Registers:
- New register table with location association
- CRUD service + API routes (POST/GET/PATCH/DELETE /registers)
- Drawer sessions now link to a register via registerId
- Register ID persisted in localStorage per device
X/Z Reports:
- ReportService with getDrawerReport() (X or Z depending on session state)
- Z report auto-displayed on drawer close in the drawer dialog
- X report (Current Shift Report) button on open drawer view
- Report shows: sales summary, payment breakdown, discounts, cash accountability, adjustments
Daily Rollup:
- ReportService.getDailyReport() aggregates all sessions at a location for a date
- New /reports/daily endpoint with locationId + date params
- Frontend daily report page with date picker, location selector, session breakdown
Critical Fix:
- drawerSessionId is now populated on transactions when completing (was never set before)
- This enables accurate per-drawer reporting and cash accountability
Migration 0044: register table, drawer_session.register_id column
Tests: 14 new (register CRUD, drawer report X/Z, drawerSessionId population, daily rollup, register-drawer link)
Full suite: 367 passed
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- New Receipt tab in Settings page with editable fields
- receipt_header: text below logo (e.g. tagline)
- receipt_footer: thank you message
- receipt_return_policy: return policy text
- receipt_social: website/social media
- All stored in app_config, rendered on printed receipts
- Seeded in migration with empty defaults
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add employeeNumber and pinHash fields to users table
- POST /auth/pin-login: takes combined code (4-digit employee# + 4-digit PIN)
- POST /auth/set-pin: employee sets their own PIN (requires full auth)
- DELETE /auth/pin: remove PIN
- Lock screen with numpad, auto-submits on 8 digits, visual dot separator
- POS uses its own auth token separate from admin session
- Admin "POS" link clears admin session before navigating
- /pos route has no auth guard — lock screen is the auth
- API client uses POS token when available, admin token otherwise
- Auto-lock timer reads pos_lock_timeout from app_config (default 15 min)
- Lock button in POS top bar, shows current cashier name
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- app_settings table with encrypted field support (AES-256-GCM, key from ENCRYPTION_KEY env)
- SettingsService for transparent encrypt/decrypt on get/set
- EmailService factory with Resend and SendGrid providers (SMTP stub) — provider config lives in app_settings
- Seeds initial admin user and email settings from env vars on first startup if not already present
- Migration 0039_app_settings.sql
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New app_config key-value table for system settings, with in-memory cache (mirrors ModuleService pattern)
- GET/PATCH /v1/config endpoints for reading and updating config (settings.view/settings.edit permissions)
- Runtime log level: PATCH /v1/config/log_level applies immediately, persists across restarts
- Startup loads log level from DB in onReady hook (env var is default, DB overrides)
- Add structured request.log.info() to POS routes: transaction create/complete/void, drawer open/close, discount create/update/delete
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add Swedish rounding (nearest nickel) for cash payments at locations with cash_rounding enabled
- Add rounding_adjustment column to transactions, cash_rounding to locations
- Add POS schema to database plugin for relational query support
- Complete/void routes now return full transaction with line items via getById
- Test harness killPort falls back to fuser when lsof unavailable (fixes stale process bug)
- Add 35-test POS API suite covering discounts, drawer, transactions, tax, rounding, e2e flow
- Add unit tests for tax service and POS Zod schemas
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- New tables: lesson_plan_template, lesson_plan_template_section, lesson_plan_template_item
- skill_level enum: beginner, intermediate, advanced, all_levels
- Templates are reusable curriculum definitions independent of any member/enrollment
- POST /lesson-plan-templates/:id/create-plan deep-copies the template into a member plan
- Instantiation uses template name as default plan title, accepts custom title override
- Instantiation deactivates any existing active plan on the enrollment (one-active rule)
- Plan items are independent copies — renaming the template does not affect existing plans
- 11 new integration tests
- New tables: lesson_plan_item_grade_history (append-only), lesson_session_plan_item
- Grading an item updates current_grade_value and creates immutable history record
- Grading a not_started item auto-transitions it to in_progress
- Linking items to a session also auto-transitions not_started items
- Link operation is idempotent — re-linking same items produces no duplicates
- Endpoints: POST/GET /lesson-plan-items/:id/grades, GET /lesson-plan-items/:id/grade-history
- Endpoints: POST/GET /lesson-sessions/:id/plan-items
- 8 new integration tests
- New tables: instructor_blocked_date, store_closure (migration 0034)
- substitute_instructor_id column added to lesson_session
- Session generation skips blocked instructor dates and store closure periods
- Substitute assignment validates sub is not blocked and has no conflicting slot
- Routes: POST/GET/DELETE /instructors/:id/blocked-dates, POST/GET/DELETE /store-closures
- 15 new integration tests covering blocked dates, store closures, and sub validation
Structured lesson plans with nested sections and items per enrollment.
