Surfaces release highlights to admins, sourced from the GitHub release notes
(no AI at runtime). Bullets are written once per release in CI via GitHub Models
(see docs/ci/whatsnew-highlights.yml) into a <!-- whatsnew --> block; the app
reads that block and falls back to the changelog's "### Features" for releases
without it — so it works against today's releases immediately.
- backend utils/whatsNew.parseWhatsNew(body): curated block else Features
section, strips scope/PR-links, de-dups, caps at 8 (tested).
- GET /admin/system/updates/whatsnew: highlights for every version moved
through since the per-instance marker (whatsnew_last_seen_version); fresh
installs self-anchor silently. Best-effort, never errors.
- POST /admin/system/updates/whatsnew/seen: advance the marker (per-instance).
- /admin/system/updates also returns latestHighlights for the teaser.
- Frontend: WhatsNewBanner (green bar -> modal with "Full changelog" link) on
the dashboard via adminService; UpdateNotification shows a "New features
include:" teaser. i18n de/en. No migration (uses app_settings).
Branch protection on `main` + `stable` lists `upgrade-from-bootstrap`
and `fresh-install` as REQUIRED checks. The producing workflows had
`paths:` filters in their `pull_request` triggers, so they correctly
skipped on PRs that didn't touch migrations / package.json. But a
skipped workflow doesn't satisfy a required check — it leaves the
status "missing", which blocks merge on every unrelated PR.
Concretely surfaced on PR #692 (security bumps): all 12 visible checks
were green, but the merge button was blocked because the two
path-filtered workflows skipped and their required-check names never
reported.
This PR drops the `paths:` filter from both workflows so they always
fire on PRs against `main` + `stable`. Costs:
- `schema-drift` (`upgrade-from-bootstrap`): ~75 s per PR (Postgres
service boot + migrate:safe run + schema assertion).
- `install-smoke` (`fresh-install`): ~2 min per PR (full Docker
Compose boot + login).
Both are buying unconditional safety nets on the install + migration
paths, which is what the required-check gate is supposed to model.
Also fixes the trigger branch list while in the file: `[main, beta]`
→ `[main, stable]`, completing the post-#669 rename for these two
workflows that were missed in PR #686.
## What this does NOT fix
`GitGuardian Security Checks` is the third required check that's
currently missing on PRs — but that's a separate problem. The
GitGuardian GitHub App was installed at the user-account level
(`the-luap`) before the org transfer and didn't move with the repo.
Re-installing it on the org via the GitHub Marketplace is a UI step
the maintainer needs to do; can't be done via API.
@Luca-Timo is on main's review-bypass list so he can self-merge small
bugfixes without waiting for a maintainer review. The bypass list alone
is binary (he can merge anything), so this adds a complementary required
status check that fails when a bypass user's PR exceeds a configured
line-count threshold — blocking merge for genuine features while leaving
small bugfixes flowing.
How it works:
- Trigger: pull_request_target (so the workflow runs in the base repo's
context with permissions to write a check status — script never
executes PR code, so fork-PR-attack-safe).
- For PRs authored by a bypass user (default: @Luca-Timo):
- linesChanged = additions + deletions
- If ≤ LINE_LIMIT (300): check = success → bypass works → self-merge OK
- If > LINE_LIMIT: check = failure → required-check gate blocks merge
regardless of bypass; needs a maintainer review.
- For everyone else: check = success ("not applicable"). They go through
the normal review path and are unaffected.
Both constants (LINE_LIMIT, BYPASS_USERS) are at the top of the workflow
for easy tuning.
After this lands on main, a separate API step adds 'bypass-size-gate' to
the main branch's required_status_checks list so the gate is actually
enforced. Until that's in place the check runs but doesn't block.
GitHub-flavored `> [!IMPORTANT]` callout right below the title, before
the badges/hero block, so it's the first thing a visitor or repo browser
sees in the rendered README. Mirrors the in-app banner (#687) so an
operator gets the same message whether they're browsing the repo or
logged into the admin dashboard.
Body covers:
- Image-path change with the literal new path
- Branch rename (beta → main, main → stable) with auto-redirect note
- Link to docs/migration-to-org.md for the exact compose-file edit
Remove (or downgrade to a regular note) after the migration window
settles, same lifecycle as the in-app banner constant.
One-time banner shown at the top of the admin layout to surface the org
rename + GHCR registry change for operators who haven't read the release
notes. Sits right below the existing maintenance banner — same pattern.
