — loop counters +
the late-fee math are idempotent, so the only residual risk is a duplicate
reminder email. An attempts counter (migration 145, cap 5) marks a run failed
instead of recovering a node that reliably crashes the process (crash-loop
backstop). Flag-gated. Tests: orphan-resume + crash-loop cap.
Covers the tax-sensitive bits the dunning rework added (previously untested):
flat vs percent fee, the VAT toggle applying the org rate AND no-op'ing when
the org has no VAT rate, per-reminder accumulation (2nd=1x / 3rd=2x), the
invoice total staying immutable while the fee is tracked, and the 3-reminder
cap. Exports the fee resolvers + applyReminder for testing; PDF render stubbed
(flaky in CI, verified manually). 6/6 pass.
Corrected dunning model (Mara): a Mahnung is a reminder LETTER showing the new
total (original + Mahngebühr), NOT a separate invoice and NOT a mutation of the
issued invoice.
- The invoice PDF no longer shows the fee (buildInvoiceRenderContext reports
lateFeeAmountMinor 0) and is NEVER re-rendered by a reminder — it stays
immutable (§14/§11).
- applyReminder now: tracks the fee as dunning state on the row (gross
late_fee_amount_minor + new late_fee_vat_minor for the VAT portion, migration
144), renders a separate MAHNUNG PDF (pdfService 'mahnung' kind — reuses the
invoice layout: same lines + Mahngebühr row + new total, 'Mahnung' title, no
QR), stored under storage/business-docs/mahnung/, and attaches BOTH the
unchanged original invoice + the Mahnung to the reminder email.
- Fee resolvers split into net + VAT-rate (toggle + org-rate gated); a gross
wrapper feeds the payment-check preview. en + de PDF title.
Outstanding/collections still read late_fee_amount_minor (now dunning state).
P3 (tax-report/Banana booking of the Mahngebühr VAT) stays Treuhänder-gated.
Syntax + 17/17 workflow/invoice tests green.
NOTE: the Mahnung PDF render path isn't unit-tested (PDF rendering is flaky in
the test env) — eyeball on the dev box: fire a level-2 reminder, confirm the
Mahnung PDF shows the new total and the original invoice PDF is unchanged.
Mahngebühr VAT differs by country (CH: liable; DE/AT: not), so it's now a
toggle (crm_invoices_late_fee_vat_enabled, seeded into migration 143 in place
since it isn't deployed yet — no compensation migration). When on, VAT is
added on top of the net fee at the org's default rate
(business_profile.vat_rate_default). Gated so it's a NO-OP when the org doesn't
charge VAT (default rate 0/unset) — i.e. enabling the toggle on a non-VAT org
adds nothing, as required. Settings UI: a self-documenting checkbox.
The fee is treated as net + VAT-on-top; the tax-report VAT breakdown for the
fee is part of the deferred dunning-document rework. tsc 0, build green,
9/9 workflow tests.
New escalate_to_collections action: when the 3-reminder loop ends still
unpaid, consolidate ONE email to the admin — customer data, outstanding
(invoice + late fees − paid), and the invoice PDF attached — ready to forward
to an Inkasso agency / for Betreibung. Internal mail, sent immediately; does
NOT touch the invoice. New invoice_collections_handoff email template (en +
native de, seeded by the boot self-heal). Wired into the built-in dunning
flow: loop 'exit' → collections → end (seed v4, re-seeds the disabled
built-in). Selectable + labelled in the canvas editor. Tests 9/9, tsc 0,
build green.
- Late fee can now be a FLAT amount OR a PERCENTAGE of the invoice gross
(crm_invoices_late_fee_type/_percent, migration 143; defaults preserve the
current flat behaviour).
- Fee is charged from the 2nd reminder onward and accumulates per fee-bearing
reminder (2nd = 1×, 3rd = 2×), computed from the level so re-applying a level
never stacks. New resolvePerReminderFeeMinor() shared by applyReminder + the
payment-check fee preview.
- Reminder ladder extended to 3 levels (caps raised in sendReminder +
recordPaymentCheckAction); the built-in dunning flow now loops 3× (seed v3,
re-seeds the disabled built-in on boot).
- Settings UI: flat/percent toggle + percent field, and a prominent AGB
callout — a late fee is only enforceable if the concrete amount is stated in
the terms (Mara's wording), 'verify with your Treuhänder'. en + native de.
The fee math is examples-only / Treuhänder-verify; issued invoices stay
immutable (the fee is tracked in late_fee_amount_minor, not folded into the
original total). Tests 17/17, tsc 0, build green.
A 'Text' toggle in the editor toolbar swaps the canvas for the whole flow as
pretty JSON ({name, trigger_type, enabled, nodes, edges}). Copy it to share or
hand to an LLM, or paste a flow and 'Load into editor' (validates parse + one
trigger; backend re-validates on Save). Imported nodes land at 0,0 — one
'Clean up layout' click arranges them. en + native de.
