Previously a PO's free-text line items only became reusable catalogue products
(/inventory/items) on full payment (markPaid → syncProductCatalog). An approved-
but-unpaid PO's items weren't selectable for further POs yet.
- extract syncProductCatalog into lib/product-catalog.ts (shared).
- call it from approvePo so approved items are immediately catalogued (create
product by name if unknown, link the line item, upsert last/per-vendor price);
payment still re-syncs to refresh prices. Idempotent.
- test: approving a PO with a free-text line creates + links the product and
records the per-vendor price.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Mirrors the Place-of-Delivery (#19) pattern: an admin clause library that feeds
the PO T&C fields as dropdowns. (No "work order" type — POs only, per steer.)
- schema + migration: TermsCondition (category enum + text + isActive); the
migration seeds the prior TC_DEFAULTS as the starting clauses.
- permission manage_terms (Manager + SuperUser + Admin).
- admin screen /admin/terms: table + Add/Edit dialogs + activate/deactivate +
delete (mirrors /admin/delivery-locations); sidebar link under Administration.
- PO forms (new / edit / manager-edit): the five named T&C slots (Delivery /
Dispatch / Inspection / Transit Insurance / Payment Terms) become a shared
<TermsField> select sourced from active clauses of that category; "Others"
stays free text; the fixed boilerplate lines are untouched.
- tc* columns stay free-text SNAPSHOTS (export/import unchanged); a current value
not among active clauses is preserved as a "(current)" option.
- tests: terms CRUD + permission guard + grouping helper (6).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds an "Email to vendor" button on the PO detail (available once approved,
through CLOSED, and again after payment) that opens an Outlook draft addressed
to the vendor's primary contact with a time-limited PDF download link.
Since mailto: can't attach files, the PDF is rendered and stored, and the draft
carries a link (the approach chosen for this issue):
- PdfService/: new standalone Express + Playwright microservice (GstService/
EpfoService pattern) — POST /pdf { url } renders a page to a real PDF via
headless Chromium. SSRF-guarded (shared token + optional origin allowlist).
- export route: accepts a server-only `svc` token (PDF_SERVICE_TOKEN) so
PdfService can fetch /api/po/[id]/export?format=pdf without a user session;
`pdf=1` drops the print button + window.print() auto-trigger.
- lib/pdf-service.ts renderPoPdf(); prepareVendorEmail() server action renders →
uploads to R2 (po-pdf/…) → presigns a 7-day link → returns a mailto draft.
- po-detail: EmailVendorButton, shown when approved + vendor has a contact email.
- Gated by PDF_SERVICE_URL/PDF_SERVICE_TOKEN; friendly error if unconfigured.
- No DB model/migration. Tests: prepareVendorEmail (6, PdfService/storage mocked).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Replaces the free-text "Place of Delivery" with a dropdown sourced from a new
admin-managed Delivery Locations list (each = a Company FK + free-text address).
- schema + migration: new DeliveryLocation model (companyId, address, isActive).
- permission: manage_delivery_locations granted to Manager + SuperUser + Admin
(Manager-accessible, not admin-only, per the issue).
- admin screen /admin/delivery-locations: table + Add/Edit dialogs +
activate/deactivate + delete (mirrors /admin/sites); sidebar link under
Administration for Manager/SuperUser/Admin.
- PO forms (new / edit / manager-edit): shared <DeliveryLocationField> native
select populated from active locations, formatted "Company — address".
- PurchaseOrder.placeOfDelivery stays a free-text SNAPSHOT (no FK) — the dropdown
only changes how the value is picked, so export/import/historical POs are
unchanged, and an edit preserves a current value not in the list as a
"(current)" option. Deleting a location is therefore always safe.
- tests: delivery-location CRUD + permission guard (6).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The approving Manager decides how much of the PO is paid first, via a
0–100% slider on the approval card (default 100% = full). The slider is
convenience only — the resolved ABSOLUTE amount is stored on
PurchaseOrder.suggestedAdvancePayment (Decimal(12,2), nullable).