## What it looks like
Blue, dismissible banner with a short body:
> PicPeak's image registry has moved
> Update your docker-compose.yml to pull from
> ghcr.io/picpeak/picpeak/{backend,frontend} — the old path is no longer
> being updated. [See migration notes]
The link goes to `docs/migration-to-org.md` on the new org repo.
## Design choices
- **No backend feature flag.** A hard-coded `MIGRATION_BANNER_ENABLED`
constant in the component file (1 line) gates global display. After
~1 quarter, flip it to false (or drop the mount in `AdminLayout.tsx`)
in a small follow-up PR. A backend `app_settings` row + Settings UI
toggle would be overkill for a one-time migration event.
- **Per-admin dismissal via localStorage.** Key is `picpeak:migration-banner:v1`
(versioned so a future "we've moved AGAIN" banner can show without
inheriting earlier dismissal). Wrapped in try/catch so private-mode
browsers + storage-quota-exceeded errors don't crash the layout.
- **EN + DE strings** under a new top-level `migrationBanner` namespace.
Other locales (fr, nl, pt, ru) fall through to EN — `migrationBanner.*`
keys aren't translated there yet, deliberate (per #669 the ops
banner is operator-facing and admins reading EN/DE is the majority).
- **Reuses `common.dismiss`** for the close-button aria-label.
## Test plan
- [ ] Frontend `npm run build:check` passes (TS + build)
- [ ] Open admin dashboard in EN → banner shows at top, below header,
above main content
- [ ] Switch to DE → banner shows German strings
- [ ] Click dismiss → banner hides, doesn't re-appear on hard refresh
- [ ] Clear localStorage `picpeak:migration-banner:v1` → banner returns
- [ ] Flip `MIGRATION_BANNER_ENABLED` to false → banner doesn't render
for anyone, regardless of dismissal state
Refs #669.
After the org move + branch rename (#669):
beta → main (active development)
main → stable (curated release channel)
This PR rewires the workflows that referenced the old branch names so
release-please and the Docker build target the right channels.
## Workflow changes
### `.github/workflows/docker-build.yml`
- **Push triggers**: `[main, beta]` → `[main, stable]` (both `push.branches`
and `pull_request.branches`). `beta` no longer exists; `stable` is the
curated channel that should also produce builds.
- **`is_prerelease` detection**: pre-release context was decided by
`refs/heads/beta`; now decided by `refs/heads/main` (active dev →
prerelease, `-beta.N` version suffix unchanged).
- **`:latest` + `:stable` tagging**: were gated on `{{is_default_branch}}`
(which used to be `main` = stable channel). Default branch is now `main`
= active dev, so the implicit gate would have aliased `:latest` to dev.
Both tags now explicitly gate on `refs/heads/stable` OR a non-prerelease
release tag.
- **`:beta` tag**: REMOVED. Active-dev pulls are `:main` (auto-generated
by `type=ref,event=branch`). The pre-rename `:beta` tag remains frozen
at its last build under Option B / #669 — operators are expected to
update to `:main` or pin to a versioned tag.
### `.github/workflows/release-please.yml`
- `branches: [main]` → `branches: [stable]`. This is the **stable**
release-please workflow (uses `release-please-config.json`); after the
rename, the stable channel lives on the `stable` branch.
### `.github/workflows/release-please-beta.yml`
- `branches: [beta]` → `branches: [main]`.
- `target-branch: beta` → `target-branch: main`.
- This is the **pre-release** release-please workflow (uses
`release-please-config-beta.json`, `prerelease: true`); after the rename,
pre-releases are cut from the new `main` (active dev). The version-suffix
scheme stays `-beta.N` so existing operator pins keep working.
## RELEASING.md
Rewrote the TL;DR, "How a stable release is cut", and hotfix path to
reference the new branch names. Added a one-line "branch model background"
note pointing at #669 so future maintainers know why `main` means active
dev (the opposite of what some projects use). Filename conventions:
`release/X.Y.Z-merge-from-main` (was `…-from-beta`); promotion PR title
`promote main → stable as vX.Y.Z` (was `promote beta → main`).
## Why combined with PR A's content as a single PR
Originally planned as two PRs (B = workflow triggers, C = release-please
reconfigure). Splitting wasn't worth it: the configs are branch-agnostic
(`release-please-config.json` and `release-please-config-beta.json` don't
mention branch names internally), and not bundling them meant a window
where the stable release-please workflow would fire on pushes to the new
`main` (active dev) — exactly the wrong place. Single PR closes that gap.
