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feat/client-detail-redesign
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Thomas Joise f30532b7d1 feat(import): APEX cutover web UI — stage/verify/commit over the existing importer (Phase 7, D18 WS-B) 
- POST /import/stage (CSV text), GET /import/status (report + first-50 problem
  rows with honest totals), POST /import/commit — all owner-only, audited;
  commit still refuses while ANY staged row carries problems (existing guard)
- /import page (ADMIN nav, owner-only): file pickers → problem tables →
  verification stats (incl. invoice-value cross-check) → confirm-gated Commit;
  re-stage freely, series seeding message surfaced
- 2 route tests (403s for staff; bad→refuse→clean→commit round-trip incl.
  series seeding past legacy numbers); suite 344 green

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
 		5 days ago
..
fixtures feat(hq): seed + apex csv importer with verification and series seeding (HQ-1 task 13) 2 weeks ago
amc.test.ts feat(hq): amc contracts with renewal invoice and derived paid state 2 weeks ago
auth.test.ts feat(hq): staff auth with sessions and owner gate (HQ-1 task 3) 2 weeks ago
aws-costs.test.ts feat(hq): aws cost explorer ingestion — sigv4 signer and monthly tag-grouped pull 2 weeks ago
aws-pull-route.test.ts feat(hq): schedule monthly aws cost pull and owner-gated manual pull route 2 weeks ago
aws-repo.test.ts feat(hq): aws usage repo — upsert/list, cross-client cost ranking, routes 2 weeks ago
bounces.test.ts feat(hq): mailbox bounce detection with email_bounced reminders 2 weeks ago
client-modules.test.ts feat(hq): client-module lifecycle tracking (HQ-1 task 6) 2 weeks ago
client-owner.test.ts feat(clients): account-owner plumbing — client.owner_id, audited owner route, role gate 5 days ago
client-support.test.ts feat(clients): support-access data — AnyDesk/OS, district+sector filters, encrypted DB password with audited reveal (Phase 6, D18 WS-F) 5 days ago
clients.test.ts feat(hq): client registry with GSTIN validation (HQ-1 task 4) 2 weeks ago
convert-and-send.test.ts feat(documents): paginated register with honest total + Documents page (Phase 2, WS-D) 5 days ago
dashboard.test.ts feat(shell): sidebar collapse + My Day dashboard (Phase 5, D18 WS-E) 5 days ago
db.test.ts feat(hq): sqlite schema + audit log (HQ-1 task 2) 2 weeks ago
documents-page.test.ts feat(documents): paginated register with honest total + Documents page (Phase 2, WS-D) 5 days ago
documents.test.ts fix(funnel): review fixes — stop-chase on convert/cancel/lost, scoped ?status=, send guards, F3/F4 convert hardening 5 days ago
due-dates.test.ts feat(documents): paginated register with honest total + Documents page (Phase 2, WS-D) 5 days ago
e2e.test.ts feat(hq): server assembly, build script and e2e smoke (HQ-1 task 14) 2 weeks ago
employees-routes.test.ts fix(employees): purge sessions on password reset; reject empty patches and duplicate emails cleanly 5 days ago
employees.test.ts fix(employees): purge sessions on password reset; reject empty patches and duplicate emails cleanly 5 days ago
gmail-connect.test.ts feat(hq): one-time gmail oauth connect script (HQ-1 task 12) 2 weeks ago
gmail.test.ts feat(hq): gmail send with token-death handling and email log (HQ-1 task 11) 2 weeks ago
health.test.ts feat(hq): app skeleton with health endpoint (HQ-1 task 1) 2 weeks ago
hq2-schema.test.ts feat(hq): hq-2 schema — recurring/amc/interaction/reminder tables + bounce column + seeds 2 weeks ago
hq3-schema.test.ts feat(hq): hq-3a schema — aws_usage table (per client per month) 2 weeks ago
import-routes.test.ts feat(import): APEX cutover web UI — stage/verify/commit over the existing importer (Phase 7, D18 WS-B) 5 days ago