- schema + migration: add suggestedAdvancePayment (null = no explicit
advance ⇒ full payment, preserves legacy behaviour).
- approvePo(): accepts the amount, clamps to [0, totalAmount], persists
it, records it on the APPROVED audit row. Set once at approval; never
edited afterwards.
- approval-actions.tsx: whole-percent slider showing the resolved ₹
amount + remaining balance; value sent with Approve / Approve-with-Remarks.
- Accounts surface: payment queue + PO detail show the advance; it
prefills the FIRST payment amount (only when nothing is paid yet and
it is a true partial). Balance runs the normal PARTIALLY_PAID loop.
- Not shown on the exported PO/invoice (po-export-layout untouched).
- Tests: persist + audit metadata + clamp-to-total.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Rank held applies to every candidate, not just ex-hands; it auto-updates
for returning crew on sign-off. Ex-hand designation is decoupled from the
Source dropdown and owned by the office:
- Candidate form: drop the EX_HAND source option, relabel "Rank held
(ex-hands)" to "Rank held". addCandidate always intakes NEW/CANDIDATE
(ex-hand recognition still reuses an existing EX_HAND row); updateCandidate
no longer rewrites type/status, so an admin-set EX_HAND or onboarded
EMPLOYEE is never clobbered by a candidate edit.
- Admin crew form: the type NEW/EX_HAND select becomes an "Ex-hand
(returning crew)" checkbox -- the only place ex-hand is tagged.
- List/detail ex-hand indicators key on type === EX_HAND (not source).
- Sign-off preserves the original recruitment source when flipping to EX_HAND.
- Tests seed EX_HAND rows directly; assert candidate intake stays NEW.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Extract EpfoService's pure stub + validation logic into a dependency-free
module (EpfoService/src/stub.ts); index.ts now uses it in its stub branches so
the tested logic IS the production stub behaviour.
- epfo.test.ts (App integration): the deterministic stub contract
(OTP 000000 → matched, UAN/OTP validation, session expiry) and the Next proxy
routes' verify_bank_epf gate — 401 unauthenticated, 403 for the MPO, Accounts
passes through to a mocked upstream, body validated before the upstream call.
No EPFO_LIVE, no running service.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- A3 AC2: each requisition row shows its candidate count (sourced via
_count.applications in the list query) alongside the existing days-open age.
- A3 AC1: add rank and reason filters (derived from the visible data, like the
existing vessel/site filter) on top of search + status + location.
requisitions.test.ts asserts the per-row candidateCount (2 vs 0) the page exposes.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- AC1: addCandidate recognizes a returning hand re-entered as a fresh candidate
— matched to their existing EX_HAND pool record by email (preferred) or exact
name — and reuses that row instead of creating a duplicate, preserving tour
history/documents/bank. Audited CANDIDATE_UPDATED { exHandRecognized: true }.
- AC2: the Candidates list sorts ex-hands above new candidates by default
(stable, preserving createdAt order within each group).
- AC3: the candidate detail "Returning crew" callout now renders the matched
member's actual tour history (ExperienceRecord) and documents on file.
candidates.test.ts covers email/name recognition, the no-match path, and the
ex-hand-first page ordering.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Audit-trail & transaction consistency (spec §11 "one transition, one row"):
- Action types: returnSalary/returnSelection/declineInterviewWaiver no longer
mislabel a backward decision as its forward action. New CrewActionType members
SALARY_RETURNED / SELECTION_RETURNED / WAIVER_DECLINED; added RECORD_DELETED;
dropped the unused GATE_FAILED (migration recreates the enum).
- Deletions are audited: deleteDocument / deleteNextOfKin now write a
RECORD_DELETED CrewAction (PII removals are traceable).
- Atomicity: autoRaiseRequisition takes an optional tx so the leave-clash and
sign-off backfills are created INSIDE the approval/sign-off transaction; the
office notification (notifyAutoRaised) fires after commit. An approved leave or
a sign-off can no longer commit without its backfill requisition.
