One coherent pass over the two sibling document models, driven by a 3-lens
1:1 scan (~60 divergences inventoried) + user decisions. Migration adds
issued_orders.locked_by/locked_at and the issued_order_sections table
(mirror of scope_sections; applied to dev + test DBs).
Issued orders gained (offers as reference implementation):
- rich-text SECTIONS with CZ/EN titles, rendered on their own PDF page in
the PO template's red style (shared DocumentSectionSchema, one-transaction
create/update incl. items - fixes a torn-write bug)
- edit LOCKING (lock/heartbeat/unlock routes, 423 + holder name, 30s TTL =
3 missed 10s heartbeats; locked_by enrichment on detail)
- archived-PDF serving: GET /:id/file reads the NAS copy (new
readIssuedByNumber sweep) with live-render fallback + re-archive; offers'
/file got the same fallback (kills the 'ulozte nabidku' dead end)
- NAS cleanup on delete, in-tx po_number uniqueness (409), collision-advancing
number previews (also invoice previews), PUT returns assigned po_number
Offers hardened (issued as reference):
- VALID_TRANSITIONS enforced (no more numberless 'ordered' offers; invalidate
follows the table; order creation only from active offers) +
valid_transitions on detail
- explicit 400 instead of silent edits outside draft/active (mirrored on
issued: explicit 400 replaced silent drops)
- customer existence check + Number(null)->0 clear bug fixed; delete of a
linked offer -> 409 instead of P2003 500; error-token convention; Zod caps
DB-aligned (desc 500/unit 20/number 50/project_code 100, isoDateString
dates, ints for positions); audit old/new values + koncept fallbacks;
list id tiebreaks; stats include trimmed; NAS delete dedupe
Frontend unification (6 new shared modules):
- components/document/{DocumentItemsEditor,SectionsEditor,LockBanner}
- hooks/{useDocumentLock,useUnsavedChangesGuard,useDocumentPdf(+list variant)}
- OfferDetail 1940->1100 lines, IssuedOrderDetail 1400->980: headline-only
document number (form field removed), one form layout/readonly convention,
view-permission opens read-only everywhere (issued's editable-for-viewers
hole closed), server-driven transition buttons, dirty guard + Enter submit
on both, useApiMutation everywhere (new opt-in envelope mode), fixed
infinite spinner on failed detail fetch, draft PDFs hidden (no number yet)
- lists: supplier filter + count line on issued, Mena column dropped + mono
numbers on offers, shared hardened per-row PDF flow (spinner, double-click
guard, 401 close, blob cleanup), proper Czech quotes, real CTA empty
states, query-lib cleanups (["offers","customers"] key, typed list rows,
shared CurrencyAmount, retry:false on details)
- pdf-shared.ts: one escapeHtml/cleanQuillHtml(strict)/formatNum(NBSP)/
formatCurrency/formatDate for all four PDF routes; offer PDF keeps its
monochrome look (fractional qty fix: 1.5 no longer prints as 2); issued
PDF language now comes from the document column
+49 tests (suite 364 -> 413). Each stage passed an independent review; final
cross-stage integration review verified the FE<->BE contracts.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Accounting rule: nabidky, objednavky (incl. confirmation PDF) and objednavky
vydane are NOT tax documents - VAT belongs only on invoices. Per user
decision this is a FULL removal including DB columns.
- migration: DROP orders.vat_rate/apply_vat, issued_orders.vat_rate/apply_vat,
issued_order_items.vat_rate, quotations.vat_rate/apply_vat (applied to
dev + test DBs)
- services: net-only totals everywhere (computeIssuedOrderTotals(items) ->
{total}; enrichOrder/enrichQuotation net; per-currency list totals net)
- PDFs (offers, order confirmation, issued order): no VAT columns/summary,
single 'Celkem bez DPH' / 'Total excl. VAT' total, note under totals:
'Ceny jsou uvedeny bez DPH. DPH bude uctovano dle platnych predpisu.';
duplicate Cena/Celkem column merged (desc width 56%); orders-pdf render
extracted as exported renderOrderConfirmationHtml for testability
- frontend: Uplatnit DPH checkboxes, VAT selects and per-item VAT columns
removed from OfferDetail/OrderDetail/IssuedOrderDetail/
OrderConfirmationModal/ReceivedOrders manual-create; list footers read
'Celkem bez DPH'; invoice-from-order prefill now takes the company default
VAT (invoice decides its own VAT)
- tests: suites reworked to net math; new pdf-vat-note.test.ts pins the
exact cs+en note text and VAT-free layout on all three PDFs
Invoices and received invoices keep their VAT handling unchanged.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Add created_at to offer create/update schemas so user-selected date is stored instead of always defaulting to now()
- Translate payment method in invoice PDF based on language (Příkazem → Bank transfer, etc.)
- Add order_date and cnb_rate translation keys, replace hardcoded inline strings
- Remove duplicate has_order filter from offers backend route
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- Remove exchange_rate and exchange_rate_date from quotations (schema, service, PDF, form)
- Add item_description field to invoice_items (schema, migration, service, form, PDF)
- Add offer status/customer/order filters with tab-based UI
- Clean up offer statuses to active/ordered/invalidated
- Allow invalidate action for non-ordered offers (not just expired)
- Add fade animations on offers and invoices table data changes
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- feat: order confirmation PDF generation with VAT support
- feat: order confirmation modal with custom item editing
- fix: attendance negative duration clamping and switchProject timing
- fix: Quill editor locked to Tahoma 14px, PDF heading sizes
- fix: invoice/offer PDF font consistency (Tahoma enforcement)
- fix: invoice alert cron improvements
- fix: NAS financials manager edge cases
- refactor: numbering service with unique sequence constraints
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- NAS storage for created invoices (PDF via puppeteer), received invoices,
and offers with auto-save on create/edit
- Deterministic file paths derived from DB fields (no file_path column needed)
- Separate NAS mount points: NAS_FINANCIALS_PATH, NAS_OFFERS_PATH
- Invoice language field (cs/en) stored per invoice, replaces lang modal
- Invoices list filtered by month/year matching KPI card selection
- Centralized date helpers (src/utils/date.ts) replacing all .toISOString()
calls that returned UTC instead of local time
- Attendance project switching uses exact time (not rounded)
- Comment cleanup: removed ~100 unnecessary/Czech comments
- Removed as-any casts in orders and attendance
- Prisma migrations: add invoice language, drop received_invoices BLOB columns
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Critical:
- InvoiceDetail: sanitize notes HTML with DOMPurify
- OrderDetail: use proper DOMPurify import instead of window fallback
Important:
- AttendanceBalances: add fund_to_date to interface, remove as-any casts
- All schemas: replace z.any() with z.preprocess for boolean fields
- Routes: simplify boolean coercion (Zod handles it now)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Fixed offers, orders, attendance, scope-templates schemas — quantity,
unit_price, position, hours, minutes now use z.union([z.number(), z.string()])
with transform instead of bare z.number().
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
