Adds two pieces:
- __tests__/integration/helpers/crmDb.js — boots a temp-SQLite test
DB by invoking every migrations/core/*.up() directly. Bypasses
knex's Migrator because its exclusive write lock deadlocks
001_init's nested initializeDatabase() call. ~1 second cold start.
- __tests__/integration/crmSchema.test.js — 36 assertions on the
table + column layout after the consolidated CRM migration runs.
Pins:
- every CRM table present (quotes, contracts, invoices + the
eight supporting tables)
- deal_uuid columns on all three lineage tables (the column
DocumentLineageCard joins on — drop it anywhere and the card
silently returns partial data)
- back-pointer FKs (converted_contract_id, source_contract_id,
source_quote_id) — the exact columns that triggered the
Postgres FK-ordering bug fixed earlier in this PR
- Storno discriminator (kind, cancels_invoice_id, replaces_
invoice_id) per feedback_storno_filter_everywhere
- event time columns from migration 137
A full quote→contract→invoice lineage walk is deferred — quote
service's nextQuoteNumber() opens an inner transaction from inside
the createQuote outer transaction, which deadlocks SQLite's default
1-connection pool. Postgres dev DBs never see it. Either fix the
service to thread trx through, or run lineage tests against a real
Postgres in CI (mirror schema-drift.yml). Filed as separate work.
The suites already existed (538 backend tests, 40 frontend tests, with
solid CRM coverage on quoteService/contractService/invoiceService/
customerHoursService/eventService.calendar) but no CI workflow invoked
them. Wire both into a single Tests workflow that triggers on any push
or PR to main/beta.
Six backend suites are excluded — they fail on upstream/beta too
(supertest fixture + knex mock chain issues unrelated to CRM). The
explicit ignore pattern keeps the workflow green on day 1; each
excluded suite is listed inline as test-infra debt to fix individually.
Backend job pins SKIP_S3_TESTS=true (the same default the test setup
file applies) so the backup-service integration doesn't try a real S3
round-trip when no MinIO is provisioned.
Two upstream tests regressed because the CRM PR added expected behavior
they didn't anticipate:
- galleryOgService.shareImage.test.js: formatEventDate is now async and
routes through utils/dateFormatter so the OG card respects the admin's
general_date_format setting (per feedback_respect_general_format_settings).
That adds a third db('app_settings') call on every buildOgMetadata path.
Mock the formatter module directly — the format itself is irrelevant
to the cover-vs-logo contract this file pins.
- customerAccountsService.test.js: createInvitation now allows a duplicate
email when the existing row is PASSIVE (password_hash IS NULL) — that's
the "promote passive customer to portal" path. The active-customer
rejection mock now has to set password_hash so the guard fires.
Both are test-only changes; no service code touched.
quotes.converted_contract_id and invoices.source_contract_id were
declared with inline FKs to contracts(id), but contracts is created
later in the same migration. SQLite accepted the forward reference;
Postgres rejected it ("relation \"contracts\" does not exist"), which
broke the Schema drift (#530) workflow and any fresh Postgres install.
Same pattern as events.hero_photo_id → photos.id in db.js: declare the
column without a constraint, then add the FK in a separate alterTable
after both sides exist. Wrapped in try/catch so re-runs against a DB
that already has the constraint are a no-op.
Verified locally against the #530 recovery scenario (initializeDatabase
then migrate:safe) and the fresh-install path: both converge cleanly,
both FKs land on the expected tables.
Adds a top-level disclaimer section to README + a dedicated
docs/crm-disclaimers.md spelling out two areas where picpeak ships
defaults the operator MUST review before going live:
1. Contract blocks (image rights, NDA, model release, cancellation,
jurisdiction, …) — written by the maintainer, NOT by a lawyer.
Every operator must have their lawyer review and adapt them
before sending any contract to a customer.
2. QR-bills and SEPA EPC payloads — rendered from the data the
operator typed. Picpeak is open source; we recommend scanning a
test invoice with the operator's bank app to verify the QR
actually works.
Matches the on-screen amber disclaimers already shown on the
Contract Block Library page and the Business Profile payment-block
editor.
~940 new keys per primary locale covering every CRM surface:
quote / invoice / contract editor + list + detail + public response
pages, calendar, hours, tax report, deals lineage, reminder emails,
feature toggles, settings tabs, error toasts.
en.json + de.json are hand-translated by the maintainer and are
authoritative. fr / nl / pt / ru received the same key set but
machine-derived strings — flagged for native review in the PR
description per project policy (see memory feedback_translation_flagging).
3-way merge note: 1 conflict (fr.json) hand-resolved to keep
upstream's improved phrasing for previewLayout / livePreview /
heroPlaceholderText alongside feat/crm's pdfTypography keys.
Previously these locales fell through to en for every customer.* /
customers.* / settings.customerSurface / settings.features.customerPortal
key. Machine-translated and flagged in the PR description as needing
native review.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
Keeps the customer-surface branding toggles adjacent to the other
brand-visibility controls instead of floating at the bottom of the
page, where they were easy to miss.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
Adds back the "Show logo" / "Show company name" toggles for the
customer dashboard, scoped to /customer/* surfaces only. Lives as a
dedicated card at the bottom of Settings → Branding, gated by the
customerPortal feature flag so admins who haven't enabled the portal
don't see it.