Tests assert the corrected action types (crewing-gates, crew-records) and the
existing clash/sign-off suites still pass with the in-transaction backfill.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- C5 (Epic C5 AC1): advanceStage("verify_competency") now requires ≥1
ReferenceCheck before leaving COMPETENCY_AND_REFERENCES.
- C3 (Epic C3 AC1): verifyDocuments blocks advancement when a mandatory document
for the seat's rank that the candidate holds is expired. Missing-document
presence stays enforced post-onboarding in the verification queue (seafarer
docs aren't collected pre-onboarding) — documented inline + in wiki Tech-Debt.
- C4 (experience): deferred with an inline note (Requisition has no
min-experience field yet — Epic A2 AC1).
applications.test.ts: reference-gate block/pass and expired-required-doc
block/renew-pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- D1: require a Manager-approved SalaryStructure before onboarding; a SELECTED
application with none is now blocked instead of silently binding zero salary
rows.
- D3 AC2: the CREW_ONBOARDED CrewAction records the created IDs
(assignmentId, employeeId, salaryStructureId) in metadata.
- Atomicity: the contract letter is uploaded before the transaction and its row
is created INSIDE it, so onboarding is one atomic write (no half-onboarded
crew member without a contract on failure).
onboarding.test.ts asserts the metadata and the new D1 block (no assignment, the
candidate stays a CANDIDATE).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The crew profile page passed SeafarerDocument.number to the client unmasked for
all roles and all doc types, exposing full Aadhaar/PAN identity numbers to MPO /
Manager / Site staff — contradicting the field's PII annotation and §6 /
Roles-and-Permissions §3 (Aadhaar/PAN are gated to Accounts/SuperUser, same as
the bank account number).
- crew-pii.ts: add documentNumberValue(number, docType, role) — masks AADHAAR /
PAN for non-privileged roles via the existing canViewFullBankEpf gate +
maskTail; non-identity docs (passport, CDC, STCW…) pass through; preserves the
string|null contract.
- crew/[id]/page.tsx: mask the number server-side before it crosses to the client.
- Tests: unit cases for the helper; an integration test that invokes the server
component and asserts the documents prop is masked for MANAGER/SITE_STAFF/MPO
and full for ACCOUNTS/SUPERUSER.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds two integration suites covering reconciliation rulings that the existing
crewing tests left on the happy path only:
- leave-clash.test.ts (R6/A5, §5.3): the cover-subtraction and date-overlap
paths in leaveCausesClash — a same-rank crew already on an *overlapping*
approved leave is not available cover (auto-raises), a non-overlapping leave
still counts (no raise), different-rank crew never count, and a configured
minStrength still met after the leave does not raise.
- crewing-gates.test.ts: salary/selection *returns* are Manager-only and
audited (R8); an interview waiver can never reach a NEW candidate by any path,
incl. the Manager (R2); bank reject requires remarks; PPE / next-of-kin verify
gates are MPO-only with remarks on reject (R11/§8.11); and a SUBMITTED
appraisal cannot be Manager-approved without MPO verification (H3).
Full suite: 245 unit + 225 integration green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Scaffolds EPFO/UAN verification the same way GST works — a standalone Playwright
proxy microservice + an /api proxy + an assisted affordance that records the
result. Aadhaar stays manual (UIDAI-restricted). Stacks on the follow-ups branch.
Behind NEXT_PUBLIC_CREWING_ENABLED.
What's in
- EpfoService/ (new microservice, GstService pattern): Express + Playwright.
POST /otp {uan} → session + OTP request; POST /verify {sessionId,uan,otp} →
member record; GET /health. EPFO is OTP-gated (no anonymous captcha lookup like
GST), so the handshake is two steps. Live portal navigation is gated behind
EPFO_LIVE (default STUB: OTP 000000 → matched) until real selectors/OTP are
validated. README documents the differences + that Aadhaar is out of scope.
