Merge pull request 'Send platform operators to the platform console after sign-in' (#9) from fix/operator-landing into main

Reviewed-on: #9

.env.example

@@ -13,10 +13,17 @@ JWT_REFRESH_TTL=30d
 DELIVERY_MAX_DEVICES=2
 
 # ---- Platform operator ----
-# Comma-separated emails with cross-tenant access to /platform. Create these
+# Comma-separated emails with cross-tenant access to /platform. The account
-# accounts with `npm run seed`; public signup refuses these addresses.
+# must also carry the platformAdmin flag, set only by `npm run seed` or
+# `npm run migrate:identity`. Removing an email here revokes access.
+# Public signup refuses these addresses.
 PLATFORM_ADMIN_EMAILS=
 
+# ---- Invite links ----
+# Public base URL used in staff invite links. Optional: defaults to the
+# address the request came in on.
+APP_URL=
+
 # ---- M-Pesa (optional, off for the pilot) ----
 # M-Pesa STK Push is out of scope for the pilot. While this is false every
 # /api/mpesa route returns 404 and the Daraja variables below are ignored.

docs/PILOT_READINESS.md

@@ -62,7 +62,7 @@ the decisions taken along the way, and what is still open.
 | Decision | Why |
 |---|---|
 | Offline sales are always accepted, even if they take stock below zero. | The sale already happened. Refusing it would lose real cash. Negative stock is shown on the Stock page and fixed with a physical count. |
-| Transfers are refused when the sending branch lacks the stock. | Transfers are made online by a manager, so they can be checked. |
+| Transfers are refused when the sending branch lacks the stock. | Transfers are made online by a manager, so they can be checked. The check and the move run under a short per-branch, per-product lock (`withStockLock` in `src/lib/server/stock.ts`), so simultaneous transfers cannot together overdraw a branch; physical counts take the same lock. |
 | The server price is authoritative; a different price shown on the device is kept (`clientUnitPrice`) and flagged (`priceMismatch`). | Trusting the device's price would let a cashier under-charge. Overwriting it silently would hide a cash discrepancy. |
 | A queued sale stays with the branch where it was recorded, even if the cashier has since moved. | That is where the stock left and the cash was taken. |
 | A product deactivated while a phone was offline is still recorded at its price. | Same reason as the first row: the sale happened. |
@@ -76,7 +76,7 @@ the decisions taken along the way, and what is still open.
   sales from the old version are sent on the next sync.
 
 ## Testing
-- `npm test` runs 37 API tests against an in-memory MongoDB, covering role
+- `npm test` runs 62 API tests against an in-memory MongoDB, covering role
   enforcement, tenant isolation for sales, stock and transfers, suspension,
   the sync protocol (including a 120-sale backlog replayed twice), and the
   business day.
@@ -84,21 +84,126 @@ the decisions taken along the way, and what is still open.
   in, stop the server, reload the terminal, record two sales, restart the
   server, confirm they sync once and deduct stock.
 
+## Follow-ups from the 11 October 2026 test report
+
+The initial test report (run on the build before these changes) raised
+seven findings and a retest plan. All of them are addressed on
+`fix/test-report-followups`:
+
+| Finding | What changed |
+|---|---|
+| F-01 Trial allows one branch | A business on its free trial may run **2 active branches** whatever its tier (`TRIAL_MAX_BRANCHES` in `src/lib/tiers.ts`). After the trial the tier's limit applies to adding branches. |
+| F-02 No current stock | Done in the previous change (stock ledger). Purchases recorded before the ledger existed are added by `npm run backfill:stock`. |
+| F-03 Reversed report dates | Refused in the page and by the API (400). The page labels which period the cards show. Report dates are Nairobi business days. |
+| F-04 No way back for deactivated products | Products page lists deactivated products under a toggle, with Reactivate. Deactivating warns about stock still on hand; that stock stays on the Stock page and can be transferred or counted out. |
+| F-05 Eggs shown as litres | Products carry a unit (L, ml, kg, g, pcs, tray, pack), chosen when the product is created and shown everywhere. |
+| F-06 No branch or staff removal | Staff: deactivate/reactivate (previous change). Branches: rename and deactivate/reactivate on the Branches page. A branch can only be deactivated once it has no stock and no active staff; its history stays in reports. |
+| F-07 Purchases shown as cost of goods | Cost of goods sold covers only units sold (now first-in-first-out per branch; see "Cost of goods sold" below). Purchases in the period are shown separately as "Stock purchased", with a "Cash surplus" line. |
+| STA-04 No invites | Staff and new branch managers can be invited: the owner or manager gets a one-time link (7 days) to send, and the person sets their own password. A new link can be made from Staff. |
+| CAT-12 Zero price, duplicates | Prices must be above zero; product names are unique per business, ignoring case. |
+| OFF-02 Local stock deduction | The till shows each product's stock and deducts every sale immediately, online or offline. |
+| POS-02 / INV-05 Oversell, cancel | The till warns before selling more than the recorded stock and asks to confirm (it does not block, because the sale may already have happened). A "Clear sale" button empties the cart. |
+
+`tests/retest-plan.test.ts` runs the report's completion and retest plan
+(online sale, transfer, two offline sales replayed twice, a Branch B sale)
+and checks every balance and total it predicts.
+
+### Before re-running the test report's plan on ZERRO
+1. Deploy, then run `npm run backfill:stock` once so the existing test
+   purchases count as stock. Run it **before** anyone records an opening
+   count, or those units would be counted twice.
+2. ZERRO is trialling, so it can now add Branch B without a plan change.
+3. Create the manager and cashier logins with invite links from Staff.
+
+## Branch prices
+
+Owners set a different price per branch on **Products -> Branch prices**
+(`/admin/prices`, API `/api/branch-prices`). Setting a price back to the
+default removes the override. Branch managers see their own branch's
+prices read-only.
+
+- It is a Growth/Enterprise feature (as the plan list already advertised),
+  also available during the free trial. After a trial on Starter, existing
+  branch prices keep applying and can be reset, but not changed.
+- The till, cash sales and M-Pesa all read the branch price. A phone picks
+  up a change the next time it loads products; a sale it records offline in
+  the meantime is kept at the server's price and flagged as a price
+  mismatch.
+- The Products page always shows default prices.
+
+## People in more than one business
+
+Email and phone are unique **within a business**, not across the platform,
+so one person can work for two businesses. Each account has its own
+password and role.
+
+- Login looks the email up in every business. If the password matches one
+  account, it signs straight in; if it matches several, the login page asks
+  which business. Someone with a wrong password learns nothing about which
+  businesses an email belongs to, and a wrong guess never resets the
+  failed-login count of another business's account.
+- Signup and staff creation only check for duplicates inside the business,
+  so they no longer reveal whether an email or phone is registered
+  elsewhere.
+- Platform-operator access now needs the `platformAdmin` flag on the
+  account as well as the email in `PLATFORM_ADMIN_EMAILS`. Without the
+  flag, any owner could create a staff account with the operator's email
+  in their own business. The flag is only set by `npm run seed` and
+  `npm run migrate:identity`, never through the app.
+
+**Deploying this change:** run `npm run migrate:identity` straight after
+the deploy. It flags the existing operator accounts and swaps the old
+platform-wide unique indexes for per-business ones. Until it runs,
+operators cannot open the Platform console and a second business cannot
+reuse an email. It is safe to re-run.
+
+## Tenant isolation is enforced
+
+Every model that holds one business's data carries a guard
+(`src/lib/server/tenantGuard.ts`). A query that does not name exactly one
+business (`businessId: <id>`) throws `TenantScopeError` before it reaches
+the database, so a route that forgets the business filter fails loudly in
+development and in the tests instead of reading or changing another
+business's data.
+
+- Guarded: User, Branch, Product, BranchPricing, Transaction,
+  DailyInventory, Expense, Purchase, StockMovement, StockTransfer. A test
+  fails if a new model with a `businessId` field is added without the guard.
+- Queries that genuinely span businesses must be wrapped in
+  `crossTenant("reason", ...)`: login's email lookup, refresh-session and
+  invite-token lookups, the M-Pesa callback, the platform console, and the
+  maintenance scripts. `git grep crossTenant` lists every one.
+- Related records are loaded with `scopedPopulate`, so a populated branch,
+  product or staff name is also restricted to the business.
+- `tests/isolation.test.ts` sweeps every read route with another business's
+  ids (nothing of theirs comes back) and every write route (all refused,
+  their data unchanged).
+- Not guarded, by design: Business (the tenant itself, always looked up by
+  the session's id), UserSession, MpesaCallbackLog and StockLock.
+
+## Cost of goods sold
+
+The profit report costs sales first-in-first-out, per branch
+(`src/lib/server/costing.ts`). It replays the stock ledger in order. Each
+branch keeps queues of stock at the price it was bought at, and a sale
+takes the oldest first.
+
+- **Transfers carry their cost.** Stock moved between branches arrives at
+  what the sending branch paid.
+- **Opening stock and upward counts** are valued at the product's purchase
+  price at the time (or its first purchase price, if they came first).
+- **A sale recorded before its stock** (e.g. an offline sale before the
+  purchase was entered) is costed by the next stock to arrive at that
+  branch. Until then it counts as "units with no purchase cost on record".
+- **Stock written off** by counts or adjustments is shown as "Stock losses"
+  and deducted in net profit. It is not part of cost of goods sold.
+- Each report replays the business's whole stock history. That is fast at
+  pilot volumes; a business with years of history would want stored cost
+  layers instead.
+
 ## Still open
-- **Removing a branch.** Branches can be renamed but not removed. Someone
-  needs to decide what happens to a removed branch's stock and history.
-- **Setting branch prices.** Branch price overrides are applied everywhere,
-  but there is no screen or API to set them yet.
-- **Global email and phone uniqueness.** One person cannot work for two
-  businesses, and signup reveals whether an address is already registered.
-- **Isolation by convention.** Tenant filters are still written per route.
-  The tests cover the sales, stock, transfer and access paths, not every
-  route.
-- **Concurrent transfers.** Two transfers submitted at the same moment
-  could together send more than the branch holds.
-- **Cash-basis profit.** The profit report counts all purchases in the
-  period as cost of goods.
 - **M-Pesa, if turned on.** Only one product per payment. A prompt that
   times out still needs a manual check before taking cash.
-- **Not modelled yet:** invites and email verification, empty-bottle and
+- **Not modelled yet:** email verification at signup, sending invites by
-  deposit tracking, home-screen icons for the PWA.
+  email (links are shared by hand, e.g. WhatsApp), empty-bottle and deposit
+  tracking, home-screen icons for the PWA.

package.json

@@ -10,7 +10,9 @@
     "seed": "tsx scripts/seed.ts",
     "migrate:multitenant": "tsx scripts/migrate-multitenant.ts",
     "test": "vitest run",
-    "typecheck": "tsc --noEmit"
+    "typecheck": "tsc --noEmit",
+    "backfill:stock": "tsx scripts/backfill-stock-from-purchases.ts",
+    "migrate:identity": "tsx scripts/migrate-per-business-identity.ts"
   },
   "dependencies": {
     "axios": "^1.7.7",

scripts/backfill-stock-from-purchases.ts

@@ -0,0 +1,30 @@
+import dotenv from "dotenv";
+import path from "path";
+dotenv.config({ path: path.resolve(__dirname, "../.env.local") });
+
+import mongoose from "mongoose";
+import { connectDb } from "../src/lib/server/db";
+import { backfillPurchaseMovements } from "../src/lib/server/stock";
+
+/**
+ * One-off (safe to re-run): purchases recorded before the stock ledger
+ * existed did not add stock. This adds the missing PURCHASE movements so
+ * each branch's stock starts from what it actually bought.
+ *
+ *   npm run backfill:stock
+ *
+ * Run it once after deploying the stock ledger, BEFORE branches record
+ * opening counts — a count recorded first already includes those units,
+ * and backfilling afterwards would add them a second time.
+ */
+async function main() {
+  await connectDb();
+  const added = await backfillPurchaseMovements();
+  console.log(`Added ${added} purchase stock movement(s).`);
+  await mongoose.disconnect();
+}
+
+main().catch((err) => {
+  console.error("backfill failed:", err.message);
+  process.exit(1);
+});

scripts/migrate-multitenant.ts

@@ -13,6 +13,7 @@ import { Expense } from "../src/lib/server/models/Expense";
 import { Purchase } from "../src/lib/server/models/Purchase";
 import { Business } from "../src/lib/server/models/Business";
 import { DEFAULT_TIER, TRIAL_DAYS } from "../src/lib/tiers";
+import { crossTenant } from "../src/lib/server/tenantGuard";
 
 async function migrate() {
   await connectDb();
@@ -75,7 +76,7 @@ async function migrate() {
   process.exit(0);
 }
 
-migrate().catch((err) => {
+crossTenant("one-off migration of data from before businesses existed", migrate).catch((err) => {
   console.error("migration failed:", err.message);
   process.exit(1);
 });

scripts/migrate-per-business-identity.ts

@@ -0,0 +1,50 @@
+import dotenv from "dotenv";
+import path from "path";
+dotenv.config({ path: path.resolve(__dirname, "../.env.local") });
+
+import mongoose from "mongoose";
+import { connectDb } from "../src/lib/server/db";
+import { User } from "../src/lib/server/models/User";
+import { platformAdminEmails } from "../src/lib/server/platform";
+import { crossTenant } from "../src/lib/server/tenantGuard";
+
+/**
+ * One-off, safe to re-run. Moves user identity from platform-wide to
+ * per-business uniqueness:
+ *
+ *  1. Marks today's platform operators. Until now an operator was anyone
+ *     whose email was in PLATFORM_ADMIN_EMAILS; emails were unique, so
+ *     that was one account each. From now on emails are only unique per
+ *     business, so access also needs the platformAdmin flag on the account.
+ *     Run this BEFORE dropping the old index, while each listed email
+ *     still matches exactly one account.
+ *  2. Syncs the User indexes: drops the old unique `email_1` and
+ *     `phoneNumber_1`, creates unique (businessId, email) and
+ *     (businessId, phoneNumber), and a plain email lookup index.
+ *
+ *   npm run migrate:identity
+ */
+async function main() {
+  await connectDb();
+
+  for (const email of platformAdminEmails()) {
+    const accounts = await User.find({ email }).select("_id").lean();
+    if (accounts.length === 1) {
+      await User.updateOne({ _id: accounts[0]._id }, { $set: { platformAdmin: true } });
+      console.log(`Platform operator: ${email}`);
+    } else if (accounts.length === 0) {
+      console.warn(`No account for ${email} - create it with npm run seed.`);
+    } else {
+      console.warn(`${email} has ${accounts.length} accounts - set platformAdmin on the right one by hand.`);
+    }
+  }
+
+  const dropped = await User.syncIndexes();
+  console.log(`User indexes synced. Dropped: ${dropped.length ? dropped.join(", ") : "none"}.`);
+  await mongoose.disconnect();
+}
+
+crossTenant("identity migration spans every business", main).catch((err) => {
+  console.error("migration failed:", err.message);
+  process.exit(1);
+});

scripts/seed.ts

@@ -13,6 +13,8 @@ import { connectDb } from "../src/lib/server/db";
 import { User } from "../src/lib/server/models/User";
 import { Product } from "../src/lib/server/models/Product";
 import { Business } from "../src/lib/server/models/Business";
+import { isPlatformAdminEmail } from "../src/lib/server/platform";
+import { crossTenant } from "../src/lib/server/tenantGuard";
 
 /**
  * Run once against a fresh database: `npm run seed`.
@@ -39,10 +41,23 @@ async function seed() {
   }
 
   let business = await Business.findOne({ name: demoBusinessName });
-  const existing = await User.findOne({ email });
+  // Emails are unique per business, so look in the seeded business (or, for
+  // a legacy single-tenant database, for its one super admin).
+  const existing = business
+    ? await User.findOne({ email, businessId: business._id })
+    : await User.findOne({ email, role: "SUPER_ADMIN" });
+  // The seed is the only way (besides the identity migration) to make an
+  // operator: the flag is honoured only while the email is also listed in
+  // PLATFORM_ADMIN_EMAILS.
+  const platformAdmin = isPlatformAdminEmail(email);
 
   if (existing) {
     console.log(`Super admin (${email}) already exists, skipping`);
+    if (platformAdmin && !existing.platformAdmin) {
+      existing.platformAdmin = true;
+      await existing.save();
+      console.log(`Marked ${email} as a platform operator`);
+    }
     if (!business) {
       // Backfill a business for a legacy single-tenant admin if needed.
       business = await Business.create({ name: demoBusinessName, ownerId: existing._id });
@@ -61,6 +76,7 @@ async function seed() {
       phoneNumber: "254700000000",
       email,
       passwordHash,
+      platformAdmin,
       businessId: new mongoose.Types.ObjectId(), // temporary, overwritten below
     });
     business = await Business.create({ name: demoBusinessName, ownerId: owner._id });
@@ -92,7 +108,7 @@ async function seed() {
   process.exit(0);
 }
 
-seed().catch((err) => {
+crossTenant("seeding may find a legacy admin outside any business", seed).catch((err) => {
   console.error("seed failed:", err.message);
   process.exit(1);
 });

src/app/account/password/page.tsx

@@ -0,0 +1,109 @@
+"use client";
+
+import { useEffect, useState } from "react";
+import { useRouter } from "next/navigation";
+import { apiFetch, ApiError } from "@/lib/api";
+import { AuthUser } from "@/lib/types";
+
+const inputClass =
+  "tap-target w-full rounded-xl2 border border-depth-200 bg-white px-4 text-depth-900 shadow-sm transition focus:border-flow-500 focus:outline-none focus:ring-2 focus:ring-flow-500/25";
+
+/** The signed-in user changes their own password. */
+export default function ChangePasswordPage() {
+  const router = useRouter();
+  const [me, setMe] = useState<AuthUser | null>(null);
+  const [current, setCurrent] = useState("");
+  const [next, setNext] = useState("");
+  const [confirm, setConfirm] = useState("");
+  const [error, setError] = useState<string | null>(null);
+  const [done, setDone] = useState(false);
+  const [saving, setSaving] = useState(false);
+
+  useEffect(() => {
+    apiFetch<{ user: AuthUser }>("/api/auth/me")
+      .then((r) => setMe(r.user))
+      .catch(() => router.replace("/login"));
+  }, [router]);
+
+  const home = me?.role === "DELIVERY" ? "/terminal" : "/admin/dashboard";
+
+  async function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    setError(null);
+    if (next.length < 8) return setError("The new password must be at least 8 characters.");
+    if (next !== confirm) return setError("The two new passwords do not match.");
+    setSaving(true);
+    try {
+      await apiFetch("/api/auth/password", {
+        method: "POST",
+        body: JSON.stringify({ currentPassword: current, newPassword: next }),
+      });
+      setDone(true);
+      setCurrent("");
+      setNext("");
+      setConfirm("");
+    } catch (err) {
+      setError(err instanceof ApiError ? err.message : "Could not change your password.");
+    }
+    setSaving(false);
+  }
+
+  return (
+    <main className="flex min-h-screen items-center justify-center bg-sand-50 px-5 py-10">
+      <div className="w-full max-w-md rounded-3xl bg-white p-6 shadow-soft">
+        <h1 className="font-display text-2xl font-bold text-depth-900">Change password</h1>
+        {me && <p className="mt-1 text-sm text-depth-600">{me.email}</p>}
+
+        {done ? (
+          <div className="mt-6">
+            <p className="rounded-lg bg-confirm-500/10 px-3 py-2 text-sm text-confirm-600">
+              Your password is changed. Any other phone or computer signed in to your account has been signed out.
+            </p>
+            <button
+              onClick={() => router.replace(home)}
+              className="tap-target mt-4 w-full rounded-full bg-gradient-to-r from-flow-500 to-flow-700 font-display font-semibold text-white"
+            >
+              Back
+            </button>
+          </div>
+        ) : (
+          <form onSubmit={handleSubmit} className="mt-6 space-y-4">
+            <div>
+              <label htmlFor="current-password" className="mb-1.5 block text-sm font-medium text-depth-700">
+                Current password
+              </label>
+              <input id="current-password" type="password" autoComplete="current-password" value={current} onChange={(e) => setCurrent(e.target.value)} className={inputClass} />
+            </div>
+            <div>
+              <label htmlFor="new-password" className="mb-1.5 block text-sm font-medium text-depth-700">
+                New password
+              </label>
+              <input id="new-password" type="password" autoComplete="new-password" value={next} onChange={(e) => setNext(e.target.value)} className={inputClass} />
+            </div>
+            <div>
+              <label htmlFor="confirm-password" className="mb-1.5 block text-sm font-medium text-depth-700">
+                Confirm new password
+              </label>
+              <input id="confirm-password" type="password" autoComplete="new-password" value={confirm} onChange={(e) => setConfirm(e.target.value)} className={inputClass} />
+            </div>
+            {error && (
+              <p role="alert" className="rounded-lg bg-alert-500/10 px-3 py-2 text-sm text-alert-600">
+                {error}
+              </p>
+            )}
+            <button
+              type="submit"
+              disabled={saving}
+              className="tap-target w-full rounded-full bg-gradient-to-r from-flow-500 to-flow-700 font-display font-semibold text-white disabled:opacity-60"
+            >
+              {saving ? "Saving…" : "Change password"}
+            </button>
+            <button type="button" onClick={() => router.replace(home)} className="w-full text-sm text-depth-500 underline">
+              Cancel
+            </button>
+          </form>
+        )}
+      </div>
+    </main>
+  );
+}

src/app/admin/branches/page.tsx

@@ -27,6 +27,12 @@ export default function BranchesPage() {
   const [mgrEmail, setMgrEmail] = useState("");
   const [mgrPhone, setMgrPhone] = useState("");
   const [mgrPassword, setMgrPassword] = useState("");
+  const [inviteLink, setInviteLink] = useState<{ name: string; url: string } | null>(null);
+
+  // Inline rename.
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [editName, setEditName] = useState("");
+  const [editCity, setEditCity] = useState("");
 
   useEffect(() => {
     (async () => {
@@ -52,7 +58,7 @@ export default function BranchesPage() {
   }, []);
 
   async function loadBranches() {
-    const result = await apiFetch<{ branches: Branch[] }>("/api/branches");
+    const result = await apiFetch<{ branches: Branch[] }>("/api/branches?includeInactive=1");
     setBranches(result.branches);
   }
 
@@ -71,28 +77,29 @@ export default function BranchesPage() {
     };
 
     if (withManager) {
-      if (!mgrName.trim() || !mgrEmail.trim() || !mgrPhone.trim() || !mgrPassword) {
+      if (!mgrName.trim() || !mgrEmail.trim() || !mgrPhone.trim()) {
-        setError("Fill in the manager's name, email, phone and password — or switch off the manager login.");
+        setError("Fill in the manager's name, email and phone — or switch off the manager login.");
         return;
       }
-      if (mgrPassword.length < 8) {
+      if (mgrPassword && mgrPassword.length < 8) {
-        setError("The manager password must be at least 8 characters.");
+        setError("The manager password must be at least 8 characters, or leave it blank to send an invite link.");
         return;
       }
       body.manager = {
         name: mgrName.trim(),
         email: mgrEmail.trim(),
         phoneNumber: mgrPhone.trim(),
-        password: mgrPassword,
+        password: mgrPassword || undefined,
       };
     }
 
     setSaving(true);
     try {
-      await apiFetch("/api/branches", {
+      const result = await apiFetch<{ inviteUrl?: string | null }>("/api/branches", {
         method: "POST",
         body: JSON.stringify(body),
       });
+      setInviteLink(result.inviteUrl ? { name: mgrName.trim(), url: result.inviteUrl } : null);
       if (withManager) {
         show(branchName.trim() + " created with manager login for " + mgrEmail.trim(), "success");
       } else {
@@ -113,6 +120,46 @@ export default function BranchesPage() {
     setSaving(false);
   }
 
+  async function saveRename(id: string) {
+    if (!editName.trim() || !editCity.trim()) {
+      setError("Enter both a branch name and a city.");
+      return;
+    }
+    try {
+      await apiFetch("/api/branches/" + id, {
+        method: "PATCH",
+        body: JSON.stringify({ branchName: editName.trim(), locationCity: editCity.trim() }),
+      });
+      show("Branch updated", "success");
+      setEditingId(null);
+      await loadBranches();
+    } catch (err) {
+      show(err instanceof ApiError ? err.message : "Could not update branch", "error");
+    }
+  }
+
+  async function toggleBranch(b: Branch) {
+    const deactivating = b.isActive !== false;
+    if (
+      deactivating &&
+      !window.confirm(
+        `Deactivate ${b.branchName}? Its sales and stock history stay in your reports, but it takes no new staff, stock or sales. You can reactivate it later.`
+      )
+    ) {
+      return;
+    }
+    try {
+      await apiFetch("/api/branches/" + b._id, { method: "PATCH", body: JSON.stringify({ isActive: !deactivating }) });
+      show(`${b.branchName} ${deactivating ? "deactivated" : "reactivated"}`, "success");
+      await loadBranches();
+    } catch (err) {
+      // e.g. stock or staff still at the branch, or the plan's branch limit.
+      const message = err instanceof ApiError ? err.message : "Could not update branch";
+      setError(message);
+      show(message, "error");
+    }
+  }
+
   if (!me) {
     return (
       <main className="min-h-screen bg-sand-50 pb-12">
@@ -150,6 +197,33 @@ export default function BranchesPage() {
           </div>
         )}
 
+        {inviteLink && (
+          <div className="rounded-xl2 border border-confirm-500/30 bg-confirm-500/10 p-4 text-sm text-depth-800">
+            <p className="font-medium">Send this link to {inviteLink.name} so they can set their password.</p>
+            <p className="mt-1 text-xs text-depth-500">It works once and expires in 7 days. You can make a new one from Staff.</p>
+            <input
+              readOnly
+              value={inviteLink.url}
+              onFocus={(e) => e.target.select()}
+              aria-label="Invite link"
+              className="mt-3 w-full rounded-lg border border-depth-200 bg-white px-3 py-2 font-mono text-xs"
+            />
+            <div className="mt-2 flex flex-wrap gap-2">
+              <a
+                href={`https://wa.me/?text=${encodeURIComponent(`Set your Vessel password here: ${inviteLink.url}`)}`}
+                target="_blank"
+                rel="noreferrer"
+                className="rounded-lg border border-depth-200 bg-white px-3 py-1.5 text-xs font-semibold text-depth-700"
+              >
+                Share on WhatsApp
+              </a>
+              <button onClick={() => setInviteLink(null)} className="px-2 text-xs text-depth-500 underline">
+                Done
+              </button>
+            </div>
+          </div>
+        )}
+
         {loading ? (
           <SkeletonList rows={3} />
         ) : (
@@ -175,22 +249,77 @@ export default function BranchesPage() {
               />
             ) : (
               <ul className="divide-y divide-depth-100">
-                {branches.map((b) => (
+                {branches.map((b) => {
-                  <li key={b._id} className="flex items-center justify-between px-4 py-3 animate-fade-up">
+                  const active = b.isActive !== false;
-                    <div>
+                  return (
-                      <p className="font-medium text-depth-900">{b.branchName}</p>
+                    <li key={b._id} className="flex flex-wrap items-center justify-between gap-3 px-4 py-3 animate-fade-up">
-                      <p className="text-xs text-depth-500">{b.locationCity}</p>
+                      {editingId === b._id ? (
-                    </div>
+                        <div className="flex flex-1 flex-wrap items-center gap-2">
-                    <span
+                          <input
-                      className={
+                            autoFocus
-                        "rounded-full px-2.5 py-1 text-xs font-medium " +
+                            value={editName}
-                        (b.managerId ? "bg-confirm-500/15 text-confirm-600" : "bg-cash-500/15 text-cash-600")
+                            onChange={(e) => setEditName(e.target.value)}
-                      }
+                            aria-label="Branch name"
-                    >
+                            className="min-w-0 flex-1 rounded-lg border border-depth-200 px-2 py-1 text-sm"
-                      {b.managerId ? "Has manager" : "No manager yet"}
+                          />
-                    </span>
+                          <input
-                  </li>
+                            value={editCity}
-                ))}
+                            onChange={(e) => setEditCity(e.target.value)}
+                            aria-label="City"
+                            className="min-w-0 flex-1 rounded-lg border border-depth-200 px-2 py-1 text-sm"
+                          />
+                          <button onClick={() => saveRename(b._id)} className="rounded-lg bg-flow-500 px-3 py-1 text-sm font-semibold text-depth-950">
+                            Save
+                          </button>
+                          <button onClick={() => setEditingId(null)} className="text-sm text-depth-500 underline">
+                            Cancel
+                          </button>
+                        </div>
+                      ) : (
+                        <div className={active ? "" : "opacity-50"}>
+                          <p className="font-medium text-depth-900">
+                            {b.branchName}
+                            {!active && <span className="ml-2 text-xs font-normal text-alert-600">Deactivated</span>}
+                          </p>
+                          <p className="text-xs text-depth-500">{b.locationCity}</p>
+                        </div>
+                      )}
+                      {editingId !== b._id && (
+                        <div className="flex shrink-0 flex-wrap items-center gap-2">
+                          {active && (
+                            <span
+                              className={
+                                "rounded-full px-2.5 py-1 text-xs font-medium " +
+                                (b.managerId ? "bg-confirm-500/15 text-confirm-600" : "bg-cash-500/15 text-cash-600")
+                              }
+                            >
+                              {b.managerId ? "Has manager" : "No manager yet"}
+                            </span>
+                          )}
+                          <button
+                            onClick={() => {
+                              setEditingId(b._id);
+                              setEditName(b.branchName);
+                              setEditCity(b.locationCity);
+                            }}
+                            className="rounded-lg border border-depth-200 px-2.5 py-1 text-xs font-medium text-depth-700"
+                          >
+                            Rename
+                          </button>
+                          <button
+                            onClick={() => toggleBranch(b)}
+                            className={
+                              "rounded-lg border px-2.5 py-1 text-xs font-medium " +
+                              (active ? "border-alert-500/40 text-alert-600" : "border-confirm-500/40 text-confirm-600")
+                            }
+                          >
+                            {active ? "Deactivate" : "Reactivate"}
+                          </button>
+                        </div>
+                      )}
+                    </li>
+                  );
+                })}
               </ul>
             )}
           </div>
@@ -238,8 +367,8 @@ export default function BranchesPage() {
                   Create this branch&apos;s manager login now
                 </span>
                 <span className="block text-xs text-depth-500">
-                  The manager signs in with this email &amp; password, then adds their own delivery
+                  Leave the password blank to get an invite link the manager uses to choose their own.
-                  staff. You can leave this off and assign a manager later from Staff.
+                  They then add their own delivery staff. You can also assign a manager later from Staff.
                 </span>
               </span>
             </label>
@@ -285,14 +414,14 @@ export default function BranchesPage() {
                 </div>
                 <div>
                   <label className="mb-1 block text-xs font-medium text-depth-600" htmlFor="mgr-password">
-                    Temporary password
+                    Password (optional)
                   </label>
                   <input
                     id="mgr-password"
                     type="text"
                     value={mgrPassword}
                     onChange={(e) => setMgrPassword(e.target.value)}
-                    placeholder="At least 8 characters"
+                    placeholder="Blank = send an invite link"
                     className="tap-target w-full rounded-xl border border-depth-200 bg-white px-3"
                   />
                 </div>

src/app/admin/dashboard/page.tsx

@@ -17,6 +17,7 @@ import BranchRankingList from "@/components/admin/BranchRankingList";
 import ActivityFeedMatrix from "@/components/admin/ActivityFeedMatrix";
 import ReconciliationGrid from "@/components/admin/ReconciliationGrid";
 import StockSummaryCard from "@/components/admin/StockSummaryCard";
+import AccountLinks from "@/components/AccountLinks";
 
 export default function AdminDashboardPage() {
   const router = useRouter();
@@ -112,7 +113,8 @@ export default function AdminDashboardPage() {
   }
 
   const scope: "global" | "branch" = selectedBranchId === "ALL" ? "global" : "branch";
-  const showNoBranchesNudge = me.role === "SUPER_ADMIN" && branchesLoaded && branches.length === 0;
+  // The operator's own business is a placeholder; don't nudge it to set up branches.
+  const showNoBranchesNudge = me.role === "SUPER_ADMIN" && !me.isPlatformAdmin && branchesLoaded && branches.length === 0;
 
   return (
     <main className="min-h-screen bg-sand-50 pb-12">
@@ -129,6 +131,13 @@ export default function AdminDashboardPage() {
                 ? `${me.branchName} Dashboard`
                 : "Branch Dashboard"}
             </h1>
+            <p className="mt-1 text-xs text-sand-200/60">
+              {me.name}
+              {me.isPlatformAdmin && " · Platform operator"}
+            </p>
+            <div className="mt-2">
+              <AccountLinks />
+            </div>
           </div>
           <div className="flex flex-wrap items-center gap-3">
             <GlobalSwitcher
@@ -137,7 +146,7 @@ export default function AdminDashboardPage() {
               onChange={setSelectedBranchId}
               isSuperAdmin={me.role === "SUPER_ADMIN"}
             />
-{me.isPlatformAdmin && (
+            {me.isPlatformAdmin && (
               <Link href="/platform" className="tap-target flex items-center rounded-xl2 bg-gradient-to-r from-flow-500 to-flow-700 px-4 text-sm font-semibold text-depth-950 hover:opacity-90">
                 Platform
               </Link>
@@ -145,8 +154,13 @@ export default function AdminDashboardPage() {
             <Link href="/admin/stock" className="tap-target flex items-center rounded-xl2 bg-white/10 px-4 text-sm font-medium text-white hover:bg-white/15">
               Stock
             </Link>
+            {me.role === "SUPER_ADMIN" && (
+              <Link href="/admin/branches" className="tap-target flex items-center rounded-xl2 bg-white/10 px-4 text-sm font-medium text-white hover:bg-white/15">
+                Branches
+              </Link>
+            )}
             <Link href="/admin/products" className="tap-target flex items-center rounded-xl2 bg-white/10 px-4 text-sm font-medium text-white hover:bg-white/15">
-              Sizes
+              Products
             </Link>
             <Link href="/admin/staff" className="tap-target flex items-center rounded-xl2 bg-white/10 px-4 text-sm font-medium text-white hover:bg-white/15">
               Staff

