Commit Graph
408 Commits
Author SHA1 Message Date
michaelschal 76d6988ae6 Improve task display for director role by enabling data fetching
Update Tasks.tsx to correctly enable data fetching for director role, ensuring tasks are displayed without manual page reloads. The `enabled` flag in the `useQuery` hook is now set to `!!user` for the tasks query, and the filter logic for `user.role` has been removed.

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2025-09-09 08:25:38 +00:00
michaelschal 2013b2cad8 Fix task display issue for directors on initial page load
Update task fetching logic to correctly enable data retrieval for 'directeur' role users, resolving an issue where tasks were not displayed until a page refresh.

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2025-09-09 07:53:29 +00:00
michaelschal 592edeb3d1 Prevent changing status for validated invoices and disable selection
Add validation to prevent users from changing the status of an invoice once it has been validated. The UI for validated invoices is also updated to be disabled and visually indicate its non-editable state.

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2025-09-09 06:10:41 +00:00
michaelschal 7e432483db Prevent uploads and edits for validated documents
Disable file uploads and editing functionality for documents that have been validated or are marked as verified in the system.

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2025-09-09 05:46:50 +00:00
michaelschal 6631ece2ab Set default group based on user role for task creation
Adjusted the default `groupId` in the Avoirs form. If the user is an 'admin', it defaults to `1`. Otherwise, it defaults to the first `groupId` associated with the user's `userGroups`, or `0` if none are assigned. This change is implemented in `client/src/pages/Avoirs.tsx`.

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2025-09-08 20:59:38 +00:00
michaelschal ee5c122664 Restrict managers from changing status and uploading files via webhooks
Prevent 'manager' role users from setting 'avoir' status to 'Reçu'. Modify SelectItem visibility in Avoirs.tsx to conditionally render the 'Reçu' option based on user role.

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2025-09-08 20:58:58 +00:00
michaelschal 01b3e8288e Restrict file uploads and status changes for managers
Prevent managers from uploading files for 'Reçu' status and sending files via webhook.

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2025-09-08 20:58:20 +00:00
michaelschal acbc36fda1 Improve display of commercial processing status for avoirs
Adjusted the display of the "Traité por commercial" status by wrapping the icon in a div to ensure consistent tooltip behavior across different browsers.

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2025-09-08 20:50:41 +00:00
michaelschal c2edd36ccc Add a tabbed interface to organize and filter financial records
Integrates a tabbed navigation system into the Avoirs page, allowing users to easily switch between "pending" and "completed" financial records, with enhanced filtering and search capabilities.

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2025-09-08 20:46:12 +00:00
michaelschal ff9ec5c605 Add ability to view and manage comments on financial documents
Implement a modal for viewing and managing comments associated with financial documents, enhancing user interaction and information display.

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2025-09-08 20:37:17 +00:00
michaelschal 734f8c26c7 Update invoice editing to correctly save financial amounts
Refactor client-side logic for editing invoice amounts to use local state, ensuring accurate data persistence and preventing conflicts with form handling.

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2025-09-08 20:25:36 +00:00
michaelschal b787e46c7e Fix issue preventing users from deleting numeric input values
Corrected the numeric input onChange handler in Avoirs.tsx to properly handle empty string input and non-numeric values, allowing users to clear the input field.

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2025-09-08 20:22:47 +00:00
michaelschal 1171556955 Fix error when setting monetary amount to zero or undefined
Update Avoirs page component to correctly handle monetary input values, allowing amounts to be set to zero or undefined by parsing input strings to floats.

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2025-09-08 20:12:19 +00:00
michaelschal 8038506168 Allow negative amounts to be processed in credit notes
Update the credit note schema to accept all numeric values (positive, negative, zero) and handle null amounts by converting them to undefined.

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2025-09-08 20:08:12 +00:00
michaelschal 91031b8c02 Allow zero and negative amounts for financial entries
Update validation schema for financial entries to permit zero and negative values for amounts, and allow empty values for invoice references.

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2025-09-08 20:01:01 +00:00
michaelschal 1470f221de Update interface to show changes immediately after validation actions
Improve user experience by updating the local state immediately after validating or invalidating an "avoir," providing instant visual feedback without requiring a page reload. This change enhances the perceived responsiveness of the task management platform.

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2025-09-08 19:58:40 +00:00
michaelschal 2291dcdd7f Improve how verification statuses are displayed for specific records
Refactor the Avoirs page to wrap the CheckCircle component in a div for better tooltip handling and to display verification status more clearly.

