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.
Implements the hybrid scope agreed on in #663: two native adapters
(Umami + Rybbit) for trackers we'd keep maintained, plus a Custom
script-paste mode for everyone else (Plausible, Matomo, Pirsch, GA4,
GoatCounter, Fathom, Cloudflare Web Analytics). Phase 2 (Plausible
native, deeper metrics) explicitly deferred until someone asks.
## Architecture
**Backend `services/trackers/`**:
- `TrackerAdapter` shape (single method): `fetchDeviceBreakdown` →
`{ desktop, mobile, tablet } | null`. Null = route falls back to
access_logs heuristic.
- `umamiAdapter.js` — extracted from the `services/umamiClient.js`
that landed in #662. Same 10 test contract preserved.
- `rybbitAdapter.js` — new. Hits `/api/site/{id}/breakdown?dimension=
device` with Bearer auth, accepts both bare-array and `{data:[...]}`
envelope variants, tolerates `sessions`/`visitors`/`value`/`count`
metric keys.
- `customScriptSanitiser.js` — sanitize-html with a tracker-tight
allowlist (`<script>` / `<noscript>` / `<link rel=preconnect|
dns-prefetch>` / `<meta>`). Strips event-handler attributes,
`javascript:` and `data:` URLs.
- `index.js` factory: `resolveAdapter()` reads
`analytics_tracker_provider` setting → dispatches. Back-compat:
when provider is unset, infers `umami` from the legacy
`analytics_umami_enabled` flag so #662 installs keep working
without an admin touching settings.
**Backend routes**:
- `adminDashboard.js /analytics`: now goes through `resolveAdapter()`.
Old `fetchUmamiDeviceBreakdown` direct import removed; both `umamiClient.js`
and its test file deleted (replaced by the adapter shape).
- `adminSettings.js PUT /analytics`: validates the new
`analytics_tracker_provider` enum, sanitises any incoming
`analytics_custom_head_html` on save via the sanitiser. Masks
the new `analytics_rybbit_api_key` on every GET — same pattern as
Umami's API key and recaptcha secret.
- `publicSettings.js`: emits `analytics_tracker_provider`,
`rybbit_url`/`rybbit_website_id` (only when provider=rybbit), and
the pre-sanitised `analytics_custom_head_html` (only when
provider=custom). Legacy `umami_*` fields stay for back-compat.
**Frontend**:
- `analytics.service.ts` reworked into a provider-aware shape.
`initialize({provider, ...config})` dispatches to Umami /
Rybbit / Custom / None. `track()` calls dispatch to
`window.umami.track` / `window.rybbit.event` / no-op based on
the loaded provider.
- `App.tsx` `AnalyticsBootstrap` reads `analytics_tracker_provider`
from public-settings and routes to the right `initialize` call.
Legacy `umami_enabled`-based path preserved as fallback when the
new field is missing.
- `AnalyticsTab.tsx` (Settings → Analytics) reworked with a
"Provider" dropdown switching between None / Umami / Rybbit /
Custom panels. Each panel renders its own config fields; Custom
panel surfaces an explicit CSP-reminder banner.
- `useSettingsState.ts` shape extended with `tracker_provider`,
`rybbit_url`/`rybbit_website_id`/`rybbit_api_key`,
`custom_head_html`. Save mutation keeps `umami_enabled` in sync
with `tracker_provider==='umami'` for back-compat with downstream
consumers (publicSettings shape, embedded iframe).
- `publicSettings.service.ts` type extended.
**i18n**: EN + DE for the provider heading + description + dropdown
options + Rybbit fields + Custom HTML field + CSP warning.
## Custom mode — script execution caveat
When the gallery `<head>` receives the custom HTML, simply assigning
innerHTML to a container element wouldn't execute the embedded
`<script>` tags (per the HTML spec, dynamically-inserted scripts via
innerHTML are non-running). `analytics.service.ts:120-130` re-creates
each `<script>` element manually so the browser actually evaluates
it. Non-script nodes (link, meta, noscript) move in directly.
## Tests
**Backend** (42 cases, all pass locally):
- `umamiAdapter.test.js` (10) — pinned from the original
`umamiClient.test.js`: missing-config / URL shape / encoding /
payload normalisation / `laptop`→`desktop` / unknown buckets /
empty / non-2xx / invalid JSON / network error.
- `rybbitAdapter.test.js` (9) — same shape adapted for Rybbit:
bare-array + envelope payload, `sessions`/`visitors`/`dimension`
key tolerance, encoding, failure modes.
- `trackerFactory.test.js` (6) — resolves null for `none`/`custom`,
correct adapter for `umami`/`rybbit`, back-compat path via
legacy `analytics_umami_enabled`, garbage-provider defensive null.
- `customScriptSanitiser.test.js` (12) — Plausible-style passthrough,
Umami-style passthrough, inline body passthrough, `<noscript>`
allowed, `<link rel="preconnect|dns-prefetch">` allowed,
`<link rel="stylesheet">` stripped, disallowed tags stripped,
`javascript:`/`data:` URLs stripped, `on*` event handlers
stripped, defensive on malformed input.
- `analyticsDateMerge.test.js` (5) — preserved from #662.
**Frontend**: full 84-case vitest suite green; tsc + eslint clean
on changed files. Adapter changes are narrow refactors of code
covered by backend tests; no new analytics-page unit test added.