src/app/admin/prices/page.tsx

@@ -0,0 +1,278 @@
+"use client";
+
+import { useEffect, useState } from "react";
+import { useRouter } from "next/navigation";
+import Link from "next/link";
+import { apiFetch, ApiError } from "@/lib/api";
+import { AuthUser, Branch } from "@/lib/types";
+import { formatSize } from "@/lib/units";
+import { useToast } from "@/components/ui/Toast";
+import { SkeletonList } from "@/components/ui/Skeleton";
+import EmptyState from "@/components/ui/EmptyState";
+
+interface PriceRow {
+  productId: string;
+  label: string;
+  unit: string;
+  sizeLiters: number;
+  isActive: boolean;
+  defaultPrice: number;
+  branchPrice: number | null;
+  updatedAt: string | null;
+}
+
+interface PricesResponse {
+  branchId: string;
+  branchName: string;
+  allowed: boolean;
+  prices: PriceRow[];
+}
+
+/**
+ * Branch prices: what each branch charges for each product. Owners edit;
+ * branch managers see their own branch's prices.
+ */
+export default function BranchPricesPage() {
+  const router = useRouter();
+  const { show } = useToast();
+  const [me, setMe] = useState<AuthUser | null>(null);
+  const [branches, setBranches] = useState<Branch[]>([]);
+  const [branchId, setBranchId] = useState("");
+  const [data, setData] = useState<PricesResponse | null>(null);
+  const [drafts, setDrafts] = useState<Record<string, string>>({});
+  const [savingId, setSavingId] = useState<string | null>(null);
+  const [loading, setLoading] = useState(true);
+
+  const isOwner = me?.role === "SUPER_ADMIN";
+
+  useEffect(() => {
+    (async () => {
+      try {
+        const result = await apiFetch<{ user: AuthUser }>("/api/auth/me");
+        if (result.user.role === "DELIVERY") {
+          router.replace("/terminal");
+          return;
+        }
+        setMe(result.user);
+        const br = await apiFetch<{ branches: Branch[] }>("/api/branches");
+        setBranches(br.branches);
+        const first = result.user.role === "SUPER_ADMIN" ? br.branches[0]?._id : result.user.branchId;
+        if (first) setBranchId(first);
+      } catch {
+        router.replace("/login");
+        return;
+      }
+      setLoading(false);
+    })();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, []);
+
+  useEffect(() => {
+    if (!branchId) return;
+    loadPrices(branchId);
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [branchId]);
+
+  async function loadPrices(id: string) {
+    try {
+      const res = await apiFetch<PricesResponse>("/api/branch-prices?branchId=" + id);
+      setData(res);
+      setDrafts(Object.fromEntries(res.prices.map((p) => [p.productId, String(p.branchPrice ?? p.defaultPrice)])));
+    } catch (err) {
+      show(err instanceof ApiError ? err.message : "Could not load prices", "error");
+    }
+  }
+
+  async function save(row: PriceRow) {
+    const price = parseFloat(drafts[row.productId]);
+    if (!Number.isFinite(price) || price <= 0) {
+      show("Enter a price above zero", "error");
+      return;
+    }
+    setSavingId(row.productId);
+    try {
+      await apiFetch("/api/branch-prices", {
+        method: "PUT",
+        body: JSON.stringify({ branchId, productId: row.productId, unitPrice: price }),
+      });
+      show(
+        price === row.defaultPrice
+          ? `${row.label} back to the default price`
+          : `${row.label} now KES ${price.toLocaleString()} at ${data?.branchName}`,
+        "success"
+      );
+      await loadPrices(branchId);
+    } catch (err) {
+      show(err instanceof ApiError ? err.message : "Could not save the price", "error");
+    }
+    setSavingId(null);
+  }
+
+  async function reset(row: PriceRow) {
+    setSavingId(row.productId);
+    try {
+      await apiFetch(`/api/branch-prices?branchId=${branchId}&productId=${row.productId}`, { method: "DELETE" });
+      show(`${row.label} back to the default price`, "success");
+      await loadPrices(branchId);
+    } catch (err) {
+      show(err instanceof ApiError ? err.message : "Could not reset the price", "error");
+    }
+    setSavingId(null);
+  }
+
+  if (loading || !me) {
+    return (
+      <main className="min-h-screen bg-sand-50 pb-12">
+        <header className="bg-depth-900 px-5 pb-8 pt-8">
+          <div className="mx-auto h-14 max-w-3xl" />
+        </header>
+        <div className="mx-auto -mt-4 max-w-3xl px-5">
+          <SkeletonList rows={4} />
+        </div>
+      </main>
+    );
+  }
+
+  const canEdit = isOwner && !!data?.allowed;
+  const overrides = data?.prices.filter((p) => p.branchPrice !== null).length ?? 0;
+
+  return (
+    <main className="min-h-screen bg-sand-50 pb-12">
+      <header className="bg-depth-900 px-5 pb-8 pt-8 text-white">
+        <div className="mx-auto flex max-w-3xl flex-wrap items-center justify-between gap-3">
+          <div>
+            <p className="text-xs uppercase tracking-wide text-flow-400">{me.businessName ?? "Vessel"}</p>
+            <h1 className="font-display text-xl font-bold">Branch prices</h1>
+          </div>
+          <Link
+            href="/admin/products"
+            className="tap-target flex items-center rounded-xl2 bg-white/10 px-4 text-sm font-medium text-white hover:bg-white/15"
+          >
+            ← Products
+          </Link>
+        </div>
+      </header>
+
+      <div className="mx-auto -mt-4 max-w-3xl space-y-5 px-5">
+        {branches.length === 0 ? (
+          <div className="rounded-xl2 bg-white shadow-soft">
+            <EmptyState icon="🏢" title="No branches yet" description="Create a branch first, then set its prices here." />
+          </div>
+        ) : (
+          <div className="rounded-xl2 bg-white shadow-soft">
+            <div className="space-y-3 border-b border-depth-100 px-4 py-3">
+              {isOwner ? (
+                <div>
+                  <label className="mb-1 block text-xs font-medium text-depth-600" htmlFor="price-branch">
+                    Branch
+                  </label>
+                  <select
+                    id="price-branch"
+                    value={branchId}
+                    onChange={(e) => setBranchId(e.target.value)}
+                    className="tap-target w-full rounded-xl border border-depth-200 bg-white px-3 sm:w-72"
+                  >
+                    {branches.map((b) => (
+                      <option key={b._id} value={b._id}>
+                        {b.branchName} — {b.locationCity}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+              ) : (
+                <h2 className="font-display font-semibold text-depth-900">{data?.branchName ?? "Your branch"}</h2>
+              )}
+              <p className="text-xs text-depth-500">
+                Each product sells at its default price unless this branch has its own price. Cashiers at the branch
+                see the new price the next time their till loads products.
+                {!isOwner && " Only the business owner can change prices."}
+              </p>
+              {isOwner && data && !data.allowed && (
+                <p className="rounded-lg bg-cash-500/10 px-3 py-2 text-sm text-cash-700">
+                  Branch prices are part of the Growth plan. Existing branch prices still apply and can be reset to
+                  the default.
+                </p>
+              )}
+              {data && <p className="text-xs font-medium text-depth-600">{overrides} product(s) priced differently here</p>}
+            </div>
+
+            {!data ? (
+              <SkeletonList rows={3} />
+            ) : data.prices.length === 0 ? (
+              <EmptyState icon="🧴" title="No products yet" description="Add products first on the Products page." />
+            ) : (
+              <ul className="divide-y divide-depth-100">
+                {data.prices.map((row) => {
+                  const custom = row.branchPrice !== null;
+                  const draft = drafts[row.productId] ?? "";
+                  const changed = parseFloat(draft) !== (row.branchPrice ?? row.defaultPrice);
+                  return (
+                    <li key={row.productId} className="flex flex-wrap items-center justify-between gap-3 px-4 py-3">
+                      <div className="min-w-0">
+                        <p className="font-medium text-depth-900">
+                          {row.label}{" "}
+                          <span className="text-depth-500">· {formatSize(row.sizeLiters, row.unit)}</span>
+                          {!row.isActive && <span className="ml-2 text-xs text-depth-500">(deactivated)</span>}
+                        </p>
+                        <p className="text-xs text-depth-500">
+                          Default KES {row.defaultPrice.toLocaleString()}
+                          {custom && (
+                            <span className="ml-2 rounded-full bg-flow-500/15 px-2 py-0.5 font-medium text-flow-700">
+                              This branch: KES {row.branchPrice!.toLocaleString()}
+                            </span>
+                          )}
+                        </p>
+                      </div>
+                      {canEdit ? (
+                        <div className="flex items-center gap-2">
+                          <span className="text-sm text-depth-500">KES</span>
+                          <input
+                            type="number"
+                            min="0.01"
+                            step="0.01"
+                            inputMode="decimal"
+                            value={draft}
+                            onChange={(e) => setDrafts((d) => ({ ...d, [row.productId]: e.target.value }))}
+                            aria-label={`Price of ${row.label} at this branch`}
+                            className="w-24 rounded-lg border border-depth-200 px-2 py-1.5 text-sm"
+                          />
+                          <button
+                            onClick={() => save(row)}
+                            disabled={!changed || savingId === row.productId}
+                            className="rounded-lg bg-flow-500 px-3 py-1.5 text-sm font-semibold text-depth-950 disabled:opacity-40"
+                          >
+                            Save
+                          </button>
+                          {custom && (
+                            <button
+                              onClick={() => reset(row)}
+                              disabled={savingId === row.productId}
+                              className="text-xs text-depth-500 underline"
+                            >
+                              Use default
+                            </button>
+                          )}
+                        </div>
+                      ) : (
+                        <div className="flex items-center gap-2">
+                          <span className="font-mono text-sm font-semibold text-depth-900">
+                            KES {(row.branchPrice ?? row.defaultPrice).toLocaleString()}
+                          </span>
+                          {isOwner && custom && (
+                            <button onClick={() => reset(row)} className="text-xs text-depth-500 underline">
+                              Use default
+                            </button>
+                          )}
+                        </div>
+                      )}
+                    </li>
+                  );
+                })}
+              </ul>
+            )}
+          </div>
+        )}
+      </div>
+    </main>
+  );
+}

src/app/admin/products/page.tsx

@@ -4,11 +4,11 @@ import { useEffect, useState } from "react";
 import { useRouter } from "next/navigation";
 import Link from "next/link";
 import { apiFetch, ApiError } from "@/lib/api";
-import { AuthUser, Product } from "@/lib/types";
+import { AuthUser, Product, StockLevel } from "@/lib/types";
+import { PRODUCT_UNITS, UNIT_LABELS, formatSize, type ProductUnit } from "@/lib/units";
 import { useToast } from "@/components/ui/Toast";
 import { SkeletonList } from "@/components/ui/Skeleton";
 import EmptyState from "@/components/ui/EmptyState";
-import ConfirmButton from "@/components/ui/ConfirmButton";
 
 export default function ProductsPage() {
   const router = useRouter();
@@ -21,7 +21,9 @@ export default function ProductsPage() {
 
   const [label, setLabel] = useState("");
   const [sizeLiters, setSizeLiters] = useState("");
+  const [unit, setUnit] = useState<ProductUnit>("L");
   const [unitPrice, setUnitPrice] = useState("");
+  const [showInactive, setShowInactive] = useState(false);
 
   const [editingId, setEditingId] = useState<string | null>(null);
   const [editPrice, setEditPrice] = useState("");
@@ -50,7 +52,7 @@ export default function ProductsPage() {
   }, []);
 
   async function loadProducts() {
-    const result = await apiFetch<{ products: Product[] }>("/api/products");
+    const result = await apiFetch<{ products: Product[] }>("/api/products?includeInactive=1");
     setProducts(result.products);
   }
 
@@ -60,8 +62,8 @@ export default function ProductsPage() {
 
     const size = parseFloat(sizeLiters);
     const price = parseFloat(unitPrice);
-    if (!label.trim() || !Number.isFinite(size) || size <= 0 || !Number.isFinite(price) || price < 0) {
+    if (!label.trim() || !Number.isFinite(size) || size <= 0 || !Number.isFinite(price) || price <= 0) {
-      setError("Enter a valid label, size, and price.");
+      setError("Enter a label, a size above zero and a price above zero.");
       return;
     }
 
@@ -69,7 +71,7 @@ export default function ProductsPage() {
     try {
       await apiFetch("/api/products", {
         method: "POST",
-        body: JSON.stringify({ label: label.trim(), sizeLiters: size, unitPrice: price, sortOrder: products.length }),
+        body: JSON.stringify({ label: label.trim(), sizeLiters: size, unit, unitPrice: price, sortOrder: products.length }),
       });
       show(label.trim() + " added to the catalog", "success");
       setLabel("");
@@ -87,8 +89,8 @@ export default function ProductsPage() {
   async function handlePriceUpdate(id: string) {
     const price = parseFloat(editPrice);
     const threshold = parseInt(editThreshold, 10);
-    if (!Number.isFinite(price) || price < 0) {
+    if (!Number.isFinite(price) || price <= 0) {
-      setError("Enter a valid price.");
+      setError("Enter a price above zero.");
       return;
     }
     if (!Number.isInteger(threshold) || threshold < 0) {
@@ -113,6 +115,24 @@ export default function ProductsPage() {
   }
 
   async function handleToggleActive(product: Product) {
+    if (product.isActive) {
+      // Tell the owner what happens to stock still on hand before it goes.
+      let held: StockLevel[] = [];
+      try {
+        const res = await apiFetch<{ levels: StockLevel[] }>("/api/stock");
+        held = res.levels.filter((l) => l.productId === product._id && l.quantity !== 0);
+      } catch {
+        // Offline or failed: still ask for confirmation below.
+      }
+      const stockNote =
+        held.length > 0
+          ? `\n\nStill in stock: ${held.map((l) => `${l.branchName} ${l.quantity}`).join(", ")}. ` +
+            "It stays on the Stock page, where it can be transferred or counted out, but cashiers can no longer sell it."
+          : "";
+      if (!window.confirm(`Deactivate ${product.label}? It disappears from the till and new purchases. Past sales and purchases are kept.${stockNote}`)) {
+        return;
+      }
+    }
     try {
       await apiFetch("/api/products/" + product._id, {
         method: "PATCH",
@@ -145,11 +165,16 @@ export default function ProductsPage() {
         <div className="mx-auto flex max-w-3xl items-center justify-between">
           <div>
             <p className="text-xs uppercase tracking-wide text-flow-400">Vessel</p>
-            <h1 className="font-display text-xl font-bold">Jerrycan sizes &amp; pricing</h1>
+            <h1 className="font-display text-xl font-bold">Products &amp; pricing</h1>
           </div>
+          <div className="flex flex-wrap items-center gap-2">
+          <Link href="/admin/prices" className="tap-target flex items-center rounded-xl2 bg-white/10 px-4 text-sm font-medium text-white hover:bg-white/15">
+            Branch prices
+          </Link>
           <Link href="/admin/dashboard" className="tap-target flex items-center rounded-xl2 bg-white/10 px-4 text-sm font-medium text-white hover:bg-white/15">
             ← Dashboard
           </Link>
+          </div>
         </div>
       </header>
 
@@ -164,8 +189,24 @@ export default function ProductsPage() {
             <p className="text-xs text-depth-500">
               Sizes shown here appear as options on every branch&apos;s terminal. Deactivating a size hides
               it from new sales without touching past transactions.
-              {!canEdit && " Only the business owner can change products and prices."}
+              {!canEdit && " Only the business owner can change products and prices."} Prices here are the
+              defaults; a branch can charge its own price under{" "}
+              <Link href="/admin/prices" className="underline underline-offset-2">
+                Branch prices
+              </Link>
+              .
             </p>
+            {products.some((p) => !p.isActive) && (
+              <label className="mt-2 flex cursor-pointer items-center gap-2 text-xs text-depth-600">
+                <input
+                  type="checkbox"
+                  checked={showInactive}
+                  onChange={(e) => setShowInactive(e.target.checked)}
+                  className="h-4 w-4 rounded border-depth-300"
+                />
+                Show deactivated products ({products.filter((p) => !p.isActive).length})
+              </label>
+            )}
           </div>
 
           {products.length === 0 ? (
@@ -177,11 +218,11 @@ export default function ProductsPage() {
             />
           ) : (
             <ul className="divide-y divide-depth-100">
-              {products.map((p) => (
+              {products.filter((p) => showInactive || p.isActive).map((p) => (
                 <li key={p._id} className="flex items-center justify-between gap-3 px-4 py-3 animate-fade-up">
                   <div>
                     <p className="font-medium text-depth-900">
-                      {p.label} <span className="text-depth-500">· {p.sizeLiters}L</span>
+                      {p.label} <span className="text-depth-500">· {formatSize(p.sizeLiters, p.unit)}</span>
                     </p>
                     {!canEdit ? (
                       <p className="mt-0.5 font-mono text-sm text-depth-600">
@@ -235,13 +276,12 @@ export default function ProductsPage() {
                       {p.isActive ? "Active" : "Inactive"}
                     </span>
                     {!canEdit ? null : p.isActive ? (
-                      <ConfirmButton
+                      <button
-                        label="Deactivate"
+                        onClick={() => handleToggleActive(p)}
-                        confirmLabel="Deactivate"
+                        className="rounded-lg border border-alert-500/40 px-3 py-1.5 text-sm font-medium text-alert-600"
-                        variant="danger"
+                      >
-                        onConfirm={() => handleToggleActive(p)}
+                        Deactivate
-                        className="rounded-lg border border-depth-200 px-3 py-1.5 text-sm font-medium text-depth-700"
+                      </button>
-                      />
                     ) : (
                       <button
                         onClick={() => handleToggleActive(p)}
@@ -259,8 +299,8 @@ export default function ProductsPage() {
 
         {canEdit && (
         <form onSubmit={handleAdd} className="rounded-xl2 bg-white p-4 shadow-soft">
-          <h2 className="mb-3 font-display font-semibold text-depth-900">Add a new size</h2>
+          <h2 className="mb-3 font-display font-semibold text-depth-900">Add a product</h2>
-          <div className="grid grid-cols-1 gap-3 sm:grid-cols-3">
+          <div className="grid grid-cols-1 gap-3 sm:grid-cols-4">
             <div>
               <label className="mb-1 block text-xs font-medium text-depth-600" htmlFor="label">
                 Label
@@ -269,19 +309,31 @@ export default function ProductsPage() {
             </div>
             <div>
               <label className="mb-1 block text-xs font-medium text-depth-600" htmlFor="size">
-                Size (litres)
+                Size
               </label>
               <input id="size" type="number" min="0" step="0.1" value={sizeLiters} onChange={(e) => setSizeLiters(e.target.value)} placeholder="10" className="tap-target w-full rounded-xl border border-depth-200 px-3" />
             </div>
+            <div>
+              <label className="mb-1 block text-xs font-medium text-depth-600" htmlFor="unit">
+                Unit
+              </label>
+              <select id="unit" value={unit} onChange={(e) => setUnit(e.target.value as ProductUnit)} className="tap-target w-full rounded-xl border border-depth-200 px-3">
+                {PRODUCT_UNITS.map((u) => (
+                  <option key={u} value={u}>
+                    {UNIT_LABELS[u]} ({u})
+                  </option>
+                ))}
+              </select>
+            </div>
             <div>
               <label className="mb-1 block text-xs font-medium text-depth-600" htmlFor="price">
                 Price (KES)
               </label>
-              <input id="price" type="number" min="0" step="0.01" value={unitPrice} onChange={(e) => setUnitPrice(e.target.value)} placeholder="110" className="tap-target w-full rounded-xl border border-depth-200 px-3" />
+              <input id="price" type="number" min="0.01" step="0.01" value={unitPrice} onChange={(e) => setUnitPrice(e.target.value)} placeholder="110" className="tap-target w-full rounded-xl border border-depth-200 px-3" />
             </div>
           </div>
           <button type="submit" disabled={saving} className="tap-target mt-4 w-full rounded-xl2 bg-flow-500 font-display font-semibold text-depth-950 disabled:opacity-60 sm:w-auto sm:px-8">
-            {saving ? "Adding…" : "Add size"}
+            {saving ? "Adding…" : "Add product"}
           </button>
         </form>
         )}

src/app/admin/reports/page.tsx

@@ -15,16 +15,23 @@ interface ProfitReport {
   cashTotal: number;
   mpesaTotal: number;
   salesCount: number;
-  costOfGoods: number;
+  unitsSold: number;
-  purchaseCount: number;
+  costOfGoodsSold: number;
+  unitsWithoutCost: number;
+  stockLosses: number;
   grossProfit: number;
   expenses: number;
   expenseCount: number;
   netProfit: number;
+  stockPurchases: number;
+  purchaseCount: number;
+  cashSurplus: number;
 }
 
+/** YYYY-MM-DD in the device's own calendar (the owner's business day). */
 function isoDay(d: Date): string {
-  return d.toISOString().slice(0, 10);
+  const pad = (n: number) => String(n).padStart(2, "0");
+  return `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}`;
 }
 
 export default function ReportsPage() {
@@ -35,6 +42,10 @@ export default function ReportsPage() {
   const [report, setReport] = useState<ProfitReport | null>(null);
   const [loading, setLoading] = useState(true);
   const [fetching, setFetching] = useState(false);
+  const [rangeError, setRangeError] = useState<string | null>(null);
+  // The period the cards currently show, so a failed or invalid run can
+  // never be mistaken for the new period.
+  const [shown, setShown] = useState<{ from: string; to: string } | null>(null);
 
   const monthStart = new Date();
   monthStart.setDate(1);
@@ -75,22 +86,27 @@ export default function ReportsPage() {
   }, []);
 
   async function runReport(forcedBranch?: string) {
+    if (!from || !to) {
+      setRangeError("Choose both a start and an end date.");
+      return;
+    }
+    if (from > to) {
+      setRangeError("The start date must be on or before the end date.");
+      return;
+    }
+    setRangeError(null);
     setFetching(true);
     try {
       const b = forcedBranch ?? branchId;
-      const params = new URLSearchParams();
+      const params = new URLSearchParams({ fromDate: from, toDate: to });
       if (b && b !== "ALL") params.set("branchId", b);
-      if (from) params.set("from", new Date(from).toISOString());
-      // include the whole "to" day
-      if (to) {
-        const end = new Date(to);
-        end.setHours(23, 59, 59, 999);
-        params.set("to", end.toISOString());
-      }
       const result = await apiFetch<ProfitReport>("/api/reports/profit?" + params.toString());
       setReport(result);
+      setShown({ from, to });
     } catch (err) {
-      show(err instanceof ApiError ? err.message : "Could not load report", "error");
+      const message = err instanceof ApiError ? err.message : "Could not load report";
+      setRangeError(message);
+      show(message, "error");
     }
     setFetching(false);
   }
@@ -99,23 +115,28 @@ export default function ReportsPage() {
     if (!report) return;
     const rows: [string, string | number][] = [
       ["Metric", "Value (KES)"],
-      ["Range from", report.range.from.slice(0, 10)],
+      ["From", shown?.from ?? ""],
-      ["Range to", report.range.to.slice(0, 10)],
+      ["To", shown?.to ?? ""],
       ["Revenue", report.revenue],
       ["  Cash", report.cashTotal],
       ["  M-Pesa", report.mpesaTotal],
       ["Sales count", report.salesCount],
-      ["Cost of goods", report.costOfGoods],
+      ["Units sold", report.unitsSold],
+      ["Cost of goods sold (FIFO per branch)", report.costOfGoodsSold],
+      ["Units sold with no purchase cost on record", report.unitsWithoutCost],
+      ["Stock losses (counts and write-offs)", report.stockLosses],
       ["Gross profit", report.grossProfit],
       ["Expenses", report.expenses],
       ["Estimated net profit", report.netProfit],
+      ["Stock purchased in period (cash spent)", report.stockPurchases],
+      ["Cash surplus (sales - stock purchased - expenses)", report.cashSurplus],
     ];
     const csv = rows.map((r) => r.map((c) => `"${String(c).replace(/"/g, '""')}"`).join(",")).join("\n");
     const blob = new Blob([csv], { type: "text/csv;charset=utf-8;" });
     const url = URL.createObjectURL(blob);
     const a = document.createElement("a");
     a.href = url;
-    a.download = `vessel-profit-${report.range.from.slice(0, 10)}_${report.range.to.slice(0, 10)}.csv`;
+    a.download = `vessel-profit-${shown?.from}_${shown?.to}.csv`;
     a.click();
     URL.revokeObjectURL(url);
   }
@@ -179,6 +200,7 @@ export default function ReportsPage() {
               <input
                 type="date"
                 value={from}
+                max={to || undefined}
                 onChange={(e) => setFrom(e.target.value)}
                 className="tap-target w-full rounded-xl border border-depth-200 px-3"
               />
@@ -188,6 +210,7 @@ export default function ReportsPage() {
               <input
                 type="date"
                 value={to}
+                min={from || undefined}
                 onChange={(e) => setTo(e.target.value)}
                 className="tap-target w-full rounded-xl border border-depth-200 px-3"
               />
@@ -202,8 +225,16 @@ export default function ReportsPage() {
               </button>
             </div>
           </div>
+          {rangeError && <p className="mt-3 text-sm text-alert-600">{rangeError}</p>}
         </div>
 
+        {report && shown && (
+          <p className="text-sm text-depth-600">
+            Showing {shown.from === shown.to ? shown.from : `${shown.from} to ${shown.to}`}
+            {rangeError ? " (the dates above were not run)" : ""}
+          </p>
+        )}
+
         {report && (
           <>
             {/* Profit cards */}
@@ -216,14 +247,17 @@ export default function ReportsPage() {
                 </p>
               </div>
               <div className="rounded-xl2 bg-white p-5 shadow-soft">
-                <p className="text-xs uppercase tracking-wide text-depth-500">Cost of goods</p>
+                <p className="text-xs uppercase tracking-wide text-depth-500">Cost of goods sold</p>
-                <p className="mt-1 font-display text-2xl font-bold text-depth-900">{money(report.costOfGoods)}</p>
+                <p className="mt-1 font-display text-2xl font-bold text-depth-900">{money(report.costOfGoodsSold)}</p>
-                <p className="mt-1 text-xs text-depth-500">{report.purchaseCount} purchases in range</p>
+                <p className="mt-1 text-xs text-depth-500">
+                  {report.unitsSold} units sold, each at what its branch paid for its oldest stock (first in, first out)
+                  {report.unitsWithoutCost > 0 && ` · ${report.unitsWithoutCost} units have no purchase cost on record`}
+                </p>
               </div>
               <div className="rounded-xl2 bg-white p-5 shadow-soft">
                 <p className="text-xs uppercase tracking-wide text-depth-500">Gross profit</p>
                 <p className="mt-1 font-display text-2xl font-bold text-flow-700">{money(report.grossProfit)}</p>
-                <p className="mt-1 text-xs text-depth-500">Revenue − cost of goods</p>
+                <p className="mt-1 text-xs text-depth-500">Revenue − cost of goods sold</p>
               </div>
               <div className="rounded-xl2 bg-white p-5 shadow-soft">
                 <p className="text-xs uppercase tracking-wide text-depth-500">Expenses</p>
@@ -240,7 +274,32 @@ export default function ReportsPage() {
                 >
                   {money(report.netProfit)}
                 </p>
-                <p className="mt-1 text-xs text-depth-500">Gross profit − expenses</p>
+                <p className="mt-1 text-xs text-depth-500">Gross profit − expenses − stock losses</p>
+              </div>
+            </div>
+
+            <div className="grid grid-cols-1 gap-3 sm:grid-cols-2 lg:grid-cols-3">
+              <div className="rounded-xl2 bg-white p-5 shadow-soft">
+                <p className="text-xs uppercase tracking-wide text-depth-500">Stock purchased</p>
+                <p className="mt-1 font-display text-2xl font-bold text-depth-900">{money(report.stockPurchases)}</p>
+                <p className="mt-1 text-xs text-depth-500">
+                  Cash spent on stock in this period ({report.purchaseCount} purchases). Unsold stock is not a cost
+                  until it is sold.
+                </p>
+              </div>
+              <div className="rounded-xl2 bg-white p-5 shadow-soft">
+                <p className="text-xs uppercase tracking-wide text-depth-500">Cash surplus</p>
+                <p className="mt-1 font-display text-2xl font-bold text-depth-900">{money(report.cashSurplus)}</p>
+                <p className="mt-1 text-xs text-depth-500">Sales − stock purchased − expenses</p>
+              </div>
+              <div className="rounded-xl2 bg-white p-5 shadow-soft">
+                <p className="text-xs uppercase tracking-wide text-depth-500">Stock losses</p>
+                <p className={"mt-1 font-display text-2xl font-bold " + (report.stockLosses > 0 ? "text-alert-600" : "text-depth-900")}>
+                  {money(report.stockLosses)}
+                </p>
+                <p className="mt-1 text-xs text-depth-500">
+                  Cost of stock written off by counts, breakage or adjustments. Deducted in net profit.
+                </p>
               </div>
             </div>
 

src/app/admin/staff/page.tsx

@@ -17,6 +17,7 @@ interface StaffMember {
   phoneNumber: string;
   email: string;
   isActive: boolean;
+  invitePending?: boolean;
 }
 
 const roleBadgeStyles: Record<UserRole, string> = {
@@ -42,6 +43,10 @@ export default function StaffPage() {
   const [phoneNumber, setPhoneNumber] = useState("");
   const [email, setEmail] = useState("");
   const [password, setPassword] = useState("");
+  // Inviting is the default: the person sets their own password, so the
+  // owner never has to know or pass on anyone's password.
+  const [setPasswordNow, setSetPasswordNow] = useState(false);
+  const [inviteLink, setInviteLink] = useState<{ name: string; url: string; purpose: "invite" | "reset" } | null>(null);
 
   const isSuperAdmin = me?.role === "SUPER_ADMIN";
 
@@ -75,14 +80,14 @@ export default function StaffPage() {
     if (!name.trim() || !phoneNumber.trim()) return "Name and phone number are required.";
     if (role !== "SUPER_ADMIN" && isSuperAdmin && !branchId) return "Choose which branch this account belongs to.";
     if (!email.trim()) return "Email is required — every account signs in with email and password.";
-    if (password.length < 8) return "Password must be at least 8 characters.";
+    if (setPasswordNow && password.length < 8) return "Password must be at least 8 characters.";
     return null;
   }
 
   async function submitCreate() {
     setSaving(true);
     try {
-      await apiFetch("/api/users", {
+      const result = await apiFetch<{ inviteUrl: string | null }>("/api/users", {
         method: "POST",
         body: JSON.stringify({
           name: name.trim(),
@@ -90,10 +95,11 @@ export default function StaffPage() {
           branchId: role !== "SUPER_ADMIN" && isSuperAdmin ? branchId : undefined,
           phoneNumber,
           email,
-          password,
+          password: setPasswordNow ? password : undefined,
         }),
       });
       show(name.trim() + " added as " + role.replace("_", " ").toLowerCase(), "success");
+      setInviteLink(result.inviteUrl ? { name: name.trim(), url: result.inviteUrl, purpose: "invite" } : null);
       setName("");
       setBranchId("");
       setPhoneNumber("");
@@ -115,6 +121,48 @@ export default function StaffPage() {
     return s.role === "DELIVERY" && s.branchId === me.branchId;
   }
 
+  // A new invite link while the person has no password yet; a password
+  // reset link once they have one.
+  async function newPasswordLink(s: StaffMember) {
+    if (!s.invitePending && !window.confirm(`Create a password reset link for ${s.name}? Their current password keeps working until they use it.`)) {
+      return;
+    }
+    try {
+      const result = await apiFetch<{ inviteUrl: string; purpose: "invite" | "reset" }>("/api/users/" + s._id + "/invite", {
+        method: "POST",
+      });
+      setInviteLink({ name: s.name, url: result.inviteUrl, purpose: result.purpose });
+      show(result.purpose === "reset" ? "Reset link created" : "New invite link created. The old link no longer works.", "success");
+    } catch (err) {
+      show(err instanceof ApiError ? err.message : "Could not create a link", "error");
+    }
+  }
+
+  // Owner only: move a manager or cashier to another branch. They are signed
+  // out and sign in again; sales already recorded stay with the old branch.
+  async function moveToBranch(s: StaffMember, branchId: string) {
+    const to = branches.find((b) => b._id === branchId);
+    if (!to || branchId === s.branchId) return;
+    if (!window.confirm(`Move ${s.name} to ${to.branchName}? They will be signed out and must sign in again.`)) return;
+    try {
+      await apiFetch("/api/users/" + s._id, { method: "PATCH", body: JSON.stringify({ branchId }) });
+      show(`${s.name} moved to ${to.branchName}`, "success");
+      await loadStaff();
+    } catch (err) {
+      show(err instanceof ApiError ? err.message : "Could not move this person", "error");
+    }
+  }
+
+  async function copyInvite() {
+    if (!inviteLink) return;
+    try {
+      await navigator.clipboard.writeText(inviteLink.url);
+      show("Invite link copied", "success");
+    } catch {
+      show("Could not copy - select the link and copy it manually", "error");
+    }
+  }
+
   async function toggleActive(s: StaffMember) {
     const next = !s.isActive;
     if (!next && !window.confirm(`Deactivate ${s.name}? They will be signed out of every device and cannot sign in again until reactivated.`)) {
@@ -191,6 +239,43 @@ export default function StaffPage() {
           <div className="rounded-xl2 border border-alert-500/30 bg-alert-500/10 px-4 py-3 text-sm text-alert-600">{error}</div>
         )}
 
+        {inviteLink && (
+          <div className="rounded-xl2 border border-confirm-500/30 bg-confirm-500/10 p-4 text-sm text-depth-800">
+            <p className="font-medium">
+              {inviteLink.purpose === "reset"
+                ? `Send this password reset link to ${inviteLink.name}.`
+                : `Send this link to ${inviteLink.name} so they can set their password.`}
+            </p>
+            <p className="mt-1 text-xs text-depth-500">
+              It works once and expires in {inviteLink.purpose === "reset" ? "24 hours" : "7 days"}. Anyone with the link can
+              take over the account, so send it only to them.
+            </p>
+            <input
+              readOnly
+              value={inviteLink.url}
+              onFocus={(e) => e.target.select()}
+              aria-label="Invite link"
+              className="mt-3 w-full rounded-lg border border-depth-200 bg-white px-3 py-2 font-mono text-xs"
+            />
+            <div className="mt-2 flex flex-wrap gap-2">
+              <button onClick={copyInvite} className="rounded-lg bg-flow-500 px-3 py-1.5 text-xs font-semibold text-depth-950">
+                Copy link
+              </button>
+              <a
+                href={`https://wa.me/?text=${encodeURIComponent(`${inviteLink.purpose === "reset" ? "Reset" : "Set"} your Vessel password here: ${inviteLink.url}`)}`}
+                target="_blank"
+                rel="noreferrer"
+                className="rounded-lg border border-depth-200 bg-white px-3 py-1.5 text-xs font-semibold text-depth-700"
+              >
+                Share on WhatsApp
+              </a>
+              <button onClick={() => setInviteLink(null)} className="px-2 text-xs text-depth-500 underline">
+                Done
+              </button>
+            </div>
+          </div>
+        )}
+
         <div className="rounded-xl2 bg-white shadow-soft">
           <div className="border-b border-depth-100 px-4 py-3">
             <h2 className="font-display font-semibold text-depth-900">Team</h2>
@@ -206,21 +291,49 @@ export default function StaffPage() {
               {staff.map((s) => {
                 const branchName = branches.find((b) => b._id === s.branchId)?.branchName;
                 return (
-                  <li key={s._id} className="flex items-center justify-between gap-3 px-4 py-3 animate-fade-up">
+                  <li key={s._id} className="flex flex-wrap items-center justify-between gap-3 px-4 py-3 animate-fade-up">
                     <div className={s.isActive ? "" : "opacity-50"}>
                       <p className="font-medium text-depth-900">
                         {s.name}
                         {!s.isActive && <span className="ml-2 text-xs font-normal text-alert-600">Deactivated</span>}
+                        {s.isActive && s.invitePending && (
+                          <span className="ml-2 text-xs font-normal text-cash-700">Invite pending</span>
+                        )}
                       </p>
                       <p className="text-xs text-depth-500">
                         {s.email}
                         {branchName ? " · " + branchName : ""}
                       </p>
                     </div>
-                    <div className="flex shrink-0 items-center gap-2">
+                    <div className="flex flex-wrap items-center gap-2">
                       <span className={"rounded-full px-2.5 py-1 text-xs font-medium " + roleBadgeStyles[s.role]}>
                         {s.role.replace("_", " ")}
                       </span>
+                      {isSuperAdmin && canManage(s) && s.isActive && s.role !== "SUPER_ADMIN" && branches.length > 1 && (
+                        <select
+                          value=""
+                          onChange={(e) => moveToBranch(s, e.target.value)}
+                          aria-label={`Move ${s.name} to another branch`}
+                          className="rounded-lg border border-depth-200 bg-white px-2 py-1 text-xs text-depth-700"
+                        >
+                          <option value="">Move to…</option>
+                          {branches
+                            .filter((b) => b._id !== s.branchId)
+                            .map((b) => (
+                              <option key={b._id} value={b._id}>
+                                {b.branchName}
+                              </option>
+                            ))}
+                        </select>
+                      )}
+                      {canManage(s) && s.isActive && (
+                        <button
+                          onClick={() => newPasswordLink(s)}
+                          className="rounded-lg border border-depth-200 px-2.5 py-1 text-xs font-medium text-depth-700"
+                        >
+                          {s.invitePending ? "New link" : "Reset password"}
+                        </button>
+                      )}
                       {canManage(s) && (
                         <button
                           onClick={() => toggleActive(s)}
@@ -289,12 +402,29 @@ export default function StaffPage() {
               <label className="mb-1 block text-xs font-medium text-depth-600">Email (used to sign in)</label>
               <input type="email" value={email} onChange={(e) => setEmail(e.target.value)} className="tap-target w-full rounded-xl border border-depth-200 px-3" />
             </div>
-            <div>
+            {setPasswordNow && (
-              <label className="mb-1 block text-xs font-medium text-depth-600">Password (used to sign in)</label>
+              <div>
-              <input type="password" value={password} onChange={(e) => setPassword(e.target.value)} className="tap-target w-full rounded-xl border border-depth-200 px-3" />
+                <label className="mb-1 block text-xs font-medium text-depth-600">Password (used to sign in)</label>
-            </div>
+                <input type="password" value={password} onChange={(e) => setPassword(e.target.value)} className="tap-target w-full rounded-xl border border-depth-200 px-3" />
+              </div>
+            )}
           </div>
 