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2025-09-08 19:55:48 +00:00
michaelschal a62e1783a2 Improve how verified documents are loaded from the server cache
Update the Avoirs page to fetch invoice verification status from a POST request to the server, utilizing the existing cache if available, and store the results in the component's state.

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2025-09-08 19:54:45 +00:00
michaelschal c55044f89e Improve debugging for task verification status and data caching
Add extensive console logging to the Avoirs page to aid in debugging the verification process and data caching logic, including checks for `nocodbVerified` and detailed cache loading steps.

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2025-09-08 19:51:15 +00:00
michaelschal 62ada8e9cc Ensure verified status persists for invoices when reloading the page
Re-introduces the useEffect hook to load cached verification statuses for 'avoirs' upon component mount, ensuring that the verified state is correctly displayed after a page refresh.

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2025-09-08 19:47:38 +00:00
michaelschal 4c3b355659 Improve how verified task statuses are displayed and remembered
Update the task management page to load and display previously verified task states from cache, ensuring the verification status persists across page reloads and user interactions.

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2025-09-08 19:46:47 +00:00
michaelschal 91714ce9d2 Improve how user-submitted financial credits are displayed
Remove console logs related to fetching and rendering financial credits and remove the try-catch block around the rendering of individual credits in the Avoirs page.

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2025-09-08 19:34:15 +00:00
michaelschal 552ba6a221 Ensure credit amounts display correctly by converting to numbers
Fixes a TypeError in the Avoirs page where the 'amount' field was not treated as a number, preventing the toFixed method from being called. This change ensures that amounts are correctly formatted to two decimal places.

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2025-09-08 19:33:23 +00:00
michaelschal ec06b89e90 Add detailed logging for debugging task display issues
Adds console logs within the Avoirs component to help diagnose rendering problems by logging individual avoir data and potential errors during the rendering process.

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2025-09-08 19:28:51 +00:00
michaelschal 4cac6ac891 Improve handling of missing data in the task list view
Update the Avoirs page to safely render data, handling cases where `avoir` or its properties like `id`, `createdAt`, or `creator` might be null or undefined. This includes adding checks for nullish values and providing default displays for missing information.

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2025-09-08 19:25:24 +00:00
michaelschal db023f2247 Remove automatic invoice verification to prevent JavaScript crashes
Removed the `useEffect` hook from `Avoirs.tsx` that automatically loaded invoice verification results. This automatic loading was identified as the cause of JavaScript crashes. Invoice verifications will now only occur when explicitly triggered by user action.

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2025-09-08 19:20:58 +00:00
michaelschal d3e4f1e83c Improve task data handling and prevent errors during edits
Add null checks and default values to prevent runtime errors in the Avoirs component, improving data integrity and user experience.

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2025-09-08 19:13:36 +00:00
michaelschal ebbde4d150 Improve the task management system by enabling secure auto-filling of invoice data
Update the client-side Avoirs page to automatically populate invoice amounts when a verified invoice is found, enhancing user experience and data accuracy. Implement conditional rendering for verification status icons and enable the 'Validate' button only when an invoice is successfully verified.

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2025-09-08 19:09:05 +00:00
michaelschal e707fe8ec6 Temporarily disable auto-filling of invoice amounts for debugging purposes
Temporarily disable the auto-filling functionality for invoice amounts in the Avoirs page to aid in debugging production server issues. Added console logs to provide visibility into the verification process.

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2025-09-08 18:59:12 +00:00
michaelschal cecd2e6031 Improve automatic data filling for credit notes with better error handling
Add null and undefined checks to 'Avoirs' page for invoice amount auto-filling and wrap mutation in try-catch block.

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2025-09-08 18:56:43 +00:00
michaelschal 559d26aa38 Improve handling of undefined or null amounts in financial documents
Adjusted client-side logic in `Avoirs.tsx` to correctly display financial amounts, preventing errors when amounts are not explicitly set.

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2025-09-08 18:53:27 +00:00
michaelschal 115090f317 Update how users validate and invalidate task documents
Introduce a new API endpoint for NocoDB verification and integrate cache reconciliation logic for invoices.

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2025-09-08 18:43:02 +00:00
michaelschal e75a1fb8f3 Automatically fill in credit note amounts from invoices
Add functionality to automatically fill in credit note amounts based on verified invoice data. Also implements loading of verification results from cache on component mount for improved performance.

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2025-09-08 18:37:58 +00:00
michaelschal d310eb8909 Update task status validation and add admin devalidation
Update AvoirFormData type to include nocodbVerified and nocodbVerifiedAt for enhanced status management and validation workflows.

