customers, contracts, invoices, payments, train schedules, and locomotives /
trains / wagons via the fleet page's config.
FilterBar pages pass controls.params into the children slot. The four pages
still on ad-hoc filtering pass their own hand-built filter object instead,
which is why ExportButton takes plain params rather than a UseFilters — it
would otherwise have been blocked behind migrating those pages. FleetResource
serves seven slugs from config, so it gets an optional exportKey there and
renders nothing for the four slugs with no dataset yet.
Auditing each page's real filter keys against the dataset declarations turned
up three gaps where an on-screen filter would have silently not applied to the
export: invoices sends a singular "status" (the dataset only had the
multiselect "statuses"), contracts sends paymentCurrency, serviceTypeId and
route origin/destination, and train schedules sends freightType. Added all of
them — contract routes filter through EXISTS on contract_routes since they are
one-to-many, and train-schedule freightType through EXISTS on the bookings
aboard, matching the list service.
Verified in the browser: the button renders on each page, and the invoices
dialog follows that page's own filter object — selecting Paid moves the count
from 126 to 100, which matches the database. Filter pass-through checked
against the database for invoices, payments, wagons, contracts and train
schedules.
Two kinds of customer reach approval with a registration nobody checked: a
co-operative union or farm, which holds no trade licence, and a foreign
investor, whose licence comes from the Investment Commission rather than the
trade registry. Both were reviewed on screens that read exactly like an
eTrade-verified company's, with only a small Registration field naming the
difference.
They now carry an orange "Manual entry" badge in the customers list and beside
the company name, and their overview opens with an alert saying the name,
registration and address below are the customer's own statement — pointing the
reviewer at the paper that stands in for the licence (the co-operative
certificate, or the investment licence) before approving. Approval itself is
not blocked.
Three gaps on the backoffice customer detail page:
- Rejecting a change request or sending it back for correction notified
nobody. Adds CompanyNotifierService.changeRequestReturned, which pings
the customer desk with the reviewer, the outcome and the note. Marketing
joins that desk via customers:view + customers:get_notification in the
role preset — grants still come from the IAM UI, the preset only sets
the default for new environments.
- submitted_by / reviewed_by / actor_id were stored but never resolved, so
the History tab could say what changed but never who asked or who sent
it back. Resolves them through a shared iam-user-name util (deduped from
the private copy in contract-document-history.service) and renders
"Requested by" / "Sent back to marketing by" lines. The
changes_requested badge is relabelled to match the workflow.
- "View" opened an in-page modal one document at a time. Adds
openFileInNewTab, which opens the tab inside the click gesture and fills
it once the authenticated fetch resolves, and an "Open all" button that
loops over the documents table so every file lands in its own tab.
fix(useFilters): pageSize was a hardcoded constant, never read from the
URL, with no setter — the DataTable/RuleEngineListFooter page-size
dropdown silently did nothing on every page using the filter bar,
including the already-shipped ContractRequestsPage pilot. Added a `size`
URL param (mirrors `page`), `setPageSize`, and wired
`tableProps().onPaginationChange` to route page-size vs page-index
changes to the right setter instead of only ever calling setPage().
feat(clientFilter): applyClientFilters — the Family-B bridge the plan
called for. Generalizes ListControls'/useListControls' one hardcoded
search box + one date range to every FilterDef, matched against
`row[def.key]`. Reuses matchesDayRange/toDayString from
hooks/useListControls.ts (imported, not duplicated) so the inclusive-
range/timezone-safe semantics stay defined in exactly one place. Lets a
page ship the full pill-bar UI immediately and flip to server-side
filtering later by deleting one function call — no endpoint changes
required up front.
Migrated to the filter bar (mechanical, pattern established by
ContractRequestsPage):
- WarehouseInvoicesPage, LoadedInventoryPage, TrucksOnSitePage — Family B
(ListControls/useListControls → FilterBar + applyClientFilters)
- CustomersPage — Family A (useState bag → useFilters), no filter pills
needed here (search + sort only), the SegmentedControl "view" stays
page-level tab state (like ContractStatusTabs), not a filter pill —
it now resets the page via controls.setPage(1) on change, the same
hazard useFilters already guards its own filters against
They hold a TIN but no business licence, so there is no eTrade record to look
their registration up in. A checkbox on the first wizard step marks them, and
everything that assumed a trade licence bends around it:
- The company step replaces the eTrade lookup with typed registration details
— name, region, zone, woreda, kebele, house number — required exactly because
they are now on screen. applyEtradeSourcedFields skips the lookup rather than
failing it, so what the customer sends is what is stored.
- No freight-forwarder role. Forwarding is licensed work, so the option is not
offered, and the API refuses it at start-onboarding and at every later
role-add rather than letting approval fail on a document they cannot produce.
- No per-role business-licence upload, client-side or in the completion gate.
- Their own document set (company_onboarding_documents_cooperative) merges on
top of the nationality one, admin-managed like every other set. Nationality
wins a fileKey collision so no slot renders twice, and the DARS paper is not
injected into it — the set it merges onto already carries one.
- The owner is typed in full; with no eTrade manager on file the licence
comparison reports "nothing to compare against", which backoffice now
explains rather than leaving as a bare dash.
Stored as an attributes flag, not a column: everything it changes is
behavioural, and nothing queries or joins on it.
