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base: JoeBot:fix/viewer-readonly-audit
Branches Tags
JoeBot:main JoeBot:claude/ecstatic-elgamal JoeBot:claude/practical-rhodes JoeBot:fix/viewer-readonly-audit JoeBot:fix/add-member-password-ignored JoeBot:feature/invoice-billing-frequency JoeBot:ai-improvements
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compare: JoeBot:36d486d78c7b0be8e9b05b93da58c4b73085eb57
Branches Tags
JoeBot:main JoeBot:claude/ecstatic-elgamal JoeBot:claude/practical-rhodes JoeBot:fix/viewer-readonly-audit JoeBot:fix/add-member-password-ignored JoeBot:feature/invoice-billing-frequency JoeBot:ai-improvements

1 Commits
fix/viewer ... 36d486d78c

Author SHA1 Message Date
JoeBot
36d486d78c Add Chat Widget for support 
added support chat widget to index.html
 2026-03-09 13:31:17 -04:00
7 changed files with 57 additions and 68 deletions
Expand all files Collapse all files

8
backend/src/modules/organizations/organizations.service.ts
View File

@@ -153,14 +153,6 @@ export class OrganizationsService {
existing.role = data.role; existing.role = data.role;
return this.userOrgRepository.save(existing); return this.userOrgRepository.save(existing);
} }
// Update password for existing user being added to a new org
if (data.password) {
const passwordHash = await bcrypt.hash(data.password, 12);
await dataSource.query(
`UPDATE shared.users SET password_hash = $1 WHERE id = $2`,
[passwordHash, userId],
);
}
} else { } else {
// Create new user // Create new user
const passwordHash = await bcrypt.hash(data.password, 12); const passwordHash = await bcrypt.hash(data.password, 12);

15
frontend/index.html
View File

@@ -9,5 +9,20 @@
<body> <body>
<div id="root"></div> <div id="root"></div>
<script type="module" src="/src/main.tsx"></script> <script type="module" src="/src/main.tsx"></script>
<script>
(function(d,t) {
var BASE_URL="https//chat.hoaledger.com";
var g=d.createElement(t),s=d.getElementsByTagName(t)[0];
g.src=BASE_URL+"/packs/js/sdk.js";
g.async = true;
s.parentNode.insertBefore(g,s);
g.onload=function(){
window.chatwootSDK.run({
websiteToken: 'K6VXvTtKXvaCMvre4yK85SPb',
baseUrl: BASE_URL
})
}
})(document,"script");
</script>
</body> </body>
</html> </html>

12
frontend/src/pages/accounts/AccountsPage.tsx
View File

@@ -587,7 +587,7 @@ export function AccountsPage() {
{investments.filter(i => i.is_active).length > 0 && ( {investments.filter(i => i.is_active).length > 0 && (
<> <>
<Divider label="Investment Accounts" labelPosition="center" my="xs" /> <Divider label="Investment Accounts" labelPosition="center" my="xs" />
<InvestmentMiniTable investments={investments.filter(i => i.is_active)} onEdit={handleEditInvestment} isReadOnly={isReadOnly} /> <InvestmentMiniTable investments={investments.filter(i => i.is_active)} onEdit={handleEditInvestment} />
</> </>
)} )}
</Stack> </Stack>
@@ -605,7 +605,7 @@ export function AccountsPage() {
{operatingInvestments.length > 0 && ( {operatingInvestments.length > 0 && (
<> <>
<Divider label="Operating Investment Accounts" labelPosition="center" my="xs" /> <Divider label="Operating Investment Accounts" labelPosition="center" my="xs" />
<InvestmentMiniTable investments={operatingInvestments} onEdit={handleEditInvestment} isReadOnly={isReadOnly} /> <InvestmentMiniTable investments={operatingInvestments} onEdit={handleEditInvestment} />
</> </>
)} )}
</Stack> </Stack>
@@ -623,7 +623,7 @@ export function AccountsPage() {
{reserveInvestments.length > 0 && ( {reserveInvestments.length > 0 && (
<> <>
<Divider label="Reserve Investment Accounts" labelPosition="center" my="xs" /> <Divider label="Reserve Investment Accounts" labelPosition="center" my="xs" />
<InvestmentMiniTable investments={reserveInvestments} onEdit={handleEditInvestment} isReadOnly={isReadOnly} /> <InvestmentMiniTable investments={reserveInvestments} onEdit={handleEditInvestment} />
</> </>
)} )}
</Stack> </Stack>
@@ -1087,11 +1087,9 @@ function AccountTable({
function InvestmentMiniTable({ function InvestmentMiniTable({
investments, investments,
onEdit, onEdit,
isReadOnly = false,
}: { }: {
investments: Investment[]; investments: Investment[];
onEdit: (inv: Investment) => void; onEdit: (inv: Investment) => void;
isReadOnly?: boolean;
}) { }) {
const totalPrincipal = investments.reduce((s, i) => s + parseFloat(i.principal || '0'), 0); const totalPrincipal = investments.reduce((s, i) => s + parseFloat(i.principal || '0'), 0);
const totalValue = investments.reduce( const totalValue = investments.reduce(
@@ -1134,7 +1132,7 @@ function InvestmentMiniTable({
<Table.Th ta="right">Maturity Value</Table.Th> <Table.Th ta="right">Maturity Value</Table.Th>
<Table.Th>Maturity Date</Table.Th> <Table.Th>Maturity Date</Table.Th>
<Table.Th ta="right">Days Remaining</Table.Th> <Table.Th ta="right">Days Remaining</Table.Th>
{!isReadOnly && <Table.Th></Table.Th>} <Table.Th></Table.Th>
</Table.Tr> </Table.Tr>
</Table.Thead> </Table.Thead>
<Table.Tbody> <Table.Tbody>
@@ -1184,7 +1182,6 @@ function InvestmentMiniTable({
'-' '-'
)} )}
</Table.Td> </Table.Td>
{!isReadOnly && (
<Table.Td> <Table.Td>
<Tooltip label="Edit investment"> <Tooltip label="Edit investment">
<ActionIcon variant="subtle" onClick={() => onEdit(inv)}> <ActionIcon variant="subtle" onClick={() => onEdit(inv)}>
@@ -1192,7 +1189,6 @@ function InvestmentMiniTable({
</ActionIcon> </ActionIcon>
</Tooltip> </Tooltip>
</Table.Td> </Table.Td>
)}
</Table.Tr> </Table.Tr>
))} ))}
</Table.Tbody> </Table.Tbody>

