fix: resolve 5 invoice/payment issues from user feedback

- Replace misleading 'sent' status with 'pending' (no email capability)
- Show assessment group name instead of raw 'regular_assessment' type
- Add owner last name to invoice table
- Fix payment creation Internal Server Error (PostgreSQL $2 type cast)
- Add edit/delete capability for payment records with invoice recalc

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

backend/src/modules/payments/payments.service.ts

@@ -74,17 +74,95 @@ export class PaymentsService {
       await this.tenant.query(`UPDATE payments SET journal_entry_id = $1 WHERE id = $2`, [je[0].id, payment[0].id]);
     }
 
-    // Update invoice if linked
+    // Update invoice if linked — use explicit cast to avoid PostgreSQL type inference error
     if (invoice) {
       const newPaid = parseFloat(invoice.amount_paid) + parseFloat(dto.amount);
       const invoiceAmt = parseFloat(invoice.amount);
       const newStatus = newPaid >= invoiceAmt ? 'paid' : 'partial';
       await this.tenant.query(
-        `UPDATE invoices SET amount_paid = $1, status = $2, paid_at = CASE WHEN $2 = 'paid' THEN NOW() ELSE paid_at END, updated_at = NOW() WHERE id = $3`,
-        [newPaid, newStatus, invoice.id],
+        `UPDATE invoices SET amount_paid = $1, status = $2::VARCHAR, paid_at = CASE WHEN $3::VARCHAR = 'paid' THEN NOW() ELSE paid_at END, updated_at = NOW() WHERE id = $4`,
+        [newPaid, newStatus, newStatus, invoice.id],
       );
     }
 
     return payment[0];
   }
+
+  async update(id: string, dto: any, userId: string) {
+    const existing = await this.findOne(id);
+
+    const sets: string[] = [];
+    const params: any[] = [];
+    let idx = 1;
+
+    if (dto.payment_date !== undefined) { sets.push(`payment_date = $${idx++}`); params.push(dto.payment_date); }
+    if (dto.amount !== undefined) { sets.push(`amount = $${idx++}`); params.push(dto.amount); }
+    if (dto.payment_method !== undefined) { sets.push(`payment_method = $${idx++}`); params.push(dto.payment_method); }
+    if (dto.reference_number !== undefined) { sets.push(`reference_number = $${idx++}`); params.push(dto.reference_number); }
+    if (dto.notes !== undefined) { sets.push(`notes = $${idx++}`); params.push(dto.notes); }
+
+    if (!sets.length) return this.findOne(id);
+
+    params.push(id);
+    await this.tenant.query(
+      `UPDATE payments SET ${sets.join(', ')} WHERE id = $${idx} RETURNING *`,
+      params,
+    );
+
+    // If amount changed and payment is linked to an invoice, recalculate invoice totals
+    if (dto.amount !== undefined && existing.invoice_id) {
+      await this.recalculateInvoice(existing.invoice_id);
+    }
+
+    return this.findOne(id);
+  }
+
+  async delete(id: string) {
+    const payment = await this.findOne(id);
+    const invoiceId = payment.invoice_id;
+
+    // Delete associated journal entry lines and journal entry
+    if (payment.journal_entry_id) {
+      await this.tenant.query('DELETE FROM journal_entry_lines WHERE journal_entry_id = $1', [payment.journal_entry_id]);
+      await this.tenant.query('DELETE FROM journal_entries WHERE id = $1', [payment.journal_entry_id]);
+    }
+
+    // Delete the payment
+    await this.tenant.query('DELETE FROM payments WHERE id = $1', [id]);
+
+    // Recalculate invoice totals if payment was linked
+    if (invoiceId) {
+      await this.recalculateInvoice(invoiceId);
+    }
+
+    return { success: true };
+  }
+
+  private async recalculateInvoice(invoiceId: string) {
+    // Sum all remaining payments for this invoice
+    const result = await this.tenant.query(
+      'SELECT COALESCE(SUM(amount), 0) as total_paid FROM payments WHERE invoice_id = $1',
+      [invoiceId],
+    );
+    const totalPaid = parseFloat(result[0].total_paid);
+
+    // Get the invoice amount
+    const inv = await this.tenant.query('SELECT amount FROM invoices WHERE id = $1', [invoiceId]);
+    if (!inv.length) return;
+
+    const invoiceAmt = parseFloat(inv[0].amount);
+    let newStatus: string;
+    if (totalPaid >= invoiceAmt) {
+      newStatus = 'paid';
+    } else if (totalPaid > 0) {
+      newStatus = 'partial';
+    } else {
+      newStatus = 'pending';
+    }
+
+    await this.tenant.query(
+      `UPDATE invoices SET amount_paid = $1, status = $2::VARCHAR, paid_at = CASE WHEN $3::VARCHAR = 'paid' THEN NOW() ELSE NULL END, updated_at = NOW() WHERE id = $4`,
+      [totalPaid, newStatus, newStatus, invoiceId],
+    );
+  }
 }