Reworks the previous force-mode UX per the intended model:
- Branding page IS the global preset — keep presets, colors, fonts and style
fully visible. The only change under a force lock: hide the redundant
per-theme Color Mode picker (light/dark is the Force control), with a hint.
- Force only locks light/dark again: reverted applyForceColorMode to swap the
surface palette only — it no longer resets typography/style, so the branding
fonts/style always apply.
- Per-event GALLERY theme editors now receive the global force value and, when
a lock is active, hide the colour pickers AND the light/dark picker (a gallery
can't override the site-wide lock). Presets/fonts/layout stay. Force off →
everything returns.
Wiring: CreateEventPage + EventDetailsPage pass
forceColorMode={publicSettings?.branding_force_color_mode} (value only, no Force
control). Branding keeps both the value and the onForceColorModeChange handler,
which is how the component tells the two contexts apart. i18n en/de.
Follow-up to the force-mode change: hide ALL gallery theme customization while
a force light/dark lock is on, not only colors + typography. Theme presets,
gallery layout, header style, controls style, the colour pickers (incl. accent),
Typography & Style, CSS templates, the PDF-typography slot and event custom CSS
are all hidden — only the Force color mode control (with an explanatory note)
and the Reset/Apply actions remain. Accent brand colours still apply to the
gallery; their picker is just hidden while the lock is on. Turning the lock off
restores the full customizer. Note text + i18n (en/de) updated.
When a force light/dark lock is active it now means "use the clean standard
look": applyForceColorMode also resets typography & style (fonts, size, corner
radius, shadow, background pattern) to defaults — on top of the surface/text
palette it already swapped — so those settings genuinely don't apply while the
lock is on. Accent brand colours and the structural cards (header/controls/
gallery layout/hero divider) are preserved. Override-only: the saved theme keeps
the admin's custom values, so turning the lock off restores them.
In the theme customizer, when a force mode is active, hide the now-dead controls
to avoid confusion — the per-theme Color Mode picker, the Surfaces + Text colour
pickers, and the whole Typography & Style card — and show an explanatory note.
The Force picker itself and the Accent pickers stay visible. i18n en/de.
This pairs with the admin dark-mode fix: admin surfaces follow the `.dark` class
which AdminDarkModeContext drives from the force lock, so force is respected
end-to-end.
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.
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.
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.
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.
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).
- 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.
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.
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 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.
#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.
#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'.
- 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
- 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.
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.
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.
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.
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.
Luca