Managers and superusers can cancel a PO from any state via a confirmation modal
that requires typing "cancel" and a mandatory reason. A cancelled PO becomes a
terminal CANCELLED state and drops out of every spend tracker/graph (those filter
on POST_APPROVAL_STATUSES / explicit whitelists, none of which include CANCELLED).
A cancelled PO may optionally be linked to the existing PO that supersedes it
(by PO number); the replacement shows the reciprocal "supersedes" link. No
vessel/account/vendor match is enforced and the link can be added any time.
Cancelled POs remain visible (greyed in history) and exportable, with a diagonal
"CANCELLED" watermark on both the PDF and XLSX exports.
- schema: POStatus CANCELLED; cancelledAt/cancellationReason; self-referential
supersededById relation; ActionType CANCELLED/SUPERSEDED (+ migration)
- state machine canCancel(); cancel_po permission (MANAGER + SUPERUSER)
- cancelPo / supersedePo server actions + PO_CANCELLED notification
- cancel modal + supersede form; cancelled banner with reciprocal links
- exhaustive CANCELLED entries in all status label/variant maps
- diagonal CANCELLED watermark embedded for PDF (CSS) and XLSX (image)
- integration tests (cancel from any state, reason/role guards, supersede)
Inventory reversal on cancel is deferred to #55 (inventory is feature-flagged off).
Closes#53
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
deploy.yml only triggers on v* tags; bare semver tags (0.2.0/0.2.1/0.2.2) silently
do not deploy. Clarify: push the v* tag specifically (not 'master --tags').
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Satisfies the contribution-policy test gate for the add/edit-page refactor.
Covers: createCompany returns the new id, code upper-casing, duplicate-code
rejection, updateCompany in-place edit, and manage_vessels_accounts gating.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Overhaul the manager dashboard "Total Approved Spend" stat card per the
reporter's request:
- Swap the DollarSign lucide icon for IndianRupee (rupee symbol).
- Render the amount in the Indian short scale (lakh/crore) via a new
`formatCompactINR` helper, e.g. ₹2 Cr, ₹49 L, ₹75 K, instead of the full
₹49,00,000.00.
`formatCompactINR` rounds to at most 2 decimals, trims trailing zeros, keeps
the ₹ prefix and sign. The DollarSign icon is retained for the Accounts
"Payment Queue Value" card; the precise `formatCurrency` is kept for tables.
Adds unit tests covering crore/lakh/thousand/sub-thousand, boundaries, zero,
string input, negatives and non-finite input.
Fixes#50
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The company form outgrew the modal once the branding (logo/stamp) section
was added. Add/edit now live on their own routes:
- /admin/companies/new
- /admin/companies/[id]/edit
- createCompany returns the new id and the create flow lands on the edit
page so logo/stamp can be uploaded immediately
- list "+ Add Company" is a link; row "Edit" navigates to the edit page
- branding is its own card on the edit page (independent uploads)
- list page no longer mints a presigned URL per company (moved to edit)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Companies can upload a logo and a stamp/seal (Admin → Companies → Edit →
Branding); both render on exported PDF and XLSX purchase orders. A fixed
brand-colour bar (#92D050, matching the sample PO) runs along the bottom of
every export.
- Company.logoKey / stampKey + migration
- buildCompanyAssetKey() deterministic storage keys (overwrite-in-place)
- uploadCompanyAsset / removeCompanyAsset server actions (≤4MB PNG/JPG/WebP,
manage_vessels_accounts gated)
- CompanyBrandingUploader in the company edit dialog with live previews
- Export route embeds logo (top-left), stamp (signatory block) and brand bar
in both ExcelJS and print-HTML paths
- Unit test (storage keys) + integration test (branding actions)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
New .forgejo/workflows/staging.yml rebuilds ppms-staging to latest master on every
merge (push to master) on the host runner, so staging always mirrors the trunk;
concurrency-coalesced + workflow_dispatch. Also drops --update-env from staging-up.sh
(and unsets FORGEJO_*) so the runner's ephemeral token can't leak into ppms-staging.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The PO line-items Unit of Measure dropdown only offered hr/day among
time-based units. Add week, month and year so durations beyond days can
be selected, as requested. UOM_OPTIONS is the single source of truth and
`unit` is validated as a free-form string, so no schema/validation change
is needed.
