Commit Graph
8 Commits
Author SHA1 Message Date
Luca 9d13880f2b fix(projects): address review — cross-customer guards + email/queue hardening
Resolves the two blockers and the actionable concerns/nits from review.

Blockers (cross-customer leak):
- linkDealToProject: collect the deal's customer + events BEFORE any write,
  then reject a cross-customer link with PROJECT_CUSTOMER_MISMATCH (422) before
  re-pointing events/quotes/contracts or adopting a customer. The editors set
  project_id via quoteService/contractService → linkDealToProject (not
  assignDocument), so the guard lives at that chokepoint. Null-project adoption
  ("first deal wins") preserved as intended.
- assignDocument: boundary guard mirroring customerHoursService, defense-in-depth
  ahead of the cascade.
- Frontend: translated PROJECT_CUSTOMER_MISMATCH (projects.error.customerMismatch,
  de+en) wired into HoursSection + quote/contract editor onError (concern 5).

Concerns:
- 1: processEmailQueue gains an onlyId option; cockpit "send now" scopes the
  flush to the single row so it can't force-retry other dead-lettered emails.
- 2: resendEmail re-stringifies email_data when PG returns a parsed object,
  matching the canonical enqueue — no jsonb double-encode.
- 3: cockpit email feed scoped to the project's own document numbers (event_id
  for gallery mails; email_data doc-number match for CRM mails) instead of the
  recipient string — a shared inbox no longer leaks another customer's mail.
- 4: migration 117 backfill wrapped in a transaction (adds atomicity on SQLite,
  where the runner does not wrap; PG already wraps the whole migration).
- 6: resend/cancel/retry/sendNow now logActivity uniformly (project_email_*),
  adminId threaded from the route.
- 8: validator optional({ values: 'null' }) → optional({ nullable: true }).
- 9: pre-121 list valuation falls back to customer-scoped quotes so the list
  isn't all-zero during the upgrade window.

Nits:
- milestone selection uses Array.at(-1); removed redundant in-loop require in
  emailProcessor; clarifying comments for the list/detail perms split and the
  count-vs-value (0 vs em-dash) convention.
2026-06-13 11:57:32 +02:00
Luca 89bfb6c519 fix(projects): scope 'book to project' to the current customer
A project has at most one customer, so the hours picker shouldn't offer
other customers' projects. HoursSection now passes customerAccountId to
ProjectSelect (shows this customer's projects + still-unassigned ones).
Backend createEntry rejects a projectId owned by a different customer
(422 PROJECT_CUSTOMER_MISMATCH) as defence-in-depth behind the picker.
2026-06-07 00:58:44 +02:00
Luca 0175007abc feat(projects): gated project pickers on quote/contract/hours editors
- ProjectSelect: a reusable picker that renders nothing when the projects
  flag is off (satisfies 'book to project hidden unless projects enabled').
- projects.service.ts: full frontend API client (list/get/create/update,
  overview, assign event/quote/contract, email preview + 4 actions).
- Quote + contract editors carry an optional projectId (state, prefill,
  payload); service payload/detail types updated.
- HoursSection gains a 'book to project' control; backend createEntry
  persists project_id (migration 118, hasColumnCached guarded).
2026-06-06 13:20:59 +02:00
Luca 02742b3163 feat(hours): open the hours invoice in the editor to add items
After 'Create draft invoice' mints the single scheduled invoice from a
per-event customer's unbilled hours, navigate to the bill editor so the
admin can add other line items before it ships (invoice is already
status='scheduled' + editable). Updated the per-event hint copy.
2026-06-03 14:20:49 +02:00
Luca 626ab45e0b refactor(time): app-wide setting-aware TimeField for all time inputs
Add shared components/common/TimeField (displays per general_time_format,
stores canonical HH:MM, parses tolerant free-text, browser-independent)
and migrate every native <input type="time"> to it: business hours,
HoursSection, HourEntryInlinePopover, CreateEventPage, Quote/Bill/Contract
editors. Removes the unreliable lang-hint plumbing.
2026-06-02 17:24:27 +02:00
Luca ab6bad17c9 feat(hours): install-wide default rate + inline missing-rate CTA
Hour-entry saves hard-failed with an English-only error when a customer
had no rate, and the standalone hours page showed a disabled rate field
that looked set. Add a global business_profile default_hourly_rate_minor
(migration 113) as the last link in the rate chain
(entry override → customer → install default), so saves succeed with the
global rate. When no rate resolves anywhere, replace the save-time error
with a read-only resolved-rate display + a CTA to set a customer or
install-wide rate, disable Add-entry until a rate/override exists, and
translate the backend HOURLY_RATE_REQUIRED toast (en+de).
2026-06-02 11:33:45 +02:00
Luca 06b4522dec feat(billing): manual cadence + fix admin date inputs ignoring date-format setting
Manual billing cadence
  Adds a "Manual (trigger only)" cadence alongside monthly/quarterly. It reuses
  the monthly draft accumulator — invoices and billed hours pile onto one running
  draft — but stores NULL monthly_period_start/end so the scheduler's auto-flush
  never matches. The draft ships only when an admin clicks "Trigger invoice now".
  No migration: billing_cadence is a free-form string column gated by validators.
  - adminCustomers.js: allow 'manual' in billing_cadence validator
  - invoiceService.js: route manual through accumulator; NULL periods + placeholder
    issue/due date in getOrCreateMonthlyDraft
  - customerHoursService.js: manual auto-appends hours to running draft;
    billUnbilledEntries refuses manual (CADENCE_MISMATCH)
  - CustomerDetailPage.tsx: dropdown option, cycle-day hidden for manual,
    NULL-period-safe draft preview + trigger button, manual-specific copy
  - customerAdmin.service.ts: cadence union + nullable periodStart/periodEnd
  - en.json / de.json: manual, triggerConfirmManual, triggerHintManual,
    draftPreview.titleManual
Date-format fixes
  Replace raw <input type="date"> (browser-locale) with LocalizedDateInput so
  these admin surfaces honor the general_date_format setting:
  - ContractEditorPage.tsx (issue / valid-until / event dates)
  - QuoteEditorPage.tsx (event / valid-until dates)
  - EventDetailsPage.tsx (expiry date)
  - HoursSection.tsx (entry date)
2026-06-02 09:27:10 +02:00
Luca a7e16e7bf6 feat(crm): frontend code — pages + services + components
Brings in the full frontend CRM stack: admin authoring pages,
customer-portal surfaces, public response flows, typed services,
and the supporting component library. i18n locale JSON is the next
commit (kept separate so reviewers can read it as data).

