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feat(people): add fee renewals and signed receipts - #100
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WalkthroughThe PR adds People fee and receipt workflows, including member uploads, fee review and payment actions, receipt issuance, and officer signing tools. It adds contracts, server functions, a receipts route, agent-mode data, and shared UI controls. The production People backend bridge for receipt signing remains pending. ChangesPeople fees and receipts
Sequence Diagram(s)sequenceDiagram
participant Member
participant MyFeeCard
participant uploadMyTransferReceipt
participant PeopleApi
participant PeopleBackend
Member->>MyFeeCard: select transfer receipt, date, and amount
MyFeeCard->>uploadMyTransferReceipt: submit transfer details and file
uploadMyTransferReceipt->>PeopleApi: upload file and parsed transfer data
PeopleApi->>PeopleBackend: forward transfer receipt request
PeopleBackend-->>PeopleApi: upload result
PeopleApi-->>uploadMyTransferReceipt: upload result
uploadMyTransferReceipt-->>MyFeeCard: completion response
MyFeeCard-->>Member: refresh fee view
Priority: ➖ Normal Change: Feature Merge Risk: 🔵 Low · up to
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Ho fatto una passata su tutta l'area People (#97 + questa PR) seguendo le tue note: bug, ripetizioni, menu strani e controlli nativi del browser. Tutto in e289666; backend e auth non li ho toccati. Bug
Menu e controlli nativi
Ripetizioni / TS
Lasciato com'è
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Actionable comments posted: 2
- 🪄 Fix comments: Fix CodeRabbit comments on this PR
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Inline comments:
Review comments at @src/features/people/pdf-pages.tsx:
- Around line 28-29: After creating the pdf.js loading task in the effect, check
whether it has been cancelled; if so, destroy the task and return before
awaiting its promise or processing pages. Keep the existing `destroy` cleanup
assignment for tasks created while the effect is active.
Review comments at @src/features/people/receipts-page.tsx:
- Around line 165-169: Update the mobile signer text in the receipt status
branch to use future-tense wording, indicating who is expected to sign rather
than implying the receipt has already been signed; keep the signer name and
label chip unchanged.
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ℹ️ Review info
⚙️ Run configuration
- Configuration used: Organization UI
- Review profile: CHILL
- Plan: Advanced
- Run ID:
6da15413-b442-431a-bf1f-8969b327c540
📒 Files selected for processing: 65
AGENTS.mdREADME.mddocs/design.mddocs/esign/contracts.mddocs/people/README.mddocs/people/contract.mddocs/people/decisions.mddocs/people/fees.mddocs/people/plan.mdsrc/components/primitives/date-field.tsxsrc/components/primitives/file-button.tsxsrc/components/primitives/filter-menu.tsxsrc/components/primitives/index.tssrc/components/primitives/radio-card.tsxsrc/components/primitives/select-field.tsxsrc/components/shell/mobile-nav.tsxsrc/components/shell/nav.tssrc/features/azure/members-page.tsxsrc/features/guides/guide-dialogs.tsxsrc/features/people/admin-dialogs.tsxsrc/features/people/admins-page.tsxsrc/features/people/capo-page.tsxsrc/features/people/census-answers-dialog.tsxsrc/features/people/census-page.tsxsrc/features/people/fee-dialogs.tsxsrc/features/people/import-wizard.tsxsrc/features/people/link-account-dialog.tsxsrc/features/people/linking-page.tsxsrc/features/people/member-dialogs.tsxsrc/features/people/members-page.tsxsrc/features/people/my-area-dialogs.tsxsrc/features/people/my-area-page.tsxsrc/features/people/my-fee-card.tsxsrc/features/people/notes-dialog.tsxsrc/features/people/overview-page.tsxsrc/features/people/pdf-pages.tsxsrc/features/people/people-fees.functions.tssrc/features/people/people-fees.tssrc/features/people/people-files.tssrc/features/people/people-format.tssrc/features/people/people-hooks.tssrc/features/people/people-receipts.functions.tssrc/features/people/people-self.functions.tssrc/features/people/people-ui.tsxsrc/features/people/people.api.server.tssrc/features/people/people.contract.tssrc/features/people/people.fake.server.tssrc/features/people/people.fixtures.server.tssrc/features/people/person-dialog.tsxsrc/features/people/person-page.tsxsrc/features/people/receipt-dialogs.tsxsrc/features/people/receipt-files.server.tssrc/features/people/receipts-page.tsxsrc/features/people/team-dialogs.tsxsrc/features/people/teams-page.tsxsrc/lib/date-only.tssrc/routeTree.gen.tssrc/routes/dashboard.tsxsrc/routes/dashboard/people/receipts.tsxsrc/server/auth.middleware.tssrc/server/permissions.tstests/date-only.test.mjstests/people-esign.test.mjstests/people-fees.test.mjstests/server-security.test.mjs
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Members upload their transfer receipt in My area; admins with people:fees:write approve it, reject it with a reason, mark a fee paid by hand and send reminders from the Member register or the record. Approval issues a numbered receipt (2026/042) that the President downloads as a ZIP, signs with the CIE app and uploads back in the new People › Receipts section; files are matched by the number in their name, corrected by hand, and emailed to the member. The President's own receipt goes to the Vice-president. Receipts are never deleted, only voided. The contract gains FeeDetail, Receipt, fees on the record, fee instructions in My area, people.fees.*, people.receipts.* and two people.me.* procedures, with the provisional permissions people:fees:write and people:receipts:sign. Agent mode seeds fee years and receipts and renders the Italian receipt PDF and the ZIP to sign. docs/people/fees.md describes the flow, screens and PDF template. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_0153QstPiakqZmaaVgTaqdnj
Review fixes for the People area before the backend work.
