`assets` already carried latitude/longitude, but `sites` had nowhere to put a
pin — so there was no way to locate a site. Both fields added, matching the
plant collection's shape so the same map component can plot either.
Coordinates are entered as two plain number fields with an "open in maps" link
to verify the point, rather than a drag-to-pin map: the in-app Leaflet map is
still being worked on, and a coordinate is usually copied off some other map
anyway. Clearing removes the pin rather than leaving half a coordinate, which
would plot in the Gulf of Guinea and read as "located".
Bounds are checked server-side, not just in the form: a point outside South Africa
is refused with the numbers echoed back, because a swapped pair or a dropped
digit is far likelier than a machine abroad. 0,0 is rejected by the same rule.
The sites list marks each row as pinned or "no pin", with a banner counting the
gaps, so an unlocated site is visible without opening it.
While checking this, found that all 44 assets carry the SAME coordinate
(-26.1016, 28.3487) — the Plant Map currently stacks every marker on one pin
while reporting "44 located on the map". Left alone, but worth knowing.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The /sites table showed seven columns and needed roughly 493px of a 343px
viewport once the page padding is taken off, so at phone width the row was a
sideways scroll with the sticky Site column sitting on top of the figures —
the same trap the invoice table had.
Below sm it now shows Site, Total incl VAT and Unbooked. The ex-VAT and VAT
columns hide, but their split is not dropped: it moves under the total as two
stacked lines, "ex 161 367,50" and "VAT 24 205,13", which is the same
information the columns carried without the width.
The split is stacked rather than on one line because "161 367,50 + 24 205,13"
is wider than the total it annotates, which pushed the row back over the
viewport. The unbooked badge drops its word on mobile for the same reason — the
row is already tinted, and the count plus icon carry the meaning.
Width budget for the three visible columns: 154 + 102 + 60 = 316px of 343px.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The container lines (MPLANT04/MPLANT05) have no matching plant item, so they
sat unbooked forever with no way to account for them. They can now be booked
to a SITE instead.
`sites` is a new PocketBase collection derived from the invoices — each
distinct invoice site becomes a site, created as invoices are imported. They
are never hand-typed, and never deleted: a site can carry notes and hold line
bookings, so removing one would orphan that history.
/sites lists every site with its revenue ex VAT, its VAT, the total billed,
how many invoices and machines it carries, and how many lines are still
outstanding. Each row links to a detail page listing the site's invoices and
every line item with its ex-VAT/VAT/total split. Nav: Dashboard is now a
group with Overview and Sites.
Booking a line to a site posts NO income — there is no machine to carry it —
it only marks the line accounted for, so it stops showing as unbooked. Exactly
one of booked_asset / booked_site is ever set, and a line with neither is what
surfaces as unbooked everywhere.
One container per site, as specified: once a machine-less line has taken a
site, that site is withheld from the next one's picker and shown disabled
("already has one") rather than hidden. Free sites sort to the top. The rule is
enforced server-side too, so it does not depend on the UI being the only way in —
re-posting a taken site is refused with 409. Verified: booking The Hills, then
trying again, then taking West Park, and the remaining line sees 8 free and 2
taken. Clearing a booking frees its site.
The site picker only appears on lines that need it — no machine, or one already
booked to a site — so fully-booked rows keep a single control.
Also fixed the Sidebar's group-active check, which derived its prefix from the
first child. For a group whose first child is "/" that yields "/" and matched
every route, so Dashboard would have been highlighted on every page.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
A screenshot at phone width showed an "INVOICE | LINES | TOTAL | STATUS"
header row while the data under LINES was money. The header and its data cell
had drifted apart: the earlier pass hid the Lines <td> but not the matching
<th>, because the loop that added the hide classes only matched text-left
headers and Lines is text-right. So the Total values rendered under a heading
that named a column which no longer existed.
The same screenshot showed the totals clipped — "41,710.50" reading as
"710,50". With only three columns left, the 520px min-width was still forcing
a sideways scroll, and the opaque sticky first column then sat on top of the
left of the money values. The mobile floor is gone, so the three remaining
columns size to their content, and the sticky and status gutters are trimmed
at mobile widths to let them fit 375px.
Below sm the table is now exactly Invoice, Total, Status — and every header
matches a visible cell.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Audited the invoice UI against the Round 4 checklist and fixed four things.
The summary table carried eight columns at a fixed 820px min-width, which at
375px is a long sideways scroll through three figures before reaching the
status badge — the one thing that needs acting on. Below sm it now keeps only
Invoice, Site, Total and Status, and drops to a 520px min-width, so the useful
columns are readable without scrolling. Period, line count and the ex-VAT/VAT
split are one tap away in the expanded detail, and the full eight columns
return from sm up where there is room.
The summary table also had no right-edge fade. Rule 4 asks for a visible
affordance on any wide table and it was simply missing, so scrolling sideways
looked like the table ended. Same for the month grid on /income, which was also
missing -webkit-overflow-scrolling. Both now share components/ScrollFade.
Two 10px labels in the app header ("Overheads 2026", "FY") were invisible at
375px but visible from 640/768px — and 768x1024 is one of the two sizes the
checklist tests, so they were a rule-2 violation at tablet width. Bumped to
12px. PlantRegisterTable's 10px filter count was checked and left alone: it
sits inside hidden lg:flex, so it never renders on mobile.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Re-offering a PDF that is already in the register did the safe thing — nothing
was written, no income double-counted — but reported it as a failure, which
was wrong twice over. No toast fired, so if the dialog were not in front of
you the click looked unacknowledged; and it filed an entry in the retry inbox,
where a duplicate is a trap: re-offering it can never succeed unless the
original is deleted first, so it sat in a list of things to fix that could not
be fixed.
Duplicates now get their own status. Nothing is written, no inbox entry is
created, the dialog closes and a notice toast names the copy already held —
site, line count and total — so it is obvious which one it matched. Amber
rather than teal, because nothing was imported and a success-coloured toast
would misread.
Verified by re-uffering PHI 169: invoices 10->10, lines 31->31, inbox 7->7,
failed 0.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The confirmation now arrives at the top of the screen instead of the bottom,
and is a solid teal panel rather than a white card with a green icon — at a
glance it reads as a system success message rather than a quiet note.
Teal rather than a literal green: #00798C is already this app's success
colour (the "All booked" badge, the income tiles, the import button), so a new
hue would have been off-palette. Solid fill with white text reads unambiguously
as confirmation, where the previous white card could be missed.
Slides down from above rather than up from below. Honours the notch on mobile
via env(safe-area-inset-top) and keeps a 44px dismiss target on the new fill.
The unused tone prop went with it — failures stay in the dialog, so the toast
is only ever a success.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Closing the dialog on success left the OK click completely silent — the user
had to go hunting the table for the new row to find out whether anything had
happened. A toast says so plainly and then gets out of the way.
It carries the useful part: invoice number, line count, billed total, how many
lines booked, and — the bit that actually needs action — the machine codes
that could not be matched, named rather than left for the user to infer from
the badge. Auto-dismisses after six seconds, dismissible by hand, and clears
when the dialog is reopened.
Announced via role=status / aria-live=polite rather than assertively: a
confirmation is not urgent and should not cut into whatever a screen reader
is currently saying.
No toast library — the app needs exactly one, and a dependency would carry
far more surface than that. Sits above the dialog's z-50, full-width on
mobile and bottom-right from sm up, with a 44px dismiss target.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
An import that worked left the modal sitting there with a green message,
blocking the table it had just added a row to. Success now resets the dialog
and closes it, and the refreshed table is the confirmation.
A failure deliberately keeps it open: the reason is the whole point, and the
problem inbox entry alone does not stop the user from wondering what the
modal was trying to tell them. Anything still needing attention after a
successful import (an unassigned line) is already badged on the invoice's
row, so nothing is lost by closing.
With success no longer rendering in the dialog, the result state was carrying
a boolean that could only ever be false, so it collapsed to the error itself.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The upload panel expanded inline above the table, which pushed the list down
the page every time it opened. It is now a standalone modal: backdrop,
Escape to close, body scroll locked, sheet on small screens and a centred
dialog from sm up. The file is chosen or dropped into the modal and nothing
is sent until OK — a mis-drop can be cleared without leaving a stray record
in the inbox. Cancel, a busy state and inline size/type errors round it out.
The status column carried two extra lines on every single row — a multi-site
note and a "booked R X · R Y VAT" figure — which is repetition: the figures
are already in the Revenue/VAT/Total columns, and the note restated something
the client ruled on. Both are gone, leaving just the booked/unbooked badge,
which is the only thing that needs acting on. The per-row booking figures
stay available in the expanded detail.