import.test.ts feat(hq): seed + apex csv importer with verification and series seeding (HQ-1 task 13) 2 weeks ago
interactions.test.ts feat(hq): interaction log with types, follow-ups and routes 2 weeks ago
isolation.test.ts feat(hq): HQ-1.5 — module quote content, pack pick-lists, bundle isolation check 2 weeks ago
module-roster.test.ts feat(modules): roster full-edit + assign/unassign; one-click Convert & send on the documents register (Phase 8, D18 WS-G) 5 days ago
modules.test.ts feat(hq): HQ-1.5 — module quote content, pack pick-lists, bundle isolation check 2 weeks ago
payments.test.ts feat(hq): payments with allocation, TDS and advances (HQ-1 task 9) 2 weeks ago
pdf-download.test.ts feat(hq): attachment download filename on GET /documents/:id/pdf?download=1 1 week ago
pipeline.test.ts fix(funnel): review fixes — stop-chase on convert/cancel/lost, scoped ?status=, send guards, F3/F4 convert hardening 5 days ago
prepare-draft.test.ts feat(hq): extract pure prepareDraft from createDraft (permissive preview path) 1 week ago
preview-fidelity.test.ts test(hq): golden fidelity — preview HTML byte-identical to the PDF's HTML 1 week ago
preview-route.test.ts feat(hq): POST /documents/preview — permissive live preview, persists nothing 1 week ago
preview-sample.test.ts feat(hq): screen paper styles + documentHtmlSample + POST /previews/sample 1 week ago
profile-me.test.ts feat(employees): self-service profile + change-own-password; phone/title fields (Phase 4, D18 WS-E) 5 days ago
public-share.test.ts feat(hq): public GET /share/:token document view route 1 week ago
quote-followup.test.ts fix(funnel): review fixes — stop-chase on convert/cancel/lost, scoped ?status=, send guards, F3/F4 convert hardening 5 days ago
receipt.test.ts feat(hq): payment receipts — own RCT/ series, zero-GST acknowledgment PDF 2 weeks ago
recurring.test.ts feat(hq): recurring plan repo and owner-gated routes 2 weeks ago
reminder-preview.test.ts feat(hq): GET /reminders/:id/preview — exact email via shared reminderContext 1 week ago
reminder-schedule.test.ts fix(reminders): deterministic tie-break in resolveSchedule on equal effective_from 5 days ago
reminders-page.test.ts feat(hq-web): standalone Reminders page (go-live WS-C, phase 3) 5 days ago
reminders.test.ts feat(reminders): escalating quote follow-up (Phase 6, spec §7) 5 days ago
reports.test.ts feat(hq): reports — dues aging, module revenue, client profitability with margin 2 weeks ago
scheduler-recurring.test.ts feat(documents): paginated register with honest total + Documents page (Phase 2, WS-D) 5 days ago
scheduler-scan.test.ts feat(documents): invoice due dates — terms default + override, honest overdue chase (Phase 1, D18) 5 days ago
send-reminder.test.ts feat(hq): reminder email send reusing gmail, plus manual-queue routes 2 weeks ago
series.test.ts feat(hq): seedable per-FY document series (HQ-1 task 7) 2 weeks ago
settings-company.test.ts feat(hq): company profile settings — owner-gated GET/PUT, audited 2 weeks ago
settings-reminders.test.ts fix(settings): validate whole reminders PUT body before writing any setting 5 days ago
settings-sharing.test.ts feat(settings): configurable default share-link expiry (owner, audited) 5 days ago
settings-template.test.ts feat(hq): GET/PUT /settings/template + logo upload (owner-gated, audited) 1 week ago
shares.test.ts feat(hq): shareable document link backend (mint/validate/revoke/list) 1 week ago
template-accent.test.ts feat(hq): beautify document template — "Slate Ledger" visual system + template.accent 1 week ago
template-render.test.ts feat(hq): render editable template.* letterhead fields with default fallback 1 week ago
templates.test.ts feat(templates): section-per-module quotation PDF (Phase 9, D18 WS-H) 5 days ago