- App: /api/epfo/otp + /api/epfo proxies (gated by verify_bank_epf) to
EPFO_SERVICE_URL. EpfDetail += epfoMemberName + epfoCheckedAt (migration
crewing_epfo_check). recordEpfoCheck action persists the EPFO result + audit.
- UI: an "EPFO check" affordance on the verification EPF rows — request OTP →
enter OTP → matched member → record. Aadhaar noted as manual-only.
Tests & docs
- Integration: verification.test.ts gains recordEpfoCheck (records name+timestamp,
Accounts-only gating). type-check clean; full unit (245) + integration (213)
green (RESEND_API_KEY unset).
- .env.example (EPFO_SERVICE_URL/EPFO_LIVE), CLAUDE.md, EpfoService/README.
Note: the EpfoService live portal selectors/OTP are stubbed and must be validated
against a real EPFO session before enabling EPFO_LIVE.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Clears the self-contained deferrals tracked across phases. Stacks on 5b appraisal.
Behind NEXT_PUBLIC_CREWING_ENABLED.
- SITE_STAFF login on onboard/placement (Epic D follow-up): lib/crew-login.ts
maybeCreateSiteStaffLogin creates a passwordless SITE_STAFF User (sharing the
CRW- employee no., siteId = the assignment's site) when a grantsLogin rank is
onboarded (onboardCandidate) or placed (placeCrew) and the crew member has an
email. No-op otherwise.
- Own-site scoping (Epic E follow-up, §8.7): User.siteId added (migration
crewing_followups); the Crew directory filters a SITE_STAFF user with a home site
to crew whose active assignment is at that site (graceful when unset). The link is
set at login creation.
- PPE / next-of-kin verify gates (Epic F/I follow-up): PpeIssue/NextOfKin gained
verificationStatus + verifiedById; verifyPpe / verifyNextOfKin (verify_site_records,
MPO) + queue sections in /crewing/verification.
Tests & docs
- Integration: crewing-followups.test.ts (6) — login created/skipped by rank+email
(+ siteId set), PPE/NoK verify + reject-reason + already-decided guard + gating.
type-check clean; full unit (245) + integration (211) green (RESEND_API_KEY unset).
- CLAUDE.md updated.
Part of Epic D (#78), Epic E (#79), Epic F (#80), Epic I (#83).
Still deferred (not self-contained): public careers API (A2); Pay-status pay rows (Phase 6).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Final slice of Phase 4 (the Epic K piece deferred from Phase 2). Ends a tour of
duty and returns the crew member to the candidate pool as an ex-hand. Per
Crewing-Implementation-Spec §5.3. Behind NEXT_PUBLIC_CREWING_ENABLED.
What's in
- Schema: CrewActionType += CREW_SIGNED_OFF (migration crewing_signoff).
- signOffCrew(assignmentId, date, remarks) (crewing/crew/actions.ts, sign_off_crew):
one transaction — assignment → SIGNED_OFF (+ signOffDate); append an internal
ExperienceRecord (rank, on/off dates, computed durationMonths); flip the SAME
CrewMember EMPLOYEE → EX_HAND (type/source EX_HAND), so they reappear in
Candidates as a returning hand; CrewAction CREW_SIGNED_OFF; then auto-raise a
SIGN_OFF backfill requisition via autoRaiseRequisition.
- Screen: a "Sign off" button on the crew-profile header (sign_off_crew holders —
site staff / MPO / Manager); on success redirects to the Crew directory.
Tests & docs
- Integration: signoff.test.ts (3) — SIGNED_OFF + experience + EX_HAND + SIGN_OFF
backfill, already-signed-off guard, permission gating. type-check clean; full
unit (241) + integration (195) green.
- CLAUDE.md updated — completes Phase 4 (E/F/G + K).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Office/admin crewing-management surface behind a new manage_crew permission
(Manager + SuperUser + Admin). Stacks on 4b. Behind NEXT_PUBLIC_CREWING_ENABLED.
