CRM + accounting admin surfaces read gallery-theme tokens — the
`text-theme`/`text-muted-theme` utility classes and raw `var(--color-surface|
text|surface-border|elevated)` inline styles — which `ThemeContext` writes as
inline `--color-*` on <html> for every route. Those inline vars beat the admin
`.dark` toggle, so e.g. the "Create passive customer" modal (#620) renders dark
while the admin is in light mode (and the reverse).
Repoint every CRM/accounting admin surface to Tailwind `dark:` classes so it
tracks the admin toggle deterministically:
- text-theme → text-neutral-900 dark:text-neutral-100; text-muted-theme →
text-neutral-500 dark:text-neutral-400 (across the CRM list/detail/editor
pages, hours, calendar, lineage, installments, CRM settings).
- modal/dropdown/chip/divider inline `var(--color-surface*)` → bg-white
dark:bg-neutral-900 / border-neutral-200 dark:border-neutral-700 etc.
(CustomerManagement + CustomerDetail modals = the #620 fix).
- toggle off-track surface-border → bg-neutral-300 dark:bg-neutral-600; brand
accent ON-state kept (var(--color-accent)).
- CalendarPage FullCalendar chrome: scope local --cal-* vars under .fc / .dark
.fc so the calendar follows the admin toggle (was reading gallery vars).
- PasswordResetModal bare neutrals + TaxReport Storno/Reissue badges gain dark
pairings.
Brand accent/primary tokens and the branded admin login are intentionally left
on the gallery theme. The same leak exists in non-CRM admin areas (dashboard,
events) — out of scope here.
A sweep of every CRM/accounting toggle found surfaces still reachable
with their flag OFF. Adds a shared requireFeatureFlag middleware (the two
existing per-file copies predate it) and closes the gaps:
- Hours logging: only createEntry checked the flag — edit/delete/bill and
the list/summary routes were permission-only. Gate all six
/hour-entries routes on the hoursLogging master so a disabled feature
can't be read, mutated, or invoiced via a direct API hit.
- Installment plans: PUT /deals/:uuid/installment-plan mutates invoices
but wasn't bills-gated; add requireFeatureFlag('bills').
- Customer invoice PDF: /invoices/:id/pdf lacked the feature_bills check
the list + quotes routes have. Also fixes the quotes-PDF gate, which
read req.customer.feature_quotes (never populated → silent no-op).
- Customer contracts: /contracts + /contracts/:id/pdf were gated by
neither the master nor a per-customer column.
Per-customer contracts override (the missing counterpart):
- Migration 131 adds customer_accounts.feature_contracts, default TRUE so
existing customers keep their Contracts tab (preserve-visuals).
- Effective resolver now contractsMaster AND feature_contracts; admin
detail page gains the toggle; service/validator/serializer wired.
Cleanups:
- Drop stale `taxReport` from the sidebar's Clients-reveal list (Tax moved
to Accounting); add the missing `projects` so it mirrors the context
derivation.
- SettingsPage tab-snap effect now depends on flags.accounting.
- Fix stale taxReport "forced off when bills off" comment (it's accounting).
The "VAT code by revenue rate" rows were hardcoded to the Swiss/LI rates
(8.1/2.6/3.8/0), so a code at any other rate (e.g. DE 19%/7%) had no row
to map. Derive the rows from the distinct rates of the OUTPUT VAT codes
instead — retype a code to a local rate and its row appears automatically;
remove the last code at a rate and the row drops. The CH/LI seeds are
unchanged and still produce the same four rows.
Frontend rateKey() mirrors backend ledgerService.rateKey so the saved map
keys keep matching the export-time lookup. Each rate's dropdown is scoped
to output codes at that rate. Empty state when no output codes exist.
app_settings has no created_at column (src/database/db.js defines only
setting_key/value/type + updated_at), so inserting one threw — which
broke saving any FIRST-TIME setting key. Existing keys took the UPDATE
path and worked, hiding the bug; it surfaced on the new VAT-registration
toggle + reclaim-countries keys ("Failed to save accounting settings").
Also fixes the same latent failure on the customer-surface settings route.
Consolidate all accounting configuration in one place. The Chart of
accounts (accounts table + category/default-account mappings) becomes a
self-contained ChartOfAccountsManager rendered in Settings → Accounting,
next to the VAT codes that already moved there. The /admin/accounting
section is now purely operational (Incoming invoices · Expenses · Tax).
The old /admin/accounting/ledger route redirects to the settings tab so
bookmarks keep working; the Tax page "Configure" link points there too.
ChartOfAccountsManager saves only the account keys (partial-merge safe,
same as VatCodesManager), so the two never revert each other's edits.
Move VAT-code CRUD and the rate→code / treatment→code maps off the
Chart-of-accounts page into a self-contained VatCodesManager rendered in
Settings → Accounting, so all VAT config lives in one place. CoA keeps
the accounts table, default/system accounts, and expense-category maps.
Both pages save disjoint key sets through the partial-merge updateSettings
(CoA → account keys only; VatCodesManager → ledger_vat_map +
ledger_output_vat_map only), so neither reverts the other's edits.
The report's vatPayable is now: 0 when not VAT-registered; otherwise output VAT
minus the RECLAIMABLE input VAT only (costs with tax_treatment
foreign_vat_non_reclaimable are excluded from the deduction). Registration reads
accounting_vat_registered; when unset it falls back to a behaviour-preserving
heuristic (charged output VAT this period ⇒ registered), so existing reports are
unchanged and non-VAT installs correctly show 0. loadCosts now tracks
reclaimableVat. Tests updated; 32 pass.
Adds the 'VAT registration & reclaim' section to Settings → Accounting: a
'VAT-registered' toggle (charge output + reclaim input VAT) and a multi-select
of countries whose input VAT is reclaimable (default domestic CH/LI). Wires
accounting.service + the backend keys added earlier (accounting_vat_registered,
accounting_vat_reclaim_countries). i18n en/de. The report VAT-payable math that
consumes these is the next slice.
Slice 2 + 1b:
- Bill editor: VAT-rate field → VatRateSelect dropdown (mirrors the quote
editor); snapshots vatCode on create + carries it from a source quote.
- getQuoteById + the invoice serializer now return vat_code, so re-editing a
saved document preserves the snapshot instead of falling back to the
rate→code map. Payload types (quotes + bills) carry vatCode.
72 tests pass; build green.
Slice 3a — replaces the free-typed VAT rate in the quote editor with a dropdown
of configured output VAT codes (+ 'Other (custom rate)'), reading the un-gated
/admin/vat-codes endpoint. Selecting a code sends vatCode → the backend snapshots
it (migration 130) and the export emits it. New VatRateSelect component + a
read-only vatCodes.service. Create flow snapshots correctly; loading a saved code
into the editor (serialization return) + the bill editor are the next slices.
Build green.
Slice 1 of the VAT consolidation backend:
- PUT /admin/settings/accounting accepts accounting_vat_registered (bool) +
accounting_vat_reclaim_countries (ISO-2 list); GET /:type already returns
them parsed, so no GET change needed.
- New read-only GET /api/admin/vat-codes (adminAuth, NOT accounting-gated) so
the invoice/quote editors can populate their VAT dropdown even when the
accounting layer is off. Management CRUD stays under /admin/ledger.
