Commit Graph

151 Commits (7e139d91b82e8e94db34b217d2499650fdc597fa)

Author SHA1 Message Date
Thomas Joise 551c9e3d30 merge: readable linked payment/document chip + SMS alert loading/error state 1 day ago
Thomas Joise 0adce5844b fix(backup): resolve the production database the way the server does
`npm run backup` ran scripts/backup.mjs, which read process.env.DATABASE_URL
directly and exited when it was unset. On the production box DATABASE_URL is NOT
exported -- the connection is resolved (D19) -- so the backup command could never
reach the real data.

The dump now lives in apps/hq (src/backup.ts + a thin scripts/backup.ts CLI, the
same split the other maintenance scripts use, so it is typechecked and unit
tested) and resolves its target through the shared resolveDbUrl. It logs the
resolved host/db -- never the password -- before pg_dump runs, and a SQLite
outcome is a loud error naming backup-hq.sh instead of a dump of nothing.
Behaviour otherwise unchanged: -Fc dump under ./backups (or HQ_BACKUP_DIR),
rotation to the newest HQ_BACKUP_KEEP (default 14), same pg_dump discovery.

The .mjs entry could not import the TS resolver, and duplicating the resolution
would have re-introduced the copy of the production connection string that
6f50799 deliberately removed -- hence the move to TS. `npm run backup` is
unchanged for the operator; prod already runs `npx tsx apps/hq/scripts/...` for
maintenance (see DEPLOY-HQ.md), so tsx is on the box.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 4c1514c315 fix(milestones): stamp installed_on/trained_on on every tick, keep links on a re-tick
Two bugs in the same tick path.

1. installed_on / trained_on were written only as a side effect of a status
   UPGRADE. The ~300 APEX-imported projects are already at 'live' -- the furthest
   status -- so ticking Installation or Training upgraded nothing and therefore
   recorded nothing, and the UI's own date writers were removed in the Client
   Detail redesign, leaving those columns unfillable and the Module Directory's
   "Installed" column blank forever. The date is now stamped whenever the step is
   ticked, independent of any status move: same transaction, same audit payload,
   still write-once (an existing date is never overwritten) and still no downgrade.
   A tick that changes neither status nor a date now writes nothing at all.

2. setMilestone wrote payment_id/document_id as `done ? linked : null`, so any tick
   that did not resend the ids cleared them. bulkSetMilestone routes through it and
   never passes ids (one key, many projects), so a single bulk re-tick silently cut
   every project's step loose from the payment or quotation it had been linked to.
   An already-done step now keeps the link it carries when nothing is supplied.
   An explicit empty id is still an unlink, and unticking still clears both.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 77f135f0e2 fix(scripts): document the DATABASE_URL-prefixed invocation, make SQLite an explicit opt-in
apply-onboarding-pipeline.ts documented its own command with no `DATABASE_URL=`
prefix -- the only hardened data script missing it. Followed literally on the
production host it resolves to SQLite, not the real database. Header corrected to
match its siblings.

The deeper problem is that landing on SQLite was a DEFAULT, not a decision: with no
DATABASE_URL, resolution quietly returned '' and the run was only saved by the
"never CREATE a database" guard -- which passes as soon as any stale ./data/hq.db
exists under the operator shell's cwd. requireDbUrlForEnv now refuses a SQLite
outcome unless it was explicitly asked for (HQ_DB_TARGET=sqlite, a --sqlite flag,
or HQ_DATA_DIR=:memory:), and the error names both escape hatches. The create guard
is unchanged and still applies after the opt-in. server.ts calls resolveDbUrl
directly, so first-boot DB creation is untouched.

All five maintenance-script headers now state the SQLite opt-in.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise aa541270d6 fix(onboarding): APEX-imported projects were invisible on the stalled tile
client_module.created_at was added and stamped in assignModule, and
stalledProjects now correctly excludes no-tick projects whose created_at
is NULL — but the APEX importer (the path that created the real ~300
clients' projects) inserted client_module WITHOUT created_at. Every
imported project with zero ticks was therefore permanently invisible on
the "Onboarding stalled" tile, exactly the population it exists for.

