24 Commits (main)

Author SHA1 Message Date
Thomas Joise 7e139d91b8 docs(deploy): record go-live (D39) and correct the deploy references
deploy/PATHS-AND-NAMES.md now reflects reality: Docker Compose V2 isn't
installed on the box (raw docker build/run instead), DB connection lives in
db-pg.ts not server.ts, real password is committed (accepted, not a
CHANGE_ME_PASSWORD placeholder). docs/DEPLOY-HQ.md marked superseded — it
described an RDS/GoDaddy/.com plan that isn't what shipped. STATUS.md and
06-DECISIONS.md (D39) record the actual go-live: real data carried over from
local Postgres (not "born empty + APEX import"), and the npm/cli#4828
Dockerfile fix.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
21 hours ago
Thomas Joise 4de152a7f4 fix(ui): restore sticky table headers, dashboard loading flash, ticket-type over-fetch
- packages/ui/src/tokens.css: bound .wf-table-wrap to a viewport-derived max-height
  and matching overflow-y so it's a real scroll container again. overflow-x: auto
  alone left overflow-y at its computed "auto" (per the CSS overflow spec, a
  visible/non-visible axis pairing promotes visible to auto) with no height bound,
  so its scrollTop was permanently 0 and table.wf th's `position: sticky` never had
  anything to stick against — the header just scrolled away with the page on every
  table screen. Chose the bounded-wrapper fix (over deleting the dead sticky rule)
  since it keeps the header pinned as advertised; short tables render unchanged,
  long ones scroll inside the box exactly like the existing .dash-list pattern.
  Also moved the .wf-table-wrap rule out of apps/hq-web/src/app.css into tokens.css
  next to the other table.wf rules, since it's part of the @sims/ui component.
- apps/hq-web/src/pages/Dashboard.tsx: the "Onboarding stalled" card treated
  "still loading" the same as "genuinely empty", flashing "Nothing stalled."
  before the fetch resolved. Card now takes a loading prop and shows the usual
  skeleton placeholder while pending; the positive empty copy and error state
  are unchanged.
- apps/hq-web/src/pages/ClientDetail.tsx: getTicketTypes was fetched unconditionally
  on every Client 360 load for the tickets tab's Type column. Gated it behind the
  tickets tab being active (moved the tab computation earlier so it's available to
  gate the loader); NewTicketDialog's own getTicketTypes call for the new-ticket
  pre-fill is untouched.
- STATUS.md: prose under the verification table still said "The 416 figure..." while
  the table itself says 528 — updated the prose to match.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
23 hours ago
Thomas Joise b1e1420b4c docs: refresh test count (528)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
24 hours ago
Thomas Joise 7494f53e2f fix(client-detail): payment step gate matches shipped key payment_received
The status-line payment picker only fired for advance_payment/balance_payment,
which no shipped template contains (the composed tails and the migration both
standardise on payment_received) — so payment linking was unreachable and
project_milestone.payment_id was never written by the UI. Keeps the legacy keys
for projects not yet migrated. Also refreshes the stale STATUS test count.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise d6faf0d5bd merge: Client Detail redesign (D38) — composed onboarding pipeline, status line, payments context, mobile fixes
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

# Conflicts:
#	STATUS.md
#	docs/06-DECISIONS.md
1 day ago
Thomas Joise 343fa94efd docs(client-detail): D38 redesign decision + STATUS in-progress note
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise a9e5aa79d9 docs: bring README/STATUS/CLAUDE/DECISIONS current (D34-D37)
Records the work since the last doc pass: employee master import + invited/first-login
flag (D34), client type PACS/Store + directory-sourced LTD numbers and the name-correction
session (D35), login history with IP/device (D36), and the society category matching the
Kerala co-op directory taxonomy (D37). Adds the login_event table, the Login history
screen, and the client type/category fields; bumps the schema table count 31->32. Decisions
D34-D37 appended to 06-DECISIONS.md.
2 days ago
Thomas Joise d05c7ee31b docs: bring README/STATUS/CLAUDE/DECISIONS current (D34-D37)
Records the work since the last doc pass: employee master import + invited/first-login
flag (D34), client type PACS/Store + directory-sourced LTD numbers and the name-correction
session (D35), login history with IP/device (D36), and the society category matching the
Kerala co-op directory taxonomy (D37). Adds the login_event table, the Login history
screen, and the client type/category fields; bumps the schema table count 31->32. Decisions
D34-D37 appended to 06-DECISIONS.md.
2 days ago
Thomas Joise b09f545489 docs: bring README/STATUS/CLAUDE current (D20-D33)
Corrects the now-wrong at-rest-encryption claims (D31/D32 removed HQ_SECRET_KEY —
credentials are plaintext, login passwords stay scrypt-hashed), updates the test count
(389 -> 416), the schema table count (26 -> 31) + new tables, and adds the screens and
capabilities built since 2026-07-17: tickets, onboarding, module-defined fields, the
live SMS gateway balance pull, Module data directory, Portals, global search, MIS
cockpit, audit viewer, Renewals, Settings->Operations, and the backup script (D33).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise 70234161dc fix(d24): pg allocation row-lock + index ordering; docs (D24 record, 389 tests)
- recordPayment locks the target invoice row (SELECT ... FOR UPDATE, Postgres
  only — SQLite is serialized by the connection mutex) before reading
  outstanding, so concurrent payments cannot over-allocate on prod.
- INDEX_DDL now runs AFTER migrate() in openDb, so indexes referencing
  migrate-added columns (owner_id, lockout cols) build on older DBs.
- D24 remediation recorded in 06-DECISIONS; test counts 377 -> 389.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
4 days ago
Thomas Joise 86af9ecb27 docs(d22): onboarding tracker D-record; test count 377
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
4 days ago
Thomas Joise 0e85163b68 docs(d23): SMS rate-card D-record; catalogue additions; test count 372
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
4 days ago
Thomas Joise 83f12685c4 docs: record ideal-web-app pass delivered — 346 tests, Settings hub row, spec stamped
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
4 days ago
Thomas Joise 19fe037bb4 docs: record the review pass — 345 tests, all 8 findings closed
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>
4 days ago
Thomas Joise 8064c49465 docs: record the delivered D18 go-live cluster — 344 tests, gaps closed, spec stamped (Phase 10)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
4 days ago
Thomas Joise 8cb37f648a docs: bring all documents current with the delivered redesign (D17)
- 06-DECISIONS: new D17 entry — warm ops-console direction, teal/ink,
  mono/sans split, Ctrl-K palette, Client 360 ribbon+tabs, UI-only scope
- DEPLOY-HQ: fix pm2 launch — start from repo root (a pm2 app started from
  apps/hq would boot an empty DB in apps/hq/data), no rebuild-per-restart
- 14-SPEC: cross-link the delivered UI-direction spec (D17)
- README: redesign feature bullet; STATUS: login + Client 360 screen rows
  reflect split panel, KPI row, pulse ribbon, deep-linkable tabs

