Idempotent migrateOnboardingTemplates(db): for every client_module whose module
has a per-module onboarding template (task 2), rebuilds its milestone rows from
that template, carrying mapped ticks (installed->installation, go_live->go_live,
advance_paid->advance_payment, balance_paid->balance_payment, setup_done->
setup_configuration when present) with done_on and payment_id intact. Unmapped
ticks (amc_start, or setup_done where the new template has no matching step) are
dropped and counted. Audited per project; a second run is a no-op via an
identical-key-set short-circuit. Adds the CLI wrapper (mirrors
apply-name-fixes.ts's open-DB idiom, Postgres or SQLite) for the real one-time
run against production data.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Appends ' LTD NO. <n>' where the Kerala co-op directory lookup found a registration
number (found=true). Guarded: only found rows, skips names that already contain the
number (space/punct-insensitive), appends the number only (no name/casing overwrite),
audited via updateClient. Applied on live data after backup: 91 names updated (K-Z half).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Reads the reviewed name-review.json and applies each changed name via updateClient
(audited, guarded: only updates when the stored name still matches what was reviewed).
Ran on live data after a backup: 187 names corrected (co-op style unified to
CO-OPERATIVE, run-on splits, ARP00KARA->ARPOOKARA, double spaces), 0 skipped.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- staff_user gains must_change_password (SQLite migrate + PG migration 011): the
invited-employee indicator, cleared on the user's first self password-change.
- createEmployee takes phone/title/mustChangePassword; Employee carries mustChangePassword.
- scripts/import-employees.ts (tsx, Postgres- or SQLite-aware) seeds the 11 from
empmaster.xlsx: username = first-name slug, default password <username>@123, role staff,
active per ACTIVE_STAT, must-change flagged. Idempotent. Ran on live DB — 11 added.
- Employees list: 'Invited · must change pw' badge + a notice explaining the default
password pattern so the owner can share logins. Verified: adithya/adithya@123 → 200,
inactive raveena blocked. typecheck + employee tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Founder: there is no Tecnostac in this application. Replaced the seed default
company.name ('Tecnostac' -> 'SiMS'), demo-seed data, ~22 test fixtures/emails, and
docs (Tecnostac -> SiMS, @tecnostac.com -> @sims.com). Live DB company.name also
updated to 'SiMS' (shows on dashboard, documents, letterhead, reminder emails). Owner
email was already SiMS (simssoftware13@gmail.com). Full suite 416 green.
Bills are LINE ITEMS not documents: group by INVOICE_NO across three GST
eras (GST pseudo-line / 2026 columns-only / pre-GST zero-tax). 46 raw
ticket statuses -> 5 via ordered pattern map; OLD_ID re-key chains
collapse so superseded rows do not double-import. YES/NO flags respect
real vocabulary (GENERAL ENQUIRY != yes); ATM cell value becomes the
module provider. SID 329 test client + orphan refs skip (counted notes,
distinct from commit-blocking problems). District normalize, NO DATA
scrub, payment normalize, richer-row merge for duplicate service rows,
shared-number-space series seed. Dry run over the real export: 273
clients, 150 documents = Rs 33,16,800.24, 72 payments, 1,826 tickets,
667 interactions, INVOICE seed 10252 (matches APEX next_val). Suite 358
green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
parseWorkbookCsvs + stageApexFull (pure validation pass, zero writes) +
commitApexFull (one transaction): clients w/ encrypted DB passwords +
secretary contacts, YES-flags -> live client_module rows for the 5
modules, branches, bill_filed -> QT/PI/INV history with paisa-exact
CGST/SGST split + payment/allocation rows + series seed, 4.5k tickets
with status/date mapping, SMS/RTGS service data -> client_module
provider/username/password_enc/details, project lists -> interaction
notes with tolerant APEX date parsing. Plaintext passwords never stored
or audited; missing HQ_SECRET_KEY is a blocking problem. CLI:
npm run import:full -- --dir <folder> [--commit]. 7 new tests; suite
359 green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
P1: every repo, route, scheduler path and test now speaks one async DB
interface (all/get/run/exec/transaction). better-sqlite3 stays underneath
for dev/tests via SqliteDb (statement cache, manual BEGIN/SAVEPOINT
nesting); openDb stays sync so fixtures remain one-liners. Zero behavior
change: 346/346 tests, typecheck clean.
P2: migrations-pg.ts — numbered Postgres migration set (001-init: bigint
paise, integer flags, TEXT ISO dates, TEXT JSON; reminder CHECK born in
final widened form) + schema_migrations runner.
P3: db-pg.ts — pg Pool behind the same interface: ?->$n rewrite outside
string literals, transactions pinned to one pooled client via
AsyncLocalStorage with savepoint nesting, int8/numeric parsed to JS
numbers so paise math is identical on both engines.
Also: reminder upsert INSERT OR IGNORE -> ON CONFLICT DO NOTHING
(portable, same changes-count semantics).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Turnkey deployment for the AWS box: documented env vars, pm2/systemd run,
HTTPS reverse-proxy, nightly SQLite->S3 backup with rotation, and the Postgres
switch note. No secrets; unblocks go-live the moment the server/creds arrive.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Thomas Joise