The plumbing those two lines used — the multi-site cross-invoice lookup and
the per-row booked/VAT totals — is now unused and removed with them.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Extraction was previously manual: an agent read each PDF, mapped the columns
by hand and wrote data/source/invoice-*.json. That was the only way anything
got in, and the upload button just filed the document without reading it.
That supplier's report is one fixed template — the columns sit at identical
x-positions on every invoice, and only the line count and page count vary —
so the figures are now read by coordinate instead. Deliberately not an AI
extractor: this input does not need one, and a deterministic parse that fails
loudly is worth more here than a flexible one that can hallucinate a total.
lib/invoice-parser.ts reads the header, the machine lines across all pages,
the "Plant Hire Total" row and the SUB TOTAL / Escalation / PLUS VAT /
INVOICE TOTAL block, then applies the same arithmetic gates the seed does:
lines must sum to the subtotal, each line must satisfy qty x rate = amount
and amount + VAT = total, and VAT must match the stated rate. Anything that
does not reconcile is refused with the reason — never partially imported.
Validated by parsing all five existing invoices and comparing every field
against the hand-extracted JSON: identical, including the R24,205.13-VAT
column that a plain text read gets wrong. PHI 169 was then deleted and
re-ingested through the HTTP endpoint alone and came back field-for-field
identical, with no agent involved.
- "Add Invoice" drops a PDF in and imports it; lines are matched to plant
items by the code the invoice prints, and an unmatched line (the
container codes MPLANT04/MPLANT05) is left unassigned rather than guessed.
- A "Problem invoices" inbox lists every PDF that failed, with the reason,
and Retry re-reads the stored document and re-runs the parse. Retry
re-reports rather than claiming success, and only files imported data.
- invoice_intake collection records each attempt.
pdfjs-dist is in serverExternalPackages: bundled, it rewrites its own lazy
worker import to a .next path absent from the standalone image and every
parse dies with "Setting up fake worker failed". The parser also copies the
buffer before handing it over, since pdfjs transfers and detaches it.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Single line, TLB07-CASE 570 ST at 87.00 Hr x R280.00 = R24,360.00 ex VAT,
plus R3,654.00 VAT (15%) for R28,014.00. Escalation is zero, as on every
invoice in this run.
Extracted by coordinate and confirmed against the rendered page.
TLB07 is also on PHI 171 (Cosmo City) over the same period, which the
multi-site ruling covers, so both book to TLB07.
Verified through the real buildIncomeRows: September now totals R369,055.13
across 11 machines, matching the sum of all five invoice totals, with zero
unbooked lines and every machine's month cells equal to its own YTD.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Fifth line set from the September 2026 plant-hire run. All five codes map
cleanly to register assets, so nothing is left unbooked this time:
MPLANT05 to SC01, RV-01-CAT to RV01, TLB06-CASE to TLB06, TP601-TATA to
TP601, TP602-TATA to TP602.
Extracted by coordinate and confirmed against both rendered pages. The
R14,548.50 column is PLUS VAT (15%), not escalation - escalation is R0.00.
SC01 and TP601 each pick up a second site this period, which the multi-site
ruling covers, so those lines book to the same machine as before.
Verified through the real buildIncomeRows: September now totals R341,041.13
across 11 machines, matching the sum of all four invoice totals, and every
machine's month cells still equal its own YTD.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
WIP carried over from the working tree, committed separately so it does not
sit inside the invoice work.
- inline Edit cells for code / name / type and an active toggle
- GET /api/assets/:id/impact returns the cascade counts so the client can
confirm before a delete
- DELETE /api/assets/:id hard delete; PocketBase cascade clears the dependent
income / running / cost-line rows
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds an Invoices sub-menu under /income with a summary table (one row per
invoice, click to expand the full detail) and the data model behind it.
Data:
- invoices + invoice_lines PocketBase collections, created idempotently by
scripts/setup-invoice-collections.mjs
- line items transcribed from PHI 166/167/171 with per-invoice arithmetic
validation in the seed; a bad invoice is refused without blocking the rest
- invoice-*.json in data/source are auto-imported, so adding an invoice is
one file
Booking:
- manual book-in per line (Booked to), grouped by category
- POST /api/invoice-lines/:id/book moves the income row rather than adding a
second one, so a booking can be changed freely
- scripts/book-invoice.mjs is idempotent: rows are stamped with
monthly_income.invoice_line and replaced on re-run
- booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat),
read by both the app and the CLI so they cannot disagree
Money:
- the R24,205.13 column on these invoices is PLUS VAT, not escalation. The
seed now rejects VAT that disagrees with the stated rate.
- booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the
VAT stays visible rather than hidden.
Uploads:
- drag-and-drop PDF attached to invoices.source_pdf
- GET /api/invoices/:id/document proxies it — the collection is rule-locked,
so a direct PocketBase /api/files link 404s in a browser
Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into
months[i], so a machine with two income rows in one month (one per invoice,
which is normal multi-site use) showed only the last. SS01 September read
R20,700 instead of R35,305 while its own YTD included both. Months now
accumulate, per-month profit is computed once after accumulation, and
lib/rows.test.ts pins it.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- public/brand/logo.png: 117×115 transparent PNG (source)
- public/icons/icon-192.png, icon-512.png, icon-maskable-512.png: PWA icons derived from logo
- public/icons/favicon.png (64), favicon-32.png (32): favicon sizes
- icon-maskable-512: logo on #003D5B indigo background, 80% safe zone
- layout.tsx: header logo + mobile drawer logo both use the new image
- Sidebar.tsx: drawer header logo uses the new image
- metadata.icons updated to include favicon sizes
- <link rel='icon'> added for 32×32 and 64×64 favicons
Part A — Round 3 regressions:
- A.1: verify-cost-reconciliation.mjs now loads .env.local, wraps in try/catch, exits 1 on any failure
- A.2: Vehicle Costs restored Santam — back to R 14,996.31 (matches row-by-row sum)
- A.3: incl<excl / VAT math / VAT>20% now FATAL — seed exits 2 with full report (4 anomalies on Charl-CCS + Buildsmart)
- A.4: Reconciliation target R 694,962.93 with both deltas itemised (Personnel +R19,800, Santam -R5,322.44, unexplained R 0.00)
- A.5: 'Lines' view uses actual lines (recharts LineChart), no fills; fills only in 'Cost stack'
Part B — Mobile standard:
- B.1: header wraps to 2 rows on mobile; YTD badge cards stack; page-wide overflow eliminated on /income, /charts, /overheads, /running, /expenses
- B.2: IncomeView card row layout stacked — name gets its own line on mobile, never truncated to single char
- B.3: Plant type filter is a <select> dropdown below lg (was 18 pills wrapping to 13 rows); same for sort on /income and /running
- B.4: Plant table first column sticky; -webkit-overflow-scrolling: touch; tables scroll inside their own container
- B.5: All buttons/links use min-h-[44px] tap targets; text below 12px is bumped where it matters
- B.6: Charts legend wraps below title; chart min-height h-44 → h-52 on mobile
- B.7: paddingTop env(safe-area-inset-top) on sticky header for notch/home indicator clearance
AGENTS.md created with the standing mobile checklist rule.
- A.1: fixed_expenses per month now threaded through to chart bucket
- A.2: null = no data (forecast), 0 = real plotted zero — distinguishable
- A.3: x-axis clipped to last actual month (IncomeAreaChart + IncomeBarChart + MachineLineChart)
- A.4: chart hues as CSS vars (--color-chart-income/fixed/running) — deeper steps of same hues, validated for CVD
- A.5: chart-type toggle (Lines / Cost stack / Profit) + localStorage persistence + dynamic legend
- A.6: profit on charts page comes from computeProfit()
- B.1: deleted /expenses/plant-overheads, /expenses/insurance, /expenses/tracking (all empty); added /expenses/vehicles; ExpenseSectionPage now has an empty state
- B.2: captured R 157,200 Personnel block, R 100,000 Maintenance, R 10,000 Petty Cash; roll-up reconciles to R 675,162.93 (= sum of non-Plant non-Santam rows; workbook grand total R 1,110,486.87 is internally off by R 14,477.56 vs its own rows)
- B.3: seed flags incl<excl, VAT>20%, broken VAT math — does NOT silently correct; 4 anomalies reported on Charl-CCS + Buildsmart
- B.4: noted that workbook Vehicle Costs subtotal skips Santam (app R 9,673.87 is correct; workbook is wrong)
- B.2 reconciliation assertion added to verify-cost-reconciliation.mjs
- Sidebar updated: Vehicles added, Insurance/Tracking/Plant-Overheads removed
