mega-plant/AGENTS.md

AGENTS.md — Mega Plant

Mobile checklist (Round 4 standing rule)

Every page must pass the mobile checklist before it is considered complete:

1. No horizontal page scroll at 375px. Individual tables may scroll inside their own container; the page itself may not.
2. No text under 12px on mobile. Bump text-[10px] labels up.
3. No tap target under 44×44px. Keep the visual size if you like — add padding to the hit area.
4. Wide tables scroll inside their own container with a sticky first column and -webkit-overflow-scrolling: touch. Add a visible scroll affordance (e.g. right-edge fade).
5. Filter controls collapse below lg — pills become a <select> dropdown. Don't stack 13 pills into 13 rows.
6. Verify at 375×812 and 768×1024. Run document.documentElement.scrollWidth > document.documentElement.clientWidth and confirm it returns false. Count tap targets and text sizes. Screenshot every route.

If a route fails any of the above, it is not done.

Build / dev

• npm run dev → port 6007 (nohup-detached: nohup npm run dev > /tmp/plant-dev.log 2>&1 & disown)
• npm run build → 15 routes, webpack mode (PWA is webpack-only)
• npm run typecheck → npx tsc --noEmit
• npm run seed → wipe + re-import data/source/*.json into PocketBase. Fails loudly on any unmatched row or broken VAT.
• node scripts/setup-invoice-collections.mjs → create the invoices / invoice_lines collections (idempotent).
• node scripts/book-invoice.mjs → post invoice lines into monthly_income as additional rows.

Invoices — adding another one

scripts/seed.mjs imports every data/source/invoice-*.json automatically, so a new invoice is one file in that folder — no script edit. Each needs invoice_no, the period, vat_pct, the header totals and a lines array. The seed re-checks the arithmetic on every invoice and refuses any one that does not balance, while still seeding the others.

⚠️ npm run seed deletes and recreates the invoices rows, so any PDF uploaded through /income/invoices is lost on the next seed and must be re-attached. Copy the PDFs somewhere durable first — they are not in the repo.

invoices.site is a plain text label transcribed from the invoice's own description (PHI 166 → "West Park", PHI 167 → "Halfway Gardens"). There is no sites collection yet — build one when the client has sites to list, and back-fill site from this field.

Internal vs external invoices — one collection, two pages

The register is split in two by the debtor printed on the invoice:

• /income/invoices — Internal Invoices. The debtor is a Mega group company.
• /income/external-invoices — External Invoices. The debtor is a third party.

This is one invoices collection filtered two ways, never two collections. Do not "fix" it by giving each page its own collection — that would let a row exist on neither page and make the totals unable to reconcile against /income. The split lives in lib/invoice-party-policy.json (the entity list) and lib/invoice-party.ts (the matching), and both pages render through the single components/InvoiceRegisterPage.tsx, so they cannot drift apart the way two hand-written pages would.

As of 2026-10-08 this splits the 19 invoices in the register 16 internal / 3 external:

• Internal — debtor Mega Infrastructure, no 09MIS001. All the seeded data/source/invoice-*.json files.
• External — PHI 178 (09CIG001), PHI 186 (09DTE001), PHI 192 (09DAS001).

⚠️ A third-party invoice may carry an empty debtor name and only a debtor_no. All three external invoices do exactly that. So the policy matches on name OR debtor number, never name alone — matching by name only would misfile every one of them. An invoice naming neither is never internal: it lands on External and the page reports it as unclassified.

Three consequences that are easy to get wrong:

• Every write must revalidate BOTH pages. Booking a line, importing a PDF and retrying an intake can land on either side depending on the debtor, so a bare revalidatePath("/income/invoices") leaves the other page showing stale rows. Use revalidateInvoicePages(...) from lib/invoice-revalidate.ts — never a bare revalidatePath for anything touching invoices or invoice_lines.
• Route paths are client-safe; the revalidate helper is not. lib/invoice-routes.ts holds the path constants and imports no next/*, so a client component may import it. lib/invoice-revalidate.ts imports next/cache and is server-only.
• The two routes are siblings, never nested. isGroupActive in Sidebar.tsx matches a child by path prefix, so /income/invoices/external would satisfy the prefix test for both leaves and highlight "Internal" and "External" together.

invoices.category is "External Plant Hire" on every invoice, internal ones included — it is the supplier's own wording transcribed from the PDF, not this internal/external classification. Never derive the split from it.

