Report was flagging every unbilled delivered version as "Not Invoiced"
for sub billing, even when a team member delivered it — team work is
billed to the client directly and is never sub-invoiced. Now traces
each version's actual deliverer and shows N/A when it's a team member,
regardless of who delivered earlier versions on the same task.
Also: SubcontractorInvoiceForm no longer masks fetch errors as "No
completed tasks available to invoice" — the real error now shows in
the Completed Tasks panel.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Clicking the dimmed area outside a modal (+Task, +Invoice, expense,
review, etc.) accidentally dismissed it and lost in-progress input.
Every popup already has an explicit Cancel/Close/✕ button, so the
backdrop click handler is removed; also drops the now-dead
onClose/blockClose prop plumbing that only existed to support it.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Rename in 91045a1 was only partially reverted by later commits, leaving
~20 UI spots calling the project entity "Client" while table headers
already said "Project". Reverted all of them plus the /clients/:id
route (now /projects/:id canonical again, nothing was live yet).
Also: stop tracking .env.backfill (had a live admin password/token
committed - rotate those credentials), remove stale pre-redesign
layout.md superseded by REDESIGN-LAYOUT2.md.
Draft invoices and orphaned invoice line items (invoice deleted → null)
no longer count as Invoiced on the billing report, matching what the
Finances page shows as issued. Not-invoiced/invoiced/paid buckets still
sum to total version rows. No-op on current data (no drafts/orphans);
guards future drafts.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Rename "Project" → "Client" across UI (labels + /projects→/clients routes with redirect); normalize company-meaning labels to "Company"
- Finance tabs: merge dual cards into one per tab, add header column filters (expenses/subs/invoices), overview as 3-section card, move +Expense/+Invoice to card right edge
- Tasks: responsive mobile stats grid, progressive column hiding (min Status+Name+Assigned), sidebar mobile footer (profile/theme/signout)
- Hide Company column for single-company users; +Task shows disabled Company field instead of hiding
- Sticky table headers site-wide with opaque card background
- Pin dev server to port 5173
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Design system (Layout2):
- Solid token-driven theme (no animated grid); single-source tokens for bg,
cards (bg/border/radius), popups, fonts (Inter), and full semantic +
data-viz color palette. Swept ~168 hardcoded colors to tokens.
Dashboard:
- Reflow: To Do + Calendar row (fixed right rail) over Activity / In-Progress /
Team Performance; CSS height-match (To Do = Calendar); responsive stacking.
- 'Tasks Not Started' -> 'To Do' card with R#/Assigned columns; compact money fmt.
Tasks page:
- Combined tabs into Tasks + Completed with a Status column.
- Column-header sort + filter (Status, R#/new-vs-revision, Project, Task Type,
Company) via portaled, scrollable FilterDropdown; removed toolbar filters and
the projects side panel; headers stay visible when empty; renamed to 'Tasks'.
Perf:
- FK/filter index migration; removed redundant client/external scope waterfall
(rely on RLS); parallel follow-up queries.
Mobile:
- Responsive grids; mobile topbar = hamburger only, blends with bg, proper offset.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Add sync_project_status trigger so projects flip active<->completed with their tasks; backfill existing rows.
- handleSubmitReject now aborts (and alerts) if the rejection-reason submission fails to save, instead of silently flipping status to in_progress and logging a reason-less rejection.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Invoice numbers now come from DB function next_invoice_number()
(max+1 per year under advisory lock) with a unique index; the old
row-count method reused numbers after deletes and raced concurrent
creates, which broke public pay links
- Remove dead standalone TeamCreateInvoice page; the TeamInvoices
modal is the single create path (page had already drifted)
- Invoice delete now asks for confirmation and only un-bills tasks/
submissions not billed on another invoice
- Created invoice shows correct "sent" status in list without reload
- Invoice/due dates computed at save time, not module load
- Reopening a paid invoice clears stale stripe_fee
- Stripe webhook markPaid is idempotent (no double receipts)
- subcontractor_invoice_items.version_number column stores billing
version explicitly; description parsing kept as legacy fallback
- Drop unused buildInvoiceStatusByKey/deriveVersionStatus
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Fourge's own error revisions should never be charged to the client.
getRevisionChargeQuantity now returns 0 for revision_type=fourge_error
regardless of version number. Applied at all 4 invoice picker call sites.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Review-shadow submissions are type=initial with blank service_type; the
picker grabbed the first initial found, hitting a shadow -> null service ->
$0 price. New pickInitialServiceType() skips shadows and prefers a real
service_type. Fixes Harlingen sites showing $0 on invoice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Tasks/projects page: reverted back to one row per task (work status only,
no billing state on that page). Per-version R## tracking lives in invoicing
only (invoice_items, sub invoice form).
DB fix: 7 Public Storage tasks had pending revision versions (R01/R02)
with no delivery but were stuck as 'paid' from old invoice lifecycle sync.