Wires the vat_code snapshot (migration 130) through the write paths: quote
create/update, the main invoice create, and the Storno carry-over (so a
cancellation exports the same code as the invoice it reverses). Guarded with
hasColumnCached; reads payload.vatCode (sent by the editor dropdown, coming in a
later slice — inert until then, falls back to the rate→code map). 72 tests pass.
First slice of the VAT-consolidation: migration 130 adds a nullable vat_code
snapshot column to quotes + invoices, and the Treuhänder export now prefers the
invoice's snapshotted code over the (mutable) rate→code map, so a historical
invoice's VatCode never changes when codes are re-mapped. Schema-drift guarded;
behaviour-neutral until the editors start writing the snapshot (next slices).
Part of: VAT registry → Settings→Accounting, invoice VAT dropdown, registration/
reclaim toggle.
Real Banana Income & Expense files name the category column 'Category', not
'ContraAccount' (which the doc listed but is a double-entry concept) — so the
income/expense account never landed and Banana warned 'ContraAccount column not
found'. Use 'Category'. VatCode stays (it only warns on a non-VAT-enabled file;
amounts are gross). Test updated.
The Date column imported empty into Banana because dateOnly() did
String(d).slice(0,10) — on Postgres the date columns come back as JS Date
objects, so that yields "Thu Jan 15" instead of "2026-01-15", which Banana
rejects. (SQLite returns strings, so the tests never caught it — the
pg-date-serialisation trap.)
- ledgerService.dateOnly + taxReportService CSV now format Date objects to
yyyy-mm-dd via local calendar parts (DATE columns are local-midnight).
- Regression test added with a real Date object (the existing tests all used
string dates).
The Banana export assumed a double-entry file; a user importing into an Income
& Expense (Einnahmen-Ausgaben) file got "AccountDebit/AccountCredit/Amount/
VatCode column not found", since those columns only exist in double-entry.
Add a second Banana format alongside the double-entry one:
- ledgerService: new `banana_ie` format → Banana I&E columns Date, Doc,
Description, Income, Expenses, ContraAccount (the income/expense account),
VatCode (banana.ch doc 9946). Revenue → gross in Income + revenue account;
cost → gross in Expenses + expense account. Same tab-separated .txt shape.
- Frontend: ExportFormat + dropdown gain `banana_ie`; .txt extension covers
both Banana variants. Labels relabelled: "Banana — double-entry" and
"Banana — income & expense" (de equivalents). Hint de-"double-entry"-fied.
- Test added for the I&E format.
Pairs with the prior UTF-8 BOM fix (the "·" mojibake). Tests + build green.
The /ledger/export route sent the file without a BOM, so Banana (and Excel)
decoded it as the local charset — the '·' description separator and any umlauts
imported as mojibake ('·'). Prepend the EF BB BF BOM like the tax-report CSV
route already does.
Banana's "Text file with column headers" import (Actions → Import into
accounting) requires a TAB-separated .txt with unquoted values — picpeak was
emitting a comma-separated, quoted .csv, which won't even show in Banana's
*.txt file picker, let alone parse into columns.
- ledgerService.exportPostings: the `banana` format now serialises TAB-separated
with no quoting, .txt extension, text/plain content-type. generic + bexio stay
comma-CSV (RFC 4180). Tab/newline chars in a cell are collapsed to spaces.
- Frontend ledger.service: download filename uses .txt for banana.
- Tests updated for the new banana shape (tab header, .txt, text/plain).
The column names already matched Banana's NameXml; only the serialisation was
wrong. bexio left as comma-CSV (verify against bexio's import spec separately).
The CSV rework (unified, typed ledger) replaced the 'Rechnung' column with
'Referenz' (+ a 'Typ' column) and dropped the separate cancelled 0/1 column in
favour of a localised '(Cancelled)' suffix on the Reference cell. Update the
two assertions in taxReportPdf.test.js accordingly. All 11 cases pass.
- Give all four export controls (CSV / PDF / format select / Accountant export)
a matching min-width so the two rows form a tidy right-aligned button grid
(CSV over format select, Export PDF over Accountant export).
- Replace the dashed sub-divider between the Report and Accounting journal
groups with a solid line so the separation reads clearly.
- Restructure the export area into two labelled groups: 'Report' (PDF/CSV,
for you) and 'Accounting journal' (for your accountant), each with a
one-line caption — instead of two unlabelled button rows.
- i18n: the English label was the German 'Treuhänder export' → now 'Accountant
export' (de stays 'Treuhänder-Export'); hint reworded.
- Feature flags: the journal export is an accounting-layer feature (needs the
Chart-of-accounts mapping), so gate it on the 'accounting' master — the
group only renders when accounting is on, and the backend /export route no
longer requires the 'taxReport' sub-flag (the router already requires accounting).
Build + node --check + JSON parse green.
The standalone 'Treuhänder export' tab duplicated the Tax page's period/
currency filters over the same data. Fold the collective-journal export into
the Tax page as a third export action (target-tool format picker: generic /
Banana / bexio), beside Export CSV/PDF, with a link to its Chart-of-accounts
config. Removes the Accounting sub-nav 'export' tab (old /export route now
redirects to the Tax page); keeps Chart of accounts as its own setup tab.
Deletes the now-orphaned LedgerExportPage.
Build + JSON parse green.
The summary card's top block (Total net/VAT/gross) is the outgoing-invoice
totals but had no section header, unlike the 'Income / costs' block below.
Add an 'Outgoing invoices' (de: 'Ausgangsrechnungen') header to match.
Replaces the separate revenue + costs tables with a single ledger across the
screen, CSV and PDF. Every row is typed (outgoing invoice / incoming invoice /
expense) and signed — outgoing positive, incoming + expenses negative — so
sorting by value runs income → costs and the column nets toward the Result.
- getTaxReport now returns a `ledger` array (signed, typed, date-sorted);
legacy rows/costs/summary kept for back-compat.
- Frontend: one sortable table (click Type/Date/Party/Net/VAT/Gross), coloured
type badges, cancelled rows greyed with lineage badges; Income/Costs/Result
summary box unchanged.
- CSV + PDF reworked to the same unified, signed layout; PDF totals show
Income / Costs (negative) / Result.
- i18n: en/de (frontend) + pdf-i18n (en/de real; fr/nl/pt/ru English-fallback,
flagged for native review).
Build + node --check + JSON parse green.
The tax-report cost query selected inbound_documents.description, but that
column only exists on the 'expenses' table — inbound_documents has none. On
Postgres this threw 'column inbound_documents.description does not exist',
so the whole cost side failed with 'Costs could not be loaded'.
Use inbound_documents.invoice_number (an existing column, same descriptor
ledgerService surfaces) as the cost-row label instead. Expense rows still
use their real expenses.description column.
Resolves the 7 feature-flag / i18n conflicts (accounting flags vs upstream's
Project Overview 'projects' flag, both registered in the same files) as
additive unions — accounting + incomingInvoices + expenses AND projects all
coexist. Migrations slot cleanly: projects 117-121, accounting 122-129, no
collisions. Frontend build + backend node --check pass.
