Two pre-existing HIGH bugs surfaced by the codebase audit (accounting surface):
- taxReportService: income totals excluded only `status='cancelled'`, never
`kind='storno'`. A Storno (status='sent', amounts stored negative) netted into
the totals on top of the already-excluded cancelled original → double-subtract,
so a cancel-and-reissue read as 0 income instead of the reissued amount.
Now exclude storno rows from grandTotal*/byRate (kept visible in the row list).
Regression test reproduces the real cancel→storno→reissue 3-row flow.
- customerHoursService.buildLineItemFromEntry: `String(entry.entry_date).slice(0,10)`
on a `date` column → Postgres returns a JS Date, baking "Wed Apr 06" into the
invoice line + PDF (SQLite returns the bare string, so SQLite-only tests pass).
Normalise via the Date branch like every other date read.
- #1 resolveTaxTreatment: an unconfigured (empty) reclaim-countries list no
longer auto-classifies every supplier — incl. the admin's own domestic one —
as foreign; defer auto-classification until the setting is set (+ test).
- #2 pending re-bills on customer erase: eraseCustomer now returns the
customer's not-yet-billed inbound docs to the inbox (null customer + unsorted)
so they aren't billable to an anonymized account. (NB: picpeak has no hard
customer delete — erase anonymizes in place — so the orphan/404 premise can't
occur; this is hardening.)
- #4 VatRateSelect: when >1 configured code shares the same rate, fall through
to the legacy "(not configured)" option instead of silently picking the first.
- #5 unwindBilledLine: delete the (mutable, never-issued) invoice when the
unwound re-bill was its only line, instead of leaving a net-zero survivor.
- #6 isInvoiceMutable: clarify in a comment that invoices have no 'draft' status
(the editable state is 'scheduled' w/o send-at) — no behaviour change.
- nit: collapse normalizeCurrency's tautological ternary.
- Fix VAT picker i18n: t('vat.legacyRate') → 'ledger.vat.legacyRate' (the key's
real home), so the legacy label localizes instead of always showing English.
- Remove dead i18n keys left by the settings refactor (businessProfile.field VAT
/hourly + profileFields.title/savedToast).
VAT supplier-country reclaim default:
- Migration 134 adds inbound_documents.supplier_country.
- categorizeInbound auto-derives tax_treatment via resolveTaxTreatment:
explicit treatment wins; else country in the reclaim list → domestic,
outside it → foreign_vat_non_reclaimable, unknown → domestic. Consumes the
previously-stored-but-unused accounting_vat_reclaim_countries.
- Triage modal gains a Supplier country dropdown (saved via updateInbound).
+5 unit tests for resolveTaxTreatment.
Configurable default output VAT code for new invoices:
- New accounting_default_output_vat_code setting (PUT wired; getSettings/type).
- Settings → Accounting dropdown to pick it.
- Invoice + quote editors seed their VAT picker (rate + code) from it on a
blank new document — skipping edits/conversions, never clobbering a touched
value. New docs no longer silently start at 0%.
i18n en + de.
logActivity writes via the global db; called inside a db.transaction it
deadlocks against the held write lock on a SQLite-backed install (a second
write connection blocks). Stage the audit info inside each transaction and
fire it AFTER commit in createEntry / updateEntry / deleteEntry /
billUnbilledEntries — same fix already applied to expenseService. Return
shapes unchanged. (The monthly/billing paths still route through
createInvoice, whose own internal logActivity remains the shared root
limitation — tracked in feedback_sqlite_global_write_in_transaction.)
Invoice VAT config (codes + label) and the hourly rate now live under
Settings → Accounting, so an install with Invoices must have Accounting
available.
- applyDependencyRules (backend adminFeatureFlags.js + frontend
FeatureFlagsContext.tsx): bills on → accounting on, before the
accounting→children rule so the sub-features keep their own state.
- Migration 133 corrects existing installs: set the STORED accounting=true
where bills is on. requireFeatureFlag('accounting') reads the raw row, so
without this an upgraded install (invoices on, accounting off) would show
the tab but 403 its endpoints. Idempotent; only flips on; no down.
- Features tab: the Accounting card shows locked-on (disabled + hint) while
Invoices is enabled.
Also includes the i18n keys (en/de) for the VAT/financial settings move.
- Remove the orphaned "Default VAT rate %" from Business profile; the rates
are the Accounting VAT codes. The invoice/quote VAT picker (VatRateSelect)
is now code-only — options are exactly the Accounting output codes, no
free-text custom rate. Off-list legacy values on existing invoices are
preserved as a read-only "(not configured)" option so issued documents
aren't silently changed.
- Move VAT label + default hourly rate to the Accounting tab (new
AccountingProfileFields card; storage stays on business_profile, own save).
Wire vat_label onto the PDF VAT-line label via the issuer block (covers
invoices + quotes), falling back to the locale default when blank.
- Default currency stays on Business profile but becomes a normalizing
dropdown (an old free-text "chf" auto-selects "CHF"; unknown values
preserved). Add a moved-note callout. Strip the moved fields from the
Business-profile save so it can't clobber an Accounting-tab edit.
- Add backend/__tests__/integration/incomingInvoiceRebill.test.js (8 tests):
disposition state machine, per-event PENDING pool, passthrough-no-markup,
unwindBilledLine recompute, INVOICE_LOCKED on an issued invoice, and
re-categorisation transitions. The invoice-MINTING paths can't run inside an
outer transaction on SQLite (createInvoice's sequence claim deadlocks on the
held write lock) — covered by buildInboundLineItem unit tests + discountLineItems
instead; documented in the test.
- Move logActivity out of the categorize/rebill/bundle transactions. It writes
via the global db; inside a transaction a second write connection deadlocks on
a SQLite-backed install (also affected SQLite-prod, not just tests).
- Fix bill-editor vat_code reload: transformInvoice (adminInvoices.js) dropped
vatCode, so the editor fell back to rate-matching and lost a custom-rate code
on edit. Now returns vatCode: i.vat_code.
- Rewrite docs/accounting-inbound-invoices.md to the current implementation
(IR-vs-Expenses split, re-categorise + unwind, cadence-aware re-bill / pending
pool, passthrough-at-cost, migrations 122-132, rasterised preview, tax/ledger/VAT).
- Add a per-disposition info line under the Disposition dropdown so re-bill
vs pass-through vs company expense is clear in-context (en + de).
- Markup is a re-bill concept only: the control now renders solely for
rebill, and a pass-through always bills at cost. Enforced server-side too
(categorizeInbound applies markup only when disposition === 'rebill').
- Clarify "Book to" with a hint — it attributes the supplier cost to an
event in the tax report / ledger export, separate from who you re-bill to.
Address three incoming-invoice issues:
1. Re-categorization: a categorized invoice can now be changed again (e.g.
passthrough → company expense). New "Re-categorize" button pre-fills the
triage modal from the existing disposition/customer/markup/note.
categorizeInbound is re-runnable — it unwinds any prior re-bill line
(removes the invoice line + recomputes totals) before applying the new
disposition, and refuses (INVOICE_LOCKED) when the re-bill is on an
already-issued invoice.
2. Note field: new `note` column (migration 132 — 126 is already on beta)
captured in triage and shown in the read-only view.
3. Re-bill like hours: rebill/passthrough now persist customer_account_id.
Per-event customers accumulate as PENDING items, surfaced in a new
"Pending re-bills" card and bundled into one invoice via "Bill these"
(mirrors unbilled-hours billing). Monthly/manual customers keep
auto-consolidating onto their running draft. Passthrough (durchlaufend)
can now also attach to a customer with optional markup.
Adds backend unit tests for buildInboundLineItem + isInvoiceMutable and
en/de translations (other locales fall back to English defaults).
Daniel asked for a way to re-use a good gallery configuration without
re-entering every setting. Two of his three suggested workflows are
covered by this PR; the third (per-event-type behaviour defaults) is
partially shipped already via event_types.theme_preset + theme_config
and is left as a follow-up if the duplicate workflow doesn't cover it.
Backend — POST /admin/events/:id/duplicate. Validates a new event_name
(required) + event_date (optional) + customer_name/email (optional);
copies branding (color_theme, css_template_id, header/hero/divider/anchor),
behaviour toggles (allow_downloads, watermark_*, allow_user_uploads,
require_password, etc.), photo_cap, welcome_message, default_photo_sort,
admin_email, and feedback settings + per-event photo categories. Mints a
fresh slug + share_token + random-placeholder password_hash (admin sets
the real one via the publish dialog shipped in #627). Recomputes
expires_at = new_event_date + (source.expires_at - source.event_date) so
the duplicate keeps the same active window; defaults to 30 days if either
source field was null. is_draft is always true.
Deliberately NOT carried over: photos, hero_photo_id, client_access
secrets, og_image_share opt-in, customer_phone, sent_at flags, archive
state, customer-account assignments.
