reminder_schedule (id, rule_kind, effective_from/_to, day_offsets CSV,
subject, body) added to SCHEMA (CREATE TABLE IF NOT EXISTS, exec'd on every
open = the additive migration path). resolveSchedule(db, ruleKind, today)
picks the row active on the business date (from<=today, to NULL or >today,
latest from wins) with code-constant fallbacks (quote_followup 3/7/14 +
spec s7 subject/body; invoice_overdue 7/15/30). seedIfEmpty seeds one
open-ended dated row per kind, audited in the same transaction.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
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>
Thomas Joise