The previous wrapper gated /admin/* on a /auth/session check and only showed
the panel when an admin session was detected. Two failures:
1. The session check effect depended on `isAdminRoute` (a boolean), so the
client-side login → dashboard navigation (both /admin/*) never re-ran it.
hasAdminSession stayed stale-false from the logged-out /admin/login render,
so a freshly logged-in admin landed on the maintenance screen anyway.
2. It also hid /admin/login itself (the catch-22).
Fix: the maintenance screen only blocks customer/gallery/public routes —
/admin/* is never blocked. The admin auth layer already handles access
(AdminLayout redirects a logged-out admin to /admin/login), so no session
probe is needed here. Removes the fragile /auth/session dependency entirely.
Backend skipPaths (/api/auth/admin/login + /api/auth/session) stays: login and
AdminAuthContext's token validation must still work during maintenance.
Turning on maintenance mode locked out every admin — including ones already
logged in — with no way back in from the browser. Two causes:
1. Backend (middleware/maintenance.js): the skipPaths allow-list pointed at
/api/admin/login and /api/admin/auth/login, but the real admin auth routes
live under /api/auth (POST /api/auth/admin/login, GET /api/auth/session).
So during maintenance both the login POST and the session check 503'd. The
503 on /auth/session made the frontend read every admin as logged-out, and
also tripped the axios interceptor that force-enables maintenance globally.
Fixed the allow-list to the actual endpoints.
2. Frontend (MaintenanceWrapper.tsx): the maintenance screen rendered over
every /admin/* route unless an admin session already existed — covering the
/admin/login page itself. A logged-out admin could never reach the form to
get a session (catch-22). /admin/login is now always allowed through.
With both: a logged-in admin keeps working (session check passes), and a
logged-out admin can reach /admin/login and sign back in, all while
maintenance mode correctly blocks customers.
Single-customer projects, but content is addable whenever ONE of its customers
is the project's customer (not only when the first lineage customer equals it):
- linkDealToProject: collect ALL customers across the deal's quote/contract/
invoice lineage and reject only when none is the project's customer. Mirrors
the events path, where a multi-customer event already attaches if any of its
customers matches. Adoption onto an empty project unchanged.
- assignDocument: a document carries one customer, so equality stays correct;
message aligned with the lineage check.
A project must stay tied to one customer. The quote/contract/hours attach
paths already rejected a foreign customer (equality on project.customer_account_id);
the two remaining holes are closed here:
- assignEvent: an event may only join a project that shares its customer. The
event's customer(s) come from event_customer_assignments; a customer-assigned
project rejects an event for a different customer (PROJECT_CUSTOMER_MISMATCH),
and an empty project ADOPTS a single-customer event's customer. This is why
a foreign-customer event could previously be attached.
- updateProject: re-labelling a project to a customer that conflicts with the
events/quotes/contracts it already holds is rejected (clearing to null is
still allowed), so the customer can't be swapped out from under existing
content.
Frontend: the cockpit attach-event action surfaces the translated mismatch
message; projects.error.customerMismatch reworded to read for both documents
and events (de + en).
Resolves the two blockers and the actionable concerns/nits from review.
Blockers (cross-customer leak):
- linkDealToProject: collect the deal's customer + events BEFORE any write,
then reject a cross-customer link with PROJECT_CUSTOMER_MISMATCH (422) before
re-pointing events/quotes/contracts or adopting a customer. The editors set
project_id via quoteService/contractService → linkDealToProject (not
assignDocument), so the guard lives at that chokepoint. Null-project adoption
("first deal wins") preserved as intended.
- assignDocument: boundary guard mirroring customerHoursService, defense-in-depth
ahead of the cascade.
- Frontend: translated PROJECT_CUSTOMER_MISMATCH (projects.error.customerMismatch,
de+en) wired into HoursSection + quote/contract editor onError (concern 5).
Concerns:
- 1: processEmailQueue gains an onlyId option; cockpit "send now" scopes the
flush to the single row so it can't force-retry other dead-lettered emails.
- 2: resendEmail re-stringifies email_data when PG returns a parsed object,
matching the canonical enqueue — no jsonb double-encode.
- 3: cockpit email feed scoped to the project's own document numbers (event_id
for gallery mails; email_data doc-number match for CRM mails) instead of the
recipient string — a shared inbox no longer leaks another customer's mail.
- 4: migration 117 backfill wrapped in a transaction (adds atomicity on SQLite,
where the runner does not wrap; PG already wraps the whole migration).
- 6: resend/cancel/retry/sendNow now logActivity uniformly (project_email_*),
adminId threaded from the route.
- 8: validator optional({ values: 'null' }) → optional({ nullable: true }).
- 9: pre-121 list valuation falls back to customer-scoped quotes so the list
isn't all-zero during the upgrade window.
Nits:
- milestone selection uses Array.at(-1); removed redundant in-loop require in
emailProcessor; clarifying comments for the list/detail perms split and the
count-vs-value (0 vs em-dash) convention.
#1 Triage 'Save & mark paid' now marks the invoice paid directly (categorize +
markInboundPaid with the entered reference) instead of opening the pay dialog
and leaving it unpaid. Removed the PayModal chain.
#2 Cost side missed captured incoming invoices: the query required
currency='CHF', but email/upload invoices often have a null currency →
silently excluded. Now include null-currency rows (treated as the report
currency). Also replaced COALESCE(invoice_date, created_at) with a split
date filter (invoice_date BETWEEN, else created_at range) to avoid the
mixed date/timestamp comparison risk on Postgres. Same fix in the ledger
export (buildPostings).
en/de: categorizedPaidToast.
The Einnahmen-Ausgaben summary only rendered when costs existed, so a period
with no incoming invoices/expenses looked revenue-only. Now it shows whenever
the cost side loaded successfully (costs default to 0 → Result = Income), so
the income/result is always visible. Still hidden when the cost side errored
(the amber banner covers that case).
The frontend/backend image builds + pushes succeed, then the final
'exporting to GitHub Actions Cache' step intermittently fails with
'error writing layer blob: not_found' (a known flaky type=gha cache backend
issue), failing the whole job. Add ignore-error=true to every cache-to so a
cache-write hiccup can't break an otherwise-successful, already-pushed build.
The cost side is supplementary — it must never 500 the core revenue report.
getTaxReport now wraps loadCosts in try/catch: on failure it returns empty
costs + a costsError string and logs the real error. The tax page shows the
revenue report plus a non-fatal amber banner with the cost-side error message,
so the actual cause is visible in the UI instead of an opaque 500.
The #4 cost side used 'date(COALESCE(invoice_date, created_at)) BETWEEN ...'
and 'date(created_at) BETWEEN ...'. The mocked unit tests never execute the
SQL, so the Postgres failure (date()/COALESCE(date,timestamp)) slipped through
and surfaced as a 500 on the live tax report. Replaced with plain range
comparisons (col >= from AND col <= '<to> 23:59:59.999') — valid on both PG and
SQLite, inclusive of the whole end day. Same fix applied to ledgerService
buildPostings (the Treuhänder export would have 500'd identically).
#1 DocumentPreview renders the page pager for every PDF (disabled at the ends),
not only multi-page ones — so the control is visible on single-page invoices.
