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>
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