- Replace the general-manager rows with owner rows across the customer
detail, contract cards, types and service mappings.
- The identity card names its subject ("Verifies for this company") and shows
whether the asserted owner matches the manager on the eTrade licence:
amber when it does not, green when it does, dimmed when eTrade named
nobody. Advisory only, since the comparison is a fuzzy transliteration
match.
- A missing delegation letter now keys on poaDeclared === "yes".
- Keep the three general-manager labels in the change-request label map so
historical requests still render readable field names.
Backoffice can now "Request changes" on a pending settings change
request without rejecting it outright: a new ChangesRequested status
keeps the row open so the customer's next edit appends into the same
request instead of starting a fresh cycle, and the reviewer's note
persists across that round instead of being cleared on resubmit.
Version History and Review History (previously two separate,
differently-shaped lists) are merged into one chronological timeline
under a new History tab, including document changes shown as a real
previous-vs-current diff (both files openable).
Bug fixes surfaced while wiring this up:
- Replacing a single-file document slot left the old file live
alongside the new one instead of retiring it (customer settings +
onboarding uploads).
- The "previous" file in a document diff 404'd once superseded —
the preview route now also matches soft-deleted records.
- A document replace was recorded twice in the timeline (once at
upload, once again at change-request approval).
Ticket #181 — eTrade auto-fetch already existed; adds a client-side
download of the fetched record (eTrade returns data, not a document)
on the portal onboarding step and the backoffice customer detail page.
Ticket #238 — pre-approval edits and document uploads write straight
to the live company row with no approval gate and, until now, no
trace. Adds an append-only company_revisions log (diffed field
changes, document uploads) recorded from updateProfile and
uploadCompanyDocuments, exposed via GET /companies/:id/revisions and
shown as "Version history" on the backoffice customer detail page.
Ticket #420 — add approved_at to companies (migration), stamped at
both promotion sites (first-profile auto-approve and manual staff
status change). Surfaced as Submitted on/Approved on in the backoffice
customer list and detail views.
The customers:* keys were seeded and present in the backoffice constants but
enforced nowhere except reset-password. Customer CRUD sat behind the coarse
edr_freight_app:admin umbrella, and every company read endpoint was unguarded.
Two routes could not be gated on the route alone, because the authority they
need depends on the request BODY, not the path:
- PATCH /companies/:id carries `status` (UpdateCompanyDto extends
PartialType(CreateCompanyDto)), so it both edits fields and blacklists.
- PATCH /company-profiles/:profileId/status is approve, reject, suspend and
blacklist on one route.
Both now take a one-of route guard and assert per-status against a shared
STATUS_PERM map: approving/reactivating needs customers:verify, suspending or
blacklisting needs customers:deactivate. PATCH /companies/:id additionally
requires customers:update when any non-status field is present, so a caller
holding only deactivate cannot rename a company. The backoffice mirrors the
same map so no button is offered that the server would reject.
GET /companies/:companyId/documents is left authenticated-only with the split
in the handler: it is dual-audience. The portal reads its own documents during
onboarding, and the contract-request detail page (gated on contracts:view)
reads the applicant's. Gating it on customers:view alone would have 403'd
customers on their own documents and blanked the contract reviewer's panel.
The two by-company customer-view reads take a one-of guard for the same reason
— otherwise a staffer granted only customers:view gets a detail page whose tabs
403 individually.
Frontend: the customers routes were sidebar-filtered but not wrapped in
RequirePermission, so direct URL navigation rendered them for anyone.
Verified: freight-api type-check clean; backoffice type-check unchanged from
HEAD (pre-existing errors only); 25 tests pass across the companies and
freight-permission suites. Not exercised against a running API.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Marketing asked for approval requests to surface in order instead of the
alphabetical default. New sortBy=review tiers the list by what needs
action - submitted applications awaiting first approval, then approved
customers with a pending change request, then everyone else (drafts
included) - newest first within each tier. Exposed as the backoffice
"Needs review first" sort option and made the default on both ends.
EDRFREIGHT-232
Two review-workflow gaps for freight customer onboarding:
Request for change per document. Backoffice can now flag a single uploaded
document (company document, profile licence, or POA delegation letter) with a
note the customer sees, instead of rejecting the whole role over it. Adds
review_status/review_note/reviewed_by/reviewed_at to freight.files (migration
AddFileReviewStatus, partial index for the gate), a POST
documents/:fileId/request-change endpoint, the backoffice action + modal, and a
portal banner/badge so the customer knows what to re-upload. Re-uploading clears
the flag. Approving a role is blocked while any of its documents has an open
correction; the gate check and the status write share a pessimistic write lock
on the company row (as does the change-request write) so a correction can never
slip in between the check and the profile going Active.
Resubmission is visible to reviewers. When a customer resubmits a rejected role
or amends a change request, backoffice staff are notified (allBackoffice inbox
item, deep-linked to the customer) and the resubmission surfaces in a new
"Pending changes" list view + KPI, since such companies are status = active and
never matched the pending-approval filter.
- Created CustomersPage component to display a list of companies with search and pagination features.
- Added mock data for companies, including various statuses and profiles.
- Implemented a service layer to simulate API calls for fetching company data, bookings, documents, and payments.
- Defined TypeScript types for company and related entities to ensure type safety.
- Integrated Mantine components for UI consistency and improved user experience.
