- Table pagers (Modules roster, Client 360 tickets) used an unstyled .wf-pager so the
summary text and Prev/Next butted together. Add .wf-pager flex styling: summary on the
left, Prev/page/Next pushed to the right end.
- Module Details: 'Billing kinds' label + checkboxes now on one line (was stacked).
- Module Fields: add a plain-language explainer — what the fields are (with an SMS
example) and WHERE they show up (each client's Modules tab + Catalog → Module data).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
A module's detail screen was one long stack mixing day-to-day (who's on it) with owner
config (details/fields/quote/prices). Now two tabs:
- Clients (default): the roster + install details, with a prominent primary
'+ Add client to this module' button (was a quiet 'Assign client…'). Tab shows the
client count.
- Setup (owner only): Details, Fields, Quote content, Price book.
Opening a module always lands on Clients. typecheck + build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Replaces the raw per-row grid (label/key/type/options/help/required inputs) with:
- Existing fields as clean cards (name, plain-language type, required badge, options, hint)
with Edit / Remove / reorder.
- '+ Add a field' opens a dialog in plain language: Field name, 'What kind of
information?' (Text / Number / Date / Yes-No / Choice from a list / Secret, each with a
one-line hint), Options (only for a list), Hint, Required?.
- The internal lower_snake_case key is AUTO-derived from the field name (unique) and never
shown — existing fields keep their key (it ties to stored data). Each add/edit/remove/
reorder saves immediately (no separate Save step). typecheck + build clean; backend
fieldSpec validation unchanged.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Selecting a module used to dump a stack of panels below the list with no indication of
which module — confusing (founder feedback on 'Fields — Mobile App'). Now clicking a
module opens its OWN screen: a breadcrumb + big header naming the module (name · code ·
SAC · kinds), a Back button, then clearly-labelled sections — Details (editable),
Clients on this module, Fields (plain-language: 'the details you record for each client
on this module'), Quote content, Price book. The list hides while you're in a module.
Row action is now 'Open →'. typecheck + build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- SMS credits screen (managerial): Username + Password columns shown plainly (D32
plaintext), a Show/Hide toggle, and 'Download logins (CSV)' (client, code, username,
password, provider, balance, install date, phone). Password decrypted server-side only
for owner/manager viewers (smsBalances includeSecrets); staff still see balances only.
- Module data directory: rows now carry the lifecycle install details — Status, Installed
date, Next renewal columns alongside the module's own fields, so the whole book shows
when each client went live plus all their service data. typecheck + tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Cancelling an issued document now needs a reason: cancelDocument takes it, refuses an
empty one, and records it on the 'cancelled' event (visible in the doc timeline) and in
the audit after-image. The Cancel dialog gains a required reason box (the confirm stays
open with an error until one is given). Supersede & recreate cancels with 'Superseded &
recreated'. Documents are never hard-deleted (immutability) — cancel is the path, now
always explained. Full suite 416 green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Tax invoice line table: APEX-imported documents carry only totals (0 lines), so the
table printed blank with just the grand total. Add a display-only fallback summary
line derived from the doc's own totals — description from the doc-number's module
prefix, qty 1, rate = taxable, GST% back-computed. Issued docs unchanged (immutability).
New HQ documents already carry full line detail; unaffected.
- DocumentView: the Record-payment form dropped in bare between the share row and the
PDF. Wrap it in a titled card with a Close button so it reads as a clean section.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Clicking a module row shows its clients (roster) — which fought with editing. Add an
Edit button per row (owner) that opens the inline 'Edit module' form directly (name,
SAC, billing kinds, multi-sub, active), stopPropagation so it doesn't also open the
roster; Save/Cancel close it. Row-click still drills into clients + field-spec + quote
+ prices. typecheck + build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
The ledger returns rows oldest-first, so 'Recent documents' sliced the OLDEST 5 and
the Documents/Payments tables listed oldest→newest. Sort newest-first in the view
(by date then doc-no for docs; received-on then id for payments) so recent transactions
lead. Frontend-only; no shared query/test touched.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Modules: selecting a module now shows an 'Edit module' form (owner) — name, SAC,
billing kinds, multi-sub, active (via existing PATCH /modules; code stays the
identity). Header hints that clicking a module opens its editors. Fills the gap where
a module's core details couldn't be edited from the UI.