Deep create in one request, one-active-per-enrollment constraint,
auto-set startedDate/masteredDate on status transitions, progress %
calculation (skipped items excluded). 8 new tests (84 total).
Custom grading scales with ordered levels (value, label, numeric score,
color). Supports one-default-per-store constraint, deep create with
nested levels, lookup endpoint for dropdowns, and search/pagination.
12 new tests (76 total lessons tests).
Individual lesson occurrences generated from schedule slot patterns.
Idempotent session generation with configurable rolling window.
Post-lesson notes workflow with auto-set notesCompletedAt. Status
tracking (scheduled/attended/missed/makeup/cancelled) and date/time
filtering. 13 new tests (64 total lessons tests).
Links members to schedule slots via enrollments. Enforces max_students
capacity on slots and prevents members from double-booking the same
day/time. Supports status transitions and filtering. 11 new tests
(51 total lessons tests).
Recurring weekly time slots linking instructors to lesson types.
Includes day/time overlap detection, instructor and day-of-week
filtering, and 17 new integration tests (40 total lessons tests).
Foundation tables for the lessons module with full CRUD, pagination,
search, and sorting. Includes migration, Drizzle schema, Zod validation,
services, routes, and 23 integration tests.
- Remove all company_id references from dev-seed.ts (removed in 0021)
- seedPermissions now syncs role-permission assignments for system roles
when new permissions are added (e.g., vault.view assigned to admin)
- Fix enum migration: use text cast workaround for PostgreSQL's
"unsafe use of new enum value" error on fresh DB creation
Stores can enable/disable feature modules from Settings. When disabled,
nav links are hidden and API routes return 403. Designed as the
foundation for future license-based gating (licensed + enabled flags).
Core modules (Accounts, Members, Users, Roles, Settings) are always on.
- module_config table with slug, name, description, licensed, enabled
- In-memory cache for fast per-request module checks
- requireModule middleware wraps route groups in main.ts
- Settings page Modules card with toggle switches
- Sidebar hides nav links for disabled modules
- Default modules seeded: inventory, pos, repairs, rentals, lessons,
files, vault, email, reports
Secrets are encrypted at rest in the database. The derived encryption
key is held in memory only — on reboot, an authorized user must enter
the master password to unlock. Admins can also manually lock the vault.
- vault_config, vault_category, vault_category_permission, vault_entry tables
- AES-256-GCM encryption with PBKDF2-derived key + per-entry IV
- Master password initialize/unlock/lock/change lifecycle
- Category CRUD with role/user permission model (view/edit/admin)
- Entry CRUD with reveal endpoint (POST to avoid caching)
- Secret values never returned in list/detail responses
- vault.view/edit/admin RBAC permissions seeded
- 19 API integration tests covering full lifecycle
When a permission is set on a nested folder, traverse is automatically
granted on all ancestor folders so users can navigate to it. Traverse
only shows subfolders in listings — files are hidden. This prevents
orphaned permissions where a user has access to a nested folder but
can't reach it.
Hierarchy: traverse < view < edit < admin
Company table gains address and logo_file_id columns. New store
settings API: GET/PATCH /store for company info, full CRUD for
/locations. Settings page shows store name, phone, email, address,
timezone with inline edit. Location cards with add/edit/delete.
Settings link in admin sidebar. Fixes leftover company_id on
location table and seed files.
New document hub for centralized file storage — replaces scattered
drives and USB sticks for non-technical SMBs. Three new tables:
storage_folder (nested hierarchy), storage_folder_permission (role
and user-level access control), storage_file.
Backend: folder CRUD with nested paths, file upload/download via
signed URLs, permission checks (view/edit/admin with inheritance
from parent folders), public/private toggle, breadcrumb navigation,
file search.
Frontend: two-panel file manager — collapsible folder tree on left,
icon grid view on right. Folder icons by type, file size display,
upload button, context menu for download/delete. Breadcrumb nav.
Files sidebar link added.
Drop company_id column from all 22 domain tables via migration.
Remove companyId from JWT payload, auth plugins, all service method
signatures (~215 occurrences), all route handlers (~105 occurrences),
test runner, test suites, and frontend auth store/types.
The company table stays as store settings (name, timezone). Tenant
isolation in a SaaS deployment would be at the database level (one
DB per customer) not the application level.
All 107 API tests pass. Zero TSC errors across all packages.
Comprehensive test coverage for repairs: full status lifecycle (new →
picked_up), in_transit branch, pending_parts round-trip, delivered
alternate ending, reopen cancelled, validation errors, search by
instrument, filter by status and isBatch, notes CRUD with visibility
and status capture, service templates CRUD with soft-delete, signed
URL generation and access. Migration to set column default to new.
107 total API tests passing.
New tickets start as 'new' (just created, not yet examined). In Transit
is now a branch status off New for school pickups and shipped instruments.
Intake means the instrument has been physically received and documented.
Status progress bar, labels, filters, and default status all updated.
Removed debug logging from file upload endpoint.