Adds a one-click tidy that re-lays the graph top-to-bottom with dagre
(@dagrejs/dagre) and fits the view — handles the loop-back cycle by breaking
it internally. en + de string.
Addresses editor UX feedback:
- Dark mode: pass React Flow's colorMode (admin isDark) so the zoom/lock
controls, minimap and selection render dark instead of white-on-black.
- Readable nodes: show a human label derived from type+config (e.g. 'Invoice
paid?', 'Send payment-check email', 'Repeat ≤ 2×', 'Wait until due date')
instead of the raw node_key, and label each output handle on the node
(yes/no, confirm/deny, loop/exit) so branching is self-explanatory.
- Structured config: replace the raw-JSON textarea with a per-node form
(NodeConfigPanel) — dropdowns for action/condition/recipient/operator,
typed wait/loop/gate fields, live-applied; an 'Advanced (JSON)' expander
remains for anything the form doesn't cover.
- en + native de strings for all of it.
tsc 0 errors, build green.
On Postgres, knex .insert() without .returning() resolves to [], so ins[0]
was undefined → the child workflow_nodes inserts hit a NOT NULL violation and
the whole transaction rolled back. Result on PG: migration + tables present
but zero rows — the seeded dunning flow never persisted, and the 'New
workflow' button would 500. SQLite returns the row id, so the test harness
masked it.
Add .returning('id') and normalise the {id} (pg) vs bare-id (sqlite) shapes
(same pattern as the crmDb harness) in both the built-in seed and the admin
create route. Tests stay green on SQLite (17).
Makes the built-in dunning flow a faithful replacement for the hardcoded
reminder ladder instead of a disabled representation:
- queue_payment_check action delegates to invoiceService.queuePaymentCheckEmail,
so the proven confirm + reminder_level + Mahngebühr state machine
(recordPaymentCheckAction) stays the single source of truth — the workflow
only decides WHEN the payment-check email (the gate) fires.
- runScheduledTasks now SKIPS the hardcoded reminder batches when workflows is
on AND the invoice_dunning built-in is enabled, so the two never double-send.
- The built-in graph is re-authored to the delegation model (wait→due, grace,
loop: check-paid → payment-check → wait-gap), dropping the redundant gate +
generic reminder emails. A SEED_VERSION re-seeds the disabled, never-activated
built-in on boot but never touches an enabled/edited one.
Tests: delegation graph shape, re-seed-when-stale, enabled-protection (9 engine
+ 8 route = 17 passing).
Adds the workflows.* block (list, approvals inbox, canvas editor) to en.json
and de.json so the Workflows UI no longer renders English inline fallbacks
under a German UI. DE authored natively.
Adds the admin Workflows surface (top-level nav, gated by the workflows
flag + workflows.view): a list page (enable toggle, delete, new), a
pending-approvals inbox (confirm/deny), and a React Flow (@xyflow/react)
canvas editor — palette to add nodes, drag handle→handle to connect
(branch/gate/loop expose yes-no / confirm-deny / loop-exit handles), a
side-panel JSON config editor, and save (writes a new version). Routes +
sidebar entry + workflows.service. Build + tsc clean.
NOTE: the workflow page strings render via inline English fallbacks; DE
translations for the workflows.* block are still pending native review.
Boot self-heal seeds the corrected gate-in-loop dunning graph (wait→due,
grace wait, invoice_paid check, confirm-no-payment gate, bounded reminder
loop with re-check, final notice) keyed on builtin_key='invoice_dunning',
sized from the reminder_first/second_days settings. Seeded DISABLED and
is_builtin: live reminder behaviour is UNCHANGED (the hardcoded scheduler
ladder still runs) — enabling it pre-cutover would double-send, so the
engine cutover is a deliberate follow-up. Idempotent (preserves admin edits).
Built-ins refuse delete (enforced in the CRUD route). Test covers seed shape
+ idempotency.
GET/POST/PUT/PATCH/DELETE /api/admin/workflows with graph read/write (PUT
writes a fresh node/edge set under version+1 and bumps workflows.version so
in-flight runs keep their pinned version). Run-history (/:id/runs,
/runs/:runId/steps) and the pending-approval inbox (GET /approvals,
POST /approvals/:id/:action → actById) round it out. Gated by the workflows
flag + RBAC (view for reads, manage for writes); built-in flows refuse
delete; graph validated (exactly one trigger, unique keys, edges reference
known nodes). Route tests cover CRUD, validation, version bump, toggle,
inbox, and the 403 permission gate.
gate_setup action creates a workflow_approvals row (single-use token stored
as SHA-256 hash) and emails the admin confirm/deny links immediately
(internal mail, no business-hours floor). actByToken / actById finalize the
approval and resume the run down the matching confirm/deny edge; both are
idempotent (a second click → 'already recorded') and respect expiry. Public
GET /api/public/workflow-approvals/:token/:action returns a small HTML
confirmation page (clickable from email, single-use so prefetch can't
double-act). listPending backs the webview inbox (wired in the CRUD phase).