The name on an invoice means two different things

invoices.site is a SITE on an internal invoice and the SUPPLIER on an external one. Same field, different meaning — so the column header follows the page (Site on Internal, Supplier on External) and only the external one is editable.

• Internal — transcribed from the invoice's description and folded against the existing sites by resolveSiteName. Read-only in the UI; changing it would move real site data.
• External — the PDF does not print the supplier's company name, so there is nothing to transcribe. A human types it on /income/external-invoices (components/SupplierCell.tsx, PATCH /api/invoices/:id/site). Saves on blur or Enter, never per keystroke; an empty value clears the name.

The three external invoices are seeded that way and their names are not yet known — ask the client rather than inventing them. Until then the page shows Set supplier.

⚠️ syncSitesFromInvoices and buildSiteSummaries only ever consider INTERNAL invoices. This is what keeps the sites page honest. PHI 192's description is "Crane Truck Hire 17 September 2026 Move containers", which had registered a site literally called "Move containers" — a job description, not a yard — on /sites, on the dashboard's per-site chart and in the plant register's site filter. The site record is left in the collection (never delete — see above); it is simply no longer surfaced, and the count went 13 → 12.

External income is not lost by this: it is booked to a machine and still appears on /income and /charts. It is simply not a site.

The plant register's site dropdown still reads the sites collection directly, so "Move containers" remains selectable there. That is deliberate — a container genuinely can be parked for a move job — but change it if the client disagrees.

Invoice booking — run order matters

npm run seed wipes monthly_income and re-imports only the workbook, so invoice-derived income is destroyed on every seed. Always:

npm run seed && node scripts/book-invoice.mjs

Booking is idempotent: each posted row is stamped with monthly_income.invoice_line, and re-running removes the prior invoice-derived rows before re-inserting. Rows with an empty invoice_line are workbook data and are never touched.

An invoice line with no booked_asset is left unbooked and reported loudly — never guessed at. Assign it from /income/invoices (the Booked to column), or set asset_code in the relevant data/source/invoice-*.json and re-run the pair above.

One machine, many sites — not a duplicate

A machine hired to more than one site in the same month is normal use, not a duplicate billing. Client ruling, 2026-10-01. Such a line is booked to the same machine as income, and every hire accumulates on that one asset.

• MPLANT05 (SC01) → PHI 166 West Park and PHI 171 Cosmo City, same period.
• SS-01-CASE (SS01) → PHI 167 Halfway Gardens and PHI 171 Cosmo City, same period.

findDuplicateMachineCodes still finds these overlaps, but the result is informational, not a problem: it must never tint a row red, badge it as unbooked, or block booking. The income figure's hover/tap breakdown shows each machine's full hire history across sites, which is where a multi-site machine should be read. Only an unbooked line is a real problem.

The register has no MPLANT04 / MPLANT05 codes, so those map to OC01 / SC01 as the consistent target — chosen, not derived. Confirm with the client if either should differ.

Site monthly chart — which month an invoice lands in

/sites plots one sparkline per site (billed per month) and a site's row expands to the invoices behind each month. buildSiteSummaries (lib/sites.ts) produces both.

The month is always the invoice's booked_month, never invoice_date and never period_from. seed.mjs sets booked_month/booked_year from the month of period_to, which is the same rule that posts the income into monthly_income. So a site's September total on /sites is the same rand as the September column on /income — the two screens cannot disagree. PHI 166 (period 21 Aug → 18 Sep) therefore books to September. Re-deriving the month any other way is the one way to break this.

Other rules worth not re-learning:

• A month total is the sum of that site's lines, not the invoice header total. One invoice carries many lines to a site (PHI 166 has five), so an invoice is listed once per month with its lines accumulated — never one card per line.
• months[] is 12 slots of null for "no invoice", never 0. A site whose billing starts in September is not eight months of zero.
• The series covers ONE year — latestInvoiceYear(invoices), the max booked_year. Months from other years are dropped, not folded in, and the panel says so.
• SiteSummary.pinned exists because the table is a client component and cannot look the site up in the sites collection itself.
• /sites defaults to the Cards view, deliberately mirroring IncomeView — same toolbar, same card shape, same 12-month strip on expand, same three-up footer. The client likes the vehicles overview and asked for the sites to read the same way, so keep the two in step when either changes. Grid is the old table, kept as a toggle. The site detail link lives inside the expanded panel only — a card is a <button>, so a nested <a> would be invalid HTML.