What's in
- Permission: manage_crew added to the §6 matrix (MGR/SU/ADMIN).
- Direct placement (placeCrew): a Manager assigns a crew member to a vessel/site
WITHOUT a requisition — creates an ACTIVE CrewAssignment, promotes a candidate to
EMPLOYEE with a CRW- number (generateEmployeeId), blocked if already actively
assigned.
- Admin crew CRUD: createCrewMember / updateCrewMember / deleteCrewMember (delete
blocked when assignments/applications exist).
- Crew strength config: upsert/delete VesselRankRequirement (the minStrength that
drives R6 leave-clash detection).
- Screens under Administration (flag-gated, MGR/SU/ADMIN): /admin/crew (list + add/
edit/delete + Place modal) and /admin/crew-strength (requirement table + form).
Tests & docs
- Unit: permissions-crewing.test.ts gains a manage_crew check. Integration:
crewing-admin.test.ts (9) — CRUD, delete guard, direct placement (+promotion,
+active-assignment guard), strength upsert/delete, manage_crew gating.
type-check clean; full unit (241) + integration (192) green.
- CLAUDE.md updated with the crewing-admin surface.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Replace the implicit "strength = 1" clash rule with a configurable per-vessel,
per-rank requirement (director decision). Adds VesselRankRequirement
{vesselId, rankId, minStrength} (migration crewing_vessel_rank_requirement) and
reworks lib/leave-clash.ts → leaveCausesClash: a leave approval clashes when the
remaining active same-rank cover over the window would fall below minStrength
(default 1 when unconfigured), auto-raising a LEAVE requisition. The requirement
is managed by the office (manage_crew, admin UI in the follow-up).
- Integration: leave-attendance.test.ts gains a configured-strength case
(minStrength 2, one remaining → clash). Full unit (240) + integration (183) green.
- CLAUDE.md updated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Second slice of Phase 4 (stacked on 4a crew records). Leave (site-applied,
Manager-decided) with clash auto-backfill, and the daily attendance calendar,
per Crewing-Implementation-Spec §5.3/§8.9–8.10. Behind NEXT_PUBLIC_CREWING_ENABLED.
What's in
- Schema (crewing_leave_attendance migration): LeaveRequest (LeaveType,
LeaveStatus) + Attendance (AttendanceStatus, unique per assignment+date) on
CrewAssignment; CrewActionType += LEAVE_APPLIED/LEAVE_DECIDED/ATTENDANCE_RECORDED.
- Leave (R1): site staff apply on behalf (apply_leave); Manager decides
(decide_leave) → assignment ON_LEAVE; MPO has no leave role. Leave approvals also
surface in the central /approvals queue (§8.13 Leave kind). Notification
LEAVE_FOR_APPROVAL.
- Clash auto-backfill (R6): lib/leave-clash.ts, required strength = 1 — approving a
leave that leaves the vessel with zero active same-rank cover auto-raises a LEAVE
requisition via the Phase-2 autoRaiseRequisition.
- Attendance (R5): daily month calendar; site staff record (record_attendance),
Manager views (view_attendance) but cannot edit, MPO neither. saveAttendance
bulk-upserts dirty cells.
- Screens: /crewing/leave (apply-on-behalf + Manager Approve/Decline) and
/crewing/attendance (tap-to-cycle calendar + Save). Leave + Attendance added to
the flag-gated nav (Manager + Site staff).
Tests & docs
- Integration: leave-attendance.test.ts (7) — apply/decide, clash auto-raise (and
no-raise when cover remains), MPO/Manager attendance lockout, permission gating.
type-check clean; full unit (240) + integration (182) green.
- CLAUDE.md updated with the Phase 4b surface.
Deferred: the 6-month leave-planner timeline (lightweight list for now); hours/
overtime attendance (A7).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
First slice of Phase 4 (stacked on 3c onboarding). The Crew directory and tabbed
crew profile with documents, bank/EPF (role-masked), next of kin, PPE and
experience, per Crewing-Implementation-Spec §8.7–8.8. Behind
NEXT_PUBLIC_CREWING_ENABLED; production unchanged.