Three parts:
- Stamp created_at in the APEX importer's client_module insert.
- Backfill existing NULL rows from installed_on where known (both
  db.ts migrate() for SQLite and migrations-pg.ts for Postgres); never
  fabricate a date when installed_on is also unknown.
- stalledProjects now returns { rows, unknownAgeExcluded } instead of a
  bare array, so projects excluded for unprovable age are counted, not
  silently dropped. GET /projects/stalled responds with
  { ok, projects, unknownAgeExcluded }; UI wiring left to the parallel
  agent.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 591d0e9b59 fix(onboarding-migration): idempotency check must ignore ad-hoc custom_* rows
alreadyNew was set false for EVERY row whose key wasn't a template key,
including custom_* rows that the same function deliberately preserves
verbatim. So a project with even one ad-hoc "+ Add step" entry was
never "identical" and got DELETE-and-rebuilt on every single run (new
row ids, a fresh audit row each time) — contradicting the documented
"safe to re-run / a second run does nothing".

Idempotency is now computed over non-custom rows only, using the same
custom_* discriminator addProjectMilestone's key generation relies on.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise ee0367dfb5 fix(db-pg): make requireDbUrlForEnv guard outcome-based, not NODE_ENV-gated
The guard only threw when NODE_ENV==='production' AND resolution came
back empty. But NODE_ENV is exactly what isn't reliably set for the
maintenance scripts this guards (they're run by hand from an operator
shell with no service-definition env and no dotenv), so on the real
prod box the guard never fired: resolution silently returned '', the
script opened a brand-new empty SQLite file under <cwd>/data, and
printed a false "0 project(s) rebuilt" success.

Now the guard fires on the OUTCOME instead: whenever resolution
selects SQLite, refuse to run unless the target file already exists —
a migration/maintenance script must never CREATE a database. Applies
only to requireDbUrlForEnv (the script entry path); server.ts calls
resolveDbUrl directly and is untouched, so first boot still creates
its DB as before.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 6f50799d3c test(db-resolve): remove duplicated production password from test file
The test never connects to Postgres, it only asserts resolution
behaviour, so the real prod URL had no reason to be duplicated here.
Swapped for a dummy postgres://u:p@h:5432/db throughout.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise f66bab122b fix(scripts): harden apply-ltd-numbers/apply-name-fixes/import-employees DB resolution
Same pre-ship audit fix as apply-onboarding-pipeline.ts and migrate-onboarding-
templates.ts: replace the raw `DATABASE_URL ?? ''` read with the shared
requireDbUrlForEnv() resolver, log the resolved engine/target before mutating,
hard-fail instead of silently opening a throwaway SQLite file in production, and
close the DB handle in a finally block.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 9457b0f145 fix(milestones): fresh projects false-flagged as stalled, fallback modules stuck at quoted, bulk ops skipped status/link logic (FIX D, E, F)
FIX D: stalledProjects treated a no-tick project's missing done_on as the
sentinel '0000-00-00', always older than any cutoff, so every
freshly-assigned project immediately showed up on the "Onboarding stalled"
tile. It's now measured against client_module.created_at (stamped by
assignModule); when that's also unknown (predates the column, or an import
path that doesn't stamp it) the project is excluded rather than assumed
ancient.

FIX E: STEP_STATUS only mapped the new template's keys, but TAIL_FALLBACK
(any module with no seeded/owner-configured tail -- WHATSAPP, ATM, AMC, ...)
still uses the legacy 'installed' key, so ticking "Installation done" on
those modules left status at 'quoted' forever. Added installed->installed
to STEP_STATUS (checked: no legacy payment key needs a mapping, since
payment never drove status even in the new vocabulary).

FIX F: bulkSetMilestone did a bare UPDATE, so a bulk go_live never advanced
client_module.status and a bulk untick never cleared a stale
payment_id/document_id link. Each id now routes through setMilestone itself
(same status-advance + link-clearing path a single tick uses), inside the
existing transaction -- nested transaction() calls become savepoints on
both engines, so a project without the milestone key is caught and skipped
without losing "bulk ops only touch projects that have the milestone".

