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>
- 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>
- document.due_date additive column; billing.payment_terms_days seeded (15)
- issueDocument stamps doc_date+terms on INVOICE when absent — covers manual
issue, convert-and-send and recurring generation in one place
- drafts accept dueDate (INVOICE only, validated); composer date field
auto-filled from GET /settings/billing; invoice PDF prints Due Date
- overdue scan + reminder anchor on COALESCE(due_date, doc_date); email says
'was due on X and is now N day(s) overdue' when a due date exists
- legacy fixtures pinned to due_date=NULL (sanctioned: they test the doc_date
anchor); 9 new tests; suite 309/309 across 60 files
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Thomas Joise