29
frontend/src/pages/capital-projects/CapitalProjectsPage.tsx
View File

@@ -72,10 +72,9 @@ interface KanbanCardProps {
project: Project; project: Project;
onEdit: (p: Project) => void; onEdit: (p: Project) => void;
onDragStart: (e: DragEvent<HTMLDivElement>, project: Project) => void; onDragStart: (e: DragEvent<HTMLDivElement>, project: Project) => void;
isReadOnly?: boolean;
} }
function KanbanCard({ project, onEdit, onDragStart, isReadOnly }: KanbanCardProps) { function KanbanCard({ project, onEdit, onDragStart }: KanbanCardProps) {
const plannedLabel = formatPlannedDate(project.planned_date); const plannedLabel = formatPlannedDate(project.planned_date);
// For projects in the Future bucket with a specific year, show the year // For projects in the Future bucket with a specific year, show the year
const currentYear = new Date().getFullYear(); const currentYear = new Date().getFullYear();
@@ -87,23 +86,21 @@ function KanbanCard({ project, onEdit, onDragStart, isReadOnly }: KanbanCardProp
padding="sm" padding="sm"
radius="md" radius="md"
withBorder withBorder
draggable={!isReadOnly} draggable
onDragStart={!isReadOnly ? (e) => onDragStart(e, project) : undefined} onDragStart={(e) => onDragStart(e, project)}
style={{ cursor: isReadOnly ? 'default' : 'grab', userSelect: 'none' }} style={{ cursor: 'grab', userSelect: 'none' }}
mb="xs" mb="xs"
> >
<Group justify="space-between" wrap="nowrap" mb={4}> <Group justify="space-between" wrap="nowrap" mb={4}>
<Group gap={6} wrap="nowrap" style={{ overflow: 'hidden' }}> <Group gap={6} wrap="nowrap" style={{ overflow: 'hidden' }}>
{!isReadOnly && <IconGripVertical size={14} style={{ flexShrink: 0, color: 'var(--mantine-color-dimmed)' }} />} <IconGripVertical size={14} style={{ flexShrink: 0, color: 'var(--mantine-color-dimmed)' }} />
<Text fw={600} size="sm" truncate> <Text fw={600} size="sm" truncate>
{project.name} {project.name}
</Text> </Text>
</Group> </Group>
{!isReadOnly && (
<ActionIcon variant="subtle" size="sm" onClick={() => onEdit(project)}> <ActionIcon variant="subtle" size="sm" onClick={() => onEdit(project)}>
<IconEdit size={14} /> <IconEdit size={14} />
</ActionIcon> </ActionIcon>
)}
</Group> </Group>
<Group gap={6} mb={6}> <Group gap={6} mb={6}>
@@ -151,12 +148,11 @@ interface KanbanColumnProps {
isDragOver: boolean; isDragOver: boolean;
onDragOverHandler: (e: DragEvent<HTMLDivElement>, year: number) => void; onDragOverHandler: (e: DragEvent<HTMLDivElement>, year: number) => void;
onDragLeave: () => void; onDragLeave: () => void;
isReadOnly?: boolean;
} }
function KanbanColumn({ function KanbanColumn({
year, projects, onEdit, onDragStart, onDrop, year, projects, onEdit, onDragStart, onDrop,
isDragOver, onDragOverHandler, onDragLeave, isReadOnly, isDragOver, onDragOverHandler, onDragLeave,
}: KanbanColumnProps) { }: KanbanColumnProps) {
const totalEst = projects.reduce((s, p) => s + parseFloat(p.estimated_cost || '0'), 0); const totalEst = projects.reduce((s, p) => s + parseFloat(p.estimated_cost || '0'), 0);
const isFuture = year === FUTURE_YEAR; const isFuture = year === FUTURE_YEAR;
@@ -182,9 +178,9 @@ function KanbanColumn({
border: isDragOver ? '2px dashed var(--mantine-color-blue-4)' : undefined, border: isDragOver ? '2px dashed var(--mantine-color-blue-4)' : undefined,
transition: 'background-color 150ms ease, border 150ms ease', transition: 'background-color 150ms ease, border 150ms ease',
}} }}
onDragOver={!isReadOnly ? (e) => onDragOverHandler(e, year) : undefined} onDragOver={(e) => onDragOverHandler(e, year)}