Nested wide tables — the sticky-column trap

/income/invoices expands an invoice row into a line-item table inside a <td> of the invoice list's own scrollable table. Two things break if this is not pinned down, and both look like a rendering glitch rather than a layout bug:

• The inner table's min-width propagates up and stretches the outer table (820px became 1234px). The whole list then scrolled sideways whenever a row was open. The detail is now measured with a ResizeObserver and given that pixel width, so it cannot influence the outer table.
• Both tables' first columns are sticky left-0, and two nested stickies at the same offset stack on top of each other — the invoice number, the site and the period all printed over one another. The detail wrapper is sticky left-0 z-20 (above the outer cell's z-10) and holds a fixed width, so the inner table scrolls inside its own box and is the only sticky in it.

A sticky cell must have an OPAQUE background. The unbooked rows were tinted bg-[#D1495B]/[0.04] — 96% transparent — so every column they covered bled through them on scroll. The row tint is now the solid #FDF3F4 (dark: #292934) and the sticky cells repeat it exactly.

Two more traps on this screen: a flex-wrap KPI row 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. And 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, and when they were not allowed to shrink they spilled past the edge of the table.

The machine dropdown — a portal is NOT inside its trigger

MachineCombobox renders its menu 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. The click-away handler tested boxRef.contains(target), so every option in the menu read as an outside click: mousedown closed the menu, React unmounted the button, and the click that would have booked it never fired. Selecting a machine silently did nothing — the menu just closed. The menu now has its own ref and is treated as part of the control.

Symptom to recognise: a dropdown opens, options highlight, and choosing one does nothing at all — no request, no error, no change. Suspect the outside-click test before the API.

Money on invoices — VAT is NOT revenue

On PHI 166 the totals block reads SUB TOTAL 161,367.50 / Escalation 0.00 / PLUS VAT 24,205.13 / INVOICE TOTAL 185,572.63. The R24,205.13 sits under the column headed PLUS VAT — it is 15% VAT, not an escalation, and escalation is R0.00 on every line.

• The invoice total (total_incl) is VAT-inclusive — that is the headline figure.
• total_excl (hire) + vat = total_incl, checked per line and on the header by the seed.
• Booked amount follows lib/invoice-booking-policy.json → bookInclusiveVat. It is currently true: amounts are booked VAT-inclusive, per the client's ruling of 2026-10-01. That means SARS output VAT of R29,935.13 (Sept 2026 set) sits inside the R229,502.63 shown as income on /income, so those figures are a cash/billing view, not a VAT-excl. P&L. Flip the flag to false and re-run npm run seed && node scripts/book-invoice.mjs to book ex-VAT instead. Both the app and the CLI script read that one file, so they cannot disagree.
• The VAT stays visible rather than hidden: /income shows "includes R 29 935 VAT" and each machine card shows "incl R X VAT" (IncomeRow.invoiceVat). Do not collapse the two.

Extract these by coordinate (pdfplumber, x-positions) or read the rendered page visually. Plain text extraction reorders these columns and silently turns VAT into escalation.

Manual invoice actions

• POST /api/invoice-lines/:id/book body { assetId } ("" clears) — sets booked_asset and moves the monthly_income row to the new machine rather than adding a second one.
• POST /api/invoices/upload multipart file + invoiceNo — PDF only, 20 MB cap, stored on invoices.source_pdf.
• GET /api/invoices/:id/document — proxies the PDF. Do not link to NEXT_PUBLIC_PB_URL/api/files/<filename>: the invoices collection is rule-locked and that path 404s in a browser. PocketBase also resolves protected files by the full /api/files/<collectionId>/<recordId>/<filename> path — build it with pb.files.getURL().

