Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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'use client';
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2026-05-01 15:46:32 +02:00
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import { useState, useEffect } from 'react';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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2026-03-26 12:06:18 +01:00
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { Loader2, Send, CreditCard } from 'lucide-react';
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2026-05-21 20:14:33 +02:00
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import { useForm, Controller } from 'react-hook-form';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { zodResolver } from '@hookform/resolvers/zod';
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fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
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import { format } from 'date-fns';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { Button } from '@/components/ui/button';
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import { Badge } from '@/components/ui/badge';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { toast } from 'sonner';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { Label } from '@/components/ui/label';
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import { Input } from '@/components/ui/input';
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2026-05-21 20:14:33 +02:00
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import { DatePicker } from '@/components/ui/date-picker';
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fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
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import { apiFetch } from '@/lib/api/client';
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fix(audit-tier-2): error-surface hygiene — toastError + CodedError sweep
Two mechanical sweeps closing the audit's HIGH §16 + MED §11 findings:
* 38 client components / 56 toast.error sites converted to
toastError(err) so the new admin error inspector becomes usable from
user-reported issues — every failed inline-edit, save, send, archive,
upload, etc. now carries the request-id + error-code (Copy ID action).
* 26 service files / 62 bare-Error throws converted to CodedError or
the existing AppError subclasses. Adds new error codes:
DOCUMENSO_UPSTREAM_ERROR (502), DOCUMENSO_AUTH_FAILURE (502),
DOCUMENSO_TIMEOUT (504), OCR_UPSTREAM_ERROR (502),
IMAP_UPSTREAM_ERROR (502), UMAMI_UPSTREAM_ERROR (502),
UMAMI_NOT_CONFIGURED (409), and INSERT_RETURNING_EMPTY (500) for
post-insert returning-empty guards.
* Five vitest assertions updated to match the new user-facing wording
(client-merge "already been merged", expense/interest "couldn't find
that …", documenso "signing service didn't respond").
Test status: 1168/1168 vitest, tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md HIGH §16 (auditor-H Issue 1)
+ MED §11 (auditor-G Issue 1).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 20:18:05 +02:00
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import { toastError } from '@/lib/api/toast-error';
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2026-05-01 15:46:32 +02:00
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import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { recordPaymentSchema, type RecordPaymentInput } from '@/lib/validators/invoices';
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const STATUS_COLORS: Record<string, string> = {
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draft: 'bg-gray-100 text-gray-700 border-gray-200',
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sent: 'bg-blue-100 text-blue-700 border-blue-200',
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paid: 'bg-green-100 text-green-700 border-green-200',
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overdue: 'bg-red-100 text-red-700 border-red-200',
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cancelled: 'bg-gray-100 text-gray-500 border-gray-200',
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};
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fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
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// Display labels for snake_case enum values stored in the DB.
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const PAYMENT_METHOD_LABELS: Record<string, string> = {
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bank_transfer: 'Bank transfer',
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credit_card: 'Credit card',
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cash: 'Cash',
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cheque: 'Cheque',
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check: 'Check',
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wire: 'Wire',
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other: 'Other',
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};
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const PAYMENT_METHOD_OPTIONS: Array<{ value: string; label: string }> = [
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{ value: 'bank_transfer', label: 'Bank transfer' },
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{ value: 'credit_card', label: 'Credit card' },
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{ value: 'cash', label: 'Cash' },
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{ value: 'cheque', label: 'Cheque' },
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{ value: 'wire', label: 'Wire' },
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{ value: 'other', label: 'Other' },
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];
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function formatPaymentMethod(method: string | null | undefined): string {
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2026-05-04 22:57:01 +02:00
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if (!method) return '-';
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fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
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return PAYMENT_METHOD_LABELS[method] ?? method.replace(/_/g, ' ');
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}
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function formatDateOnly(value: string | null | undefined): string {
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2026-05-04 22:57:01 +02:00
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if (!value) return '-';
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fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
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// Stored values are typically YYYY-MM-DD or ISO. Treat as date-only to avoid TZ shift.