## Versioning scheme — kept
No version-scheme decision needed. The `-beta.N` suffix on pre-release
versions is preserved (existing operator pins like `v3.71.3-beta.0` keep
working). If a `v4.0.0-pre.N`-style reset is desired later, that's a
separate PR with explicit operator-comms attached.
Operator + contributor docs for the post-org-move world. None of these
files reference the legacy branch names (`beta` / old `main` meaning) —
they describe the new shape (`main` = active dev, `stable` = curated
release channel), so they're correct from the moment the rename happens.
Three additions/edits:
1. `docs/migration-to-org.md` (new) — operator-facing one-pager that the
in-app migration banner + the OLD GHCR package URLs (now 404) can
point at. Walks through the single `docker-compose.yml` edit needed.
2. `CONTRIBUTING.md` — new "Branch model" section explaining which
branch to target (`main` for features + most fixes; `stable` only
for small, surgical bugfix backports). Updates the "fork from beta"
step to "fork from main". Updates the release-process paragraph to
describe the two-channel model instead of the old beta→main promote.
3. `.github/PULL_REQUEST_TEMPLATE.md` — adds a target-branch hint at
the top of the template (HTML comment so it shows during PR
composition but doesn't render in the merged PR body).
Repo transferred from the-luap/picpeak → PicPeak/picpeak. Docker images
publish to ghcr.io/picpeak/picpeak/{backend,frontend} (lowercase, per the
GHCR canonical form computed by docker-build.yml's `${GITHUB_REPOSITORY,,}`).
Sweep covers:
- docker-compose.production.yml + Dockerfiles → new image registry path
- README, CONTRIBUTING, SECURITY, SIMPLE_SETUP, scripts/picpeak-setup.sh
→ new GitHub URLs
- Update-check / release-notes services (updateCheckService,
environmentService, updateNotificationService, adminSystem,
UpdateNotification, githubReleaseUrl) → GitHub API + tag URLs use the
canonical PicPeak/picpeak path
- Issue templates + README-DOCKER + workflow README → updated package URLs
- One commit-context comment in migrations/090 + customerAccountsService
CHANGELOG.md is intentionally untouched (historical release entries are
immutable; GitHub auto-redirects the old URLs indefinitely).
CLAUDE.md keeps the bare `(the-luap)` reference — that's the maintainer's
personal handle, not a repo URL.
22 files, 48/48 line swaps (every change is a 1:1 URL replacement).
The earlier change only relabeled is_monthly_draft rows. But a per-event
invoice created from hours is status 'scheduled' with scheduled_send_at = NULL
and is_monthly_draft = false — it never auto-ships (the scheduler only picks
rows with scheduled_send_at <= now), yet it still read "Scheduled" on the
customer panel + lists.
Add a shared isDraftInvoice() helper (scheduled && no send date, or a
monthly/manual accumulator) and use it for the badge in the Bills list, the
invoice detail header, and the customer profile's invoice panel. A scheduled
invoice WITH a future send date keeps "Scheduled".
Per request, keep the dashboard to four tiles rather than adding a fifth: the
"Revenue · last 365 days" tile is now clickable and toggles in place between
the trailing-365-day window and calendar year-to-date (since Jan 1).
- adminDashboard: new calendar-year cutoff + revenue.calendarYearMinor (same
cash-basis paid_at window logic as the existing trio).
- StatCard gains an optional onClick (renders as a button); the year tile uses
it, with a "Tap to switch window" hint for discoverability.
- bills.service CrmOverviewStats.revenue gains calendarYearMinor.
The mark-paid dialog offered Cash / Card / PayPal / TWINT but not bank
transfer — the default method for the QR-bill / IBAN invoices picpeak issues
(createInvoice even falls back to 'bank_transfer'). Added it as the first
option. Backend already accepts paymentMethod as a free string, so no API
change; i18n bills.payment.methods.bankTransfer (de "Überweisung").
Follow-up to the Bills-list change: the invoice detail header still printed
"Scheduled" for a running monthly/manual draft (is_monthly_draft). It already
had a separate monthly-draft badge, but the status pill itself now reads
"Draft" too, matching the list and the Billed-chip link target.
Manual/monthly-cadence customers accumulate logged hours into one running
draft invoice (is_monthly_draft, migration 128). That draft gets a real
invoice number and stamps the hours ("Billed: R-2026-0026"), but listInvoices
hid is_monthly_draft rows from the main list — so the invoice looked lost even
though it existed on the customer's monthly-queue card. It also carried status
'scheduled' despite never auto-sending on manual cadence, reading misleadingly
as "Scheduled".
