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6 commits

Author SHA1 Message Date
David
fd2afeba4e Invoices: a machine chosen in the dropdown was never actually booked
Selecting a plant item in the Booked to dropdown silently did nothing. The menu
opened, the option highlighted, and clicking it produced no request at all — the
menu just closed. Reproduced with a real browser click: no POST to /book.

The menu is rendered with createPortal(..., document.body) because the line table
lives in an overflow-x-auto container that would clip an in-place dropdown. A
portal is not a DOM descendant of the component that made it, so the click-away
handler's `boxRef.contains(target)` reported every option as an outside click:
mousedown closed the menu, React unmounted the button, and the click that would
have booked it never landed. The menu now has its own ref and is treated as part
of the control. Verified with a real click — the booking posts, the site clears,
and the unbooked badge goes.

The site dropdown was never affected; it is a native <select>, outside the portal.

Also on this screen:

- The Booked to column needs min-w-[240px] with the two pickers stacked inside
  it. At 768px the column is only ~166px, so two 200px controls could not sit
  side by side; as flex children they compressed into each other by ~12px, and
  once they were not allowed to shrink they spilled past the edge of the table.
- Dropped the "Booked to income / VAT to SARS / Billed to customer / Still
  unbooked" money block, its component and the variables feeding it. The status
  line stays: "1 line not yet booked to a machine".

Typecheck and build green. Checked at 768x1024 and 375x812: no page overflow, no
control past the table edge, no tap target under 44px.
2026-10-03 15:43:46 +02:00
David
8423878b4f Invoices: fix the tablet layout and make booking an unbooked line obvious
On /income/invoices at tablet width the expanded invoice detail was unreadable
and the booking control was effectively unreachable.

- The line-item table is rendered inside a <td> of the invoice list's own
  scrollable table, so its 1200px width stretched the OUTER table to 1234px and
  the whole list scrolled sideways whenever a row was open. The detail is now
  measured with a ResizeObserver and given that pixel width, so it can no longer
  influence the outer table.
- Both tables' first columns are sticky left-0, and two nested stickies at the
  same offset stack on top of one another: the invoice number, the site and the
  period printed over each other. The detail wrapper is now sticky left-0 z-20,
  above the outer cell's z-10, so the inner table scrolls in its own box.
- The unbooked row tint was bg-[#D1495B]/[0.04] — 96% transparent — so every
  column a sticky cell covered bled through it on scroll. The tint is now the
  solid #FDF3F4 (dark #292934), repeated exactly on the sticky cells.
- The KPI row was flex-wrap, which sizes tiles by CONTENT, so the wide "booked
  to income" tile pushed the third one onto a second row below ~644px. It is a
  grid-cols-3 now, with the figures sized to the column.
- The machine picker and the site dropdown in the Booked to cell were flex
  children and compressed into each other by ~12px instead of sitting side by
  side. Both are shrink-0 now.
- Booking a line always saved on selection with no Save button, which read as
  "nothing happened". Unmatched rows now say so.

The booking API was already correct: a machine booking clears the site and posts
income, a site booking posts none. Verified at 768x1024 and 375x812.
2026-10-03 09:59:05 +02:00
David
123484a8c4 AGENTS.md: record the rules the charts and the site cards now depend on
Three things in here cost real time to work out, so they are written down
rather than left to be re-derived:

- The Recharts constraints behind the profit line (a Line is one <Curve>,
  so <Cell> cannot recolour a segment; a Line with its own `data` corrupts
  the shared categorical axis; profit Lines must be direct children or they
  vanish silently; the tooltip needs custom `content`).
- globals.css hard-codes the axis tick font size, which beats Recharts'
  tick.fontSize prop — so the 12px mobile bump has to happen in that CSS
  rule or nowhere.
- /sites now defaults to Cards and must be kept in step with IncomeView.

Plus the two deliberate palette exceptions (--color-chart-loss,
--color-chart-profit) and the client rulings behind them.
2026-10-03 09:20:29 +02:00
David
876619c3ac Invoices: keep the PDF on the invoice, and search the invoice's own words
Two things this question turned up.

The upload DID store the PDF, but on the intake record, never on the invoice
— so "Open invoice PDF" 404'd for every invoice imported through the app
while working for the older ones. The file now lives on invoices.source_pdf
and the intake record keeps only the provenance (who sent it, what was
parsed), rather than a second copy of the file. The document endpoint also
falls back to the intake record, which makes the seven already-stored
documents reachable again without a migration. All 10 now open.

The machine combobox searched only the register's own words, so an invoice
line reading "CB22 2.2 TON Roller Vibration" could never be matched to the
asset filed as "CAT 2,4TON RV" — the words simply were not in the list. The
line's own invoice code and description are now searchable too, so the two
sides of the same machine can actually be found from either direction.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-02 19:09:16 +02:00
David
baf0bddde6 Invoices: line-item extraction, booking to plant items, VAT-inclusive income
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>
2026-10-01 15:59:30 +02:00
Mega Plant
0516220110 Round 4: regressions fixed + mobile standard
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.
2026-09-12 12:05:43 +02:00