+          <label className="mt-3 flex cursor-pointer items-start gap-2 text-sm text-depth-700">
+            <input
+              type="checkbox"
+              checked={setPasswordNow}
+              onChange={(e) => setSetPasswordNow(e.target.checked)}
+              className="mt-0.5 h-4 w-4 rounded border-depth-300"
+            />
+            <span>
+              Set their password myself instead of sending an invite link
+              <span className="block text-xs text-depth-500">
+                By default you get a one-time link to send them, and they choose their own password.
+              </span>
+            </span>
+          </label>
+
           {confirmSuperAdmin ? (
             <div className="mt-4 rounded-xl2 border border-alert-500/30 bg-alert-500/10 p-3">
               <p className="mb-2 text-sm text-alert-700">
@@ -324,7 +454,7 @@ export default function StaffPage() {
               disabled={saving}
               className="tap-target mt-4 w-full rounded-xl2 bg-flow-500 font-display font-semibold text-depth-950 disabled:opacity-60 sm:w-auto sm:px-8"
             >
-              {saving ? "Adding…" : "Add staff member"}
+              {saving ? "Adding…" : setPasswordNow ? "Add staff member" : "Add and create invite link"}
             </button>
           )}
         </form>

src/app/admin/stock/page.tsx

@@ -73,7 +73,9 @@ export default function StockPage() {
         }
         const [br, pr] = await Promise.all([
           apiFetch<{ branches: Branch[] }>("/api/branches"),
-          apiFetch<{ products: Product[] }>("/api/products"),
+          // Deactivated products too: their remaining stock can still be
+          // transferred or counted out.
+          apiFetch<{ products: Product[] }>("/api/products?includeInactive=1"),
         ]);
         setBranches(br.branches);
         setProducts(pr.products);
@@ -252,7 +254,10 @@ export default function StockPage() {
                 <ul className="divide-y divide-depth-100">
                   {group.rows.map((l) => (
                     <li key={l.productId} className="flex items-center justify-between gap-3 px-4 py-2.5">
-                      <span className="min-w-0 truncate text-sm text-depth-800">{l.productLabel}</span>
+                      <span className="min-w-0 truncate text-sm text-depth-800">
+                        {l.productLabel}
+                        {!l.productActive && <span className="ml-1 text-xs text-depth-500">(deactivated)</span>}
+                      </span>
                       <span className="flex shrink-0 items-center gap-2">
                         <span className={"font-mono text-sm font-semibold " + (l.quantity < 0 ? "text-alert-600" : "text-depth-900")}>
                           {l.quantity}
@@ -347,6 +352,7 @@ export default function StockPage() {
                 {products.map((p) => (
                   <option key={p._id} value={p._id}>
                     {p.label}
+                    {p.isActive ? "" : " (deactivated)"}
                   </option>
                 ))}
               </select>

src/app/api/auth/login/route.ts

@@ -7,7 +7,9 @@ import { Branch } from "@/lib/server/models/Branch";
 import { Business } from "@/lib/server/models/Business";
 import { signAccessToken, generateRefreshToken, hashRefreshToken, refreshTtlMs } from "@/lib/server/jwt";
 import { ACCESS_COOKIE, REFRESH_COOKIE, accessCookieOptions, refreshCookieOptions } from "@/lib/server/auth";
-import { isPlatformAdminEmail } from "@/lib/server/platform";
+import { isPlatformAdmin } from "@/lib/server/platform";
+import { objectId } from "@/lib/server/validation";
+import { crossTenant } from "@/lib/server/tenantGuard";
 import { getEnv } from "@/lib/server/env";
 import { tenantAccessError } from "@/lib/server/subscription";
 
@@ -21,6 +23,9 @@ const loginSchema = z.object({
   password: z.string().min(1),
   deviceId: z.string().uuid(),
   deviceLabel: z.string().max(120).optional(),
+  // Which business to sign in to, when the same email and password match
+  // accounts in more than one (the first attempt returns the choices).
+  businessId: objectId.optional(),
 });
 
 async function enforceDeviceBinding(userId: string, deviceId: string) {
@@ -44,32 +49,72 @@ export async function POST(req: NextRequest) {
   if (!parsed.success) {
     return NextResponse.json({ error: parsed.error.issues[0]?.message ?? "Invalid request" }, { status: 400 });
   }
-  const { email, password, deviceId, deviceLabel } = parsed.data;
+  const { email, password, deviceId, deviceLabel, businessId } = parsed.data;
 
-  const user = await User.findOne({ email: email.toLowerCase() }).select("+passwordHash");
+  // An email is unique within a business, so it can belong to accounts in
-  if (!user || !user.isActive) {
+  // several businesses, each with its own password.
+  const filter: Record<string, unknown> = { email: email.toLowerCase(), isActive: true };
+  if (businessId) filter.businessId = businessId;
+  const candidates = await crossTenant("login looks an email up in every business", () =>
+    User.find(filter).select("+passwordHash").exec()
+  );
+  if (candidates.length === 0) {
     return NextResponse.json({ error: "Incorrect email or password" }, { status: 401 });
   }
 
-  if (user.lockedUntil && user.lockedUntil.getTime() > Date.now()) {
+  const now = Date.now();
-    const minutesLeft = Math.ceil((user.lockedUntil.getTime() - Date.now()) / 60000);
+  const unlocked = candidates.filter((u) => !u.lockedUntil || u.lockedUntil.getTime() <= now);
+  if (unlocked.length === 0) {
+    const soonest = Math.min(...candidates.map((u) => u.lockedUntil!.getTime()));
+    const minutesLeft = Math.ceil((soonest - now) / 60000);
     return NextResponse.json({ error: `Account locked. Try again in ${minutesLeft} minute(s).` }, { status: 423 });
   }
 
-  const validPassword = await user.comparePassword(password);
+  const matched = [];
-  if (!validPassword) {
+  for (const u of unlocked) {
-    user.failedLoginAttempts += 1;
+    if (await u.comparePassword(password)) matched.push(u);
-    if (user.failedLoginAttempts >= MAX_FAILED_ATTEMPTS) {
+  }
-      user.lockedUntil = new Date(Date.now() + LOCKOUT_MS);
+
-      user.failedLoginAttempts = 0;
+  if (matched.length === 0) {
+    // Count the failure against every account this email could have meant.
+    for (const u of unlocked) {
+      u.failedLoginAttempts += 1;
+      if (u.failedLoginAttempts >= MAX_FAILED_ATTEMPTS) {
+        u.lockedUntil = new Date(now + LOCKOUT_MS);
+        u.failedLoginAttempts = 0;
+      }
+      await u.save();
     }
-    await user.save();
     return NextResponse.json({ error: "Incorrect email or password" }, { status: 401 });
   }
 
-  user.failedLoginAttempts = 0;
+  // A correct password unlocks only the accounts it belongs to; a person
-  user.lockedUntil = null;
+  // with a different password in another business is not affected.
-  await user.save();
+  for (const u of matched) {
+    u.failedLoginAttempts = 0;
+    u.lockedUntil = null;
+    await u.save();
+  }
+
+  if (matched.length > 1) {
+    // Only someone who knows the password learns which businesses it opens.
+    const businesses = await Business.find({ _id: { $in: matched.map((u) => u.businessId) } })
+      .select("name")
+      .lean();
+    const nameById = new Map(businesses.map((b) => [b._id.toString(), b.name]));
+    return NextResponse.json(
+      {
+        error: "This email signs in to more than one business. Choose one.",
+        chooseBusiness: matched.map((u) => ({
+          businessId: u.businessId.toString(),
+          businessName: nameById.get(u.businessId.toString()) ?? "Business",
+          role: u.role,
+        })),
+      },
+      { status: 300 }
+    );
+  }
+  const user = matched[0];
 
   const tenantError = await tenantAccessError(user.businessId);
   if (tenantError) {
@@ -107,7 +152,7 @@ export async function POST(req: NextRequest) {
     deviceId,
   });
 
-  const branch = user.branchId ? await Branch.findById(user.branchId).lean() : null;
+  const branch = user.branchId ? await Branch.findOne({ _id: user.branchId, businessId: user.businessId }).lean() : null;
   const business = await Business.findById(user.businessId).lean();
 
   const res = NextResponse.json({
@@ -122,8 +167,10 @@ export async function POST(req: NextRequest) {
       phoneNumber: user.phoneNumber,
       email: user.email,
     },
-    redirectTo: user.role === "DELIVERY" ? "/terminal" : "/admin/dashboard",
+    // Platform operators start on the console for every business, not on
-    isPlatformAdmin: isPlatformAdminEmail(user.email),
+    // their own (placeholder) business's dashboard.
+    redirectTo: isPlatformAdmin(user) ? "/platform" : user.role === "DELIVERY" ? "/terminal" : "/admin/dashboard",
+    isPlatformAdmin: isPlatformAdmin(user),
   });
 
   res.cookies.set(ACCESS_COOKIE, accessToken, accessCookieOptions());

src/app/api/auth/me/route.ts

@@ -4,9 +4,9 @@ import { User } from "@/lib/server/models/User";
 import { Branch } from "@/lib/server/models/Branch";
 import { Business } from "@/lib/server/models/Business";
 import { getAuth } from "@/lib/server/auth";
-import { isPlatformAdminEmail } from "@/lib/server/platform";
+import { isPlatformAdmin } from "@/lib/server/platform";
 import { isMpesaEnabled } from "@/lib/server/env";
-import { TIERS, type TierId, type SubscriptionStatus } from "@/lib/tiers";
+import { TIERS, effectiveMaxBranches, type TierId, type SubscriptionStatus } from "@/lib/tiers";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -16,11 +16,11 @@ export async function GET(req: NextRequest) {
   const auth = getAuth(req);
   if (!auth) return NextResponse.json({ error: "Not authenticated" }, { status: 401 });
 
-  const user = await User.findById(auth.sub).lean();
+  const user = await User.findOne({ _id: auth.sub, businessId: auth.businessId }).lean();
   if (!user || !user.isActive) {
     return NextResponse.json({ error: "Not authenticated" }, { status: 401 });
   }
-  const branch = user.branchId ? await Branch.findById(user.branchId).lean() : null;
+  const branch = user.branchId ? await Branch.findOne({ _id: user.branchId, businessId: user.businessId }).lean() : null;
   const business = await Business.findById(user.businessId).lean();
 
   const tier = (business?.tier as TierId) ?? "STARTER";
@@ -38,7 +38,7 @@ export async function GET(req: NextRequest) {
       branchName: branch?.branchName ?? null,
       phoneNumber: user.phoneNumber,
       email: user.email,
-      isPlatformAdmin: isPlatformAdminEmail(user.email),
+      isPlatformAdmin: isPlatformAdmin(user),
     },
     subscription: {
       tier,
@@ -47,7 +47,7 @@ export async function GET(req: NextRequest) {
       status,
       trialEndsAt: business?.trialEndsAt ?? null,
       currentPeriodEnd: business?.currentPeriodEnd ?? null,
-      maxBranches: tierDef.maxBranches,
+      maxBranches: effectiveMaxBranches(tier, status),
       maxUsers: tierDef.maxUsers,
     },
     features: { mpesa: isMpesaEnabled() },

src/app/api/auth/password/route.ts

@@ -0,0 +1,45 @@
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+import bcrypt from "bcryptjs";
+import { connectDb } from "@/lib/server/db";
+import { User } from "@/lib/server/models/User";
+import { UserSession } from "@/lib/server/models/UserSession";
+import { authorize } from "@/lib/server/auth";
+
+export const runtime = "nodejs";
+
+const changeSchema = z.object({
+  currentPassword: z.string().min(1, "Enter your current password"),
+  newPassword: z.string().min(8, "The new password must be at least 8 characters"),
+});
+
+/**
+ * POST /api/auth/password — the signed-in user changes their own password.
+ * Every other device is signed out; this one stays signed in.
+ */
+export async function POST(req: NextRequest) {
+  await connectDb();
+  const gate = authorize(req);
+  if (!gate.ok) return gate.response;
+  const auth = gate.auth;
+
+  const parsed = changeSchema.safeParse(await req.json().catch(() => null));
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.issues[0]?.message ?? "Invalid request" }, { status: 400 });
+  }
+  const { currentPassword, newPassword } = parsed.data;
+  if (currentPassword === newPassword) {
+    return NextResponse.json({ error: "Choose a password different from the current one" }, { status: 400 });
+  }
+
+  const user = await User.findOne({ _id: auth.sub, businessId: auth.businessId }).select("+passwordHash");
+  if (!user || !user.isActive) return NextResponse.json({ error: "Not authenticated" }, { status: 401 });
+  if (!(await user.comparePassword(currentPassword))) {
+    return NextResponse.json({ error: "Your current password is not correct" }, { status: 400 });
+  }
+
+  user.passwordHash = await bcrypt.hash(newPassword, 12);
+  await user.save();
+  await UserSession.deleteMany({ userId: user._id, deviceId: { $ne: auth.deviceId } });
+  return NextResponse.json({ ok: true });
+}

src/app/api/auth/refresh/route.ts

@@ -4,6 +4,7 @@ import { User } from "@/lib/server/models/User";
 import { UserSession } from "@/lib/server/models/UserSession";
 import { signAccessToken, generateRefreshToken, hashRefreshToken, refreshTtlMs } from "@/lib/server/jwt";
 import { tenantAccessError } from "@/lib/server/subscription";
+import { crossTenant } from "@/lib/server/tenantGuard";
 import { ACCESS_COOKIE, REFRESH_COOKIE, accessCookieOptions, refreshCookieOptions } from "@/lib/server/auth";
 
 export const runtime = "nodejs";
@@ -24,7 +25,9 @@ export async function POST(req: NextRequest) {
     return NextResponse.json({ error: "Session expired. Please log in again." }, { status: 401 });
   }
 
-  const user = await User.findById(session.userId);
+  const user = await crossTenant("a refresh session identifies its user before the business is known", () =>
+    User.findById(session.userId).exec()
+  );
   if (!user || !user.isActive) {
     await UserSession.deleteOne({ _id: session._id });
     return NextResponse.json({ error: "Account no longer active" }, { status: 401 });

src/app/api/auth/signup/route.ts

@@ -29,7 +29,7 @@ const DEFAULT_CATALOG = [
   { label: "5L Jerrycan", sizeLiters: 5, unit: "L", category: "Water", unitPrice: 60, sortOrder: 1 },
   { label: "10L Jerrycan", sizeLiters: 10, unit: "L", category: "Water", unitPrice: 110, sortOrder: 2 },
   { label: "20L Jerrycan", sizeLiters: 20, unit: "L", category: "Water", unitPrice: 200, sortOrder: 3 },
-  { label: "Tray of Eggs (30)", sizeLiters: 30, unit: "pcs", category: "Eggs", unitPrice: 400, sortOrder: 4 },
+  { label: "Tray of Eggs (30)", sizeLiters: 1, unit: "tray", category: "Eggs", unitPrice: 400, sortOrder: 4 },
   { label: "Half Tray (15)", sizeLiters: 15, unit: "pcs", category: "Eggs", unitPrice: 210, sortOrder: 5 },
   { label: "Single Egg", sizeLiters: 1, unit: "pcs", category: "Eggs", unitPrice: 15, sortOrder: 6 },
 ];
@@ -53,22 +53,16 @@ export async function POST(req: NextRequest) {
 
   const lowerEmail = email.toLowerCase();
 
-  // Platform-operator rights are granted by email (PLATFORM_ADMIN_EMAILS)
+  // Operator addresses are reserved, so nobody can open a business that
-  // and signup does not verify email ownership, so an operator address
+  // looks like the operator's. (Access itself also needs the platformAdmin
-  // must never be claimable through public signup. Operator accounts are
+  // flag, which signup never sets.)
-  // created with `npm run seed` instead.
   if (isPlatformAdminEmail(lowerEmail)) {
     return NextResponse.json({ error: "This email cannot be used to sign up." }, { status: 403 });
   }
 
-  const emailTaken = await User.findOne({ email: lowerEmail }).lean();
+  // No platform-wide duplicate check: a new business has no users yet, and
-  if (emailTaken) {
+  // the same person may already work for another business. (Checking would
-    return NextResponse.json({ error: "An account with this email already exists." }, { status: 409 });
+  // also tell anyone whether an email or phone is registered elsewhere.)
-  }
-  const phoneTaken = await User.findOne({ phoneNumber: normalizedPhone }).lean();
-  if (phoneTaken) {
-    return NextResponse.json({ error: "An account with this phone number already exists." }, { status: 409 });
-  }
 
   const passwordHash = await bcrypt.hash(password, 12);
 
@@ -100,7 +94,7 @@ export async function POST(req: NextRequest) {
     await owner.save();
   } catch (e) {
     await Business.deleteOne({ _id: businessId }).catch(() => {});
-    await User.deleteOne({ _id: ownerId }).catch(() => {});
+    await User.deleteOne({ _id: ownerId, businessId }).catch(() => {});
     const msg = (e as Error).message || "";
     if (msg.includes("duplicate key")) {
       return NextResponse.json({ error: "An account with this email or phone already exists." }, { status: 409 });

src/app/api/branch-prices/route.ts

@@ -0,0 +1,131 @@
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+import { connectDb } from "@/lib/server/db";
+import { ACTIVE_BRANCH, Branch } from "@/lib/server/models/Branch";
+import { Business } from "@/lib/server/models/Business";
+import { Product, BranchPricing } from "@/lib/server/models/Product";
+import { authorize, badRequest, MANAGERS } from "@/lib/server/auth";
+import { objectId } from "@/lib/server/validation";
+import { canUseBranchPricing, type SubscriptionStatus, type TierId } from "@/lib/tiers";
+
+export const runtime = "nodejs";
+export const dynamic = "force-dynamic";
+
+/**
+ * Branch-specific prices. A branch charges its own price for a product when
+ * one is set here, otherwise the product's default price. The till, the
+ * cash-sale route and M-Pesa all read prices the same way, so a change here
+ * applies to the next sale at that branch (a phone that is offline picks it
+ * up when it next loads products; a sale it records meanwhile is kept at the
+ * server's price and flagged as a price mismatch).
+ */
+
+async function pricingAllowed(businessId: string): Promise<boolean> {
+  const biz = await Business.findById(businessId).select("tier subscriptionStatus").lean();
+  return canUseBranchPricing((biz?.tier as TierId) ?? "STARTER", (biz?.subscriptionStatus as SubscriptionStatus) ?? "TRIALING");
+}
+
+// GET /api/branch-prices?branchId= — every product with its default and
+// branch price. Owners pick any branch; managers see their own.
+export async function GET(req: NextRequest) {
+  await connectDb();
+  const gate = authorize(req, MANAGERS);
+  if (!gate.ok) return gate.response;
+  const auth = gate.auth;
+
+  const requested = req.nextUrl.searchParams.get("branchId");
+  const branchId = auth.role === "SUPER_ADMIN" ? requested : auth.branchId;
+  if (!branchId) return badRequest("branchId is required");
+  if (!objectId.safeParse(branchId).success) return badRequest("Invalid branchId");
+
+  const branch = await Branch.findOne({ _id: branchId, businessId: auth.businessId }).lean();
+  if (!branch) return NextResponse.json({ error: "Branch not found in your business" }, { status: 404 });
+
+  const [products, overrides, allowed] = await Promise.all([
+    Product.find({ businessId: auth.businessId }).sort({ sortOrder: 1 }).lean(),
+    BranchPricing.find({ businessId: auth.businessId, branchId }).lean(),
+    pricingAllowed(auth.businessId),
+  ]);
+  const byProduct = new Map(overrides.map((o) => [o.productId.toString(), o]));
+
+  const prices = products
+    // Deactivated products only matter here if they still carry a branch price.
+    .filter((p) => p.isActive || byProduct.has(p._id.toString()))
+    .map((p) => {
+      const o = byProduct.get(p._id.toString());
+      return {
+        productId: p._id.toString(),
+        label: p.label,
+        unit: p.unit,
+        sizeLiters: p.sizeLiters,
+        isActive: p.isActive,
+        defaultPrice: p.unitPrice,
+        branchPrice: o?.unitPrice ?? null,
+        updatedAt: o?.updatedAt ?? null,
+      };
+    });
+
+  return NextResponse.json({ branchId, branchName: branch.branchName, allowed, prices });
+}
+
+const setSchema = z.object({
+  branchId: objectId,
+  productId: objectId,
+  unitPrice: z.number().positive("Price must be more than zero").max(10_000_000),
+});
+
+// PUT /api/branch-prices — owner sets one product's price at one branch.
+// Setting it to the default price removes the override.
+export async function PUT(req: NextRequest) {
+  await connectDb();
+  const gate = authorize(req, ["SUPER_ADMIN"]);
+  if (!gate.ok) return gate.response;
+  const auth = gate.auth;
+
+  const parsed = setSchema.safeParse(await req.json().catch(() => null));
+  if (!parsed.success) return badRequest(parsed.error.issues[0]?.message ?? "Invalid request");
+  const { branchId, productId, unitPrice } = parsed.data;
+
+  if (!(await pricingAllowed(auth.businessId))) {
+    return NextResponse.json(
+      { error: "Branch prices are part of the Growth plan. Upgrade to set a different price per branch." },
+      { status: 403 }
+    );
+  }
+
+  const [branch, product] = await Promise.all([
+    Branch.exists({ _id: branchId, businessId: auth.businessId, ...ACTIVE_BRANCH }),
+    Product.findOne({ _id: productId, businessId: auth.businessId }).select("unitPrice").lean(),
+  ]);
+  if (!branch) return NextResponse.json({ error: "Branch not found in your business" }, { status: 404 });
+  if (!product) return NextResponse.json({ error: "Product not found in your business" }, { status: 404 });
+
+  if (unitPrice === product.unitPrice) {
+    await BranchPricing.deleteOne({ businessId: auth.businessId, branchId, productId });
+    return NextResponse.json({ branchId, productId, branchPrice: null, defaultPrice: product.unitPrice });
+  }
+
+  const row = await BranchPricing.findOneAndUpdate(
+    { businessId: auth.businessId, branchId, productId },
+    { businessId: auth.businessId, unitPrice, updatedBy: auth.sub },
+    { upsert: true, new: true, setDefaultsOnInsert: true }
+  ).lean();
+  return NextResponse.json({ branchId, productId, branchPrice: row!.unitPrice, defaultPrice: product.unitPrice });
+}
+
+// DELETE /api/branch-prices?branchId=&productId= — back to the default price.
+// Always allowed, even after the plan no longer includes branch prices.
+export async function DELETE(req: NextRequest) {
+  await connectDb();
+  const gate = authorize(req, ["SUPER_ADMIN"]);
+  if (!gate.ok) return gate.response;
+  const auth = gate.auth;
+
+  const branchId = req.nextUrl.searchParams.get("branchId");
+  const productId = req.nextUrl.searchParams.get("productId");
+  if (!objectId.safeParse(branchId).success || !objectId.safeParse(productId).success) {
+    return badRequest("branchId and productId are required");
+  }
+  await BranchPricing.deleteOne({ businessId: auth.businessId, branchId, productId });
+  return NextResponse.json({ ok: true });
+}

src/app/api/branches/[id]/route.ts

@@ -3,7 +3,10 @@ import { z } from "zod";
 import { isValidObjectId } from "mongoose";
 import { connectDb } from "@/lib/server/db";
 import { Branch } from "@/lib/server/models/Branch";
+import { User } from "@/lib/server/models/User";
 import { authorize } from "@/lib/server/auth";
+import { branchLimitError } from "@/lib/server/subscription";
+import { getStockLevels } from "@/lib/server/stock";
 
 export const runtime = "nodejs";
 
@@ -11,10 +14,21 @@ const updateSchema = z
   .object({
     branchName: z.string().trim().min(1).max(120).optional(),
     locationCity: z.string().trim().min(1).max(120).optional(),
+    isActive: z.boolean().optional(),
   })
   .refine((v) => Object.keys(v).length > 0, { message: "No fields to update" });
 
-// PATCH /api/branches/:id — owner renames a branch or changes its city.
+/**
+ * PATCH /api/branches/:id — owner renames a branch, or deactivates /
+ * reactivates it. This is how an owner "removes" a branch: nothing is
+ * deleted, so its sales, purchases and stock history stay in every report.
+ *
+ * A branch can only be deactivated once it is empty, so nothing is left
+ * stranded in it:
+ *   - no stock on hand (transfer it out or count it to zero first), and
+ *   - no active staff (move or deactivate them first).
+ * Reactivating counts against the plan's branch limit again.
+ */
 export async function PATCH(req: NextRequest, { params }: { params: { id: string } }) {
   await connectDb();
   const gate = authorize(req, ["SUPER_ADMIN"]);
@@ -28,10 +42,36 @@ export async function PATCH(req: NextRequest, { params }: { params: { id: string
   if (!parsed.success) {
     return NextResponse.json({ error: parsed.error.issues[0]?.message ?? "Invalid request" }, { status: 400 });
   }
+  const { isActive, ...details } = parsed.data;
 
-  const branch = await Branch.findOneAndUpdate({ _id: params.id, businessId: auth.businessId }, parsed.data, {
+  const branch = await Branch.findOne({ _id: params.id, businessId: auth.businessId });
-    new: true,
-  }).lean();
   if (!branch) return NextResponse.json({ error: "Branch not found" }, { status: 404 });
+  const wasActive = branch.isActive !== false;
+
+  if (isActive === false && wasActive) {
+    const stock = (await getStockLevels(auth.businessId, branch._id)).filter((l) => l.quantity !== 0);
+    if (stock.length > 0) {
+      const list = stock.map((l) => `${l.quantity} x ${l.productLabel}`).join(", ");
+      return NextResponse.json(
+        { error: `Move or count out this branch's stock first (${list}).`, stock },
+        { status: 409 }
+      );
+    }
+    const staff = await User.countDocuments({ businessId: auth.businessId, branchId: branch._id, isActive: true });
+    if (staff > 0) {
+      return NextResponse.json(
+        { error: `${staff} active staff member(s) still work at this branch. Move or deactivate them first.` },
+        { status: 409 }
+      );
+    }
+  }
+  if (isActive === true && !wasActive) {
+    const limitError = await branchLimitError(auth.businessId);
+    if (limitError) return NextResponse.json({ error: limitError }, { status: 403 });
+  }
+
+  Object.assign(branch, details);
+  if (isActive !== undefined) branch.isActive = isActive;
+  await branch.save();
   return NextResponse.json({ branch });
 }

src/app/api/branches/route.ts

@@ -2,11 +2,12 @@ import { NextRequest, NextResponse } from "next/server";
 import { z } from "zod";
 import bcrypt from "bcryptjs";
 import { connectDb } from "@/lib/server/db";
-import { Branch } from "@/lib/server/models/Branch";
+import { ACTIVE_BRANCH, Branch } from "@/lib/server/models/Branch";
 import { User } from "@/lib/server/models/User";
 import { authorize, getAuth } from "@/lib/server/auth";
 import { normalizeKenyanPhone } from "@/lib/server/phone";
 import { branchLimitError, userLimitError, loadTier } from "@/lib/server/subscription";
+import { issueInvite, unusablePasswordHash } from "@/lib/server/invites";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -17,7 +18,11 @@ export async function GET(req: NextRequest) {
   if (!auth) return NextResponse.json({ error: "Not authenticated" }, { status: 401 });
 
   if (auth.role === "SUPER_ADMIN") {
-    const branches = await Branch.find({ businessId: auth.businessId }).sort({ branchName: 1 }).lean();
+    // Deactivated branches are only listed on request (the Branches page),
+    // so every picker elsewhere offers active branches only.
+    const includeInactive = req.nextUrl.searchParams.get("includeInactive") === "1";
+    const filter = includeInactive ? { businessId: auth.businessId } : { businessId: auth.businessId, ...ACTIVE_BRANCH };
+    const branches = await Branch.find(filter).sort({ branchName: 1 }).lean();
     return NextResponse.json({ branches });
   }
   if (!auth.branchId) return NextResponse.json({ branches: [] });
@@ -33,7 +38,8 @@ const createSchema = z.object({
       name: z.string().trim().min(1).max(120),
       email: z.string().email(),
       phoneNumber: z.string().min(9).max(15),
-      password: z.string().min(8, "Password must be at least 8 characters"),
+      // Omit to invite: the response carries a one-time link for the manager.
+      password: z.string().min(8, "Password must be at least 8 characters").optional(),
     })
     .optional(),
 });
@@ -53,7 +59,7 @@ export async function POST(req: NextRequest) {
   const businessId = auth.businessId;
 
   const tier = await loadTier(businessId);
-  const branchErr = await branchLimitError(businessId, tier);
+  const branchErr = await branchLimitError(businessId);
   if (branchErr) return NextResponse.json({ error: branchErr }, { status: 403 });
 
   let managerPhone: string | null = null;
@@ -65,14 +71,15 @@ export async function POST(req: NextRequest) {
     } catch (e) {
       return NextResponse.json({ error: (e as Error).message }, { status: 400 });
     }
+    // Unique within this business only (see the User model).
     const lowerEmail = manager.email.toLowerCase();
-    const emailTaken = await User.findOne({ email: lowerEmail }).lean();
+    const emailTaken = await User.exists({ businessId, email: lowerEmail });
     if (emailTaken) {
-      return NextResponse.json({ error: "An account with this email already exists." }, { status: 409 });
+      return NextResponse.json({ error: "Someone in your business already uses this email." }, { status: 409 });
     }
-    const phoneTaken = await User.findOne({ phoneNumber: managerPhone }).lean();
+    const phoneTaken = await User.exists({ businessId, phoneNumber: managerPhone });
     if (phoneTaken) {
-      return NextResponse.json({ error: "An account with this phone number already exists." }, { status: 409 });
+      return NextResponse.json({ error: "Someone in your business already uses this phone number." }, { status: 409 });
     }
   }
 
@@ -80,8 +87,8 @@ export async function POST(req: NextRequest) {
 
   if (manager && managerPhone) {
     try {
-      const passwordHash = await bcrypt.hash(manager.password, 12);
+      const passwordHash = manager.password ? await bcrypt.hash(manager.password, 12) : await unusablePasswordHash();
-      const managerUser = await User.create({
+      const managerUser = new User({
         businessId,
         name: manager.name,
         role: "BRANCH_MANAGER",
@@ -90,16 +97,18 @@ export async function POST(req: NextRequest) {
         email: manager.email.toLowerCase(),
         passwordHash,
       });
+      const inviteUrl = manager.password ? null : issueInvite(managerUser, req);
+      await managerUser.save();
       branch.managerId = managerUser._id;
       await branch.save();
       return NextResponse.json(
-        { branch, manager: { id: managerUser._id, name: managerUser.name, email: managerUser.email } },
+        { branch, manager: { id: managerUser._id, name: managerUser.name, email: managerUser.email }, inviteUrl },
         { status: 201 }
       );
     } catch (err: any) {
-      await Branch.deleteOne({ _id: branch._id }).catch(() => {});
+      await Branch.deleteOne({ _id: branch._id, businessId }).catch(() => {});
       if (err?.code === 11000) {
-        return NextResponse.json({ error: "A user with this phone number or email already exists." }, { status: 409 });
+        return NextResponse.json({ error: "Someone in your business already uses this phone number or email." }, { status: 409 });
       }
       return NextResponse.json({ error: "Could not create the branch manager. Please try again." }, { status: 500 });
     }

src/app/api/expenses/route.ts

@@ -5,6 +5,7 @@ import { Expense, EXPENSE_CATEGORIES } from "@/lib/server/models/Expense";
 import { Branch } from "@/lib/server/models/Branch";
 import { objectId } from "@/lib/server/validation";
 import { authorize, branchParam, MANAGERS } from "@/lib/server/auth";
+import { scopedPopulate } from "@/lib/server/tenantGuard";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -36,8 +37,8 @@ export async function GET(req: NextRequest) {
   }
 
   const expenses = await Expense.find(filter)
-    .populate("branchId", "branchName")
+    .populate(scopedPopulate("branchId", "branchName", auth.businessId))
-    .populate("recordedBy", "name")
+    .populate(scopedPopulate("recordedBy", "name", auth.businessId))
     .sort({ createdAt: -1 })
     .limit(500)
     .lean();

src/app/api/inventory/dispatch/route.ts

@@ -43,7 +43,7 @@ export async function POST(req: NextRequest) {
 
   const date = parsed.data.date ?? todayNairobi();
   const row = await DailyInventory.findOneAndUpdate(
-    { branchId, productId: parsed.data.productId, date },
+    { businessId: auth.businessId, branchId, productId: parsed.data.productId, date },
     { morningDispatched: parsed.data.morningDispatched, recordedBy: auth.sub, businessId: auth.businessId },
     { upsert: true, new: true, setDefaultsOnInsert: true }
   );

src/app/api/inventory/evening-count/route.ts

@@ -42,7 +42,7 @@ export async function POST(req: NextRequest) {
 
   const date = parsed.data.date ?? todayNairobi();
   const row = await DailyInventory.findOneAndUpdate(
-    { branchId, productId: parsed.data.productId, date },
+    { businessId: auth.businessId, branchId, productId: parsed.data.productId, date },
     { eveningPhysicalCount: parsed.data.eveningPhysicalCount, recordedBy: auth.sub, businessId: auth.businessId },
     { upsert: true, new: true, setDefaultsOnInsert: true }
   );

src/app/api/invites/[token]/route.ts

@@ -0,0 +1,62 @@
+import { NextRequest, NextResponse } from "next/server";
+import { z } from "zod";
+import bcrypt from "bcryptjs";
+import { connectDb } from "@/lib/server/db";
+import { User } from "@/lib/server/models/User";
+import { Business } from "@/lib/server/models/Business";
+import { UserSession } from "@/lib/server/models/UserSession";
+import { hashInviteToken } from "@/lib/server/invites";
+import { crossTenant } from "@/lib/server/tenantGuard";
+
+export const runtime = "nodejs";
+export const dynamic = "force-dynamic";
+
+async function findInvitee(token: string) {
+  if (!token || token.length > 100) return null;
+  const user = await crossTenant("an invite token identifies its account before sign-in", () =>
+    User.findOne({ inviteTokenHash: hashInviteToken(token), isActive: true }).exec()
+  );
+  if (!user || !user.inviteExpiresAt || user.inviteExpiresAt.getTime() < Date.now()) return null;
+  return user;
+}
+
+const INVALID = { error: "This invite link is invalid or has expired. Ask your manager for a new one." };
+
+// GET /api/invites/:token — who the invite is for, so the page can greet them.
+export async function GET(_req: NextRequest, { params }: { params: { token: string } }) {
+  await connectDb();
+  const user = await findInvitee(params.token);
+  if (!user) return NextResponse.json(INVALID, { status: 404 });
+  const business = await Business.findById(user.businessId).select("name").lean();
+  return NextResponse.json({
+    name: user.name,
+    email: user.email,
+    businessName: business?.name ?? null,
+    purpose: user.invitePurpose === "reset" ? "reset" : "invite",
+  });
+}
+
+const acceptSchema = z.object({ password: z.string().min(8, "Password must be at least 8 characters") });
+
+// POST /api/invites/:token — set the password; the link then stops working.
+export async function POST(req: NextRequest, { params }: { params: { token: string } }) {
+  await connectDb();
+  const parsed = acceptSchema.safeParse(await req.json().catch(() => null));
+  if (!parsed.success) {
+    return NextResponse.json({ error: parsed.error.issues[0]?.message ?? "Invalid request" }, { status: 400 });
+  }
+  const user = await findInvitee(params.token);
+  if (!user) return NextResponse.json(INVALID, { status: 404 });
+
+  user.passwordHash = await bcrypt.hash(parsed.data.password, 12);
+  user.inviteTokenHash = null;
+  user.inviteExpiresAt = null;
+  user.invitePurpose = null;
+  user.failedLoginAttempts = 0;
+  user.lockedUntil = null;
+  await user.save();
+  // A new password ends every existing session, so whoever had the old one
+  // (a lost phone, a former colleague) is signed out.
+  await UserSession.deleteMany({ userId: user._id });
+  return NextResponse.json({ ok: true, email: user.email });
+}

src/app/api/mpesa/callback/route.ts

@@ -3,6 +3,7 @@ import { connectDb } from "@/lib/server/db";
 import { isMpesaEnabled } from "@/lib/server/env";
 import { Transaction } from "@/lib/server/models/Transaction";
 import { recordSaleMovement } from "@/lib/server/stock";
+import { crossTenant } from "@/lib/server/tenantGuard";
 import { MpesaCallbackLog } from "@/lib/server/models/MpesaCallbackLog";
 
 export const runtime = "nodejs";
@@ -69,7 +70,9 @@ export async function POST(req: NextRequest) {
     mpesaReceiptNumber = receiptItem ? String(receiptItem.Value) : null;
   }
 
