Two entry points for event creation were missing customer notifications, both
discovered while triaging @Rekoo-PS's report that "API created events" don't
send WhatsApp after #649/#650 landed.
POST /api/v1/events (the OpenAPI-spec'd bearer-token API at v1/events.js):
- gallery_created email was NEVER queued — only the webhook fired.
- WhatsApp was NEVER queued either.
POST /api/events (legacy admin-auth route at routes/events.js):
- gallery_created email was queued, but WhatsApp was not.
- customer_phone wasn't read from the body at all.
Both routes now mirror the adminEvents.js create-and-publish path: best-effort
queues that never block the API response, gated on customer_email / customer_phone
presence and the global event_phone_field_enabled toggle for the phone field.
The webhook subject from POST /api/events now also includes customer_phone, so
downstream integrations get the same shape as the v1 API.
No schema change. No migration. customer_phone column already exists on events
(migration 080). WhatsApp config + template_language + template_params resolve
through the existing queue processor.
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.
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.
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.
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.
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).
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.
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).
Reporter @Duecki1 wants to stop telling guests "pick only 5 photos" by
hand. Per-event cap, enforced server-side, with a clear popup when the
11th click would exceed the limit. Per-guest scope matches the "every
couple picks their top 10" mental model; per-gallery aggregate is
explicitly NOT in scope (creates weird "first 10 visitors use up all
slots" race conditions).
## Schema (migration 141)
Two nullable columns on `event_feedback_settings`:
- `max_favorites_per_guest`
- `max_likes_per_guest`
null / 0 = unlimited (preserves current behaviour for every existing
install — operator must opt in). Both shipped together because the
code path is identical; photographers can cap either, both, or neither.
## Backend
- `feedbackService.submitFeedback` cap check on the INSERT branch only.
Toggle-off (un-favoriting) is always allowed, so a guest at 10/10
can free a slot by un-clicking an existing favorite.
- New `countGuestFeedback(eventId, type, guestId, guestIdentifier)` —
matches the exact same guest-key shape the existing duplicate-check
uses (guest_id when present, fallback to guest_identifier in simple
identity mode).
- Limit reduction grandfathers: admin lowering 20→10 keeps existing
rows in place; new adds blocked until the guest removes some.
- Route layer (`galleryFeedback.js` POST) translates a `limit_reached`
service-return into a structured 403 with `code:
'FAVORITE_LIMIT_REACHED'` / `'LIKE_LIMIT_REACHED'`, `limit`, and
`current_count`. Stable UI contract.
- `feedback-settings` GET exposes the caps so the gallery UI can
optionally render a counter near the heart icon (UI extension TBD;
the modal alone is the contract this PR commits to).
- `feedbackValidation`: range guard `0..10000`, null allowed,
per-field error messages.
## Frontend — the popup
New `FeedbackLimitReachedModal` component renders via a `createPortal`
to `document.body` so it escapes any lightbox / sticky parent stacking
context and reliably sits above everything else.
Mobile-first responsive:
- `items-end sm:items-center` — slides up from the bottom on phones
(native action-sheet feel), centers on desktop (familiar modal).
- `w-full sm:max-w-md` — full-width on phones, clamps to 420px on
desktop.
- `rounded-2xl sm:rounded-xl` — more rounded on phones for the
sheet feel.
- `pb-[env(safe-area-inset-bottom)]` — respects the iOS home indicator
and Android gesture bar.
- `z-[60]` — above the lightbox's z-50.
Title + body + "8 of 10 used" pill + "Got it" button. Backdrop click +
Escape both dismiss. Focus management lands on the OK button so
keyboard / screen-reader users can dismiss immediately.
New `useFeedbackLimitModal()` hook is the shared API: components
on every submit-feedback site wire `onError: (err) => handleError(err)`
and render `{limitModal}` in their JSX. Returns `true` from
`handleError` when the error is a structured cap-reached 403 (so the
caller can skip its generic error toast). PhotoFavorites + PhotoLikes
+ PhotoLightbox all wire through the hook — every favorite/like submit
path is covered, including the lightbox's three different submit
sites (guest mode, simple mode, post-identity-modal-confirm).
## Admin UI
`FeedbackSettings` card gets a new "Per-guest limits" section that
only renders when at least one of `allow_favorites` / `allow_likes` is
on. Two numeric inputs (0 / empty = unlimited) side-by-side on
desktop, stacked on mobile. Hint text covers the limit-reduction
grandfathering semantics so admins aren't surprised.
## i18n
EN + DE for:
- Modal title + body (parameterized with `{{limit}}`)
- Counter pill (parameterized with `{{current}}` / `{{limit}}`)
- OK button label
- Admin field labels + hints + section header + grandfathering note
## Tests
**Backend** (`__tests__/utils/feedbackPerGuestLimit.test.js`, 8 cases):
- null cap → unlimited (back-compat)
- 0 cap → unlimited (UI convenience)
- cap=10: rows 1-10 succeed, 11 returns limit_reached
- toggle-off frees a slot at the cap
- limit reduction grandfathers existing rows
- per-guest scope: guest A's cap doesn't affect guest B
- favorite cap doesn't block likes (per-type)
- like cap returns LIKE_LIMIT_REACHED-shaped payload
**Frontend** (`__tests__/useFeedbackLimitModal.test.ts`, 7 cases):
- Non-axios errors → null
- Non-403 axios errors → null
- 403 with wrong code → null
- FAVORITE_LIMIT_REACHED parsed
- LIKE_LIMIT_REACHED parsed
- Falls back to code-implied type when feedback_type missing
- Missing numeric fields → 0 (not NaN)
All 15 pass. tsc --noEmit clean. eslint clean on changed files.