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const isoDate = value.length === 10 ? value + 'T00:00:00' : value;
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const d = new Date(isoDate);
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if (Number.isNaN(d.getTime())) return value;
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return format(d, 'MMM d, yyyy');
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}
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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interface InvoiceDetailProps {
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invoiceId: string;
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}
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fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
2026-05-07 21:45:42 +02:00
|
|
|
interface InvoiceLineItem {
|
|
|
|
|
id: string;
|
|
|
|
|
description: string;
|
|
|
|
|
quantity: number | string;
|
|
|
|
|
unitPrice: number | string;
|
|
|
|
|
total: number | string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
interface InvoiceLinkedExpense {
|
|
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|
|
id: string;
|
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|
|
|
establishmentName: string | null;
|
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|
|
|
category: string | null;
|
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|
expenseDate: string;
|
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|
|
|
amount: number | string;
|
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|
|
|
currency: string;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
interface InvoiceDetailData {
|
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|
|
id: string;
|
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|
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|
invoiceNumber: string;
|
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|
status: string;
|
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|
|
clientName: string;
|
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|
|
currency: string;
|
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|
|
total: number | string;
|
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|
|
subtotal: number | string;
|
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|
|
|
discountAmount: number | string;
|
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|
|
discountPct: number | string;
|
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|
|
feeAmount: number | string;
|
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|
|
feePct: number | string;
|
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|
|
dueDate: string | null;
|
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|
|
paymentTerms: string | null;
|
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|
notes: string | null;
|
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|
|
pdfFileId: string | null;
|
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|
paymentDate: string | null;
|
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|
|
paymentMethod: string | null;
|
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|
|
paymentReference: string | null;
|
|
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|
|
lineItems?: InvoiceLineItem[];
|
|
|
|
|
linkedExpenses?: InvoiceLinkedExpense[];
|
|
|
|
|
}
|
|
|
|
|
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
export function InvoiceDetail({ invoiceId }: InvoiceDetailProps) {
|
|
|
|
|
const queryClient = useQueryClient();
|
|
|
|
|
const [tab, setTab] = useState('overview');
|
|
|
|
|
|
fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
2026-05-07 21:45:42 +02:00
|
|
|
const { data, isLoading, error } = useQuery<{ data: InvoiceDetailData }>({
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
queryKey: ['invoices', invoiceId],
|
fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
2026-05-07 21:45:42 +02:00
|
|
|
queryFn: () => apiFetch<{ data: InvoiceDetailData }>(`/api/v1/invoices/${invoiceId}`),
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
});
|
|
|
|
|
|
2026-05-01 15:46:32 +02:00
|
|
|
const { setChrome } = useMobileChrome();
|
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const titleForChrome: string | null = data?.data?.invoiceNumber ?? null;
|
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|
|
useEffect(() => {
|
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|
setChrome({ title: titleForChrome, showBackButton: true });
|
|
|
|
|
return () => setChrome({ title: null, showBackButton: false });
|
|
|
|
|
}, [titleForChrome, setChrome]);
|
|
|
|
|
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
const sendMutation = useMutation({
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
mutationFn: () => apiFetch(`/api/v1/invoices/${invoiceId}/send`, { method: 'POST' }),
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
onSuccess: () => {
|
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
|
|
|
toast.success('Invoice sent');
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
queryClient.invalidateQueries({ queryKey: ['invoices', invoiceId] });
|
|
|
|
|
queryClient.invalidateQueries({ queryKey: ['invoices'] });
|
|
|
|
|
},
|
fix(audit-tier-2): error-surface hygiene — toastError + CodedError sweep
Two mechanical sweeps closing the audit's HIGH §16 + MED §11 findings:
* 38 client components / 56 toast.error sites converted to
toastError(err) so the new admin error inspector becomes usable from
user-reported issues — every failed inline-edit, save, send, archive,
upload, etc. now carries the request-id + error-code (Copy ID action).
* 26 service files / 62 bare-Error throws converted to CodedError or
the existing AppError subclasses. Adds new error codes:
DOCUMENSO_UPSTREAM_ERROR (502), DOCUMENSO_AUTH_FAILURE (502),
DOCUMENSO_TIMEOUT (504), OCR_UPSTREAM_ERROR (502),
IMAP_UPSTREAM_ERROR (502), UMAMI_UPSTREAM_ERROR (502),
UMAMI_NOT_CONFIGURED (409), and INSERT_RETURNING_EMPTY (500) for
post-insert returning-empty guards.
* Five vitest assertions updated to match the new user-facing wording
(client-merge "already been merged", expense/interest "couldn't find
that …", documenso "signing service didn't respond").
