- public.bills.line_items + line-aware accounting mirror (one bill_item per
Buildium line with its mapped platform account)
- buildium-sync bills: strict per-line resolution through
buildium_gl_account_links (unmapped -> bill held + flagged); pulls
/bills/{id}/payments (check#, bank, date) and /bankaccounts/{id}/checks
(one-off checks become paid bill+payment pairs)
- import-mode companies get direct JEs (buildium_bill Dr expense/Cr AP,
buildium_billpay Dr AP/Cr mapped bank) + cleared register rows; sets
buildium_gl.exclude_ap so the nightly GL pull skips Bill/Bill Payment/Check
- buildium-gl-sync: exclude_ap transaction-type filter; preserve buildium_gl
config keys when advancing the watermark
- Settings: Pull Bills & Expenses card with held/unmapped reporting
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
UI
- Dashboard BillApprovalsCard: render approver name chips (color-coded
by vote status) per pending bill instead of leaving the approver
identity invisible.
- BillDetailPage: collapse the duplicate "Requested Approvers" card
into the existing "Approvers" table. Approve/deny handler now stamps
approved_by = auth.uid() for audit trail.
- MasterBoardDashboardPage: the "pending approvals for me" count was
filtering on a non-existent bill_approvals.approver_user_id column.
Replaced with a board_members.member_name -> bill_approvals.approver_name
join (matches the RLS policy).
- BillApprovalRequestDialog + AIInvoiceParserPage: bill_approvals inserts
now set created_by.
Database
- Rename public.bill_approvals.vendor_name -> approver_name. RLS policies
auto-rewritten by ALTER TABLE RENAME COLUMN; the column was misnamed
(it stores the approver's board-member name, never a vendor).
- Restore the bill_approval_email_tokens table + lookup_/record_
bill_approval_by_token RPCs. The original 20260520153409 migration
was never applied successfully; rewrote it to use approver_name and
to populate approved_by/created_by from board_members.user_id on
token-driven votes. Added the v2 migration that matches the live DB
state.
- accounting trigger: void on accounting.bills cascades to
public.bills.status='cancelled' (existing forward sync then drops the
accounting row per accounting.bill_should_mirror).
Edge function
- send-transactional-email: add bill-approval-request and
bill-approval-vote-invite templates (caller paths in BillApprovalsPage
+ send-bill-approval-invites referenced templates that weren't in the
registry, so every email 404'd). Restored the local copies of
election-invite, board-vote-invite, and the missing registry.ts so the
repo matches what's deployed. Deployed to send-transactional-email v35.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
admin