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise e8baa1111e fix(onboarding-migration): deterministic survivor when two old ticks collapse onto one key (FIX C)
advance_paid/balance_paid (and the interim advance_payment/balance_payment)
all collapse onto the single new payment_received key, and the carry used
Map.set -- whichever row was visited second silently overwrote the first's
done_on/payment_id, counted as neither carried nor dropped, with the audit
`before` left `undefined` so the loss was unreconstructible.

pickSurvivingTick() now picks deterministically (prefers the tick with a
real linked payment_id; otherwise the later done_on), the losing tick is
counted in a new `collapsed` field, and the audit `before` payload is now
the full pre-migration row set instead of `undefined` -- any discarded tick
is reconstructible from the append-only log.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 04aef0aa36 fix(api): validate ?days= and guard the onboarding-project routes against a crash (FIX B)
GET /projects/stalled had no try/catch, and a caller-supplied ?days= flowed
straight into `new Date(...).toISOString()`. Confirmed the exact crash:
Number('1e300') passes Number.isFinite (so the old guard let it through),
but the resulting cutoff math overflows the valid Date range and
.toISOString() throws RangeError. Uncaught in an async Express handler this
is an unhandled rejection, which kills the whole process on Node 22 -- any
authenticated role, including plain staff, could take the console down with
one GET.

`days` is now validated (integer, 0-3650) with an explicit 4xx on anything
hostile, falling back to the configured default only when the param is
absent (matches the frontend, which never sends ?days= at all). Audited
every other route this feature added to the same section: /projects/board
and /projects/pending/:key had the identical no-try/catch shape and are now
wrapped too.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 31335cd4ad fix(deploy): one shared DB-engine resolver so scripts can't silently target a throwaway SQLite file (FIX A)
apply-onboarding-pipeline.ts and migrate-onboarding-templates.ts resolved the
engine as `DATABASE_URL ?? ''`, diverging from server.ts's production
fallback. On the prod box (DATABASE_URL unset) each script opened a brand-new
empty SQLite file, "succeeded" against it, and Postgres was never touched.

resolveDbUrl()/requireDbUrlForEnv()/pgTargetDescription() now live in
db-pg.ts as the one place this is decided; server.ts and both scripts call
it. The scripts additionally hard-fail (never fall back to SQLite) when
NODE_ENV=production resolves nothing, log their target engine before doing
any work, and close the DB handle in a finally.

Also lands client_module.created_at (nullable, additive) — schema groundwork
FIX D uses to measure a no-tick project's age from its real creation date
instead of treating a missing done_on as infinitely old.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise b146de990f fix(scripts): audit + guard apply-onboarding-pipeline's setting writes
Final whole-branch review FIX 2.

The live-deploy script upserted the onboarding template settings with raw
SQL (ON CONFLICT DO UPDATE), bypassing setSetting -> no audit row, violating
the append-only-audit rule -- and it unconditionally overwrote templates an
owner may have already edited in the Modules onboarding-template editor,
making the "Idempotent" header comment false and dangerous for a script that
runs against ~167 real projects.

Upserts now go through setSetting(db, 'system', key, value) (audited), and
only write a key that is still absent, unless run with an explicit --force
argument (documented). Header comment corrected to say idempotency holds
only while the templates haven't been owner-edited, and that --force
overwrites unconditionally.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 4ee8f17b37 fix(onboarding-migration): preserve ad-hoc custom steps across the template swap
Final whole-branch review FIX 3.

migrateOnboardingTemplates previously DELETEd every project_milestone row and
reinserted only template keys, so a project-specific step added via
addProjectMilestone ("+ Add step", custom_* keys) vanished with no trace if
un-ticked, or was miscounted as `dropped` if ticked.

Old rows are now partitioned before the DELETE into template-mapped vs
ad-hoc custom (not a template key, not in KEY_MAP, and not a known old
generic FRONT_FALLBACK/TAIL_FALLBACK key like amc_start — those keep their
existing drop behavior). Custom rows are re-inserted unchanged after the
template block, sort continuing past it, preserving
label/done/done_on/payment_id/document_id. The return type and the audit
`after` payload both gained a `preserved` count/list.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise e8e2a202c1 fix(milestones): reject front/tail key collisions; dedupe on collision; stamp installed/trained dates
Final whole-branch review FIX 1 + FIX 5.