Fixes#44
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The deploy job runs inside the Forgejo Actions runner, whose env includes an
ephemeral FORGEJO_TOKEN (per-job token, revoked when the job ends). 'pm2 restart
--update-env' injected it into ppms, where it shadowed the real PAT in .env
(Next.js won't override an already-set process.env var) — so the Report Issue
button 401'd once the job token expired. Plain restart keeps the daemon's clean env.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Triage now writes CLAUDE_TRIAGE_TYPE.txt (bug|feature) and the watcher applies the
matching label to every triaged issue (additive). Previously bug/feature labels were
never applied by the pipeline. Also shows the type in the triage comment.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Report Issue button (older deployed build) stamps claude-queue at creation, so
triage skipped those issues and they went straight to auto-fix (e.g. #37, a large
localization feature that should be interactive).
Triage now claims a portal issue until it carries a new `triaged` marker (or is
in progress/done) — claude-queue is no longer a skip reason. On routing to
interactive it strips the stray claude-queue; on claude-queue it adds triaged.
Manual queue still works for NON-portal issues (triage never claims those).
Resilient regardless of which button build is deployed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
docs: retire Docs/ to the project wiki
The design, architecture, and test docs under Docs/ have been migrated to the
Forgejo wiki (the living reference). Remove them here and leave a tombstone
Docs/README.md mapping each old file to its wiki page.
Also gitignore the nested wiki working clone (pelagia-portal.wiki/), which is a
separate repo checked out beside this one.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
@
Green-lights the test suite so the PR checks can enforce it:
- Fix the NextAuth v5 auth() mock typing across all integration tests (cast to a
simple async fn so mockResolvedValue accepts the session) — clears ~86 errors.
- Fix stale test values: intent 'resubmit'->'submit' / 'save'->'draft'; ParsedImportLine
.description -> .name; approvepo -> approvePo; add missing beforeEach/beforeAll imports.
- permissions: MANAGER *can* process_payment (intentional since e1340b9) — update the
stale assertion.
- po-import-parser: skip the Sample_PO.xlsx fixture tests when the file is absent (it
lives outside the repo); synthetic-workbook tests still cover the parser.
type-check is now 0 errors and unit tests pass (167 passed, 13 skipped). pr-checks.yml
flips type-check (whole project) and unit tests to HARD gates.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
All changes now land via PR. New .forgejo/workflows/pr-checks.yml runs on every PR
to master and (1) fails code PRs that lack a test change, (2) blocks new app-code type
errors. Unit tests are advisory until the baseline is green; lint is omitted (it needs
an interactive ESLint migration). PR template carries the docs/tests checklist.
Also makes the autofix watcher require a test (issue-12 style) + doc updates in every
fix, so its PRs satisfy the new gate.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Reflects this iteration's domain/feature changes across the docs set:
- Cost centre = Vessel only (labelled 'Cost Centre'); costCentreRef/Site removed
- Companies (multi-company invoicing) on POs and exports
- 3-level 6-digit accounting-code hierarchy; leaf-only PO selection
- Structured PO numbers COMPANY/VESSEL/ID/FY (ids from 9000)
- Compulsory payment date; editable poDate; export date = approval date
- Submitter vendor creation (unverified until proven); verifyVendor
- Import PO -> CLOSED with auto vendor/product creation
- Inventory flag; inventory added at approval; partial pay/receipt states
- Microsoft Entra SSO (nullable passwordHash); profile reachable by all roles
- README: roles, domain concepts, db:seed:prod, migrate-before-serve callout
- CHANGELOG: Added/Changed/Fixed for the above
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- App/README.md: add FORGEJO_*/NEXT_PUBLIC_ENV_LABEL env vars and an
'Operations & Automation' section pointing to automation/README.md.
- App/CLAUDE.md: complete the env var list (AZURE_AD_*, FORGEJO_*, GST_SERVICE_URL,
NEXT_PUBLIC_ENV_LABEL) and note the prod-mirror test DB used by autofix/staging.
- .env.example: document NEXT_PUBLIC_ENV_LABEL.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The manager dashboard "Approved This Month" card only counted POs whose
current status is MGR_APPROVED, so approvals that had already moved on to
payment, delivery, or closure dropped out of the count. Managers could not
see what happened to the POs they approved this month.
- Count every PO whose `approvedAt` falls in the current month across all
post-approval statuses (MGR_APPROVED → ... → CLOSED). `approvedAt` is set
once at approval and persists, so it is the correct anchor.
- Introduce a shared `POST_APPROVAL_STATUSES` constant (includes the
previously-omitted PARTIALLY_CLOSED). This also fixes Total Approved Spend
and the vessel/monthly breakdowns, which were silently dropping
partially-received POs.
- Make the card a link into /history with an approval-date filter applied
(?approvedFrom=<startOfMonth>) so a click shows the full set with each PO's
current status, as requested.