New repair_note table for timestamped journal entries on tickets. Each
note captures author, content, visibility (internal or customer-facing),
and the ticket status at time of writing. Notes display as a running
feed on the ticket detail page with newest first. Internal notes have
a lock icon, customer-visible notes highlighted in blue. Supports add
and delete with appropriate permission gating.
Status progress bar component with visual step indicator, in_transit
status for instruments being transported to shop. Ticket detail page
reworked with inline edit form, reopen for cancelled tickets, photos
grouped by repair phase (intake/in_progress/completed). Intake form
now supports building estimates with template picker and manual line
items that carry over to the ticket. Service template API client and
types added for template search in line item dialogs.
Full-stack implementation of instrument repair tracking: DB schema with
repair_ticket, repair_line_item, repair_batch, and repair_service_template
tables. Backend services and routes with pagination/search/sort. 20 API
tests covering CRUD, status workflow, line items, and batch operations.
Admin frontend with ticket list, detail with status progression, line item
management, batch list/detail with approval workflow, and new ticket form
with searchable account picker and intake photo uploads.
- permission, role, role_permission, user_role_assignment tables
- 42 system permissions across 13 domains
- 6 default roles: Admin, Manager, Sales Associate, Technician, Instructor, Viewer
- Permission inheritance: admin implies edit implies view
- requirePermission() Fastify decorator on ALL routes
- System permissions and roles seeded per company
- Test helpers and API test runner seed RBAC data
- All 42 API tests pass with permissions enforced
- StorageProvider interface with LocalProvider (S3 placeholder)
- File table with entity_type/entity_id references, content type, path
- POST /v1/files (multipart upload), GET /v1/files (list by entity),
GET /v1/files/:id (metadata), GET /v1/files/serve/* (content),
DELETE /v1/files/:id
- member_identifier drops base64 columns, uses file_id FKs
- File validation: type whitelist, size limits, per-entity max
- Fastify storage plugin injects provider into app
- 6 API tests for upload, list, get, delete, validation
- Test runner kills stale port before starting backend
- Address field on member table (jsonb, same format as account)
- Members inherit email, phone, address from account when not provided
- State normalization: "Texas" → "TX", "california" → "CA" via shared util
- Member form drops zodResolver to fix optional field validation flashing
- Account name auto-format: "First Last - Account"
- US state lookup with full name + code support
- GET /v1/members with search across all members (includes account name)
- POST /members/:id/move with optional accountId (creates new account if omitted)
- primary_member_id on account table, auto-set when first member added
- isMinor flag on member create (manual override when no DOB provided)
- Account search now includes member names
- New account form includes primary contact fields, auto-generates name
- Members page in sidebar with global search
Replace unit_status and item_condition pgEnums with company-scoped lookup
tables that support custom values. Add account_payment_method table,
tax_exemption table with approve/revoke workflow, and CRUD routes for
processor links. Validate inventory unit status/condition against lookup
tables at service layer.
Separate table linked to product — keeps product table clean
when most items are not consignment. Tracks consignor (account),
commission percentage, min price, and agreement date.
33 tests passing.
- category table with hierarchical parent_id, sort ordering, soft-delete
- supplier table with contact info, account number, payment terms
- CRUD routes for both with search on suppliers
- Zod validation schemas in @forte/shared
- Products will link to suppliers via join table (many-to-many)
- 26 tests passing
- account table (billing entity, soft-delete, company-scoped)
- member table (people on an account, is_minor from DOB)
- account_processor_link table (maps accounts to any payment
processor — stripe, global_payments — instead of stripe_customer_id
directly on account)
- Full CRUD routes + search (name, email, phone, account_number)
- Member routes nested under accounts with isMinor auto-calculation
- Zod validation schemas in @forte/shared
- 19 tests passing
- User table with company_id FK, unique email, role enum
- Register/login routes with bcrypt + JWT token generation
- Auth plugin with authenticate decorator and role guards
- Login uses globally unique email (no company header needed)
- Dev-auth plugin kept as fallback when JWT_SECRET not set
- Switched from vitest to bun:test (vitest had ESM resolution
issues with zod in Bun's module structure)
- Upgraded to zod 4
- Added Dockerfile.dev and API service to docker-compose
- 8 tests passing (health + auth)
Turborepo monorepo with @forte/shared and @forte/backend workspaces.
Docker Compose dev env with PostgreSQL 16 + Valkey 8.
Fastify server with Pino JSON logging, request ID tracing, and
health endpoint. Drizzle ORM with company + location tables.
Includes:
- Root config (turbo, tsconfig, eslint, prettier)
- @forte/shared: types, schemas, currency/date utils
- @forte/backend: Fastify entry, plugins (database, redis, cors,
error-handler, dev-auth), health route, Drizzle schema + migration
- Dev auth bypass via X-Dev-Company/Location/User headers
- Vitest integration test with clean DB per test (forte_test)
- Seed script for dev company + location