- setFrontTemplate / setModuleTail now reject a key that collides across the
  front/tail halves (checked against the default tail, every configured
  per-module tail, and the shared front respectively) instead of letting
  milestoneTemplate silently compose a duplicate-key list.
- ensureProjectMilestones adds each inserted key to its own `existing` set
  inside the loop, so a template that still ends up with a duplicate key
  (a pre-existing bad setting) is deduped instead of hitting the
  UNIQUE (client_module_id, key) violation a second time.
- GET /client-modules/:id/milestones now wraps ensureProjectMilestones +
  listProjectMilestones in try/catch -> 400, matching its POST sibling,
  instead of an unhandled async rejection that hung the request.
- advanceStatusForStep now stamps client_module.installed_on / trained_on
  from the triggering milestone's own done_on the first time status
  advances into 'installed' / 'trained' (never overwriting an existing
  date), replacing the UI date-writers the Client Detail redesign removed
  without a replacement. Reflected in the same audit row as the status
  change.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 7838ced6c2 feat(client-detail): quotation-step document link + ticket classification (backend)
Backend half of the Client Detail redesign follow-ups (#7, #6, #4).

#7 — quotation step links its document
- project_milestone gains a nullable `document_id`, landed on BOTH engines:
  a PRAGMA-guarded ALTER in db.ts migrate() and pg migration 016.
- setMilestone(..., doneOn?, paymentId?, documentId?) validates the document
  belongs to the same client as the project (mirroring the paymentId check),
  stores it on tick and clears it on untick; Milestone gains `documentId`.
- POST /client-modules/:id/milestones accepts `documentId`.
- migrateOnboardingTemplates carries document_id across the template swap so a
  linked quotation is not lost.

#6 — ticket classification
- ticket gains `type TEXT NOT NULL DEFAULT 'service'` (db.ts SCHEMA + guarded
  ALTER, pg migration 017); imported APEX rows fall to the default.
- Config over code: the list is the `ticket.types` setting (seeded on first
  boot) resolved by ticketTypes(), with TICKET_TYPE_FALLBACK in code.
- GET /tickets/types; create/update accept + validate `type`; list rows carry
  it and GET /tickets?type= filters (blank/omitted = every type).

#4 — cleanup
- Refreshed the stale file comment atop repos-milestones.ts and the
  project_milestone comment in db.ts: both now describe the composed
  front + per-module tail model (they still described the old flat template).
- Migration tests for the interim keys advance_payment / balance_payment ->
  payment_received, plus the document-link carry.

npm run typecheck clean; npm test 473 passed / 5 skipped (was 453/5).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 4e747427d2 feat(onboarding): owner editor for shared front + per-module tail templates
Adds owner-only, audited routes for the two config settings milestoneTemplate
composes (project.milestone_template.front and project.milestone_template:<CODE>),
plus a Modules page section to edit them: staged label rows with add/remove/
reorder/Save, keys auto-derived from labels when blank, uniqueness enforced.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise 45cfb83d03 chore(deploy): apply prod DB URL + onboarding-pipeline deploy script
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1 day ago
Thomas Joise f1a7eac9dd feat(onboarding): composed milestone templates (shared front + per-module tail)
Supersedes the flat per-module onboarding templates: milestoneTemplate(db, code)
now returns [...front, ...tail]. front is a shared setting
(project.milestone_template.front, FRONT_FALLBACK code default: enquiry ->
visit/meeting -> quotation sent -> quotation approved) prepended to every
module's checklist. tail resolves per-module setting -> global setting ->
TAIL_FALLBACK (the old generic list), unchanged in precedence.

- STEP_STATUS gains quotation_approved -> ordered (never-downgrade guard kept).
- seed.ts seeds the front once plus SMS/RTGS/MOBILEAPP tails (advance/balance
  payment steps collapsed into a single payment_received tail step); no longer
  seeds a bare project.milestone_template default.
- migrate-onboarding-templates.ts KEY_MAP updated so advance_paid, balance_paid,
  advance_payment and balance_payment all carry forward to payment_received;
  its idempotency check holds against the longer composed list.
- Updated seed-templates, milestones-templates, milestone-status,
  migrate-onboarding-templates, milestones and milestone-payment tests to the
  composed content/mappings (TDD: reverted the implementation, confirmed the
  updated tests red, restored the implementation, confirmed green).

