- Fix account create form blocking on empty name when includeFirstMember
- Add noValidate to forms to prevent browser native validation on optional fields
- Show member number column on account members tab
- Replace DOB with phone in members table for better at-a-glance info
- Doc 02: Add member_identifier table, member_number, primary_member_id,
account_number auto-generation, isMinor override, tax_exemption as
separate table, member move, updated business rules
- Doc 03: Document lookup table pattern replacing pgEnums for status and
condition, add system/custom value distinction
- Doc 22: Mark all Phase 2 items as complete, add new tables to additions
section, update audit findings, note admin frontend exists
- 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
Theme system with 5 color presets (Slate, Emerald, Violet, Amber, Rose)
and light/dark/system mode. User menu in sidebar with theme picker and
sign out. Login page uses standalone dark branded styling with autofill
override. Auth persists in sessionStorage across refreshes.
Accounts list with paginated table, search, sort. Account detail page with
tabs for members, payment methods, tax exemptions, and processor links.
All sub-entities have create/edit dialogs and delete actions. Forms use
shared Zod schemas via react-hook-form.
Sets up the admin frontend with login page, auth guard, API client, Zustand
auth store, and all shadcn/ui components. Vite proxies /v1 to backend in dev.
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.
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.
Security fixes:
- Register route validates company exists before creating user
- Rate limiting on auth routes (10 per 15min per IP)
- Dev auth plugin guards against production use
- Main.ts throws if JWT_SECRET missing in production
Added Phase 2 audit doc (22) covering:
- Built vs planning doc comparison
- Security review with fixes applied
- Duplicate code patterns identified
- Standard POS feature gap analysis
- Music-specific feature gaps
33 tests passing.
Commission is default for most products. Simple model: employee
rate × sale price. Override table for exceptions (consignment at 0%,
category-level adjustments). Commission snapshotted at time of sale.
Covers consignment lifecycle, settlement workflow, POS integration,
accounting journal entries (commission income vs consignment payable),
reporting, and business rules. Consignment items use account entity
for consignors (not suppliers).
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
Replace stripe_customer_id on account with account_processor_link
table. Update account_payment_method to use processor enum +
processor_payment_method_id instead of Stripe-specific fields.
Supports multiple simultaneous processors for migration scenarios.
- 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
