michaelschal
dd0a8ca702
Add reconciliation comments for improved task tracking
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Update the BL reconciliation page to use a new endpoint for creating reconciliation comments, replacing the previous note functionality. This change involves updating the mutation, success and error handlers, and button disabled states to reflect the new comment creation process.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-10 08:02:06 +00:00
michaelschal
800de7f133
Improve the way the system handles incoming data for better accuracy
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Update data validation logic to ensure higher data integrity and prevent unexpected errors during processing.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-10 07:53:18 +00:00
michaelschal
13393b2381
Add comments and tabbed interface to reconciliation modal
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Integrates a new `ReconciliationComments` component and `Tabs` UI element into the `ReconciliationModal` to support inline commenting and organize reconciliation data.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
Replit-Commit-Screenshot-Url: https://storage.googleapis.com/screenshot-production-us-central1/1957c339-2757-4d1f-8e92-e9f71a1ce58e/95e8aab4-f39f-4b48-aa57-a759ec15ba3d/BOWXK9F
2025-09-10 07:50:08 +00:00
michaelschal
7687b99f45
Add ability to manage reconciliation comments for deliveries
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Introduce new API endpoints for fetching, creating, and updating reconciliation comments associated with deliveries, including user authentication and authorization checks.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-10 07:47:03 +00:00
michaelschal
8401d22d71
Add functionality to comment on delivery reconciliations
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Implement CRUD operations for reconciliation comments, including fetching comments with related data like author, group, and delivery details, and creating new comments.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-10 07:44:28 +00:00
michaelschal
f7159ee808
Add reconciliation comments functionality for task management
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Implement schema and relations for reconciliation comments, linking them to deliveries, groups, and users. Add insert schema for reconciliation comments.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-10 07:39:18 +00:00
michaelschal
4496a7ff58
Add system for reconciliation comments on deliveries
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Add `reconciliation_comments` table to PostgreSQL schema for storing comments related to delivery reconciliation.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
2025-09-10 07:36:24 +00:00
michaelschal
cf0302936d
Saved your changes before starting work
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Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 95e8aab4-f39f-4b48-aa57-a759ec15ba3d
Replit-Commit-Checkpoint-Type: full_checkpoint
2025-09-10 07:24:33 +00:00
michaelschal
890430c4c0
Make delivery comments read-only after reconciliation
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Disables editing and displays a read-only status for delivery comments once reconciliation is validated, preventing modifications to comments on reconciled deliveries.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-09 13:31:42 +00:00
michaelschal
9f684eeb60
Add improved webhook configuration for better workflow integration
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Update webhook configuration settings to enhance integration with external systems.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-09 13:27:00 +00:00
michaelschal
69c668853b
Update delivery notes with improved permission and group access controls
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Add a new PUT endpoint '/api/deliveries/:id/notes' to allow authenticated users with 'edit' permissions to update delivery notes, including validation for notes length and group access checks.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 13:26:04 +00:00
michaelschal
fc7fdb00db
Add a feature to add comments to delivery reconciliation
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Introduce a new modal component in the BLReconciliation page for users to add and save comments to delivery records.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 13:24:59 +00:00
michaelschal
9e5855d496
Add ability for users to add and edit notes for delivery items
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Integrates a new feature allowing users to add, view, and edit notes for delivery items. This includes a mutation for updating notes via `PUT /api/deliveries/:deliveryId/notes`, associated modal components for user interaction, and toast notifications for success/error feedback. The `BLReconciliation` page is updated to include a button to trigger the comment modal and `queryClient.invalidateQueries` calls to refresh data upon successful note updates.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 13:24:19 +00:00
michaelschal
0f431676f5
Add ability to add comments to delivery verification records
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Adds functionality to comment on delivery verification items, including a modal for text input and state management for comments.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 13:22:40 +00:00
michaelschal
4b3ad39c90
Allow users to invalidate tasks only after they have been validated
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Adjust task invalidation logic to require prior validation via the validate button.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 11:49:00 +00:00
michaelschal
1936f0231b
Update validation logic to allow unvalidation only after initial validation
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Adjusted the unvalidation button's visibility and functionality to be conditional on the initial validation status, ensuring a sequential workflow.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 11:48:03 +00:00
michaelschal
2c9293cab6
Correctly update task status after validation
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Fix issue where tasks remained in "in progress" state after receiving and validation, ensuring correct status transition to "completed."
