Commit Graph
501 Commits
Author SHA1 Message Date
michaelschal 3a8a2cb0b3 Improve reconciliation to only check for unchecked invoices
Refine BLReconciliation page logic to only perform initial verification for deliveries that have not yet been found (i.e., have no invoice amount) and have not already been processed or are currently being verified.

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2025-11-04 13:51:54 +00:00
michaelschal 55c010c2f6 Fix issue preventing delivery reconciliation status from displaying
Update BLReconciliation page logic to correctly trigger invoice verification for displaying reconciliation status.

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2025-11-04 13:47:14 +00:00
michaelschal feb433c645 Improve automatic invoice verification for reconciled deliveries
Update the BLReconciliation page to automatically trigger invoice verification for reconciled deliveries that have empty cells but a BL number, ensuring they are processed into the delivery validation tab.

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2025-11-04 13:38:04 +00:00
michaelschal 6e4f0289f3 Reduce vertical spacing within the sidebar navigation elements
Adjust padding and margin values in Sidebar.tsx to decrease vertical space between navigation items and sections.

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2025-11-04 13:23:36 +00:00
michaelschal b1c1e2989e Organize navigation menu into logical sections for better user experience
Refactor the Sidebar component in client/src/components/Sidebar.tsx to group navigation links into sections like "GESTION PRINCIPALE", "LOGISTIQUE", and "ANALYSES" for improved UI organization.

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2025-11-04 13:15:05 +00:00
michaelschal 618edbfc25 Rearrange sidebar navigation to place payment schedule below reconciliation
Update Sidebar component in client/src/components/Sidebar.tsx to reorder navigation items.

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2025-11-04 12:54:08 +00:00
michaelschal 5a2f382e51 Correct delivery reconciliation display for validated shipments
Fix UI rendering issue in BLReconciliation page where table headers and data were misaligned, specifically adding a column for the delivery due date with proper formatting.

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2025-11-04 12:48:44 +00:00
michaelschal e056b29d81 Change payment schedule export from Excel to CSV format
Update payment schedule export functionality to generate CSV files instead of Excel files, adjusting file naming, UI text, and test IDs accordingly.

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2025-11-04 12:29:32 +00:00
michaelschal 01dde7b7c1 Add functionality to export payment schedules to Excel
Introduces an API endpoint and frontend components for exporting payment schedule data to an Excel file, with filtering options for payment methods and tax inclusion.

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2025-11-04 11:50:48 +00:00
michaelschal 8e13dcb94c Add TTC amount configuration and display for financial tracking
Introduces `nocodbInvoiceAmountTTCColumnName` to `Groups.tsx` and `amountTTC` to `PaymentSchedule` interface in `PaymentSchedulePage.tsx` to support TTC calculations and display. Updates backend routes in `routes.ts` to include `amountTTC` and modifies `PaymentSchedulePage.tsx` to show both HT and TTC totals.

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2025-11-04 10:34:39 +00:00
michaelschal c4eca6e60f Add ability to manually set due dates for tasks within the platform
Update ReconciliationModal to include a date input for due dates, allowing manual entry and proper formatting.

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2025-11-04 06:25:41 +00:00
michaelschal c669c4eba9 Update invoice reconciliation to fix display issues
Introduce detailed logging and data type conversions in invoice verification service and client-side reconciliation page to address discrepancies in displayed invoice amounts and due dates.

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2025-11-04 05:30:12 +00:00
michaelschal d046de3b8b Improve delivery reconciliation and auto-verification logic
Update BLReconciliation component to auto-verify reconciled deliveries with missing invoice data, and refine cache invalidation strategy upon PUT requests.

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2025-11-03 20:14:52 +00:00
michaelschal d6fc647231 Improve data refreshing after delivery updates
Update BL reconciliation page to immediately refetch delivery data after a PUT request to the API.

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2025-11-03 20:11:20 +00:00
michaelschal e328993329 Update delivery reconciliation to correctly handle invoice data and fix date field
Correctly applies invoice reference, amount, and due date to delivery updates. Modifies the `dueDate` field in the schema to `timestamp` and resolves the "column 'due_date' does not exist" error in PostgreSQL.

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2025-11-03 17:24:23 +00:00
michaelschal 228977ae2b Update delivery information based on matched invoice or bill of lading
Adjusted the auto-fill logic in `BLReconciliation.tsx` to populate `invoiceReference`, `invoiceAmount`, and `dueDate` if they exist in the `result`. Also modified `server/routes.ts` to correctly parse `dueDate` as a Date object.

