Implements the three restore-hardening items deferred from the #811 Codex
review (all validated against a real Postgres, see __tests__/integration/
picpeakRestorePg.test.js). Backend-only; targets main (feature, not a backport).
1. Global session cutoff (utils/sessionCutoff.js). A restore reassigns admin/
customer/event ids, so ANY pre-restore JWT can rebind to a different restored
principal. Revoking just the importing token wasn't enough. importFromPicpeak
now stamps a unix-second cutoff in app_settings after the restore commits, and
adminAuth / galleryAuth / verifyGalleryAccess / customerAuth reject any token
whose iat predates it (cached 30s → one in-memory compare on the hot path).
The operator's forced re-login mints a token past the cutoff, so it passes.
2. Role preservation across an RBAC replace (captureOperatorRole /
preserveOperatorRole). The operator's role + granted permission NAMES are
captured before the wipe; after roles/role_permissions are replaced the role
is resolved by NAME against the restored data, and re-created with its grants
if the backup omits it — so a crafted or cross-instance backup can't silently
downgrade or lock out the operator. reinjectCurrentAdmin now returns the
operator's id so the row can be re-pointed at the resolved role.
3. Postgres identity-sequence resync (resyncSequences). batchInsert writes
explicit ids without advancing the sequences, so the next natural insert into
any restored table collided on the PK. Runs AFTER commit (setval isn't
transactional) and guards every table with a column-existence check —
pg_get_serial_sequence RAISES on id-less tables like role_permissions.
No-op on SQLite.
Tests: SQLite unit tests for the cutoff and role preservation; a gated Postgres
integration suite (npm run test:pg with PICPEAK_PG_TEST_URL) covering sequence
resync, the id-less-table guard, explicit-id reinject, role re-creation, and a
full cross-instance replaceAllTables run asserting operator preservation, role
re-establishment, FK integrity, and collision-free post-restore inserts.
Stacks on #811 (shares the reinject hardening); merge after it.
Two pre-existing bugs surfaced while reviewing #806 (kept separate per
scope policy — no OIDC code here):
- backup_s3_secret_key and backup_rsync_ssh_key (an SSH PRIVATE KEY)
were returned in PLAINTEXT by GET /admin/backup/config and by the
generic settings reads (GET /admin/settings and /admin/settings/:type
— which mask the recaptcha/umami/rybbit keys but not these). All
three now mask with the established bullet sentinel, and
PUT /admin/backup/config skips the sentinel on write so the edit form
round-trips without clobbering stored credentials (same pattern as
the email/WhatsApp config endpoints)
- /api/auth/admin/login/mfa was missing from the maintenance-mode
allowlist: the first login step passed, the second factor got a 503 —
any MFA-enrolled admin was locked out exactly while maintenance mode
was on
Regression tests: masking on all three read paths, sentinel round-trip
preserves stored values, real rotation still writes.
Split out of #801 so the public-API behavior change gets its own review:
- v1 POST /events validates event_type against the live event_types
catalog instead of the hardcoded whitelist — custom types created in
Settings → Event Types were rejected with 400. BREAKING for the
never-seeded 'family' slug, which the old whitelist silently accepted
and wrote as a dangling reference; create a matching event type to
keep using it
- new GET /api/v1/event-types (read scope) so API-token clients can
discover valid slugs; OpenAPI enum replaced accordingly
- standalone contract→event conversion no longer hardcodes
event_type: 'wedding' — it resolves via crm_default_event_type, then
the catalog catch-all, same chain as quote→event conversion
- resolveDefaultEventType moved from quoteService to eventTypeService
for shared use (no behavior change)
Keeps #801 scoped to the setup-wizard event-types feature and its
load-bearing guards. The v1 validator/discovery endpoint and the
contract-conversion default fix ship separately so the public-API
behavior change gets its own review weight.
