Commit Graph

2 Commits

Author SHA1 Message Date
Paul Nothaft 103863cbab fix(quotes): enforce the status state machine, and correct the table
VALID_QUOTE_TRANSITIONS was a complete-looking quote state machine that
nothing consulted, so status changes were unvalidated.

Mapping every writer of quotes.status (quoteService.js is the only one --
dealsService, projectService, adminDashboard and customer.js all read) showed
the table itself was wrong: six legitimate transitions were missing.
sendQuote allows draft/declined/expired -> sent but the table had draft only;
adminAcceptQuote allows draft/sent/expired but had sent only;
adminDeclineQuote allows draft/sent/expired but had draft/sent; recordResponse
had no same-status entry. Enforcing it as written would have broken
accept-on-behalf from a draft, resend-after-decline, every expired revival and
the 15-minute response-toggle window.

So the table is reconciled to reality first, then assertQuoteTransition()
(409, QUOTE_INVALID_TRANSITION) is called at all seven sites.

Two things worth carrying forward. Nothing in the codebase ever sets
'expired' -- the header comment says "set by the scheduler" and there is no
such scheduler; sent -> expired is retained as documented intent only. And
the backstop's added value is narrow: every reachable invalid transition is
already caught by a call site's own better-worded guard, which fires first.
What it newly catches is a status the machine has never heard of -- a legacy
or corrupt row like 'cancelled' sails through adminAcceptQuote's guard, which
only excludes accepted/declined/converted, and used to be silently
overwritten. That is what the new tests pin.

Refs testplan REPORT.md B4.
2026-09-02 09:43:10 +02:00
Luca d543949188 feat(crm): backend code — services + routes + utilities + tests
Brings in the full backend CRM stack on top of the consolidated
migration (60abe8c).

Services (CRM)
  - quoteService — full lifecycle (draft → sent → accepted → converted
    to event/invoice), Skonto + Storno + reissue paths
  - invoiceService — spawnInstallmentInvoices, updateInstallmentPlan,
    monthly-billing accumulator, payment-check tokens, dunning ladder
  - contractService — block-composable contract editor, in-browser
    signature flow, wet-PDF upload path, integrity check, audit trail
  - customerHoursService — per-entry locking, billing integration
  - dealsService — cross-document lineage (deal_uuid)
  - taxReportService — quarterly aggregates + CSV/PDF export
  - eventReminderService — pre-event customer reminder cron pass
  - _renderContext — shared issuer/recipient blocks across PDF types
  - pdfService extensions — custom-font registration, font picker

Routes (admin + public)
  - adminQuotes, adminInvoices, adminContracts, adminCalendar,
    adminDeals, adminTaxReport, adminDev, adminBusinessProfile
  - publicQuotes (accept/decline), publicContracts (sign),
    publicPaymentCheck
  - Extensions on adminEvents, adminCustomers, adminSettings,
    adminEmail, adminFeatureFlags, adminThumbnails, adminPhotos,
    adminCategories, adminUsers, adminArchives, adminDashboard
  - server.js wires the new mounts (kept upstream's noStoreCache on
    customer routes per 3-way merge)

Utilities
  - schemaCache (cached hasColumn lookups across services)
  - documentSequences (atomic gap-free numbering — §14 UStG)
  - safePath (path-containment guards at fs stream boundaries)
  - clientIp (sanctioned XFF reader for audit logs)
  - publicTokenGuards (pre-multer token validation + attempt counters)
  - numericHelpers (ensureInt / ensureNumber consolidation)
  - dateFormatter (formatShortDate + dateInputLang)
  - dbCompat extensions, iban + pdfFilename helpers, resolveLogoFile

Infrastructure
  - Bundled PDF fonts (Comic-Neue / IBM-Plex-Sans / Inter / Jost /
    Montserrat / Noto-Sans / Playfair-Display / Poppins)
  - Backend package.json + lock updates (pdfkit, signature_pad,
    qrcode, et al.)
  - Sample storage layout under storage/business-docs/quote/

Tests
  - 14 new test files covering quote/invoice/contract lifecycle,
    installment plan reshape, line-item hierarchy, customer hours,
    payment check, tax report PDF, IBAN parsing, filename sanitiser
2026-05-26 18:18:51 +02:00