## End-to-end smoke (dockerised backend + my changes mounted)
```
test 1 (back-compat: no provider, umami_enabled=true)
→ factory returns umami adapter, /analytics returns
devicesSource:access_logs (umami fetch to fake host fails
gracefully). ✓
test 2 (invalid provider value)
→ 400 "analytics_tracker_provider must be one of: none, umami,
rybbit, custom" ✓
test 3 (save custom HTML with XSS payload)
→ stored sanitised:
`<script>alert(1)</script>evil<script async defer
data-domain="x.com" src="https://plausible.io/js/script.js"></script>`
(<div> stripped; script tags survive but CSP `script-src 'self'`
still blocks inline + non-allowlisted external at runtime) ✓
test 4 (public-settings exposes the provider switch)
→ `analytics_tracker_provider: 'custom'`,
`analytics_custom_head_html: '<sanitised>'` ✓
```
## Out of scope (next discussions)
- **Plausible native** — covered via Custom mode for now; native is
Phase 2 if someone explicitly asks.
- **CSP "trusted domains" admin input** — Phase 1.5. For now operators
add their tracker domain to nginx/proxy CSP manually; the new
CSP-reminder banner in the Custom panel makes that clear.
- **Refactor `(window as any).umami.track(...)` direct calls** in
PhotoLightbox/PhotoGrid to go through `analyticsService.track()`
so events fire on the right tracker. Currently a no-op when Umami
isn't loaded; functional but not optimal.
Closes#663 Phase 1.
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.
Reporter @alexvaltchev hit three independent bugs on the Analytics
Dashboard. All three fixed in one PR; pluggable-tracker support
(Rybbit, Plausible, etc.) left for a separate discussion.
## Bug A — Summary cards showed 0
Two layers, both fixed.
**Frontend** (`AnalyticsPage.tsx:142-149`): the cards summed
`chartData[].views/uniqueVisitors/downloads`. The backend now (and
already) emits a dedicated `totals` object computed via separate
COUNT queries, which is what the cards should read. Postgres returns
counts as strings, so coerce via `Number()`.
**Backend** (`adminDashboard.js:268-282`): the chartData merge used
`dateObj.date === row.date`. On Postgres, pg's driver auto-converts
`DATE(timestamp)` to a JS Date object — the string-equality match
failed silently and `chartData` stayed all-zero on every Postgres
install with traffic. Added a `normaliseDateKey()` helper that
returns YYYY-MM-DD regardless of driver shape, plus `Number()`
coercion on the counts. SQLite path unchanged.
## Bug B — "Umami Not Configured" banner despite valid config
`AnalyticsPage.tsx:90` did `settings.reduce(...)` on the
`/admin/settings` response. That endpoint returns a
key/value **object** (verified at `adminSettings.js:108-149`), not
an array, so `.reduce` threw `data.reduce is not a function` and
the catch silently rendered the "Not Configured" banner even on
perfectly-configured installs. Read the umami keys directly off the
response object.
## Bug C — Device breakdown 0/0/0
Two-pronged fix.
**Primary path — Umami device API** (`services/umamiClient.js`,
wired into `adminDashboard.js`). When the admin provides an Umami
v2 API key (new setting `analytics_umami_api_key`), the backend
fetches the per-period device breakdown from Umami's
`/api/websites/:id/metrics?type=device` endpoint. Umami tracks
devices natively — far more accurate than our coarse user-agent
heuristic. The new `devicesSource` field in the response lets the
UI hint at where the numbers came from.
**Fallback hardening — local heuristic** (`adminDashboard.js:296-320`).
The existing access_logs `LIKE '%Mobile%' / '%Tablet%'` query stays
in place as a fallback for installs without Umami. Hardened with:
`whereNotNull('user_agent')` skips rows we never captured a UA on,
`Number()` coercion on COUNT results (pg returns strings), and a
guard against divide-by-zero when access_logs is empty.
## API key handling
Mirrors the existing recaptcha-secret pattern: stored plaintext in
`app_settings`, masked as `••••••••` on every GET via the existing
`adminSettings.js` GET handlers, and the frontend save mutation
silently drops the masked sentinel so re-saving without typing a
new key preserves the stored value.
## End-to-end smoke (dockerised backend with my fixes applied)
```
chartData total views: 27 ← previously 0 (date merge broken on PG)
totals: {'views': '27', 'downloads': '3', 'uniqueVisitors': '1'}
devices: {'desktop': 100, 'mobile': 0, 'tablet': 0} ← was 0/0/0
devicesSource: access_logs ← falls back correctly
analytics_umami_api_key (GET /settings/analytics): ••••••••
```
## Tests
**Backend** (15 new cases):
- `umamiClient.test.js` (10): missing-config → null, URL shape +
`x-umami-api-key` header, websiteId URL-encoding, `{x,y}` →
percentages, `laptop` → `desktop` mapping, unknown buckets
dropped, empty payload → null, non-2xx → null, invalid JSON →
null, network error → null.
- `analyticsDateMerge.test.js` (5): YYYY-MM-DD string pass-through,
ISO timestamp slice, JS Date (pg shape) → YYYY-MM-DD, null/empty
→ null, coercion for unexpected types.
**Frontend**: full 84-case vitest suite still green (no analytics
unit tests existed before; not adding any here — the changes are
narrow and the unit-level confidence comes from the type system +
the backend smoke above).
Closes#661 (bugs A + B + C). Rybbit / pluggable tracker support is
the next conversation per the issue author's follow-up.
- 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.
Paul Nothaft