Test covers gate→approval→email→token-confirm→resume + idempotency.
Wires the workflow event bus into the hot paths, AFTER each commit:
- invoiceService.sendInvoice → invoice.sent (idempotent per invoice id, so
overdue re-sends don't double-fire)
- invoiceService.markPaid → invoice.paid, only on the transition into paid
(transaction result captured so the emit runs post-commit, never rolling
back a recorded payment)
- quoteService.recordResponse / adminAcceptQuote / adminDeclineQuote →
quote.accepted / quote.declined via a shared emitQuoteEvent helper that
resolves the customer email for downstream send_email actions
All emits are best-effort and fail closed when the workflows flag is off.
Existing invoice/quote integration tests still green.
Adds send_email (INTERNAL/admin = immediate, EXTERNAL/customer = business-
hours floor via queueEmail's respectBusinessHours) and the invoice_paid
condition (paid_at / status / cumulative paid_amount). Registers the
prepare_quote/contract/event/gallery/invoice + send_document + reserve_date
document actions as recognized-but-not-yet-wired (record an observable
skipped step rather than crashing a flow). index.js side-effect-imports the
handlers. Tests cover the customer-mail routing + the invoice_paid logic.
Adds engine.runDueWaits() — polls waiting runs whose wake_at has passed and
resumes the ones parked on a wait node (gate timeouts handled later by the
approvals layer). Flag-gated (fails closed when workflows is off). Wired into
the existing hourly invoiceScheduler tick in its own try/catch so a workflow
failure never suppresses the invoice/reminder jobs. Test covers not-due vs
elapsed resume.
Graph executor that walks nodes/edges per run: trigger, condition/branch
(registered conditions → yes/no edge), bounded loop (counter in context +
maxIterations cap), wait (status=waiting + wake_at for the scheduler), gate
(status=waiting; resumed via confirm/deny edge), action/webhook (registered
handlers). emitWorkflowEvent creates one idempotent run per matching enabled
workflow (unique dedup_key) and fails CLOSED if the flag system is
unavailable; never throws into callers (safe to call after commit). Every
node records a workflow_run_steps row. Registry seeds primitive
conditions (always/never/expr) + actions (noop/log/set_context). Integration
test covers loop+wait resume, gate confirm, and dedup.
Adds the workflow engine's graph data model — workflows, workflow_nodes,
workflow_edges (versioned so in-flight runs keep their version),
workflow_runs (status/current_node/context, wake_at for the scheduler,
unique dedup_key for idempotency), workflow_run_steps (per-node audit),
and workflow_approvals (hashed email confirm/deny token + webview inbox).
Seeds workflows.view / workflows.manage and grants them to super_admin +
admin. Loose-FK integers per the whatsapp_queue/expenses convention;
idempotent hasTable guards + reversible down().
New opt-in 'workflows' master flag (default off) across the backend
KNOWN_FLAGS/DEFAULT_FLAGS and the frontend FeatureKey union, context
defaults, and a new Automation section card in the Features tab. Gates
the upcoming Workflows admin area and the engine runtime. en/de i18n
added (DE native).
PR #649 takes migration 137 (add_whatsapp_template_language). Renumber the
slideshow migrations to slot in after it:
- 137_add_slideshow_share.js -> 138_add_slideshow_share.js
- 138_add_slideshow_styling.js -> 139_add_slideshow_styling.js
and update the slideshow migration-number references in comments/types. No
content change — both are additive + addColumnIfNotExists-guarded, so re-running
under the new filename on an already-migrated DB is a safe no-op.
Each /state poll fired ~10 getAppSetting reads to resolve the watermark/fit;
a leaked link x N tabs amplified that linearly (review concern 2). Add a
5s-TTL cached bundle (utils/slideshowGlobals) for the global slideshow_* +
branding-logo settings, invalidated on PUT /admin/settings/slideshow so admin
live-edit stays instant. slideshowSettings now does ~2 reads per poll (event
row + photo count) on a cache hit. Also documents the frontend
optimistic-default nit.
The slideshow JWT reuses type:'gallery', so verifyGalleryAccess accepts it on
every gallery route — a leaked projector link could download (single/all/
selected), upload (when allow_user_uploads), or post feedback for up to ~12h,
beyond its display-only contract. Add a `denySlideshowToken` middleware (403
when req.accessLevel==='slideshow') after verifyGalleryAccess on those 5 routes.
