Implements the draft-seam booking cutover so the booking_invoice_only flow
becomes enableable. The booking flows trigger on quote.accepted, so the run
entity is the quote:
- prepare_invoice: convertToInvoiceOnly({draft:true}) creates the invoice(s)
on HOLD (scheduled_send_at NULL, status stays 'scheduled') so the scheduler
never auto-sends before the review gate; crash-recovery recovers drafts by
the quote's deal_uuid. Stores ids in ctx.vars.preparedInvoiceIds.
- prepare_contract: createFromQuote (idempotent via converted_contract_id).
- send_document: dispatches the prepared draft (invoice -> sendInvoice each id,
contract -> sendContract).
- resolveActor: quote creator -> workflow creator -> first admin.
- prepare_contract/prepare_invoice/send_document removed from the enable-guard
list; prepare_event/prepare_quote/prepare_gallery/reserve_date still guarded,
so booking_full/booking_simple stay blocked until the event-path increment.
Fixes a latent single-connection SQLite deadlock these unattended paths would
hit: getAppSetting/logActivity/adminActor read or write the global db, which
deadlocks when issued inside an open knex transaction. Thread the active trx
through getAppSetting, logActivity, nextInvoiceNumber, nextContractNumber, the
spawnInstallmentInvoices audit log, and hoist adminActor before createFromQuote's
transaction. convertToInvoiceOnly now logs after commit and returns invoiceIds.
Adds bookingCutover integration test (hold-mode null send-at, normal scheduled
contrast, contract path no-deadlock) and a route test that the now-implemented
booking invoice actions can be enabled.
Booking built-ins now gate every outbound document on an explicit admin OK:
prepare_* drafts the doc, the admin adjusts line items/terms, confirms the
"Review … before sending" gate, and only then does send_document fire. Added to
booking_full (contract + invoice) and booking_simple (invoice); seed versions
bumped so the disabled built-ins self-heal.
Migrated the remaining time- and event-driven triggers into the engine, all
additive / best-effort / fail-closed (no behaviour change when the flag is off):
- gallery.published (event creation)
- gallery.expiring + gallery.expired (expiration checker, alongside the email)
- quote.sent (was queued but never emitted — gap closed)
- contract.sent + contract.signed (sent, fully-signed via counter-sign or wet upload)
- customer.created (direct add + invitation accept)
- invoice.overdue (status→overdue flip, deduped per invoice)
Editor trigger list extended to match. Tests assert the review gates wire
confirm→send on both booking flows.
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.
- 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.
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.
Reviewer feedback on #555: nextQuoteNumber inside createQuote's
db.transaction was called without passing the outer trx, so
claimNextSequence opened its own connection — Postgres tolerated this
via the pool, SQLite (1-connection default) deadlocked on every quote
creation.
Audited the same pattern across invoiceService + contractService and
found five more matching call sites:
- createInvoice (single-row path after installment auto-route)
- spawnInstallmentInvoices (per-sibling claim inside the loop)
- createStorno
- createContract
- createFromQuote
All now thread trx through to nextXxxNumber → claimNextSequence so
the claim joins the caller's transaction on both engines.
convertToInvoiceOnly's Path B (standalone-contract) is the lone
remaining nextInvoiceNumber() call without trx — that path isn't
wrapped in a transaction at all (separate concern: sequence-number
leak on insert failure, tracked separately).
Paul Nothaft