Commit Graph

2 Commits (b1e1420b4ccc7251144c6f561aaa342a571ebb33)

Author SHA1 Message Date
Thomas Joise e83d70a4ff feat(d28): #6 SMS credit review + low-balance upsell
New 'SMS balances' screen: every SMS client with its credit balance (the module's
own sms_balance service field), lowest first so the ones about to run dry sit on
top. Low = below sms.low_balance_threshold (dated setting, config over code);
'Low' is the default view = the upsell list. One click raises a top-up proforma
(reuses the module renewal-quote path); client name links to the Modules tab where
the balance is kept. Owner cockpit gains an 'SMS balance low' tile as the at-a-
glance alert. Read-only report, no audit. Test locks parse/flag/sort. typecheck +
web build clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
3 days ago
Thomas Joise 7f6e2ce904 feat(d27): #5 owner MIS cockpit
repos-mis misCockpit(today): this-month vs last for billed (issued invoices) +
collections (payments), total outstanding (dues-aging), open pipeline value,
renewals due in 30d, open tickets, reminder queue — composed from the existing
repo aggregates so figures reconcile with Reports/Dashboard. Owner-only GET
/reports/mis. New /mis 'Cockpit' page: KPI tiles with MoM deltas + click-through
to the source pages. Money in tests. typecheck + web build clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
3 days ago