-  const txn = await Transaction.findOne({ "mpesaDetails.checkoutRequestId": checkoutRequestId });
+  const txn = await crossTenant("the payment provider's callback is matched by checkout id", () =>
+    Transaction.findOne({ "mpesaDetails.checkoutRequestId": checkoutRequestId }).exec()
+  );
 
   if (!txn) {
     await MpesaCallbackLog.create({

src/app/api/mpesa/status/[transactionId]/route.ts

@@ -26,7 +26,7 @@ export async function GET(req: NextRequest, { params }: { params: { transactionI
       const result = await queryStkStatus(txn.mpesaDetails.checkoutRequestId);
       const code = Number(result.ResultCode);
       if (!Number.isNaN(code) && code !== 1032) {
-        const fresh = await Transaction.findOne({ _id: txn._id, paymentStatus: "PENDING" });
+        const fresh = await Transaction.findOne({ _id: txn._id, businessId: auth.businessId, paymentStatus: "PENDING" });
         if (fresh) {
           fresh.paymentStatus = code === 0 ? "SUCCESS" : "FAILED";
           fresh.mpesaDetails.resultCode = code;

src/app/api/platform/businesses/[id]/owner-reset/route.ts

@@ -0,0 +1,37 @@
+import { NextRequest, NextResponse } from "next/server";
+import { isValidObjectId } from "mongoose";
+import { connectDb } from "@/lib/server/db";
+import { Business } from "@/lib/server/models/Business";
+import { User } from "@/lib/server/models/User";
+import { requirePlatformAdmin } from "@/lib/server/platform";
+import { invitePending, issueInvite } from "@/lib/server/invites";
+
+export const runtime = "nodejs";
+
+/**
+ * POST /api/platform/businesses/:id/owner-reset — operator only. A one-time
+ * password link for a business's owner of record: the way back in for an
+ * owner who has forgotten their password (nobody inside the business can
+ * reset the owner). Send the link to the owner yourself, by a channel you
+ * know is theirs. Their current password keeps working until it is used.
+ */
+export async function POST(req: NextRequest, { params }: { params: { id: string } }) {
+  await connectDb();
+  const admin = await requirePlatformAdmin(req);
+  if (!admin) return NextResponse.json({ error: "Forbidden" }, { status: 403 });
+  if (!isValidObjectId(params.id)) return NextResponse.json({ error: "Business not found" }, { status: 404 });
+
+  const business = await Business.findById(params.id).select("ownerId").lean();
+  if (!business) return NextResponse.json({ error: "Business not found" }, { status: 404 });
+  const owner = await User.findOne({ _id: business.ownerId, businessId: business._id });
+  if (!owner) return NextResponse.json({ error: "This business has no owner account" }, { status: 404 });
+  if (owner._id.toString() === admin.userId) {
+    return NextResponse.json({ error: "Change your own password from Change password instead" }, { status: 409 });
+  }
+  if (!owner.isActive) return NextResponse.json({ error: "The owner's account is deactivated" }, { status: 409 });
+
+  const purpose = invitePending(owner) ? "invite" : "reset";
+  const inviteUrl = issueInvite(owner, req, purpose);
+  await owner.save();
+  return NextResponse.json({ inviteUrl, purpose, email: owner.email, name: owner.name, expiresAt: owner.inviteExpiresAt });
+}

src/app/api/platform/businesses/route.ts

@@ -4,7 +4,8 @@ import { Business } from "@/lib/server/models/Business";
 import { User } from "@/lib/server/models/User";
 import { Branch } from "@/lib/server/models/Branch";
 import { requirePlatformAdmin } from "@/lib/server/platform";
-import { TIERS, type TierId } from "@/lib/tiers";
+import { crossTenant } from "@/lib/server/tenantGuard";
+import { TIERS, effectiveMaxBranches, type TierId, type SubscriptionStatus } from "@/lib/tiers";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -23,22 +24,26 @@ export async function GET(req: NextRequest) {
   const businesses = await Business.find({}).sort({ createdAt: -1 }).lean();
 
   // Usage counts per business in two grouped queries instead of N+1.
-  const [userCounts, branchCounts] = await Promise.all([
+  const [userCounts, branchCounts] = await crossTenant("the platform console counts every business", () =>
-    User.aggregate<{ _id: unknown; count: number }>([
+    Promise.all([
-      { $group: { _id: "$businessId", count: { $sum: 1 } } },
+      User.aggregate<{ _id: unknown; count: number }>([{ $group: { _id: "$businessId", count: { $sum: 1 } } }]).exec(),
-    ]),
+      Branch.aggregate<{ _id: unknown; count: number }>([
-    Branch.aggregate<{ _id: unknown; count: number }>([
+        { $match: { isActive: { $ne: false } } },
-      { $group: { _id: "$businessId", count: { $sum: 1 } } },
+        { $group: { _id: "$businessId", count: { $sum: 1 } } },
-    ]),
+      ]).exec(),
-  ]);
+    ])
+  );
   const userMap = new Map(userCounts.map((u) => [String(u._id), u.count]));
   const branchMap = new Map(branchCounts.map((b) => [String(b._id), b.count]));
 
   // Owner contact lookup.
   const ownerIds = businesses.map((b) => b.ownerId);
-  const owners = await User.find({ _id: { $in: ownerIds } })
+  const owners = await crossTenant("the platform console lists every business's owner", () =>
-    .select("name email phoneNumber")
+    User.find({ _id: { $in: ownerIds } })
-    .lean();
+      .select("name email phoneNumber")
+      .lean()
+      .exec()
+  );
   const ownerMap = new Map(owners.map((o) => [String(o._id), o]));
 
   const rows = businesses.map((b) => {
@@ -58,7 +63,7 @@ export async function GET(req: NextRequest) {
       userCount: userMap.get(String(b._id)) ?? 0,
       branchCount: branchMap.get(String(b._id)) ?? 0,
       maxUsers: TIERS[tier].maxUsers,
-      maxBranches: TIERS[tier].maxBranches,
+      maxBranches: effectiveMaxBranches(tier, (b.subscriptionStatus as SubscriptionStatus) ?? "TRIALING"),
       owner: owner
         ? { name: owner.name, email: owner.email, phoneNumber: owner.phoneNumber }
         : null,

src/app/api/products/[id]/route.ts

@@ -4,13 +4,16 @@ import { connectDb } from "@/lib/server/db";
 import { Product } from "@/lib/server/models/Product";
 import { authorize } from "@/lib/server/auth";
 import { isValidObjectId } from "mongoose";
+import { PRODUCT_UNITS } from "@/lib/units";
+import { labelTakenError } from "@/lib/server/products";
 
 export const runtime = "nodejs";
 
 const updateSchema = z.object({
   label: z.string().trim().min(1).max(60).optional(),
   sizeLiters: z.number().positive().max(1000).optional(),
-  unitPrice: z.number().nonnegative().optional(),
+  unit: z.enum(PRODUCT_UNITS).optional(),
+  unitPrice: z.number().positive("Price must be more than zero").optional(),
   sortOrder: z.number().int().optional(),
   isActive: z.boolean().optional(),
   lowStockThreshold: z.number().int().min(0).max(1_000_000).optional(),
@@ -33,6 +36,11 @@ export async function PATCH(req: NextRequest, { params }: { params: { id: string
     return NextResponse.json({ error: "No fields to update" }, { status: 400 });
   }
 
+  if (parsed.data.label) {
+    const taken = await labelTakenError(auth.businessId, parsed.data.label, params.id);
+    if (taken) return NextResponse.json({ error: taken }, { status: 409 });
+  }
+
   const product = await Product.findOneAndUpdate(
     { _id: params.id, businessId: auth.businessId },
     parsed.data,

src/app/api/products/route.ts

@@ -2,12 +2,15 @@ import { NextRequest, NextResponse } from "next/server";
 import { z } from "zod";
 import { connectDb } from "@/lib/server/db";
 import { Product, BranchPricing } from "@/lib/server/models/Product";
-import { authorize } from "@/lib/server/auth";
+import { authorize, MANAGERS } from "@/lib/server/auth";
+import { PRODUCT_UNITS } from "@/lib/units";
+import { labelTakenError } from "@/lib/server/products";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
 
-// GET /api/products — the tenant's active catalogue. For branch-scoped
+// GET /api/products — the tenant's active catalogue (?includeInactive=1
+// adds deactivated products, for managers and owners). For branch-scoped
 // staff the price returned is the price THEIR branch charges (the branch
 // override when one exists), so the terminal shows exactly what the
 // server will record.
@@ -17,8 +20,13 @@ export async function GET(req: NextRequest) {
   if (!gate.ok) return gate.response;
   const auth = gate.auth;
 
-  const products = await Product.find({ businessId: auth.businessId, isActive: true }).sort({ sortOrder: 1 }).lean();
+  const includeInactive =
-  if (auth.branchId) {
+    req.nextUrl.searchParams.get("includeInactive") === "1" && MANAGERS.includes(auth.role);
+  const filter = includeInactive ? { businessId: auth.businessId } : { businessId: auth.businessId, isActive: true };
+  const products = await Product.find(filter).sort({ sortOrder: 1 }).lean();
+  // The catalogue view (includeInactive) shows default prices; the till's
+  // view shows what this branch actually charges.
+  if (auth.branchId && !includeInactive) {
     const overrides = await BranchPricing.find({ businessId: auth.businessId, branchId: auth.branchId }).lean();
     const priceByProduct = new Map(overrides.map((o) => [o.productId.toString(), o.unitPrice]));
     for (const p of products) {
@@ -31,9 +39,9 @@ export async function GET(req: NextRequest) {
 const createSchema = z.object({
   label: z.string().trim().min(1).max(60),
   sizeLiters: z.number().positive().max(1000),
-  unit: z.string().trim().min(1).max(12).optional(),
+  unit: z.enum(PRODUCT_UNITS).optional(),
   category: z.string().trim().min(1).max(40).optional(),
-  unitPrice: z.number().nonnegative(),
+  unitPrice: z.number().positive("Price must be more than zero"),
   sortOrder: z.number().int().optional(),
   lowStockThreshold: z.number().int().min(0).max(1_000_000).optional(),
 });
@@ -51,6 +59,8 @@ export async function POST(req: NextRequest) {
   if (!parsed.success) {
     return NextResponse.json({ error: parsed.error.issues[0]?.message ?? "Invalid request" }, { status: 400 });
   }
+  const taken = await labelTakenError(auth.businessId, parsed.data.label);
+  if (taken) return NextResponse.json({ error: taken }, { status: 409 });
   const product = await Product.create({ ...parsed.data, businessId: auth.businessId });
   return NextResponse.json({ product }, { status: 201 });
 }

src/app/api/purchases/route.ts

@@ -3,10 +3,11 @@ import { z } from "zod";
 import { connectDb } from "@/lib/server/db";
 import { Purchase } from "@/lib/server/models/Purchase";
 import { Product } from "@/lib/server/models/Product";
-import { Branch } from "@/lib/server/models/Branch";
+import { ACTIVE_BRANCH, Branch } from "@/lib/server/models/Branch";
 import { objectId } from "@/lib/server/validation";
 import { recordMovement } from "@/lib/server/stock";
 import { authorize, branchParam, MANAGERS } from "@/lib/server/auth";
+import { scopedPopulate } from "@/lib/server/tenantGuard";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -36,8 +37,8 @@ export async function GET(req: NextRequest) {
   }
 
   const purchases = await Purchase.find(filter)
-    .populate("branchId", "branchName")
+    .populate(scopedPopulate("branchId", "branchName", auth.businessId))
-    .populate("recordedBy", "name")
+    .populate(scopedPopulate("recordedBy", "name", auth.businessId))
     .sort({ createdAt: -1 })
     .limit(500)
     .lean();
@@ -91,7 +92,7 @@ export async function POST(req: NextRequest) {
   }
 
   // The target branch MUST belong to this tenant.
-  const branchDoc = await Branch.findOne({ _id: branchId, businessId: auth.businessId }).lean();
+  const branchDoc = await Branch.findOne({ _id: branchId, businessId: auth.businessId, ...ACTIVE_BRANCH }).lean();
   if (!branchDoc) {
     return NextResponse.json({ error: "Branch not found in your business" }, { status: 404 });
   }

src/app/api/reports/profit/route.ts

@@ -1,21 +1,35 @@
 import { NextRequest, NextResponse } from "next/server";
-import mongoose from "mongoose";
+import mongoose, { Types } from "mongoose";
 import { connectDb } from "@/lib/server/db";
 import { Transaction } from "@/lib/server/models/Transaction";
 import { Purchase } from "@/lib/server/models/Purchase";
 import { Expense } from "@/lib/server/models/Expense";
 import { authorize, badRequest, branchParam, MANAGERS } from "@/lib/server/auth";
-import { startOfMonthNairobi } from "@/lib/server/businessDay";
+import { dayRangeNairobi, isBusinessDate, startOfMonthNairobi } from "@/lib/server/businessDay";
+import { costOfGoodsSold as fifoCost } from "@/lib/server/costing";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
 
-// Management / profit overview — NOT full accounting.
+/**
-//   Revenue      = sum of SUCCESS sales in range
+ * GET /api/reports/profit?branchId=&fromDate=YYYY-MM-DD&toDate=YYYY-MM-DD
-//   Cost of Goods= sum of purchase cost in range (stock bought in)
+ *
-//   Gross Profit = Revenue - Cost of Goods
+ * Management overview, NOT accounting (full accounting is out of the PRD's scope).
-//   Expenses     = sum of operating expenses in range
+ *   Revenue            SUCCESS sales in the period
-//   Net Profit   = Gross Profit - Expenses
+ *   Cost of goods sold first-in-first-out per branch: each unit sold costs
+ *                      what that branch paid for its oldest stock on hand
+ *                      (see src/lib/server/costing.ts)
+ *   Gross profit       revenue - cost of goods sold
+ *   Expenses           operating expenses in the period
+ *   Stock losses       cost of stock written off by counts and adjustments
+ *   Net profit         gross profit - expenses - stock losses
+ * Shown separately, because buying stock is not the same as using it:
+ *   Stock purchased    cash spent on stock in the period
+ *   Cash surplus       revenue - stock purchased - expenses
+ *
+ * Dates are Nairobi business days, inclusive. `from`/`to` (ISO instants)
+ * are still accepted for older clients.
+ */
 export async function GET(req: NextRequest) {
   await connectDb();
   // Revenue, costs and profit are owner/manager information, never a cashier's.
@@ -28,63 +42,107 @@ export async function GET(req: NextRequest) {
   if (!scope.ok) return scope.response;
   const branchId = scope.branchId;
 
-  // Default range: start of the current business month (EAT) -> now.
+  const range = parseRange(url.searchParams);
-  const now = new Date();
+  if ("error" in range) return badRequest(range.error);
-  const from = url.searchParams.get("from") ? new Date(url.searchParams.get("from")!) : startOfMonthNairobi(now);
+  const { from, to } = range;
-  const to = url.searchParams.get("to") ? new Date(url.searchParams.get("to")!) : now;
-  if (Number.isNaN(from.getTime()) || Number.isNaN(to.getTime())) return badRequest("Invalid from/to date");
 
-  const branchObjId = branchId ? new mongoose.Types.ObjectId(branchId) : null;
   const businessObjId = new mongoose.Types.ObjectId(auth.businessId);
-  const dateMatch = { createdAt: { $gte: from, $lte: to } };
+  const branchObjId = branchId ? new mongoose.Types.ObjectId(branchId) : null;
+  const inPeriod = { businessId: businessObjId, createdAt: { $gte: from, $lt: to }, ...(branchObjId ? { branchId: branchObjId } : {}) };
 
-  const salesMatch: Record<string, unknown> = { ...dateMatch, businessId: businessObjId, paymentStatus: "SUCCESS" };
+  const [salesByProduct, cost, purchaseAgg, expenseAgg] = await Promise.all([
-  if (branchObjId) salesMatch.branchId = branchObjId;
+    Transaction.aggregate<{
-
+      _id: Types.ObjectId;
-  const costMatch: Record<string, unknown> = { ...dateMatch, businessId: businessObjId };
+      revenue: number;
-  if (branchObjId) costMatch.branchId = branchObjId;
+      cashTotal: number;
-
+      mpesaTotal: number;
-  const [salesAgg, purchaseAgg, expenseAgg] = await Promise.all([
+      units: number;
-    Transaction.aggregate([
+      lines: number;
-      { $match: salesMatch },
+    }>([
+      { $match: { ...inPeriod, paymentStatus: "SUCCESS" } },
       {
         $group: {
-          _id: null,
+          _id: "$productId",
           revenue: { $sum: "$amountTotal" },
           cashTotal: { $sum: { $cond: [{ $eq: ["$paymentMethod", "CASH"] }, "$amountTotal", 0] } },
           mpesaTotal: { $sum: { $cond: [{ $eq: ["$paymentMethod", "MPESA"] }, "$amountTotal", 0] } },
-          salesCount: { $sum: 1 },
+          units: { $sum: "$quantity" },
+          lines: { $sum: 1 },
         },
       },
     ]),
-    Purchase.aggregate([
+    fifoCost(auth.businessId, { from, to, branchId }),
-      { $match: costMatch },
+    Purchase.aggregate<{ total: number; count: number }>([
-      { $group: { _id: null, costOfGoods: { $sum: "$totalCost" }, purchaseCount: { $sum: 1 } } },
+      { $match: inPeriod },
+      { $group: { _id: null, total: { $sum: "$totalCost" }, count: { $sum: 1 } } },
     ]),
-    Expense.aggregate([
+    Expense.aggregate<{ total: number; count: number }>([
-      { $match: costMatch },
+      { $match: inPeriod },
-      { $group: { _id: null, expenses: { $sum: "$amount" }, expenseCount: { $sum: 1 } } },
+      { $group: { _id: null, total: { $sum: "$amount" }, count: { $sum: 1 } } },
     ]),
   ]);
 
-  const revenue = salesAgg[0]?.revenue ?? 0;
+  let revenue = 0, cashTotal = 0, mpesaTotal = 0, salesCount = 0, unitsSold = 0;
-  const costOfGoods = purchaseAgg[0]?.costOfGoods ?? 0;
+  for (const s of salesByProduct) {
-  const expenses = expenseAgg[0]?.expenses ?? 0;
+    revenue += s.revenue;
-  const grossProfit = revenue - costOfGoods;
+    cashTotal += s.cashTotal;
-  const netProfit = grossProfit - expenses;
+    mpesaTotal += s.mpesaTotal;
+    salesCount += s.lines;
+    unitsSold += s.units;
+  }
+  const costOfGoodsSold = cost.costOfGoodsSold;
+  // Sales recorded before the stock ledger existed have no stock movement,
+  // so FIFO cannot cost them: count them as uncosted too.
+  const unitsWithoutCost = Math.max(cost.unitsWithoutCost, unitsSold - cost.unitsCosted);
+
+  const stockPurchases = purchaseAgg[0]?.total ?? 0;
+  const expenses = expenseAgg[0]?.total ?? 0;
+  const grossProfit = Math.round((revenue - costOfGoodsSold) * 100) / 100;
 
   return NextResponse.json({
     scope: branchId ? "branch" : "global",
     range: { from: from.toISOString(), to: to.toISOString() },
     revenue,
-    cashTotal: salesAgg[0]?.cashTotal ?? 0,
+    cashTotal,
-    mpesaTotal: salesAgg[0]?.mpesaTotal ?? 0,
+    mpesaTotal,
-    salesCount: salesAgg[0]?.salesCount ?? 0,
+    salesCount,
-    costOfGoods,
+    unitsSold,
-    purchaseCount: purchaseAgg[0]?.purchaseCount ?? 0,
+    costOfGoodsSold,
+    costMethod: "FIFO per branch",
+    // Units sold whose cost is unknown (no purchase price for that stock on
+    // record): gross profit overstates by their cost.
+    unitsWithoutCost,
+    stockLosses: cost.stockLosses,
     grossProfit,
     expenses,
-    expenseCount: expenseAgg[0]?.expenseCount ?? 0,
+    expenseCount: expenseAgg[0]?.count ?? 0,
-    netProfit,
+    netProfit: Math.round((grossProfit - expenses - cost.stockLosses) * 100) / 100,
+    stockPurchases,
+    purchaseCount: purchaseAgg[0]?.count ?? 0,
+    cashSurplus: Math.round((revenue - stockPurchases - expenses) * 100) / 100,
   });
 }
+
+/** The half-open UTC range [from, to) for the request, or a validation error. */
+function parseRange(params: URLSearchParams): { from: Date; to: Date } | { error: string } {
+  const fromDate = params.get("fromDate");
+  const toDate = params.get("toDate");
+  let from: Date;
+  let to: Date;
+
+  if (fromDate || toDate) {
+    if ((fromDate && !isBusinessDate(fromDate)) || (toDate && !isBusinessDate(toDate))) {
+      return { error: "Dates must be YYYY-MM-DD" };
+    }
+    from = fromDate ? dayRangeNairobi(fromDate).start : startOfMonthNairobi();
+    to = toDate ? dayRangeNairobi(toDate).end : new Date();
+  } else {
+    from = params.get("from") ? new Date(params.get("from")!) : startOfMonthNairobi();
+    to = params.get("to") ? new Date(params.get("to")!) : new Date();
+    if (Number.isNaN(from.getTime()) || Number.isNaN(to.getTime())) return { error: "Invalid from/to date" };
+  }
+
+  // A reversed period must not look like a period with no activity.
+  if (from >= to) return { error: "The start date must be on or before the end date." };
+  return { from, to };
+}

src/app/api/stock/adjustments/route.ts

@@ -6,7 +6,7 @@ import { Product } from "@/lib/server/models/Product";
 import { StockMovement } from "@/lib/server/models/StockMovement";
 import { authorize, MANAGERS } from "@/lib/server/auth";
 import { objectId } from "@/lib/server/validation";
-import { clientRefId, recordMovement, stockOf } from "@/lib/server/stock";
+import { clientRefId, recordMovement, stockOf, StockBusyError, withStockLock } from "@/lib/server/stock";
 
 export const runtime = "nodejs";
 
@@ -57,27 +57,36 @@ export async function POST(req: NextRequest) {
   if (!branch) return NextResponse.json({ error: "Branch not found in your business" }, { status: 404 });
   if (!product) return NextResponse.json({ error: "Product not found in your business" }, { status: 404 });
 
-  // A retried submit with the same clientUuid is a no-op.
+  // A retried submit with the same clientUuid is a no-op. A count reads the
+  // balance to work out its correction, so it runs under the stock lock:
+  // a transfer cannot slip in between the read and the write.
   const refId = clientRefId(auth.businessId, data.clientUuid);
-  const already = await StockMovement.exists({ type: "ADJUSTMENT", refId });
+  const lockedBranch = branchId;
-  if (!already) {
+  try {
-    const before = await stockOf(auth.businessId, branchId, data.productId);
+    const quantity = await withStockLock(auth.businessId, lockedBranch, data.productId, async () => {
-    const delta = data.mode === "COUNT" ? data.quantity - before : data.quantity;
+      const already = await StockMovement.exists({ type: "ADJUSTMENT", refId, businessId: auth.businessId });
-    if (delta !== 0) {
+      if (!already) {
-      const label = data.mode === "COUNT" ? `Count: ${before} -> ${data.quantity}` : "Adjustment";
+        const before = await stockOf(auth.businessId, lockedBranch, data.productId);
-      await recordMovement({
+        const delta = data.mode === "COUNT" ? data.quantity - before : data.quantity;
-        businessId: auth.businessId,
+        if (delta !== 0) {
-        branchId,
+          const label = data.mode === "COUNT" ? `Count: ${before} -> ${data.quantity}` : "Adjustment";
-        productId: data.productId,
+          await recordMovement({
-        type: "ADJUSTMENT",
+            businessId: auth.businessId,
-        quantity: delta,
+            branchId: lockedBranch,
-        refId,
+            productId: data.productId,
-        note: data.note ? `${label}. ${data.note}` : label,
+            type: "ADJUSTMENT",
-        recordedBy: auth.sub,
+            quantity: delta,
-      });
+            refId,
-    }
+            note: data.note ? `${label}. ${data.note}` : label,
+            recordedBy: auth.sub,
+          });
+        }
+      }
+      return stockOf(auth.businessId, lockedBranch, data.productId);
+    });
+    return NextResponse.json({ branchId, productId: data.productId, quantity }, { status: 201 });
+  } catch (err) {
+    if (err instanceof StockBusyError) return NextResponse.json({ error: err.message }, { status: 409 });
+    throw err;
   }
-
-  const quantity = await stockOf(auth.businessId, branchId, data.productId);
-  return NextResponse.json({ branchId, productId: data.productId, quantity }, { status: 201 });
 }

src/app/api/stock/movements/route.ts

@@ -2,6 +2,7 @@ import { NextRequest, NextResponse } from "next/server";
 import { connectDb } from "@/lib/server/db";
 import { StockMovement } from "@/lib/server/models/StockMovement";
 import { authorize, branchParam, MANAGERS } from "@/lib/server/auth";
+import { scopedPopulate } from "@/lib/server/tenantGuard";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -23,9 +24,9 @@ export async function GET(req: NextRequest) {
   const movements = await StockMovement.find(filter)
     .sort({ createdAt: -1 })
     .limit(limit)
-    .populate("branchId", "branchName")
+    .populate(scopedPopulate("branchId", "branchName", auth.businessId))
-    .populate("productId", "label unit")
+    .populate(scopedPopulate("productId", "label unit", auth.businessId))
-    .populate("recordedBy", "name")
+    .populate(scopedPopulate("recordedBy", "name", auth.businessId))
     .lean();
   return NextResponse.json({ movements });
 }

src/app/api/stock/transfers/route.ts

@@ -1,12 +1,13 @@
 import { NextRequest, NextResponse } from "next/server";
 import { z } from "zod";
 import { connectDb } from "@/lib/server/db";
-import { Branch } from "@/lib/server/models/Branch";
+import { ACTIVE_BRANCH, Branch } from "@/lib/server/models/Branch";
 import { Product } from "@/lib/server/models/Product";
 import { StockTransfer, IStockTransfer } from "@/lib/server/models/StockTransfer";
 import { authorize, branchParam, MANAGERS } from "@/lib/server/auth";
+import { scopedPopulate } from "@/lib/server/tenantGuard";
 import { objectId } from "@/lib/server/validation";
-import { recordMovement, stockOf } from "@/lib/server/stock";
+import { recordMovement, stockOf, StockBusyError, withStockLock } from "@/lib/server/stock";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -27,10 +28,10 @@ export async function GET(req: NextRequest) {
   const transfers = await StockTransfer.find(filter)
     .sort({ createdAt: -1 })
     .limit(100)
-    .populate("fromBranchId", "branchName")
+    .populate(scopedPopulate("fromBranchId", "branchName", auth.businessId))
-    .populate("toBranchId", "branchName")
+    .populate(scopedPopulate("toBranchId", "branchName", auth.businessId))
-    .populate("productId", "label unit")
+    .populate(scopedPopulate("productId", "label unit", auth.businessId))
-    .populate("recordedBy", "name")
+    .populate(scopedPopulate("recordedBy", "name", auth.businessId))
     .lean();
   return NextResponse.json({ transfers });
 }
@@ -97,40 +98,56 @@ export async function POST(req: NextRequest) {
   }
 
   const [branchCount, product] = await Promise.all([
-    Branch.countDocuments({ _id: { $in: [fromBranchId, data.toBranchId] }, businessId: auth.businessId }),
+    Branch.countDocuments({ _id: { $in: [fromBranchId, data.toBranchId] }, businessId: auth.businessId, ...ACTIVE_BRANCH }),
     Product.exists({ _id: data.productId, businessId: auth.businessId }),
   ]);
   if (branchCount !== 2) return NextResponse.json({ error: "Branch not found in your business" }, { status: 404 });
   if (!product) return NextResponse.json({ error: "Product not found in your business" }, { status: 404 });
 
   // Transfers are made online by a manager, so unlike offline sales they
-  // can be refused when the sending branch does not have the stock.
+  // can be refused when the sending branch does not have the stock. The
-  const available = await stockOf(auth.businessId, fromBranchId, data.productId);
+  // balance check and the movements run under the sending branch's stock
-  if (available < data.quantity) {
+  // lock, so two simultaneous transfers cannot both spend the same units.
-    return NextResponse.json(
+  const sendingBranch = fromBranchId;
-      { error: `Only ${Math.max(available, 0)} in stock at the sending branch`, available },
-      { status: 409 }
-    );
-  }
-
-  let transfer: IStockTransfer;
   try {
-    transfer = await StockTransfer.create({
+    return await withStockLock(auth.businessId, sendingBranch, data.productId, async () => {
-      businessId: auth.businessId,
+      // An identical submit may have completed while we waited for the lock.
-      fromBranchId,
+      const done = await StockTransfer.findOne({ businessId: auth.businessId, clientUuid: data.clientUuid });
-      toBranchId: data.toBranchId,
+      if (done) {
-      productId: data.productId,
+        await applyTransfer(done);
-      quantity: data.quantity,
+        return NextResponse.json({ transfer: done }, { status: 200 });
-      clientUuid: data.clientUuid,
+      }
-      note: data.note ?? null,
-      recordedBy: auth.sub,
-    });
-  } catch (err: unknown) {
-    // Two identical submits raced and the other one created it.
-    if ((err as { code?: number })?.code !== 11000) throw err;
-    transfer = (await StockTransfer.findOne({ businessId: auth.businessId, clientUuid: data.clientUuid }))!;
-  }
-  await applyTransfer(transfer);
 
-  return NextResponse.json({ transfer }, { status: 201 });
+      const available = await stockOf(auth.businessId, sendingBranch, data.productId);
+      if (available < data.quantity) {
+        return NextResponse.json(
+          { error: `Only ${Math.max(available, 0)} in stock at the sending branch`, available },
+          { status: 409 }
+        );
+      }
+
+      let transfer: IStockTransfer;
+      try {
+        transfer = await StockTransfer.create({
+          businessId: auth.businessId,
+          fromBranchId: sendingBranch,
+          toBranchId: data.toBranchId,
+          productId: data.productId,
+          quantity: data.quantity,
+          clientUuid: data.clientUuid,
+          note: data.note ?? null,
+          recordedBy: auth.sub,
+        });
+      } catch (err: unknown) {
+        // Defensive: the unique clientUuid index still guards double submits.
+        if ((err as { code?: number })?.code !== 11000) throw err;
+        transfer = (await StockTransfer.findOne({ businessId: auth.businessId, clientUuid: data.clientUuid }))!;
+      }
+      await applyTransfer(transfer);
+      return NextResponse.json({ transfer }, { status: 201 });
+    });
+  } catch (err) {
+    if (err instanceof StockBusyError) return NextResponse.json({ error: err.message }, { status: 409 });
+    throw err;
+  }
 }

src/app/api/transactions/cash/route.ts

@@ -167,10 +167,8 @@ export async function POST(req: NextRequest) {
       } catch (err: unknown) {
         if ((err as { code?: number })?.code !== 11000) throw err;
         // Already recorded by an earlier attempt: reuse it.
-        const existing = await Transaction.findOne({ clientUuid: `${sale.clientUuid}:${index}` });
+        const existing = await Transaction.findOne({ clientUuid: `${sale.clientUuid}:${index}`, businessId: auth.businessId });
-        if (!existing || existing.businessId.toString() !== auth.businessId) {
+        if (!existing) return reject("This sale id is already in use.");
-          return reject("This sale id is already in use.");
-        }
         txn = existing;
       }
       // Idempotent, and also repairs a line whose stock movement was not

src/app/api/transactions/route.ts

@@ -2,6 +2,7 @@ import { NextRequest, NextResponse } from "next/server";
 import { connectDb } from "@/lib/server/db";
 import { Transaction } from "@/lib/server/models/Transaction";
 import { authorize, branchParam } from "@/lib/server/auth";
+import { scopedPopulate } from "@/lib/server/tenantGuard";
 import { startOfTodayNairobi } from "@/lib/server/businessDay";
 
 export const runtime = "nodejs";
@@ -26,7 +27,7 @@ export async function GET(req: NextRequest) {
   const transactions = await Transaction.find(filter)
     .sort({ createdAt: -1 })
     .limit(limit)
-    .populate("branchId", "branchName")
+    .populate(scopedPopulate("branchId", "branchName", auth.businessId))
     .lean();
 
   return NextResponse.json({ transactions });

src/app/api/users/[id]/invite/route.ts

@@ -0,0 +1,42 @@
+import { NextRequest, NextResponse } from "next/server";
+import { isValidObjectId } from "mongoose";
+import { connectDb } from "@/lib/server/db";
+import { User } from "@/lib/server/models/User";
+import { authorize, MANAGERS } from "@/lib/server/auth";
+import { invitePending, issueInvite } from "@/lib/server/invites";
+
+export const runtime = "nodejs";
+
+/**
+ * POST /api/users/:id/invite — a one-time password link for a staff member:
+ *   - an INVITE link while they have not set a password yet (lost or expired invite);
+ *   - a RESET link once they have (forgotten password). Their current password
+ *     keeps working until the link is used; using it signs them out everywhere.
+ * The previous link stops working either way.
+ * Owners: anyone in the business but themselves. Managers: their own branch's cashiers.
+ */
+export async function POST(req: NextRequest, { params }: { params: { id: string } }) {
+  await connectDb();
+  const gate = authorize(req, MANAGERS);
+  if (!gate.ok) return gate.response;
+  const auth = gate.auth;
+
+  if (!isValidObjectId(params.id)) return NextResponse.json({ error: "User not found" }, { status: 404 });
+  const user = await User.findOne({ _id: params.id, businessId: auth.businessId });
+  if (!user) return NextResponse.json({ error: "User not found" }, { status: 404 });
+
+  if (auth.role === "BRANCH_MANAGER" && !(user.role === "DELIVERY" && user.branchId?.toString() === auth.branchId)) {
+    return NextResponse.json({ error: "Branch managers may only do this for delivery staff in their own branch" }, { status: 403 });
+  }
+  if (user._id.toString() === auth.sub) {
+    return NextResponse.json({ error: "Change your own password from Change password instead" }, { status: 409 });
+  }
+  if (!user.isActive) {
+    return NextResponse.json({ error: "Reactivate this account first" }, { status: 409 });
+  }
+
+  const purpose = invitePending(user) ? "invite" : "reset";
+  const inviteUrl = issueInvite(user, req, purpose);
+  await user.save();
+  return NextResponse.json({ inviteUrl, purpose, expiresAt: user.inviteExpiresAt });
+}

src/app/api/users/[id]/route.ts

@@ -3,7 +3,7 @@ import { z } from "zod";
 import { isValidObjectId } from "mongoose";
 import { connectDb } from "@/lib/server/db";
 import { User } from "@/lib/server/models/User";
-import { Branch } from "@/lib/server/models/Branch";
+import { ACTIVE_BRANCH, Branch } from "@/lib/server/models/Branch";
 import { Business } from "@/lib/server/models/Business";
 import { UserSession } from "@/lib/server/models/UserSession";
 import { authorize, MANAGERS } from "@/lib/server/auth";
@@ -67,9 +67,16 @@ export async function PATCH(req: NextRequest, { params }: { params: { id: string
     if (target.role === "SUPER_ADMIN") {
       return NextResponse.json({ error: "Owner accounts are not tied to a branch" }, { status: 400 });
     }
-    const branch = await Branch.findOne({ _id: branchId, businessId: auth.businessId }).lean();
+    const branch = await Branch.findOne({ _id: branchId, businessId: auth.businessId, ...ACTIVE_BRANCH }).lean();
     if (!branch) return NextResponse.json({ error: "Branch not found in your business" }, { status: 404 });
+    const fromBranch = target.branchId;
     target.branchId = branch._id;
+    // A moved manager stops being the old branch's manager, and becomes the
+    // new branch's manager if it has none.
+    if (target.role === "BRANCH_MANAGER" && fromBranch?.toString() !== branch._id.toString()) {
+      await Branch.updateOne({ _id: fromBranch, businessId: auth.businessId, managerId: target._id }, { managerId: null });
+      await Branch.updateOne({ _id: branch._id, businessId: auth.businessId, managerId: null }, { managerId: target._id });
+    }
   }
   if (isActive !== undefined) target.isActive = isActive;
   await target.save();
@@ -82,5 +89,6 @@ export async function PATCH(req: NextRequest, { params }: { params: { id: string
 
   const obj = target.toObject() as unknown as Record<string, unknown>;
   delete obj.passwordHash;
+  delete obj.inviteTokenHash;
   return NextResponse.json({ user: obj });
 }

src/app/api/users/route.ts

@@ -3,11 +3,12 @@ import bcrypt from "bcryptjs";
 import { z } from "zod";
 import { connectDb } from "@/lib/server/db";
 import { User } from "@/lib/server/models/User";
-import { Branch } from "@/lib/server/models/Branch";
+import { ACTIVE_BRANCH, Branch } from "@/lib/server/models/Branch";
 import { authorize, branchParam, MANAGERS } from "@/lib/server/auth";
 import { objectId } from "@/lib/server/validation";
 import { normalizeKenyanPhone } from "@/lib/server/phone";
 import { userLimitError, loadTier } from "@/lib/server/subscription";
+import { invitePending, issueInvite, unusablePasswordHash } from "@/lib/server/invites";
 
 export const runtime = "nodejs";
 export const dynamic = "force-dynamic";
@@ -22,8 +23,11 @@ export async function GET(req: NextRequest) {
   if (!scope.ok) return scope.response;
   const filter: Record<string, unknown> = { businessId: auth.businessId };
   if (scope.branchId) filter.branchId = scope.branchId;
-  const users = await User.find(filter).select("-passwordHash").sort({ name: 1 }).lean();
+  const users = await User.find(filter).select("-passwordHash -inviteTokenHash").sort({ name: 1 }).lean();
-  return NextResponse.json({ users });
+  // invitePending: the person has not set their password yet.
+  return NextResponse.json({
+    users: users.map((u) => ({ ...u, invitePending: invitePending(u) })),
+  });
 }
 
 const createSchema = z.object({
@@ -32,7 +36,9 @@ const createSchema = z.object({
   branchId: objectId.optional(),
   phoneNumber: z.string().min(9).max(15),
   email: z.string().email(),
-  password: z.string().min(8),
+  // Omit the password to invite instead: the response carries a one-time
+  // link the person uses to set their own password.
+  password: z.string().min(8).optional(),
 });
 
 export async function POST(req: NextRequest) {
@@ -63,7 +69,7 @@ export async function POST(req: NextRequest) {
   }
 
   if (branchId) {
-    const branch = await Branch.findOne({ _id: branchId, businessId: auth.businessId }).lean();
+    const branch = await Branch.findOne({ _id: branchId, businessId: auth.businessId, ...ACTIVE_BRANCH }).lean();
     if (!branch) {
       return NextResponse.json({ error: "Branch not found in your business" }, { status: 404 });
     }
@@ -81,10 +87,10 @@ export async function POST(req: NextRequest) {
   const userErr = await userLimitError(auth.businessId, tier);
   if (userErr) return NextResponse.json({ error: userErr }, { status: 403 });
 