Backend + tests only; the live-DB migration run is a separate step.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 8c653eb41a fix(payments): exclude draft proformas from outstanding (owner decision)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 75fb41c366 feat(onboarding): stalled-project query for the dashboard/MIS tile
Adds stalledProjects(db, olderThanDays, today) to repos-milestones.ts:
active projects with a pending step whose last progress (MAX done_on,
or module creation if nothing ticked) is older than N days. GET
/projects/stalled reads ?days= with a project.stall_days setting
fallback (default 30).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 195d821bef feat(sms): bulk SMS purchase proforma + document source tagging (renewal vs top-up)
Threads an optional `source` through DraftInput/insertDocRow (default 'hq',
preserving current behaviour when omitted), tags module renewals as
'module_renewal', and adds generateBulkSmsPurchaseQuote — an ad-hoc bulk SMS
credit top-up priced via the existing usage rate card, tagged
'bulk_sms_topup' so the client-detail document list can distinguish it from a
subscription renewal. New route: POST /client-modules/:id/bulk-sms-quote.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise fdf31b4dbd feat(payments): ledger exposes outstanding docs + per-payment allocations
clientLedger now attaches allocations (docNo + amount) to each payment and
returns an outstanding[] list — issued invoices with outstandingPaise > 0
plus open (draft/sent/accepted) proformas, oldest-first by docNo. Read-only
extension over the existing settlement math (outstandingPaise, allocations);
no money/allocation logic changed. Mirrors the widened Payment/Ledger shapes
onto apps/hq-web/src/api.ts for the upcoming Payments tab.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 4b2e44c3ea test(onboarding-migration): add coverage for dropped ticked milestone keys
Add one test case to cover the scenario where old milestone keys that
don't map to the new template (amc_start, setup_done for SMS) are ticked
and should be counted in the migration's dropped tally. Verifies both
dropped and carried counts are accurate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 6bce248c2e feat(onboarding): one-time migration swapping seeded modules to new templates (ticks preserved)
Idempotent migrateOnboardingTemplates(db): for every client_module whose module
has a per-module onboarding template (task 2), rebuilds its milestone rows from
that template, carrying mapped ticks (installed->installation, go_live->go_live,
advance_paid->advance_payment, balance_paid->balance_payment, setup_done->
setup_configuration when present) with done_on and payment_id intact. Unmapped
ticks (amc_start, or setup_done where the new template has no matching step) are
dropped and counted. Audited per project; a second run is a no-op via an
identical-key-set short-circuit. Adds the CLI wrapper (mirrors
apply-name-fixes.ts's open-DB idiom, Postgres or SQLite) for the real one-time
run against production data.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise cd235b622b feat(onboarding): link advance/balance payment steps to real payments
Milestone.paymentId + project_milestone.payment_id (SQLite + Postgres,
additive). setMilestone(..., paymentId?) resolves the payment's
received_on to stamp done_on when a payment-step tick links a real
payment; the linked payment must belong to the same client. api.ts
threads paymentId from the milestone POST body.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise b2c49832d5 feat(onboarding): status line auto-drives client_module.status (never downgrades)
Ticking the installation/training/go_live onboarding milestone steps now
advances the coarse client_module.status (installed/trained/live), audited
in the same transaction. A STATUS_RANK guard blocks downgrades from
unticking or ticking an earlier step after a later one already landed.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 9ac2ce9d50 feat(onboarding): seed SMS/RTGS/MobileApp onboarding templates
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 1e77792beb feat(onboarding): resolve milestone template per module (config over code)
Widens milestoneTemplate(db, moduleCode?) to resolve project.milestone_template:<CODE>
before the global project.milestone_template setting, falling back to FALLBACK_TEMPLATE.
ensureProjectMilestones now looks up the client_module's module code and resolves the
template through it, so each module can carry its own onboarding checklist as a dated
setting row instead of one hardcoded global list.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2 days ago
Thomas Joise 9cb5127faf feat(d37): society category (Kerala co-op directory taxonomy) on clients
Adds client.category (SQLite migrate + PG migration 014), derived from the name to match
the official Kerala co-op classification: Service Bank / Urban Bank / Vanitha / Housing /
Employees / Agricultural / Marketing / Society (other) / Store / Other. Backfilled by a
portable CASE (most-specific-first); new/edited clients derive it via categoryFromName.
Clients screen gains a Category filter dropdown + column. Live backfill: 135 Service
Bank, 38 Employees, 15 Vanitha, 14 Store, 12 Agricultural, 11 Urban, … typecheck + full
