Commit Graph

6 Commits (c5a524bab582cdd75abe6c5ad7f327ad6d895105)

Author SHA1 Message Date
Thomas Joise c5a524bab5 feat(hq-web): Client 360 — record header, KPI row, tabbed sections, forms extracted
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise efdb34e710 feat(clients): account-owner plumbing — client.owner_id, audited owner route, role gate
Phase 3 of the quote-to-close funnel spec: client.owner_id added additively
(SCHEMA + PRAGMA-guarded migrate) so a bare lead is routable to an employee;
setClientOwner repo fn (validates active employee, audits set_owner in-txn);
PATCH /clients/:id/owner gated inline to owner/manager; shared ownerScope role
gate (staff forced to self, widening ignored) for later phases; ClientDetail
gains an owner/manager-only Account owner dropdown fed by GET /employees.

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