Bugs:
- "Add role" no longer opens an empty menu; with one role it is a plain button.
- Row menus never start with a separator or hold a single item; the Teams menu
could open empty for a Team Lead without people:appoint.
- todayIso() used the UTC date, so dates defaulted to yesterday after midnight.
- The current census and fee year is derived from the date (1 September)
instead of a hardcoded "2026/27"; the record no longer prints a fixed deadline.
- Upload signed receipts said "Add other files" but replaced the list.
- "Signed " with no date in My area; Use @username could be sent twice.
- The fake stored an empty personal email as "" instead of null.
UI:
- Custom RadioCardGroup/RadioCard (Base UI) instead of native radio inputs.
- The receipt preview draws PDFs with pdf.js (loaded on demand) instead of an
iframe, which shows nothing on Android and one page on iOS.
- Hint instead of the native title attribute; FilePickerButton instead of a
hand-written file input.
- ActionMenu: no action, one icon button, or a menu of two or more; menus no
longer repeat "Open record" on rows that already link to it.
- DateField, SelectField, FilterMenu and ToggleFilter move to the primitives;
guides and Microsoft 365 members use them too. The year select covers ten
years instead of 1900 onwards.
Code:
- errorMessage wraps @/lib/errors and accepts any thrown value, removing
~33 instanceof ternaries; error copy follows "Couldn't {verb} {object}".
- useDialog/useDialogState and useOpenGeneration replace 23 manual key
counters; useLoaded and useFileDownload replace six load effects and three
download handlers.
- Photo consent states, plurals and receipt notes use shared tables/helpers.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Prepare fixed receipt signing requests through a validated People contract and reuse the existing CIE popup and job lifecycle. Keep ZIP download and signed-file upload as alternatives, and preserve all navigation counts and restricted People access. The People backend, including durable receipt/request binding and completion, remains pending. Agent mode reports this requirement instead of inventing valid eSign requests.
Use the existing PDF viewer and signing flow for receipts, retain permission boundaries after rebasing, and identify system-owned receipt requests in Signatures. Document durable backend completion and verify PDF cancellation, contract validation and permission profiles.
Checked against PoliNetworkOrg/backend#83: - Admitting with the fee paid issues a receipt, so the fee choice needs `people:fees:write`; without it the member is admitted with the fee due. - A transfer receipt under review can't be replaced; drop Replace file. - Fee reminders report unsent ones and no longer promise bank details. - Signed uploads respect the backend's 50 MB batch and 200-character name limits; a partial send no longer blames email for every failure. - Signatures: name the `people_invalidated` event, accept a `.p7m` as the signed upload of a receipt request, and hide the Delivery card, as People emails the receipt. - Docs describe the implemented bridge, receipt request visibility and the refused delivery retry. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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…claude/vigilant-euler-gkle0o # Conflicts: # docs/design.md # src/features/esign/batch-page.tsx # src/features/esign/esign.functions.ts # src/features/esign/pdf-viewer.tsx # src/features/esign/request-page.tsx # src/features/esign/requests-page.tsx
Builds membership fee renewal and receipts on #97. Members upload bank-transfer receipts in My area; fee administrators review payments, remind members, retry delivery and void receipts; the assigned President/Vice-president signs.
PdfPagesimplementation is removed.SignWithCiepopup, job states and notifications. Manual ZIP download/signed-file upload remain available. Officers see only their signing actions; fee administrators and register readers get their own controls.peopleReceiptprovenance and link to the filtered receipt queue. Their placement is fixed, generic cancel/delete controls are hidden, and receipt signing still requires the dedicated permission.The People backend/receipt bridge is pending.
people.receipts.prepareSignaturesmust return exactly the selected receipts with distinct durable request IDs. The backend owns officer/version checks, receipt/request association, both completion paths, retention and exactly-once email delivery without a browser callback. The matching contracts are indocs/people/contract.mdanddocs/esign/contracts.md;peopleReceiptis optional for deployed non-People eSign responses.Permission matrix · Actual browser verification and limitations.
Validation:
pnpm check,pnpm typecheck,pnpm test(90 passed, 3 optional integrations skipped) andpnpm build; 26 existing lint warnings. Browser checks cover the permission profiles at 320px and 1440px, the shared PDF preview, one fake fee approval, officer assignment, manual ZIP/options and the CIE backend-dependency error. Real CIE hardware, backend completion/delivery/concurrency and a real signed-in OIDC session were not verified. Signatures provenance was tested through its parser, not against a real eSign backend.