#2 Clicking a categorized (unpaid) invoice opens the Mark-paid dialog; new →
categorize, paid/declined/duplicate → view.
#3 A paid row no longer shows two 'Paid' chips — the front badge is the status,
and the right action becomes a quiet 'Mark unpaid' (revert).
#1 Row status reads 'Paid' (green) once supplierPaid — no longer the stale
'categorized' badge.
#2 Clicking a new (unsorted) invoice opens the Categorize modal; sorted ones
still open the read-only view.
#3 Triage gains a Payment reference field (persisted via updateInbound →
payment_reference).
#5 Triage has two actions: 'Save' (categorize only) and 'Save & mark paid'
(categorize, then chain into the mark-paid dialog with the reference
prefilled).
#4 (mark-paid PDF nav) was already present via DocumentPreview — no change.
en/de strings added.
Cause of 'not all received emails listed': the poller fetched {seen:false}
only, so any message already read in another client was never pulled or logged.
Now the poller scans a LOOKBACK_DAYS (90) window regardless of \Seen via a
cheap envelope-only pass, dedups by message-id against received_emails, and only
downloads + processes (fetchOne source) messages not yet logged — so the
Received tab is complete while each poll stays light. Marks processed messages
seen; re-checks the parsed message-id before insert.
#1 Incoming-invoice triage: 'Company expense' (eigener_aufwand) no longer shows
the event picker — it always books to the company (removed from
BOOKING_DISPOSITIONS, so categorize sends event_id null).
#2 Auto-refresh: AccountingInboxPage + ReceivedEmailsPanel poll every 30s
(refetchInterval) so background IMAP ingests appear without a manual reload.
#3 DocumentPreview defaults to the FIRST page (invoice header) for triage/view;
PayModal opts into the LAST page (Swiss QR-bill) via initialPage='last'.
Symptom: an emailed attachment landed in Incoming invoices but the message
never appeared under Received emails. The attachment is saved BEFORE the
received_emails insert, so any throw there left the audit row unwritten and
silently swallowed.
- coerce a malformed Date: header (Invalid Date) to now — it would otherwise
throw on the Postgres timestamp insert (most likely root cause)
- isolate each attachment in its own try so one bad file can't skip the audit
- truncate from_address to the column width; persist attachment errors + an
'error' status so partial failures are visible
- log loudly when the received_emails insert itself fails (no more silent loss)
Self-healing: the stuck message was never marked \Seen, so the next poll
re-processes it and writes the row.
- Root cause of the 502s: ImapFlow had no connect timeout, so a wrong host/port
(e.g. IMAP on an SMTP port) hung the request until the proxy returned 502 with
no message. Added connectionTimeout/greetingTimeout/socketTimeout + a hard
connectWithTimeout() race on every IMAP client (detect/test/roundtrip/poll).
- Error routes now return 422 with the underlying reason (was 502, which
collided with the proxy's own 502 and hid the message).
- New 'Check now' button + POST /incoming-config/poll runs the poller on demand
(respects the incomingMail flag) and reports disabled/unconfigured/busy or N
ingested — so 'nothing in Received' is diagnosable without waiting 60s.
- en/de strings
The round-trip recipient is imap_user (not hardcoded). Some hosts use a
non-email IMAP login — guard against silently sending to a bogus address:
return a clear 'recipient_not_email' error explaining to use a mailbox whose
username is its email, or test connection + manual send instead.
- emailIntakeService.roundTripTest(): sends a uniquely-tagged email through the
saved SMTP config to the IMAP mailbox (imap_user), then polls IMAP up to 30s
for that subject token; deletes the test message on arrival so it never hits
the accounting inbox. Returns {ok, seconds, recipient} or a typed reason.
- route POST /admin/email/incoming-config/roundtrip (email.send)
- IMAP card: 'Round-trip test' button beside 'Test connection' + Save; toast
reports recipient + delivery time. Distinct reasons mapped (smtp/imap
unconfigured, send_failed, not_received→504).
- en/de strings
- emailIntakeService.testConnection(): logs in, opens the configured folder,
reports message/unread counts (non-destructive). Accepts current form creds
so it works before saving; masked password falls back to stored.
- route POST /admin/email/incoming-config/test
- IMAP card: 'Test connection' button beside Save; toast shows folder + counts
- capitalize 'IMAP Host' label to match 'SMTP Host'
Note: incoming uses IMAP (receiving) vs outgoing SMTP (sending) — genuinely
different servers/credentials, hence the distinct field set (Folder; no From).
Reverts the auto-fill; drops the (993)/(143) from the Security option labels so
incoming behaves exactly like the outgoing SMTP card (plain SSL/TLS vs
STARTTLS, port set manually).
Selecting SSL/TLS sets port 993 and STARTTLS/none sets 143, so the port in
the dropdown label is no longer just decoration. A non-standard custom port
(anything other than 993/143/empty) is left untouched.
The IMAP card was restyled to match SMTP but didn't carry the required-field
markers. Aligned the required set (protocol differences kept):
- red asterisks on Host *, Port *, Username * (SMTP marks Host/Port/From-Email;
IMAP has no From-Email but always needs a login)
- client-side guard mirroring handleSaveSmtp (block save without host/port/user)
- backend POST /incoming-config now requires imap_user (the poller's
getImapConfig returns null without it)
- en/de requiredFields string
- IncomingMailConfigCard rebuilt to mirror the outgoing SMTP card: Card
padding=md, icon inputs (Server/User/Lock), password eye toggle, stacked
full-width fields, full-width primary Save button
- Folder is now a dropdown auto-populated by a 'Detect' button instead of a
free-text path: backend emailIntakeService.listFolders() lists IMAP
mailboxes (POST /admin/email/incoming-config/folders, accepts current form
creds, masked password falls back to stored); UI auto-selects the inbox
(special-use) folder
- en/de strings added
#1 Incoming invoices are re-viewable: extracted a reusable rasterised
DocumentPreview (last page = QR-bill), added a click-to-view ViewModal on
every row, and embedded the preview in the mark-paid dialog.
#2/#3 Expenses ledger:
- invoiced badge (links to the client invoice) + paid toggle (manual,
independent of invoiced)
- edit until invoiced (ExpenseFormModal now does create + edit; locked
rows show a Lock chip instead of edit/add-to-invoice)
- 'Add to invoice' action (re-bill via customer picker + markup) and a
'Mark paid' dialog
- service: Expense gains invoiced/billedInvoiceId/paid/paidAt fields +
invoiceExpense() and markExpensePaid()
en/de translations added.
Einnahmen-Ausgaben view for the Milchbüchlein/simple-accounting case:
- taxReportService.getTaxReport now returns a cost side (loadCosts:
incoming invoices + internal expenses, company- or event-booked,
schema-guarded) plus a summary (income / costs / result, VAT payable)
- declined/duplicate costs excluded; re-billed costs kept (matching
re-bill revenue is counted, so the net is correct)
- CSV + PDF exports gain a Costs section and an income/costs/result
summary; pdf-i18n keys added for all 6 locales (fr/nl/pt/ru machine —
flag for native review)
- frontend tax page renders the summary card, a costs table (company
vs event), and a 'verify with Treuhänder' disclaimer
- tax-report tests cover the cost aggregation + zeroed summary when the
accounting tables are absent; adminCrmAuth test enables the accounting
master flag the route now requires
fr/nl/pt/ru strings are machine-generated and need native review.