- New Document client type-ahead: arrow Up/Down move the highlight, Enter selects, Esc
closes, hover tracks — proper combobox keyboard nav (was mouse-only). typecheck + build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Modules page now shows a "Clients" column — how many clients sit on
each module — via one lightweight best-effort roster count per module
(cell shows '…' until it loads, never blocks the table). (Modules.tsx)
- Fix a stale comment: the reminder-queue badge now lives on the Reminders
nav item, not Dashboard. (Layout.tsx)
All sidebar count badges kept as-is (Reminders / Pipeline / Tickets /
Renewals / SMS / Clients / Documents-drafts / Modules). The dead
@fontsource inter+jetbrains deps were already dropped from package.json.
Typecheck clean; web build green. Verified live: Modules "Clients" column
renders (seed AMC module -> 0), badges intact, zero console errors.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Make the Home hub the landing: `/` now renders Home and the Dashboard
moves to `/dashboard` (nav item, routes, and the hub's Dashboard card
all updated). Unknown routes still fall back to `/` (Home).
- Add sidebar count badges for Clients (total book size), Documents
(drafts still to finish) and Modules (count) — neutral, best-effort,
alongside the existing Reminders/Pipeline/Tickets/Renewals/SMS counts.
Typecheck clean; web build green. Verified live: / → Home, /dashboard →
Dashboard, and the Modules count badge renders from real data.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Home hub (/home) now shows only the day-to-day sections — Dashboard,
Clients, Documents, Reminders, Renewals, Pipeline, Tickets, SMS credits,
Modules — as a flat card grid; everything else stays in the sidebar.
- Sidebar section count badges (Layout.tsx): Reminders, Pipeline, Tickets,
Renewals and SMS now show a live count, fetched best-effort. Badges are
neutral by default, amber for SMS low balance, red for failed sends; the
reminder-queue badge moves from Dashboard to Reminders. Hidden when the
rail is collapsed.
- Neutral count-badge base + hub spacing (app.css).
Typecheck clean; web build + 410 tests green. The server.ts prod DB
password is intentionally left uncommitted.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Two 'easily get to it' access screens:
- Portals (Catalog): every subscription with a stored login/URL across all modules,
Open ↗ links, 🔑 = password on file (reveal stays on Client 360). listPortals().
- Global search: the Ctrl-K palette now spans clients + issued documents + tickets in
one /search call (repos-search.globalSearch), each hit routing to its record; per-type
top-N with an honest 'capped' flag (no silent truncation).
Full suite 410 green; all three endpoints smoke-tested on live data (portals 78,
search capped, RTGS directory 13 fields).
Note: includes pages/Home.tsx (the concurrent dashboard-redesign session's Home hub)
so main.tsx's existing /home route resolves and the tree stays buildable; that session
owns its further iteration.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
New 'Module data' screen (Catalog): pick a module, see all active clients on it with
that module's own field-spec values as columns — the whole book at once (all RTGS IPs,
all CloudBackup buckets, all RecoverX portals), searchable, portal URLs clickable, each
row links to the client. moduleDirectory(db,moduleId) returns fieldSpec + rows; secret
VALUES never leave the server (shown as a lock), reveal stays on Client 360. Reuses the
field-specs so a new module field appears here with zero code change. typecheck green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
'All this should be db': the three knobs the new features used to read from code
defaults are now editable DB settings in one easy place — Settings → Operations
(owner). GET/PUT /settings/operations reads/writes sms.balance_api_url (SSRF-guarded
before store), sms.low_balance_threshold, ticket.sla_days. No release needed to
retune any of them; the app already resolves each from the DB with a safe fallback.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Add a `data-palette` theme axis (neutral ground) alongside mode + accent:
Warm (default), Slate, Graphite, Zinc — selectable in Settings > Appearance,
persisted per browser. Backward-compatible: `warm` needs no attribute so the
existing look is unchanged; accent (7 hues) and light/dark stay orthogonal.
Swap the UI font Inter -> Geist Variable + Geist Mono Variable (bundled offline).
Add the `.dash-*` cockpit styles finishing the redesigned Dashboard markup
already in tree (flat Today hero, KPI row, reminder queue, bento sections;
low-colour, red reserved for real failures).
packages/ui theme.ts/tokens.css/ThemeSwitcher.tsx are shared — restyles every
page. Typecheck clean; 410 tests pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Any module service field holding an http(s) value now shows a direct 'Open ↗' link
beside it on Client 360 — the RecoverX/CloudBackup/MobileApp portal + AWS-console
shortcuts the founder asked for, working for any URL-valued field (no new type).
Also (DB config, via PATCH /modules — audited, not code): extended the RecoverX,
CloudBackup and MobileApp field-specs with the operational fields requested
(workspace, portal URL, admin login, install date, payment status; S3 bucket / IAM
user / folder / server for cloud; corp id / server / config for the mobile app).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Pull each SMS client's actual credit balance from the provider panel instead of
manual entry. sms.balance_api_url (dated setting, default 164.52.195.161/API/
BalAlert.aspx) returns pipe-delimited code|STATUS|payload; parseBalanceResponse
reads the trailing number and flags ERROR lines, never guessing. Uses each
subscription's already-imported username/password_enc — the automated path decrypts
directly (no reveal-audit spam) and audits sms_balance ONLY when it changes;
per-poll telemetry lands in the unaudited sms_balance_check table (SQLite schema +
PG migration 010). Managerial 'Refresh from gateway' button (POST /reports/sms-
balances/refresh) + per-client refresh; scheduler does one pass per day
(maybeRefreshSmsDaily). Low-balance alert on the Dashboard + cockpit tile. Needs
HQ_SECRET_KEY (import-time key) to decrypt — no-ops with a clear message otherwise,
never stores plaintext. Parser unit-tested; full suite 408 green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Age column on the workbench (days since opened); a still-open ticket aged past
ticket.sla_days (dated setting, default 7) shows red with a warning. New 'Overdue'
filter chip with an honest server-side count (still-open AND opened on/before the
SLA cutoff). Each row gains a 'Bill' action that opens New Document with the client
pre-selected (/documents/new?client=<id>) — the light ticket->invoice path, staff
add the lines. Kept deliberately un-bulky: no kanban, reuses the existing table.
Test locks the overdue filter + count. typecheck + full suite (403) green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
New 'SMS balances' screen: every SMS client with its credit balance (the module's
own sms_balance service field), lowest first so the ones about to run dry sit on
top. Low = below sms.low_balance_threshold (dated setting, config over code);
'Low' is the default view = the upsell list. One click raises a top-up proforma
(reuses the module renewal-quote path); client name links to the Modules tab where
the balance is kept. Owner cockpit gains an 'SMS balance low' tile as the at-a-
glance alert. Read-only report, no audit. Test locks parse/flag/sort. typecheck +
web build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
listAuditPage (filters: entity/action/user/entity-id/date; honest total; newest
first) + auditFacets. GET /audit owner-only. New /audit 'Audit log' page: entity/
action filters from server facets, paginated table with a per-row before->after
key diff, actor names mapped via employees. Reading the log writes no audit row.
Test locks filter+pagination. typecheck + web build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
repos-mis misCockpit(today): this-month vs last for billed (issued invoices) +
collections (payments), total outstanding (dues-aging), open pipeline value,
renewals due in 30d, open tickets, reminder queue — composed from the existing
repo aggregates so figures reconcile with Reports/Dashboard. Owner-only GET
/reports/mis. New /mis 'Cockpit' page: KPI tiles with MoM deltas + click-through
to the source pages. Money in tests. typecheck + web build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
New WORK page /renewals: 30/60/90-day window chips, table of due module +
AMC renewals (client, type badge, due date, days-until with red/amber tint,
amount, total), one-click 'Renewal quote' on module rows (-> proforma draft)
and 'Open AMC' on AMC rows. api: getRenewals + generateModuleRenewalQuote.
typecheck + web build clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- The 7-swatch accent selector is removed from the top bar (it now lives only
in Settings > Appearance); the bar keeps a single compact light/dark ModeToggle.
This declutters the header and fixes most of the mobile congestion.
- Mobile pass (<=640px): search takes the bar, Ctrl-K hint + Gmail pill hidden,
avatar-only user chip; pages get real padding + bottom room; toolbars/chips
wrap with air; inputs full-width & 42px tall; stats 2-up; tables padded.
- Billing composer: client search + line-item cards go full-width and stack on
phones (composer-search / composer-line classes) so no container is undersized.
typecheck + web build clean, web tests 4/4.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- module.sort_order (both engines, migrate + pg 008); listModules orders by
sort_order then code; createModule/updateModule + ModulePatch carry it, so
the app-wide module order is owner-editable config (default 100 = trails).
