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>
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>
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>
- 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>
- 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>
- /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>
listDocuments now returns { documents, total, page, pageSize } (default 50,
cap 200, newest first) with the client name joined server-side — no N+1.
GET /documents passes page/pageSize through; type/status/clientId filters
compose against the same WHERE for both count and page (rule 8: no silent
caps). clientLedger walks the paginated repo in 200-row batches so the
ledger still surfaces every document. New /documents screen: type chips,
status filter, mono doc numbers, amount column, pager honouring the server
total; rows open /documents/:id. Nav entry under WORK (exact-match so New
Document keeps its own highlight).
Note: the GET /documents route hunk itself landed via 8861b46, swept into
a concurrent commit from the same working tree; this commit carries the
repo/ledger/web halves and the tests.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
Thomas Joise