Reset to 'not_started' so they appear in the Revisions tab for work:
68664, 68666, 68721 (R02), 68808, 68809 (R02), 68810 (R02), 68811 (R02)
Removed unused invoiceItems state/fetch from Tasks + ProjectDetail.
invoiceVersionRules helpers retained for invoicing use.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each revision (R00, R01, R02) is now an independent trackable unit:
invoiceVersionRules: add deriveVersionStatus, buildInvoiceStatusByKey,
parseVersionFromItemDescription for per-version status derivation
Tasks.jsx + ProjectDetail.jsx:
- Fetch invoice_items joined with invoice.status (team only)
- allRows/rows now flatMap per version (one row per R##)
- Status derived from: invoice_items > past version > task.status
- R00 paid shows as paid; R01 in_progress shows separately
- tr keys use rowKey (taskId:version) to avoid duplicate key warnings
Invoice lifecycle (TeamInvoiceDetail, TeamInvoices, TeamCreateInvoice):
- Remove task.status sync on invoice paid/sent/created
- Keep invoiced:true flag for double-billing prevention
- Task work status (not_started → client_approved) stays work-flow only
ProjectDetail completion bar uses task.status === client_approved only
(no longer polluted by invoiced/paid status from invoice sync)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Prevent overwriting task status when task has moved to a new revision
cycle after being invoiced. Now uses .eq('status', guardStatus) to only
update tasks still at the expected prior state:
- invoice creation: only update tasks at client_approved → invoiced
- mark sent: only client_approved → invoiced
- mark paid: only invoiced → paid
- reopen: only paid → client_approved
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Company dropdown and Email To input only editable on draft invoices.
Sent and paid invoices show read-only text values instead.
Applied to both popup (embedded) and standalone page views.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace SubcontractorInvoiceDetailView (card-based) with flat layout
matching the original sub-invoice popup: meta strip + raw table + notes.
- InvoiceDetailPopup: add metaContent/metaActions/metaCols props + export POPUP_FIELD_LABEL
- New InvoicePopupTable: flat sortable 5-col table, no card wrapper
- All 4 popups (client, team invoice, team sub-invoice, external): use
flat meta strip (4-col grid, borderBottom) and InvoicePopupTable
- Sub-invoice + external: Submitted | Paid/Created | Items | Total
- Client invoice: Date | Due | Status | Total
- Team invoice: Date | Due | Company | Email | Total (+ stripe if paid)
with Edit Dates button in metaActions slot
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Team performance: count each delivery record individually (sent_by + version_number), not per task — R00/R01/R02 by different people all count separately
- Performance uses deliveries table directly, EST timezone bucketing, month-gated tabs
- TaskDetail Submissions tab: reads from deliveries table, shows R## version, sent_by, sent_at
- Submit for Review: writes to deliveries + delivery_files (deliveries bucket), stores version_number
- Revision request popup: uses FileAttachment drag-drop component
- Task table: only Name and Project columns highlight on hover
- deliveries.version_number column added and backfilled
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Expense detail popup: 80vw×80vh, inline editing, save gated on dirty state, Download Receipt in footer
- Add expense form: same layout with FileAttachment drag-drop on right
- New invoice popup: 80vw×80vh inline form replacing navigate-away page
- Tasks table: suppress row hover background, only Name/Project table-links highlight
- TaskDetail Submissions tab: reads from deliveries table, shows R## version, sent_by, message
- Submit for Review: writes to deliveries + delivery_files (deliveries bucket)
- deliveries.version_number column added and backfilled from revision history
- Port 4173 for dev server
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- FileSharing: rootPath for clients strips /Clients/ prefix — API resolveClientPath expects /{company} not /Clients/{company}
- Tasks: default to To Do tab (not_started) instead of All Tasks
- Projects: default to Active tab instead of All Projects
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Overview tab: 3 donut pie charts (expenses by category, sub payments, invoiced) each with independent month navigation arrows
- Expenses tab: big red total in category sidebar, left-aligned category column, white text
- Subcontractors tab: big gold total in sidebar, pending/paid breakdown with gold highlight
- Invoices tab: big green total in companies sidebar, dashboard-inline-link for invoice# and company, StatusBadge with Invoiced/Paid labels, column widths tuned
- StatusBadge: add optional label prop for custom display text
- Layout/style polish across tabs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Unified Tasks page: 3 role render blocks → 1, normalized row shape, single renderRow/sort/tabs
- Fixed role scoping: external = all tasks in member projects, client = all tasks in company projects
- Fixed client bug: was scoped by submitted_by, now company→project→tasks
- Aligned dashboard client scope to match tasks page
- Hot tasks dashboard: now filters to active statuses only (not completed/invoiced/paid)
- Removed Projects.jsx (dead), fixed /project/ → /projects/ links
- Renamed all page files to match folder path (Team*, External*, Client* prefixes)
- Renamed: RequestsPage→Tasks, Settings→Profile, CompaniesPage→Companies, ProjectDetailPage→ProjectDetail
- Dropped dead fetches from Tasks page (invoices, invoice_items, subcontractor_invoice_items)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Krao Hasanee