Commit Graph

70 Commits (24f52fad0a8e9663e4df1efc88df140283eeaeb2)

Author SHA1 Message Date
Thomas Joise 00ce1d657e feat(hq-web): dashboard — skeletons, toned stats, tinted queue, 2-col grid
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise 278187631b feat(hq-web): grouped sidebar shell, top bar, Ctrl+K palette, responsive-lite
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise 0be928fbf8 fix(hq-web): Employees page no longer shows a permanent Loading state on fetch failure
employees stays undefined when getEmployees rejects, so the page rendered
the error Notice AND an eternal "Loading…" EmptyState below it. Branch on
list.error first.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise efdb34e710 feat(clients): account-owner plumbing — client.owner_id, audited owner route, role gate
Phase 3 of the quote-to-close funnel spec: client.owner_id added additively
(SCHEMA + PRAGMA-guarded migrate) so a bare lead is routable to an employee;
setClientOwner repo fn (validates active employee, audits set_owner in-txn);
PATCH /clients/:id/owner gated inline to owner/manager; shared ownerScope role
gate (staff forced to self, widening ignored) for later phases; ClientDetail
gains an owner/manager-only Account owner dropdown fed by GET /employees.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise d4388c4f63 feat(employees): management surface — /employees API routes + owner-only Employees page
Phase 2 of the quote-to-close funnel slice. Six /employees routes in
apps/hq/src/api.ts (GET requireAuth for the picker; POST/PATCH/deactivate/
reactivate/password owner-only, acting as the signed-in user); Employees
page (table + add/edit/reset-password forms, email immutable on edit,
count shown, no truncation); owner-only nav item beside Document Template;
typed client fns in hq-web api.ts. 6 new route tests (192 total).

Co-Authored-By: Claude Fable 5 <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 cfa1cf81f6 feat(hq-web): DocumentView share & download action group
Add a Share & download group to DocumentView: Download PDF (hits
?download=1 via a bearer-authed blob + save anchor), Create/Copy a public
/share/<token> view link with the live-share list and one-click Revoke,
Share on WhatsApp (wa.me/<client digits> prefilled with greeting + doc no
+ total + the share link), and native share (navigator.share of the link,
falling back to Download where unsupported).

Client api.ts gains the Share type, shares on getDocumentFull, createShare/
revokeShare, and downloadDocumentPdf. Vite dev proxies /share to the hq
server so a minted link opens against the dev origin exactly as in prod
(the hq server serves both the SPA and the public /share route on one
origin). Server share/download endpoints and the golden renderer are
unchanged.

Browser-verified: minted a link, opened /share/<token> in a fresh
unauthenticated context (200 application/pdf, viewer renders the doc),
revoked and confirmed a 404 "Link unavailable" page with no data leak, and
confirmed the WhatsApp deep link is prefilled.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
1 week ago
Thomas Joise 0d57c267ca feat(hq-web): reminder email preview in the manual queue
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
1 week ago
Thomas Joise 0b340fd85f feat(hq-web): module quote-content live print preview
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
1 week ago
Thomas Joise b65e03e1c4 feat(hq-web): Document Template page — editable letterhead data + live preview
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
1 week ago
Thomas Joise 08e067c7cc feat(hq-web): composer split view — server-truth totals strip, live paper, responsive
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
1 week ago
Thomas Joise c2eb7acba0 feat(hq-web): LivePreview — debounced double-buffer iframe + preview fetchers
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
1 week ago
Thomas Joise dbccb8f954 feat(hq-web): owner company profile editor and client 360 aws usage trend
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise 2acca18fc9 feat(hq-web): reports page — dues aging, module revenue, profitability, aws cost chart
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise 92fb5e6245 feat(hq-web): client 360 recurring, amc and interaction sections
Browser-walk fixes (Task 12 step 3): reload the reminder queue after a failed send so the row flips to 'failed' live, and reload AMC contracts after recording a payment so the Paid badge derives fresh.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise a9f78c4e3c feat(hq-web): client 360 recurring, amc and interaction sections
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise 9e3886d0be feat(hq-web): dashboard money view with manual reminder queue as default route
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise 54d6a63e81 feat(hq): HQ-1.5 — module quote content, pack pick-lists, bundle isolation check
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise 8c145d5a3b feat(hq-web): clients, modules, composer and document pages (HQ-1 task 16)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise a08ab1aa79 feat(hq-web): react shell with login and email-status banner (HQ-1 task 15)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago