Commit Graph

12 Commits

Author SHA1 Message Date
Ryan Moon
b9e984cfa3 Add member address, state normalization, account inheritance, fix member form
- 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
2026-03-28 12:31:02 -05:00
Ryan Moon
ce2a61ced9 Fix empty string validation on all optional form fields across all schemas
Add opt() preprocessor that coerces empty strings to undefined before Zod
validation. Applied to every optional string field in account, member,
identifier, supplier, product, inventory unit, tax exemption, payment
method, and lookup schemas. Fixes forms rejecting blank optional fields.
2026-03-28 11:40:48 -05:00
Ryan Moon
c7b460c0bf Add member identifiers table for ID documents (DL, passport, school ID)
member_identifier table with type, value, issuing authority, expiry,
front/back image storage (base64 in Postgres), primary flag. CRUD
endpoints under /members/:memberId/identifiers. Zod schemas with
constrained type enum.
2026-03-28 09:38:01 -05:00
Ryan Moon
572af05a3f Add top-level members list, primary member on account, member move, combined create flows
- 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
2026-03-28 09:08:06 -05:00
Ryan Moon
01d6ff3fa3 Move tests to __tests__ folders, add unit tests for shared utils and services
Restructure tests into __tests__/ directories at package root so they can
be excluded from production builds. Add unit tests for dates, currency,
lookup service, payment method default logic, and tax exemption state
transitions.
2026-03-27 21:14:42 -05:00
Ryan Moon
0a2d6e23af Add lookup tables, payment methods, tax exemptions, and processor link APIs
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.
2026-03-27 20:53:30 -05:00
Ryan Moon
750dcf4046 Refactor all list APIs for server-side pagination, search, and sort
All list endpoints now return paginated responses:
  { data: [...], pagination: { page, limit, total, totalPages } }

Query params: ?page=1&limit=25&q=search&sort=name&order=asc

Changes:
- Added PaginationSchema in @forte/shared for consistent param parsing
- Added pagination utils (withPagination, withSort, buildSearchCondition,
  paginatedResponse) in backend
- Refactored all services: AccountService, MemberService, CategoryService,
  SupplierService, ProductService, InventoryUnitService
- Merged separate /search endpoints into list endpoints via ?q= param
- Removed AccountSearchSchema and ProductSearchSchema (replaced by
  PaginationSchema)
- Added pagination test (5 items, page 1 limit 2, expect totalPages=3)
- Updated CLAUDE.md with API conventions
- 34 tests passing
2026-03-27 19:53:59 -05:00
Ryan Moon
1132e0999b Add products, inventory units, stock receipts, and price history
- product table (catalog definition, no cost column — cost tracked
  per receipt/unit)
- inventory_unit table (serialized items with serial number,
  condition, status)
- stock_receipt table (FIFO cost tracking — records every stock
  receive event with cost_per_unit, supplier, date)
- price_history table (logs every retail price change for margin
  analysis over time)
- product_supplier join table (many-to-many, tracks supplier SKU
  and preferred supplier)
- Full CRUD routes + search (name, SKU, UPC, brand)
- Inventory unit routes nested under products
- Price changes auto-logged on product update
- 33 tests passing
2026-03-27 18:22:39 -05:00
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