What's in
- Schema (crewing_crew_records migration): SeafarerDocument, NextOfKin
(isEmergency), ExperienceRecord, PpeIssue (PpeItem enum) — all on CrewMember;
CrewActionType += DOCUMENT_UPLOADED/RECORD_UPDATED/PPE_ISSUED/PPE_RETURNED/
EXPERIENCE_ADDED.
- PII masking (lib/crew-pii.ts, §6/§8.8): bank account + Aadhaar full only for
Accounts/SuperUser, masked otherwise; salary hidden from site staff. Applied
server-side before crossing to the client.
- Actions (crewing/crew/actions.ts): uploadDocument/deleteDocument, saveBankEpf,
addNextOfKin/deleteNextOfKin, issuePpe/returnPpe, addExperience — guarded by
upload_crew_records / issue_ppe, each writes a CrewAction.
- Screens: /crewing/crew (directory, search + vessel filter, ex-hands excluded)
and /crewing/crew/[id] (tabbed profile: Documents · Bank & EPF · Next of kin ·
PPE · Experience · Pay status). Crew added to the flag-gated nav (MGR/MPO/Site/
Accounts).
Tests & docs
- Unit: crew-pii.test.ts (6). Integration: crew-records.test.ts (7) — documents,
bank/EPF upsert, NoK, PPE issue/return, experience + permission gating.
type-check clean; full unit (240) + integration (175) green.
- CLAUDE.md updated with the Phase 4a surface.
Deferred: site-staff own-site scoping (needs a User↔Site link); the records verify
queue (§8.11, Phase 5); Pay-status shows the salary structure only until payroll
(Phase 6).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
First slice of Phase 3 (Epics B/C/D shipped as stacked sub-PRs). Adds the
CrewMember talent-pool spine and the Candidates screens. Behind
NEXT_PUBLIC_CREWING_ENABLED; production unchanged. Stacks on the requisitions
branch (Phase 2).
What's in
- Schema (crewing_candidates migration): CrewMember (spine) + CrewStatus,
CandidateType, CandidateSource enums; CrewAction gains a nullable crewMemberId;
CrewActionType += CANDIDATE_ADDED/UPDATED. employeeId is assigned at onboarding
(3c), so it's nullable here.
- Actions (crewing/candidates/actions.ts): addCandidate / updateCandidate —
guard flag + manage_candidates, write a CrewAction, optional CV upload via
buildStorageKey("cv", …) + uploadBuffer (no parsing — A2 deferred). EX_HAND
source ⇒ type/status EX_HAND; edits never downgrade an EMPLOYEE.
- Screens: /crewing/candidates (master list with search/source/rank-applied/
min-experience filters as removable chips + match count + Clear all; Add-candidate
modal) and /crewing/candidates/[id] (profile; pipeline stepper is 3b). Candidates
added to the flag-gated Crewing nav (Manager + MPO).
Tests & docs
- Integration: candidates.test.ts (7) — add/update, ex-hand derivation, employee
no-downgrade, permission gating. type-check clean; full unit (225) + integration
(153) suites green.
- CLAUDE.md "Crewing" section updated with the Phase 3a surface.
Deferred: public careers intake API (A2, §13 open question); CV parsing.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Second slice of the Crewing module per wiki Crewing-Implementation-Spec §12
(build order item 2). Everything stays behind NEXT_PUBLIC_CREWING_ENABLED;
production is unchanged. Schema is added incrementally — this lands the
requisition lifecycle layer.
What's in
- Schema: Requisition (OPEN→SHORTLISTING→PROPOSING→INTERVIEWING→SELECTED→FILLED,
→CANCELLED), ReliefRequest, CrewAction (the POAction mirror) + their enums.
Migration crewing_requisitions.