- transformExpense surfaces invoiced (billed_invoice_id), paid
(supplier_paid), paidAt, paymentMethod, customerAccountId
- updateExpense throws EXPENSE_LOCKED once invoiced (edit until then)
- rebillExpense mints a client invoice line + locks the expense
- markExpensePaid toggles manual paid state
- adminExpenses: POST /:id/invoice (rebill) + POST /:id/paid
- adminTaxReport now gated by accounting master + taxReport sub-flag
(independent of bills; tax export moved out of CRM into Accounting)
The app_settings table (per its migration schema) has no created_at/updated_at
columns — the canonical seed pattern (migration 103) inserts only
setting_key/setting_value/setting_type. Migration 127 wrongly added timestamps,
so the insert threw `SQLITE_ERROR: table app_settings has no column named
created_at` on every run of the migration suite. That broke the backend test
job (cascading through every suite that builds the schema) and the
Postgres-based fresh-install + schema-drift jobs.
Fix: drop the timestamp columns from the insert, matching migration 103.
Verified: full backend jest suite green (67 suites, 736 passed); migration
harness still green.
Frontend for the incoming-mail feature.
- Settings -> Email: an "Incoming mail (IMAP)" block under the outgoing SMTP
settings (same field shape: host/port/security/user/pass/folder), shown only
when the incomingMail flag is on (IncomingMailConfigCard, self-contained
load/save).
- A "Received emails" tab next to "Sent emails" (ReceivedEmailsPanel) listing
the received_emails log with from/subject/received/status + attachment count
and a link to the incoming-invoices inbox.
- `incomingMail` flag in the frontend (type + context default, standalone) +
a Communication-section Features card.
- email.service: getIncomingConfig / updateIncomingConfig / listReceived.
- i18n: settings.features.incomingMail, email.incoming, email.received (EN+DE).
Verified: tsc --noEmit clean (0 errors); en/de JSON valid; npm run build green.
Adds a second mail config (incoming/IMAP) alongside the outgoing SMTP one, a
1-minute poller, and a received-emails log. Standalone `incomingMail` feature
flag (default off).
- deps: imapflow + mailparser (receive-side; picpeak only had nodemailer).
- migration 128: email_configs gains imap_* columns (same shape as smtp_*);
seed incomingMail flag; new received_emails audit table.
- emailIntakeService: polls the mailbox every 60s when the flag is on AND a
mailbox is configured (no-op otherwise); parses each unseen message
(mailparser flattens forwarded/nested attachments), drops PDF/JPEG/PNG into
the incoming-invoices inbox (inbound_documents, source='email'), logs each
message in received_emails (dedupe by message-id; duplicate attachments
caught by the existing SHA-256 guard), marks it \Seen.
- adminEmail: GET/POST /incoming-config (mirrors SMTP config, masks imap_pass,
SSRF host guard) + GET /received (paginated log).
- server.js starts the poller at boot.
Verified: node -c, require-graph, migration-128 harness (imap columns, flag,
received_emails). Frontend (IMAP block under SMTP + Received tab + flag card)
follows.
Replaces the Company/Event toggle + numeric Event-ID input with a single
EventBookingSelect dropdown (Company = null, else a specific event, fetched via
eventsService). Used by both the incoming-invoice triage and the expense add
form. Projects stay a separate aggregation of events and are intentionally not
a booking target here.
Verified: tsc --noEmit clean; npm run build green.
New Settings -> Accounting tab (gated by the accounting flag) to edit the km
rate, per-diem rate and the "require proof for expense" toggle (reads GET /
writes PUT /admin/settings/accounting). Rates are CHF, stored as integer minor
units; carries the "verify with your Treuhaender" disclaimer. Wired into
SettingsPage (TabType, keys, flag-gated nav item, render) + the features barrel.
i18n: settings.accounting.* (EN + DE, DE native).
Verified: tsc --noEmit clean (0 errors); en/de JSON valid; npm run build green.
Matches the backend split. Incoming invoices and Expenses are now distinct
surfaces with no shared rows.
Incoming invoices (AccountingInboxPage): triage sets the disposition + booking
(event or company) ON the document; "Mark paid" / "Paid" toggle records
supplier payment HERE with the outstanding total shown; re-bill via the
customer picker + markup. PDF preview still rasterised (last page = QR-bill).
Expenses (ExpensesLedgerPage): internal own-costs only. Add form has a Type
dropdown (amount / mileage(km) / per-diem); km/per-diem switch the input to a
quantity + rate (default from accounting settings, per-entry override) with a
live computed amount; optional proof upload (required when the setting says so);
localized category; booked to an event or the company. Proof viewable per row.
Service: reworked to the new endpoints/shapes; categoryLabel() localizes seed
categories (custom stay free-text). i18n: accounting.booking / incoming /
expense / expenseKind / category (EN + DE, DE native).
Verified: tsc --noEmit clean (0 errors); en/de JSON valid; npm run build green.
Implements the split decided in review:
Incoming invoices (external) - the inbound_documents row IS the payable:
- categorizeInbound now UPDATES the document (disposition + tax_treatment +
booking event_id (null=company) + category), no derived expense row, so a
supplier invoice appears only in the incoming-invoices surface.
- rebillInbound mints the client invoice from the document (base = invoice
total + markup) and links it on the doc.
- markInboundSupplierPayment records supplier payment ON the incoming invoice
(mark-paid lives here now).
Expenses (internal) - own costs only:
- createExpense: kind = amount|mileage|per_diem; amount = quantity x rate
(rate from accounting settings, per-entry override; snapshotted); optional
proof file; booked to an event or the company; require-proof enforced from
settings. No supplier payment, always own-cost.
- listExpenses returns internal rows only (inbound_document_id IS NULL).
Routes: per-flag gating (incomingInvoices vs expenses; categories on the
accounting master); supplier-payment + re-bill moved under /inbound/:id/*;
POST/PATCH expenses accept a multipart proof upload; GET /:id/proof streams it
(PDF download-only, image inline). getAccountingSettings reads app_settings.
Verified: node -c, require-graph, 12 unit tests (markup + expense amount/build).
Frontend rework (service + the two UIs + settings tab + category i18n) follows.
Foundation for separating external supplier invoices from internal expenses,
per design review. This stage is additive + buildable; the service/route/UI
data rework follows in stage 2.
- Migration 126: incoming invoices own their payable on inbound_documents
(supplier_paid/at/method/ref + disposition + tax_treatment + booking event_id
+ category_id + re-bill markup/linkage); expenses gain kind (amount/mileage/
per_diem) + quantity + snapshotted rate_minor. Additive, hasColumn-guarded.
- Migration 127: seed `expenses` feature flag (default off) + accounting
app_settings (accounting_km_rate_minor=70, accounting_per_diem_rate_minor=0,
accounting_require_proof=false).
- Backend: `expenses` added to feature-flag known/defaults/dependency (forced
off when the accounting master is off); new PUT /admin/settings/accounting
(read via the generic GET /:type).