- Bills list now opts into drafts via a new `includeDrafts` query param
(GET /admin/invoices → listInvoices includeMonthlyDrafts). Pickers/sub-lists
that reuse billsService.list leave it off, so they're unaffected.
- Draft rows render a distinct "Draft" badge instead of "Scheduled"
(transformInvoice already exposes isMonthlyDraft).
- The hours "Billed: R-…" chip now links straight to its invoice.
- i18n: bills.status.draft (de "Entwurf", en "Draft").
eventReminderService used bare boolean literals in its knex .where() calls
(events.is_active/is_archived/event_reminder_disabled and the assigned-
customer c.is_active), instead of the codebase's formatBoolean() convention
(utils/dbCompat). On SQLite, booleans are stored as 0/1, so a bare `true`
relies on knex's coercion rather than the explicit helper every other service
uses — the maintainer flagged this twice (#674, #679). Wrap all four.
The live totals panel in the quote/invoice editor (LineItemsTable) summed the
per-line rounded totals and showed that as Total — so with crm_invoice_round_total
on, a 4 × (2.5h @ 32.25) invoice previewed CHF 322.52 while the saved invoice +
PDF correctly show 322.50 with a Rundung row. The preview now mirrors the backend.
- LineItemsTable gains a `roundTotal` prop. When set, it computes the clean net
(full-precision sum rounded once — same rule as backend
utils/invoiceRounding.cleanNetMinor, including the migration-119 priced
sub-item override), shows a "Rundung" row for the drift, and folds it into the
VAT base + Total. Off ⇒ unchanged (no row).
- Bill + Quote editors pass roundTotal from appSettings.crm_invoice_round_total.
- i18n: crm.lineItems.rounding (de "Rundung", en "Rounding").
The saved-invoice detail view already shows the stored clean total, so no change
there.
Per-line totals are each rounded to the cent before the net is summed, so
a long time-based invoice can drift a few Rappen from qty × rate — e.g.
68 h × 32.25 = 2193.00, but the 21 rounded line totals sum to 2193.02. This
is the standard "sum of rounded lines" convention (Stripe/QuickBooks/Xero
do the same) and it foots, but some issuers want the total to match the
customer's arithmetic.
New per-issuer setting `crm_invoice_round_total` (default OFF, no migration —
read via getAppSetting with a false default). When on, the create paths store
the full-precision net rounded ONCE (cleanNetMinor), and the drift is shown to
the reader as an explicit "Rundung" row:
Betrag Netto 2'193.02 (= Σ visible line totals, still foots)
Rundung -0.02
Gesamtbetrag 2'193.00
- New util src/utils/invoiceRounding.js (cleanNetMinor) mirrors the
migration-119 hierarchy (priced sub-items override their parent) but sums
at full precision; rate-agnostic, so mixed hourly rates reconcile to one
clean net. Single document-level VAT rate ⇒ one Rundung row.
- computeTotals (quotes) + createInvoice + payload-preview gain the toggle.
- Render contexts derive the row as storedNet − Σ(line totals); legacy/off
documents have equal values ⇒ adjustment 0 ⇒ byte-identical output.
Suppressed on Storno/Mahnung (negated net + sign-flipped lines).
- Storno/tax-report stay correct: both use the stored net scalar, which is
the clean value (createStorno negates net_amount_minor; it never re-sums).
- pdf-i18n: totals_rounding in all 6 locales (de/en/fr confident; nl/pt/ru
machine-translated — flag for native review).
- Frontend: toggle on Settings → CRM (Invoices), default off.
Tests: backend/__tests__/utils/invoiceRounding.test.js (real 68h invoice,
mixed rates, discounts, sub-item hierarchy, no-op case).
Before drawing the line-items table, the renderer inflated page 1's bottom
margin to reserve room for the bottom-pinned totals block, but the `finally`
restored it on whichever page the table *ended* on — leaving page 1
permanently short on any multi-page document. On long invoices and quotes
this caused:
- the table to break far too early (only ~6 items on page 1, large blank
gap beneath)
- the page-number stamp to land below page 1's phantom bottom margin,
auto-paginating a stray blank trailing page and desyncing the
"Seite X von Y" labels (page 1 unnumbered, the blank page labelled
"Seite 1 von N")
Let the table paginate with the document's normal margins so each page fills
to the bottom; the existing desiredTotalsY check already advances to a fresh
page when the last item row would collide with the pinned totals block.