Three review rounds on PR #801; fixes in response:
- isValidEventType: live catalog is authoritative when it has rows — a
deleted or deactivated slug no longer validates via the legacy
fallback (fallback now only serves an empty-catalog install)
- deleteEventType: refuse deleting the last (and last ACTIVE) type;
updateEventType: refuse deactivating the last active type (unknown
slugs are rejected since the validator change, so an empty active
catalog would brick event creation)
- setup window fails closed: only an explicit stored `false` opens it
(a portable-backup restore can leave the key absent) and a normal
admin login durably closes it (abandoned-wizard case)
- reserved bootstrap keys (setup_wizard_completed, setup_token) are
stripped from ALL generic settings upserts (/general, /security,
/analytics, /seo) so the marker is genuinely one-way
- wizard step: deletes ordered so the catalog can never end up empty,
and a genuinely failed system-type deletion reloads the list and
stays on the step instead of advancing past the only window in which
it can be retried
- CreateEventPage: snap the hardcoded initial 'wedding' selection to
the first active type when the catalog no longer contains it
- v1 API: new GET /event-types (read scope) so token clients can
discover valid slugs; OpenAPI enum replaced with the live-catalog
description
Fresh installs can now shape the event-type catalog during the setup
wizard — rename, delete or replace the seeded defaults while nothing
references them. On existing installs system types stay protected.
- New wizard step between features and config: edit name/URL prefix,
remove, or add types; defaults shown as recommendations
- setup_wizard_completed app setting (migration 161): seeded true when
an admin already exists, false on fresh installs; POST /api/setup/
complete (adminAuth) flips it when the wizard finishes
- deleteEventType: system types deletable only while the flag is unset;
in-use check extended to quotes; per-type reminder template
(event_reminder_<slug>) is deleted with the type
- reminder-template self-heal no longer resurrects templates for slugs
removed from the catalog
- v1 API event creation validates event_type against the live catalog
instead of a hardcoded whitelist (custom types were rejected; the
never-seeded 'family' slug is no longer silently accepted)
- contract→event conversion resolves the event type via
crm_default_event_type / resolveDefaultEventType instead of
hardcoding 'wedding' (resolveDefaultEventType moved from quoteService
to eventTypeService for reuse)
- 🔴 Event ownership: GET /event/:eventId and DELETE /reorder/:eventId now use
requireEventOwnership; POST /reorder (event_id in body) gets the equivalent
inline check (super_admin bypasses; others limited to owned/ownerless events).
New test covers a settings.edit-holding non-super_admin blocked (403) on all
three per-event routes.
- 🔴 Migration renumber: 158→159, 159→160 (upstream #788 already took 158);
headers + the test's require path updated.
- 🟢 Nits: stale inline "Drag the arrows" fallback → "Use the arrows" (matches
en.json; control is click-only); invalid bg-accent-dark/150 → bg-accent-dark.
Enabling the invoice-dunning built-in suppressed the legacy reminder ladder
but only created runs for invoices sent AFTER enabling — already-sent unpaid
invoices got dunned by neither. Now:
- Turning dunning ON enrolls every open sent/overdue unpaid invoice via
emitWorkflowEvent('invoice.sent') (engine.backfillDunningRuns(), wired into
the workflow enable toggle). Idempotent via the per-(flow,entity) dedup.
- The grace wait is anchored to the invoice's due date: computeWakeAt now
treats { untilVar, delayDays } as "var + offset" (was var-only OR now+offset),
and the built-in's waitGrace becomes { untilVar: 'dueDate', delayDays:
firstDays } (seed v6 -> v7). An already-overdue invoice duns on its real
timeline instead of restarting a fresh grace clock.
Note: the due-date-anchored graph applies to freshly seeded built-ins; an
already-admin-enabled dunning workflow still enrolls via backfill but keeps its
current grace timing until re-seeded.
26 tests as a safety net ahead of decomposition — invoice create/list/
status transitions, adminEvents CRUD via Supertest+SQLite, backup config
parsing and manifest validation.
From the-luap's review:
- Import no longer trusts manifest.tables blindly. It now intersects the
manifest's table list with the real data tables of THIS database
(listDataTables(), which already excludes knex_migrations/_lock) and
drops anything else. A crafted/corrupted .picpeak listing knex_migrations
or a non-existent table can no longer wipe it; skipped tables are logged.
- The Postgres session_replication_role='replica' SET (needs superuser) is
now wrapped: on a managed-PG non-superuser it fails BEFORE any rows are
deleted (transaction rolls back) and surfaces a clear, actionable 400
instead of a cryptic permission error.