- Frontend: `expenses` flag (type + context + dependency); Features tab gets an
Expenses sub-card; the Expenses sub-nav + route now gate on `expenses` (not
incomingInvoices); AccountingIndex prefers inbox -> expenses -> tax.
- i18n: settings.features.expenses.* (EN + DE).
Verified: node -c; migration 124->126->127 harness (new columns, flag, settings
+ idempotency); en/de JSON valid; npm run build green.
Covers the silently-regressable money + classification bits of the re-bill
flow (the maintainer's "thin CRM test coverage" concern). Pure functions via a
new expenseService._internal export — no DB, no date-harness pitfalls:
- computeMarkupMinor: percent rounding, flat, none/null.
- resolveMarkup precedence: override > expense clause > none.
- buildExpenseInsert: bad-disposition guard, tax_treatment/status defaults,
declined -> status+reason, markup field matches type, parked -> status.
11 tests, all green (npx jest expenseService.markup).
Adds an "Add expense" action to the expenses ledger for costs with no inbound
document — mileage, per-diem, a cash receipt, etc.
- accounting.service: createExpense() -> POST /admin/expenses
(createManualExpense); CategorizePayload gains `description`.
- ExpensesLedgerPage: AddExpenseModal with supplier / description / amount /
currency / disposition (company expense / pass-through / re-bill — no
duplicate, there's no document to dedupe). Company-expense picks a category;
re-bill uses the customer picker + markup and chains createExpense -> rebill
into an editable scheduled invoice, same as inbox triage. "Add expense"
button in the filter row.
- i18n: accounting.ledger.{addExpense,addTitle,description,descriptionHint,
createdToast} (EN + DE); shared field labels reuse accounting.inbox.field.*.
Verified: en/de JSON valid; npm run build green.
Security hardening for inbound supplier-invoice previews. The admin UI no
longer renders raw PDFs — a malicious inbound PDF could otherwise run embedded
JS or phone home in the admin's session. Instead PDFs are rasterised to flat
PNGs server-side and only those images are shown.
- backend: new rasterizeService shells out to poppler `pdftoppm` (added to the
Docker image via apk poppler-utils — an OS package, NOT a Node PDF lib, so it
respects the pdfkit+pdf-lib "no third PDF lib" rule). pdftoppm executes no JS
and fetches no remote resources, so it doubles as the SSRF/phone-home guard.
Rendered pages cached under storage/business-docs/inbound/rendered/<id>/.
- GET /inbound/:id/page/:n streams the rasterised PNG (CSP default-src 'none'
+ nosniff). GET /inbound/:id/file now serves PDFs as a DOWNLOAD only
(Content-Disposition: attachment) — never inline; images still inline.
- frontend: triage preview switched from a raw-PDF <iframe> to rasterised page
images (getInboundPageBlob), defaulting to the LAST page (QR-bill) with
prev/next nav for multi-page PDFs; images stream as before.
- i18n: previewError / prevPage / nextPage / pageOf (EN + DE).
REQUIRES A BACKEND IMAGE REBUILD (Dockerfile adds poppler-utils) — a plain
`docker compose pull` of a stale image won't have pdftoppm; the route then
returns 503 RASTERIZER_UNAVAILABLE and the UI shows "preview unavailable".
Verified: node -c, a pdfkit->pdftoppm rasterise smoke test (renders + caches),
en/de JSON valid, npm run build green.
Adds Accounting → Expenses, the view of everything triaged out of the inbox:
- ExpensesLedgerPage: filter by status / disposition; each row shows the
disposition + status badge, CHF amount, created date, and a link to the
client invoice for re-billed items. Supplier-payment toggle ("Mark paid" ->
method + date + reference modal; "Paid" -> click to revert) wired to
/:id/supplier-payment. Payment status is decoupled from categorisation, per
the locked design; declined/duplicate rows skip the toggle.
- AccountingLayout: "Expenses" sub-nav item (gated by incomingInvoices).
- App.tsx: /admin/accounting/expenses route.
- i18n: accounting.subnav.expenses, accounting.ledger/expenseStatus/
paymentMethod (EN + DE, DE authored natively).
Verified: en/de JSON valid; npm run build green.
Instead of OCR, let the admin read the payment slip directly: the triage modal
now embeds the captured document and, for PDFs, opens at the LAST page scrolled
to the Swiss QR-bill area so IBAN/amount/reference are visible while typing.
- backend: capture PDF page count at upload via pdf-lib (new
inbound_documents.page_count, added to in-flight migration 124); new
GET /api/admin/expenses/inbound/:id/file streams the stored file inline
(safePath-guarded, nosniff). Raw-serve is acceptable here (admin views own
uploads); the hardened rasterise-in-isolated-worker path stays a follow-up.
- frontend: getInboundFileBlob fetches the file with Bearer auth as a blob;
the triage modal renders it (iframe for PDF with #page=<last>&view=FitH,300,
<img> for camera photos) in a two-column layout next to the form.
- i18n: accounting.inbox.previewLoading / qrHint (EN + DE).
Verified: node -c, require-graph, migration-124 harness (page_count), npm run
build green.
Adds the Accounting → Incoming invoices frontend on top of the existing
/api/admin/expenses backend:
- accounting.service.ts: typed client (inbound upload/list/get/update/
categorize, expense list, re-bill, supplier-payment, categories).
- AccountingInboxPage: capture a supplier invoice via the device CAMERA
(<input accept="image/*" capture="environment">) or a PDF/image upload;
inbox list with status badges + parsed summary; a triage modal to confirm
fields and pick a disposition (re-bill / pass-through / company expense /
duplicate / declined). Re-bill uses the customer picker and mints an
editable scheduled invoice (chains categorize -> rebill).
- AccountingLayout: "Incoming invoices" sub-nav item + AccountingIndex that
redirects /admin/accounting to the first enabled sub-feature.
- App.tsx: /admin/accounting/inbox route (gated by incomingInvoices).
- i18n: accounting.inbox/disposition/markup + subnav.incomingInvoices +
common.saving (EN + DE, DE authored natively).
Camera capture needs no native app — the mobile web input drives the device
camera straight into the upload endpoint. OCR/QR auto-extraction is still a
backend follow-up (extractionService is a no-op), so fields are confirmed
manually in the triage modal for now.
Verified: npm run build green; en/de JSON valid.
Replaces the earlier peer-`accounting` flag (which only *conditionally*
relocated Tax) with a cleaner top-level master + sub-toggle model, per design
discussion:
- `accounting` = explicit top-level MASTER (Settings -> Features). Off hides
the whole Accounting section.
- Sub-toggles, gated under the master:
- `taxReport` ("Tax export") moves PERMANENTLY out of CRM. Removed from the
Clients sub-nav and from the derived `clients` flag. Now INDEPENDENT of
Bills (per decision). Old /admin/clients/tax-report -> redirect to
/admin/accounting/tax-report.
- `incomingInvoices` (new) gates the supplier-invoice capture / expenses /
re-bill feature; the /api/admin/expenses router now checks it.
- Dependency rules (backend + frontend): accounting off forces taxReport +
incomingInvoices off; taxReport dropped from the clients derivation; the
bills->taxReport rule removed.