Test status: 1168/1168 vitest, tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md HIGH §16 (auditor-H Issue 1)
+ MED §11 (auditor-G Issue 1).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 20:18:05 +02:00
|
|
|
onError: (e) => toastError(e),
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
});
|
|
|
|
|
|
|
|
|
|
const paymentForm = useForm<RecordPaymentInput>({
|
|
|
|
|
resolver: zodResolver(recordPaymentSchema),
|
|
|
|
|
defaultValues: { paymentDate: new Date().toISOString().split('T')[0] },
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
const paymentMutation = useMutation({
|
|
|
|
|
mutationFn: (values: RecordPaymentInput) =>
|
|
|
|
|
apiFetch(`/api/v1/invoices/${invoiceId}/payment`, {
|
|
|
|
|
method: 'PATCH',
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
body: values,
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
}),
|
|
|
|
|
onSuccess: () => {
|
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
|
|
|
toast.success('Payment recorded');
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
queryClient.invalidateQueries({ queryKey: ['invoices', invoiceId] });
|
|
|
|
|
queryClient.invalidateQueries({ queryKey: ['invoices'] });
|
|
|
|
|
},
|
fix(audit-tier-2): error-surface hygiene — toastError + CodedError sweep
Two mechanical sweeps closing the audit's HIGH §16 + MED §11 findings:
* 38 client components / 56 toast.error sites converted to
toastError(err) so the new admin error inspector becomes usable from
user-reported issues — every failed inline-edit, save, send, archive,
upload, etc. now carries the request-id + error-code (Copy ID action).
* 26 service files / 62 bare-Error throws converted to CodedError or
the existing AppError subclasses. Adds new error codes:
DOCUMENSO_UPSTREAM_ERROR (502), DOCUMENSO_AUTH_FAILURE (502),
DOCUMENSO_TIMEOUT (504), OCR_UPSTREAM_ERROR (502),
IMAP_UPSTREAM_ERROR (502), UMAMI_UPSTREAM_ERROR (502),
UMAMI_NOT_CONFIGURED (409), and INSERT_RETURNING_EMPTY (500) for
post-insert returning-empty guards.
* Five vitest assertions updated to match the new user-facing wording
(client-merge "already been merged", expense/interest "couldn't find
that …", documenso "signing service didn't respond").
Test status: 1168/1168 vitest, tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md HIGH §16 (auditor-H Issue 1)
+ MED §11 (auditor-G Issue 1).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 20:18:05 +02:00
|
|
|
onError: (e) => toastError(e),
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (isLoading) {
|
|
|
|
|
return (
|
|
|
|
|
<div className="flex items-center justify-center p-12">
|
|
|
|
|
<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
|
|
|
|
|
</div>
|
|
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
if (error || !data?.data) {
|
|
|
|
|
return (
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
<div className="p-6 text-center text-muted-foreground">Failed to load invoice details.</div>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
const invoice = data.data;
|
|
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|
|
const statusColor = STATUS_COLORS[invoice.status] ?? STATUS_COLORS.draft;
|
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|
|
|
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|
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return (
|
|
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|
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<div className="space-y-6">
|
|
|
|
|
{/* Header */}
|
2026-04-28 12:09:47 +02:00
|
|
|
<div className="rounded-xl border border-slate-200 bg-gradient-brand-soft px-5 py-4 shadow-xs flex items-center justify-between gap-4 flex-wrap">
|
|
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|
<div className="min-w-0">
|
|
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|
<div className="text-xs font-semibold uppercase tracking-wide text-brand">Invoice</div>
|
|
|
|
|
<div className="mt-1 flex items-center gap-3 flex-wrap">
|
|
|
|
|
<h1 className="truncate text-2xl font-bold tracking-tight text-foreground font-mono">
|
|
|
|
|
{invoice.invoiceNumber}
|
|
|
|
|
</h1>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
<Badge variant="outline" className={`capitalize text-sm border ${statusColor}`}>
|
|
|
|
|
{invoice.status}
|
|
|
|
|
</Badge>
|
|
|
|
|
</div>
|
2026-04-28 12:09:47 +02:00
|
|
|
<p className="text-sm text-muted-foreground mt-1">{invoice.clientName}</p>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
</div>
|
|
|
|
|
<div className="flex items-center gap-2">
|
|
|
|
|
{invoice.status === 'draft' && (
|