- Export: on an archiver error, the temp out dir (a partial plaintext-secret
archive) is now removed instead of orphaned.
Tests (+4, now 26): engine-mismatch rejection, forward-only newer-refused,
non-picpeak rejection, and files/ restored + filesRestored asserted.
Receiving half of the roundtrip. picpeakImportService.importFromPicpeak():
- Validates the manifest: rejects non-picpeak files, a newer format, an
engine mismatch (pg↔pg / sqlite↔sqlite only), and a backup from a NEWER
schema than this instance (forward-only). knex_migrations absence is
tolerated (test harnesses).
- Snapshots the current logged-in admin, then wipes + reloads every table
from the backup NDJSON in one transaction with FK enforcement suspended
(pg: session_replication_role=replica reset before commit; sqlite:
defer_foreign_keys). knex_migrations is never touched, so the target's
schema/migration state is preserved.
- Re-injects the current account so the operator is never locked out; a
backup admin colliding on email is overwritten with the current creds.
- Restores files/ into storage and detects external-media references so the
caller can prompt to reconfigure the mount.
Roundtrip integration test proves: backup data restored, current account
survives a full override (different email → added), and the email-collision
case keeps the operator's password.
First half of the GUI-only backup roundtrip. Adds a self-describing
".picpeak" archive that can be downloaded from one instance and (later)
re-uploaded to another via the web UI only.
- picpeakExportService.createPicpeak(): dumps every table as NDJSON
(tables introspected at runtime — no hardcoded list, won't rot), plus
a manifest (format version, app version, DB engine, latest migration,
per-table row counts + checksums, includePhotos, contains_secrets),
plus files/ (business-docs + uploads always; original gallery photos
only when includePhotos). NDJSON is engine-neutral so the target
rebuilds schema via migrations then loads rows — enabling pg↔pg /
sqlite↔sqlite and forward-only auto-migrate.
- GET /admin/backup/picpeak/export?includePhotos= streams the file and
sets X-Picpeak-Contains-Secrets (the file holds plaintext SMTP pass,
admin hashes, API keys — the UI must warn).
- Purely additive: no existing backup/restore path is touched.
Integration test proves the archive shape, knex-table exclusion, and
row-count/NDJSON consistency (85 tables on the seed schema).
Previously "Continue" on the token step only checked the field was
non-empty; a wrong token wasn't caught until the final submit, after the
user had filled in email + password. Add a non-burning verify:
- backend: POST /setup/verify-token constant-time compares the token
without consuming it (createInitialAdmin still claims it atomically on
submit), gated on no-admin-exists and rate-limited like /setup/admin.
- frontend: step-1 "Continue" calls verifyToken and only advances on a
valid token; a wrong token shows the invalidToken error on the field,
429 -> too-many-attempts, 409 -> redirect to login.
Adds integration tests for accept-without-burn / reject / closed-once-set.
Blockers:
- SetupPage now mirrors the server password rule (>=8 with upper/lower/digit) so
a green client isn't bounced by the server; server errors carry a `field`
(routes/setup.js) that the client maps to a translated key instead of
rendering raw English. New i18n: setup.invalidToken, setup.passwordRequirements.
- picpeak-setup.sh: the ADMIN_CREDENTIALS.txt block no longer dead-ends on the
wizard path — when no legacy admin was seeded it prints the one-time setup
token (from data/SETUP_TOKEN / docker compose logs) and points at /setup.
Concern:
- createInitialAdmin creates the admin + burns the token in ONE transaction,
atomically claiming the token (null-if-present, expect 1 row) so a
double-submit can't create two super_admins. Cross-DB (whereNotNull, trx-only
writes). Added a concurrency test.
Nits:
- SetupPage redirects to /login when /setup/status errors (no form flash on a
configured instance).
- Dropped the unused DATABASE_URL from docker-compose.yml.
- Documented why secrets are chmod 644 (three different reader users).
Issue 3 from #699 (@alexvaltchev's report): expose a custom-named short
URL per event that bots scrape for OG previews and browsers redirect to
the underlying gallery. WhatsApp / iMessage / Facebook cache the OG
metadata by the URL they crawl, so the SHORT URL becomes the cache key
— admins can rotate or split-test underlying gallery URLs without
re-pushing a fresh link to clients.