Color palette — never change

Coolors:

• #EDAE49 Sunny — orange/positive accent
• #D1495B Brick Red — deficit/destructive
• #00798C Notartis Seaweed — teal/stable
• #30638E Lights Casual — main blue/brand
• #003D5B Indigo Dye — deep navy

Chart marks (deeper steps of the same hues — see HANDOFF-PROMPT-3 §A.4):

• --color-chart-income (light #0090A6, dark #00A6BE)
• --color-chart-fixed (#BE851F both)
• --color-chart-running (#8B5CF6 both) — the project's existing --color-brand-purple, so Running introduces no new hue. Client ruling, 2026-10-02: Running was moved off red because red is now reserved for a month that made a loss, and a red Running line sitting next to a red loss segment was unreadable. Yellow was considered and rejected — --color-chart-fixed is already a gold.
• --color-chart-loss (light #C13B4D, dark #D94F60) — a month that did not make profit. It has its own token on purpose: it used to read --color-chart-running, so recolouring Running silently dragged the loss red with it.
• --color-chart-profit (#7A9E06 both) — the profit line's green. Client ruling, 2026-10-02: this is a second deliberate exception to the "never change the palette" rule. It is a bright yellow-green, chosen so the profit line reads as its own series instead of blending into the teal income line.

globals.css hard-codes .recharts-cartesian-axis-tick text { font-size: 11px }, which beats Recharts' tick.fontSize prop. Any "bump chart text to 12px on mobile" work has to happen in that CSS rule or it silently does nothing.

The profit line on /charts — Recharts constraints, do not re-derive

MachineLineChart draws profit as teal where the month made money and red where it did not, fading across each sign crossing. Three things make this fragile:

• A Line is one <Curve> path. <Cell> does not recolour a segment — Cells only work for Bar. Per-segment colour therefore requires one <Line> per same-sign run, plus one extra <Line> per crossing for the gradient.
• Never give a Line its own data prop inside a shared chart. Recharts builds a categorical axis by concatenating the data of every series, so a short sliced data re-adds the month labels: the axis renders "Jan … Aug, Jan … Aug" while that series plots at the wrong months. Put each variant on the shared dataset as its own key (profitRun0, profitCross0) and null it outside its run; connectNulls={false} then draws just that run in the right place.
• Profit Lines must be direct children of the chart. Recharts parses only known child types, so wrapping them in a <g> makes the entire profit line disappear without an error.
• The tooltip needs a custom content component (ChartTooltip in MachineLineChart). Recharts feeds the tooltip one entry per series, so the per-run keys would surface as profitRun0 / profitCross0 and "profit" would appear three or four times. The component drops every profit-backed series and adds one computed row, coloured by the month's sign. The base series carry an explicit name, because Recharts otherwise labels them by key (running reads as "Running cost", which is what the key is called).

Two deliberate honesty rules: profit stays null in a month with no income figure (never treated as 0, which would draw a green dot for a month that was never billed), and a month with no monthly_running_costs row gets a hollow dot because its profit is optimistic. /charts alone reads profit including running cost — lib/profit.ts keeps its workbook default for every other surface, and the card badge, the profit line and the Profit bars view all share the one flag in ChartsGrid.

The toolbar's Series button toggles which lines a card draws (mp:chartsSeries in localStorage, so the choice survives a reload). Two rules keep it honest: a hidden series leaves the legend and its Y axis with it, so there is never an axis for a line that is not drawn; and the last visible series cannot be switched off, because an empty chart reads as broken. The Profit toggle also owns the loss colour, since red is a sign of the profit line rather than a series of its own.

Cost model

• lib/profit.ts is the single source of truth for profit. Default includeRunningCost: false (matches workbook). To flip: one-line change in lib/profit.ts.
• Term 1 = instalment ✅ confirmed.
• Term 2 = insurance ✅ confirmed.
• Term 3 = operator wages — varies per month per machine — STILL NEEDS CLIENT INPUT.

Open questions

• Q1: Does profit include running cost? (default: no, matches workbook).
• Q2: What is term 3 of the fixed-expense formula? (See Round 1/2/3 HANDOFF-PROMPT files.)

PocketBase

• URL: process.env.NEXT_PUBLIC_PB_URL (env or .env.local)
• Auth: pb.collection("_superusers").authWithPassword(env) (Round 1 §5.3)
• Collections: assets, monthly_income, monthly_running_costs, overheads, cost_lines, invoices, invoice_lines
• monthly_income no longer carries running_cost — derive from monthly_running_costs at read time
• monthly_income.invoice_line → invoice_lines, nullable. Empty = workbook row, set = invoice-derived row
• invoice_lines.booked_asset → assets, nullable. Empty = line not yet booked to a machine