suite (416) green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise 1c375fdf01 chore(d35): script to append directory-sourced LTD numbers to client names
Appends ' LTD NO. <n>' where the Kerala co-op directory lookup found a registration
number (found=true). Guarded: only found rows, skips names that already contain the
number (space/punct-insensitive), appends the number only (no name/casing overwrite),
audited via updateClient. Applied on live data after backup: 91 names updated (K-Z half).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise 809976fd8b feat(d36): login history (IP + device) + first-login change nudge
Captures every /auth/login attempt in a login_event table (SQLite schema + PG migration
013): staff_id (or null for an unknown user), username tried, outcome (success/failed/
locked), IP, and user-agent — best-effort, never breaks login. New owner 'Login history'
page (Admin): who signed in / failed, when, from which IP + parsed device, outcome filter,
paginated. login() now returns mustChangePassword; an invited user on their default
password is sent to Profile to change it on sign-in. typecheck + auth/employee tests green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise 47e17644de chore(d35): script to apply approved client-name corrections (audited)
Reads the reviewed name-review.json and applies each changed name via updateClient
(audited, guarded: only updates when the stored name still matches what was reviewed).
Ran on live data after a backup: 187 names corrected (co-op style unified to
CO-OPERATIVE, run-on splits, ARP00KARA->ARPOOKARA, double spaces), 0 skipped.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise a81034d4ed feat(d35): client type (PACS / Store), classified by name
Adds client.client_type (SQLite migrate + PG migration 012), backfilled from the name:
a name ending in STORE/STORES = 'Store', everything else = 'PACS' (14 Stores of 273).
New clients default the same way; editable per client. Clients screen gains an
All types / PACS / Store filter and a Type column. typecheck + client tests green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise e8e9db33ea feat(d34): import employee master + invited/pending-login flag
- staff_user gains must_change_password (SQLite migrate + PG migration 011): the
  invited-employee indicator, cleared on the user's first self password-change.
- createEmployee takes phone/title/mustChangePassword; Employee carries mustChangePassword.
- scripts/import-employees.ts (tsx, Postgres- or SQLite-aware) seeds the 11 from
  empmaster.xlsx: username = first-name slug, default password <username>@123, role staff,
  active per ACTIVE_STAT, must-change flagged. Idempotent. Ran on live DB — 11 added.
- Employees list: 'Invited · must change pw' badge + a notice explaining the default
  password pattern so the owner can share logins. Verified: adithya/adithya@123 → 200,
  inactive raveena blocked. typecheck + employee tests green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise da67b8b393 feat(sms): live-only balance list, no full-row red, mandatory creds on assign
- SMS balances now lists ONLY live SMS subscriptions (status='live'); quoted/installing
  ones are excluded (105 -> 79 real). The daily/manual gateway pull is likewise live-only.
- Removed the full-row red tint on low rows — the red balance badge alone signals it.
- Assigning the SMS module now REQUIRES the gateway username + password (both the Client
  360 'Assign module' form and the Modules-page '+ Add client' panel): Assign is blocked
  until they're filled, and they're set on the new subscription in the same flow. So a
  live SMS client always has the credentials the balance pull needs.
Test updated (assign live); typecheck + suite green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 days ago
Thomas Joise 56686dd4d6 feat: show + download SMS logins; install details in Module data
- 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>
2 days ago
Thomas Joise f0bba301e9 feat(docs): require a reason when cancelling a document
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>
2 days ago
Thomas Joise d68fc257a2 fix(docs): summary line for legacy imports + tidy Record-payment panel
- 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>
2 days ago
Thomas Joise 11d45e805c chore: remove all 'Tecnostac' references — everything is SiMS
Founder: there is no Tecnostac in this application. Replaced the seed default
company.name ('Tecnostac' -> 'SiMS'), demo-seed data, ~22 test fixtures/emails, and
docs (Tecnostac -> SiMS, @tecnostac.com -> @sims.com). Live DB company.name also
updated to 'SiMS' (shows on dashboard, documents, letterhead, reminder emails). Owner
email was already SiMS (simssoftware13@gmail.com). Full suite 416 green.
2 days ago
Thomas Joise 79717133b8 feat(d32): remove the key concept entirely + keyless legacy cleanup
Owner has no HQ_SECRET_KEY, so the D31 unlock-with-key path was impossible. crypto is
now fully keyless: encrypt/decrypt ignore keyHex (params kept so a key can be wired back
later); decrypt returns '' for any leftover legacy AES value (unreadable → treated as
unset, never fed back as ciphertext). Key-based /admin/migrate-plaintext replaced by
keyless /admin/clear-legacy-credentials (clearLegacyCiphertext) which NULLs unreadable
pre-D31 values. .env.example marks HQ_SECRET_KEY removed.