Additive feature; no existing route, table, or column is modified.
## Backend
- `gallery_short_urls` table (migration 150): id, short_slug UNIQUE,
event_id FK CASCADE, target_path TEXT, created_by/at, hit_count,
last_hit_at, deleted_at/by. hasTable-guarded so the migration is
idempotent on re-run.
- `src/services/galleryShortUrlService.js` — validator + CRUD +
resolver. Slug rules: `/^[a-z0-9](?:[a-z0-9-]{0,62}[a-z0-9])?$/`,
reserved blocklist (admin, api, auth, gallery, og, s, login, ...).
target_path snapshots at create-time from the event + global
short-URL toggle, so a later flip of the toggle does NOT silently
change where existing short URLs resolve.
- `src/routes/adminShortUrls.js` — `GET/POST
/api/admin/events/:eventId/short-urls`, `DELETE
/api/admin/short-urls/:id`. Structured errors: 400 INVALID_SLUG,
409 SLUG_TAKEN (with `suggested`), 404 EVENT_NOT_FOUND. Gated by
events.view / events.edit + requireEventOwnership.
- `server.js` /s/:shortSlug public route. Bot UA → server-render the
same OG metadata the existing /og/gallery/<slug> handler produces,
then override og:url to point at /s/<shortSlug> itself (cache-key
invariant — social platforms key by the URL they scrape).
Browser UA → 302 to target_path. Soft-deleted slug → 410 Gone
(intentional-delete signal, distinct from 404 unknown slug).
Hit accounting is fire-and-forget.
## Frontend
- `services/shortUrls.service.ts` — list/create/remove.
- `components/admin/ShortUrlsCard.tsx` — per-event card on the
EventDetailsPage. Form for custom or auto-generated slug, list with
copy-to-clipboard + soft-delete. SLUG_TAKEN error surfaces the
service's `suggested` slug with a "use suggested" button.
- i18n: events.shortUrls.* added to EN + DE.
## Tests
78 new tests, all passing:
- `__tests__/utils/galleryShortUrlValidation.test.js` (48) — pure-
function tests for validateSlug: accepts/rejects, reserved-slug
blocklist, path-traversal + URL-injection vectors.
- `__tests__/integration/galleryShortUrls.test.js` (19) — service
layer against a real SQLite DB. Covers custom + auto-generated
slugs, collision + SLUG_TAKEN + suggested, target_path
snapshotting (backward-compat invariant), soft-delete + slug
rotation, hit counting.
- `__tests__/integration/galleryShortUrlRoute.test.js` (11) —
HTTP-level: 302 redirect for browser UA, 200 + OG HTML for bot UA,
og:url canonical points at /s/<slug>, 410 for soft-deleted +
orphaned events, 404 unknown + malformed.
Regression sweep: 47 existing migration-chain integration tests still
pass; migration 150 is additive only.
## Backward compatibility
- Existing `/gallery/<slug>`, `/gallery/<32-hex-share-token>`,
`/gallery/<slug>/show/<token>`, `/og/gallery/<slug>`,
`/og/gallery/<slug>/cover` routes are untouched.
- The `/s/` namespace is new; no existing route lives there.
- Migration 150 only ADDs the new table — no ALTERs on existing
schema, no destructive changes.
- target_path is snapshotted at create-time so flipping the global
"Use short gallery URLs" setting after a short URL exists does NOT
change where that short URL resolves.
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).
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).
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.
The booking_full / booking_simple flows go prepare_event -> prepare_invoice,
but prepare_event was still a guard-stub, so enabling either flow returned
409 'uses actions that aren't implemented: prepare_event'.
prepare_event now calls convertToEvent({ hold: true }): convertToEvent already
creates the event as is_draft=true AND schedules its invoices, so this creates
those invoices on HOLD (scheduled_send_at NULL) and stashes their ids in
ctx.vars.preparedInvoiceIds. The downstream prepare_invoice already short-
circuits on a populated preparedInvoiceIds, so it ADOPTS the event's held
invoices instead of calling convertToInvoiceOnly again (which would both
double-create and throw ALREADY_CONVERTED_TO_EVENT). The review gate, the
wait-until-event-date, and send_document then issue those same invoices.
send_document(event)=publish is intentionally left a graceful skip — the
gallery is published manually after photos are uploaded, not auto-published
on an empty draft.
convertToEvent gains the same single-connection SQLite deadlock fixes as
convertToInvoiceOnly (getAppSetting reads through trx; logActivity moved after
commit) since prepare_event runs unattended, returns invoiceIds (incl. the
idempotent already-converted re-entry, which recovers them by event_id), and
removes prepare_event from the enable-guard list.
