Commit Graph

7 Commits

Author SHA1 Message Date
ryan
b9798f2c8c feat: accounting module — schema, migration, Zod schemas, AR balance service
Phase 1 foundation:
- Migration 0047: all accounting tables (invoice, payment_application,
  account_balance, account_code, journal_entry, billing_run), chart of
  accounts seed, nextBillingDate on enrollment, accounting module config
- Drizzle schema file with all table definitions and type exports
- Zod validation schemas (invoice, payment, billing, reports)
- AccountBalanceService: materialized AR balance per account

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-06 12:00:34 +00:00
Ryan Moon
b8e39369f1 feat: add app settings table, encryption utility, and generic email service
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Build & Release / build (push) Failing after 35s
- 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>
2026-04-05 10:27:20 -05:00
ryan
7b15f18e59 feat: add core POS module — transactions, discounts, drawer, tax
Phase 3a backend API for point-of-sale. Includes:

Schema (packages/backend/src/db/schema/pos.ts):
- pgEnums: transaction_type, transaction_status, payment_method,
  discount_type, discount_applies_to, drawer_status
- Tables: transaction, transaction_line_item, discount,
  discount_audit, drawer_session
- Transaction links to accounts, repair_tickets, repair_batches
- Line items link to products and inventory_units

Tax system:
- tax_rate + service_tax_rate columns on location
- tax_category enum (goods/service/exempt) on product
- Tax resolves per line item: goods→tax_rate, service→service_tax_rate,
  exempt→0. Repair line items map: part→goods, labor→service
- GET /tax/lookup/:zip stubbed for future API integration (TAX_API_KEY)

Services (export const pattern, matching existing codebase):
- TransactionService: create, addLineItem, removeLineItem, applyDiscount,
  recalculateTotals, complete (decrements inventory), void, getReceipt
- DiscountService: CRUD + listAll for dropdowns
- DrawerService: open/close with expected balance + over/short calc
- TaxService: getRateForLocation (by tax category), calculateTax

Routes:
- POST/GET /transactions, GET /transactions/:id, GET /transactions/:id/receipt
- POST /transactions/:id/line-items, DELETE /transactions/:id/line-items/:id
- POST /transactions/:id/discounts, /complete, /void
- POST /drawer/open, POST /drawer/:id/close, GET /drawer/current, GET /drawer
- CRUD /discounts + GET /discounts/all
- GET /products/lookup/upc/:upc (barcode scanner support)

All routes gated by pos.view/pos.edit/pos.admin + withModule('pos').
POS module already seeded in migration 0026.

Still needed: bun install, drizzle-kit generate + migrate, tests, lint.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 16:26:38 +00:00
Ryan Moon
77a3a6baa9 Add categories and suppliers with CRUD routes
- 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
2026-03-27 18:07:46 -05:00
Ryan Moon
5ff31ad782 Add accounts, members, and processor-agnostic payment linking
- 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
2026-03-27 17:41:33 -05:00
Ryan Moon
979a9a2c00 Add user auth with JWT, switch to bun test
- 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)
2026-03-27 17:33:05 -05:00
Ryan Moon
c1cddd6b74 Phase 1: Monorepo scaffold, database, and dev environment
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
2026-03-27 14:51:46 -05:00