- Login accepts a username: field is type=text (autocomplete username),
relabeled 'Email or username' — a plain 'admin' login now works.
Module + web tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Web manifest (standalone, id/scope/start_url=/, teal theme) + icon set
generated from the HQ mark: pwa-192, pwa-512, maskable-512 (full-bleed
safe-zone), apple-touch-icon 180, icon.svg. sharp added as a devDep for
generation.
- Service worker (public/sw.js): installable + fast repeat loads without
faking offline. NEVER touches /api or /share (always live); navigations
network-first with an app-shell fallback; hashed assets cache-first. Registered
from main.tsx in production builds only (skips Vite dev/HMR).
- index.html: manifest link, apple-touch-icon, apple/mobile-web-app meta,
viewport-fit=cover; vite-env.d.ts adds vite/client types.
- Phone polish (app.css): safe-area insets, 16px inputs (kills iOS focus-zoom),
40px tap targets, bottom-sheet dialogs, 2-up stat cards — on top of the existing
<900px drawer + scrolling tables.
typecheck + web build clean, web tests 4/4.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Red-team frontend clusters (a11y + UX + code quality), three coordinated passes:
Accessibility:
- DataTable clickable rows keyboard-operable (role=button, tabindex, Enter/Space).
- <main> landmark + skip link; icon-only buttons get aria-labels; inputs relying
on placeholder alone get aria-labels; AWS-ranking link is a real <button>;
Login fields wrapped in a <form> so Enter submits from either field; toasts
role=alert for errors (urgency not by color alone).
UX safety:
- 'Notify all' and reminder 'Send' now behind ConfirmDialogs naming the count/
client; document action bar disables while an action is in flight (no
double-submit dupes); SendDialog surfaces why a send is blocked instead of
failing silently; client search + ticket search debounced (~300ms); inline
Client-360 edit failures surface via toast, not an off-screen banner; LivePreview
gets a real Retry; destructive client-status transitions confirm first.
Code quality:
- ErrorBoundary wraps the app (a render throw no longer white-screens).
- useData clears stale data on dep change (no record flashing under a new id).
- Shared ErrorBoundary/SecretField/Pager components extracted; Pager adopted in
Documents; write-call api types tightened off Record<string,unknown>.
typecheck clean (root + both workspaces), web build clean, web tests 4/4, full
suite 388 green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Per client-module in the Modules tab: a MilestoneChecklist (tick with
date, + Add step), reloading in place. New Onboarding work page: Stats
header + per-milestone board (done/total, pending badge, warn/ok tint)
with click-through to the pending projects for each milestone (client
links to Client 360). Nav + /projects route. typecheck + web build clean,
web tests 4/4.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Modules page: owner FieldSpecEditor where a module defines its own fields
(label, snake_case key, type, select options, required, reorder) → saved via
patchModule({ fieldSpec }); staff read-only. Client 360 service card: below
the D20 login block, a dynamic form built from the owning module fieldSpec —
one typed input per field (text/number/date/boolean/select), required honored,
non-secret edits collected into one PUT; secret fields as ••••/Reveal/Copy +
Set/Update mirroring the portal-password pattern (managerial, audited).
Empty fieldSpec renders nothing extra. Additive — D20 UI intact. typecheck +
web build clean, web tests 4/4.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
A module created tomorrow appears in the ticket dialog with zero code
changes; the five APEX codes remain only as a loading fallback.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
27 adversarially-confirmed findings from the multi-agent whole-branch review (2 deferred).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
MAJOR
- Documents register: Convert & send no longer bubbles into row navigation
(stopPropagation guard on the actions cell)
- Pipeline rows: convert_invoice now uses the same confirmed convert-and-send
as the Documents page (was the old plain draft convert)
- APEX importer carries anydesk/os/district/sector: stg_client columns
(+ migrate guard), optional CSV headers staged, commit INSERT maps them
- Clients page: district/sector filter inputs wired to the server filters
(server side widened to LIKE for narrow-as-you-type)
MINOR
- WhatsApp/secretary typed contact roles: datalist on the contact Role input,
labeled rows (with Copy) on the Client 360 support card
- Dashboard overdue + dues-aging now anchor on COALESCE(due_date, doc_date) —
an unpaid invoice not yet due no longer shows as overdue (test added)
- PATCH /clients/:id is atomic: dbPassword + field patch in one transaction
- Audit same-txn: setClientDbPassword, stageCsv, and the import stage/commit
route audits all wrapped in db.transaction
Suite: 345 tests / 66 files, typecheck clean.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- POST /import/stage (CSV text), GET /import/status (report + first-50 problem
rows with honest totals), POST /import/commit — all owner-only, audited;
commit still refuses while ANY staged row carries problems (existing guard)
- /import page (ADMIN nav, owner-only): file pickers → problem tables →
verification stats (incl. invoice-value cross-check) → confirm-gated Commit;
re-stage freely, series seeding message surfaced
- 2 route tests (403s for staff; bad→refuse→clean→commit round-trip incl.
