Joshua OosthuizenandClaude Sonnet 5
4acbc03b35
Root company app (src/, client/) — GL foundation, AR, and AP: - Segmented Chart of Accounts (Sage 300-style), double-entry PostingService with three-layer balance enforcement (app validation, CHECK constraints, deferred DB trigger), gap-free document numbering, RBAC with branch restrictions. - Accounts Receivable: Customers, Invoices, Credit Notes, Receipts with allocation, all posting through PostingService. - Accounts Payable: Suppliers, Supplier Invoices, Debit Notes, Payments with allocation, mirroring AR's posting pattern. - Tax Codes shared between AR and AP. - Company-app login is a token handoff from the Account Manager (RS256, single-use, company-scoped) rather than a local password. - Frontend reskinned to the approved mockup: navy sidebar, dashboard, tree-view Chart of Accounts, Customer/Supplier 360 pages. Account Manager (manager/, manager/client/) — central login gateway: - Password + TOTP 2FA + Google/Microsoft OAuth, company picker, and the RS256 handoff token issuance that the company app verifies. Covered by unit + integration tests against a real Postgres database (GL balance invariants, AR/AP posting correctness and allocation limits, the full handoff exchange including replay/cross-company/expiry/forgery rejection). Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Tq2DbEvzHzs13jDFhLaX44
154 lines
8.2 KiB
Markdown
154 lines
8.2 KiB
Markdown
# Phase 1.5 — Visual Redesign: Manual Test Checklist
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Reskinned the company-app frontend to match `temp/mockups/Cross Financial Manage Mockup.png`
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(navy sidebar, blue accent, card-based content) and added three new screens (Dashboard,
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Chart of Accounts tree view, Reports Centre shell, GL account drill-down). No backend or
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schema changes in this phase — everything below should work against data you already have.
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Tick each box as you go. If something fails, note what you saw under it — that's what I'll fix.
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## 0. Start everything
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```
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# Terminal 1 — company API
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cd D:\Webstorm\cross-financial-management
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npm run dev # http://localhost:5000
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# Terminal 2 — company frontend
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cd D:\Webstorm\cross-financial-management\client
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npm run dev # http://localhost:5173
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# Terminal 3 — Manager API
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cd D:\Webstorm\cross-financial-management\manager
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npm run dev # http://localhost:5100
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# Terminal 4 — Manager frontend
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cd D:\Webstorm\cross-financial-management\manager\client
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npm run dev # http://localhost:5174
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```
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Manager login: `joosth2002@icloud.com` / `ChangeMe123!` (change this password once you're
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through testing — see `manager/SETUP.md`).
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- [ ] All four `npm run dev` terminals started with no errors
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## 1. Sign-in / handoff flow (regression — not new, but the entry point to everything below)
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- [ ] Open `http://localhost:5174`, sign in with the Manager credentials above
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- [ ] Company picker shows "Demo Company"
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- [ ] Clicking it redirects to `http://localhost:5173` and you land **already signed in** —
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no login form appears in the company app
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- [ ] Refreshing the company app keeps you signed in (session persists)
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- [ ] Signing out (avatar menu, top-right, in the company app) redirects you back to the
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Manager rather than a dead `/login` page
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## 2. Sidebar & top bar (new look)
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- [ ] Left sidebar renders navy with the "Cross Financial / MANAGER" logo mark at the top
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- [ ] Nav items are grouped under **General Ledger**, **Reports**, **Administration** with a
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standalone **Dashboard** link above them
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- [ ] Each nav item has an icon; the currently active page is highlighted (lighter navy pill,
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blue icon, white text)
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- [ ] Clicking every visible nav item navigates correctly and updates the highlight
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- [ ] Top bar (white, right-aligned) shows the Branch switcher and your avatar with initials
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- [ ] Avatar menu shows your name + email and a working **Sign out**
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- [ ] Nav items you don't have permission for are hidden (test with a restricted user if you
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have one, or trust that `hasPermission` filtering is unchanged from before)
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## 3. Dashboard (new — this is now the `/` landing page)
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- [ ] Landing on `http://localhost:5173/` after sign-in shows the new Dashboard, not the
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journal entry list
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- [ ] Four KPI tiles render: **Posted Entries**, **Draft Entries**, **Total Posted Movement**,
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**Total Entries** — numbers should match what you'd expect from your seeded/test data
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- [ ] "Posted Movement by Account Type" bar list appears once you have at least one posted
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entry, with one bar per account type that has activity (ASSET/LIABILITY/etc.), and the
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relative bar widths look proportionate to the amounts shown
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- [ ] With **zero** posted entries (fresh DB), the panel shows "No posted entries yet." instead
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of breaking
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- [ ] "Quick Actions" only shows actions you have permission for, and each one navigates to the
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right page (New Manual Entry / Chart of Accounts / Journals / Users & Roles)
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- [ ] "Recent Activity" lists your most recent journal entries (any status) with date, entry
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number, description, amount, and a status pill; clicking a row opens that entry's detail