- Preserve visuals: migration 122 rewritten to auto-enable `accounting` on
installs that already had Tax on (so the tab doesn't vanish), and to seed
`incomingInvoices` off. Verified with a SQLite harness (taxReport on ->
accounting on; off -> off).
- Settings -> Features: new "Accounting" section with the master card + Tax
export + Incoming invoices sub-cards (disabled until the master is on).
- i18n: navigation.accounting, accounting.*, settings.features.{accounting,
incomingInvoices,taxReport.requiresAccounting}, sections.accounting (EN + DE,
DE authored natively); Tax report relabelled "Tax export"/"Steuerexport".
Verified: node -c, migration-122 harness, en/de JSON valid, npm run build green.
Adds the `accounting` feature flag to the frontend (type, context default) and
a Settings -> Features toggle card. When enabled:
- A new top-level "Accounting" sidebar entry appears (gated by `accounting` +
accounting.view), with an AccountingLayout sub-nav mirroring ClientsLayout.
- The Tax report relocates: it is HIDDEN from the CRM (Clients) sub-nav and
shown under Accounting instead, at /admin/accounting/tax-report. When
accounting is OFF, Tax stays under CRM exactly as before.
Tax visibility still depends on `taxReport` (which depends on `bills`), so the
relocation only changes WHERE the menu item lives, not whether it exists.
Files: featureFlags.service.ts (+'accounting'), FeatureFlagsContext default,
AdminSidebar entry, new AccountingLayout, ClientsLayout filter, App.tsx route,
FeaturesTab card, en/de i18n (navigation.accounting, accounting.*,
settings.features.accounting; DE authored natively).
Verified: `npm run build` green; en/de JSON valid.
New top-level Accounting area (gated by an `accounting` feature flag, default
OFF, + accounting.view/manage permissions), separate from CRM. Lets an admin
capture a received supplier invoice (upload OR phone/tablet camera), give it a
disposition, and re-bill the cost to a client onto the relevant event's
invoice with a contract-driven markup. Mirrors the billable-hours model.
Backend foundation only — frontend pages (inbox / expenses UI + camera widget)
and the heavy extractors (Tesseract OCR / Swiss-QR decode / isolated rasterise
worker) are follow-ups; extractionService is scaffolded so the upload path is
already wired.
Migrations 122-125 (numbered above the in-flight feat/crm 117-121):
- 122 seed `accounting` flag (default OFF, idempotent)
- 123 seed accounting.view/manage permissions + grant super_admin/admin
- 124 inbound_documents + expenses + expense_categories (+ seed categories)
- 125 contracts Spesen-Zuschlag clause (expense_markup_type/_percent/_flat_minor)
API: /api/admin/expenses — inbound capture/list/confirm/categorize, expense
CRUD, /:id/rebill (event-scoped; markup = expense override -> contract clause
-> 0%; mints an editable scheduled invoice), /:id/supplier-payment, categories.
adminFeatureFlags KNOWN_FLAGS/DEFAULT_FLAGS gain `accounting`.
Conventions: idempotent hasTable/hasColumn-guarded migrations; money in integer
*_minor; QR amount stored separately + untrusted; requirePermission guards;
camelCase API <-> snake_case columns; multer + 15MB cap for PDF/JPEG/PNG.
VAT/tax handling is v1 capture-only — verify with a Treuhaender before relying.
Verified: node -c all files, require-graph smoke test, and a SQLite migration
harness (schema + seeds + idempotency + defaults assert green).
linkDealToProject(dealUuid, projectId): links every quote + contract sharing
the deal_uuid, re-points the events the deal converted into (so their
invoices/emails/gallery roll up), and adopts the deal's customer onto an
empty project. Invoked from the assign endpoints AND the quote/contract
editors' project picker (create + update). Drop a quote on an empty project
and its linked contract, event and invoices populate the cockpit automatically.
Verified on a booted DB: assignQuote on an empty project propagates project_id
to the contract + event, adopts the customer, and the overview rolls up all
four document types.
A project has at most one customer, so the hours picker shouldn't offer
other customers' projects. HoursSection now passes customerAccountId to
ProjectSelect (shows this customer's projects + still-unassigned ones).
Backend createEntry rejects a projectId owned by a different customer
(422 PROJECT_CUSTOMER_MISMATCH) as defence-in-depth behind the picker.
A long unbreakable token (e.g. the gallery link) overflowed the email
container and forced the admin to side-scroll. The preview HTML prep now
also injects overflow-wrap:break-word so long words/URLs wrap within the
container. break-word only triggers on overflow, so table layout is
unaffected. (Renamed neutralizeLinks → preparePreviewHtml.)
The project create/update/assign routes required 'events.manage', which is
not a real permission (the event perms are view/create/edit/delete/archive).
Since it's absent from the permissions table, even super_admin's all-perms
set excluded it, so every write 403'd with 'Insufficient permissions'.
Switched the write routes to the existing 'events.edit'. (Reads keep
events.view; cockpit doc gating + email actions already use real keys.)
Inside the preview iframe the Accept button navigated but other links didn't
— inconsistent, and worse, clicking Accept/Decline would hit the live action
URLs and change the quote state. Sandbox the iframe (no popups/scripts/forms)
and force all anchors to target=_blank so every link is inert. Now nothing in
the preview is clickable (consistent + safe); scrolling and brand colors are
unaffected.
The email wrapper already sets body/container/text backgrounds from the
brand email-theme settings (email_body_bg_color etc.), so a dark preview is
the configured design — forcing it light was wrong. Render the email as-is;
set the iframe color-scheme to 'normal' only so the admin's dark app theme
doesn't leak into the iframe's UA defaults. The brand's light/dark choice is
respected.
Document rows navigate on click, but email rows only had clickable action
buttons — the row itself was dead, which read as inconsistent. The whole
email row now opens the preview; the action buttons stopPropagation so
Resend/Cancel/Retry/Send-now still fire without also opening the preview.
Every actionable feed row is now uniformly clickable.
The cockpit surfaces quotes/invoices/contracts by PERMISSION, but their
detail routes are gated by feature FLAG (RequireFeature). With those flags
off, clicking a row navigated to a route that redirects to /admin/dashboard
— so links 'did nothing' while the email action buttons (plain API calls)
worked. hrefFor now returns null when the destination flag is off, so the
row renders as non-clickable text instead of a dead link. Galleries/events
are never flag-gated, so they always link.
Each email in the rollup now carries a 'stored' flag (rendered_html present).
Emails without an exact stored copy show an amber '≈ re-rendered' tag next to
Preview, so it's visible at a glance — not just inside the modal. en + de.
- The customer address often doubles as the admin notification target, so
matching emails purely by recipient swept in system alerts (backup_failed,
restore_failed, …). The recipient match is now restricted to CRM document
types (quote_/contract_/invoice_/storno_); event-scoped mails still match
by event_id.
- getEmailPreview now falls back to renderQueuedEmail() — re-rendering from
the current template + the row's stored email_data — for emails sent before
rendered_html capture, flagged exact:false with an amber 're-rendered' note.
Only a missing template / no variables falls through to 'nothing stored'.
Known limitation: a customer with multiple projects sees their event_id=null
CRM mails under each (email_queue has no project_id).
