kris-tab

PostHog Event Test Checklist

Use this checklist to verify the analytics events currently wired in invoice-app.

Global

Event	Trigger to test
$pageview	Navigate between pages/routes
posthog identify	Log in as a user and confirm user properties update

kris-tab

AWS Preview Environments Setup Guide

Last Updated: February 11, 2026

This document provides step-by-step instructions for setting up AWS infrastructure to run preview environments for all 4 TabCommerce applications (invoice-app, sqm-chat-backend, tab-finance, transaction-export-service) with Neon databases.

Table of Contents

1. Architecture Overview
2. Prerequisites

kris-tab

# RBAC Migration Scope & Effort Estimate

## Current State Summary

| Layer | Auth Pattern | Count |
|-------|--------------|-------|
| **sqm-chat-backend** | `auth('permissionString')` on routes | ~90 route protections |
| **sqm-chat-backend** | Unique permission strings | ~50 |
| **invoice-app** | Route configs (`authorizedUsers` / `authorizedSeatRoles`) | ~28 routes |
| **invoice-app** | Inline role checks (`user?.is_admin`, etc.) | ~50+ components |

kris-tab

AWS Preview Environments Setup Guide

Last Updated: February 11, 2026

This document provides step-by-step instructions for setting up AWS infrastructure to run preview environments for all 4 TabCommerce applications (invoice-app, sqm-chat-backend, tab-finance, transaction-export-service) with Neon databases.

Table of Contents

1. Architecture Overview
2. Prerequisites

kris-tab

PR Preview Environments with Neon Databases - Implementation Plan

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name: PR Preview Environments with Neon Databases overview: Set up automated preview environments that deploy all 4 repos (invoice-app, sqm-chat-backend, tab-finance, transaction-export-service) using feature branches or dev branch. One preview per Jira ticket—multiple PRs for the same ticket share the same preview URL. Each preview gets its own Neon database. Preview URLs are path-based (preview.tabcommerce.com/TAB-1234). todos:

• id: neon-api-integration content: Create Neon API integration script to create/delete branch databases status: pending
• id: branch-detection

kris-tab

JIRA Release Process Summary

Overview

This document summarizes the complete release process for promoting tickets from development to production, including manual steps, automated workflows, and external system integrations.

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Process Flow

Phase 1: Manual Release Ticket Creation (via Cursor Rules)

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Autopay Payment Allocation Bug Fix

Executive Summary

A bug in the payment allocation logic caused autopay payments to be incorrectly allocated to already-paid billing cycles instead of cycles with outstanding balances. This resulted in a $10 shortfall where the payment was allocated to the wrong billing cycle.

What Happened

Timeline of Events