- Add `approvedFrom`/`approvedTo` filtering to the history page, its filter
UI, and the reports export route so the deep-link and exports stay in sync.
Scope note: the count remains org-wide, consistent with every other card on
the manager dashboard.
Adds an integration test covering the moved-on case and the date window.
Fixes#32
- staging-up.sh binds the dev server to 127.0.0.1 (tunnel-only, no public access)
and sets NEXT_PUBLIC_ENV_LABEL so the 'INTERNAL DEV / STAGING - NOT PRODUCTION'
banner shows.
- staging-tunnel.cmd: Windows launcher that opens the SSH tunnel + browser
(wired to a desktop shortcut).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Renders a thin fixed banner only when NEXT_PUBLIC_ENV_LABEL is set; production
leaves it unset so nothing shows. Used to mark the staging instance.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The PO history page previously allowed only a single status filter. This
enhances it to accept multiple statuses that are OR-ed together (e.g.
Closed + Approved shows all POs in either state), as requested.
- Status filter is now a multi-select checkbox dropdown that serialises
selections as repeated `status` query params.
- History page and the reports export endpoint read all `status` values
and query with `status: { in: [...] }` (OR semantics).
- Single-status and no-status cases remain unchanged.
Verified OR-query semantics against the test DB and confirmed both routes
compile and respond. type-check passes for the changed files.
Fixes#31
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The test DB mirrors prod, which can be behind master, so the latest code 500s on
columns prod doesn't have yet (e.g. poDate from the optional-PO-date feature).
- staging-up.sh runs prisma migrate deploy after install.
- refresh-test-db.sh re-applies master migrations after each nightly data copy,
so the running staging/autofix DB stays at the schema of the code under test.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Brings up pm2 'ppms-staging' on port 3200 from the latest master, against the
prod-mirror test DB in safe dev mode. Re-run to refresh to newer master.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- automation/refresh-test-db.sh: daily pg_dump of prod (pelagia) into a throwaway
mirror (pelagia_test) on pms1; cron at 03:30. ~10MB, refresh ~1s.
- Autofix clone ~/pelagia-autofix/App/.env points DATABASE_URL at pelagia_test in
safe dev mode (no Resend/SSO secrets -> console email, local storage), port 3100.
- Fix prompt: Claude may run integration tests against the test DB and start a dev
server on port 3100 ONLY; stop it by port (fuser -k 3100/tcp), never broad pkill
(production also runs a next-server on 3000).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
All PO attachments are stored as PODocument rows whose lifecycle stage
(submission vs delivery) is encoded in the storageKey prefix. The PO
details screen previously listed them in a single flat "Attachments"
block, giving no indication of which were submission documents (invoice,
quotation) versus delivery receipts.
Add lib/attachments.ts to derive a user-facing group from the storageKey
prefix (submission / payment / delivery / other) and render each
non-empty group as a labelled subsection on the PO details screen, in
lifecycle order. Unknown prefixes fall back to an "Other" group so
nothing is ever hidden.
Fixes#10
- automation/claude-issue-watcher.sh: Linux port of the watcher (curl + jq +
flock). Same triage + fix phases. On Linux the PS 5.1 encoding/array quirks
don't apply, so it's simpler.
- Auth preflight: no-ops until Claude Code is signed in on the host (or an
ANTHROPIC_API_KEY is set), so cron can be enabled before sign-in.
- Runs on pms1 under cron every 10 min; Windows scheduled task is disabled so the
two machines don't race the Forgejo queue.
- .gitattributes pins *.sh to LF.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Portal issues now file with only the 'portal' label. The watcher runs two phases:
1. Triage — Claude reads each untriaged 'portal' issue (analysis only), posts a
requirements-breakdown comment, and routes it to 'claude-queue' (auto-fixable)
or 'interactive' (needs human steering).
2. Fix — unchanged; processes 'claude-queue' issues into PRs.
The triage breakdown is posted without the bot marker so the fix stage reads it
back as refined requirements.
PS 5.1 fixes found while validating:
- Send API bodies as UTF-8 bytes (Invoke-RestMethod mangled non-ASCII, e.g. the
em-dash in Claude's breakdown, so Forgejo rejected the JSON)
- Build the labels array body by hand (ConvertTo-Json unwraps a single-element
array to a scalar, which Forgejo rejects)
- Triage output via two plain files (label + markdown) instead of one JSON blob
(embedded-newline markdown broke ConvertFrom-Json)
- Read triage files as UTF-8; additive label POST + a guard so Set-IssueLabels
can never wipe an issue's labels
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
