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Task Log (retired)

⚠️ This file is retired and no longer maintained. Task tracking moved to a per-task model under docs/eop-tasks/ and is published as a Cloudflare-hosted docs site:

🔗 https://tasks.theestablishers.com/

  • New tasks: create docs/eop-tasks/tasks/T-NNN.md with the standard frontmatter (uid, title, status, area, created, updated). The published site auto-rebuilds and groups them on the homepage Task Board.
  • Existing automation that referenced this file (prompts/p-027-* etc.) is historical — future prompts target the new per-task structure.
  • The content below this line is preserved verbatim as a historical archive only. Do not add new rows; edits will not surface anywhere useful.

Task Log

Status legend: ✅ done · ⏳ in progress · 🧭 planned · 🗃 archived

How to Use This Log

  • Single source of truth for work items across the repo.
  • Add a task row in the Tasks Table when work begins; keep the row updated.
  • Use the In Progress (active) section only for tasks currently being worked on.
  • When a task completes, mark it ✅ in the table and remove it from In Progress.
  • Include brief outcomes and link PR/branch when helpful.
  • Avoid duplicating tasks; prefer updating the existing row/status.

Tasks Table — consolidated

ID Title State Notes
T-090 Column autosize on double-click 🧭 Planned
T-091 Total Sessions includes cancelled/proceeded 🧭 Planned
T-092 Balance Due single source of truth 🧭 Planned
T-093 Modal stacking audit/fixes 🧭 Planned
T-094 Base Rate history (view/add with editedBy) 🧭 Planned
T-095 GAS timezone + shared secret; doc .env.local 🧭 Planned
T-107 Invoice detail editing toggle & number parity (P-038) ✅ Completed
T-108 Invoice item layout polish (P-039) ✅ Completed
T-109 Telegram Bot integration (webhook, ensure, secret) ✅ Completed
T-110 Telegram Text UI — Projects/Invoices UX, formatting, inline editing ⏳ Active
T-111 Remove Slack/Discord integrations and secrets ✅ Completed
T-112 Firestore Admin — non-default database fix ✅ Completed
T-115 Telegram — list projects as individual bubbles, no deletion, footer Back ✅ Completed
T-117 Telegram — Expand invoice editing coverage ✅ Completed
T-118 Telegram — show subsidiary full name ✅ Completed
T-119 Telegram — bank name abbreviation for invoice “To” ✅ Completed
T-120 Telegram — Back button dedupe guard ✅ Completed
T-121 Docs — Task Log maintenance ⏳ Active
T-122 Telegram — Year/Projects navigation cleanup ✅ Completed
T-123 Telegram — Create New Invoice (suggested number + guided fields) ✅ Completed
T-124 Telegram — Create New Project (suggested number + guided fields) ✅ Completed
T-125 Telegram — Invoice Detail as multi-bubble sections ✅ Completed
T-126 Telegram — Project Detail UI polish for invoices ✅ Completed
T-127 Telegram — Project listing UX polish (heading + footer) ✅ Completed
T-128 Telegram — Creation flows robustness ✅ Completed
T-129 Telegram — Transform confirmation into next page ✅ Completed
T-130 Telegram — Capture Project Pickup Date in creation ✅ Completed
T-131 Telegram — Back/cleanup polish (rename back target after invoice rename, hide year menu on select) ✅ Completed
T-132 Telegram — Per-section Edit actions (client, items, totals) ✅ Completed
T-133 Telegram — Clear project listing on “+ Add New Project” start ✅ Completed
T-200 Invoice Template — Sheets snapshot extraction ⏳ Active; npm run sheet:scan-template saves JSON under tmp/
T-201 PDF Renderer — Pixel parity with template ✅ Completed; rebuilt PDF layout and styling based on Google Sheet data.
T-202 PDF Export — Replace minimal output with final renderer ✅ Completed; now uses the fully styled multi-page invoice.
T-203 UI — Export/View freshness gating + stale chip 🧭 Planned; detect changed fields since last pdfGeneratedAt
T-205 PDF Generator — Fix 4-page bundle and styling ✅ Implemented 4-page bundle (Invoice B, Invoice A, Payment Details, Payment Instructions). Correctly displayed projectTitle and presenterWorkType. Updated fonts, sizes, and layout in classicInvoice.tsx to match Google Sheet template.

Current Focus

In Progress (active)

  • T-110 — Telegram Text UI — Projects/Invoices UX, formatting, inline editing
  • T-121 — Docs — Task Log maintenance for Telegram phases
  • T-200 — Invoice Template — Sheets snapshot extraction

Completed Task Details

T-107

  • Title: Invoice detail editing toggle & number editing parity (P-038)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes (planned):
  • Allow invoice number edits regardless of invoice count; ensure toggling resets the working draft safely.
  • Relocate the header edit action beside Project Pickup Date and update styling per request.
  • Progress:
  • Merged “Edit Invoice Details” into a single “Manage Invoices” control; entering Manage also enables detail editing.
  • Pending (unsaved) invoice row uses a Close icon instead of trash; cancel exits detail-edit state.
  • Removed legacy labels; show “Commit Changes” while editing, otherwise “Manage Invoices”.
  • “No changes made” message surfaces when saving without edits; avoids PATCH.
  • “Add additional invoice” row hides correctly after exiting manage mode.
  • Notes:
  • Source: Desktop log “Terminal Saved Output 000.txt” & current session follow-up (2025-10-27).

T-108

  • Title: Invoice item layout polish (Sub-Qty, Notes, widths) (P-039)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes (planned):
  • Ensure “Sub-Qty” is inline at the right-end of the Item Title row in both view and edit modes.
  • Show bank name abbreviation only when it has 4+ tokens; otherwise show full name (e.g., “Dah Sing Bank” stays full).
  • Add a quantity unit line beneath Unit Price to capture strings like “/hour” alongside numeric values.
  • Surface per-item discounts beneath each total instead of a dedicated column.
  • Progress:
  • Narrowed the “To” column in the invoice table to free space for items. ✅
  • Notes render with preserved line breaks (pre-wrap); table cells allow wrapping. ✅
  • “Sub-Qty” is inline, right-aligned with the Item Title in both view and edit modes. ✅
  • Bank name abbreviation shows only for names with 4+ tokens; 3-token names (e.g., “Dah Sing Bank”) show in full. ✅
  • Item title/fee type/notes weights standardized (Medium/Extra Light/Light) in view and edit modes. ✅
  • Unit Price column now stores & displays /unit beneath the amount (editable inline). ✅
  • Discounts captured under the Total column; view mode shows a red “OFF” chip, edit mode offers borderless input. ✅
  • Total row status shows “All Cleared”, “All Due”, or “Partially” based on invoice outcomes. ✅
  • Unit Price, Qty, and Total columns stay right-aligned in both edit and read modes for consistent layout. ✅
  • Sub-Qty placement: inline after title in view mode; a line below the title in edit mode. ✅
  • Update — 2025-11-04:
    • Sub-Qty is italic in view mode and left-aligned when on its own line in edit mode. ✅
    • The “/” unit marker is a prefix on the same line as the unit input in edit mode; view mode shows /unit beneath the amount. ✅
    • Discount input is right-aligned in edit mode; a red “OFF” chip renders beneath the row total in view mode when discount > 0. ✅
    • A gray divider appears above the total row; total status reads All Cleared / All Due / Partially. ✅
  • Notes:
  • Source: Desktop log “Terminal Saved Output 000.txt” & current session follow-up (2025-10-27).

T-109

  • Title: Telegram Bot integration (webhook, ensure endpoint, secret verification)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Added Telegram webhook at pages/api/telegram/webhook with secret header verification and non-POST 200 responses to avoid 405s.
  • Added /api/telegram/ensure and /api/telegram/setup to programmatically set webhook with TELEGRAM_WEBHOOK_SECRET.
  • Added /api/telegram/debug to confirm env presence.
  • Fixed early response issue (no res.end() before async work) to ensure reliable replies on Vercel.
  • Notes:
  • Env: TELEGRAM_BOT_TOKEN, TELEGRAM_WEBHOOK_SECRET (Vercel).

T-110

  • Title: Telegram Text UI — Projects/Invoices UX, formatting, and inline editing
  • Branch: main
  • PR: —
  • Status: ⏳ In Progress
  • Outcomes (delivered):
  • Edit-in-place flow using editMessageText with Back buttons at every step (Years → Projects → Project → Invoice → back).
  • Headings: Project Detail, Invoice Detail, Client Detail; Item headings underlined.
  • Invoice formatting per spec: feeType italic; item calc line "unit x qty/unit = Total" two lines below notes; bottom "Total — To — Status" with bank lookup.
  • Project detail formatting: presenter/worktype, title, nature, blank line, subsidiary (name mapped).
  • Added Edit flows for Project and Invoice fields: field selection → value message → preview → Confirm/Revise/Cancel; writes via Firestore helpers.
  • Planned:
  • List projects as individual message bubbles (Open/Edit per project) with paginated footer and Back to Years.

T-111

  • Title: Remove Slack/Discord integrations and secrets
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Removed Slack routes (pages/api/slack/*) and Discord route (pages/api/discord/interactions.ts).
  • Removed CLI script scripts/discord-register-commands.js and DiscordProvider from NextAuth.
  • Dropped tweetnacl and its type stub; cleaned package.json.
  • Ensured .env.local contains no Slack/Discord secrets.

T-112

  • Title: Firestore Admin — non-default database fix
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Switched server-side reads to explicit @google-cloud/firestore client with databaseId (e.g., tebs-erl) instead of mutating private _settings.
  • Resolved hanging/non-returning queries during Telegram callbacks.

T-115

  • Title: Telegram — list projects as individual bubbles, no deletion, footer Back
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • After selecting a year, post one message per project as a two-line summary bubble with [Select] and [Edit] buttons.
  • Do not delete prior bubbles; retain history for responsiveness. Edit the selected bubble in place for details.
  • Remove the "Projects in YYYY:" header message; add a footer Back-to-Years bubble after listing.

T-118

  • Title: Telegram — show subsidiary full name (not identifier)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Resolve project.subsidiary via admin Firestore (aote-ref/Subsidiaries) and display the English name in Project Detail.

T-119

  • Title: Telegram — bank name abbreviation logic for invoice “To” line
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • For long bank names (≥ 4 tokens), show an acronym of capitalized tokens; otherwise show full name. Mirrors web app behavior.

T-120

  • Title: Telegram — Back button dedupe guard and layout sanity
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Ensure exactly one Back row per screen. Removed legacy branches that produced duplicate Back rows.

T-121

  • Title: Docs — Task Log maintenance for Telegram phases
  • Branch: main
  • PR: —
  • Status: ⏳ In Progress
  • Outcomes:
  • Append T-115/T-118/T-119/T-120 and keep Task Log synchronized as Telegram UI evolves.

T-122

  • Title: Telegram — Year/Projects navigation cleanup (vanish year list; Back clears project bubbles)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • When selecting a year, the year list (welcome + year keyboard) is removed to keep the chat focused on the project list.
  • Project listing footer includes [➕ Add New Project] and [⬅ Back to Years].
  • Selecting a project prunes other project bubbles so only the selected project remains visible.
  • Selecting [⬅ Back to Years] removes all project bubbles and re‑shows the year list.
  • Added a heading bubble at the top of the list: “Projects of ”.

T-117

  • Title: Telegram — Expand invoice editing coverage
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Added Client Company Name to editable invoice fields.
  • Added invoice number rename (safe rekey) with immediate refresh.
  • Added item-level edits (Title, Sub‑Qty, FeeType, Notes, Unit Price, Quantity, Quantity Unit, Discount) with preview/confirm.

T-123

  • Title: Telegram — Create New Invoice (suggested number + guided fields)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Suggest base invoice number derived from project number + pickup date; user can accept or enter a custom number.
  • Guided capture of client fields; preview and Confirm/Cancel; writes via createInvoiceForProject.
  • After creation, shows Invoice Detail as multi-bubble view.
  • Align base/suffix rules with web app (MMDD + unique suffix when needed).

T-124

  • Title: Telegram — Create New Project (suggested number + guided fields)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Suggest next sequential project number for the chosen year (same rules as web app UI).
  • Guided capture of key project fields; preview and Confirm/Cancel; writes via createProjectInDatabase.
  • On Confirm Create, transform the preview bubble into the Project Detail page (no hanging); clear prior creation/listing bubbles to start fresh.

T-127

  • Title: Telegram — Project listing UX polish (top heading + footer back)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Add “Projects of ” heading bubble at the top of the project list.
  • Ensure footer with [➕ Add New Project] and [⬅ Back to Years] is always present and visible.

T-128

  • Title: Telegram — Creation flows robustness (suggested buttons + fresh-chat safety)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Fixed “Use suggested” for Project Number (NPC:NUMOK) to advance the flow.
  • Switched invoice/project creation prompts to new messages while user is typing to avoid fresh-chat deletions.
  • Subsidiary preview resolves identifiers to full English name; falls back to user input if unrecognized.

T-125

  • Title: Telegram — Invoice Detail as multi-bubble sections
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Controller message shows “Invoice: #…”.
  • Client bubble headed “Client Detail”.
  • “Invoice Detail” heading bubble above the first item, then one bubble per item.
  • Totals/To/Status as a dedicated bubble; Back appears after this bubble and returns to Project Detail.

T-129

  • Title: Telegram — Transform confirmation into next page (no hanging)
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Project creation preview is edited into Project Detail on confirm; prior creation/listing bubbles are cleared.
  • Helpers track creation message IDs to support selective cleanup.

T-130

  • Title: Telegram — Capture Project Pickup Date during project creation
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Added “Project Pickup Date (YYYY-MM-DD)” input step in the new project flow; persisted as ISO for database writes.

T-126

  • Title: Telegram — Project Detail UI polish for invoices
  • Branch: main
  • PR: —
  • Status: ✅ Done
  • Outcomes:
  • Invoices sorted earliest → latest.
  • “➕ Create New Invoice” placed below the invoice list.
  • Renamed “Edit” to “Edit Project Detail”.

Changes — P-015

  • lib/useColumnWidths.ts
  • styles/studentDialog.css
  • pages/api/calendar-scan.ts
  • apps-script/*
  • pages/dashboard/businesses/coaching-sessions.tsx

Backlog/Tasks

  • T-095 — GAS timezone + shared secret; document .env.local.
  • T-094 — Base Rate history (view/add with editedBy).
  • T-093 — Modal stacking audit and fixes (dialogs always on top).
  • T-092 — Balance Due single source of truth (align card & dialog).
  • T-091 — Total Sessions includes cancelled/proceeded; optional breakdown.
  • T-090 — Column autosize on double-click (persisted, min/max, padding).