-  const passwordHash = await bcrypt.hash(data.password, 12);
+  const passwordHash = data.password ? await bcrypt.hash(data.password, 12) : await unusablePasswordHash();
 
   try {
-    const user = await User.create({
+    const user = new User({
       businessId: auth.businessId,
       name: data.name,
       role: data.role,
@@ -93,6 +99,8 @@ export async function POST(req: NextRequest) {
       email: data.email.toLowerCase(),
       passwordHash,
     });
+    const inviteUrl = data.password ? null : issueInvite(user, req);
+    await user.save();
 
     if (data.role === "BRANCH_MANAGER" && branchId) {
       await Branch.findOneAndUpdate(
@@ -103,10 +111,11 @@ export async function POST(req: NextRequest) {
 
     const obj: any = user.toObject();
     delete obj.passwordHash;
-    return NextResponse.json({ user: obj }, { status: 201 });
+    delete obj.inviteTokenHash;
+    return NextResponse.json({ user: obj, inviteUrl }, { status: 201 });
   } catch (err: any) {
     if (err?.code === 11000) {
-      return NextResponse.json({ error: "A user with this phone number or email already exists" }, { status: 409 });
+      return NextResponse.json({ error: "Someone in your business already uses this phone number or email" }, { status: 409 });
     }
     throw err;
   }

src/app/invite/[token]/page.tsx

@@ -0,0 +1,116 @@
+"use client";
+
+import { useEffect, useState } from "react";
+import { useParams, useRouter } from "next/navigation";
+import { apiFetch, ApiError } from "@/lib/api";
+
+interface Invite {
+  name: string;
+  email: string;
+  businessName: string | null;
+  purpose: "invite" | "reset";
+}
+
+const inputClass =
+  "tap-target w-full rounded-xl2 border border-depth-200 bg-white px-4 text-depth-900 shadow-sm transition focus:border-flow-500 focus:outline-none focus:ring-2 focus:ring-flow-500/25";
+
+/** Where an invited staff member sets their own password. */
+export default function InvitePage() {
+  const { token } = useParams<{ token: string }>();
+  const router = useRouter();
+  const [invite, setInvite] = useState<Invite | null>(null);
+  const [loadError, setLoadError] = useState<string | null>(null);
+  const [password, setPassword] = useState("");
+  const [confirm, setConfirm] = useState("");
+  const [error, setError] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+
+  useEffect(() => {
+    apiFetch<Invite>("/api/invites/" + encodeURIComponent(token))
+      .then(setInvite)
+      .catch((err) => setLoadError(err instanceof ApiError ? err.message : "Could not load this invite."));
+  }, [token]);
+
+  async function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    setError(null);
+    if (password.length < 8) return setError("Use at least 8 characters.");
+    if (password !== confirm) return setError("The two passwords do not match.");
+    setSaving(true);
+    try {
+      await apiFetch("/api/invites/" + encodeURIComponent(token), {
+        method: "POST",
+        body: JSON.stringify({ password }),
+      });
+      router.replace("/login?invited=1");
+    } catch (err) {
+      setError(err instanceof ApiError ? err.message : "Could not save your password.");
+      setSaving(false);
+    }
+  }
+
+  return (
+    <main className="flex min-h-screen items-center justify-center bg-sand-50 px-5 py-10">
+      <div className="w-full max-w-md rounded-3xl bg-white p-6 shadow-soft">
+        {loadError ? (
+          <p role="alert" className="text-sm text-alert-600">
+            {loadError}
+          </p>
+        ) : !invite ? (
+          <div className="h-32 animate-pulse rounded-xl2 bg-sand-100" />
+        ) : (
+          <>
+            <p className="text-xs uppercase tracking-wide text-flow-600">{invite.businessName ?? "Vessel"}</p>
+            <h1 className="mt-1 font-display text-2xl font-bold text-depth-900">
+              {invite.purpose === "reset" ? `Reset your password, ${invite.name}` : `Welcome, ${invite.name}`}
+            </h1>
+            <p className="mt-2 text-sm text-depth-600">
+              {invite.purpose === "reset" ? "Choose a new password. Every device signed in to your account will be signed out." : "Choose a password."}{" "}
+              You will sign in with <strong>{invite.email}</strong> and this password.
+            </p>
+            <form onSubmit={handleSubmit} className="mt-6 space-y-4">
+              <div>
+                <label htmlFor="new-password" className="mb-1.5 block text-sm font-medium text-depth-700">
+                  New password
+                </label>
+                <input
+                  id="new-password"
+                  type="password"
+                  autoComplete="new-password"
+                  value={password}
+                  onChange={(e) => setPassword(e.target.value)}
+                  className={inputClass}
+                />
+              </div>
+              <div>
+                <label htmlFor="confirm-password" className="mb-1.5 block text-sm font-medium text-depth-700">
+                  Confirm password
+                </label>
+                <input
+                  id="confirm-password"
+                  type="password"
+                  autoComplete="new-password"
+                  value={confirm}
+                  onChange={(e) => setConfirm(e.target.value)}
+                  className={inputClass}
+                />
+              </div>
+              {error && (
+                <p role="alert" className="rounded-lg bg-alert-500/10 px-3 py-2 text-sm text-alert-600">
+                  {error}
+                </p>
+              )}
+              <button
+                type="submit"
+                disabled={saving}
+                className="tap-target w-full rounded-full bg-gradient-to-r from-flow-500 to-flow-700 font-display font-semibold text-white disabled:opacity-60"
+              >
+                {saving ? "Saving…" : "Set password"}
+              </button>
+            </form>
+          </>
+        )}
+      </div>
+    </main>
+  );
+}

src/app/login/page.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { useState } from "react";
+import { useEffect, useState } from "react";
 import { useRouter } from "next/navigation";
 import { apiFetch, ApiError } from "@/lib/api";
 import { getDeviceId, getDeviceLabel } from "@/lib/deviceId";
@@ -12,6 +12,18 @@ interface ActiveDevice {
   lastUsedAt: string;
 }
 
+interface BusinessChoice {
+  businessId: string;
+  businessName: string;
+  role: string;
+}
+
+const ROLE_LABELS: Record<string, string> = {
+  SUPER_ADMIN: "Owner",
+  BRANCH_MANAGER: "Branch manager",
+  DELIVERY: "Cashier",
+};
+
 export default function LoginPage() {
   const router = useRouter();
   const [email, setEmail] = useState("");
@@ -21,9 +33,21 @@ export default function LoginPage() {
   const [loading, setLoading] = useState(false);
   const [error, setError] = useState<string | null>(null);
   const [deviceConflict, setDeviceConflict] = useState<ActiveDevice[] | null>(null);
+  // Set when this email and password open accounts in more than one business.
+  const [choices, setChoices] = useState<BusinessChoice[] | null>(null);
+  const [invited, setInvited] = useState(false);
+  const [showForgot, setShowForgot] = useState(false);
+
+  useEffect(() => {
+    setInvited(new URLSearchParams(window.location.search).get("invited") === "1");
+  }, []);
 
   async function handleSubmit(e: React.FormEvent) {
     e.preventDefault();
+    await signIn();
+  }
+
+  async function signIn(businessId?: string) {
     setError(null);
     setDeviceConflict(null);
     setLoading(true);
@@ -36,11 +60,15 @@ export default function LoginPage() {
           password,
           deviceId: getDeviceId(),
           deviceLabel: getDeviceLabel(),
+          businessId,
         }),
       });
       router.replace(result.redirectTo);
+      return;
     } catch (err) {
-      if (err instanceof ApiError && err.status === 409) {
+      if (err instanceof ApiError && err.status === 300) {
+        setChoices((err.body?.chooseBusiness as BusinessChoice[]) ?? []);
+      } else if (err instanceof ApiError && err.status === 409) {
         setDeviceConflict((err.body?.activeDevices as ActiveDevice[]) ?? []);
         setError(err.message);
       } else if (err instanceof ApiError) {
@@ -70,7 +98,35 @@ export default function LoginPage() {
             Run every branch with confidence — sales, stock, M-Pesa and cash.
           </p>
 
-          {deviceConflict ? (
+          {choices && !deviceConflict ? (
+            <div className="mt-8">
+              <p className="text-sm font-medium text-depth-800">Which business do you want to sign in to?</p>
+              {error && choices.length === 0 && <p className="mt-2 text-sm text-alert-600">{error}</p>}
+              <ul className="mt-3 space-y-2">
+                {choices.map((c) => (
+                  <li key={c.businessId}>
+                    <button
+                      onClick={() => signIn(c.businessId)}
+                      disabled={loading}
+                      className="tap-target flex w-full items-center justify-between rounded-xl2 border border-depth-200 bg-white px-4 text-left transition hover:border-flow-500 disabled:opacity-60"
+                    >
+                      <span className="font-medium text-depth-900">{c.businessName}</span>
+                      <span className="text-xs text-depth-500">{ROLE_LABELS[c.role] ?? c.role}</span>
+                    </button>
+                  </li>
+                ))}
+              </ul>
+              <button
+                onClick={() => {
+                  setChoices(null);
+                  setError(null);
+                }}
+                className="mt-4 text-sm text-depth-500 underline underline-offset-2"
+              >
+                Use a different email
+              </button>
+            </div>
+          ) : deviceConflict ? (
             <div className="mt-8 rounded-xl2 border border-alert-500/30 bg-alert-500/10 p-4">
               <p className="text-sm font-medium text-alert-600">{error}</p>
               <ul className="mt-3 space-y-2">
@@ -171,9 +227,22 @@ export default function LoginPage() {
                   />
                   Remember me
                 </label>
-                <span className="font-medium text-flow-600">Forgot password?</span>
+                <button type="button" onClick={() => setShowForgot((v) => !v)} className="font-medium text-flow-600">
+                  Forgot password?
+                </button>
               </div>
 
+              {showForgot && (
+                <p className="rounded-lg bg-sand-100 px-3 py-2 text-sm text-depth-700">
+                  Ask your branch manager or business owner for a password reset link (Staff page, Reset password). If
+                  you are the owner, contact Digital Chances support for one.
+                </p>
+              )}
+              {invited && !error && (
+                <p className="rounded-lg bg-confirm-500/10 px-3 py-2 text-sm text-confirm-600">
+                  Your password is set. Sign in with your email and new password.
+                </p>
+              )}
               {error && (
                 <p role="alert" className="rounded-lg bg-alert-500/10 px-3 py-2 text-sm text-alert-600">
                   {error}

src/app/page.tsx

@@ -12,7 +12,9 @@ export default function RootPage() {
     (async () => {
       try {
         const result = await apiFetch<{ user: AuthUser }>("/api/auth/me");
-        if (result.user.role === "DELIVERY") {
+        if (result.user.isPlatformAdmin) {
+          router.replace("/platform");
+        } else if (result.user.role === "DELIVERY") {
           router.replace("/terminal");
         } else {
           router.replace("/admin/dashboard");

src/app/platform/page.tsx

@@ -6,6 +6,7 @@ import { apiFetch, ApiError } from "@/lib/api";
 import { AuthUser } from "@/lib/types";
 import { useToast } from "@/components/ui/Toast";
 import { SkeletonList } from "@/components/ui/Skeleton";
+import AccountLinks from "@/components/AccountLinks";
 
 type TierId = "STARTER" | "GROWTH" | "ENTERPRISE";
 type SubStatus = "TRIALING" | "ACTIVE" | "PAST_DUE" | "SUSPENDED";
@@ -63,6 +64,7 @@ export default function PlatformPage() {
   const [stats, setStats] = useState<Stats | null>(null);
   const [loading, setLoading] = useState(true);
   const [savingId, setSavingId] = useState<string | null>(null);
+  const [ownerLink, setOwnerLink] = useState<{ business: string; name: string; email: string; url: string } | null>(null);
 
   useEffect(() => {
     (async () => {
@@ -107,6 +109,23 @@ export default function PlatformPage() {
     setSavingId(null);
   }
 
+  // A one-time password link for a business's owner (an owner who forgot
+  // their password has nobody inside the business who can reset it).
+  async function ownerReset(b: BizRow) {
+    if (!window.confirm(`Create a password link for the owner of ${b.name}? Send it only to the owner, by a channel you know is theirs.`)) {
+      return;
+    }
+    try {
+      const r = await apiFetch<{ inviteUrl: string; email: string; name: string }>(
+        "/api/platform/businesses/" + b.id + "/owner-reset",
+        { method: "POST" }
+      );
+      setOwnerLink({ business: b.name, name: r.name, email: r.email, url: r.inviteUrl });
+    } catch (err) {
+      show(err instanceof ApiError ? err.message : "Could not create the link", "error");
+    }
+  }
+
   if (!ready) {
     return (
       <main className="min-h-screen bg-depth-950 pb-12">
@@ -130,6 +149,12 @@ export default function PlatformPage() {
             Every business on your platform, across all tenants. Change plans, extend billing periods,
             and suspend accounts here.
           </p>
+          <div className="mt-3 flex items-center gap-4">
+            <a href="/admin/dashboard" className="text-sm text-sand-200/70 underline underline-offset-2 hover:text-white">
+              Your business dashboard
+            </a>
+            <AccountLinks />
+          </div>
         </div>
       </header>
 
@@ -144,6 +169,28 @@ export default function PlatformPage() {
           </div>
         )}
 
+        {ownerLink && (
+          <div className="rounded-xl2 border border-confirm-500/30 bg-confirm-500/10 p-4 text-sm">
+            <p className="font-medium text-white">
+              Password link for {ownerLink.name} ({ownerLink.email}), owner of {ownerLink.business}
+            </p>
+            <p className="mt-1 text-xs text-white/60">
+              It works once and expires within 24 hours (7 days if they never set a password). Whoever opens it can take
+              over the account: send it only to the owner, by a channel you know is theirs.
+            </p>
+            <input
+              readOnly
+              value={ownerLink.url}
+              onFocus={(e) => e.target.select()}
+              aria-label="Owner password link"
+              className="mt-3 w-full rounded-lg border border-white/20 bg-depth-900 px-3 py-2 font-mono text-xs text-white"
+            />
+            <button onClick={() => setOwnerLink(null)} className="mt-2 text-xs text-white/60 underline">
+              Done
+            </button>
+          </div>
+        )}
+
         {loading ? (
           <SkeletonList rows={4} />
         ) : rows.length === 0 ? (
@@ -158,6 +205,7 @@ export default function PlatformPage() {
                 b={b}
                 saving={savingId === b.id}
                 onPatch={patch}
+                onOwnerReset={ownerReset}
               />
             ))}
           </div>
@@ -180,10 +228,12 @@ function BusinessCard({
   b,
   saving,
   onPatch,
+  onOwnerReset,
 }: {
   b: BizRow;
   saving: boolean;
   onPatch: (id: string, update: Record<string, unknown>, label: string) => void;
+  onOwnerReset: (b: BizRow) => void;
 }) {
   const overBranches = b.maxBranches !== null && b.branchCount > b.maxBranches;
   const overUsers = b.maxUsers !== null && b.userCount > b.maxUsers;
@@ -287,6 +337,15 @@ function BusinessCard({
             Reactivate
           </button>
         )}
+        {b.owner && (
+          <button
+            type="button"
+            onClick={() => onOwnerReset(b)}
+            className="tap-target rounded-xl2 border border-white/20 px-4 text-sm font-medium text-white/80"
+          >
+            Owner password link
+          </button>
+        )}
       </div>
     </div>
   );

src/app/terminal/page.tsx

@@ -4,7 +4,7 @@ import { useCallback, useEffect, useRef, useState } from "react";
 import { useRouter } from "next/navigation";
 import { apiFetch, ApiError } from "@/lib/api";
 import { isValidKenyanPhone } from "@/lib/phone";
-import { AuthUser, PaymentMethod, Product } from "@/lib/types";
+import { AuthUser, PaymentMethod, Product, StockLevel } from "@/lib/types";
 import {
   dismissRejected,
   flushQueue,
@@ -13,10 +13,12 @@ import {
   queueSale,
   registerOfflineSync,
   salesFor,
+  unsyncedQuantities,
   type QueuedSale,
   type QueueOwner,
 } from "@/lib/offlineQueue";
-import { clearSession, loadSession, saveSession } from "@/lib/sessionCache";
+import { loadSession, saveSession, type StockSnapshot } from "@/lib/sessionCache";
+import { signOut } from "@/lib/signOut";
 import { MAX_LINES_PER_SALE } from "@/lib/syncProtocol";
 import { useToast } from "@/components/ui/Toast";
 import ProductGrid from "@/components/terminal/ProductGrid";
@@ -51,6 +53,11 @@ export default function TerminalPage() {
   const [products, setProducts] = useState<Product[]>([]);
   const [productsLoading, setProductsLoading] = useState(true);
   const [cart, setCart] = useState<CartLine[]>([]);
+  // Branch stock from the server, minus this phone's sales the server has
+  // not counted yet — so the till deducts stock the moment a sale is
+  // recorded, even offline (PRD 5.3).
+  const [stockSnapshot, setStockSnapshot] = useState<StockSnapshot | null>(null);
+  const [unsynced, setUnsynced] = useState<Record<string, number>>({});
 
   const [showCustomer, setShowCustomer] = useState(false);
   const [customerName, setCustomerName] = useState("");
@@ -72,8 +79,37 @@ export default function TerminalPage() {
 
   const refreshCounts = useCallback(async (userId: string) => {
     setCounts(await queueCounts(userId));
+    const snapshotAt = loadSession()?.stock?.fetchedAt ?? null;
+    setUnsynced(unsyncedQuantities(await salesFor(userId), snapshotAt));
   }, []);
 
+  const refreshStock = useCallback(
+    async (user: AuthUser) => {
+      const fetchedAt = new Date().toISOString();
+      try {
+        const res = await apiFetch<{ levels: StockLevel[] }>("/api/stock");
+        const snapshot: StockSnapshot = {
+          byProduct: Object.fromEntries(res.levels.map((l) => [l.productId, l.quantity])),
+          fetchedAt,
+        };
+        saveSession({ user, stock: snapshot });
+        setStockSnapshot(snapshot);
+      } catch {
+        // Offline: keep showing the last snapshot minus local sales.
+        const saved = loadSession();
+        if (saved?.user.id === user.id && saved.stock) setStockSnapshot(saved.stock);
+      }
+      await refreshCounts(user.id);
+    },
+    [refreshCounts]
+  );
+
+  const stockByProduct: Record<string, number> | null = stockSnapshot
+    ? Object.fromEntries(
+        products.map((p) => [p._id, (stockSnapshot.byProduct[p._id] ?? 0) - (unsynced[p._id] ?? 0)])
+      )
+    : null;
+
   // Boot: confirm the session online, or fall back to the last confirmed
   // session on this device so a cashier can keep selling with no network.
   useEffect(() => {
@@ -106,7 +142,7 @@ export default function TerminalPage() {
         show("Offline - using this phone's saved session. Sales will sync when you're back online.", "info");
       }
       setMe(user);
-      await refreshCounts(user.id);
+      await refreshStock(user);
 
       try {
         const productsResult = await apiFetch<{ products: Product[] }>("/api/products");
@@ -142,7 +178,10 @@ export default function TerminalPage() {
     const unregister = registerOfflineSync({ id: me.id, businessId: me.businessId, branchId: me.branchId }, (r) => {
       setCounts((c) => ({ ...c, pending: r.pending }));
       setServerReachable(!r.offline);
-      if (r.synced > 0) show(r.synced + " saved sale(s) synced", "success");
+      if (r.synced > 0) {
+        show(r.synced + " saved sale(s) synced", "success");
+        refreshStock(me);
+      }
       if (r.rejected > 0) {
         show(r.rejected + " sale(s) could not be synced - tap the banner to see why", "error");
         refreshCounts(me.id);
@@ -210,6 +249,19 @@ export default function TerminalPage() {
       setFormError("Your account is not assigned to a branch.");
       return;
     }
+    // Warn, never block: the jerrycans may be physically there even if the
+    // system was not told (no opening count, an unrecorded delivery), and a
+    // sale that really happened must be recorded. Negative stock then shows
+    // up on the manager's Stock page to be corrected with a count.
+    if (stockByProduct) {
+      const short = lines.filter((l) => l.quantity > (stockByProduct[l.productId] ?? 0));
+      if (short.length > 0) {
+        const detail = short
+          .map((l) => `${l.product.label}: ${Math.max(stockByProduct[l.productId] ?? 0, 0)} in stock, selling ${l.quantity}`)
+          .join("\n");
+        if (!window.confirm(`Not enough stock recorded at this branch:\n${detail}\n\nRecord the sale anyway?`)) return;
+      }
+    }
     setSubmitting(true);
 
     // The IndexedDB write is the only step that must finish before we show
@@ -233,7 +285,7 @@ export default function TerminalPage() {
     setSubmitting(false);
     setScreen({ kind: "receipt", sale });
     setCart([]);
-    await refreshCounts(me.id);
+    await refreshCounts(me.id); // deducts this sale from the stock shown
 
     // Sync in the background; a failure leaves the sale queued for the
     // next automatic retry.
@@ -241,6 +293,7 @@ export default function TerminalPage() {
       flushQueue(owner).then(async (r) => {
         setCounts((c) => ({ ...c, pending: r.pending }));
         setServerReachable(!r.offline);
+        if (r.synced > 0) refreshStock(me);
         const rows = await salesFor(me.id);
         const updated = rows.find((row) => row.clientUuid === sale.clientUuid);
         if (updated) setScreen((s) => (s.kind === "receipt" && s.sale.clientUuid === sale.clientUuid ? { ...s, sale: updated } : s));
@@ -340,12 +393,7 @@ export default function TerminalPage() {
       );
       if (!ok) return;
     }
-    try {
+    await signOut();
-      await apiFetch("/api/auth/logout", { method: "POST" });
-    } catch {
-      // Offline: the cookies expire on their own; still clear this device.
-    }
-    clearSession();
     router.replace("/login");
   }
 
@@ -399,9 +447,14 @@ export default function TerminalPage() {
             >
               {connected ? "● Online" : "● Offline"}
             </span>
-            <button onClick={handleSignOut} className="text-xs text-sand-200/60 underline underline-offset-2">
+            <div className="flex gap-3">
-              Sign out
+              <button onClick={() => router.push("/account/password")} className="text-xs text-sand-200/60 underline underline-offset-2">
-            </button>
+                Password
+              </button>
+              <button onClick={handleSignOut} className="text-xs text-sand-200/60 underline underline-offset-2">
+                Sign out
+              </button>
+            </div>
           </div>
         </div>
       </header>
@@ -450,7 +503,7 @@ export default function TerminalPage() {
             {productsLoading ? (
               <div className="h-24 animate-pulse rounded-xl2 bg-white shadow-soft" />
             ) : (
-              <ProductGrid products={products} quantities={quantities} onAdd={addProduct} />
+              <ProductGrid products={products} quantities={quantities} stock={stockByProduct} onAdd={addProduct} />
             )}
 
             {lines.length > 0 && (
@@ -491,6 +544,13 @@ export default function TerminalPage() {
                   <span>Total</span>
                   <span>KES {total.toLocaleString()}</span>
                 </div>
+                <button
+                  type="button"
+                  onClick={() => setCart([])}
+                  className="mt-2 text-sm font-medium text-alert-600 underline underline-offset-2"
+                >
+                  Clear sale
+                </button>
               </div>
             )}
 

src/components/AccountLinks.tsx

@@ -0,0 +1,26 @@
+"use client";
+
+import Link from "next/link";
+import { useRouter } from "next/navigation";
+import { signOut } from "@/lib/signOut";
+
+/** Change password + Sign out, for the dark page headers. */
+export default function AccountLinks() {
+  const router = useRouter();
+  return (
+    <div className="flex items-center gap-3 whitespace-nowrap text-sm">
+      <Link href="/account/password" className="text-sand-200/70 underline underline-offset-2 hover:text-white">
+        Change password
+      </Link>
+      <button
+        onClick={async () => {
+          await signOut();
+          router.replace("/login");
+        }}
+        className="text-sand-200/70 underline underline-offset-2 hover:text-white"
+      >
+        Sign out
+      </button>
+    </div>
+  );
+}

src/components/terminal/ProductGrid.tsx

@@ -5,11 +5,13 @@ import { Product } from "@/lib/types";
 interface Props {
   products: Product[];
   quantities: Record<string, number>;
+  /** Stock left at this branch after this phone's own sales; null if unknown. */
+  stock: Record<string, number> | null;
   onAdd: (productId: string) => void;
 }
 
 /** One tap adds one unit of a product to the current sale. */
-export default function ProductGrid({ products, quantities, onAdd }: Props) {
+export default function ProductGrid({ products, quantities, stock, onAdd }: Props) {
   if (products.length === 0) {
     return (
       <div className="rounded-xl2 border border-dashed border-depth-200 bg-white p-4 text-center text-sm text-depth-500">
@@ -37,6 +39,16 @@ export default function ProductGrid({ products, quantities, onAdd }: Props) {
             >
               <span className="font-display text-sm font-bold leading-tight text-depth-900">{p.label}</span>
               <span className="font-mono text-xs text-depth-500">KES {p.unitPrice.toLocaleString()}</span>
+              {stock && (
+                <span
+                  className={
+                    "text-xs font-medium " +
+                    ((stock[p._id] ?? 0) - inCart <= 0 ? "text-alert-600" : "text-depth-500")
+                  }
+                >
+                  {Math.max((stock[p._id] ?? 0) - inCart, 0)} in stock
+                </span>
+              )}
               {inCart > 0 && (
                 <span className="absolute right-2 top-2 flex h-6 min-w-6 items-center justify-center rounded-full bg-flow-500 px-1.5 font-mono text-xs font-bold text-white">
                   {inCart}

src/lib/offlineQueue.ts

@@ -108,6 +108,23 @@ export async function queueCounts(userId: string): Promise<{ pending: number; re
   };
 }
 
+/**
+ * Units this cashier has sold that the given server stock snapshot does
+ * not include yet: sales still pending, plus sales that synced after the
+ * snapshot was taken. Subtracting these from the snapshot gives the stock
+ * the till should show right now, online or offline.
+ */
+export function unsyncedQuantities(rows: QueuedSale[], snapshotAt: string | null): Record<string, number> {
+  const out: Record<string, number> = {};
+  for (const row of rows) {
+    const notInSnapshot =
+      row.state === "pending" || (row.state === "synced" && (!snapshotAt || (row.syncedAt ?? "") > snapshotAt));
+    if (!notInSnapshot) continue;
+    for (const l of row.lines) out[l.productId] = (out[l.productId] ?? 0) + l.quantity;
+  }
+  return out;
+}
+
 /** The cashier has acknowledged a rejected sale (e.g. reported it to the manager). */
 export async function dismissRejected(clientUuid: string): Promise<void> {
   const db = await getDb();

src/lib/server/costing.ts

@@ -0,0 +1,194 @@
+import mongoose, { Types } from "mongoose";
+import { StockMovement, type MovementType } from "@/lib/server/models/StockMovement";
+import { Purchase } from "@/lib/server/models/Purchase";
+
+/**
+ * Cost of goods sold, first-in-first-out, per branch.
+ *
+ * The stock ledger is replayed in order. Each branch keeps, per product, a
+ * queue of cost layers (quantity at a unit cost). Stock coming in adds a
+ * layer; stock going out takes from the oldest layers first:
+ *
+ *   PURCHASE      in, at the purchase's unit cost
+ *   TRANSFER_IN   in, at the cost of the layers the sending branch gave up
+ *   ADJUSTMENT +  in (opening stock, a count that found more), at an
+ *                 estimated cost: the latest purchase price for the product
+ *                 at that time, or the first one after it if none yet
+ *   SALE          out: its cost is cost of goods sold
+ *   TRANSFER_OUT  out: its cost travels with the stock to the other branch
+ *   ADJUSTMENT -  out (breakage, a count that found less): its cost is a
+ *                 stock loss, reported separately from cost of goods
+ *
+ * Stock can go negative (an offline sale recorded before the stock it came
+ * from). The units sold short wait as a deficit and are costed by the next
+ * stock that arrives at that branch, which is where they must have come
+ * from. Units still uncosted at the end are reported as unitsWithoutCost.
+ *
+ * The replay reads the whole history, in order, so a sale is costed against
+ * what was actually on hand when it happened, whatever period is being
+ * reported; only events inside the period (and branch) are added up. A sale
+ * made short in the period is costed by stock that arrived later, even
+ * after the period ended.
+ */
+
+type Id = Types.ObjectId | string;
+
+interface Layer {
+  qty: number;
+  unitCost: number | null; // null: cost unknown
+}
+
+interface Deficit {
+  qty: number;
+  kind: "sale" | "loss" | "transfer";
+  counts: boolean; // inside the reported period and branch
+}
+
+interface Position {
+  layers: Layer[];
+  deficits: Deficit[];
+}
+
+export interface CostOfGoods {
+  costOfGoodsSold: number;
+  unitsCosted: number; // units sold in the period that have a cost
+  unitsWithoutCost: number; // units sold in the period whose cost is unknown
+  stockLosses: number; // cost of stock written off by counts or adjustments in the period
+}
+
+// Process transfers' outgoing side before the incoming side, so the cost is known.
+const TYPE_ORDER: Record<MovementType, number> = {
+  PURCHASE: 0,
+  ADJUSTMENT: 1,
+  TRANSFER_OUT: 2,
+  TRANSFER_IN: 3,
+  SALE: 4,
+};
+
+const round2 = (n: number) => Math.round(n * 100) / 100;
+
+/** Take `qty` units from the front of `layers`; returns what was taken and the shortfall. */
+function take(layers: Layer[], qty: number): { taken: Layer[]; short: number } {
+  const taken: Layer[] = [];
+  let need = qty;
+  while (need > 0 && layers.length > 0) {
+    const head = layers[0];
+    const n = Math.min(head.qty, need);
+    taken.push({ qty: n, unitCost: head.unitCost });
+    head.qty -= n;
+    need -= n;
+    if (head.qty === 0) layers.shift();
+  }
+  return { taken, short: need };
+}
+
+export async function costOfGoodsSold(
+  businessId: Id,
+  period: { from: Date; to: Date; branchId?: Id | null }
+): Promise<CostOfGoods> {
+  const biz = new mongoose.Types.ObjectId(businessId.toString());
+  const branchFilter = period.branchId ? period.branchId.toString() : null;
+
+  const [movements, purchases] = await Promise.all([
+    StockMovement.find({ businessId: biz })
+      .select("branchId productId type quantity refId createdAt")
+      .sort({ createdAt: 1, _id: 1 })
+      .lean(),
+    Purchase.find({ businessId: biz, productId: { $ne: null } })
+      .select("productId unitCost createdAt")
+      .sort({ createdAt: 1 })
+      .lean(),
+  ]);
+  movements.sort(
+    (a, b) => a.createdAt.getTime() - b.createdAt.getTime() || TYPE_ORDER[a.type] - TYPE_ORDER[b.type]
+  );
+
+  const purchaseCost = new Map(purchases.map((p) => [p._id.toString(), p.unitCost]));
+  const priceHistory = new Map<string, { at: number; unitCost: number }[]>();
+  for (const p of purchases) {
+    const key = p.productId!.toString();
+    if (!priceHistory.has(key)) priceHistory.set(key, []);
+    priceHistory.get(key)!.push({ at: p.createdAt.getTime(), unitCost: p.unitCost });
+  }
+  const estimateCost = (productId: string, at: number): number | null => {
+    const history = priceHistory.get(productId);
+    if (!history || history.length === 0) return null;
+    let latest: number | null = null;
+    for (const h of history) {
+      if (h.at <= at) latest = h.unitCost;
+      else break;
+    }
+    return latest ?? history[0].unitCost;
+  };
+
+  const positions = new Map<string, Position>();
+  const position = (branch: string, product: string) => {
+    const key = `${branch}:${product}`;
+    if (!positions.has(key)) positions.set(key, { layers: [], deficits: [] });
+    return positions.get(key)!;
+  };
+  const inTransit = new Map<string, Layer[]>(); // transfer refId -> layers given up by the sender
+
+  const result = { costOfGoodsSold: 0, unitsCosted: 0, unitsWithoutCost: 0, stockLosses: 0 };
+  const charge = (kind: Deficit["kind"], layers: Layer[]) => {
+    for (const l of layers) {
+      if (kind === "sale") {
+        if (l.unitCost === null) result.unitsWithoutCost += l.qty;
+        else {
+          result.costOfGoodsSold += l.qty * l.unitCost;
+          result.unitsCosted += l.qty;
+        }
+      } else if (kind === "loss" && l.unitCost !== null) {
+        result.stockLosses += l.qty * l.unitCost;
+      }
+    }
+  };
+
+  for (const m of movements) {
+    const branch = m.branchId.toString();
+    const product = m.productId.toString();
+    const pos = position(branch, product);
+    const at = m.createdAt.getTime();
+    const counts =
+      at >= period.from.getTime() && at < period.to.getTime() && (!branchFilter || branch === branchFilter);
+
+    if (m.quantity > 0) {
+      let incoming: Layer[];
+      if (m.type === "PURCHASE") incoming = [{ qty: m.quantity, unitCost: purchaseCost.get(m.refId) ?? null }];
+      else if (m.type === "TRANSFER_IN") incoming = (inTransit.get(m.refId) ?? [{ qty: m.quantity, unitCost: null }]).map((l) => ({ ...l }));
+      else incoming = [{ qty: m.quantity, unitCost: estimateCost(product, at) }];
+
+      // Stock that was already sold short is covered first, at this stock's cost.
+      while (pos.deficits.length > 0 && incoming.length > 0) {
+        const d = pos.deficits[0];
+        const { taken, short } = take(incoming, d.qty);
+        if (d.counts) charge(d.kind, taken);
+        d.qty = short;
+        if (d.qty === 0) pos.deficits.shift();
+      }
+      pos.layers.push(...incoming);
+    } else if (m.quantity < 0) {
+      const kind: Deficit["kind"] = m.type === "SALE" ? "sale" : m.type === "TRANSFER_OUT" ? "transfer" : "loss";
+      const { taken, short } = take(pos.layers, -m.quantity);
+      if (kind === "transfer") {
+        // The receiving branch inherits this cost; any shortfall arrives with no known cost.
+        inTransit.set(m.refId, short > 0 ? [...taken, { qty: short, unitCost: null }] : taken);
+      } else if (counts) {
+        charge(kind, taken);
+      }
+      if (short > 0) pos.deficits.push({ qty: short, kind, counts: counts && kind !== "transfer" });
+    }
+  }
+
+  // Short sales in the period that no later stock has covered yet.
+  for (const pos of positions.values()) {
+    for (const d of pos.deficits) if (d.counts && d.kind === "sale") result.unitsWithoutCost += d.qty;
+  }
+
+  return {
+    costOfGoodsSold: round2(result.costOfGoodsSold),
+    unitsCosted: result.unitsCosted,
+    unitsWithoutCost: result.unitsWithoutCost,
+    stockLosses: round2(result.stockLosses),
+  };
+}