Frontend — new DuplicateEventDialog (matches the PublishGalleryDialog
pattern), wired into the Actions card on EventDetailsPage. Visible in
both draft and live mode since admins typically duplicate from a
published gallery. On success the page navigates to the new draft so the
admin can finish customising + publish.
I18n: EN + DE entries for the dialog + button label. Backend logs an
event_duplicated activity with the source event id/name so the trail is
auditable.
Frontend service: eventsService.duplicateEvent(eventId, data).
The README claimed 2GB RAM as the minimum, but two background-processor
worker loops × sharp.concurrency(2) means up to four libvips threads can
decode full-resolution images in parallel — peak RSS lands at 1.5GB+ on
a batch of 20MP+ photos. Add Postgres + Redis + Node baseline and one
heavy batch on a 2GB VPS OOM-kills the backend, surfacing as 503s on
thumbnails until restart:unless-stopped brings it back. Reported in #602,
filed as #628.
Three changes, smallest-surface-area each:
1. backgroundProcessor.js — on startup, when UPLOAD_PROCESSOR_CONCURRENCY
is NOT set and os.totalmem() reports < 3GB, default to 1 instead of 2
and log a one-shot warning naming the override env var. Explicit env-var
setters keep their value. os.totalmem() reports container memory under
cgroup v2 so this works in Docker / k8s as well as bare metal.
2. README.md — bumped the documented minimum from 2GB to 4GB, kept 2GB
only as a "Low-memory hosts" recipe pointing at UPLOAD_PROCESSOR_CONCURRENCY=1
with the throughput trade-off spelled out. Added the 503-on-OOM symptom
so the next reporter finds it via search.
3. docker-compose.production.yml — commented mem_limit / memswap_limit
example on the backend service. Off by default (don't surprise existing
deployments) but visible to operators thinking about shared/multi-tenant
hosts. restart:unless-stopped already on every service.
No code path for memory-aware runtime throttling (Luca's option 4) — out
of scope for a bug fix; tracked separately if #1-#3 don't close the case.
Previously, publishing a password-protected DRAFT gallery sent the
gallery_created email with the literal sentinel "(set at creation)",
which the email processor localised to "The password you set when
creating the gallery" / "Das bei der Erstellung der Galerie gesetzte
Passwort". Root cause: at draft creation only the bcrypt hash is stored
(no plaintext column, by design); the publish endpoint had nowhere to
pull the actual password from. Create-and-publish-in-one-step worked
because the plaintext is still in memory at email-queue time.
Fix: the Publish action now opens a small PublishGalleryDialog that
prompts the admin to (re-)type the gallery password. The publish
endpoint accepts an optional `password` body, re-hashes + writes
`password_hash` so the stored hash matches what was just emailed (admins
who mistype at creation get a self-healing publish flow), and puts the
plaintext into the gallery_password email field. When the publish call
is made without a password (API-only consumers), behaviour falls back
to the legacy sentinel — no breaking change.
The window.confirm() publish flow is gone; the dialog handles the no-
password case too (plain confirm + Publish button).
I18n: EN + DE entries for the dialog. Other locales fall through to
the EN defaults via the t() default-value pattern.
No schema changes. No plaintext at rest.
The PhotoExportMenu's TXT format advertises "Simple text list for Lightroom
search" but emitted newline-separated filenames WITH `.jpg`. Lightroom's
filename search wants a comma-separated one-liner, and the gallery JPEGs may
correspond to RAW files in the catalog — so the search has to match on the
stem only.
The frontend now passes `separator: 'comma'` + `include_extension: false` for
the TXT format specifically. The backend gains an `include_extension` option
(defaulting to true so direct API consumers don't break), and the comma case
joins without a trailing space (the form Lightroom expects). Unit test pins
the Lightroom-mode output AND the backward-compatible default for any direct
API caller.
CSV / XMP / JSON exports are unchanged.
Closes the test gaps from the PR #622 work + the export-scope feature:
- export scope: scopeLedger/normalizeScope (exported via _internal) unit tests +
renderTaxReportCsv income/cost/all output assertions (income drops supplier
rows, cost drops invoice rows, filename gets the scope tag).
- isUniqueViolation: Postgres 23505 / SQLITE_CONSTRAINT / "UNIQUE constraint
failed" message, false for FK + nullish (the IMAP claim-first race detector).
- getRenderedPagePath: out-of-range pages reject with PAGE_OUT_OF_RANGE before
touching pdftoppm/disk (the per-file resource bound).