- Milestones + feed rows now link to the document (quote/contract/bill
detail, event for galleries); hours have no page so stay non-clickable.
- Email rollup also matches the project customer's address — quote/invoice/
contract mails are queued with event_id=null, so the by-event scope alone
showed none (hence 'no email preview'). Now they appear with preview.
- Feed amounts coerce total_amount_minor with Number(): Postgres returns
bigint as a string, which formatMoneyMinor's Number.isFinite check
rejected and rendered as CHF 0.00. (computeValuation already coerced.)
- computeValuation helper: per deal_uuid, the invoice total (installments
summed, storno netted) wins over the quote; contracts carry no total so
never contribute. Summed across the project's events, split by currency.
- Value column on the Project Overview list + a value/paid block in the
cockpit header. Both gated by bills.view/quotes.view so no figure leaks.
- listProjects computes all values in two bulk queries (not per-project).
- en + de i18n; six unit assertions cover the rule's edge cases.
Search any event by name and attach it to the project (re-points
events.project_id via assignEvent). Lists the project's current events
above the search. en + de i18n. Completes event grouping UX — admins
can now regroup the auto-created per-event projects however they like.
- ProjectSelect: a reusable picker that renders nothing when the projects
flag is off (satisfies 'book to project hidden unless projects enabled').
- projects.service.ts: full frontend API client (list/get/create/update,
overview, assign event/quote/contract, email preview + 4 actions).
- Quote + contract editors carry an optional projectId (state, prefill,
payload); service payload/detail types updated.
- HoursSection gains a 'book to project' control; backend createEntry
persists project_id (migration 118, hasColumnCached guarded).
- Migration 121 adds quotes.project_id + contracts.project_id (nullable FK,
index) and backfills the unambiguous single-project-per-customer case.
- projectService rolls quotes/contracts up by project_id, with a
customer-based fallback on pre-121 DBs (hasColumnCached guarded).
- quote/contract create+update accept an optional projectId; detail
transforms surface it for editor prefill.
- POST /projects/:id/quotes and /:id/contracts assign endpoints.
processEmailQueue now stores the actual rendered HTML in email_queue
.rendered_html on a successful send (sendTemplateEmail returns it). Guarded
by hasColumnCached so installs without migration 119 just skip it; never
blocks the send. Powers the cockpit's exact-sent email preview.
Backend API for the cockpit (admin-only, Model A):
- projectService: list/get/create/update, assignEvent (re-point events.project_id),
getProjectOverview (rollup — invoices/emails/gallery by event, quotes/contracts
by customer since they carry no event_id, hours by project_id, + a milestone
timeline), getEmailPreview (actual sent HTML).
- adminProjects routes (/api/admin/projects): read=events.view, write=events.manage;
the overview gates each money-doc type on the admin's own bills/quotes/contracts
.view permission. Registered in server.js.
All aggregation queries verified against the real schema on a temp DB.
Data model for the admin-only Project Overview cockpit (Model A — projects
group events; money docs stay per-event and roll up).
- migration 117: projects table (name, customer_account_id nullable, status)
+ events.project_id FK; backfill one auto-project per existing event (1:1
default, customer = the event's single assignment when unambiguous), admins
relink freely afterward. 1 project : N events.
- migration 118: customer_hour_entries.project_id (book hours to a project).
- migration 119: email_queue.rendered_html (store actual sent HTML for the
cockpit's email preview).
All idempotent (hasTable/hasColumn guards), reversible downs. Verified: full
migration boot + backfill on a temp DB.
From dev testing:
- BillEditor 'Geplanter Versand' was a native <input type=datetime-local> →
rendered US date + 12h regardless of settings. Split into LocalizedDateInput
+ TimeField (honour general_date_format + general_time_format), recombined
into the YYYY-MM-DDTHH:MM the payload/scheduler expect.
- InstallmentsPanel 'Send on' native <input type=date> (browser-locale via a
lang hint, wrong in Safari/Firefox) → LocalizedDateInput, consistent in every
browser. (Luca approved converting it.)
- Business-profile Timezone was a free-text input → dropdown of the full IANA
list (Intl.supportedValuesOf, CH/LI fallback), blank = system default.
- Recent Activity rendered literal {{email}} — the per-row t() call didn't
pass the email interpolation var. Source it like formatActivityMessage
(metadata.email ?? actorName).
- Customer 'Deine Galerien' dates rendered en-US ('May','Jun') under a German
UI because they used raw date-fns format(parseISO(iso),'PP') with no locale.
Route through useLocalizedDate().format → honours general_date_format + the
active language.
Addresses the maintainer's non-blocking review items + the Outlook email bug:
- invoice create: verify the chosen event belongs to the customer (only when
the event has assignments; legacy unassigned events pass through).
- mark-paid + import: bound paidAt to [2000-01-01, now+30d] so a typo'd year
can't silently drop a payment out of every cash-basis revenue window.
- customer routes: country_code now {min:2,max:2}+isAlpha+uppercase-normalize
(was isString/max:2 — allowed '', '1', '!@'), matching the business-profile
route.
- email transporter: close the previous instance before re-init (leak guard
for a future pooled transport).
- scheduled-email tz: warn loudly when business_hours is set but the profile
timezone is blank (was silently using the server/UTC tz).
- wrapEmailHtml: rebuild the chrome as inline-styled tables + bgcolor and
inline the themed CTA button, so the design survives Outlook/Apple Mail
stripping the head <style> (kept the <style> as progressive enhancement).
The /favicon.ico + /apple-touch-icon routes stream the file directly,
bypassing the secureStatic middleware that locks down served SVGs. An
admin-uploaded SVG favicon with <script> would then run at the top-level
origin (stored XSS). Re-apply the same CSP (default-src 'none') + nosniff
for .svg here, mirroring secureStatic.js. Reported in the #603 review.
Mirror the onboarding fix on the customer profile (Rechnungsadresse): replace
the free-text 2-char Country input with the CountrySelect dropdown and move it
below State/region. Grid reflowed: Postal+City row, then State+Country row.
The accept-invite (onboarding) address form used a free-text 2-char Country
input sitting above State/region. Replace it with the CountrySelect dropdown
(same component as the admin customer + business-profile forms) and move it
below State/region. Grid reflowed: Postal+City row, then State+Country row.
The test-email, save-config, and flush mutations all showed the generic
'Failed to save changes' toast on error, hiding the actual backend reason —
so a failing test email looked like a save failure and gave no diagnosis.
Show response.data.error / .details (SMTP auth/connection failure, masked
password, private-host rejection, …) with the generic string as fallback.
Two gaps left emails stuck 'pending' after (re)configuring SMTP:
1. Saving the email config never re-initialised the transporter. The queue
processor only re-inits when its cached transporter is null, so a changed
SMTP account had no effect until a backend restart. Now call
initializeTransporter(true) after save (it self-catches; invalid config
just leaves it null, surfaced via the Test-email button).
2. The manual 'send now' flush (ignoreSchedule) still enforced retry_count<3,
so emails that failed 3× while SMTP was broken could never be retried from
the UI. Move the retry-cap (and schedule gate) to automatic runs only;
a manual flush forces a retry of every pending email.
Luca