- State machine: lib/requisition-state-machine.ts mirrors po-state-machine
(selection Manager-only; orthogonal cancel from OPEN/SHORTLISTING by
cancel_requisition holders, §6). Codes REQ-9000… via lib/requisition-number.ts.
- Actions: raise/cancel/transition + requestReliefCover/convertReliefToRequisition,
each guarding flag+permission+state, writing a CrewAction and notifying. Shared
autoRaiseRequisition() (lib/requisition-service.ts) is the backfill entry point
for sign-off / leave-clash (later phases).
- Notifier: notifyCrew() PO-independent path + CrewNotificationEvent.
- Screens: /crewing/requisitions (list + Raise modal + relief convert) and
/crewing/requisitions/[id] (detail). Requisitions added to the flag-gated
Crewing sidebar (Manager + MPO, §7).
Tests & docs
- Unit: requisition-state-machine.test.ts (11).
- Integration: requisitions.test.ts (15) — raise/cancel/transition, relief
request + convert, auto-raise, permission gating.
- CLAUDE.md "Crewing" section updated with the Phase 2 surface.
Deferred: sign-off/experience (Epic K, §12 item 2) depends on the crew/assignment
models from Phase 3/4; autoRaiseRequisition() is ready for it.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
- resubmit: updatePo distinguishes intent "resubmit" (from EDITS_REQUESTED)
from "submit" (from DRAFT); test now sends "resubmit" (makePoForm widened).
- payment: MANAGER now holds process_payment, so the "wrong permission"
negative test uses TECHNICAL (which lacks it).
- vendor: provideVendorId rejects on a missing vendorId *code*; seeded
unverified vendors carry codes, so create a genuinely code-less vendor.
Full integration suite: 108/108 passing.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The integration suite had rotted against the app. Systematic fixes:
- seed refs: MV Ocean Pride/Sea Breeze/TECH-OPS → current seed entities
- helper appendLineItem set lineItems[i].description; createPo now keys on
lineItems[i].name → zero line items. Fixed to .name.
- vendor gating: lifecycle setups (approval/payment/receipt) now attach the
seeded verified vendor before approval.
- cleanup: POAction has no onDelete:Cascade, so deletePo(sByTitle) now removes
POAction rows before the PO.
- import-api: fixture committed to tests/fixtures/Sample_PO.xlsx (was an
absolute path to a non-existent dir).
- products-search: code search assertion .every → .some (search spans fields).
11 failures remain (behavioral drift — separate commit).
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>
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>
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>
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
Partial-receipt flows call confirmReceipt multiple times. The nested
`create` on the Receipt relation threw a unique-constraint error on the
second call when both confirmations supplied notes, preventing any
delivery from completing and blocking attachment uploads.
Changed to `upsert` so subsequent confirmations update the existing
Receipt row's notes instead of failing.
Adds integration tests covering full receipt, partial receipt, the
upsert scenario (two confirmations each with notes), and permission guards.
Fixes#9
Moves the ItemInventory upsert from confirmReceipt (CLOSED) to approvePo
(MGR_APPROVED) so site inventory is visible as soon as a purchase order
is manager-approved, without waiting for full closure.
- approvePo: fetch lineItems, upsert ItemInventory per site PO line item
that has a productId; revalidate the site admin path.
- confirmReceipt: remove the now-redundant inventory update block.
- Rename approvepo → approvePo for consistency (fixes import mismatch
in the existing integration test file).
- Add three integration test cases covering: site PO inventory increment,
line items without productId are skipped, vessel-only POs are untouched.
Fixes#7
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New PurchaseOrder.paymentDate field (migration 20260531000002)
- Backfill: existing POs use paidAt, else the earliest payment action date
- Accounts must enter a payment date with the payment reference
- Date input pre-selected to today, max=today (no future dates)
- Validated server-side (required + not in future) in processPaymentSchema
- paymentDate stored on both full and partial payments; paidAt set from it
- Shown on PO detail (Payment Date) and payment history (prefers paymentDate)
- Integration tests updated; added future-date rejection test
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