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page
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- [ ] Switching the Branch switcher between "Main" and a specific branch updates the dashboard
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figures to that branch's data
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## 4. Chart of Accounts (rebuilt as a grouped/collapsible tree)
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- [ ] Accounts are grouped under collapsible headers: ASSET, LIABILITY, EQUITY, INCOME, EXPENSE
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- [ ] Clicking a group header collapses/expands its accounts, and the chevron icon flips
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accordingly
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- [ ] Each group header shows an account count chip (e.g. "12 accounts")
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- [ ] Each account row shows: account code (monospace), account name, normal balance
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(DEBIT/CREDIT), a control-account pill when applicable, and an Active/Closed status pill
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- [ ] The search box filters accounts by code or name across all groups as you type
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- [ ] "New Account" still opens the existing account-creation dialog and newly created accounts
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appear in the correct group after saving
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- [ ] Groups with zero matching accounts (e.g. after a narrow search) don't render or show
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cleanly rather than looking broken
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## 5. General Ledger — "All Entries" tab (regression)
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- [ ] `Journal Entries` in the sidebar opens a page titled **General Ledger** with two tabs:
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"All Entries" and "By Account"
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- [ ] "All Entries" behaves exactly as before: same grid, same columns, sortable by date,
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clicking a row opens the entry detail page
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- [ ] "New Manual Entry" button still only shows if you have `gl.journal.post`
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## 6. General Ledger — "By Account" tab (new — account-centric drill-down)
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- [ ] Selecting an account from the dropdown loads its posted transaction history
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- [ ] A running balance column updates correctly line by line (increases/decreases match the
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account's normal balance direction — e.g. a debit-normal account's balance goes up on
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debits, down on credits)
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- [ ] Restricting the From/To date fields narrows the rows and the running balance still looks
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correct for the restricted range
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- [ ] An account with no posted activity shows "No posted transactions for this account in the
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selected range." instead of an empty broken table
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- [ ] Before selecting an account, you see a prompt to pick one rather than an empty table
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- [ ] Switching the Branch switcher changes which entries are considered
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## 7. Journal Entry form (visual alignment + new static footer)
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- [ ] Form still works exactly as before: adding/removing lines, debit/credit mutual exclusion
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per line, the live "Balanced ✓ / Not balanced" indicator, and Post Entry / Cancel
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- [ ] Two new footer cards appear below the line table: **Attachments** ("+ Add Attachment") and
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**Notes** ("+ Add Note") — these are intentionally disabled/inert placeholders for now,
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just confirm they render without errors and don't block submission
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- [ ] Posting a valid balanced entry still redirects to its detail page as before
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## 8. Reports Centre (new shell — no live reports yet)
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- [ ] `Reports Centre` in the sidebar opens a page with four categories: Financial,
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Receivables, Payables, Management
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- [ ] Each category shows report cards (e.g. Trial Balance, Profit & Loss, Aged Receivables)
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with a name, short description, and a "Coming soon" chip
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- [ ] Cards are visually disabled (dimmed, non-interactive) — this is expected; no report is
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wired up to real data yet
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## 9. Other admin screens — style regression only (Segments, Journals, Fiscal Years, Users)
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These pages weren't rebuilt, but they now render on the new theme (cards instead of flat
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panels, rounded corners, updated table header style). Confirm nothing looks broken:
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- [ ] Segments & Branches — page renders, "New Segment"/"Add Value" dialogs still work
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- [ ] Journals — grid renders, "New Journal" dialog still works
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- [ ] Fiscal Years — year buttons + period grid still work, "Create Year" still works
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- [ ] Users & Roles — both tabs (Users / Role Permissions) still work, toggling a user's Active
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switch still works
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## 10. General polish
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- [ ] Page titles, card borders, and table headers look consistent across every screen you
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visited (uppercase gray table headers, light card borders, no harsh drop-shadows)
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- [ ] No console errors in the browser dev tools on any page you visited
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- [ ] Resizing the browser window narrower doesn't visibly break the layout (some horizontal
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scroll on wide tables/grids is fine — full mobile responsiveness isn't a goal yet)
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---
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Once everything above is ticked (or you've told me what's broken), the plan's next phase is
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Accounts Receivable — customers, invoices, credit notes, receipts — built directly in this
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visual language.
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