The photo-display routes (/photos, photo/thumbnail/preview/hero) stay open — the
kiosk needs them. +4 tests mint a real slideshow JWT and assert 403. Docs note
that Regenerate/Disable isn't instant revocation (~12h) and the feature flag is
the hard cut-off.
- docs/live-slideshow.md: full feature guide (enable, generate link, run on a
projector, global Settings -> Slideshow defaults, per-event overrides, how
live updates work, security notes).
- README: Live Slideshow bullet under Key Features, a Live Events use case, and
a Documentation quick link.
25 tests over two files, using the integration test-DB helper (real sqlite,
all migrations):
- slideshowPublic: resolveSlideshow guards (feature-flag kill-switch -> 404,
unknown/null token, expired/draft/archived), the watermark cascade (global
look + per-event on/off + source->URL resolution + "null when no logo"),
image fit, and /session minting (token + cookie). Regression-guards the
app_settings reads (vs the nonexistent `settings` table bug).
- slideshowAdmin: generate/disable/regenerate, PATCH display + watermark mode,
feature-flag 403, no-token 401, and PUT /admin/settings/slideshow validation
+ clamping. Both generate and PATCH assert success despite events having no
`updated_at` column (the original 500).
The slideshow display preset (transition / interval / speed / color filter) was
set PER EVENT TYPE in the Edit Event Type dialog. Replace it with a single
picpeak-wide default in Settings -> Slideshow ("Default style for new
slideshows"). New events seed their show_* columns from this global preset
(was: from the event type's slideshow_preset); the per-event override is
unchanged.
- Removed event_types.slideshow_preset usage everywhere (EventTypeModal section,
eventTypes.service types, eventTypeService whitelist, adminEventTypes
validators/POST). The DB column from migration 138 is left inert.
- Global preset stored in app_settings (slideshow_interval_ms/transition/
transition_ms/colorfilter), saved via PUT /admin/settings/slideshow.
- adminEvents create-seeding now reads the global preset (getAppSetting) instead
of the event type.
- en/de: presetTitle + presetHint.
object-fit was hardcoded to 'cover', which crops portrait photos heavily. Add a
global `slideshow_fit` setting (Settings -> Slideshow): 'cover' fills + crops,
'contain' shows the whole image with black bars (no crop). Default 'cover'
(unchanged). Stored in app_settings (no migration), resolved server-side into
the slideshow settings + /state poll so a running projector picks it up live.
Disabling the `slideshow` feature previously only hid the admin UI — the public
/show/:token route ignored the flag, so already-minted links kept working. Gate
resolveSlideshow on isFeatureEnabled('slideshow') so every /session and /state
404s when the feature is off: clicking Start shows "link not active" and a
running projector stops within one /state poll. Belt-and-braces: also gate the
admin generate + settings PATCH endpoints with requireFeatureFlag so links can't
be minted/changed while off (disable stays open so stale tokens can be cleared).
The watermark look (logo / position / opacity / style) was configurable in three
places — the global Settings tab, the per-event-type preset, and the per-event
card. Consolidate it to ONE: the global Settings -> Slideshow tab. Per-event and
per-event-type now carry only the watermark MODE (inherit / on / off) — the
override structure — and render with the global look.
- New global "Size (% of screen)" control (slideshow_watermark_size, vmin-based)
so the logo can be scaled; resolved server-side into the watermark payload and
applied to the kiosk <img>.
- Backend slideshowSettings resolves the whole look from app_settings always;
per-event show_watermark only toggles enabled. adminEvents PATCH + type-preset
seeding no longer accept/seed per-event look fields; unused enums removed.
- Frontend SlideshowStyle drops the look fields (mode only); SlideshowStyleFields
watermark section is a single mode select with a "configured under Settings"
hint; SlideshowSettingsCard + Event type cleaned up.
- en/de: watermarkSizeLabel + watermarkModeHint.
(events.show_watermark_{source,position,opacity,style} columns from migration
138 are left in place but inert — the look is global now.)
- New `slideshow` feature flag (backend KNOWN_FLAGS/DEFAULT_FLAGS, frontend
FeatureKey + context default, a toggle card under Settings -> Features -> Core).
Default off; strictly opt-in.
- Move the global watermark defaults off the Event Types page into a dedicated
Settings -> Slideshow tab (new SlideshowSettingsPage), shown only when the flag
is on.
- Gate the per-event Live Slideshow card and the per-event-type preset section
behind the flag too (and stop writing a type preset when it's off).
- en/de strings for the feature card + settings tab.
The flash overlay had no base opacity and the keyframe animation has fill-mode
none, so after the first dip it reverted to opacity 1 and stayed opaque between
slides — hiding the image, then briefly revealing it on each advance. Set base
opacity 0, and swap the image at the flash peak so the cut stays hidden.