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-09 11:14:02 +00:00
michaelschal
c93b8738d5
Update task completion logic to include verification status
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Adjust the filtering logic in the Avoirs page to correctly categorize tasks. Previously, tasks marked as 'Reçu' were considered pending. Now, tasks are only considered completed if they are both 'Reçu' and have passed verification (`nocodbVerified` flag). This ensures that tasks are accurately reflected in their respective pending or completed states.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 11:12:36 +00:00
michaelschal
098c6f3807
Fix issue preventing unvalidation on private servers
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Resolve bug in task unvalidation functionality that was preventing it from working correctly on private server deployments.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-09 11:05:27 +00:00
michaelschal
9347bb98d9
Enable administrators to revert task validation status
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Update the validation button logic to allow administrators to revert task status from "Received" to "Requested" or devalidate verified tasks.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 11:04:48 +00:00
michaelschal
65cde59d67
Allow directors to unvalidate invoices that were previously validated
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Modify the invoice validation logic to permit directors to unvalidate invoices, resolving a previously encountered issue in the production environment.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-09 10:58:14 +00:00
michaelschal
b2181665bb
Allow administrators to unvalidate validated invoices
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Update Avoirs page to allow administrators to unvalidate invoices, regardless of their verification status.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 10:57:08 +00:00
michaelschal
dede7e555d
Allow directors to invalidate approved invoices
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Update invoice validation logic to permit directors to invalidate approved invoices.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 10:55:54 +00:00
michaelschal
dff3d3795f
Allow administrators to invalidate approved invoices
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Enable administrators to revoke approval status on invoices regardless of the original approver, addressing a validation workflow bug.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-09 09:55:24 +00:00
michaelschal
5eca5adaec
Allow administrators to invalidate validated invoices
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Update Avoirs.tsx to permit administrators to change the status of validated invoices, while preventing other roles from doing so.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 09:54:29 +00:00
michaelschal
c60fdac0ae
Fix issue where task list does not update without manual refresh
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Resolve type assertion issue in `TaskFormInline` component within `Tasks.tsx` to ensure correct groupId propagation.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: full_checkpoint
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2025-09-09 08:51:08 +00:00
michaelschal
1f29641644
Update task module to automatically display updated information
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Fix an issue where the task module required a manual refresh to show the latest task data for director roles.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 08:50:09 +00:00
michaelschal
025bca2e38
Improve task module loading for director and manager roles
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Enhance Layout component to auto-select a store for director/manager roles and add a useEffect hook in Tasks page to invalidate the "/api/tasks" query when selectedStoreId changes for these roles.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 08:49:02 +00:00
michaelschal
27305d5706
Improve task display for directors by fixing query enablement logic
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Add conditional logic to the tasks query to ensure it is enabled for directors and managers, resolving issues with tasks not displaying without manual page reloads.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 08:48:27 +00:00
michaelschal
eb9ae1987c
Fix issue where director role doesn't see updated tasks
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Address a state synchronization problem in the task module, ensuring task updates are reflected without manual page reloads for users with the director role.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 08:34:36 +00:00
michaelschal
aae9d8a712
Improve task visibility for director and manager roles
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Update `Tasks.tsx` to enable data fetching for users with 'directeur' or 'manager' roles, provided a `selectedStoreId` is present, and for 'admin' roles without store selection restrictions.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
Replit-Commit-Checkpoint-Type: intermediate_checkpoint
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2025-09-09 08:33:25 +00:00
michaelschal
d96ae9c47d
Update task fetching to include user group information for accurate data display
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Include user group data in the task fetching API call to resolve issues with director roles not seeing tasks, ensuring correct data rendering without manual page reloads.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 08:32:31 +00:00
michaelschal
76d6988ae6
Improve task display for director role by enabling data fetching
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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.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 08:25:38 +00:00
michaelschal
2013b2cad8
Fix task display issue for directors on initial page load
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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.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 07:53:29 +00:00
michaelschal
592edeb3d1
Prevent changing status for validated invoices and disable selection
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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.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 06:10:41 +00:00
michaelschal
5a8b212f38
Prevent file uploads and edits after approval
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Disable file upload and editing functionalities for tasks once they have been approved.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 05:47:53 +00:00
michaelschal
7e432483db
Prevent uploads and edits for validated documents
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Disable file uploads and editing functionality for documents that have been validated or are marked as verified in the system.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-09 05:46:50 +00:00
michaelschal
45772a4fe0
Restrict manager webhook uploads and status updates, set default groups
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Refactor webhook controller and role-based access control to prevent managers from uploading files and setting status to 'received'. Update modal logic to assign the default group based on user role (assigned group for managers, group 1 for admins).
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:59:58 +00:00
michaelschal
6631ece2ab
Set default group based on user role for task creation
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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`.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:59:38 +00:00
michaelschal
ee5c122664
Restrict managers from changing status and uploading files via webhooks
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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.
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 20:58:58 +00:00
michaelschal
01b3e8288e
Restrict file uploads and status changes for managers
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Prevent managers from uploading files for 'Reçu' status and sending files via webhook.
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 20:58:20 +00:00
michaelschal
acbc36fda1
Improve display of commercial processing status for avoirs
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Adjusted the display of the "Traité por commercial" status by wrapping the icon in a div to ensure consistent tooltip behavior across different browsers.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:50:41 +00:00
michaelschal
c2edd36ccc
Add a tabbed interface to organize and filter financial records
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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.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:46:12 +00:00
michaelschal
ff9ec5c605
Add ability to view and manage comments on financial documents
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Implement a modal for viewing and managing comments associated with financial documents, enhancing user interaction and information display.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:37:17 +00:00
michaelschal
011be98ed0
Fix issue with empty amount fields not saving correctly
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Ensure that undefined optional fields in the Avoir update payload are converted to null for proper PostgreSQL compatibility.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:32:07 +00:00
michaelschal
734f8c26c7
Update invoice editing to correctly save financial amounts
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Refactor client-side logic for editing invoice amounts to use local state, ensuring accurate data persistence and preventing conflicts with form handling.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:25:36 +00:00
michaelschal
b787e46c7e
Fix issue preventing users from deleting numeric input values
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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.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:22:47 +00:00
michaelschal
1171556955
Fix error when setting monetary amount to zero or undefined
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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.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:12:19 +00:00
michaelschal
8038506168
Allow negative amounts to be processed in credit notes
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Update the credit note schema to accept all numeric values (positive, negative, zero) and handle null amounts by converting them to undefined.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:08:12 +00:00
michaelschal
91031b8c02
Allow zero and negative amounts for financial entries
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Update validation schema for financial entries to permit zero and negative values for amounts, and allow empty values for invoice references.
Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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2025-09-08 20:01:01 +00:00
michaelschal