Adds a Complete / Income only / Cost only selector to the readable PDF + CSV
export (the on-screen report stays complete). Income-only emits just the
outgoing rows + the income summary line (+ the per-rate breakdown in the PDF);
cost-only emits the incoming-invoice + expense rows + the cost line and drops
the income-by-rate breakdown. Useful in Liechtenstein where, under the income
threshold, a flat 20% Gewinnungskosten deduction is sometimes better than actual
costs — handing the Treuhänder just the income (or just the cost) basis is
cleaner.
Backend: renderTaxReportPdf/Csv take a `scope` param (all|income|cost) that
filters report.ledger by row.type + the summary lines; the /pdf + /csv routes
accept & validate `?scope=`; filenames get an income_/cost_ tag. Frontend:
scope <select> beside the export buttons, threaded through buildQueryString.
i18n en/de. The 20% calculation itself is intentionally NOT in-app (applied by
the Treuhänder) per the scoping decision.
1. Remove the committed test artifact backend/storage/business-docs/quote/2026/
Q-2026-0001.pdf and gitignore backend/storage/business-docs/ so generated CRM
docs can't be committed again.
2. adminLedger + adminExpenses dropped their local requireFlag copies and now
import the shared (now cached) requireFeatureFlag middleware.
4. roundTripTest polls IMAP with ×1.5 backoff (cap 8s) instead of a flat 3s, so a
30s test takes ~5 SELECT/SEARCH locks not ~10 (some servers throttle).
Nit 3 (dashboard + events pages still on the gallery-theme vars, not dark-mode-
swapped) is left as a documented follow-up per the review.
1. requireFeatureFlag now caches each flag for 10s (the accounting area is 10+
gated endpoints); PUT /admin/feature-flags invalidates the cache so toggles
still take effect immediately.
2. Customer routes (/quotes, /invoices, /contracts + their PDFs) now gate via
getEffectiveFeaturesForCustomer — the global MASTER flag AND the per-customer
override — instead of the per-customer column alone, via a shared
customerFeatureAllowed() helper. Admin disabling a feature globally is now
honoured for customers too.
4. Tax-report VAT-payable: when accounting_vat_registered is UNSET, stop guessing
from grandTotalVat>0 (a zero-output-VAT quarter silently flipped to "not
registered" and hid the reclaim). Treat null as "not configured":
vatPayableMinor=null + vatRegistrationConfigured=false; the UI renders "—" and
a "configure VAT registration" warning. Tests updated.
5. Shared upsertAppSetting() in utils/appSettings — the two adminSettings upsert
loops use it, so the app_settings created_at class can't be re-introduced.
6. PDF rasterise per-file bound: getRenderedPagePath refuses pages beyond
MAX_RENDERABLE_PAGES (200); page_count is capped to match at ingest, so a
hostile high-page PDF can't drive an unbounded pager.
7. (no code) original_filename is only rendered via auto-escaped JSX; the two
dangerouslySetInnerHTML sites are admin-authored content — paranoia pass clean.
Concerns 3 (foreign-VAT reclaim-country) and 8 (imap_pass plaintext) are PR-reply
/ doc items, addressed in the PR response, not code.
Blocker 1 — CSV/Banana formula injection. Neither csvEscape (ledgerService) nor
the tax-report CSV escape nor the unquoted tab-separated Banana cell formatter
prefixed risky leading chars, so an admin-/sender-controlled cell beginning with
= + - @ TAB CR executes as a formula when the Treuhänder opens the export. New
shared util neutralizeSpreadsheetFormula() prepends a single quote; wired into
all three sinks (quoted CSV + unquoted Banana). Unit test pins one of each char.
Blocker 2 — IMAP intake double-ingest race. received_emails.message_id was
INDEX, not UNIQUE, and the poller ingested attachments BEFORE writing the audit
row, so a second replica / rolling-deploy overlap double-ingested the same mail.
Migration 128 makes message_id UNIQUE (nulls stay distinct); the intake now
CLAIMS the message row (status='processing') BEFORE ingesting — a concurrent
claim hits the unique constraint and skips cleanly (shared isUniqueViolation
helper). Stale 'processing' rows (worker crashed mid-ingest) are reclaimed after
10 min so no attachment is orphaned.
NOT done (deliberate): the suggested UNIQUE on inbound_documents.file_sha256 —
that column is a SOFT dedup key by design (manual re-uploads are kept as flagged
'duplicate' rows + duplicate_of_id for the Duplikat disposition); a unique index
would break that feature. The file race only yields an extra 'unsorted' row (a
data-quality nit, caught by the existing manual Duplikat backstop), not a
double-count. Rationale to be added to the PR reply.
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).
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.
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.
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 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.
- 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.
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.
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 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.
github-actions[bot]