onDragLeave={!isReadOnly ? onDragLeave : undefined} onDragLeave={onDragLeave}
onDrop={!isReadOnly ? (e) => onDrop(e, year) : undefined} onDrop={(e) => onDrop(e, year)}
> >
<Group justify="space-between" mb="sm"> <Group justify="space-between" mb="sm">
<Title order={5}>{yearLabel(year)}</Title> <Title order={5}>{yearLabel(year)}</Title>
@@ -203,7 +199,7 @@ function KanbanColumn({
<Box style={{ flex: 1, minHeight: 60 }}> <Box style={{ flex: 1, minHeight: 60 }}>
{projects.length === 0 ? ( {projects.length === 0 ? (
<Text size="xs" c="dimmed" ta="center" py="lg"> <Text size="xs" c="dimmed" ta="center" py="lg">
{isReadOnly ? 'No projects' : 'Drop projects here'} Drop projects here
</Text> </Text>
) : useWideLayout ? ( ) : useWideLayout ? (
<div style={{ <div style={{
@@ -212,12 +208,12 @@ function KanbanColumn({
gap: 'var(--mantine-spacing-xs)', gap: 'var(--mantine-spacing-xs)',
}}> }}>
{projects.map((p) => ( {projects.map((p) => (
<KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} isReadOnly={isReadOnly} /> <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} />
))} ))}
</div> </div>
) : ( ) : (
projects.map((p) => ( projects.map((p) => (
<KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} isReadOnly={isReadOnly} /> <KanbanCard key={p.id} project={p} onEdit={onEdit} onDragStart={onDragStart} />
)) ))
)} )}
</Box> </Box>
@@ -599,7 +595,6 @@ export function CapitalProjectsPage() {
isDragOver={dragOverYear === year} isDragOver={dragOverYear === year}
onDragOverHandler={handleDragOver} onDragOverHandler={handleDragOver}
onDragLeave={handleDragLeave} onDragLeave={handleDragLeave}
isReadOnly={isReadOnly}
/> />
); );
})} })}

7
frontend/src/pages/dashboard/DashboardPage.tsx
View File

@@ -18,7 +18,7 @@ import {
} from '@tabler/icons-react'; } from '@tabler/icons-react';
import { useState, useCallback } from 'react'; import { useState, useCallback } from 'react';
import { useQuery, useQueryClient } from '@tanstack/react-query'; import { useQuery, useQueryClient } from '@tanstack/react-query';
import { useAuthStore, useIsReadOnly } from '../../stores/authStore'; import { useAuthStore } from '../../stores/authStore';
import api from '../../services/api'; import api from '../../services/api';
interface HealthScore { interface HealthScore {
@@ -311,7 +311,6 @@ interface DashboardData {
export function DashboardPage() { export function DashboardPage() {
const currentOrg = useAuthStore((s) => s.currentOrg); const currentOrg = useAuthStore((s) => s.currentOrg);
const isReadOnly = useIsReadOnly();
const queryClient = useQueryClient(); const queryClient = useQueryClient();
// Track whether a refresh is in progress (per score type) for async polling // Track whether a refresh is in progress (per score type) for async polling
@@ -425,7 +424,7 @@ export function DashboardPage() {
</ThemeIcon> </ThemeIcon>
} }
isRefreshing={operatingRefreshing} isRefreshing={operatingRefreshing}
onRefresh={!isReadOnly ? handleRefreshOperating : undefined} onRefresh={handleRefreshOperating}
lastFailed={!!healthScores?.operating_last_failed} lastFailed={!!healthScores?.operating_last_failed}
/> />
<HealthScoreCard <HealthScoreCard
@@ -437,7 +436,7 @@ export function DashboardPage() {
</ThemeIcon> </ThemeIcon>
} }
isRefreshing={reserveRefreshing} isRefreshing={reserveRefreshing}
onRefresh={!isReadOnly ? handleRefreshReserve : undefined} onRefresh={handleRefreshReserve}
lastFailed={!!healthScores?.reserve_last_failed} lastFailed={!!healthScores?.reserve_last_failed}
/> />
</SimpleGrid> </SimpleGrid>

4
frontend/src/pages/investment-planning/InvestmentPlanningPage.tsx
View File

@@ -36,7 +36,6 @@ import {
import { useQuery } from '@tanstack/react-query'; import { useQuery } from '@tanstack/react-query';
import { notifications } from '@mantine/notifications'; import { notifications } from '@mantine/notifications';
import api from '../../services/api'; import api from '../../services/api';
import { useIsReadOnly } from '../../stores/authStore';
// ── Types ── // ── Types ──
@@ -348,7 +347,6 @@ function RecommendationsDisplay({
export function InvestmentPlanningPage() { export function InvestmentPlanningPage() {
const [ratesExpanded, setRatesExpanded] = useState(true); const [ratesExpanded, setRatesExpanded] = useState(true);
const [isTriggering, setIsTriggering] = useState(false); const [isTriggering, setIsTriggering] = useState(false);
const isReadOnly = useIsReadOnly();
// Load financial snapshot on mount // Load financial snapshot on mount
const { data: snapshot, isLoading: snapshotLoading } = useQuery<FinancialSnapshot>({ const { data: snapshot, isLoading: snapshotLoading } = useQuery<FinancialSnapshot>({
@@ -698,7 +696,6 @@ export function InvestmentPlanningPage() {
</Text> </Text>
</div> </div>
</Group> </Group>
{!isReadOnly && (
<Button <Button
leftSection={<IconSparkles size={16} />} leftSection={<IconSparkles size={16} />}
onClick={handleTriggerAI} onClick={handleTriggerAI}
@@ -708,7 +705,6 @@ export function InvestmentPlanningPage() {
> >
{aiResult ? 'Refresh Recommendations' : 'Get AI Recommendations'} {aiResult ? 'Refresh Recommendations' : 'Get AI Recommendations'}
</Button> </Button>
)}
</Group> </Group>
{/* Processing State */} {/* Processing State */}

4
frontend/src/pages/invoices/InvoicesPage.tsx
View File

@@ -9,7 +9,6 @@ import { notifications } from '@mantine/notifications';
import { IconSend, IconInfoCircle, IconCheck, IconX } from '@tabler/icons-react'; import { IconSend, IconInfoCircle, IconCheck, IconX } from '@tabler/icons-react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'; import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api'; import api from '../../services/api';
import { useIsReadOnly } from '../../stores/authStore';
interface Invoice { interface Invoice {
id: string; invoice_number: string; unit_number: string; unit_id: string; id: string; invoice_number: string; unit_number: string; unit_id: string;
@@ -65,7 +64,6 @@ export function InvoicesPage() {
const [preview, setPreview] = useState<Preview | null>(null); const [preview, setPreview] = useState<Preview | null>(null);
const [previewLoading, setPreviewLoading] = useState(false); const [previewLoading, setPreviewLoading] = useState(false);
const queryClient = useQueryClient(); const queryClient = useQueryClient();
const isReadOnly = useIsReadOnly();
const { data: invoices = [], isLoading } = useQuery<Invoice[]>({ const { data: invoices = [], isLoading } = useQuery<Invoice[]>({
queryKey: ['invoices'], queryKey: ['invoices'],
@@ -126,12 +124,10 @@ export function InvoicesPage() {
<Stack> <Stack>
<Group justify="space-between"> <Group justify="space-between">
<Title order={2}>Invoices</Title> <Title order={2}>Invoices</Title>
{!isReadOnly && (
<Group> <Group>
<Button variant="outline" onClick={() => lateFeesMutation.mutate()} loading={lateFeesMutation.isPending}>Apply Late Fees</Button> <Button variant="outline" onClick={() => lateFeesMutation.mutate()} loading={lateFeesMutation.isPending}>Apply Late Fees</Button>
<Button leftSection={<IconSend size={16} />} onClick={openBulk}>Generate Invoices</Button> <Button leftSection={<IconSend size={16} />} onClick={openBulk}>Generate Invoices</Button>
</Group> </Group>
)}
</Group> </Group>
<Group> <Group>
<Card withBorder p="sm"><Text size="xs" c="dimmed">Total Invoices</Text><Text fw={700}>{invoices.length}</Text></Card> <Card withBorder p="sm"><Text size="xs" c="dimmed">Total Invoices</Text><Text fw={700}>{invoices.length}</Text></Card>