The slide <img> used maxWidth/maxHeight:100% with no width/height, so it
rendered at the photo's intrinsic size (e.g. the 1920px preview) and never
scaled up to the projector, leaving black bars all around. Pin the image to
100% x 100% and use object-fit: cover so it fills the whole page.
slideshowSettings used settingsService.getSetting, which queries db('settings')
- a table that does not exist in this app (globals live in app_settings). Every
GET /gallery/:slug/show/:token/session and /state therefore threw and returned
500 INTERNAL_ERROR once a valid token resolved. Switch to getAppSetting
(utils/appSettings), which reads app_settings where the slideshow_watermark_*
and branding_* values are actually written.
Log the failing request (status + body) to the console and show the backend
error message in the toast instead of a generic "Error", so failures are
diagnosable without server log access.
The events table has no updated_at column (only created_at, and no migration
adds one), so the slideshow generate/disable/settings endpoints 500'd with
'column "updated_at" does not exist'. Write only the show_* columns, and guard
the settings PATCH against an empty update.
Adds the slideshow.* block (transitions, color filters, watermark mode/style/
source, global defaults) and eventTypes.form.slideshowPreset labels in English
and German.
- per-event Live Slideshow card on the event detail page: generate/copy/
regenerate/disable the share link + live style (transition, timing, color
filter, watermark).
- shared SlideshowStyleFields, reused by the per-event card and the per-event-
type preset section in the Edit Event Type modal.
- global watermark default card on the Event Types page (Settings -> slideshow).
- WatermarkSourcePicker: visible logo tiles with previews (light logo / dark-mode
logo / favicon / event logo) instead of a blind dropdown.
- watermark mode tri-state (inherit/on/off) + white-vs-original style.
- supporting service methods + Event/EventType types.
- /gallery/:slug/show/:token route + SlideshowPage: splash -> fullscreen kiosk,
crossfade/cut/slide/kenburns/dip-to-white/dip-to-black transitions, color
filters, white/original logo watermark overlay, contain/letterbox, cursor
auto-hide, quiet-append of new uploads, live settings poll, and decode-ahead
preload (first slide decoded before playback) so transitions do not struggle.
- slideshow.service for session/state + shared style types.
- public GET /gallery/:slug/show/:token/session (validates token, mints a
slideshow-scoped gallery JWT + sets the per-slug cookie so <img> requests
authorize) and /state (cheap settings + photo-count poll). Reuse /photos for
the list; skip the view-log for slideshow access so the kiosk does not pollute
visitor analytics.
- admin slideshow link generate/disable + live style PATCH on events.
- event-type slideshow_preset whitelisted in CRUD; create-event seeds the new
event's show_* columns from the type preset.
- global watermark defaults via PUT /admin/settings/slideshow; watermark cascade
(global default -> per-event override) resolving the light/dark/favicon/event
logo url.
LineItemsTable's live preview did `Math.round(subtotal * vatRate) / 100` where
subtotal is in major units and vatRate is a fraction (0.081) — rounding to whole
units before the /100 divided the VAT by 100 (CHF 0.63 instead of 63.18). Add the
missing *100 inside the round so it rounds to cents. Backend computeTotals + the
PDF + the tax report were always correct; this preview-only bug just surfaced now
that new invoices seed a non-zero default VAT code instead of 0%.
Two pre-existing HIGH bugs surfaced by the codebase audit (accounting surface):
- taxReportService: income totals excluded only `status='cancelled'`, never
`kind='storno'`. A Storno (status='sent', amounts stored negative) netted into
the totals on top of the already-excluded cancelled original → double-subtract,
so a cancel-and-reissue read as 0 income instead of the reissued amount.
Now exclude storno rows from grandTotal*/byRate (kept visible in the row list).
Regression test reproduces the real cancel→storno→reissue 3-row flow.
- customerHoursService.buildLineItemFromEntry: `String(entry.entry_date).slice(0,10)`
on a `date` column → Postgres returns a JS Date, baking "Wed Apr 06" into the
invoice line + PDF (SQLite returns the bare string, so SQLite-only tests pass).
Normalise via the Date branch like every other date read.
- #1 resolveTaxTreatment: an unconfigured (empty) reclaim-countries list no
longer auto-classifies every supplier — incl. the admin's own domestic one —
as foreign; defer auto-classification until the setting is set (+ test).
- #2 pending re-bills on customer erase: eraseCustomer now returns the
customer's not-yet-billed inbound docs to the inbox (null customer + unsorted)
so they aren't billable to an anonymized account. (NB: picpeak has no hard
customer delete — erase anonymizes in place — so the orphan/404 premise can't
occur; this is hardening.)