Adds a convertToEvent hold-mode test (draft event + held invoices + quote
linkage) and updates the enable-guard test to a still-stub action
(prepare_gallery). Full backend suite: 982 passed, 1 skipped.
Implements the draft-seam booking cutover so the booking_invoice_only flow
becomes enableable. The booking flows trigger on quote.accepted, so the run
entity is the quote:
- prepare_invoice: convertToInvoiceOnly({draft:true}) creates the invoice(s)
on HOLD (scheduled_send_at NULL, status stays 'scheduled') so the scheduler
never auto-sends before the review gate; crash-recovery recovers drafts by
the quote's deal_uuid. Stores ids in ctx.vars.preparedInvoiceIds.
- prepare_contract: createFromQuote (idempotent via converted_contract_id).
- send_document: dispatches the prepared draft (invoice -> sendInvoice each id,
contract -> sendContract).
- resolveActor: quote creator -> workflow creator -> first admin.
- prepare_contract/prepare_invoice/send_document removed from the enable-guard
list; prepare_event/prepare_quote/prepare_gallery/reserve_date still guarded,
so booking_full/booking_simple stay blocked until the event-path increment.
Fixes a latent single-connection SQLite deadlock these unattended paths would
hit: getAppSetting/logActivity/adminActor read or write the global db, which
deadlocks when issued inside an open knex transaction. Thread the active trx
through getAppSetting, logActivity, nextInvoiceNumber, nextContractNumber, the
spawnInstallmentInvoices audit log, and hoist adminActor before createFromQuote's
transaction. convertToInvoiceOnly now logs after commit and returns invoiceIds.
Adds bookingCutover integration test (hold-mode null send-at, normal scheduled
contrast, contract path no-deadlock) and a route test that the now-implemented
booking invoice actions can be enabled.
When an event has no inline customer_email/host_email but has customer
account(s) assigned (event_customer_assignments), the pre-event reminder now
sends to those registered customers instead of skipping with no_recipient.
Recipients sent to an assigned account are queued WITHOUT eventId so the
language resolver uses the customer's preferred_language (vs the event's
language for inline-email sends). Applies to both the flow path
(sendReminderForEvent) and the legacy pass. The gallery-ready mail deliberately
does NOT fall back to accounts — only the reminder does. Test covers the
no-inline-email + assigned-customer case.
composePayload pre-formatted event_date to DD.MM.YYYY, but emailProcessor runs
date variables through formatDate(value, language) — new Date("25.06.2026")
can't parse → the email rendered "Invalid Date". Pass the raw event_date and let
the processor localise it, matching the expiry mailer's contract. Pre-existing
in the migration-143 composePayload (dormant while the legacy pass was gated
off); surfaced once the pre_event_email flow ran.
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.
- gate decision with no matching edge → run fails (not silent done)
- enabled-based mutex: legacy reminder pass stands down only when the flow is on
- built-ins now seeded disabled (v6/v2/v3); re-seed flips never-touched defaults
but preserves an admin_toggled_at-owned flow
- route: rejects unknown node type; refuses enabling a flow with unimplemented actions
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.
- 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.
The workflow/dunning suites boot the full core-migration set in beforeAll via
bootCrmDb. In isolation that's ~1.3s, but under full-suite parallel load on a
small CI runner it can exceed Jest's 5s default, timing out beforeAll and
failing every test in the file (the CI flake). Match the existing pattern used
by the other migration-heavy CRM suites (discountLineItems, incomingInvoiceRebill)
and set jest.setTimeout(30000) on workflowEngine, workflowRoutes and
invoiceDunning.
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.
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.
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.
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.
Paul Nothaft