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
|
|
|
<PermissionGate resource="invoices" action="send">
|
|
|
|
|
<Button
|
|
|
|
|
variant="outline"
|
|
|
|
|
size="sm"
|
|
|
|
|
onClick={() => sendMutation.mutate()}
|
|
|
|
|
disabled={sendMutation.isPending}
|
|
|
|
|
>
|
|
|
|
|
{sendMutation.isPending ? (
|
|
|
|
|
<Loader2 className="mr-1.5 h-4 w-4 animate-spin" />
|
|
|
|
|
) : (
|
|
|
|
|
<Send className="mr-1.5 h-4 w-4" />
|
|
|
|
|
)}
|
|
|
|
|
Send Invoice
|
|
|
|
|
</Button>
|
|
|
|
|
</PermissionGate>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
)}
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<Tabs value={tab} onValueChange={setTab}>
|
|
|
|
|
<TabsList>
|
|
|
|
|
<TabsTrigger value="overview">Overview</TabsTrigger>
|
|
|
|
|
<TabsTrigger value="expenses">Linked Expenses</TabsTrigger>
|
|
|
|
|
<TabsTrigger value="payment">Payment</TabsTrigger>
|
|
|
|
|
</TabsList>
|
|
|
|
|
|
|
|
|
|
{/* Overview */}
|
|
|
|
|
<TabsContent value="overview" className="space-y-4 pt-4">
|
|
|
|
|
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
|
|
|
|
|
<Card>
|
|
|
|
|
<CardHeader>
|
|
|
|
|
<CardTitle className="text-sm font-medium">Total</CardTitle>
|
|
|
|
|
</CardHeader>
|
|
|
|
|
<CardContent>
|
|
|
|
|
<p className="text-2xl font-bold tabular-nums">
|
|
|
|
|
{Number(invoice.total).toLocaleString('en-US', {
|
|
|
|
|
minimumFractionDigits: 2,
|
|
|
|
|
maximumFractionDigits: 2,
|
|
|
|
|
})}{' '}
|
|
|
|
|
{invoice.currency}
|
|
|
|
|
</p>
|
|
|
|
|
</CardContent>
|
|
|
|
|
</Card>
|
|
|
|
|
<Card>
|
|
|
|
|
<CardHeader>
|
|
|
|
|
<CardTitle className="text-sm font-medium">Due Date</CardTitle>
|
|
|
|
|
</CardHeader>
|
|
|
|
|
<CardContent>
|
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
|
|
|
<p className="text-sm">{formatDateOnly(invoice.dueDate)}</p>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
</CardContent>
|
|
|
|
|
</Card>
|
|
|
|
|
<Card>
|
|
|
|
|
<CardHeader>
|
|
|
|
|
<CardTitle className="text-sm font-medium">Payment Terms</CardTitle>
|
|
|
|
|
</CardHeader>
|
|
|
|
|
<CardContent>
|
|
|
|
|
<p className="text-sm capitalize">{invoice.paymentTerms}</p>
|
|
|
|
|
</CardContent>
|
|
|
|
|
</Card>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
{/* Line items */}
|
|
|
|
|
{invoice.lineItems && invoice.lineItems.length > 0 && (
|
|
|
|
|
<Card>
|
|
|
|
|
<CardHeader>
|
|
|
|
|
<CardTitle className="text-sm font-medium">Line Items</CardTitle>
|
|
|
|
|
</CardHeader>
|
|
|
|
|
<CardContent>
|
|
|
|
|
<div className="space-y-2">
|
|
|
|
|
<div className="grid grid-cols-12 gap-2 text-xs font-medium text-muted-foreground border-b pb-2">
|
|
|
|
|
<span className="col-span-6">Description</span>
|
|
|
|
|
<span className="col-span-2 text-right">Qty</span>
|
|
|
|
|
<span className="col-span-2 text-right">Unit Price</span>
|
|
|
|
|
<span className="col-span-2 text-right">Total</span>
|
|
|
|
|
</div>
|
fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
2026-05-07 21:45:42 +02:00
|
|
|
{invoice.lineItems.map((li) => (
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
<div key={li.id} className="grid grid-cols-12 gap-2 text-sm">
|
|
|
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|
<span className="col-span-6">{li.description}</span>
|
|
|
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<span className="col-span-2 text-right tabular-nums">{li.quantity}</span>
|
|
|
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<span className="col-span-2 text-right tabular-nums">
|
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{Number(li.unitPrice).toFixed(2)}
|
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</span>
|
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|
<span className="col-span-2 text-right tabular-nums font-medium">
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{Number(li.total).toFixed(2)}
|
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</span>
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</div>
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))}
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</div>
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{/* Totals */}
|
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<div className="mt-4 border-t pt-4 space-y-1 text-sm">
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<div className="flex justify-between">
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<span className="text-muted-foreground">Subtotal</span>
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<span className="tabular-nums">
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{Number(invoice.subtotal).toFixed(2)} {invoice.currency}