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2025-09-08 18:30:58 +00:00
michaelschal 52f585d1b1 Add ability to validate and devalidate task statuses
Adds functionality to validate and devalidate task items. Includes buttons for validation and devalidation, with validated items visually distinguished. Admins can devalidate items.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-08 18:28:59 +00:00
michaelschal 2f4e3dcbd5 Improve task status management and validation workflows
Automatically trigger invoice verification after successful upload and introduce a validation workflow with approve/decline buttons for admins.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-08 18:28:01 +00:00
michaelschal 152fc2dea1 Update task status handling and add validation functionality
Modify the Avoirs page to allow inline status updates via a dropdown and implement validation logic with a "Validate" button. Admins gain the ability to devalidate entries.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/F5ROn6G
2025-09-08 18:27:24 +00:00
michaelschal 5c18ee22a9 Update task status display to use a dropdown selector
Replaces the static status display with an interactive Select component for easier status updates, allowing users to change status directly from the list view.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-08 18:26:47 +00:00
michaelschal e650822170 Add invoice verification feature for user task management
Update Avoir and Group interfaces to include Nocodb fields. Implement invoice verification functionality on the Avoirs page, adding a "Vérifier tous" button and individual verification status indicators for each avoir with an invoice reference.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/ECMHcEr
2025-09-08 18:19:33 +00:00
michaelschal 73a7bcba16 Add invoice verification feature to improve financial reconciliation
Implement a new API endpoint and frontend logic to verify invoice references for 'avoirs', including error handling and status updates. Adjust permission checks in routes.ts to use 'deliveries' module logic.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/GlyTlJp
2025-09-08 18:17:17 +00:00
michaelschal 78d98448bd Improve display and filtering of financial transaction data
Update the Avoirs page to safely access supplier and group data, improving filtering and display by handling potentially undefined values.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-08 18:04:14 +00:00
michaelschal 68cef05362 Update reconciliation module icon for better visual consistency
Updates the icon component for the reconciliation module to ensure consistent styling and appearance across the application.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/8RUpoKg
2025-09-08 17:48:58 +00:00
michaelschal 7da8853e3d Add webhook functionality to manage document uploads and processing
Adds a modal for uploading PDF documents associated with specific task items, along with a waiting modal that displays a progress timer, mimicking the behavior of the reconciliation system.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/8RUpoKg
2025-09-08 17:47:03 +00:00
michaelschal 986c8e6ce0 Send credit note details via webhook when status changes to received
Implement webhook functionality to send credit note information to configured groups when the status is updated to 'Reçu'. The webhook payload includes credit note details, sender information, and group details. Default group ID is set to 1 for administrators if not specified. Also, adds a visual indicator for sent webhooks on the frontend.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/liv4dfe
2025-09-08 17:43:27 +00:00
michaelschal 208b07b4dd Improve data refreshing in the task management module
Update React Query cache invalidation to properly refresh all Avoirs data variations after modifications, resolving the need for manual page reloads.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/lmbX0S1
2025-09-08 17:35:30 +00:00
michaelschal 80b9d387c7 Fix issue where commercial processed status incorrectly retained on update
Implement Zod validation on PUT /avoirs/:id endpoint to ensure correct data handling for commercialProcessed field, defaulting it to false and logging validation errors.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/2DtJTqh
2025-09-08 16:42:52 +00:00
michaelschal 4129ae68d0 Restrict users from creating or viewing data for groups they are not assigned to
Modify the Avoirs page to filter data and group selection based on user's assigned groups, enhancing role-based access control.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-08 16:36:18 +00:00
michaelschal af1783cb3f Improve validation for the amount field in financial records
Update Zod schema for the 'amount' field to handle various invalid input formats and ensure positive numerical values.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/KZQgDPI
2025-09-08 16:27:09 +00:00
michaelschal 45fed62a7a Improve handling of invoice amounts to ensure correct data processing
Refactor the `amount` field validation in `Avoirs.tsx` to use a Zod transform for robust string-to-number conversion and validation, handling empty, null, undefined, NaN, and non-positive values.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869/KZQgDPI
2025-09-08 16:25:02 +00:00
michaelschal 558e336188 Improve handling of numeric input for financial amounts in task management
Update the schema validation for the 'amount' field in the Avoirs component to correctly handle optional, potentially empty numeric inputs, resolving potential runtime errors.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-08 16:22:52 +00:00