Closes#655.
Reporter @Rekoo-PS confirmed the language fix unblocked sending, then
hit a second gap: their template uses only `{{1}} = event_name` +
`{{2}} = gallery_link`, but the legacy `buildComponents` hardcoded all
5 positional values from the `gallery_ready` shape (customer_name,
event_name, gallery_link, password_line, expiry_date). Meta rejected
with a parameter-count mismatch even after the language matched.
This adds a per-config slot list — which built-in values to send, and
in what positional order — so admins can match templates of any shape
without code changes.
## Schema (migration 138)
Additive `template_params` TEXT column on `whatsapp_configs` (default
empty string = legacy 5-slot behaviour for existing installs). Stored
as a JSON-serialized array of slot keys: `customer_name`, `event_name`,
`gallery_link`, `password_line`, `expiry_date`. Unknown / duplicate /
non-string entries are sanitized out at read time.
## Processor
- `parseTemplateParams(raw)` — defensive parser; falls back to the
5-slot default on empty / malformed / all-invalid input.
- `buildComponents(data, metaLang, params)` — emits ONLY the listed
slots in the listed order, computed via a small switch on slot key.
The password line still receives the locale-specific 🔒 label and
the empty-when-no-real-password sentinel handling.
- Processor reads `config.template_params` once per cycle and passes
the parsed array to `buildComponents` per message.
## Admin route
- GET surfaces `template_params` as the parsed array (default 5-slot
when null/empty).
- PUT round-trips the incoming array through `parseTemplateParams`
before persisting, so the stored value is always the canonical
sanitized JSON.
- Test send rebuilt to use the same `buildComponents` path so the
admin's test message matches their configured slot shape — a
reporter who configures 2 slots gets a 2-parameter test send, not
the legacy 5-parameter payload.
## UI
- `WhatsAppTab` gets a checkbox + up/down list under the Template
language field. Each slot shows its current `{{N}}` position when
checked, an em-dash when unchecked. Live preview below the list:
"Your template will receive: {{1}} = event_name, {{2}} = gallery_link".
- EN + DE i18n for the field labels, hint, preview, and per-slot
human-readable names.
## Tests
- 17 unit tests in `__tests__/utils/whatsappBuildComponents.test.js`
covering: parseTemplateParams sanitization (unknown keys, duplicates,
non-strings, malformed JSON, all-invalid fallback, pre-parsed array
acceptance) and buildComponents shape (reporter's 2-slot case,
reorder, empty list, locale-specific password label, password
sentinel handling, expiry omission).
- All 17 + the 34 existing networkValidation tests pass.
## Migration numbering
Sits at 138 on top of PR #649's migration 137. If #646 (Live Slideshow)
merges before this, #646's own 137 + 138 take precedence and this
needs renumbering to 139. Coordinated via PR #646's review thread.
## Honest caveat
Still no Meta Business API account on my side. Spec-built, sanitizer +
shape unit-tested, lint + tsc clean. End-to-end against Meta needs the
reporter (or a maintainer with an account) to verify. If a real
round-trip surfaces a mismatch, drop it in #647 and I'll iterate.
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.
Reporter @Rekoo-PS hit three independent gaps trying to deliver an
Arabic Meta template. Bundled here because they fan out from the same
root cause (no first-class language config on the WhatsApp tab) and the
review surfaces are tightly coupled.
**1. Test send hardcoded `en_US` (`adminWhatsapp.js:141`).** Smoking gun
for "I can't make it work" — Meta returned template_not_found_in_language
(132001) on every test send for non-English templates, no matter what
else the admin configured. Replaced with `config.template_language ||
'en_US'`.
**2. No `template_language` field on `whatsapp_configs`.** The only
priors were per-message `data.language` (always null from our callers in
`adminEvents.js:854,1188`) and `app_settings.general_default_language`
(the *system UI* language, not the *template's* language registered with
Meta). Migration 137 adds the column; GET + PUT surface it; the
processor uses it as the highest-priority default when message_data
doesn't override.
Resolution order in `whatsappProcessor.processWhatsAppQueue` is now:
1. message_data.language (per-event override — caller path TBD)
2. config.template_language (admin-pinned template language)
3. app_settings.general_default_language (system fallback)
4. en_US (hardcoded last resort)
**3. `LANGUAGE_MAP` + `PASSWORD_LABELS` didn't cover Arabic.** Added
`ar` (Meta's single-code form per RFC; no region variant). For any
language we don't enumerate (e.g. Turkish `tr_TR`, Chinese `zh_CN`,
Hebrew `he_IL`), `resolveLanguageCode` now pass-throughs valid-shape
codes (lowercase-language + optional underscore + uppercase-region) and
forwards them to Meta as-is. If they don't match a registered template
Meta returns 132001, which the test route already surfaces back to the
admin via `error.message` — fail-loud, no silent fallback.
Validation:
- Unit smoke on `resolveLanguageCode` across 18 representative inputs
(in-map, pass-through, canonicalization, rejection) — all behaviours
correct.
- Lint clean on all 7 changed files.
- Frontend `tsc --noEmit` clean.
- Migration `node -c` syntax-checked; additive + `hasColumn`-guarded so
re-running is safe.
Frontend: free-text input on the WhatsApp tab with EN + DE i18n.
Pointing at Meta's supported-languages docs via the hint text — Meta's
list grows; a hardcoded dropdown would rot.
Closes#647.
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.
Paul Nothaft