Commit Graph
426 Commits
Author SHA1 Message Date
michaelschal edbf082c8d Remove informational comment types from the reconciliation system
Remove the 'info' comment type and its associated UI elements, icons, and default values across the client and shared schema.

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2025-09-10 09:26:57 +00:00
michaelschal dd0a8ca702 Add reconciliation comments for improved task tracking
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.

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2025-09-10 08:02:06 +00:00
michaelschal 13393b2381 Add comments and tabbed interface to reconciliation modal
Integrates a new `ReconciliationComments` component and `Tabs` UI element into the `ReconciliationModal` to support inline commenting and organize reconciliation data.

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2025-09-10 07:50:08 +00:00
michaelschal 890430c4c0 Make delivery comments read-only after reconciliation
Disables editing and displays a read-only status for delivery comments once reconciliation is validated, preventing modifications to comments on reconciled deliveries.

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2025-09-09 13:31:42 +00:00
michaelschal fc7fdb00db Add a feature to add comments to delivery reconciliation
Introduce a new modal component in the BLReconciliation page for users to add and save comments to delivery records.

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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
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.

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2025-09-09 13:24:19 +00:00
michaelschal 0f431676f5 Add ability to add comments to delivery verification records
Adds functionality to comment on delivery verification items, including a modal for text input and state management for comments.

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2025-09-09 13:22:40 +00:00
michaelschal 1936f0231b Update validation logic to allow unvalidation only after initial validation
Adjusted the unvalidation button's visibility and functionality to be conditional on the initial validation status, ensuring a sequential workflow.

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2025-09-09 11:48:03 +00:00
michaelschal c93b8738d5 Update task completion logic to include verification status
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.

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2025-09-09 11:12:36 +00:00
michaelschal 9347bb98d9 Enable administrators to revert task validation status
Update the validation button logic to allow administrators to revert task status from "Received" to "Requested" or devalidate verified tasks.

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2025-09-09 11:04:48 +00:00
michaelschal b2181665bb Allow administrators to unvalidate validated invoices
Update Avoirs page to allow administrators to unvalidate invoices, regardless of their verification status.

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2025-09-09 10:57:08 +00:00
michaelschal 5eca5adaec Allow administrators to invalidate validated invoices
Update Avoirs.tsx to permit administrators to change the status of validated invoices, while preventing other roles from doing so.

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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
Resolve type assertion issue in `TaskFormInline` component within `Tasks.tsx` to ensure correct groupId propagation.

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2025-09-09 08:51:08 +00:00
michaelschal 1f29641644 Update task module to automatically display updated information
Fix an issue where the task module required a manual refresh to show the latest task data for director roles.

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2025-09-09 08:50:09 +00:00
michaelschal 025bca2e38 Improve task module loading for director and manager roles
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.

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2025-09-09 08:49:02 +00:00
michaelschal 27305d5706 Improve task display for directors by fixing query enablement logic
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.

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2025-09-09 08:48:27 +00:00
michaelschal aae9d8a712 Improve task visibility for director and manager roles
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.

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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
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.

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2025-09-09 08:32:31 +00:00
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.

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 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.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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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.

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 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.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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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.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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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.

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 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.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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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.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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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.

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 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.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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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.

Replit-Commit-Author: Agent
Replit-Commit-Session-Id: 9fcf4b21-eb0c-4e53-a567-e2ce4a6ad869
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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.

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 18:59:12 +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.

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 18:56:43 +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.

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 18:53:27 +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.

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 18:43:02 +00:00