HALO CRM research
Domain mapResearch
Domain map / money / Payment log
Real and working
Domain 5 · money · ~2,500 LOC

Payment log

Merges four sources into one reconciliation ledger where some rows are derived (keyed by sourceKey) and others stored; confirmations attach to either, and soft-deletes stay findable under a Deleted status so they can be undone.

What it is and how it feeds the rest

Mechanically

Merges four sources into one reconciliation ledger where some rows are derived (keyed by sourceKey) and others stored; confirmations attach to either, and soft-deletes stay findable under a Deleted status so they can be undone.

How it connects

The settlement view over both invoicing domains. Largest single page component at 871 LOC.

Pages

  • src/pages/PaymentLog.tsx

Components

  • src/components/payment-log/

Convex modules

  • paymentLog.ts

Tables

  • paymentLogEntries
  • paymentLogConfirmations
  • recurringExpenses

Findings that touch this domain

high All money is float64; 2 rounding calls in 11,274 LOC, none in invoicing/referrals/payroll

convex/schema.ts:103,132,153,393,703

high No append-only history in 56 tables; customStatusHistory is customs-only

convex/schema.ts

Open questions

Research priority for this domain is medium. Agent findings splice in below this line and survive regeneration.