- #4 VatRateSelect: when >1 configured code shares the same rate, fall through
to the legacy "(not configured)" option instead of silently picking the first.
- #5 unwindBilledLine: delete the (mutable, never-issued) invoice when the
unwound re-bill was its only line, instead of leaving a net-zero survivor.
- #6 isInvoiceMutable: clarify in a comment that invoices have no 'draft' status
(the editable state is 'scheduled' w/o send-at) — no behaviour change.
- nit: collapse normalizeCurrency's tautological ternary.
- Fix VAT picker i18n: t('vat.legacyRate') → 'ledger.vat.legacyRate' (the key's
real home), so the legacy label localizes instead of always showing English.
- Remove dead i18n keys left by the settings refactor (businessProfile.field VAT
/hourly + profileFields.title/savedToast).
- Box 1 "Default rates": mileage, daily allowance, hourly rate, require-proof.
Hints now make the cost-vs-billing split explicit (daily allowance = expense,
hourly = billing fallback).
- Box 2 retitled "VAT": registration, reclaim, default invoice VAT code, and
the VAT label (moved out of its own card).
- Drop the third card (AccountingProfileFields deleted); the two Save buttons
become one — it persists both the app_settings and the two business_profile
fields (VAT label + hourly rate) together.
- Rename "Per-diem" → "Daily allowance" (EN) for clarity; German keeps the
established "Spesenpauschale".
VAT supplier-country reclaim default:
- Migration 134 adds inbound_documents.supplier_country.
- categorizeInbound auto-derives tax_treatment via resolveTaxTreatment:
explicit treatment wins; else country in the reclaim list → domestic,
outside it → foreign_vat_non_reclaimable, unknown → domestic. Consumes the
previously-stored-but-unused accounting_vat_reclaim_countries.
- Triage modal gains a Supplier country dropdown (saved via updateInbound).
+5 unit tests for resolveTaxTreatment.
Configurable default output VAT code for new invoices:
- New accounting_default_output_vat_code setting (PUT wired; getSettings/type).
- Settings → Accounting dropdown to pick it.
- Invoice + quote editors seed their VAT picker (rate + code) from it on a
blank new document — skipping edits/conversions, never clobbering a touched
value. New docs no longer silently start at 0%.
i18n en + de.
logActivity writes via the global db; called inside a db.transaction it
deadlocks against the held write lock on a SQLite-backed install (a second
write connection blocks). Stage the audit info inside each transaction and
fire it AFTER commit in createEntry / updateEntry / deleteEntry /
billUnbilledEntries — same fix already applied to expenseService. Return
shapes unchanged. (The monthly/billing paths still route through
createInvoice, whose own internal logActivity remains the shared root
limitation — tracked in feedback_sqlite_global_write_in_transaction.)
Invoice VAT config (codes + label) and the hourly rate now live under
Settings → Accounting, so an install with Invoices must have Accounting
available.
- applyDependencyRules (backend adminFeatureFlags.js + frontend
FeatureFlagsContext.tsx): bills on → accounting on, before the
accounting→children rule so the sub-features keep their own state.
- Migration 133 corrects existing installs: set the STORED accounting=true
where bills is on. requireFeatureFlag('accounting') reads the raw row, so
without this an upgraded install (invoices on, accounting off) would show
the tab but 403 its endpoints. Idempotent; only flips on; no down.
- Features tab: the Accounting card shows locked-on (disabled + hint) while
Invoices is enabled.
Also includes the i18n keys (en/de) for the VAT/financial settings move.
- Remove the orphaned "Default VAT rate %" from Business profile; the rates
are the Accounting VAT codes. The invoice/quote VAT picker (VatRateSelect)
is now code-only — options are exactly the Accounting output codes, no
free-text custom rate. Off-list legacy values on existing invoices are
preserved as a read-only "(not configured)" option so issued documents
aren't silently changed.
- Move VAT label + default hourly rate to the Accounting tab (new
AccountingProfileFields card; storage stays on business_profile, own save).
Wire vat_label onto the PDF VAT-line label via the issuer block (covers
invoices + quotes), falling back to the locale default when blank.
- Default currency stays on Business profile but becomes a normalizing
dropdown (an old free-text "chf" auto-selects "CHF"; unknown values
preserved). Add a moved-note callout. Strip the moved fields from the
Business-profile save so it can't clobber an Accounting-tab edit.
- Add backend/__tests__/integration/incomingInvoiceRebill.test.js (8 tests):
disposition state machine, per-event PENDING pool, passthrough-no-markup,
unwindBilledLine recompute, INVOICE_LOCKED on an issued invoice, and
re-categorisation transitions. The invoice-MINTING paths can't run inside an
outer transaction on SQLite (createInvoice's sequence claim deadlocks on the
held write lock) — covered by buildInboundLineItem unit tests + discountLineItems
instead; documented in the test.