src/lib/server/invites.ts

@@ -0,0 +1,37 @@
+import crypto from "crypto";
+import bcrypt from "bcryptjs";
+import type { NextRequest } from "next/server";
+import type { IUser } from "@/lib/server/models/User";
+
+export const INVITE_TTL_MS = 7 * 24 * 60 * 60 * 1000;
+/** Reset links are shorter-lived: they can take over an account that is already in use. */
+export const RESET_TTL_MS = 24 * 60 * 60 * 1000;
+
+export type LinkPurpose = "invite" | "reset";
+
+export function hashInviteToken(token: string): string {
+  return crypto.createHash("sha256").update(token).digest("hex");
+}
+
+/** A password nobody knows, for an account whose owner has not accepted their invite yet. */
+export async function unusablePasswordHash(): Promise<string> {
+  return bcrypt.hash(crypto.randomBytes(32).toString("hex"), 12);
+}
+
+/** Whether the account is waiting for its first password (not a reset). */
+export function invitePending(user: Pick<IUser, "inviteExpiresAt" | "invitePurpose">): boolean {
+  return !!user.inviteExpiresAt && user.invitePurpose !== "reset";
+}
+
+/**
+ * Give the user a fresh one-time password link (any earlier link stops
+ * working) and return it to send them. The caller saves the user.
+ */
+export function issueInvite(user: IUser, req: NextRequest, purpose: LinkPurpose = "invite"): string {
+  const token = crypto.randomBytes(32).toString("base64url");
+  user.inviteTokenHash = hashInviteToken(token);
+  user.inviteExpiresAt = new Date(Date.now() + (purpose === "reset" ? RESET_TTL_MS : INVITE_TTL_MS));
+  user.invitePurpose = purpose;
+  const origin = process.env.APP_URL?.replace(/\/$/, "") || req.nextUrl.origin;
+  return `${origin}/invite/${token}`;
+}

src/lib/server/models/Branch.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 export interface IBranch extends Document {
@@ -6,6 +7,12 @@ export interface IBranch extends Document {
   branchName: string;
   locationCity: string;
   managerId: Types.ObjectId | null;
+  // A deactivated branch keeps all its sales, purchases and stock history
+  // and still appears in reports for past periods, but takes no new staff,
+  // transfers or purchases and does not count towards the plan's limit.
+  // Rows created before this field existed have no value: treat as active
+  // (query with `isActive: { $ne: false }`).
+  isActive: boolean;
   createdAt: Date;
   updatedAt: Date;
 }
@@ -16,9 +23,15 @@ const branchSchema = new Schema<IBranch>(
     branchName: { type: String, required: true, trim: true },
     locationCity: { type: String, required: true, trim: true },
     managerId: { type: Schema.Types.ObjectId, ref: "User", default: null },
+    isActive: { type: Boolean, default: true },
   },
   { timestamps: true }
 );
 
+/** Filter for branches that are in use. */
+export const ACTIVE_BRANCH = { isActive: { $ne: false } } as const;
+
+branchSchema.plugin(tenantGuard);
+
 export const Branch =
   (models.Branch as Model<IBranch>) || model<IBranch>("Branch", branchSchema);

src/lib/server/models/DailyInventory.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 export interface IDailyInventory extends Document {
@@ -40,6 +41,8 @@ dailyInventorySchema.index({ branchId: 1, date: 1 });
 // One ledger row per branch+product+day.
 dailyInventorySchema.index({ branchId: 1, productId: 1, date: 1 }, { unique: true });
 
+dailyInventorySchema.plugin(tenantGuard);
+
 export const DailyInventory =
   (models.DailyInventory as Model<IDailyInventory>) ||
   model<IDailyInventory>("DailyInventory", dailyInventorySchema);

src/lib/server/models/Expense.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 // Business expense categories. Kept as a constrained string set so the UI
@@ -46,5 +47,7 @@ expenseSchema.index({ category: 1 });
 
 // `models.Expense` guard avoids OverwriteModelError on serverless warm
 // re-invocations where the module is evaluated more than once.
+expenseSchema.plugin(tenantGuard);
+
 export const Expense =
   (models.Expense as Model<IExpense>) || model<IExpense>("Expense", expenseSchema);

src/lib/server/models/Product.ts

@@ -1,11 +1,14 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 export interface IProduct extends Document {
   _id: Types.ObjectId;
   businessId: Types.ObjectId; // tenant this product belongs to
   label: string;
+  // Size measured in `unit` (litres for water, a count for side items).
+  // The field keeps its historical name so existing data needs no migration.
   sizeLiters: number;
-  unit: string; // display unit, e.g. "L" for water, "pcs" / "tray" for eggs
+  unit: string; // see PRODUCT_UNITS in src/lib/units.ts: "L", "pcs", "tray"...
   category: string; // e.g. "Water", "Eggs"
   unitPrice: number;
   sortOrder: number;
@@ -30,6 +33,8 @@ const productSchema = new Schema<IProduct>(
   { timestamps: true }
 );
 
+productSchema.plugin(tenantGuard);
+
 export const Product =
   (models.Product as Model<IProduct>) || model<IProduct>("Product", productSchema);
 
@@ -39,6 +44,7 @@ export interface IBranchPricing extends Document {
   branchId: Types.ObjectId;
   productId: Types.ObjectId;
   unitPrice: number;
+  updatedBy: Types.ObjectId | null;
   updatedAt: Date;
 }
 
@@ -48,11 +54,14 @@ const branchPricingSchema = new Schema<IBranchPricing>(
     branchId: { type: Schema.Types.ObjectId, ref: "Branch", required: true },
     productId: { type: Schema.Types.ObjectId, ref: "Product", required: true },
     unitPrice: { type: Number, required: true, min: 0 },
+    updatedBy: { type: Schema.Types.ObjectId, ref: "User", default: null },
   },
   { timestamps: { createdAt: false, updatedAt: true } }
 );
 branchPricingSchema.index({ branchId: 1, productId: 1 }, { unique: true });
 
+branchPricingSchema.plugin(tenantGuard);
+
 export const BranchPricing =
   (models.BranchPricing as Model<IBranchPricing>) ||
   model<IBranchPricing>("BranchPricing", branchPricingSchema);

src/lib/server/models/Purchase.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 // A recorded stock purchase from a supplier. Completing a purchase is what
@@ -40,5 +41,7 @@ const purchaseSchema = new Schema<IPurchase>(
 purchaseSchema.index({ branchId: 1, createdAt: -1 });
 purchaseSchema.index({ productId: 1 });
 
+purchaseSchema.plugin(tenantGuard);
+
 export const Purchase =
   (models.Purchase as Model<IPurchase>) || model<IPurchase>("Purchase", purchaseSchema);

src/lib/server/models/StockLock.ts

@@ -0,0 +1,25 @@
+import { Schema, model, models, Model } from "mongoose";
+
+export interface IStockLock {
+  _id: string; // `${businessId}:${branchId}:${productId}`
+  owner: string; // random id of the request holding the lock
+  lockedUntil: Date; // lease expiry: a crashed request cannot hold the lock forever
+}
+
+/**
+ * A short lease on one product's stock at one branch, held while a request
+ * reads the current balance and writes a movement that depends on it (see
+ * withStockLock in src/lib/server/stock.ts). Rows are deleted on release;
+ * an expired row is simply taken over by the next request.
+ */
+const stockLockSchema = new Schema<IStockLock>(
+  {
+    _id: { type: String, required: true },
+    owner: { type: String, required: true },
+    lockedUntil: { type: Date, required: true },
+  },
+  { versionKey: false }
+);
+
+export const StockLock =
+  (models.StockLock as Model<IStockLock>) || model<IStockLock>("StockLock", stockLockSchema);

src/lib/server/models/StockMovement.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 export const MOVEMENT_TYPES = ["SALE", "PURCHASE", "TRANSFER_OUT", "TRANSFER_IN", "ADJUSTMENT"] as const;
@@ -46,6 +47,8 @@ stockMovementSchema.index({ type: 1, refId: 1 }, { unique: true });
 stockMovementSchema.index({ businessId: 1, branchId: 1, productId: 1 });
 stockMovementSchema.index({ businessId: 1, branchId: 1, createdAt: -1 });
 
+stockMovementSchema.plugin(tenantGuard);
+
 export const StockMovement =
   (models.StockMovement as Model<IStockMovement>) ||
   model<IStockMovement>("StockMovement", stockMovementSchema);

src/lib/server/models/StockTransfer.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 export interface IStockTransfer extends Document {
@@ -35,6 +36,8 @@ const stockTransferSchema = new Schema<IStockTransfer>(
 stockTransferSchema.index({ businessId: 1, clientUuid: 1 }, { unique: true });
 stockTransferSchema.index({ businessId: 1, createdAt: -1 });
 
+stockTransferSchema.plugin(tenantGuard);
+
 export const StockTransfer =
   (models.StockTransfer as Model<IStockTransfer>) ||
   model<IStockTransfer>("StockTransfer", stockTransferSchema);

src/lib/server/models/Transaction.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 
 export type PaymentMethod = "CASH" | "MPESA";
@@ -105,6 +106,8 @@ transactionSchema.index({ businessId: 1, createdAt: -1 });
 transactionSchema.index({ paymentStatus: 1 });
 transactionSchema.index({ businessId: 1, saleId: 1 });
 
+transactionSchema.plugin(tenantGuard);
+
 export const Transaction =
   (models.Transaction as Model<ITransaction>) ||
   model<ITransaction>("Transaction", transactionSchema);

src/lib/server/models/User.ts

@@ -1,3 +1,4 @@
+import { tenantGuard } from "@/lib/server/tenantGuard";
 import { Schema, model, models, Model, Types, Document } from "mongoose";
 import bcrypt from "bcryptjs";
 
@@ -10,12 +11,29 @@ export interface IUser extends Document {
   name: string;
   role: UserRole;
   branchId: Types.ObjectId | null; // null only valid for SUPER_ADMIN (business owner)
+  // Email and phone are unique WITHIN a business, not across the platform,
+  // so one person can work for two businesses (each account has its own
+  // password and role). Login asks which business when the same email and
+  // password match accounts in more than one.
   phoneNumber: string; // E.164-ish normalized Kenyan format — kept for contact/M-Pesa reference, not used for login
   email: string; // login identifier for every role, via the single /login page
+  // Platform operator (cross-tenant console). Only set by `npm run seed` or
+  // the identity migration, never through the app, and only honoured while
+  // the email is also listed in PLATFORM_ADMIN_EMAILS.
+  platformAdmin: boolean;
   passwordHash: string;
   isActive: boolean;
   failedLoginAttempts: number;
   lockedUntil: Date | null;
+  // A one-time link through which the person sets their own password.
+  // Only the SHA-256 of the token is stored.
+  //   invite: a new account; until accepted it has a random unknown password.
+  //   reset:  a forgotten password; the old password keeps working until the
+  //           link is used, and using it signs the account out everywhere.
+  // Rows from before invitePurpose existed have null, which means invite.
+  inviteTokenHash: string | null;
+  inviteExpiresAt: Date | null;
+  invitePurpose: "invite" | "reset" | null;
   createdAt: Date;
   updatedAt: Date;
 
@@ -28,16 +46,27 @@ const userSchema = new Schema<IUser>(
     name: { type: String, required: true, trim: true },
     role: { type: String, enum: USER_ROLES, required: true, default: "DELIVERY" },
     branchId: { type: Schema.Types.ObjectId, ref: "Branch", default: null },
-    phoneNumber: { type: String, required: true, unique: true, index: true },
+    phoneNumber: { type: String, required: true },
-    email: { type: String, required: true, unique: true, lowercase: true, trim: true },
+    email: { type: String, required: true, lowercase: true, trim: true },
+    platformAdmin: { type: Boolean, default: false },
     passwordHash: { type: String, required: true, select: false },
     isActive: { type: Boolean, default: true },
     failedLoginAttempts: { type: Number, default: 0 },
     lockedUntil: { type: Date, default: null },
+    inviteTokenHash: { type: String, default: null, index: { sparse: true } },
+    inviteExpiresAt: { type: Date, default: null },
+    invitePurpose: { type: String, enum: ["invite", "reset", null], default: null },
   },
   { timestamps: true }
 );
 
+userSchema.index({ businessId: 1, email: 1 }, { unique: true });
+userSchema.index({ businessId: 1, phoneNumber: 1 }, { unique: true });
+// Login looks an email up across businesses. Named so it never clashes with
+// the old platform-wide unique `email_1` index, which the identity
+// migration (npm run migrate:identity) drops.
+userSchema.index({ email: 1 }, { name: "email_lookup" });
+
 // Enforce role/branch invariants at the model layer — belt-and-braces
 // alongside API-level validation. Every role authenticates the same way
 // now (email + password on the single /login page), so there is no
@@ -57,5 +86,7 @@ userSchema.methods.comparePassword = async function (password: string): Promise<
   return bcrypt.compare(password, this.passwordHash);
 };
 
+userSchema.plugin(tenantGuard);
+
 export const User =
   (models.User as Model<IUser>) || model<IUser>("User", userSchema);

src/lib/server/platform.ts

@@ -26,21 +26,32 @@ import type { NextRequest } from "next/server";
 import { getAuth } from "@/lib/server/auth";
 import { User } from "@/lib/server/models/User";
 
+/**
+ * Whether this account is a platform operator. Two conditions, because
+ * emails are only unique within a business: any owner can create a staff
+ * account with any email in their own business, so an email match alone
+ * must never grant cross-tenant access. The account must also carry the
+ * platformAdmin flag, which the app never sets (seed/migration only).
+ * Removing an email from PLATFORM_ADMIN_EMAILS revokes access at once.
+ */
+export function isPlatformAdmin(user: { email?: string | null; platformAdmin?: boolean | null }): boolean {
+  return user.platformAdmin === true && isPlatformAdminEmail(user.email);
+}
+
 /**
  * Resolve and authorize the current request as a platform operator.
  * Returns the authenticated User's id/email on success, or null if the
  * caller is not a platform admin. The DB must already be connected.
- *
- * The JWT has no email, so we re-read the User and match its email
- * against PLATFORM_ADMIN_EMAILS.
  */
 export async function requirePlatformAdmin(
   req: NextRequest
 ): Promise<{ userId: string; email: string } | null> {
   const auth = getAuth(req);
   if (!auth) return null;
-  const user = await User.findById(auth.sub).select("email isActive").lean();
+  const user = await User.findOne({ _id: auth.sub, businessId: auth.businessId })
+    .select("email isActive platformAdmin")
+    .lean();
   if (!user || !user.isActive) return null;
-  if (!isPlatformAdminEmail(user.email)) return null;
+  if (!isPlatformAdmin(user)) return null;
   return { userId: auth.sub, email: user.email };
 }

src/lib/server/products.ts

@@ -0,0 +1,21 @@
+import { Types } from "mongoose";
+import { Product } from "@/lib/server/models/Product";
+
+/**
+ * Two products with the same name (ignoring case) would be impossible to
+ * tell apart on the terminal and in reports, so names are unique per
+ * business — including deactivated products, which can be reactivated.
+ */
+export async function labelTakenError(
+  businessId: Types.ObjectId | string,
+  label: string,
+  exceptId?: string
+): Promise<string | null> {
+  const filter: Record<string, unknown> = { businessId, label: label.trim() };
+  if (exceptId) filter._id = { $ne: exceptId };
+  const clash = await Product.findOne(filter).collation({ locale: "en", strength: 2 }).select("label isActive").lean();
+  if (!clash) return null;
+  return clash.isActive
+    ? `A product called "${clash.label}" already exists.`
+    : `A deactivated product called "${clash.label}" already exists. Reactivate it instead.`;
+}

src/lib/server/stock.ts

@@ -1,7 +1,10 @@
 import mongoose, { Types } from "mongoose";
 import { StockMovement, type MovementType } from "@/lib/server/models/StockMovement";
-import { Branch } from "@/lib/server/models/Branch";
+import { ACTIVE_BRANCH, Branch } from "@/lib/server/models/Branch";
 import { Product } from "@/lib/server/models/Product";
+import { Purchase } from "@/lib/server/models/Purchase";
+import { StockLock } from "@/lib/server/models/StockLock";
+import { crossTenant } from "@/lib/server/tenantGuard";
 import type { ITransaction } from "@/lib/server/models/Transaction";
 
 type Id = Types.ObjectId | string;
@@ -24,7 +27,7 @@ export interface MovementInput {
  */
 export async function recordMovement(m: MovementInput): Promise<void> {
   await StockMovement.updateOne(
-    { type: m.type, refId: m.refId },
+    { type: m.type, refId: m.refId, businessId: m.businessId },
     {
       $setOnInsert: {
         businessId: m.businessId,
@@ -89,6 +92,7 @@ export interface StockLevel {
   quantity: number;
   lowStockThreshold: number;
   status: StockStatus;
+  productActive: boolean;
 }
 
 export function stockStatus(quantity: number, threshold: number): StockStatus {
@@ -98,20 +102,22 @@ export function stockStatus(quantity: number, threshold: number): StockStatus {
 }
 
 /**
- * Stock of every active product at every branch in scope — including
+ * Stock of every active product at every active branch in scope —
- * zero rows, so an owner sees "0" rather than a missing product. A
+ * including zero rows, so an owner sees "0" rather than a missing product.
+ * A deactivated product is listed too wherever it still has stock, so
+ * units bought before deactivation never silently disappear. A
  * negative quantity is reported as-is: it means sales were recorded
  * (typically offline) for stock the ledger never received, and the branch
  * needs a count/adjustment.
  */
 export async function getStockLevels(businessId: Id, branchId?: Id | null): Promise<StockLevel[]> {
   const bizObj = new mongoose.Types.ObjectId(businessId.toString());
-  const branchFilter: Record<string, unknown> = { businessId: bizObj };
+  const branchFilter: Record<string, unknown> = { businessId: bizObj, ...ACTIVE_BRANCH };
   if (branchId) branchFilter._id = new mongoose.Types.ObjectId(branchId.toString());
 
   const [branches, products, totals] = await Promise.all([
     Branch.find(branchFilter).sort({ branchName: 1 }).lean(),
-    Product.find({ businessId: bizObj, isActive: true }).sort({ sortOrder: 1 }).lean(),
+    Product.find({ businessId: bizObj }).sort({ sortOrder: 1 }).lean(),
     StockMovement.aggregate<{ _id: { branchId: Types.ObjectId; productId: Types.ObjectId }; total: number }>([
       { $match: branchId ? { businessId: bizObj, branchId: branchFilter._id } : { businessId: bizObj } },
       { $group: { _id: { branchId: "$branchId", productId: "$productId" }, total: { $sum: "$quantity" } } },
@@ -123,6 +129,7 @@ export async function getStockLevels(businessId: Id, branchId?: Id | null): Prom
   for (const b of branches) {
     for (const p of products) {
       const quantity = totalByKey.get(`${b._id}:${p._id}`) ?? 0;
+      if (!p.isActive && quantity === 0) continue;
       const lowStockThreshold = p.lowStockThreshold ?? 10;
       levels.push({
         branchId: b._id.toString(),
@@ -133,8 +140,96 @@ export async function getStockLevels(businessId: Id, branchId?: Id | null): Prom
         quantity,
         lowStockThreshold,
         status: stockStatus(quantity, lowStockThreshold),
+        productActive: p.isActive,
       });
     }
   }
   return levels;
 }
+
+/**
+ * Write the PURCHASE movement for every catalogue purchase that has none.
+ * Purchases recorded before the stock ledger existed (or while a write
+ * failed) otherwise never show up as stock. Idempotent: run it as often
+ * as you like. Returns how many movements were added.
+ */
+export async function backfillPurchaseMovements(businessId?: Id): Promise<number> {
+  const filter: Record<string, unknown> = { productId: { $ne: null } };
+  if (businessId) filter.businessId = new mongoose.Types.ObjectId(businessId.toString());
+  const purchases = businessId
+    ? await Purchase.find(filter).lean()
+    : await crossTenant("the backfill runs over every business", () => Purchase.find(filter).lean().exec());
+
+  let added = 0;
+  for (const p of purchases) {
+    const refId = p._id.toString();
+    if (await StockMovement.exists({ type: "PURCHASE", refId, businessId: p.businessId })) continue;
+    await recordMovement({
+      businessId: p.businessId,
+      branchId: p.branchId,
+      productId: p.productId!,
+      type: "PURCHASE",
+      quantity: p.quantity,
+      refId,
+      note: `From ${p.supplierName} (backfilled)`,
+      recordedBy: p.recordedBy,
+    });
+    added += 1;
+  }
+  return added;
+}
+
+const LOCK_LEASE_MS = 10_000;
+const LOCK_WAIT_MS = 5_000;
+
+/** Another request kept the stock busy for longer than we are willing to wait. */
+export class StockBusyError extends Error {
+  constructor() {
+    super("This stock is being updated by someone else. Please try again.");
+  }
+}
+
+/**
+ * Run `fn` while holding the lock on one product's stock at one branch.
+ *
+ * Anything that reads the balance and then writes a movement based on it
+ * (a transfer refusing to overdraw, a physical count computing its
+ * correction) must run inside this. Without it, two transfers that each
+ * see 10 in stock can both send 6, because the read and the write are
+ * separate operations. With it, the second waits for the first and then
+ * sees 4.
+ *
+ * The lock is a lease row: acquired with one atomic upsert that only
+ * succeeds if no unexpired lease exists (otherwise the insert hits the
+ * unique _id and fails), released by deleting it. Sales do not take the
+ * lock - they are recorded even when stock runs out (see PILOT_READINESS).
+ */
+export async function withStockLock<T>(businessId: Id, branchId: Id, productId: Id, fn: () => Promise<T>): Promise<T> {
+  const key = `${businessId}:${branchId}:${productId}`;
+  const owner = crypto.randomUUID();
+  const deadline = Date.now() + LOCK_WAIT_MS;
+  let delay = 10;
+
+  for (;;) {
+    const now = Date.now();
+    try {
+      await StockLock.updateOne(
+        { _id: key, lockedUntil: { $lt: new Date(now) } },
+        { $set: { owner, lockedUntil: new Date(now + LOCK_LEASE_MS) } },
+        { upsert: true }
+      );
+      break;
+    } catch (err: unknown) {
+      if ((err as { code?: number })?.code !== 11000) throw err;
+    }
+    if (Date.now() > deadline) throw new StockBusyError();
+    await new Promise((r) => setTimeout(r, delay + Math.random() * delay));
+    delay = Math.min(delay * 2, 200);
+  }
+
+  try {
+    return await fn();
+  } finally {
+    await StockLock.deleteOne({ _id: key, owner });
+  }
+}

src/lib/server/subscription.ts

@@ -8,25 +8,27 @@ import { Types } from "mongoose";
 import { Branch } from "@/lib/server/models/Branch";
 import { User } from "@/lib/server/models/User";
 import { Business, IBusiness } from "@/lib/server/models/Business";
-import { TIERS, isUsable, type TierId, type SubscriptionStatus } from "@/lib/tiers";
+import { TIERS, effectiveMaxBranches, isUsable, type TierId, type SubscriptionStatus } from "@/lib/tiers";
 
 export function tierOf(business: Pick<IBusiness, "tier">): TierId {
   return (business.tier as TierId) ?? "STARTER";
 }
 
 /**
- * Returns an error message string if adding one more branch would exceed
+ * Returns an error message string if adding (or reactivating) one more
- * the business's plan, or null if it's allowed.
+ * branch would exceed the business's plan, or null if it's allowed. Only
+ * active branches count; trials get TRIAL_MAX_BRANCHES.
  */
-export async function branchLimitError(
+export async function branchLimitError(businessId: Types.ObjectId | string): Promise<string | null> {
-  businessId: Types.ObjectId | string,
+  const biz = await Business.findById(businessId).select("tier subscriptionStatus").lean();
-  tier: TierId
+  const tier = (biz?.tier as TierId) ?? "STARTER";
-): Promise<string | null> {
+  const status = (biz?.subscriptionStatus as SubscriptionStatus) ?? "TRIALING";
-  const max = TIERS[tier].maxBranches;
+  const max = effectiveMaxBranches(tier, status);
   if (max === null) return null; // unlimited
-  const count = await Branch.countDocuments({ businessId });
+  const count = await Branch.countDocuments({ businessId, isActive: { $ne: false } });
   if (count >= max) {
-    return `Your ${TIERS[tier].name} plan allows ${max} branch${max === 1 ? "" : "es"}. Upgrade to add more.`;
+    const plan = status === "TRIALING" ? "free trial" : `${TIERS[tier].name} plan`;
+    return `Your ${plan} allows ${max} active branch${max === 1 ? "" : "es"}. Upgrade to add more.`;
   }
   return null;
 }

src/lib/server/tenantGuard.ts

@@ -0,0 +1,114 @@
+import { AsyncLocalStorage } from "async_hooks";
+import { Types, type MongooseQueryMiddleware, type Schema } from "mongoose";
+
+/**
+ * Tenant isolation, enforced instead of remembered.
+ *
+ * Every model that holds one business's data is guarded: a query against
+ * it that does not name exactly one business (`businessId: <id>`) throws
+ * TenantScopeError before it reaches the database. A route that forgets
+ * the business filter therefore fails loudly in development and in the
+ * test suite, instead of quietly reading or changing another business's
+ * data in production.
+ *
+ * The few queries that legitimately span businesses (login looking an
+ * email up everywhere, an invite token, the payment provider's callback,
+ * the platform console, maintenance scripts) must say so explicitly:
+ *
+ *   await crossTenant("login looks the email up in every business", () => User.find(...));
+ *
+ * Guarded: find, findOne (and findById / exists), findOneAndUpdate /
+ * Delete / Replace, updateOne / updateMany, replaceOne, deleteOne /
+ * deleteMany, countDocuments, distinct, and aggregate (its first stage
+ * must be a $match naming the business). populate() runs a find on the
+ * referenced model, so populate through `scopedPopulate` below.
+ *
+ * Not guarded, by design: Business (the tenant itself, always looked up by
+ * the id from the session), UserSession (keyed by the signed-in user),
+ * MpesaCallbackLog (provider audit log), StockLock (key already contains
+ * the business). Document saves and inserts are covered by `businessId`
+ * being a required field.
+ */
+
+export class TenantScopeError extends Error {
+  constructor(model: string, op: string) {
+    super(
+      `Tenant isolation: ${model}.${op} must filter by a single businessId ` +
+        `(or run inside crossTenant("why", ...) if it really spans businesses).`
+    );
+    this.name = "TenantScopeError";
+  }
+}
+
+const crossTenantReason = new AsyncLocalStorage<string>();
+
+/**
+ * Run `fn`, whose queries deliberately span businesses. `reason` documents
+ * why. The result is awaited inside the scope, so a lazy Mongoose query
+ * returned by `fn` executes while the exemption applies.
+ */
+export function crossTenant<T>(reason: string, fn: () => PromiseLike<T>): Promise<T> {
+  if (!reason.trim()) throw new Error("crossTenant needs a reason");
+  return crossTenantReason.run(reason, async () => await fn());
+}
+
+/** True when the filter pins exactly one business. */
+export function namesOneBusiness(filter: unknown): boolean {
+  if (!filter || typeof filter !== "object") return false;
+  const f = filter as Record<string, unknown>;
+  const v = f.businessId;
+  if (typeof v === "string" || v instanceof Types.ObjectId) return true;
+  if (v && typeof v === "object" && "$eq" in (v as object)) {
+    const eq = (v as { $eq: unknown }).$eq;
+    return typeof eq === "string" || eq instanceof Types.ObjectId;
+  }
+  return Array.isArray(f.$and) && f.$and.some(namesOneBusiness);
+}
+
+const QUERY_OPS: MongooseQueryMiddleware[] = [
+  "find",
+  "findOne",
+  "findOneAndUpdate",
+  "findOneAndDelete",
+  "findOneAndReplace",
+  "updateOne",
+  "updateMany",
+  "replaceOne",
+  "deleteOne",
+  "deleteMany",
+  "countDocuments",
+  "distinct",
+];
+
+const guardedSchemas = new WeakSet<Schema>();
+
+/** Whether a schema has the guard (the test suite checks every business-scoped model does). */
+export function isTenantGuarded(schema: Schema): boolean {
+  return guardedSchemas.has(schema);
+}
+
+/** Mongoose plugin: apply to every schema with a `businessId` path. */
+export function tenantGuard(schema: Schema): void {
+  guardedSchemas.add(schema);
+
+  schema.pre(QUERY_OPS, function (this: any) {
+    if (crossTenantReason.getStore()) return;
+    if (!namesOneBusiness(this.getFilter())) throw new TenantScopeError(this.model.modelName, this.op);
+  });
+
+  schema.pre("aggregate", function (this: any) {
+    if (crossTenantReason.getStore()) return;
+    const first = this.pipeline()[0];
+    if (!first || !namesOneBusiness(first.$match)) {
+      throw new TenantScopeError(this._model?.modelName ?? "Model", "aggregate");
+    }
+  });
+}
+
+/**
+ * populate() options that keep the referenced documents inside the
+ * business too (populate queries the referenced model, which is guarded).
+ */
+export function scopedPopulate(path: string, select: string, businessId: string | Types.ObjectId) {
+  return { path, select, match: { businessId } };
+}

src/lib/sessionCache.ts

@@ -9,10 +9,17 @@ import type { AuthUser, Product } from "@/lib/types";
 
 const KEY = "aquaflow_terminal_session";
 
+/** The branch's stock as the server last reported it. */
+export interface StockSnapshot {
+  byProduct: Record<string, number>;
+  fetchedAt: string;
+}
+
 export interface SessionSnapshot {
   user: AuthUser;
   features: { mpesa: boolean };
   products: Product[];
+  stock?: StockSnapshot;
   savedAt: string;
 }
 
@@ -32,6 +39,7 @@ export function saveSession(update: Partial<SessionSnapshot> & { user: AuthUser
     const next: SessionSnapshot = {
       features: update.features ?? (sameUser ? prev!.features : { mpesa: false }),
       products: update.products ?? (sameUser ? prev!.products : []),
+      stock: update.stock ?? (sameUser ? prev!.stock : undefined),
       user: update.user,
       savedAt: new Date().toISOString(),
     };

src/lib/signOut.ts

@@ -0,0 +1,16 @@
+import { apiFetch } from "@/lib/api";
+import { clearSession } from "@/lib/sessionCache";
+
+/**
+ * End this device's session and forget the cached terminal session. Works
+ * offline too: the server session then expires on its own, and this device
+ * keeps nothing that would sign it back in.
+ */
+export async function signOut(): Promise<void> {
+  try {
+    await apiFetch("/api/auth/logout", { method: "POST" });
+  } catch {
+    // Offline or already signed out.
+  }
+  clearSession();
+}

src/lib/tiers.ts

@@ -13,6 +13,7 @@ export interface TierDef {
   priceKsh: number; // monthly price in KSh
   maxBranches: number | null; // null = unlimited
   maxUsers: number | null; // total users in the business (owner + managers + staff); null = unlimited
+  branchPricing: boolean; // may set a different price per branch
   features: string[];
 }
 
@@ -23,6 +24,7 @@ export const TIERS: Record<TierId, TierDef> = {
     priceKsh: 3500,
     maxBranches: 1,
     maxUsers: 6, // owner + up to 5 staff/manager
+    branchPricing: false,
     features: [
       "1 branch",
       "Up to 5 staff accounts",
@@ -37,6 +39,7 @@ export const TIERS: Record<TierId, TierDef> = {
     priceKsh: 7500,
     maxBranches: 5,
     maxUsers: 30,
+    branchPricing: true,
     features: [
       "Up to 5 branches",
       "Up to 30 staff accounts",
@@ -51,6 +54,7 @@ export const TIERS: Record<TierId, TierDef> = {
     priceKsh: 15000,
     maxBranches: null,
     maxUsers: null,
+    branchPricing: true,
     features: [
       "Unlimited branches",
       "Unlimited staff accounts",
@@ -66,6 +70,28 @@ export const DEFAULT_TIER: TierId = "STARTER";
 // Days of free trial a brand-new business gets on signup.
 export const TRIAL_DAYS = 14;
 
