STATUS: count + review summary, D18 sentence in the intro, honest migrate()
column list, routes table gains /reminders /documents /profile /import and the
collapse/user-menu shell description. README + CLAUDE: 345. D18 record in
06-DECISIONS gains the review outcome. Spec banner notes the post-review
deltas (CSV support columns, LIKE filters).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@ -43,7 +43,7 @@ distilled to what applies to HQ. A change that breaks one does not land.
| Append-only audit | Every mutation calls `writeAudit(db, userId, action, entity, id, before, after)` in the **same transaction** as the change. The audit log is append-only — never update or delete rows. Previews and the public share route write nothing. | `audit.ts` |
| Client id is the future tenant id | `client.id` is a client-generated UUIDv7 that becomes `tenant_id` when the cloud tier stands up — same rows, promoted once. Never re-key clients. | `repos-clients.ts` |
| No silent caps | Every list that can grow paginates or warns; never silently truncate. | reports, directory queries |
| Strict TS, green before landing | Strict TypeScript everywhere; `npm run typecheck` and `npm test` both clean before anything lands. Money math is locked by tests — a rounding change without a test change does not land. | `tsc`, vitest (344 tests) |
| Strict TS, green before landing | Strict TypeScript everywhere; `npm run typecheck` and `npm test` both clean before anything lands. Money math is locked by tests — a rounding change without a test change does not land. | `tsc`, vitest (345 tests) |
appear in ADMIN; the warm ops-console restyle is the 2026-07-17 redesign spec. Routes (`main.tsx`):
lucide icons and a reminder-queue count badge — collapsible to an icon rail via
the footer ‹/› toggle (remembered in `localStorage`) — top bar with Ctrl+K
command palette, Gmail status pill, theme/accent switcher and a user menu
(Profile / Logout), plus the Gmail-disconnected banner. Owner-only items
(Employees, APEX Import) appear in ADMIN; the warm ops-console restyle is the
2026-07-17 redesign spec. Routes (`main.tsx`):
| Route | Screen | What it does |
| --- | --- | --- |
| `/login` | `Login` | Split-panel sign-in — dark warm brand panel + form card (brand panel hides under 800px) |
| `/` | `Dashboard` | Money headline cards, the reminder queue with send / preview / dismiss, and overdue / due-this-week / renewals / follow-ups / recent-payments tables |
| `/pipeline` | `Pipeline` | Cross-client chase-list: derived stage, amount, owner, age and colour band per row with an explicit next action; `All / Mine / Overdue / Lost` chips, owner narrowing (owner/manager), pagination |
| `/reports` | `Reports` | Dues aging, module revenue, client profitability, and an AWS cost bar chart by month |
| `/documents/new` | `NewDocument` | Quotation-in-minutes composer: client type-ahead, line editor, server-computed GST, and a live PDF-fidelity preview (desktop split view / mobile sheet) |
| `/documents` | `Documents` | Register of every document, newest first: type chips + status filter, honest server pagination with true totals, one-click confirmed **Convert & send** on issued proformas |
| `/documents/new` | `NewDocument` | Quotation-in-minutes composer: client type-ahead, line editor, server-computed GST, due-date field on invoices (auto-filled from terms, editable), and a live PDF-fidelity preview (desktop split view / mobile sheet) |
| `/documents/:id` | `DocumentView` | Document page: PDF preview, state-driven action bar (issue / send / mark / convert / cancel / credit note / record payment), share & download group (copy link / WhatsApp / native share / revoke), event timeline and email log |
| `/settings/template` | `DocumentTemplate` | Owner-only letterhead editor (company + boilerplate + titles + logo) with a live sample preview |
Thomas Joise
4 days ago