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2025-11-03 17:19:33 +00:00
michaelschal 1bf457be78 Add the due date column to the reconciliation page
Added a new 'Échéance' column to the BLReconciliation page and component, displaying the formatted due date for each delivery item.

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2025-11-03 17:06:49 +00:00
michaelschal 20e1276da8 Add error message for when a bill is not found during reconciliation
Update BLReconciliation page to display a destructive toast notification with an error message when the bill is not found, including a default message if result.errorMessage is null or undefined.

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2025-11-03 17:04:15 +00:00
michaelschal cd600ff43a Display invoice details and due date in reconciliation confirmation messages
Adds a toast notification to the invoice reconciliation process to display the invoice reference, amount, and due date if available, enhancing user feedback and error detection for missing due dates.

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2025-11-03 16:44:06 +00:00
michaelschal 21a23d22e2 Improve payment schedule tracking and sales analysis interface
Refactor Select component to handle undefined values and add a refresh button to the sales analysis iframe for forced reloads.

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2025-11-03 16:12:52 +00:00
michaelschal 6f298c4df7 Add payment schedule view with filtering and supplier payment methods
Adds a new payment schedule page to display due dates and amounts, incorporating supplier payment methods and date filtering.

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2025-11-03 16:02:12 +00:00
michaelschal ae80aa3f0f Add a refresh button to reload the sales analysis iframe
Adds a refresh button to the Sales Analysis page that allows users to force a full reload of the embedded sales analysis iframe by incrementing a state key which is used as the iframe's `key` prop.

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2025-11-03 11:12:04 +00:00
michaelschal 43ca5d617a Add button to control automatic backup settings
Add a toggle button to the UI and corresponding backend logic to enable/disable automatic database backups.

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2025-10-31 09:24:16 +00:00
michaelschal a305ce539e Improve sales analysis page loading speed and display
Update SalesAnalysisPage to render an iframe directly, improving initial load performance and user experience by removing unnecessary wrapper elements and adding fullscreen capability.

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2025-10-31 09:14:10 +00:00
michaelschal 0cf817e03f Created a checkpoint
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2025-10-31 09:03:53 +00:00
michaelschal 7d778d9e9f Update dashboard to send store ID for all user roles
Modify `Dashboard.tsx` to include `selectedStoreId` in the API request for `/api/dlc-products/stats` regardless of user role, shifting permission logic to the backend.

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2025-10-10 15:58:50 +00:00
michaelschal 163ea1092f Improve date selection functionality on publicity forms
Update Popover component to be non-modal for date inputs in PublicityForm.tsx.

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2025-10-01 14:29:30 +00:00
michaelschal d3bd4d15b6 Adjust dashboard to better manage DLC alert modal display for users
Modify the useEffect hook in Dashboard.tsx to refine the logic for displaying the DLC alert modal, ensuring it only appears for non-admin users with expiring or expired DLCs, and handles modal state correctly when user roles change or data is loading.

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2025-09-30 16:44:15 +00:00
michaelschal d41dc27023 Refresh DLC product data when the selected store changes
Invalidates the "/api/dlc-products" query when `selectedStoreId` changes to ensure fresh DLC product data is fetched.

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2025-09-30 16:28:11 +00:00
michaelschal 704e6fc9c6 Update dashboard to refresh DLC products and stats when store changes
Import `useQueryClient` from `@tanstack/react-query` and add a `useEffect` hook to invalidate `/api/dlc-products` and `/api/dlc-products/stats` queries when `selectedStoreId` changes.

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2025-09-30 16:27:32 +00:00
michaelschal b73f9f25d1 Add functionality to mark delivery controls as validated
Introduces a new API endpoint and UI elements to allow users to mark delivery controls as validated, including associated badges and mutation logic.

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2025-09-30 09:19:41 +00:00
michaelschal a2ab38a412 Add quality control process for supplier deliveries
Introduce a new 'requires_control' flag for suppliers, enabling a quality control workflow for deliveries. This includes UI updates, database schema changes, and API endpoints to manage and track control validation.

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2025-09-30 08:22:02 +00:00
michaelschal 195f0e77fb Display "Retiré" orders last and improve their visual styling
Refactor order sorting logic to place "Retiré" status orders at the end of the list, and update table cell styling for "Retiré" orders to visually indicate their status.

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2025-09-28 08:52:26 +00:00
michaelschal 5a7972c21e Update validation method for DLC products to improve data handling
Change the mutation HTTP method from PUT to POST for the DLC product validation endpoint to correctly handle state changes.