series seeding past legacy numbers); suite 344 green
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- sidebar collapses to an icon rail (footer toggle, localStorage-persisted;
nav tooltips via title; <900px hamburger untouched)
- dashboardView gains mine-scoping: staff are ALWAYS scoped to their book
(clients they own, docs/payments they created, their follow-ups, their queue);
owner/manager get a Mine/Everyone toggle (?mine=1)
- 1 test; suite green
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- additive client columns; toClient never maps db_password_enc (payloads carry
only hasDbPassword); listClients gains district/sector filters
- setClientDbPassword: AES-256-GCM via HQ_SECRET_KEY, refuses loudly without a
key; revealClientDbPassword decrypts + writes one audit row per reveal
- PATCH /clients/🆔 dbPassword is owner/manager-gated inside the same route;
POST /clients/:id/reveal-db-password (owner/manager)
- client dialog gains district/sector/AnyDesk/OS; Client 360 gains the Support
card (copy AnyDesk, •••• + Reveal/Set for managerial)
- 5 tests; suite green
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- QUOTATION renders one titled section per line: module name, its what's-
included block, SAC + qty × rate + amount; sections never split mid-page and
each module after the first opens a fresh page in print
- summary line up top ('This proposal covers: …'); totals/terms/signature
unchanged; INVOICE/PROFORMA/CN/RECEIPT keep the compact grid (regression-
asserted); preview-fidelity golden test untouched and green
- 3 tests; suite green
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- listClientsByModule rows carry cmId; ClientModulePatch gains kind/edition
(kind validated against module.allowedKinds — same audited write path as
Client 360, so the two views can never disagree)
- Modules roster: inline edit (kind/edition/renewal/status), ✕ unassign with
confirm (deactivates the link, totals shrink), Assign client… type-ahead
- Documents register: issued proformas get a Convert & send quick action
(same convert-and-send endpoint + confirm as the document view)
- 2 tests; suite 333 green
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
The chip was a bare link to /profile with a separate logout icon; the spec
(§5) calls for a small menu. Chip is now a button toggling a two-item menu
(Profile / Logout) that closes on outside click, Escape, and route change.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- GET/PATCH /me (self-scoped whitelist — role/email untouchable) + POST /me/password
- changeOwnPassword: current password required; every OTHER session dies in the
same txn, the changing session survives; audited without hashes
- staff_user.phone/title additive columns, surfaced on Employees (columns + edit
dialog) and the new Profile page; user chip in the shell opens /profile
- 7 tests; suite 331/331 across 64 files
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- /reminders page: Queued/Sent/Failed/Dismissed chips mapping to ?status=,
managerial-only Mine/All toggle via ?owner= (staff are server-forced to
their own rows), kind/client/doc/due/status table with Send/Preview/
Dismiss on open rows, honest server-driven pager (rule 8).
- Extract the Dashboard queue actions into shared
components/ReminderQueue.tsx (QueueActions, RULE_LABEL, reminderTone)
with a re-entry guard on Send/Dismiss; Dashboard queue card links
"View all" to /reminders.
- api.ts: getReminders now takes { status, owner, page, pageSize } and
returns the full QueueItem rows + page metadata; login stores the
staff id (hq.id) so Mine can narrow by owner.
- Nav item under WORK + route; no backend changes. A contract test pins
the sent/dismissed chips, ?owner= narrowing and cross-chip staff scope
at HTTP level (apps/hq/test/reminders-page.test.ts).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Thomas Joise