- Move logActivity out of the categorize/rebill/bundle transactions. It writes
via the global db; inside a transaction a second write connection deadlocks on
a SQLite-backed install (also affected SQLite-prod, not just tests).
- Fix bill-editor vat_code reload: transformInvoice (adminInvoices.js) dropped
vatCode, so the editor fell back to rate-matching and lost a custom-rate code
on edit. Now returns vatCode: i.vat_code.
- Rewrite docs/accounting-inbound-invoices.md to the current implementation
(IR-vs-Expenses split, re-categorise + unwind, cadence-aware re-bill / pending
pool, passthrough-at-cost, migrations 122-132, rasterised preview, tax/ledger/VAT).
- Add a per-disposition info line under the Disposition dropdown so re-bill
vs pass-through vs company expense is clear in-context (en + de).
- Markup is a re-bill concept only: the control now renders solely for
rebill, and a pass-through always bills at cost. Enforced server-side too
(categorizeInbound applies markup only when disposition === 'rebill').
- Clarify "Book to" with a hint — it attributes the supplier cost to an
event in the tax report / ledger export, separate from who you re-bill to.
Address three incoming-invoice issues:
1. Re-categorization: a categorized invoice can now be changed again (e.g.
passthrough → company expense). New "Re-categorize" button pre-fills the
triage modal from the existing disposition/customer/markup/note.
categorizeInbound is re-runnable — it unwinds any prior re-bill line
(removes the invoice line + recomputes totals) before applying the new
disposition, and refuses (INVOICE_LOCKED) when the re-bill is on an
already-issued invoice.
2. Note field: new `note` column (migration 132 — 126 is already on beta)
captured in triage and shown in the read-only view.
3. Re-bill like hours: rebill/passthrough now persist customer_account_id.
Per-event customers accumulate as PENDING items, surfaced in a new
"Pending re-bills" card and bundled into one invoice via "Bill these"
(mirrors unbilled-hours billing). Monthly/manual customers keep
auto-consolidating onto their running draft. Passthrough (durchlaufend)
can now also attach to a customer with optional markup.
Adds backend unit tests for buildInboundLineItem + isInvoiceMutable and
en/de translations (other locales fall back to English defaults).
The scope <select> inherited `w-full` from the shared selectClassName, so it
stretched the whole row on its own line (the ledger-format select overrides it
with w-auto; this one didn't). Give it `w-auto min-w-[140px]` and wrap it in an
inline "Scope" label so the Report row reads compactly as
"Scope [Complete ▾] [Export CSV] [Export PDF]", consistent with the journal row.
- New "For Studios — CRM & Accounting (Beta)" subsection under Key Features
(quotes→contracts→invoices+Storno, hours/calendar, inbound supplier invoices +
expenses, tax report + Treuhänder/Banana export, VAT) and updated the Roadmap
beta-table row to "CRM & Accounting Module".
- Broadened the disclaimers section to CRM & Accounting and added a Tax/VAT
bullet: figures are guidance only + jurisdiction-specific (e.g. the LI 20%
Gewinnungskosten flat rate), and every operator must verify their own tax/VAT
regulations with their accountant/Treuhänder/tax authority before relying on
any figure or export.
- Updated the @Luca-Timo contributor entry with a concise CRM + accounting credit.
Closes the test gaps from the PR #622 work + the export-scope feature:
- export scope: scopeLedger/normalizeScope (exported via _internal) unit tests +
renderTaxReportCsv income/cost/all output assertions (income drops supplier
rows, cost drops invoice rows, filename gets the scope tag).
- isUniqueViolation: Postgres 23505 / SQLITE_CONSTRAINT / "UNIQUE constraint
failed" message, false for FK + nullish (the IMAP claim-first race detector).
- getRenderedPagePath: out-of-range pages reject with PAGE_OUT_OF_RANGE before
touching pdftoppm/disk (the per-file resource bound).
Adds a Complete / Income only / Cost only selector to the readable PDF + CSV
export (the on-screen report stays complete). Income-only emits just the
outgoing rows + the income summary line (+ the per-rate breakdown in the PDF);
cost-only emits the incoming-invoice + expense rows + the cost line and drops
the income-by-rate breakdown. Useful in Liechtenstein where, under the income
threshold, a flat 20% Gewinnungskosten deduction is sometimes better than actual
costs — handing the Treuhänder just the income (or just the cost) basis is
cleaner.
Backend: renderTaxReportPdf/Csv take a `scope` param (all|income|cost) that
filters report.ledger by row.type + the summary lines; the /pdf + /csv routes
accept & validate `?scope=`; filenames get an income_/cost_ tag. Frontend:
scope <select> beside the export buttons, threaded through buildQueryString.
i18n en/de. The 20% calculation itself is intentionally NOT in-app (applied by
the Treuhänder) per the scoping decision.