+// Branches allowed while a business is TRIALING, whatever its tier, so a
+// new owner can try the multi-branch features (transfers, per-branch
+// stock and reports) before paying. After the trial the tier's own limit
+// applies to adding branches; existing branches are never removed.
+export const TRIAL_MAX_BRANCHES = 2;
+
+/**
+ * Whether the business may set branch-specific prices right now: a plan
+ * feature (Growth and up), also available during the free trial so it can
+ * be tried with the trial's two branches.
+ */
+export function canUseBranchPricing(tier: TierId, status: SubscriptionStatus): boolean {
+  return TIERS[tier].branchPricing || status === "TRIALING";
+}
+
+/** Branch limit for a business right now (null = unlimited). */
+export function effectiveMaxBranches(tier: TierId, status: SubscriptionStatus): number | null {
+  const max = TIERS[tier].maxBranches;
+  if (status !== "TRIALING" || max === null) return max;
+  return Math.max(max, TRIAL_MAX_BRANCHES);
+}
+
 export type SubscriptionStatus = "TRIALING" | "ACTIVE" | "PAST_DUE" | "SUSPENDED";
 
 export function formatKsh(amount: number): string {

src/lib/types.ts

@@ -7,6 +7,7 @@ export interface Branch {
   branchName: string;
   locationCity: string;
   managerId: string | null;
+  isActive?: boolean;
 }
 
 export interface AuthUser {
@@ -94,6 +95,7 @@ export interface StockLevel {
   quantity: number;
   lowStockThreshold: number;
   status: "OK" | "LOW" | "OUT";
+  productActive: boolean;
 }
 
 export interface StockMovementRow {

src/lib/units.ts

@@ -0,0 +1,20 @@
+// Units a product can be measured in. Water refills are sized in litres;
+// side items (eggs, bottles, bags) are counted.
+export const PRODUCT_UNITS = ["L", "ml", "kg", "g", "pcs", "tray", "pack"] as const;
+export type ProductUnit = (typeof PRODUCT_UNITS)[number];
+
+export const UNIT_LABELS: Record<ProductUnit, string> = {
+  L: "litres",
+  ml: "millilitres",
+  kg: "kilograms",
+  g: "grams",
+  pcs: "pieces",
+  tray: "trays",
+  pack: "packs",
+};
+
+/** "20L", "500ml", "30 pcs", "1 tray". */
+export function formatSize(size: number, unit: string | undefined): string {
+  const u = unit || "L";
+  return u === "L" || u === "ml" || u === "kg" || u === "g" ? `${size}${u}` : `${size} ${u}`;
+}

tests/access.test.ts

@@ -15,7 +15,7 @@ import * as login from "@/app/api/auth/login/route";
 import * as signup from "@/app/api/auth/signup/route";
 import * as stkpush from "@/app/api/mpesa/stkpush/route";
 import * as callback from "@/app/api/mpesa/callback/route";
-import { json, makeTenant, params, req, uuid } from "./helpers";
+import { json, makeTenant, params, req, uuid, db } from "./helpers";
 
 describe("role-based access on the backend", () => {
   it("blocks cashiers from owner-level money endpoints with 403", async () => {
@@ -78,7 +78,7 @@ describe("user deactivation", () => {
       params({ id: t.cashierA.id })
     );
     expect(res.status).toBe(200);
-    expect((await User.findById(t.cashierA.id))!.isActive).toBe(false);
+    expect((await db(() => User.findById(t.cashierA.id)))!.isActive).toBe(false);
     expect(await UserSession.countDocuments({ userId: t.cashierA.id })).toBe(0);
   });
 
@@ -105,7 +105,7 @@ describe("tenant status", () => {
   it("refuses login for a suspended business", async () => {
     const t = await makeTenant();
     const passwordHash = await bcrypt.hash("correct-horse", 4);
-    await User.updateOne({ _id: t.cashierA.id }, { passwordHash });
+    await db(() => User.updateOne({ _id: t.cashierA.id }, { passwordHash }));
     await Business.updateOne({ _id: t.businessId }, { subscriptionStatus: "SUSPENDED" });
 
     const res = await login.POST(
@@ -119,7 +119,7 @@ describe("tenant status", () => {
   it("still allows login for an active business", async () => {
     const t = await makeTenant();
     const passwordHash = await bcrypt.hash("correct-horse", 4);
-    await User.updateOne({ _id: t.managerA.id }, { passwordHash });
+    await db(() => User.updateOne({ _id: t.managerA.id }, { passwordHash }));
     const res = await login.POST(
       req("POST", "/api/auth/login", {
         body: { email: t.managerA.email, password: "correct-horse", deviceId: uuid() },

tests/account.test.ts

@@ -0,0 +1,147 @@
+import { describe, expect, it } from "vitest";
+import bcrypt from "bcryptjs";
+import { User } from "@/lib/server/models/User";
+import { Branch } from "@/lib/server/models/Branch";
+import { UserSession } from "@/lib/server/models/UserSession";
+import * as invite from "@/app/api/users/[id]/invite/route";
+import * as invites from "@/app/api/invites/[token]/route";
+import * as users from "@/app/api/users/route";
+import * as userById from "@/app/api/users/[id]/route";
+import * as password from "@/app/api/auth/password/route";
+import * as login from "@/app/api/auth/login/route";
+import * as ownerReset from "@/app/api/platform/businesses/[id]/owner-reset/route";
+import { db, json, makeTenant, params, req, uuid, type Actor } from "./helpers";
+
+const DEVICE = "00000000-0000-4000-8000-000000000001"; // the device tokenFor() signs in on
+
+async function setPassword(a: Actor, pw: string) {
+  await db(() => User.updateOne({ _id: a.id }, { passwordHash: bcrypt.hashSync(pw, 4) }));
+}
+const signIn = (a: Actor, pw: string) =>
+  login.POST(req("POST", "/x", { body: { email: a.email, password: pw, deviceId: uuid() } }));
+const tokenOf = (url: string) => url.split("/invite/")[1];
+const sessions = (a: Actor) => db(() => UserSession.countDocuments({ userId: a.id }));
+
+describe("password reset links", () => {
+  it("lets a manager reset their cashier's forgotten password; the old one works until the link is used", async () => {
+    const t = await makeTenant();
+    await setPassword(t.cashierA, "old-password");
+    await signIn(t.cashierA, "old-password"); // a session on some phone
+
+    const r = await json(await invite.POST(req("POST", "/x", { as: t.managerA }), params({ id: t.cashierA.id })));
+    expect(r.status).toBe(200);
+    expect(r.body.purpose).toBe("reset");
+    expect((await signIn(t.cashierA, "old-password")).status).toBe(200);
+
+    const page = await json(await invites.GET(req("GET", "/x"), params({ token: tokenOf(r.body.inviteUrl) })));
+    expect(page.body.purpose).toBe("reset");
+
+    const accept = await invites.POST(req("POST", "/x", { body: { password: "new-password" } }), params({ token: tokenOf(r.body.inviteUrl) }));
+    expect(accept.status).toBe(200);
+    expect(await sessions(t.cashierA)).toBe(0); // every device signed out
+    expect((await signIn(t.cashierA, "old-password")).status).toBe(401);
+    expect((await signIn(t.cashierA, "new-password")).status).toBe(200);
+  });
+
+  it("does not show a reset as a pending invite", async () => {
+    const t = await makeTenant();
+    await invite.POST(req("POST", "/x", { as: t.owner }), params({ id: t.cashierA.id }));
+    const list = await json(await users.GET(req("GET", "/api/users", { as: t.owner })));
+    expect(list.body.users.find((u: any) => u._id === t.cashierA.id).invitePending).toBe(false);
+  });
+
+  it("expires a reset link after 24 hours", async () => {
+    const t = await makeTenant();
+    const r = await json(await invite.POST(req("POST", "/x", { as: t.owner }), params({ id: t.cashierA.id })));
+    const user = await db(() => User.findById(t.cashierA.id).lean());
+    const hours = (user!.inviteExpiresAt!.getTime() - Date.now()) / 3_600_000;
+    expect(hours).toBeGreaterThan(23.9);
+    expect(hours).toBeLessThanOrEqual(24);
+    await db(() => User.updateOne({ _id: t.cashierA.id }, { inviteExpiresAt: new Date(Date.now() - 1000) }));
+    expect((await invites.GET(req("GET", "/x"), params({ token: tokenOf(r.body.inviteUrl) }))).status).toBe(404);
+  });
+
+  it("keeps managers to their own cashiers, and nobody resets themselves", async () => {
+    const t = await makeTenant();
+    const post = (as: Actor, id: string) => invite.POST(req("POST", "/x", { as }), params({ id }));
+    expect((await post(t.managerA, t.cashierB.id)).status).toBe(403);
+    expect((await post(t.managerA, t.owner.id)).status).toBe(403);
+    expect((await post(t.owner, t.owner.id)).status).toBe(409);
+    expect((await post(t.cashierA, t.cashierB.id)).status).toBe(403);
+  });
+
+  it("lets the platform operator give a business owner a reset link, and nobody else", async () => {
+    const t = await makeTenant("Customer Co");
+    const home = await makeTenant("Operator Co");
+    await db(() => User.updateOne({ _id: home.owner.id }, { email: "operator@aquaflow.test", platformAdmin: true }));
+    const operator = { ...home.owner, email: "operator@aquaflow.test" };
+
+    const ok = await json(await ownerReset.POST(req("POST", "/x", { as: operator }), params({ id: t.businessId })));
+    expect(ok.status).toBe(200);
+    expect(ok.body).toMatchObject({ purpose: "reset", email: t.owner.email.toLowerCase() });
+
+    expect((await ownerReset.POST(req("POST", "/x", { as: t.owner }), params({ id: t.businessId }))).status).toBe(403);
+  });
+});
+
+describe("changing your own password", () => {
+  it("needs the current password, then signs out every other device but this one", async () => {
+    const t = await makeTenant();
+    await setPassword(t.managerA, "current-pass");
+    await signIn(t.managerA, "current-pass"); // another device
+    await db(() => UserSession.create({ userId: t.managerA.id, deviceId: DEVICE, refreshTokenHash: "x", expiresAt: new Date(Date.now() + 86_400_000) }));
+    expect(await sessions(t.managerA)).toBe(2);
+
+    const change = (currentPassword: string, newPassword: string) =>
+      password.POST(req("POST", "/x", { as: t.managerA, body: { currentPassword, newPassword } }));
+    expect((await change("wrong-pass", "brand-new-pass")).status).toBe(400);
+    expect((await change("current-pass", "short")).status).toBe(400);
+    expect((await change("current-pass", "brand-new-pass")).status).toBe(200);
+
+    expect(await sessions(t.managerA)).toBe(1);
+    expect(await db(() => UserSession.exists({ userId: t.managerA.id, deviceId: DEVICE }))).toBeTruthy();
+    expect((await signIn(t.managerA, "brand-new-pass")).status).toBe(200);
+  });
+});
+
+describe("moving staff between branches", () => {
+  it("moves a manager, updates both branches' manager, and signs them out", async () => {
+    const t = await makeTenant();
+    await db(() => Branch.updateOne({ _id: t.branchA }, { managerId: t.managerA.id }));
+    await db(() => UserSession.create({ userId: t.managerA.id, deviceId: uuid(), refreshTokenHash: "x", expiresAt: new Date(Date.now() + 86_400_000) }));
+
+    const res = await userById.PATCH(req("PATCH", "/x", { as: t.owner, body: { branchId: t.branchB } }), params({ id: t.managerA.id }));
+    expect(res.status).toBe(200);
+    const [a, b, mgr] = await Promise.all([
+      db(() => Branch.findById(t.branchA).lean()),
+      db(() => Branch.findById(t.branchB).lean()),
+      db(() => User.findById(t.managerA.id).lean()),
+    ]);
+    expect(a!.managerId).toBeNull();
+    expect(b!.managerId!.toString()).toBe(t.managerA.id);
+    expect(mgr!.branchId!.toString()).toBe(t.branchB);
+    expect(await sessions(t.managerA)).toBe(0);
+  });
+
+  it("only lets the owner move people, and only to an active branch", async () => {
+    const t = await makeTenant();
+    const move = (as: Actor, branchId: string) =>
+      userById.PATCH(req("PATCH", "/x", { as, body: { branchId } }), params({ id: t.cashierA.id }));
+    expect((await move(t.managerA, t.branchB)).status).toBe(403);
+    await db(() => Branch.updateOne({ _id: t.branchB }, { isActive: false }));
+    expect((await move(t.owner, t.branchB)).status).toBe(404);
+  });
+});
+
+describe("where sign-in lands", () => {
+  it("sends the platform operator to the platform console, owners to the dashboard, cashiers to the till", async () => {
+    const t = await makeTenant();
+    await Promise.all([setPassword(t.owner, "owner-pass"), setPassword(t.cashierA, "cashier-pass")]);
+    expect((await json(await signIn(t.owner, "owner-pass"))).body.redirectTo).toBe("/admin/dashboard");
+    expect((await json(await signIn(t.cashierA, "cashier-pass"))).body.redirectTo).toBe("/terminal");
+
+    await db(() => User.updateOne({ _id: t.owner.id }, { email: "operator@aquaflow.test", platformAdmin: true }));
+    const operator = { ...t.owner, email: "operator@aquaflow.test" };
+    expect((await json(await signIn(operator, "owner-pass"))).body.redirectTo).toBe("/platform");
+  });
+});

tests/branchPrices.test.ts

@@ -0,0 +1,90 @@
+import { describe, expect, it } from "vitest";
+import { Business } from "@/lib/server/models/Business";
+import { BranchPricing } from "@/lib/server/models/Product";
+import * as prices from "@/app/api/branch-prices/route";
+import * as products from "@/app/api/products/route";
+import * as cash from "@/app/api/transactions/cash/route";
+import { json, makeTenant, req, uuid, type Actor, type Tenant, db } from "./helpers";
+
+const setPrice = (as: Actor, branchId: string, productId: string, unitPrice: number) =>
+  prices.PUT(req("PUT", "/api/branch-prices", { as, body: { branchId, productId, unitPrice } }));
+
+const tillPrice = async (as: Actor, productId: string) => {
+  const { body } = await json(await products.GET(req("GET", "/api/products", { as })));
+  return body.products.find((p: any) => p._id === productId).unitPrice;
+};
+
+describe("branch prices", () => {
+  it("charges the branch's own price at that branch only, through the till and the sale", async () => {
+    const t = await makeTenant();
+    expect((await setPrice(t.owner, t.branchA, t.water20, 180)).status).toBe(200);
+
+    expect(await tillPrice(t.cashierA, t.water20)).toBe(180);
+    expect(await tillPrice(t.cashierB, t.water20)).toBe(200);
+
+    const sale = await json(
+      await cash.POST(req("POST", "/x", { as: t.cashierA, body: { sales: [{ clientUuid: uuid(), lines: [{ productId: t.water20, quantity: 2 }] }] } }))
+    );
+    expect(sale.body.results[0]).toMatchObject({ status: "saved", amountTotal: 360 });
+  });
+
+  it("lists default and branch prices, and the catalogue view keeps showing defaults", async () => {
+    const t = await makeTenant();
+    await setPrice(t.owner, t.branchA, t.water20, 180);
+    const { body } = await json(await prices.GET(req("GET", "/api/branch-prices?branchId=" + t.branchA, { as: t.owner })));
+    const row = body.prices.find((p: any) => p.productId === t.water20);
+    expect(row).toMatchObject({ defaultPrice: 200, branchPrice: 180 });
+    expect(body.allowed).toBe(true);
+
+    const catalogue = await json(await products.GET(req("GET", "/api/products?includeInactive=1", { as: t.managerA })));
+    expect(catalogue.body.products.find((p: any) => p._id === t.water20).unitPrice).toBe(200);
+  });
+
+  it("removes the override when set back to the default, or reset", async () => {
+    const t = await makeTenant();
+    await setPrice(t.owner, t.branchA, t.water20, 180);
+    await setPrice(t.owner, t.branchA, t.water20, 200);
+    expect(await db(() => BranchPricing.countDocuments({}))).toBe(0);
+
+    await setPrice(t.owner, t.branchA, t.water5, 55);
+    const reset = await prices.DELETE(
+      req("DELETE", `/api/branch-prices?branchId=${t.branchA}&productId=${t.water5}`, { as: t.owner })
+    );
+    expect(reset.status).toBe(200);
+    expect(await tillPrice(t.cashierA, t.water5)).toBe(60);
+  });
+
+  it("lets a manager see only their own branch's prices, and not change them", async () => {
+    const t = await makeTenant();
+    const own = await json(await prices.GET(req("GET", "/api/branch-prices?branchId=" + t.branchB, { as: t.managerA })));
+    expect(own.body.branchId).toBe(t.branchA); // pinned to their branch
+    expect((await setPrice(t.managerA, t.branchA, t.water20, 150)).status).toBe(403);
+    expect((await prices.GET(req("GET", "/api/branch-prices", { as: t.cashierA }))).status).toBe(403);
+  });
+
+  it("follows the plan: Growth and trials may set prices, a paid Starter may only reset them", async () => {
+    const t: Tenant = await makeTenant();
+    await Business.updateOne({ _id: t.businessId }, { tier: "STARTER", subscriptionStatus: "TRIALING" });
+    expect((await setPrice(t.owner, t.branchA, t.water20, 180)).status).toBe(200);
+
+    await Business.updateOne({ _id: t.businessId }, { tier: "STARTER", subscriptionStatus: "ACTIVE" });
+    expect((await setPrice(t.owner, t.branchA, t.water20, 170)).status).toBe(403);
+    // Prices set during the trial keep applying until reset.
+    expect(await tillPrice(t.cashierA, t.water20)).toBe(180);
+    const reset = await prices.DELETE(
+      req("DELETE", `/api/branch-prices?branchId=${t.branchA}&productId=${t.water20}`, { as: t.owner })
+    );
+    expect(reset.status).toBe(200);
+    expect(await tillPrice(t.cashierA, t.water20)).toBe(200);
+  });
+
+  it("rejects zero prices and another tenant's branch or product", async () => {
+    const t = await makeTenant("Alpha");
+    const other = await makeTenant("Beta");
+    expect((await setPrice(t.owner, t.branchA, t.water20, 0)).status).toBe(400);
+    expect((await setPrice(t.owner, other.branchA, t.water20, 150)).status).toBe(404);
+    expect((await setPrice(t.owner, t.branchA, other.water20, 150)).status).toBe(404);
+    expect((await prices.GET(req("GET", "/api/branch-prices?branchId=" + other.branchA, { as: t.owner }))).status).toBe(404);
+    expect(await db(() => BranchPricing.countDocuments({}))).toBe(0);
+  });
+});

tests/concurrency.test.ts

@@ -0,0 +1,119 @@
+import { describe, expect, it } from "vitest";
+import { stockOf } from "@/lib/server/stock";
+import { StockTransfer } from "@/lib/server/models/StockTransfer";
+import { StockLock } from "@/lib/server/models/StockLock";
+import * as adjustments from "@/app/api/stock/adjustments/route";
+import * as transfers from "@/app/api/stock/transfers/route";
+import { makeTenant, req, uuid, type Tenant, db } from "./helpers";
+
+async function openingStock(t: Tenant, quantity: number) {
+  await adjustments.POST(
+    req("POST", "/x", {
+      as: t.owner,
+      body: { clientUuid: uuid(), branchId: t.branchA, productId: t.water20, mode: "DELTA", quantity },
+    })
+  );
+}
+
+const transferOut = (t: Tenant, quantity: number) =>
+  transfers.POST(
+    req("POST", "/x", {
+      as: t.owner,
+      body: { clientUuid: uuid(), fromBranchId: t.branchA, toBranchId: t.branchB, productId: t.water20, quantity },
+    })
+  );
+
+describe("concurrent stock changes", () => {
+  it("never lets simultaneous transfers send more than the branch holds", async () => {
+    const t = await makeTenant();
+    await openingStock(t, 10);
+
+    // Five managers press "Record transfer" for 4 units at the same moment.
+    const statuses = (await Promise.all(Array.from({ length: 5 }, () => transferOut(t, 4)))).map((r) => r.status);
+
+    expect(statuses.filter((s) => s === 201)).toHaveLength(2);
+    expect(statuses.filter((s) => s === 409)).toHaveLength(3);
+    expect(await stockOf(t.businessId, t.branchA, t.water20)).toBe(2);
+    expect(await stockOf(t.businessId, t.branchB, t.water20)).toBe(8);
+    expect(await db(() => StockTransfer.countDocuments({}))).toBe(2);
+  });
+
+  it("holds across repeated races, not just once", async () => {
+    for (let round = 0; round < 5; round++) {
+      const t = await makeTenant("Round" + round);
+      await openingStock(t, 9);
+      const statuses = (await Promise.all(Array.from({ length: 4 }, () => transferOut(t, 3)))).map((r) => r.status);
+      expect(statuses.filter((s) => s === 201)).toHaveLength(3);
+      expect(await stockOf(t.businessId, t.branchA, t.water20)).toBe(0);
+    }
+  });
+
+  it("applies a double-tapped transfer once even when both taps race", async () => {
+    const t = await makeTenant();
+    await openingStock(t, 10);
+    const body = { clientUuid: uuid(), fromBranchId: t.branchA, toBranchId: t.branchB, productId: t.water20, quantity: 6 };
+    const statuses = (
+      await Promise.all([
+        transfers.POST(req("POST", "/x", { as: t.owner, body })),
+        transfers.POST(req("POST", "/x", { as: t.owner, body })),
+      ])
+    ).map((r) => r.status);
+    expect(statuses.sort()).toEqual([200, 201]);
+    expect(await stockOf(t.businessId, t.branchA, t.water20)).toBe(4);
+  });
+
+  it("takes over a lock left behind by a crashed request once it expires", async () => {
+    const t = await makeTenant();
+    await openingStock(t, 10);
+    await StockLock.create({
+      _id: `${t.businessId}:${t.branchA}:${t.water20}`,
+      owner: "crashed-request",
+      lockedUntil: new Date(Date.now() - 1000),
+    });
+    expect((await transferOut(t, 3)).status).toBe(201);
+    expect(await StockLock.countDocuments({})).toBe(0);
+  });
+
+  it("serialises a physical count with a transfer, so the count is never applied to a stale balance", async () => {
+    const t = await makeTenant();
+    await openingStock(t, 10);
+
+    // A count of 10 and a transfer of 6 race. Whichever runs second must
+    // see the first: either the count resets 4 back to 10 after the
+    // transfer, or the transfer moves 6 out of the counted 10.
+    const [count, transfer] = await Promise.all([
+      adjustments.POST(
+        req("POST", "/x", {
+          as: t.owner,
+          body: { clientUuid: uuid(), branchId: t.branchA, productId: t.water20, mode: "COUNT", quantity: 10 },
+        })
+      ),
+      transferOut(t, 6),
+    ]);
+    expect([count.status, transfer.status]).toEqual([201, 201]);
+    const a = await stockOf(t.businessId, t.branchA, t.water20);
+    expect([4, 10]).toContain(a);
+    expect(await stockOf(t.businessId, t.branchB, t.water20)).toBe(6);
+  });
+
+  it("does not block transfers of different products or branches on each other", async () => {
+    const t = await makeTenant();
+    await openingStock(t, 10);
+    await adjustments.POST(
+      req("POST", "/x", {
+        as: t.owner,
+        body: { clientUuid: uuid(), branchId: t.branchA, productId: t.water5, mode: "DELTA", quantity: 10 },
+      })
+    );
+    const results = await Promise.all([
+      transferOut(t, 5),
+      transfers.POST(
+        req("POST", "/x", {
+          as: t.owner,
+          body: { clientUuid: uuid(), fromBranchId: t.branchA, toBranchId: t.branchB, productId: t.water5, quantity: 5 },
+        })
+      ),
+    ]);
+    expect(results.map((r) => r.status)).toEqual([201, 201]);
+  });
+});

tests/costing.test.ts

@@ -0,0 +1,110 @@
+import { describe, expect, it } from "vitest";
+import mongoose from "mongoose";
+import { costOfGoodsSold } from "@/lib/server/costing";
+import { StockMovement } from "@/lib/server/models/StockMovement";
+import { Transaction } from "@/lib/server/models/Transaction";
+import { Purchase } from "@/lib/server/models/Purchase";
+import { startOfMonthNairobi } from "@/lib/server/businessDay";
+import * as cash from "@/app/api/transactions/cash/route";
+import * as purchases from "@/app/api/purchases/route";
+import * as adjustments from "@/app/api/stock/adjustments/route";
+import * as transfers from "@/app/api/stock/transfers/route";
+import * as profit from "@/app/api/reports/profit/route";
+import { json, makeTenant, req, uuid, type Actor, type Tenant } from "./helpers";
+
+const ALL_TIME = { from: new Date(0), to: new Date(Date.now() + 86_400_000) };
+
+const buy = (t: Tenant, branchId: string, quantity: number, unitCost: number, productId = t.water20) =>
+  purchases.POST(req("POST", "/x", { as: t.owner, body: { branchId, supplierName: "Supplier", productId, quantity, unitCost } }));
+
+const sell = (cashier: Actor, quantity: number, productId: string) =>
+  cash.POST(req("POST", "/x", { as: cashier, body: { sales: [{ clientUuid: uuid(), lines: [{ productId, quantity }] }] } }));
+
+const adjust = (t: Tenant, mode: "COUNT" | "DELTA", quantity: number) =>
+  adjustments.POST(
+    req("POST", "/x", { as: t.owner, body: { clientUuid: uuid(), branchId: t.branchA, productId: t.water20, mode, quantity } })
+  );
+
+/** Move everything recorded so far to `when` (tests need history in an earlier period). */
+async function backdate(t: Tenant, when: Date) {
+  // The raw collection: Mongoose treats createdAt as immutable.
+  const filter = { businessId: new mongoose.Types.ObjectId(t.businessId) };
+  await StockMovement.collection.updateMany(filter, { $set: { createdAt: when } });
+  await Transaction.collection.updateMany(filter, { $set: { createdAt: when } });
+  await Purchase.collection.updateMany(filter, { $set: { createdAt: when } });
+}
+
+describe("cost of goods sold: FIFO per branch", () => {
+  it("costs the oldest stock first, not an average", async () => {
+    const t = await makeTenant();
+    await buy(t, t.branchA, 10, 10);
+    await buy(t, t.branchA, 10, 20);
+    await sell(t.cashierA, 15, t.water20);
+    const c = await costOfGoodsSold(t.businessId, ALL_TIME);
+    expect(c).toMatchObject({ costOfGoodsSold: 200, unitsCosted: 15, unitsWithoutCost: 0 }); // 10x10 + 5x20 (the average would say 225)
+  });
+
+  it("costs each branch at what that branch paid", async () => {
+    const t = await makeTenant();
+    await buy(t, t.branchA, 10, 10);
+    await buy(t, t.branchB, 10, 30);
+    await sell(t.cashierB, 2, t.water20);
+    await sell(t.cashierA, 1, t.water20);
+    expect((await costOfGoodsSold(t.businessId, ALL_TIME)).costOfGoodsSold).toBe(70);
+    expect((await costOfGoodsSold(t.businessId, { ...ALL_TIME, branchId: t.branchA })).costOfGoodsSold).toBe(10);
+    expect((await costOfGoodsSold(t.businessId, { ...ALL_TIME, branchId: t.branchB })).costOfGoodsSold).toBe(60);
+  });
+
+  it("carries the sending branch's cost with a transfer", async () => {
+    const t = await makeTenant();
+    await buy(t, t.branchA, 10, 10);
+    await transfers.POST(
+      req("POST", "/x", {
+        as: t.owner,
+        body: { clientUuid: uuid(), fromBranchId: t.branchA, toBranchId: t.branchB, productId: t.water20, quantity: 5 },
+      })
+    );
+    await buy(t, t.branchB, 5, 30);
+    await sell(t.cashierB, 6, t.water20);
+    // B's oldest stock is the 5 transferred at 10, then 1 of its own at 30.
+    expect((await costOfGoodsSold(t.businessId, { ...ALL_TIME, branchId: t.branchB })).costOfGoodsSold).toBe(80);
+  });
+
+  it("costs a sale made before its stock was recorded by the stock that arrives next", async () => {
+    const t = await makeTenant();
+    await sell(t.cashierA, 3, t.water20); // offline sale, nothing on the books yet
+    expect(await costOfGoodsSold(t.businessId, ALL_TIME)).toMatchObject({ costOfGoodsSold: 0, unitsWithoutCost: 3 });
+    await buy(t, t.branchA, 10, 12);
+    expect(await costOfGoodsSold(t.businessId, ALL_TIME)).toMatchObject({ costOfGoodsSold: 36, unitsWithoutCost: 0 });
+  });
+
+  it("reports written-off stock as a loss, not as cost of goods sold, and deducts it in net profit", async () => {
+    const t = await makeTenant();
+    await buy(t, t.branchA, 10, 10);
+    await adjust(t, "COUNT", 8);
+    expect(await costOfGoodsSold(t.businessId, ALL_TIME)).toMatchObject({ costOfGoodsSold: 0, stockLosses: 20 });
+    const { body } = await json(await profit.GET(req("GET", "/api/reports/profit", { as: t.owner })));
+    expect(body).toMatchObject({ stockLosses: 20, grossProfit: 0, netProfit: -20 });
+  });
+
+  it("values opening stock at the product's purchase price", async () => {
+    const t = await makeTenant();
+    await adjust(t, "DELTA", 10); // opening stock, before any purchase was recorded
+    await buy(t, t.branchA, 10, 15);
+    await sell(t.cashierA, 12, t.water20);
+    expect((await costOfGoodsSold(t.businessId, ALL_TIME)).costOfGoodsSold).toBe(180);
+  });
+
+  it("counts only the period's sales, costed against what was left from earlier periods", async () => {
+    const t = await makeTenant();
+    await buy(t, t.branchA, 10, 10);
+    await sell(t.cashierA, 6, t.water20);
+    const lastMonth = new Date(startOfMonthNairobi().getTime() - 5 * 86_400_000);
+    await backdate(t, lastMonth);
+    await buy(t, t.branchA, 10, 20);
+    await sell(t.cashierA, 6, t.water20); // 4 left from last month at 10, then 2 at 20
+
+    const { body } = await json(await profit.GET(req("GET", "/api/reports/profit", { as: t.owner })));
+    expect(body).toMatchObject({ costMethod: "FIFO per branch", unitsSold: 6, costOfGoodsSold: 80, unitsWithoutCost: 0 });
+  });
+});

tests/followups.test.ts

@@ -0,0 +1,241 @@
+import { describe, expect, it } from "vitest";
+import mongoose from "mongoose";
+import { Business } from "@/lib/server/models/Business";
+import { Branch } from "@/lib/server/models/Branch";
+import { User } from "@/lib/server/models/User";
+import { Product } from "@/lib/server/models/Product";
+import { Purchase } from "@/lib/server/models/Purchase";
+import { backfillPurchaseMovements, stockOf, getStockLevels } from "@/lib/server/stock";
+import * as branches from "@/app/api/branches/route";
+import * as branchById from "@/app/api/branches/[id]/route";
+import * as users from "@/app/api/users/route";
+import * as invites from "@/app/api/invites/[token]/route";
+import * as reinvite from "@/app/api/users/[id]/invite/route";
+import * as login from "@/app/api/auth/login/route";
+import * as products from "@/app/api/products/route";
+import * as productById from "@/app/api/products/[id]/route";
+import * as purchases from "@/app/api/purchases/route";
+import * as profit from "@/app/api/reports/profit/route";
+import * as cash from "@/app/api/transactions/cash/route";
+import * as adjustments from "@/app/api/stock/adjustments/route";
+import * as transfers from "@/app/api/stock/transfers/route";
+import { json, makeTenant, params, req, uuid, type Tenant, db } from "./helpers";
+
+async function setPlan(t: Tenant, tier: string, subscriptionStatus: string) {
+  await Business.updateOne({ _id: t.businessId }, { tier, subscriptionStatus });
+}
+
+const newBranch = (name: string) => ({ branchName: name, locationCity: "Nakuru" });
+
+describe("F-01 trial branch allowance", () => {
+  it("lets a trialling Starter business run two branches, not three", async () => {
+    const t = await makeTenant(); // already has branches A and B
+    await setPlan(t, "STARTER", "TRIALING");
+    const third = await branches.POST(req("POST", "/x", { as: t.owner, body: newBranch("C") }));
+    expect(third.status).toBe(403);
+    expect((await third.json()).error).toMatch(/free trial allows 2/);
+  });
+
+  it("counts only active branches, and a paid Starter plan allows one", async () => {
+    const t = await makeTenant();
+    await setPlan(t, "STARTER", "TRIALING");
+    await db(() => Branch.updateOne({ _id: t.branchB }, { isActive: false }));
+    expect((await branches.POST(req("POST", "/x", { as: t.owner, body: newBranch("C") }))).status).toBe(201);
+
+    await setPlan(t, "STARTER", "ACTIVE");
+    expect((await branches.POST(req("POST", "/x", { as: t.owner, body: newBranch("D") }))).status).toBe(403);
+  });
+});
+
+describe("F-06 branch deactivation", () => {
+  it("refuses while the branch still holds stock or active staff, then succeeds once emptied", async () => {
+    const t = await makeTenant();
+    await adjustments.POST(
+      req("POST", "/x", { as: t.owner, body: { clientUuid: uuid(), branchId: t.branchB, productId: t.water20, mode: "DELTA", quantity: 4 } })
+    );
+    const deactivate = () =>
+      branchById.PATCH(req("PATCH", "/x", { as: t.owner, body: { isActive: false } }), params({ id: t.branchB }));
+
+    const withStock = await deactivate();
+    expect(withStock.status).toBe(409);
+    expect((await withStock.json()).error).toMatch(/4 x 20L Jerrycan/);
+
+    await transfers.POST(
+      req("POST", "/x", {
+        as: t.owner,
+        body: { clientUuid: uuid(), fromBranchId: t.branchB, toBranchId: t.branchA, productId: t.water20, quantity: 4 },
+      })
+    );
+    const withStaff = await deactivate();
+    expect(withStaff.status).toBe(409);
+    expect((await withStaff.json()).error).toMatch(/active staff/);
+
+    await db(() => User.updateOne({ _id: t.cashierB.id }, { isActive: false }));
+    expect((await deactivate()).status).toBe(200);
+
+    // Hidden from pickers, kept on the Branches page.
+    const active = await json(await branches.GET(req("GET", "/api/branches", { as: t.owner })));
+    const all = await json(await branches.GET(req("GET", "/api/branches?includeInactive=1", { as: t.owner })));
+    expect(active.body.branches.map((b: any) => b._id)).toEqual([t.branchA]);
+    expect(all.body.branches).toHaveLength(2);
+  });
+
+  it("will not reactivate a branch past the plan's limit", async () => {
+    const t = await makeTenant();
+    await db(() => Branch.updateOne({ _id: t.branchB }, { isActive: false }));
+    await setPlan(t, "STARTER", "ACTIVE");
+    const res = await branchById.PATCH(req("PATCH", "/x", { as: t.owner, body: { isActive: true } }), params({ id: t.branchB }));
+    expect(res.status).toBe(403);
+  });
+});
+
+describe("F-03 report period validation", () => {
+  it("rejects a reversed period instead of showing an empty report", async () => {
+    const t = await makeTenant();
+    const res = await profit.GET(req("GET", "/api/reports/profit?fromDate=2026-10-12&toDate=2026-10-11", { as: t.owner }));
+    expect(res.status).toBe(400);
+    const sameDay = await profit.GET(req("GET", "/api/reports/profit?fromDate=2026-10-11&toDate=2026-10-11", { as: t.owner }));
+    expect(sameDay.status).toBe(200);
+  });
+});
+
+describe("F-07 cost of goods sold", () => {
+  it("costs only the units sold, first-in-first-out, and reports purchases separately", async () => {
+    const t = await makeTenant();
+    const buy = (quantity: number, unitCost: number) =>
+      purchases.POST(req("POST", "/x", { as: t.managerA, body: { supplierName: "Kiwanja", productId: t.water20, quantity, unitCost } }));
+    await buy(20, 10);
+    await buy(10, 13);
+    await cash.POST(
+      req("POST", "/x", {
+        as: t.cashierA,
+        body: { sales: [{ clientUuid: uuid(), lines: [{ productId: t.water20, quantity: 3 }, { productId: t.water5, quantity: 1 }] }] },
+      })
+    );
+    const { body } = await json(await profit.GET(req("GET", "/api/reports/profit", { as: t.owner })));
+    expect(body).toMatchObject({
+      revenue: 660, // 3 x 200 + 1 x 60
+      unitsSold: 4,
+      costOfGoodsSold: 30, // 3 x 10 from the oldest purchase; the 5L was never purchased
+      unitsWithoutCost: 1,
+      grossProfit: 630,
+      stockPurchases: 330,
+      cashSurplus: 330,
+    });
+  });
+});
+
+describe("purchase-to-stock backfill", () => {
+  it("turns pre-ledger purchases into stock, once", async () => {
+    const t = await makeTenant();
+    await Purchase.create({
+      businessId: t.businessId,
+      branchId: t.branchA,
+      supplierName: "Old supplier",
+      productId: t.water20,
+      productLabel: "20L Jerrycan",
+      quantity: 20,
+      unitCost: 10,
+      totalCost: 200,
+      recordedBy: t.owner.id,
+    });
+    expect(await stockOf(t.businessId, t.branchA, t.water20)).toBe(0);
+    expect(await backfillPurchaseMovements()).toBe(1);
+    expect(await backfillPurchaseMovements()).toBe(0);
+    expect(await stockOf(t.businessId, t.branchA, t.water20)).toBe(20);
+  });
+});
+
+describe("F-04 / F-05 / CAT-12 catalogue", () => {
+  it("lists deactivated products for managers and keeps their stock visible", async () => {
+    const t = await makeTenant();
+    await adjustments.POST(
+      req("POST", "/x", { as: t.owner, body: { clientUuid: uuid(), branchId: t.branchA, productId: t.water5, mode: "DELTA", quantity: 7 } })
+    );
+    await db(() => Product.updateOne({ _id: t.water5 }, { isActive: false }));
+
+    const forManager = await json(await products.GET(req("GET", "/api/products?includeInactive=1", { as: t.managerA })));
+    const forCashier = await json(await products.GET(req("GET", "/api/products?includeInactive=1", { as: t.cashierA })));
+    expect(forManager.body.products).toHaveLength(2);
+    expect(forCashier.body.products).toHaveLength(1);
+
+    const levels = await getStockLevels(t.businessId);
+    expect(levels.find((l) => l.productId === t.water5 && l.branchId === t.branchA)).toMatchObject({
+      quantity: 7,
+      productActive: false,
+    });
+    expect(levels.some((l) => l.productId === t.water5 && l.branchId === t.branchB)).toBe(false);
+  });
+
+  it("stores count units, refuses duplicate names and zero prices", async () => {
+    const t = await makeTenant();
+    const create = (body: object) => products.POST(req("POST", "/x", { as: t.owner, body }));
+    const tray = await json(await create({ label: "Tray of Eggs", sizeLiters: 30, unit: "pcs", unitPrice: 400 }));
+    expect(tray.status).toBe(201);
+    expect(tray.body.product.unit).toBe("pcs");
+
+    expect((await create({ label: "tray of eggs", sizeLiters: 1, unit: "tray", unitPrice: 400 })).status).toBe(409);
+    expect((await create({ label: "Free sample", sizeLiters: 1, unit: "pcs", unitPrice: 0 })).status).toBe(400);
+    expect((await create({ label: "Bucket", sizeLiters: 1, unit: "buckets", unitPrice: 50 })).status).toBe(400);
+
+    const rename = await productById.PATCH(
+      req("PATCH", "/x", { as: t.owner, body: { label: "20L JERRYCAN" } }),
+      params({ id: t.water5 })
+    );
+    expect(rename.status).toBe(409);
+  });
+});
+
+describe("STA-04 staff invites", () => {
+  async function invite(t: Tenant) {
+    const res = await json(
+      await users.POST(
+        req("POST", "/api/users", {
+          as: t.managerA,
+          body: { name: "New Cashier", role: "DELIVERY", phoneNumber: "0711222333", email: "new.cashier@aquaflow.test" },
+        })
+      )
+    );
+    expect(res.status).toBe(201);
+    return { userId: res.body.user._id as string, token: (res.body.inviteUrl as string).split("/invite/")[1] };
+  }
+
+  const signIn = (password: string) =>
+    login.POST(req("POST", "/x", { body: { email: "new.cashier@aquaflow.test", password, deviceId: uuid() } }));
+
+  it("lets the invited person set their own password, once", async () => {
+    const t = await makeTenant();
+    const { token } = await invite(t);
+
+    const who = await json(await invites.GET(req("GET", "/x"), params({ token })));
+    expect(who.body).toMatchObject({ name: "New Cashier", email: "new.cashier@aquaflow.test" });
+
+    expect((await invites.POST(req("POST", "/x", { body: { password: "short" } }), params({ token }))).status).toBe(400);
+    expect((await invites.POST(req("POST", "/x", { body: { password: "my-own-secret" } }), params({ token }))).status).toBe(200);
+    expect((await signIn("my-own-secret")).status).toBe(200);
+
+    // The link is single-use.
+    expect((await invites.GET(req("GET", "/x"), params({ token }))).status).toBe(404);
+  });
+
+  it("issues a fresh link that replaces the old one, and rejects expired links", async () => {
+    const t = await makeTenant();
+    const { userId, token } = await invite(t);
+    const again = await json(await reinvite.POST(req("POST", "/x", { as: t.managerA }), params({ id: userId })));
+    expect(again.status).toBe(200);
+    const fresh = (again.body.inviteUrl as string).split("/invite/")[1];
+
+    expect((await invites.GET(req("GET", "/x"), params({ token }))).status).toBe(404);
+    expect((await invites.GET(req("GET", "/x"), params({ token: fresh }))).status).toBe(200);
+
+    await db(() => User.updateOne({ _id: new mongoose.Types.ObjectId(userId) }, { inviteExpiresAt: new Date(Date.now() - 1000) }));
+    expect((await invites.GET(req("GET", "/x"), params({ token: fresh }))).status).toBe(404);
+  });
+
+  it("does not let a manager re-invite another branch's staff", async () => {
+    const t = await makeTenant();
+    await db(() => User.updateOne({ _id: t.cashierB.id }, { inviteExpiresAt: new Date(Date.now() + 60_000) }));
+    const res = await reinvite.POST(req("POST", "/x", { as: t.managerA }), params({ id: t.cashierB.id }));
+    expect(res.status).toBe(403);
+  });
+});

tests/helpers.ts

@@ -7,6 +7,7 @@ import { User, UserRole } from "@/lib/server/models/User";
 import { Product } from "@/lib/server/models/Product";
 import { signAccessToken } from "@/lib/server/jwt";
 import { ACCESS_COOKIE } from "@/lib/server/auth";
+import { crossTenant } from "@/lib/server/tenantGuard";
 
 let phoneSeq = 0;
 function nextPhone(): string {
@@ -131,3 +132,8 @@ export async function json<T = any>(res: Response): Promise<{ status: number; bo
 export function uuid(): string {
   return randomUUID();
 }
+
+/** Tests may inspect and arrange any business's data directly. */
+export function db<T>(fn: () => PromiseLike<T>): Promise<T> {
+  return crossTenant("test inspects the database directly", fn);
+}

tests/identity.test.ts

@@ -0,0 +1,152 @@
+import { describe, expect, it } from "vitest";
+import bcrypt from "bcryptjs";
+import { User } from "@/lib/server/models/User";
+import * as users from "@/app/api/users/route";
+import * as login from "@/app/api/auth/login/route";
+import * as me from "@/app/api/auth/me/route";
+import * as platformBusinesses from "@/app/api/platform/businesses/route";
+import { ACCESS_COOKIE } from "@/lib/server/auth";
+import { json, makeTenant, req, uuid, type Actor, type Tenant, db } from "./helpers";
+
+const PERSON = { name: "Wanjiru", email: "wanjiru@aquaflow.test", phoneNumber: "0722000111" };
+const OPERATOR = "operator@aquaflow.test"; // listed in PLATFORM_ADMIN_EMAILS by tests/setup.ts
+
+async function hire(t: Tenant, as: Actor, person = PERSON) {
+  return users.POST(
+    req("POST", "/api/users", { as, body: { ...person, role: "DELIVERY", branchId: t.branchA, password: "password-123" } })
+  );
+}
+
+const signIn = (email: string, password: string, businessId?: string) =>
+  login.POST(req("POST", "/api/auth/login", { body: { email, password, deviceId: uuid(), businessId } }));
+
+async function setPassword(email: string, businessId: string, password: string) {
+  await User.updateOne({ email, businessId }, { passwordHash: await bcrypt.hash(password, 4) });
+}
+
+function accessCookie(res: Response): string {
+  const cookie = res.headers.get("set-cookie") ?? "";
+  return cookie.match(new RegExp(`${ACCESS_COOKIE}=([^;]+)`))![1];
+}
+
+describe("email and phone are unique per business", () => {
+  it("lets one person work for two businesses with the same email and phone", async () => {
+    const a = await makeTenant("Alpha");
+    const b = await makeTenant("Beta");
+    expect((await hire(a, a.owner)).status).toBe(201);
+    expect((await hire(b, b.owner)).status).toBe(201);
+    expect(await db(() => User.countDocuments({ email: PERSON.email }))).toBe(2);
+  });
+
+  it("still refuses a duplicate inside the same business", async () => {
+    const a = await makeTenant("Alpha");
+    await hire(a, a.owner);
+    const sameEmail = await hire(a, a.owner, { ...PERSON, phoneNumber: "0733000222" });
+    const samePhone = await hire(a, a.owner, { ...PERSON, email: "other@aquaflow.test" });
+    expect([sameEmail.status, samePhone.status]).toEqual([409, 409]);
+  });
+});
+
+describe("login when an email exists in several businesses", () => {
+  it("signs straight in when only one account's password matches", async () => {
+    const a = await makeTenant("Alpha");
+    const b = await makeTenant("Beta");
+    await hire(a, a.owner);
+    await hire(b, b.owner);
+    await setPassword(PERSON.email, a.businessId, "alpha-secret");
+    await setPassword(PERSON.email, b.businessId, "beta-secret");
+
+    const res = await json(await signIn(PERSON.email, "beta-secret"));
+    expect(res.status).toBe(200);
+    expect(res.body.user.businessId).toBe(b.businessId);
+  });
+
+  it("asks which business when the same password opens both, then signs in to the one chosen", async () => {
+    const a = await makeTenant("Alpha");
+    const b = await makeTenant("Beta");
+    await hire(a, a.owner);
+    await hire(b, b.owner);
+    await setPassword(PERSON.email, a.businessId, "same-secret");
+    await setPassword(PERSON.email, b.businessId, "same-secret");
+
+    const ask = await json(await signIn(PERSON.email, "same-secret"));
+    expect(ask.status).toBe(300);
+    expect(ask.body.chooseBusiness.map((c: any) => c.businessName).sort()).toEqual(["Alpha", "Beta"]);
+
+    const chosen = await json(await signIn(PERSON.email, "same-secret", a.businessId));
+    expect(chosen.status).toBe(200);
+    expect(chosen.body.user.businessId).toBe(a.businessId);
+  });
+
+  it("reveals nothing about other businesses to a wrong password", async () => {
+    const a = await makeTenant("Alpha");
+    const b = await makeTenant("Beta");
+    await hire(a, a.owner);
+    await hire(b, b.owner);
+    const res = await json(await signIn(PERSON.email, "wrong-password"));
+    expect(res.status).toBe(401);
+    expect(res.body.chooseBusiness).toBeUndefined();
+    expect(res.body.error).toBe("Incorrect email or password");
+  });
+
+  it("does not let a wrong guess at one business unlock or reset the other", async () => {
+    const a = await makeTenant("Alpha");
+    const b = await makeTenant("Beta");
+    await hire(a, a.owner);
+    await hire(b, b.owner);
+    await setPassword(PERSON.email, a.businessId, "alpha-secret");
+    await setPassword(PERSON.email, b.businessId, "beta-secret");
+    for (let i = 0; i < 2; i++) await signIn(PERSON.email, "wrong");
+    await signIn(PERSON.email, "alpha-secret"); // resets Alpha's counter only
+    const [alpha, beta] = await Promise.all([
+      User.findOne({ email: PERSON.email, businessId: a.businessId }),
+      User.findOne({ email: PERSON.email, businessId: b.businessId }),
+    ]);
+    expect([alpha!.failedLoginAttempts, beta!.failedLoginAttempts]).toEqual([0, 2]);
+  });
+});
+
+describe("platform operator access", () => {
+  it("is not granted by an email match alone: another business cannot mint an operator", async () => {
+    const mallory = await makeTenant("Mallory Water");
+    await hire(mallory, mallory.owner, { name: "Fake operator", email: OPERATOR, phoneNumber: "0744000333" });
+    await setPassword(OPERATOR, mallory.businessId, "i-am-the-operator");
+
+    const res = await signIn(OPERATOR, "i-am-the-operator");
+    expect(res.status).toBe(200);
+    expect((await res.clone().json()).isPlatformAdmin).toBe(false);
+
+    const consoleRes = await platformBusinesses.GET(
+      req("GET", "/api/platform/businesses", { cookies: { [ACCESS_COOKIE]: accessCookie(res) } })
+    );
+    expect(consoleRes.status).toBe(403);
+  });
+
+  it("is granted to the flagged account whose email is listed", async () => {
+    const home = await makeTenant("Operator Co");
+    await hire(home, home.owner, { name: "Operator", email: OPERATOR, phoneNumber: "0755000444" });
+    await User.updateOne({ email: OPERATOR, businessId: home.businessId }, { platformAdmin: true });
+    await setPassword(OPERATOR, home.businessId, "real-operator");
+
+    const res = await signIn(OPERATOR, "real-operator");
+    const cookies = { [ACCESS_COOKIE]: accessCookie(res) };
+    expect((await platformBusinesses.GET(req("GET", "/x", { cookies }))).status).toBe(200);
+    expect((await json(await me.GET(req("GET", "/x", { cookies })))).body.user.isPlatformAdmin).toBe(true);
+  });
+
+  it("is revoked by removing the email from PLATFORM_ADMIN_EMAILS, even with the flag", async () => {
+    const home = await makeTenant("Operator Co");
+    await hire(home, home.owner, { name: "Operator", email: OPERATOR, phoneNumber: "0755000444" });
+    await User.updateOne({ email: OPERATOR, businessId: home.businessId }, { platformAdmin: true });
+    await setPassword(OPERATOR, home.businessId, "real-operator");
+    const cookies = { [ACCESS_COOKIE]: accessCookie(await signIn(OPERATOR, "real-operator")) };
+
+    const listed = process.env.PLATFORM_ADMIN_EMAILS;
+    process.env.PLATFORM_ADMIN_EMAILS = "";
+    try {
+      expect((await platformBusinesses.GET(req("GET", "/x", { cookies }))).status).toBe(403);
+    } finally {
+      process.env.PLATFORM_ADMIN_EMAILS = listed;
+    }
+  });
+});

tests/isolation.test.ts

@@ -0,0 +1,172 @@
+import { describe, expect, it } from "vitest";
+import mongoose from "mongoose";
+import { readdirSync } from "fs";
+import path from "path";
+import { crossTenant, isTenantGuarded, TenantScopeError } from "@/lib/server/tenantGuard";
+import { User } from "@/lib/server/models/User";
+import { Transaction } from "@/lib/server/models/Transaction";
+import { Expense } from "@/lib/server/models/Expense";
+import { StockMovement } from "@/lib/server/models/StockMovement";
+import { stockOf } from "@/lib/server/stock";
+import * as cash from "@/app/api/transactions/cash/route";
+import * as transactions from "@/app/api/transactions/route";
+import * as expenses from "@/app/api/expenses/route";
+import * as purchases from "@/app/api/purchases/route";
+import * as stock from "@/app/api/stock/route";
+import * as movements from "@/app/api/stock/movements/route";
+import * as transfers from "@/app/api/stock/transfers/route";
+import * as adjustments from "@/app/api/stock/adjustments/route";
+import * as summary from "@/app/api/dashboard/summary/route";
+import * as reconciliation from "@/app/api/dashboard/reconciliation/route";
+import * as profit from "@/app/api/reports/profit/route";
+import * as users from "@/app/api/users/route";
+import * as userById from "@/app/api/users/[id]/route";
+import * as reinvite from "@/app/api/users/[id]/invite/route";
+import * as branchById from "@/app/api/branches/[id]/route";
+import * as productById from "@/app/api/products/[id]/route";
+import * as branchPrices from "@/app/api/branch-prices/route";
+import * as dispatch from "@/app/api/inventory/dispatch/route";
+import * as eveningCount from "@/app/api/inventory/evening-count/route";
+import { db, json, makeTenant, params, req, uuid, type Tenant } from "./helpers";
+
+// Models that hold one business's data but are deliberately unguarded (see tenantGuard.ts).
+const UNGUARDED = new Set(["Business", "UserSession", "MpesaCallbackLog", "StockLock"]);
+
+describe("the tenant guard", () => {
+  it("is on every model that stores a businessId", async () => {
+    // Load every model file so none can be skipped by accident.
+    const dir = path.resolve(__dirname, "../src/lib/server/models");
+    for (const file of readdirSync(dir)) await import(path.join(dir, file));
+
+    const scoped = Object.values(mongoose.models).filter((m) => m.schema.path("businessId") && !UNGUARDED.has(m.modelName));
+    expect(scoped.length).toBeGreaterThanOrEqual(10);
+    const unguarded = scoped.filter((m) => !isTenantGuarded(m.schema)).map((m) => m.modelName);
+    expect(unguarded).toEqual([]);
+  });
+
+  it("refuses queries that do not name exactly one business", async () => {
+    const t = await makeTenant();
+    const attempts: [string, () => PromiseLike<unknown>][] = [
+      ["find", () => Transaction.find({ branchId: t.branchA })],
+      ["findById", () => User.findById(t.cashierA.id)],
+      ["exists", () => StockMovement.exists({ type: "SALE" })],
+      ["updateMany", () => Expense.updateMany({}, { amount: 0 })],
+      ["deleteMany", () => Transaction.deleteMany({ paymentMethod: "CASH" })],
+      ["countDocuments", () => User.countDocuments({})],
+      ["$in over businesses", () => User.find({ businessId: { $in: [t.businessId, new mongoose.Types.ObjectId()] } })],
+      ["$exists", () => User.find({ businessId: { $exists: true } })],
+      ["aggregate without $match", () => Transaction.aggregate([{ $group: { _id: "$businessId" } }])],
+      ["aggregate matching later", () => Transaction.aggregate([{ $sort: { createdAt: -1 } }, { $match: { businessId: t.businessId } }])],
+      ["unscoped populate", () => Expense.find({ businessId: t.businessId }).populate("branchId")],
+    ];
+    await Expense.create({ businessId: t.businessId, branchId: t.branchA, category: "Rent", amount: 1, description: "x", recordedBy: t.owner.id });
+    for (const [label, run] of attempts) {
+      await expect(Promise.resolve().then(run), label).rejects.toBeInstanceOf(TenantScopeError);
+    }
+  });
+
+  it("allows scoped queries, and cross-business ones only with a stated reason", async () => {
+    const t = await makeTenant();
+    expect(await User.countDocuments({ businessId: t.businessId })).toBe(4);
+    expect(await User.countDocuments({ $and: [{ businessId: t.businessId }, { role: "DELIVERY" }] })).toBe(2);
+    expect(await crossTenant("test", () => User.countDocuments({}))).toBe(4);
+    expect(() => crossTenant(" ", () => User.countDocuments({}))).toThrow(/reason/);
+    // The exemption ends with the callback.
+    await expect(Promise.resolve().then(() => User.countDocuments({}))).rejects.toBeInstanceOf(TenantScopeError);
+  });
+});
+
+/** Give tenant B one of everything, so a leak into tenant A's view would show. */
+async function seedVictim(b: Tenant) {
+  await adjustments.POST(
+    req("POST", "/x", { as: b.owner, body: { clientUuid: uuid(), branchId: b.branchA, productId: b.water20, mode: "DELTA", quantity: 50 } })
+  );
+  await cash.POST(
+    req("POST", "/x", { as: b.cashierA, body: { sales: [{ clientUuid: uuid(), lines: [{ productId: b.water20, quantity: 3 }] }] } })
+  );
+  await expenses.POST(req("POST", "/x", { as: b.owner, body: { branchId: b.branchA, category: "Rent", amount: 7777, description: "B rent" } }));
+  await purchases.POST(
+    req("POST", "/x", { as: b.owner, body: { branchId: b.branchA, supplierName: "B supplier", productId: b.water20, quantity: 5, unitCost: 99 } })
+  );
+  await transfers.POST(
+    req("POST", "/x", { as: b.owner, body: { clientUuid: uuid(), fromBranchId: b.branchA, toBranchId: b.branchB, productId: b.water20, quantity: 2 } })
+  );
+}
+
+describe("route sweep: another business's ids get nothing", () => {
+  it("every read route returns none of business B's data to business A, whatever ids A sends", async () => {
+    const a = await makeTenant("Alpha");
+    const b = await makeTenant("Beta");
+    await seedVictim(b);
+
+    const reads: [string, Response][] = [];
+    const get = async (label: string, handler: (r: any) => Promise<Response>, url: string) =>
+      reads.push([label, await handler(req("GET", url, { as: a.owner }))]);
+    const q = "?branchId=" + b.branchA;
+    await get("transactions", transactions.GET, "/api/transactions" + q);
+    await get("expenses", expenses.GET, "/api/expenses" + q);
+    await get("purchases", purchases.GET, "/api/purchases" + q);
+    await get("stock", stock.GET, "/api/stock" + q);
+    await get("movements", movements.GET, "/api/stock/movements" + q);
+    await get("transfers", transfers.GET, "/api/stock/transfers" + q);
+    await get("summary", summary.GET, "/api/dashboard/summary" + q);
+    await get("reconciliation", reconciliation.GET, "/api/dashboard/reconciliation" + q);
+    await get("profit", profit.GET, "/api/reports/profit" + q);
+    await get("users", users.GET, "/api/users" + q);
+    await get("branch prices", branchPrices.GET, "/api/branch-prices" + q);
+
+    const bIds = [b.businessId, b.branchA, b.branchB, b.water20, b.owner.id, b.cashierA.id];
+    for (const [label, res] of reads) {
+      const text = await res.text();
+      for (const id of bIds) expect(text.includes(id), `${label} leaked ${id}`).toBe(false);
+      expect(text.includes("7777") || text.includes("B supplier"), `${label} leaked B's figures`).toBe(false);
+    }
+    // Totals A sees are A's own (zero), not B's sale.
+    const totals = JSON.parse(await (await summary.GET(req("GET", "/api/dashboard/summary" + q, { as: a.owner }))).text());
+    expect(totals.totals.cashTotal).toBe(0);
+  });
+
+  it("every write route refuses business B's ids and leaves B's data untouched", async () => {
+    const a = await makeTenant("Alpha");
+    const b = await makeTenant("Beta");
+    await seedVictim(b);
+    const before = {
+      stockA: await stockOf(b.businessId, b.branchA, b.water20),
+      cashier: await db(() => User.findById(b.cashierA.id).lean()),
+      sales: await Transaction.countDocuments({ businessId: b.businessId }),
+    };
+
+    const as = a.owner;
+    const writes: [string, Response][] = [
+      ["deactivate B's cashier", await userById.PATCH(req("PATCH", "/x", { as, body: { isActive: false } }), params({ id: b.cashierA.id }))],
+      ["move B's cashier", await userById.PATCH(req("PATCH", "/x", { as, body: { branchId: a.branchA } }), params({ id: b.cashierA.id }))],
+      ["re-invite B's cashier", await reinvite.POST(req("POST", "/x", { as }), params({ id: b.cashierA.id }))],
+      ["rename B's branch", await branchById.PATCH(req("PATCH", "/x", { as, body: { branchName: "Pwned" } }), params({ id: b.branchA }))],
+      ["reprice B's product", await productById.PATCH(req("PATCH", "/x", { as, body: { unitPrice: 1 } }), params({ id: b.water20 }))],
+      ["branch price on B", await branchPrices.PUT(req("PUT", "/x", { as, body: { branchId: b.branchA, productId: b.water20, unitPrice: 1 } }))],
+      ["adjust B's stock", await adjustments.POST(req("POST", "/x", { as, body: { clientUuid: uuid(), branchId: b.branchA, productId: b.water20, mode: "COUNT", quantity: 0 } }))],
+      ["transfer out of B", await transfers.POST(req("POST", "/x", { as, body: { clientUuid: uuid(), fromBranchId: b.branchA, toBranchId: a.branchA, productId: b.water20, quantity: 1 } }))],
+      ["transfer into B", await transfers.POST(req("POST", "/x", { as, body: { clientUuid: uuid(), fromBranchId: a.branchA, toBranchId: b.branchA, productId: a.water20, quantity: 1 } }))],
+      ["expense on B", await expenses.POST(req("POST", "/x", { as, body: { branchId: b.branchA, category: "Rent", amount: 1, description: "x" } }))],
+      ["purchase into B", await purchases.POST(req("POST", "/x", { as, body: { branchId: b.branchA, supplierName: "x", productId: b.water20, quantity: 1, unitCost: 1 } }))],
+      ["dispatch at B", await dispatch.POST(req("POST", "/x", { as, body: { branchId: b.branchA, productId: b.water20, morningDispatched: 1 } }))],
+      ["count at B", await eveningCount.POST(req("POST", "/x", { as, body: { branchId: b.branchA, productId: b.water20, eveningPhysicalCount: 1 } }))],
+      ["sale of B's product", await cash.POST(req("POST", "/x", { as: a.cashierA, body: { sales: [{ clientUuid: uuid(), lines: [{ productId: b.water20, quantity: 1 }] }] } }))],
+    ];
+    for (const [label, res] of writes) {
+      if (label.startsWith("sale")) {
+        expect((await json(res)).body.results[0].status, label).toBe("rejected");
+      } else {
+        expect(res.status, label).toBeGreaterThanOrEqual(400);
+      }
+    }
+
+    expect(await stockOf(b.businessId, b.branchA, b.water20)).toBe(before.stockA);
+    expect(await db(() => User.findById(b.cashierA.id).lean())).toMatchObject({
+      isActive: before.cashier!.isActive,
+      branchId: before.cashier!.branchId,
+    });
+    expect(await Transaction.countDocuments({ businessId: b.businessId })).toBe(before.sales);
+    expect(await Expense.countDocuments({ businessId: b.businessId })).toBe(1);
+  });
+});

tests/retest-plan.test.ts

@@ -0,0 +1,101 @@
+import { describe, expect, it } from "vitest";
+import { Product } from "@/lib/server/models/Product";
+import { Purchase } from "@/lib/server/models/Purchase";
+import { Transaction } from "@/lib/server/models/Transaction";
+import { backfillPurchaseMovements, stockOf } from "@/lib/server/stock";
+import * as cash from "@/app/api/transactions/cash/route";
+import * as transfers from "@/app/api/stock/transfers/route";
+import * as profit from "@/app/api/reports/profit/route";
+import * as summary from "@/app/api/dashboard/summary/route";
+import { json, makeTenant, req, uuid, type Actor } from "./helpers";
+
+/**
+ * The "Completion and retest plan" from the 11 October 2026 test report
+ * (AquaFlow_Initial_Test_Report, pages 9-10), with its expected numbers.
+ */
+describe("initial test report: completion and retest plan", () => {
+  it("matches every planned balance and total", async () => {
+    const t = await makeTenant("ZERRO");
+    const [refill3] = await Product.insertMany([
+      { businessId: t.businessId, label: "QA 20261011 3L Refill", sizeLiters: 3, unitPrice: 40 },
+    ]);
+    const l3 = refill3._id.toString();
+    const l5 = t.water5; // KES 60
+
+    // Fixtures recorded before the ledger existed (QA-20261011-STOCK-A-3L / -5L),
+    // brought into stock by the one-off backfill.
+    await Purchase.insertMany([
+      { businessId: t.businessId, branchId: t.branchA, supplierName: "QA", productId: l3, productLabel: "3L", quantity: 20, unitCost: 10, totalCost: 200, recordedBy: t.owner.id },
+      { businessId: t.businessId, branchId: t.branchA, supplierName: "QA", productId: l5, productLabel: "5L", quantity: 10, unitCost: 20, totalCost: 200, recordedBy: t.owner.id },
+    ]);
+    await backfillPurchaseMovements(t.businessId);
+    const stock = async (branch: string, product: string) => stockOf(t.businessId, branch, product);
+    expect([await stock(t.branchA, l3), await stock(t.branchA, l5)]).toEqual([20, 10]);
+
+    const sell = async (as: Actor, lines: { productId: string; quantity: number }[], offline = false) =>
+      json(
+        await cash.POST(
+          req("POST", "/x", {
+            as,
+            body: {
+              sales: [
+                {
+                  clientUuid: uuid(),
+                  staffId: as.id,
+                  branchId: as.branchId,
+                  lines,
+                  ...(offline ? { clientSubmittedAt: new Date().toISOString() } : {}),
+                },
+              ],
+            },
+          })
+        )
+      );
+
+    // Online sale: 2 x 3L + 1 x 5L = KES 140; A balances 18 and 9.
+    const online = await sell(t.cashierA, [{ productId: l3, quantity: 2 }, { productId: l5, quantity: 1 }]);
+    expect(online.body.results[0]).toMatchObject({ status: "saved", amountTotal: 140 });
+    expect([await stock(t.branchA, l3), await stock(t.branchA, l5)]).toEqual([18, 9]);
+
+    // Transfer 5 x 3L from A to B: A 13, B 5, combined 18.
+    const transfer = await transfers.POST(
+      req("POST", "/x", {
+        as: t.owner,
+        body: { clientUuid: uuid(), fromBranchId: t.branchA, toBranchId: t.branchB, productId: l3, quantity: 5 },
+      })
+    );
+    expect(transfer.status).toBe(201);
+    expect([await stock(t.branchA, l3), await stock(t.branchB, l3)]).toEqual([13, 5]);
+
+    // Two offline sales replayed on reconnect (sale 2: 1 x 3L; sale 3: 2 x 3L + 1 x 5L),
+    // then replayed again: exactly two new sales (three lines), A 10 x 3L and 8 x 5L.
+    const before = await Transaction.countDocuments({ businessId: t.businessId });
+    const queued = [
+      { clientUuid: uuid(), staffId: t.cashierA.id, branchId: t.branchA, clientSubmittedAt: new Date().toISOString(), lines: [{ productId: l3, quantity: 1 }] },
+      { clientUuid: uuid(), staffId: t.cashierA.id, branchId: t.branchA, clientSubmittedAt: new Date().toISOString(), lines: [{ productId: l3, quantity: 2 }, { productId: l5, quantity: 1 }] },
+    ];
+    for (let pass = 0; pass < 2; pass++) {
+      const r = await json(await cash.POST(req("POST", "/x", { as: t.cashierA, body: { sales: queued } })));
+      expect(r.body.results.map((x: any) => x.status)).toEqual(pass === 0 ? ["saved", "saved"] : ["duplicate", "duplicate"]);
+    }
+    expect((await Transaction.countDocuments({ businessId: t.businessId })) - before).toBe(3);
+    expect([await stock(t.branchA, l3), await stock(t.branchA, l5)]).toEqual([10, 8]);
+
+    // Branch B sells 1 x 3L for KES 40.
+    await sell(t.cashierB, [{ productId: l3, quantity: 1 }]);
+
+    // Final: A 3L 10, B 3L 4, A 5L 8; combined 3L 14 = 20 - 6 sold, 5L 8 = 10 - 2 sold.
+    expect([await stock(t.branchA, l3), await stock(t.branchB, l3), await stock(t.branchA, l5)]).toEqual([10, 4, 8]);
+
+    // Revenue: A KES 320, B KES 40, total KES 360 — on the report and the owner dashboard.
+    const report = async (q: string) => (await json(await profit.GET(req("GET", "/api/reports/profit" + q, { as: t.owner })))).body;
+    expect((await report("")).revenue).toBe(360);
+    expect((await report("?branchId=" + t.branchA)).revenue).toBe(320);
+    expect((await report("?branchId=" + t.branchB)).revenue).toBe(40);
+
+    const dash = (await json(await summary.GET(req("GET", "/api/dashboard/summary", { as: t.owner })))).body;
+    expect(dash.totals.cashTotal).toBe(360);
+    const ranking = Object.fromEntries(dash.branchRanking.map((b: any) => [b.branchName, b.revenue]));
+    expect(ranking).toEqual({ "ZERRO A": 320, "ZERRO B": 40 });
+  });
+});

tests/sync.test.ts

@@ -4,7 +4,7 @@ import { Product, BranchPricing } from "@/lib/server/models/Product";
 import { stockOf } from "@/lib/server/stock";
 import * as cash from "@/app/api/transactions/cash/route";
 import type { SaleResult } from "@/lib/syncProtocol";
-import { json, makeTenant, req, uuid, type Actor, type Tenant } from "./helpers";
+import { json, makeTenant, req, uuid, type Actor, type Tenant, db } from "./helpers";
 
 function sale(t: Tenant, cashier: Actor, lines: { productId: string; quantity: number; unitPrice?: number }[], extra = {}) {
   return {
@@ -31,7 +31,7 @@ describe("offline sale sync", () => {
     const { status, body } = await post(t.cashierA, [s]);
     expect(status).toBe(200);
     expect(body.results).toEqual([{ clientUuid: s.clientUuid, status: "saved", amountTotal: 580, priceMismatch: false }]);
-    expect(await Transaction.countDocuments({ saleId: s.clientUuid })).toBe(2);
+    expect(await db(() => Transaction.countDocuments({ saleId: s.clientUuid }))).toBe(2);
     expect(await stockOf(t.businessId, t.branchA, t.water20)).toBe(-2);
     expect(await stockOf(t.businessId, t.branchA, t.water5)).toBe(-3);
   });
@@ -42,7 +42,7 @@ describe("offline sale sync", () => {
     await post(t.cashierA, [s]);
     const replay = await post(t.cashierA, [s]);
     expect(replay.body.results[0]).toMatchObject({ clientUuid: s.clientUuid, status: "duplicate" });
-    expect(await Transaction.countDocuments({ saleId: s.clientUuid })).toBe(1);
+    expect(await db(() => Transaction.countDocuments({ saleId: s.clientUuid }))).toBe(1);
     expect(await stockOf(t.businessId, t.branchA, t.water20)).toBe(-1);
   });
 
@@ -78,7 +78,7 @@ describe("offline sale sync", () => {
     const otherCashiersSale = sale(t, t.cashierB, [{ productId: t.water20, quantity: 1 }]);
     const { body } = await post(t.cashierA, [otherCashiersSale]);
     expect(body.results[0].status).toBe("rejected");
-    expect(await Transaction.countDocuments({})).toBe(0);
+    expect(await db(() => Transaction.countDocuments({}))).toBe(0);
   });
 
   it("keeps a sale at the branch where it happened after the cashier is moved", async () => {
@@ -86,7 +86,7 @@ describe("offline sale sync", () => {
     const s = sale(t, t.cashierA, [{ productId: t.water20, quantity: 1 }]); // recorded at branch A
     const moved = { ...t.cashierA, branchId: t.branchB };
     await post(moved, [s]);
-    const txn = await Transaction.findOne({ saleId: s.clientUuid });
+    const txn = await db(() => Transaction.findOne({ saleId: s.clientUuid }));
     expect(txn!.branchId.toString()).toBe(t.branchA);
   });
 
@@ -97,13 +97,13 @@ describe("offline sale sync", () => {
     const foreignBranch = sale(t, t.cashierA, [{ productId: t.water20, quantity: 1 }], { branchId: other.branchA });
     const { body } = await post(t.cashierA, [foreignProduct, foreignBranch]);
     expect(body.results.map((r) => r.status)).toEqual(["rejected", "rejected"]);
-    expect(await Transaction.countDocuments({})).toBe(0);
+    expect(await db(() => Transaction.countDocuments({}))).toBe(0);
   });
 
   it("uses the branch price, flags a price the device showed differently, and keeps deactivated products sellable", async () => {
     const t = await makeTenant();
     await BranchPricing.create({ businessId: t.businessId, branchId: t.branchA, productId: t.water20, unitPrice: 180 });
-    await Product.updateOne({ _id: t.water5 }, { isActive: false });
+    await db(() => Product.updateOne({ _id: t.water5 }, { isActive: false }));
     const s = sale(t, t.cashierA, [
       { productId: t.water20, quantity: 1, unitPrice: 200 }, // stale price on the device
       { productId: t.water5, quantity: 1, unitPrice: 60 },