|
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</span>
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</div>
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{Number(invoice.discountAmount) > 0 && (
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<div className="flex justify-between text-green-600">
|
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<span>Discount ({invoice.discountPct}%)</span>
|
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<span className="tabular-nums">
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-{Number(invoice.discountAmount).toFixed(2)} {invoice.currency}
|
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</span>
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</div>
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)}
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{Number(invoice.feeAmount) > 0 && (
|
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<div className="flex justify-between">
|
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<span className="text-muted-foreground">Fee ({invoice.feePct}%)</span>
|
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<span className="tabular-nums">
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+{Number(invoice.feeAmount).toFixed(2)} {invoice.currency}
|
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</span>
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</div>
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)}
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<div className="flex justify-between font-semibold border-t pt-2">
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<span>Total</span>
|
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<span className="tabular-nums">
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{Number(invoice.total).toFixed(2)} {invoice.currency}
|
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</span>
|
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</div>
|
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</div>
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</CardContent>
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</Card>
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)}
|
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{invoice.notes && (
|
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<Card>
|
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<CardHeader>
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<CardTitle className="text-sm font-medium">Notes</CardTitle>
|
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</CardHeader>
|
|
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|
|
<CardContent>
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
<p className="text-sm text-muted-foreground whitespace-pre-wrap">{invoice.notes}</p>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
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</CardContent>
|
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</Card>
|
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)}
|
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</TabsContent>
|
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{/* Linked Expenses */}
|
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<TabsContent value="expenses" className="pt-4">
|
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|
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|
{invoice.linkedExpenses && invoice.linkedExpenses.length > 0 ? (
|
|
|
|
|
<div className="space-y-2">
|
fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
2026-05-07 21:45:42 +02:00
|
|
|
{invoice.linkedExpenses.map((exp) => (
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
<div
|
|
|
|
|
key={exp.id}
|
|
|
|
|
className="flex items-center justify-between p-3 border rounded-md text-sm"
|
|
|
|
|
>
|
|
|
|
|
<div>
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
<p className="font-medium">{exp.establishmentName ?? 'Unnamed Expense'}</p>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
<p className="text-muted-foreground text-xs">
|
2026-05-04 22:57:01 +02:00
|
|
|
{exp.category ?? '-'} · {exp.expenseDate}
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
</p>
|
|
|
|
|
</div>
|
|
|
|
|
<span className="font-medium tabular-nums">
|
|
|
|
|
{Number(exp.amount).toFixed(2)} {exp.currency}
|
|
|
|
|
</span>
|
|
|
|
|
</div>
|
|
|
|
|
))}
|
|
|
|
|
</div>
|
|
|
|
|
) : (
|
|
|
|
|
<p className="text-sm text-muted-foreground py-6 text-center">
|
|
|
|
|
No expenses linked to this invoice.
|
|
|
|
|
</p>
|
|
|
|
|
)}
|
|
|
|
|
</TabsContent>
|
|
|
|
|
|
|
|
|
|
{/* Payment */}
|
|
|
|
|
<TabsContent value="payment" className="pt-4">
|
|
|
|
|
{invoice.status === 'paid' ? (
|
|
|
|
|
<Card>
|
|
|
|
|
<CardContent className="pt-6 space-y-3 text-sm">
|
|
|
|
|
<div className="flex items-center gap-2">
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
<Badge variant="outline" className="bg-green-100 text-green-700 border-green-200">
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
Paid
|
|
|
|
|
</Badge>
|
|
|
|
|
</div>
|
|
|
|
|
<div className="grid grid-cols-2 gap-4">
|
|
|
|
|
<div>
|
|
|
|
|
<span className="text-muted-foreground">Payment Date</span>
|
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
|
|
|
<p className="mt-0.5">{formatDateOnly(invoice.paymentDate)}</p>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<span className="text-muted-foreground">Method</span>
|
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
|
|
|
<p className="mt-0.5">{formatPaymentMethod(invoice.paymentMethod)}</p>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<span className="text-muted-foreground">Reference</span>
|
2026-05-04 22:57:01 +02:00
|
|
|
<p className="mt-0.5">{invoice.paymentReference ?? '-'}</p>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</CardContent>
|
|
|
|
|
</Card>
|
|
|
|
|
) : (
|
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
|
|
|
<PermissionGate resource="invoices" action="record_payment">
|
|
|
|
|
<Card>
|
|
|
|
|
<CardHeader>
|
|
|
|
|
<CardTitle className="text-sm font-medium">Record Payment</CardTitle>
|
|
|
|
|
</CardHeader>
|
|
|
|
|
<CardContent>
|
|
|
|
|
<form
|
|
|
|
|
onSubmit={paymentForm.handleSubmit((values) => paymentMutation.mutate(values))}
|
|
|
|
|
className="space-y-4"
|
|
|
|
|
>
|
|
|
|
|
<div className="space-y-1">
|
|
|
|
|
<Label htmlFor="paymentDate">Payment Date</Label>
|
2026-05-21 20:14:33 +02:00
|
|
|
<Controller
|
|
|
|
|
control={paymentForm.control}
|
|
|
|
|
name="paymentDate"
|
|
|
|
|
render={({ field }) => (
|
|
|
|
|
<DatePicker
|
|
|
|
|
id="paymentDate"
|
|
|
|
|
value={field.value ?? ''}
|
|
|
|
|
onChange={(v) => field.onChange(v || undefined)}
|
|
|
|
|
/>
|
|
|
|
|
)}
|
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
|
|
|
/>
|
|
|
|
|
{paymentForm.formState.errors.paymentDate && (
|
|
|
|
|
<p className="text-xs text-destructive">
|
|
|
|
|
{paymentForm.formState.errors.paymentDate.message}
|
|
|
|
|
</p>
|
|
|
|
|
)}
|
|
|
|
|
</div>
|
|
|
|
|
<div className="space-y-1">
|
|
|
|
|
<Label htmlFor="paymentMethod">Payment Method</Label>
|
|
|
|
|
<Select
|
|
|
|
|
value={paymentForm.watch('paymentMethod') ?? ''}
|
|
|
|
|
onValueChange={(v) =>
|
|
|
|
|
paymentForm.setValue('paymentMethod', v, { shouldValidate: true })
|
|
|
|
|
}
|
|
|
|
|
>
|
|
|
|
|
<SelectTrigger id="paymentMethod">
|
|
|
|
|
<SelectValue placeholder="Select a method" />
|
|
|
|
|
</SelectTrigger>
|
|
|
|
|
<SelectContent>
|
|
|
|
|
{PAYMENT_METHOD_OPTIONS.map((opt) => (
|
|
|
|
|
<SelectItem key={opt.value} value={opt.value}>
|
|
|
|
|
{opt.label}
|
|
|
|
|
</SelectItem>
|
|
|
|
|
))}
|
|
|
|
|
</SelectContent>
|
|
|
|
|
</Select>
|
|
|
|
|
</div>
|
|
|
|
|
<div className="space-y-1">
|
|
|
|
|
<Label htmlFor="paymentReference">Reference / Transaction ID</Label>
|
|
|
|
|
<Input
|
|
|
|
|
id="paymentReference"
|
|
|
|
|
placeholder="Optional reference"
|
|
|
|
|
{...paymentForm.register('paymentReference')}
|
|
|
|
|
/>
|
|
|
|
|
</div>
|
|
|
|
|
<Button type="submit" disabled={paymentMutation.isPending}>
|
|
|
|
|
{paymentMutation.isPending ? (
|
|
|
|
|
<Loader2 className="mr-1.5 h-4 w-4 animate-spin" />
|
|
|
|
|
) : (
|
|
|
|
|
<CreditCard className="mr-1.5 h-4 w-4" />
|
|
|
|
|
)}
|
|
|
|
|
Mark as Paid
|
|
|
|
|
</Button>
|
|
|
|
|
</form>
|
|
|
|
|
</CardContent>
|
|
|
|
|
</Card>
|
|
|
|
|
</PermissionGate>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
)}
|
|
|
|
|
</TabsContent>
|
|
|
|
|
</Tabs>
|
|
|
|
|
</div>
|
|
|
|
|
);
|
|
|
|
|
}
|