Pages
  - Quotes: list / editor / detail / public accept-decline
  - Invoices: list / editor / detail / public payment-check
  - Contracts: list / editor / detail / block library / public sign
  - Calendar (FullCalendar — admin-only v1)
  - Tax report (period picker + CSV/PDF export)
  - Hours (logged time entries, per-customer)
  - Deals lineage (DocumentLineageCard surfaces)
  - CRM Development (admin dev tools, gated by crmDevelopment flag)
  - Customer-portal pages for quotes / invoices / contracts
  - Settings reorg: CRM-Settings group + dedicated tabs for Business
    Profile, CRM behaviour, Contracts block library, Reminder emails
  - BrandingPage typography (PDF font picker)
  - EventDetailsPage / CustomerDetailPage / CreateEventPage extensions
    (event-time fields, hours toggle, per-event reminder override)

Services (typed)
  - quotes.service, bills.service, contracts.service
  - customerAdmin.service, deals.service, calendar.service,
    taxReport.service, contracts-blocks.service
  - businessProfile.service (timezone, font picker, bank accounts)
  - useInstallmentDefaults hook, useLocalizedDate dateInputLang extension

Components (admin)
  - CustomerPicker (shared across quote/invoice/contract editors)
  - LineItemsTable (hierarchy + details_text, memoised pricing)
  - InstallmentsPanel (simple + advanced toggle, fixed-date vs trigger)
  - DocumentLineageCard (deal_uuid grouped view)
  - EditInstallmentPlanModal (atomic post-spawn plan reshape)
  - EventReminderOverrideCard, EmailTemplateEditor (tiptap),
    PdfFontPicker, IntegrityCheckCard
  - Feature-flag context + RequireFeature wrapper + AdminSidebar
    featureFlagsAny derivation + UI-hiding sweep

Build infra
  - vite.config: fullcalendar chunk carved off (~200 KB lazy-loaded)
  - frontend/package.json: tiptap, fullcalendar, signature_pad,
    react-international-phone, et al.
  - tailwind + prose styles updated for editor surfaces

3-way merge note: 1 conflict (CustomerDetailPage.tsx) hand-resolved
to keep upstream's SUPPORTED_LANGUAGES.map() data-driven pattern
over feat/crm's hardcoded option list; feat/crm's DecimalInput
import preserved alongside.
2026-05-26 18:19:32 +02:00