* Backend: restored GET/PUT /admin/settings/customer-surface
endpoints, whitelisted only to the two branding keys
(customer_show_logo, customer_show_company_name). The
calendar/quotes/bills feature globals that used to live on this
endpoint are now driven by the Features tab (feature_flags table).
* customerAccountsService.getCustomerSurfaceGlobals() reads from
app_settings again so /api/customer/auth/session honours the
toggles in its branding payload.
* New CustomerDashboardBrandingCard component with its own save
flow — separate from the main BrandingPage payload so flipping a
toggle doesn't replay the full branding mutation.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
RequireFeature calls useFeatureFlags(), which throws unless mounted
inside FeatureFlagsProvider — and that provider only wraps
AdminLayout. So unauthenticated visitors hitting /customer/login
crashed into the React error boundary with 'Oops! Something went
wrong'.
The customerPortal flag continues to hide every admin-side surface
(sidebar entry, /admin/customers routes, CustomerAccountPicker on
event forms), which is what the flag is actually for. The
customer-side tree stays reachable so existing customers can still
log in even if the admin flips the flag off temporarily.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
The route was registered in upstream/beta's server.js but dropped
during the rebase squash — the Features tab GET/PUT both 404'd, so
the customerPortal flag (and every other flag) couldn't be toggled.
Restored the mount in its upstream/beta position.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
server.js was still requiring ./src/middleware/requireCustomerPortal
— a file deleted during the AdvancedFeaturesTab cleanup — which
crashed the backend on boot in production (MODULE_NOT_FOUND).
The customerPortal feature flag is now enforced on the frontend via
<RequireFeature flag="customerPortal" /> route guards (App.tsx) and
AdminSidebar visibility. Defence in depth is provided by
customerAccountsService.isCustomerPortalEnabled() in adminEvents.
Routes themselves are still protected by adminAuth / customerAuth.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
The customer-portal squash inadvertently reverted the upstream/beta
fix from PR #427: production NODE_ENV was flipping the cookie Secure
flag back to hard `true`, which broke admin login on
HTTPS-frontend → HTTP-backend reverse-proxy stacks (browser drops
the Secure cookie over HTTP, login loops indefinitely).
Restored upstream/beta's tokenUtils.js verbatim and re-layered only
the customer cookie helpers (CUSTOMER_COOKIE_NAME,
setCustomerAuthCookie, clearCustomerAuthCookie,
getCustomerTokenFromRequest) on top.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
Implements the recurring-customer login surface from
the-luap/picpeak#354 plugged into the maintainer's
new feature-flag infrastructure (PR #443) instead of
a parallel toggle.
* New `customerPortal` feature flag (foundation flag for the
not-yet-built calendar/quotes/bills/messaging customer
surfaces). Defaults FALSE on fresh installs, TRUE on existing
installs (events > 0) via migration 095 so live customer
accounts don't disappear mid-deployment.
* Foundation schema: customer_accounts, customer_invitations,
event_customer_assignments, customer_password_resets, plus
RBAC permissions customers.view / .create / .delete granted
to super_admin + admin system roles.
* Backend: /api/admin/customers (invite, list, search, assign,
deactivate, reset password) + /api/customer/auth/* +
/api/customer/* (login, dashboard, accept-invite, reset).
Customer JWT bypass minted via
/api/customer/events/:slug/access-token so existing gallery
middleware stays untouched.
* Frontend: /customer/* route tree gated by RequireFeature flag
customerPortal, with login / dashboard / accept-invite /
reset pages and a customer-side sidebar layout.
/admin/customers and /admin/customers/:id gated identically.
* Settings → Features grows a "Customers" section with a
Customer portal card. The maintainer's Features tab stays the
single source of truth — no parallel Advanced features tab.
* CustomerAccountPicker on event create/edit forms hides itself
when the flag is off; backend ignores customer_account_ids in
that case instead of erroring the whole event save.
Translations: en + de hand-translated. nl/pt/ru fall through to
en — flagged here as needing native review.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
Addresses the-luap/picpeak#386 — gallery header layout cleanup.
- Drop the redundant "Menu" text label; menu button is icon-only with
tight padding (p-2).
- Absolute-position the menu icon at the very left of the header so it
no longer pushes the logo right with every other action. Logo wrapper
picks up pl-12 sm:pl-14 only when a menu button is rendered, so the
icon and logo don't overlap. When no menu button (controlsStyle:
classic), logo is flush with .container.
- New accent-coloured "Download" CTA placed immediately left of Logout.
Always visible when downloads are allowed; replaces the previous
primary-coloured "Download All" header button. Same CTA appears in
standard, hero, and minimal headers. Intentionally NOT shown in the
no-header variant (chromeless by design).
- Coloured via var(--color-accent) inline so the button automatically
tracks whatever palette the admin has chosen — works on plain beta
today (#22c55e) and auto-upgrades to the CI accent when #400 lands.
The sidebar's own Download All is untouched. Old showDownloadAll prop
stays on GalleryLayout for back-compat; GalleryView now passes
showDownloadAll={false} so only the new accent button renders in the
header.
Co-Authored-By: Claude Opus 4.6 <[email protected]>
Luca