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.
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.
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.)
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.
- 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.
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.
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.
The /favicon.ico route 302-redirected to the uploaded file. Firefox/Chrome
follow that, but Safari does NOT reliably follow a redirect for favicon
requests — it falls back to the HTML <link>, i.e. the bundled picpeak
default. Stream the file bytes directly for local /uploads favicons (with a
path-containment guard); only external URLs and the missing-favicon fallback
still redirect. sendFile sets the content-type from the extension.
Per decision: keep dashboard revenue windows on pure cash basis (recognise
by paid_at for ALL invoices) and give the admin control over paid_at.
- adminDashboard: revert the imported-vs-native split; winSum is paid_at >=
cutoff for every paid invoice again (clean cash basis).
- BillDetailPage mark-paid dialog: add an optional 'Payment date' field
(LocalizedDateInput, defaults to today) so a payment can be backdated to
when it actually arrived. Backend already accepted paidAt end-to-end
(route validator + markPaid service + payment-log) — only the UI was
missing. EN/DE 'bills.payment.date' added.
This fixes the collapsed 30=90=365 windows (they were collapsing because
many invoices were marked paid in one session, all stamped 'now').
Safari requests /favicon.ico and /apple-touch-icon*.png at the site root and
is unreliable about honouring JS-injected <link rel=icon>, so an admin-set
favicon never showed there (index.html only ships /favicon-32x32.png; a bare
/favicon.ico 404'd).
- Backend: GET /favicon.ico + /apple-touch-icon(.png|-precomposed.png) resolve
the configured branding_favicon_url (redirect to its /uploads path or the
absolute URL), falling back to the bundled /favicon-32x32.png.
- nginx: exact-match (=) locations proxy those paths to the backend, winning
over the static-asset regex that previously served them from the build dir.
- DynamicFavicon also emits an apple-touch-icon link (belt-and-braces).
Requires a frontend image REBUILD (nginx.conf change) in addition to backend.
The dashboard revenue windows (30/90/365 days) keyed purely on paid_at.
Imported historical invoices therefore landed in the recent window whenever
their paid_at sat there — notably legacy rows imported before commit c6b8cc9
began anchoring an import's paid_at to its issue_date, which still carry an
import-time paid_at. Recognise imported invoices (imported_pdf_path NOT NULL)
on their issue_date instead; native invoices keep cash-basis paid_at. No data
migration needed — fixes already-imported year-old invoices too.
The public quote, contract-signing, and payment-check pages baked a single
light logo (the contract page showed none), so the dark page rendered a
dark-text logo on a dark background.
- usePublicDarkMode now returns { isDark } (reactive) alongside applying
the .dark class, so pages can pick a theme-aware asset.
- The three public routes now surface both branding logo URLs (logoUrl +
logoUrlDark) in the issuer block; the contract issuer gains a logo too.
- QuoteResponsePage, ContractResponsePage, and the payment-check
BrandingHeader pick the dark variant when isDark, falling back to
whichever exists. Covers the accept/accepted states of each page.
The SVG->PNG cache was keyed only by source path + mtime + size, so an
override logo rasterised once WITHOUT fonts (text -> tofu) stayed cached
after the font fix - the source SVG was unchanged, so the stale tofu PNG
kept being served. Add a RASTER_VERSION component to the cache key; bumping
it (v2-fonts) invalidates every prior rasterisation without clearing the
cache dir by hand.
The favicon upload allowed only PNG/ICO, so an SVG favicon was rejected.
Accept image/svg+xml (.svg) too - DynamicFavicon already emits the right
MIME type and served SVGs are CSP-locked (render-only) by secureStatic.
Update the EN/DE help text accordingly.
The runtime image (node:22-alpine) shipped without any fonts, so when
sharp/librsvg rasterised an SVG logo containing live <text> for the CRM
PDFs, the vector artwork drew but the text rendered as tofu boxes - a
'corrupted' logo on invoices/quotes.
- Add fontconfig + DejaVu/Liberation (broad Unicode fallback) and refresh
the font cache.
- Register picpeak's own bundled brand fonts (assets/fonts/<Family>/*.ttf -
the same files PDFKit and the web UI already use) with fontconfig via a
conf.d <dir> entry + fc-cache, so the logo's text renders in its ACTUAL
brand typeface rather than a generic fallback.
The upload never enforced 32x32 - only the help text recommended it,
which misled admins. Update the EN/DE guidance to recommend a larger
square image (512x512) and raise the favicon upload cap 1MB -> 2MB so
high-resolution PNGs fit comfortably.
Serve uploaded SVGs (admin logos etc.) with a restrictive
Content-Security-Policy (default-src 'none'; style-src 'unsafe-inline';
img-src 'self' data:) + X-Content-Type-Options: nosniff in secureStatic.