Ran the cleanup on live data: 76 SMS + 110 client DB passwords were unrecoverable and
cleared (usernames intact) — must be re-populated in plaintext (APEX re-import / re-entry).

Also fixes the one real defect the D31 adversarial review confirmed: maybeRefreshSmsDaily
still had a 'keyHex==="" -> no-op' guard that would silently kill the DAILY auto-refresh
once the key was gone (manual refresh masked it). Removed; the daily pull now runs keyless
like the manual path. Full suite 416 green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
3 days ago
Thomas Joise 3e175b8da1 feat(d31): store credentials in the clear (owner decision) + one-time migration
Removes credential encryption at rest so the SMS-gateway logins (and other portal/DB
passwords, module secrets, Gmail token) are usable daily without a held-out
HQ_SECRET_KEY. Keystone: crypto.encrypt() stores tagged plaintext ('plain:'),
decrypt() untags keylessly and still reads legacy AES *with* the key to migrate it.
Drops the six 'refuses/cannot without HQ_SECRET_KEY' guards. Scope is the reversible
credential vault ONLY — login passwords stay one-way scrypt-hashed (@sims/auth).
Secrets still kept out of list payloads + audit rows; reveal still managerial+audited.

migrateLegacyCiphertext + POST /admin/migrate-plaintext (owner) rewrite existing AES
rows as plaintext using the key one final time (idempotent, one audit summary), after
which the key is never needed. SECURITY: a DB dump now exposes these in the clear.

Tests updated to the plaintext policy; new migrate-plaintext.test locks decrypt +
migration + idempotency. Full suite 416 green; typecheck clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
3 days ago
Thomas Joise 90864b7067 test(d28): lock module directory + portals (fieldSpec, login-only, no secret leak)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
3 days ago
Thomas Joise 69c59815f0 feat(d28): Portals quick-list + global search (clients/docs/tickets)
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>
3 days ago
Thomas Joise 3f974e9d3d feat(d28): Module directory — every client on a module x its fields
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>
3 days ago
Thomas Joise 343cc6795d feat(d28): Settings → Operations (SMS gateway URL, low threshold, ticket SLA)
'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>
3 days ago
Thomas Joise f7e9443a56 harden(d28): SSRF guard + no credential-URL leak on SMS gateway fetch
Security review of 58c9799: (1) block loopback/link-local/private targets for the
admin-set sms.balance_api_url before sending client credentials (assertSafeGatewayUrl
— rejects 127/10/172.16-31/192.168/169.254/localhost/::1/.internal), so the setting
can't be pointed at cloud metadata or internal services; (2) redirect:'manual' so a
3xx can't carry credentials to another host; (3) error messages never interpolate the
credential-bearing URL. http:// transport kept — it is the vendor panel's only
interface and the operator supplied it. Tests cover the block list.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
3 days ago
Thomas Joise 58c97994bd feat(d28): SMS gateway live balance sync (BalAlert API) + daily auto + low alert
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>
3 days ago
Thomas Joise 650cde43a2 feat(d28): #3 ticket desk — SLA aging + overdue filter + bill-from-ticket
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>
3 days ago