1. Remove the committed test artifact backend/storage/business-docs/quote/2026/
Q-2026-0001.pdf and gitignore backend/storage/business-docs/ so generated CRM
docs can't be committed again.
2. adminLedger + adminExpenses dropped their local requireFlag copies and now
import the shared (now cached) requireFeatureFlag middleware.
4. roundTripTest polls IMAP with ×1.5 backoff (cap 8s) instead of a flat 3s, so a
30s test takes ~5 SELECT/SEARCH locks not ~10 (some servers throttle).
Nit 3 (dashboard + events pages still on the gallery-theme vars, not dark-mode-
swapped) is left as a documented follow-up per the review.
1. requireFeatureFlag now caches each flag for 10s (the accounting area is 10+
gated endpoints); PUT /admin/feature-flags invalidates the cache so toggles
still take effect immediately.
2. Customer routes (/quotes, /invoices, /contracts + their PDFs) now gate via
getEffectiveFeaturesForCustomer — the global MASTER flag AND the per-customer
override — instead of the per-customer column alone, via a shared
customerFeatureAllowed() helper. Admin disabling a feature globally is now
honoured for customers too.
4. Tax-report VAT-payable: when accounting_vat_registered is UNSET, stop guessing
from grandTotalVat>0 (a zero-output-VAT quarter silently flipped to "not
registered" and hid the reclaim). Treat null as "not configured":
vatPayableMinor=null + vatRegistrationConfigured=false; the UI renders "—" and
a "configure VAT registration" warning. Tests updated.
5. Shared upsertAppSetting() in utils/appSettings — the two adminSettings upsert
loops use it, so the app_settings created_at class can't be re-introduced.
6. PDF rasterise per-file bound: getRenderedPagePath refuses pages beyond
MAX_RENDERABLE_PAGES (200); page_count is capped to match at ingest, so a
hostile high-page PDF can't drive an unbounded pager.
7. (no code) original_filename is only rendered via auto-escaped JSX; the two
dangerouslySetInnerHTML sites are admin-authored content — paranoia pass clean.
Concerns 3 (foreign-VAT reclaim-country) and 8 (imap_pass plaintext) are PR-reply
/ doc items, addressed in the PR response, not code.
Blocker 1 — CSV/Banana formula injection. Neither csvEscape (ledgerService) nor
the tax-report CSV escape nor the unquoted tab-separated Banana cell formatter
prefixed risky leading chars, so an admin-/sender-controlled cell beginning with
= + - @ TAB CR executes as a formula when the Treuhänder opens the export. New
shared util neutralizeSpreadsheetFormula() prepends a single quote; wired into
all three sinks (quoted CSV + unquoted Banana). Unit test pins one of each char.
Blocker 2 — IMAP intake double-ingest race. received_emails.message_id was
INDEX, not UNIQUE, and the poller ingested attachments BEFORE writing the audit
row, so a second replica / rolling-deploy overlap double-ingested the same mail.
Migration 128 makes message_id UNIQUE (nulls stay distinct); the intake now
CLAIMS the message row (status='processing') BEFORE ingesting — a concurrent
claim hits the unique constraint and skips cleanly (shared isUniqueViolation
helper). Stale 'processing' rows (worker crashed mid-ingest) are reclaimed after
10 min so no attachment is orphaned.
NOT done (deliberate): the suggested UNIQUE on inbound_documents.file_sha256 —
that column is a SOFT dedup key by design (manual re-uploads are kept as flagged
'duplicate' rows + duplicate_of_id for the Duplikat disposition); a unique index
would break that feature. The file race only yields an extra 'unsorted' row (a
data-quality nit, caught by the existing manual Duplikat backstop), not a
double-count. Rationale to be added to the PR reply.
Reworks the previous force-mode UX per the intended model:
- Branding page IS the global preset — keep presets, colors, fonts and style
fully visible. The only change under a force lock: hide the redundant
per-theme Color Mode picker (light/dark is the Force control), with a hint.
- Force only locks light/dark again: reverted applyForceColorMode to swap the
surface palette only — it no longer resets typography/style, so the branding
fonts/style always apply.
- Per-event GALLERY theme editors now receive the global force value and, when
a lock is active, hide the colour pickers AND the light/dark picker (a gallery
can't override the site-wide lock). Presets/fonts/layout stay. Force off →
everything returns.
Wiring: CreateEventPage + EventDetailsPage pass
forceColorMode={publicSettings?.branding_force_color_mode} (value only, no Force
control). Branding keeps both the value and the onForceColorModeChange handler,
which is how the component tells the two contexts apart. i18n en/de.
Luca