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise 7862452989 docs: record funnel phases 7-10 delivered — 293 tests, gaps list updated (D16 final)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 5a1c84f1de docs: record quote-to-close funnel slice (D16)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 062ddd0737 docs: record redesign verification — 255 tests, new shell description, run-from-root warning
E2E walked in the real app: login split panel, shell (groups/badge/health),
Ctrl+K palette with live client search, dashboard, clients chips, Client 360
(tabs + pulse ribbon click-through), document view + PDF, reports chips,
dark mode, 420px drawer. Verification session minted directly in the dev DB
and deleted after; servers stopped; stray apps/hq/data DB removed.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise 115f2e6c41 docs: HQ project identity (README, STATUS, CLAUDE) + fix cross-repo doc links
Adds the front-page README, a first STATUS.md build-state doc (the console had
none), and a CLAUDE.md with the house rules that govern this repo. De-links four
references to Store-only planning docs (04-ROADMAP, 08-MARKET-ARCHITECTURES,
09-UX-FLOWS-AND-MENUS) that now live in the Store repo, and regenerates the
lockfile to drop the removed Store workspace entries.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise 7e1c93cee0 Split: make this the standalone HQ project (remove Store)
This repo keeps its 60-commit HQ history and becomes independent of the Store
product. Removed the Store apps (pos, store-server, backoffice), the Store-only
packages (config, scanning, search-core, printing — printing was already a dead
dependency in hq-web), and the Store planning docs.

Shared packages are forked and trimmed to exactly what HQ uses: domain keeps
ids/money/business-day/doc-series/gstin/documents; auth keeps pin; billing-engine
keeps compute/tax. Store-only tests for the removed modules were dropped, and
auth.test.ts was trimmed to its PIN blocks. Package renamed sims-hq; root
tsconfig/vitest paths narrowed to the four kept packages.

Verified independently: npm install + typecheck clean, 177 tests pass.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise 3d3487c85f wip(store-product): returns, GST returns, offline queue, security hardening + docs
Snapshot of the store-product workstream's in-progress work (apps/pos,
apps/backoffice, apps/store-server, packages): returns + credit notes, GST
returns exports, offline bill queue, rate-limiting, session policy, print
guard, batch tracking, and the SEC-C6/SEC-A5 auth fixes; plus docs/18 red-team
review. Committed to preserve work for the repo push. HQ console already
committed separately.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
1 week ago
Thomas Joise 406839659d chore: bring the full store-product codebase under version control
POS, back office, store-server, all packages, workspace configs, README/
BUILDING, and the WIP HQ-2 plan — everything except gitignored data
(client import staging, .env, local DBs).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise cb5df2f0d6 docs: HQ ops console spec (D15) + roadmap/decisions updates
New docs/14-SPEC-HQ-CONSOLE.md: internal ops console (apps/hq) for the
~300 Classic clients - quotations/proforma/invoices in minutes with Gmail
send, recurring billing + reminders, AMC, per-client AWS cost, interaction
log; replaces the internal Oracle APEX app. Doc-11 HQ Console started early.

Also: HQ workstream in 04-ROADMAP, D15 in 06-DECISIONS, cross-refs in
doc 11 + STATUS. First commit of the docs baseline (00-17).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago