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feat/client-detail-redesign
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57 Commits (a948a9235039b12c740fd22f56636792a9b59f39)
 

Author SHA1 Message Date
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 7afd769a14 docs: live preview plan (13 tasks) + editable template-data scope in spec 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise 152545555e docs: live document preview design (approved via ultracode panel) 
Same-code preview endpoint (no drift), form+A4-paper split layout, server-truth
totals strip, permissive-preview/strict-save, + company-letterhead / quote-content /
reminder-email sibling previews. Store-product surfaces documented as handoff.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 1 week ago
Thomas Joise dbccb8f954 feat(hq-web): owner company profile editor and client 360 aws usage trend 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 2acca18fc9 feat(hq-web): reports page — dues aging, module revenue, profitability, aws cost chart 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks 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 8267ef9257 docs: HQ-3a implementation plan (10 TDD tasks — reports, AWS costs, receipts, company profile) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 92fb5e6245 feat(hq-web): client 360 recurring, amc and interaction sections 
Browser-walk fixes (Task 12 step 3): reload the reminder queue after a failed send so the row flips to 'failed' live, and reload AMC contracts after recording a payment so the Paid badge derives fresh.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise a9f78c4e3c feat(hq-web): client 360 recurring, amc and interaction sections 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 9e3886d0be feat(hq-web): dashboard money view with manual reminder queue as default route 
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 ea0bc146bb docs(security): SEC-A5 — /bills/offline commits bills with no authentication 
Automated review (CRITICAL): route registered above requireAuth, identity
fields trusted from the body. Two fix options specified; must land before
any pilot. Companion to SEC-C6.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 1523ebbcce docs: HQ-2 implementation plan (12 TDD tasks — reminders, recurring, AMC, dashboard) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 507eec67f3 docs(security): SEC-C6 — override approval is client-asserted, audit forgery hole 
Automated review flagged POST /api/bills trusting overrides[].approvedByUserId
from the client; verify-pin result never bound to the commit. Server-side
approval-token fix specified; must land before any pilot (Phase 1).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 406839659d chore: bring the full store-product codebase under version control 
POS, back office, store-server, all packages, workspace configs, README/
BUILDING, and the WIP HQ-2 plan — everything except gitignored data
(client import staging, .env, local DBs).

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 7bc7976e4e chore: root typecheck now fans out to every workspace's own tsconfig 
Closes the gap where app-level type errors escaped the standard gate
(root tsconfig covers packages/* only; apps each have their own).

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 8c145d5a3b feat(hq-web): clients, modules, composer and document pages (HQ-1 task 16) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 10529beb42 docs(spec): module quote-content blocks + pack pick-lists (SMS 50k/1L) as HQ-1.5 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise 3cfda5b55d docs: record one-repo/two-apps confirmation + HQ-DB-as-cloud-nucleus rule (D15) 
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 2 weeks ago
Thomas Joise a08ab1aa79 feat(hq-web): react shell with login and email-status banner (HQ-1 task 15) 
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