The browser still renders the vector, but any embedded <script>/on*
handler can't execute if the SVG is opened directly — keeps real SVGs
(scalable) instead of rasterising them. Applies to all secureStatic
mounts (uploads/photos/thumbnails/fonts); only SVGs get the header.
New /admin/system-health page (sidebar entry, settings.view) that lists
emails the queue gave up on (status='failed' or pending+retry>=3) with
retry (re-queue) and dismiss (delete) actions. Backend adds /failures,
/failures/email/:id/retry and DELETE on adminSystemHealth. First source
is email failures (the original trigger — quote_sent template errors
left invoices unsent for 14h with no signal); more sources can be added.
Add an optional dark-mode logo (branding_logo_url_dark) alongside the
main logo. Upload/remove via the logo endpoint (?variant=dark) on the
Branding settings page. Admin header (admin dark mode) and the public
gallery (dark themes) pick the dark logo when active, falling back to
the light logo when unset. PDFs keep using the light logo.
Add a bills-gated button that opens the bill editor pre-filled with the
event (eventId FK + name/date snapshot) and the linked customer (when
exactly one). BillEditorPage gains eventId state + query-param prefill +
sends eventId on create; backend validates eventId (already forwarded +
persisted). Reuses the editor — no empty drafts. Does not auto-pull hours.
queueEmail gains options.respectBusinessHours: snaps the send time to the
next open business-hours block (from now), only deferring when it actually
falls outside hours. Applied to dunning reminders + gallery-expiry warnings;
transactional/admin-initiated mail stays immediate. No-op until business
hours are configured.
Add a paginated, filterable view of the email_queue (recipient, type,
status, queued/sent timestamps, error, event link) as a third tab in
Email config, beside SMTP + Templates. Filters: status, recipient/type
search, created-at range. email_data is never exposed. Pairs with the
"Send queued emails now" flush — flush, then watch what sent/failed.
Add a "Decline on behalf" action mirroring accept-on-behalf, for when a
customer says no by phone/email. Flips a draft/sent/expired quote to
declined, stamps declined_at, closes the public response window, and
invalidates outstanding accept/decline tokens so the emailed link can't
toggle it back. Optional free-text reason persisted to a new
quotes.decline_reason column (migration 115) and shown on the quote
detail page. Hard-delete intentionally not included.
Move the scheduled-email business-hours floor onto the business profile
as Google-style per-weekday opening blocks (multiple blocks/day for lunch
breaks). Migration 114 adds business_profile.business_hours (JSON) +
scheduled_email_floor_enabled; emailProcessor snaps a queued email to the
next open block, read in the profile timezone. Editor lives under
Settings → Business profile.
Add an admin "Send queued emails now" flush (POST /admin/email/flush-queue)
that drains the queue immediately, ignoring the business-hours floor — the
escape hatch before maintenance/updates. processEmailQueue now takes
{ignoreSchedule, limit} and returns send counts; the scheduled interval
run is unchanged.
When no customer is selected, list every customer with unbilled hour
entries — entry count, total hours, and open amount (resolved via the
override → customer-rate → install-default chain). Rows with no
resolvable rate are flagged "Rate not set" rather than undercounted.
Click a row to drill into the per-customer logging section.
Backend: getUnbilledSummaryByCustomer() + GET
/api/admin/customers/hour-entries/unbilled-summary (customers.view).
Hour-entry saves hard-failed with an English-only error when a customer
had no rate, and the standalone hours page showed a disabled rate field
that looked set. Add a global business_profile default_hourly_rate_minor
(migration 113) as the last link in the rate chain
(entry override → customer → install default), so saves succeed with the
global rate. When no rate resolves anywhere, replace the save-time error
with a read-only resolved-rate display + a CTA to set a customer or
install-wide rate, disable Add-entry until a rate/override exists, and
translate the backend HOURLY_RATE_REQUIRED toast (en+de).
Replace the sort <select> dropdowns on the invoice, quote and contract
list pages with clickable column headers that toggle asc/desc and show a
chevron indicator. Adds a shared SortableHeader component + useColumnSort
hook that maps clickable columns onto the server-side sort enum.
Make issue date (newest first) the standard sort on all three lists,
set at the frontend, route and service layers. Adds issue_asc/issue_desc
to invoices and an "Issued" column to the bills table so the default is
visible and toggleable. Extends sort coverage so every clickable column
has both directions (+customer_desc on all; +issue_asc/desc on
quotes/contracts). Storno rows remain listed.
The historical-invoice import form had no event field, so imported rows
landed with event_name = NULL even when the admin knew the occasion. Add
free-text Event name + Event date inputs to the import modal, thread them
through billsService.importHistorical and the POST /admin/invoices/import
validator, and store them in the event_name/event_date snapshot columns
(migration 107). event_id stays NULL — no FK, since the event may predate
picpeak. Autocomplete-to-event_id linking deferred as a future bonus.
Luca