Also suppress the IBAN block under the totals when a Swiss QR-bill slip is
appended: the slip already prints the account/IBAN in human-readable form,
so it was pure duplication. The EPC QR path keeps the block (its QR lives on
a trailing page, so on-page bank details still help).
The dedicated Approvals page rows open the underlying document on click, but the
identical card on the admin dashboard didn't — so 'clickable approvals' only half
worked depending on where you looked. Apply the same treatment: the info area is
now a button that navigates to the run entity's detail page (quote -> /admin/quotes/:id,
invoice -> /admin/bills/:id, etc.), reusing the workflows.approvals.openEntity
tooltip. Confirm/Deny stay separate; items with no mappable entity render as plain
text.
The customer's accept/decline can be toggled for crm_quotes_accept_window_minutes
(default 15) before it locks, and the public page promises exactly that. But the
booking workflow fired on the FIRST accept click and immediately converted the
quote (status -> 'converted'), so a decline within the window was rejected
('Quote cannot be responded to in status converted') — the grace period was dead
on arrival.
recordResponse / adminAcceptQuote now DEFER the workflow emit while the toggle
window is open; the new scheduler sweep finalizeQuoteResponses fires the FINAL
status once response_locked_at passes (idempotent via the new
quotes.workflow_response_emitted_at column, migration 149). A response recorded
with the window already closed (0-min window, or admin decline which locks
immediately) still emits inline. So toggling accept->decline->accept inside the
window converts at most once, for the final state, after the customer's grace
period — and a plain decline never converts.
Trade-off: with the hourly CRM scheduler, the booking flow now starts up to ~1h
after the window locks instead of instantly. Acceptable — the flow gates on admin
review anyway, and the alternative (graph-level wait) wouldn't reach already-
enabled built-ins (admin_toggled_at blocks re-seed).
Adds a finalize sweep test (deferred while open, fires + stamps once locked,
idempotent).
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.
A quote with no explicit payment timing falls back to a single after_delivery
installment. spawnInstallmentInvoices marked those 'pending_delivery' even in
hold mode, so the booking flow's send_document -> sendInvoice threw 'Cannot send
invoice with status pending_delivery', the run failed, and no invoice email went
out (the symptom: approve the quote->invoice flow, receive nothing).
In hold mode the flow's review gate + explicit send_document IS the delivery
release, so a held invoice is always 'scheduled' (editable + sendable) regardless
of trigger; scheduled_send_at stays null so the scheduler never auto-sends it.
Non-hold after_delivery invoices keep 'pending_delivery' as before.
Adds a regression test (default after_delivery term -> draft -> scheduled+null).
Each approval asks the admin to confirm/deny, but they couldn't see what they
were approving. The row's prompt/meta area is now a clickable button that
navigates to the run entity's detail page (quote -> /admin/quotes/:id, invoice
-> /admin/bills/:id, event/contract/customer likewise) so the admin can review
before deciding. Confirm/Deny stay as separate buttons; rows whose entity has no
detail route (or no entity) render as plain, non-clickable text. Adds the
approvals.openEntity tooltip string (en + de).
These were the last guard-stubbed actions — offered in the builder palette but
refused on enable. Now all three are real, backed by existing converters:
- prepare_gallery: alias of prepare_event (a gallery IS an event in picpeak).
- reserve_date: convertToEvent({ skipInvoices: true }) — a pure draft date hold
with no money documents (new skipInvoices option on convertToEvent).
- prepare_quote: createQuote (customer entity) or duplicateQuote (quote entity),
producing a status='draft' quote; idempotent via ctx.vars.preparedQuoteId.
With no stubs left, the enable-guard switches from a hardcoded DOCUMENT_ACTIONS
list to a registry lookup: an action node whose config.action has no registered
handler is unimplementable. This can't drift from what the engine can run and
also catches typo'd/future actions. (Fixes the enable-route node mapping to
carry node.type so the action-node filter matches.)
Extends the single-connection SQLite in-trx deadlock fixes to the quote-create
path (prepare_quote runs unattended): nextQuoteNumber reads getAppSetting
through trx, createQuote logs via trx and hoists its hasColumnCached schema-drift
checks before the transaction.
Adds tests for reserve_date (no invoices), prepare_quote (draft, no deadlock),
and registry coverage; retargets the enable-guard refusal test at a genuinely
unregistered action. Full backend suite: 985 passed, 1 skipped.
Paul Nothaft