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2025-09-27 11:52:57 +00:00
michaelschal a499d480c8 Update stock depleted button visibility logic for products
Modify visibility condition for the "Stock épuisé" button to include all non-validated products not already marked as out of stock, removing the previous restriction on "en_cours" status and validation checks.

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2025-09-27 11:36:03 +00:00
michaelschal 8272db755b Update logic to only show button for expired products
Modify DlcPage.tsx to change the condition for displaying a button, now requiring product expiry date to be strictly less than the current date.

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2025-09-27 11:35:21 +00:00
michaelschal 6d403ee9a4 Improve reconciliation validation by checking invoice verification status
Update the reconciliation validation button logic to conditionally enable based on invoice verification results, displaying green for verified, red for unverified invoices, and disabling when verification is pending or unavailable.

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2025-09-27 09:16:32 +00:00
michaelschal ad3e566168 Improve user interaction with validation and processing buttons
Add `data-testid` attributes to the "Validate" and "Mark Processed" buttons in the DlcPage for improved testing and add a title to the "Validate" button.

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2025-09-25 06:58:58 +00:00
michaelschal f1f2cf5fc4 Add functionality to mark and unmark products as processed
This commit introduces new mutations and UI logic to the DLC page for marking products as processed or unmarking them. It also includes updates to icons and database schema for announcements and avoirs.

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2025-09-25 06:42:41 +00:00
michaelschal 21ca1a32eb Update product naming convention for DLC items
Rename `productName` to `name` in `dlcProducts` schema and map `productName` to `name` in `DlcPage.tsx` for database compatibility.

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2025-09-24 12:16:40 +00:00
michaelschal 0a328c147e Add alert modal for DLC status to dashboard view
Introduces a `DlcAlertModal` component and integrates it into the `Dashboard` page. The modal is conditionally displayed for non-admin users based on DLC expiration status, with logic to handle snoozing and auto-dismissal. Updates are also reflected in database backup files.

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2025-09-24 12:04:15 +00:00
michaelschal 00c564cd8c Update statistics displayed on the analytics page
Replaces the "On-Time Rate" metric with "Reconciliation Rate" on the analytics dashboard, updating the icon and data binding accordingly in `Analytics.tsx`.

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2025-09-23 14:15:14 +00:00
michaelschal b8d3b01ce1 Improve comment icon updates for reconciliation entries
Add console logging for delivery comments in development to aid debugging.

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2025-09-23 13:55:57 +00:00
michaelschal 56adffbf97 Update comment icons to reflect new or existing comments
Improve UI by dynamically coloring comment icons based on the presence of comments and updating comment counts immediately after comment actions. This involves invalidating relevant queries in `ReconciliationComments.tsx` and modifying the rendering logic for comment icons and titles in `BLReconciliation.tsx`.

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2025-09-23 13:51:00 +00:00
michaelschal 78d41738a5 Improve task reconciliation by separating validated and unvalidated deliveries
Refactors the BLReconciliation page to distinguish between manually reconciled and validated deliveries, updates the "Verify All Invoices" logic to only process unvalidated items, and simplifies the filtering to rely solely on the search term.

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2025-09-23 13:36:37 +00:00
michaelschal 72f2632f01 Fix issue where deliveries show orders from incorrect stores
Correctly filter available orders in the Create Delivery modal to only display orders associated with the selected supplier and store, and reset the selected order when the store changes.

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2025-09-23 09:42:47 +00:00
michaelschal 42c5163dc2 Improve store performance analytics with visible chart data
Update the Analytics page to correctly display store performance data in a bar chart by adjusting chart configurations, including data keys for axes, tooltips, and bar radii.

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2025-09-22 15:50:17 +00:00
michaelschal 19129ebd6a Expand default date range and improve data fetching diagnostics
Update default date range to one year to show more data and add detailed console logging for API calls to aid in debugging data display issues.

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2025-09-22 15:24:54 +00:00
michaelschal e23f826f0a Add analytics dashboard for tracking key performance metrics
Adds new analytics routes and functionality to display summary data, time series, and supplier/store breakdowns, with role-based access control.

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2025-09-22 15:02:00 +00:00
michaelschal 314f56ed01 Improve reconciliation filtering and remove debugging logs
Remove temporary debug logs from the reconciliation filtering logic and refine the validation checks to correctly identify reconciled deliveries based on new criteria.

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2025-09-21 09:21:48 +00:00