Phase 5 (D-PIPE option B, spec §6b/§9): repos-pipeline.ts listPipeline unions the
latest non-cancelled QUOTATION per client with bare leads (Enquiry); stage is never
stored; age anchors on the first 'sent' document_event; next action + colour band
read resolveSchedule('quote_followup') day_offsets (no hardcoded 3/7/14); staff are
server-forced to their own rows via ownerScope; Lost hidden unless filtered; sorted
actionable-oldest-first with LIMIT/OFFSET + honest total. GET /pipeline route plus
the Pipeline page (filter chips, managerial owner dropdown, band row tones, lifecycle
action buttons, pager) wired into nav right after Dashboard.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
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>
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>
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>
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>
Thomas Joise