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feat/client-detail-redesign
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43 Commits (a1759864bf479a21ad17396f271cb1cef0f3a51d)

Author SHA1 Message Date
Thomas Joise a1759864bf feat(hq): shareable document link backend (mint/validate/revoke/list) 
Add document_share table (CREATE TABLE IF NOT EXISTS; opaque token, optional
expiry, revoke flag) and repos-shares.ts:

- mintShare: 256-bit randomBytes hex token (64 hex, unique), default +30d expiry,
  audited — the token itself is never written to the audit trail or any log.
- validateShare: resolves a live token to its one document; null on
  unknown / revoked / expired (ISO-8601 UTC lexical compare).
- revokeShare: flips revoked=1, audited.
- listShares: a document's shares, scoped and newest-first.

Wire POST /api/documents/:id/share and
POST /api/documents/:id/share/:shareId/revoke (requireAuth, document-scoped
share guard) and surface shares on GET /api/documents/:id. TDD: 14 tests cover
token shape/uniqueness, validate rejections, revoke, and audit-without-token.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise d29025189c feat(hq): beautify document template — "Slate Ledger" visual system + template.accent 
Rewrite documentHtml to a restrained, print-first GST layout: hairline table
rules, tabular money aligned to the paisa, a single accent driving every
structural color (letterhead rule, title, table-header rule + color-mix tint,
docmeta edge, amount-in-words edge, filled grand-total band).

Add optional template.accent setting (validated hex-or-fallback #334155
slate-indigo) read from the settings map and interpolated only after
validation, so a raw setting string can never be injected into the CSS.
print-color-adjust:exact so the accent tint and grand-total fill survive
puppeteer. DRAFT stays: accent chip in docmeta + optional watermark for
un-issued docs. lineRow/totalsRows untouched; @media screen paper + @page
14mm preserved; renderer stays one pure function so preview===pdf identity holds.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise 52e8a03c81 feat(hq): GET /reminders/:id/preview — exact email via shared reminderContext 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise 48731fdb2b feat(hq): GET/PUT /settings/template + logo upload (owner-gated, audited) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise c2f94df06d feat(hq): screen paper styles + documentHtmlSample + POST /previews/sample 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise a948a92350 feat(hq): render editable template.* letterhead fields with default fallback 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise 1ac44ae7de test(hq): golden fidelity — preview HTML byte-identical to the PDF's HTML 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise 268a7469d3 feat(hq): POST /documents/preview — permissive live preview, persists nothing 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise 90df8b0e9f feat(hq): extract pure prepareDraft from createDraft (permissive preview path) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise 5495b42e30 feat(hq): schedule monthly aws cost pull and owner-gated manual pull route 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise ea8c2b23ad feat(hq): company profile settings — owner-gated GET/PUT, audited 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise b7085ce56e feat(hq): payment receipts — own RCT/ series, zero-GST acknowledgment PDF 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 42cfa3d0b2 feat(hq): reports — dues aging, module revenue, client profitability with margin 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 51732df5e5 feat(hq): aws cost explorer ingestion — sigv4 signer and monthly tag-grouped pull 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 9d2eedc366 feat(hq): aws usage repo — upsert/list, cross-client cost ranking, routes 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 3a09feab6f feat(hq): hq-3a schema — aws_usage table (per client per month) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 06b5eb532c feat(hq): dashboard money view and 6-hourly scheduler wiring 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 7e1dcc1ad8 feat(hq): mailbox bounce detection with email_bounced reminders 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 1b14e49d86 feat(hq): recurring invoice generation with at-most-once auto-send 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 2d3b1a52a9 feat(hq): daily scan detection rules with idempotent reminders 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 3204a9af97 feat(hq): reminder email send reusing gmail, plus manual-queue routes 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise a5f6b6fdaf feat(hq): reminder templates and idempotent reminder repo 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 868fe17a5d feat(hq): interaction log with types, follow-ups and routes 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 0e66bd8ff8 feat(hq): amc contracts with renewal invoice and derived paid state 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 405ee2917f feat(hq): recurring plan repo and owner-gated routes 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise c6a8058430 feat(hq): hq-2 schema — recurring/amc/interaction/reminder tables + bounce column + seeds 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise fbf39d7a51 docs+chore: HQ DDL snapshot, gitignored import-drop, Postgres locked pre-go-live (D15) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 54d6a63e81 feat(hq): HQ-1.5 — module quote content, pack pick-lists, bundle isolation check 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 3671c9c40f feat(hq): server assembly, build script and e2e smoke (HQ-1 task 14) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 4a025786aa feat(hq): seed + apex csv importer with verification and series seeding (HQ-1 task 13) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 60d5d38d92 feat(hq): one-time gmail oauth connect script (HQ-1 task 12) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 94734d04bf feat(hq): gmail send with token-death handling and email log (HQ-1 task 11) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 8c90b09595 feat(hq): letterhead HTML templates and puppeteer PDF (HQ-1 task 10) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 63b0d9932a docs(hq): comment ON CONFLICT portability quirk in doc series (D12 guardrail) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 5fc07b97ed feat(hq): payments with allocation, TDS and advances (HQ-1 task 9) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 21ccaff363 feat(hq): document lifecycle with GST compute and credit notes (HQ-1 task 8) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 2710455b78 feat(hq): seedable per-FY document series (HQ-1 task 7) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 78771dad8d feat(hq): client-module lifecycle tracking (HQ-1 task 6) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise fa8bb9c50a feat(hq): module catalog with dated price book (HQ-1 task 5) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 9e4d53fb65 feat(hq): client registry with GSTIN validation (HQ-1 task 4) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise ac7aa891db feat(hq): staff auth with sessions and owner gate (HQ-1 task 3) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 89e468eeda feat(hq): sqlite schema + audit log (HQ-1 task 2) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise d17726941f feat(hq): app skeleton with health endpoint (HQ-1 task 1) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago