Commit Graph
7 Commits
Author SHA1 Message Date
AndymickandClaude Haiku 4.5 0d575f5231 Move login activity items from Finance menu to Admin menu
- Move 'Admin login activity' from Financial submenu to top-level Admin menu
- Move 'Customer login activity' from Financial submenu to top-level Admin menu
- Keep Financial menu focused on accounting: Accounts, Reports, Bank Reconciliation, Audit Trail
- Login activity now easier to access at main menu level

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-07-18 06:04:47 +01:00
AndymickandClaude Haiku 4.5 47bc87692d Consolidate financial pages into Financial submenu
- Grouped accounts, reports, reconciliation, and audit logs under one menu
- All 6 financial tools now accessible from expandable Financial submenu
- Cleaner admin navigation with collapsible sections

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-07-17 17:31:05 +01:00
AndymickandClaude Haiku 4.5 7f88379d3b Phase 3: Bank reconciliation system
Added complete bank statement reconciliation workflow:

Database Schema:
- BankStatement: metadata for uploaded statements
- BankStatementLine: individual transactions from statements
- BankReconciliation: links system transactions to bank lines

Features:
- CSV import with flexible format detection (DD/MM/YYYY, YYYY-MM-DD dates)
- Auto-matching algorithm: exact amount+date = 100% confidence, fuzzy matching up to 7 days
- Manual matching UI for unmatched transactions
- Discrepancy detection (amount mismatches)
- Reconciliation dashboard with summary stats
- Statement history view with status tracking

Pages:
- /admin/accounts/reconciliation: Dashboard and statement list
- /admin/accounts/reconciliation?id=X: Statement detail with matching UI
- /admin/accounts/reconciliation/upload: CSV upload form

Server Actions:
- uploadBankStatement: CSV parsing and auto-matching
- manualMatch: User-initiated transaction linking
- unmatchBankLine: Remove incorrect match
- archiveStatement: Mark statement as complete
- markReconciled: Finalize reconciliation

Utils:
- parseCSV: Flexible bank statement parser
- autoMatchTransactions: Fuzzy matching algorithm
- getReconciliationSummary: Stats calculation

UI Components:
- ReconciliationClient: Interactive matching interface with tabs
- Manual match form: User-friendly transaction linking

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-07-17 15:58:23 +01:00
AndymickandClaude Haiku 4.5 d56f942a88 Phase 1: Financial audit logging foundation
- Add FinancialAuditLog model to track all financial changes
- Log action (CREATE, UPDATE, DELETE) with before/after values
- Capture who made changes (IP address)
- Record timestamp and reason for change
- Create /admin/financial-audit page to view audit trail
- Add filtering by entity type, action, date range
- Show summary stats (total changes, deletions, etc)
- Integrate with purchases: log create and delete operations
- Red-flag deletions for security awareness
- Add "Financial audit trail" link to admin menu

This provides foundation for Phase 2 (reporting UI) and Phase 3 (bank reconciliation).
All financial changes are now traceable and auditable for compliance.

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-07-17 15:23:05 +01:00
AndymickandClaude Haiku 4.5 e69759081c Add customer login activity logging
- Add CustomerLoginLog model to track customer login attempts
- Record successful and failed customer logins
- Capture email, IP address, and user agent for each attempt
- Create /admin/customer-login-logs page to view activity
- Show login stats (successes, failures, active customers)
- Display browser/device and IP for each login attempt
- Add "Customer login activity" link to admin menu
- Monitor customer access patterns and detect suspicious activity
- Last 30 days active customer count

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-07-16 21:43:09 +01:00
AndymickandClaude Haiku 4.5 ea6f9d2e25 Add admin login activity logging
- Add AdminLoginLog model to track all login attempts
- Record successful and failed login attempts
- Capture IP address and user agent for each login
- Create /admin/login-logs page to view activity history
- Show login stats (successes, failures, last 30 days)
- Display browser/device and IP for each login
- Add "Login activity" link to admin menu
- Useful for security auditing and monitoring access

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-07-16 21:33:40 +01:00
Andymick 41937ffc15 Initial commit: Craft2Prints with Stages 1-3 2026-07-15 18:09:59 +01:00