Files
pn-new-crm/src/components/layout/app-shell.tsx

300 lines
12 KiB
TypeScript
Raw Normal View History

'use client';
import { useEffect, useState, type ComponentProps, type ReactNode } from 'react';
import { usePathname, useRouter } from 'next/navigation';
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
import { cn } from '@/lib/utils';
import { usePermissions } from '@/hooks/use-permissions';
import { Sidebar } from '@/components/layout/sidebar';
import { Topbar } from '@/components/layout/topbar';
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
import { NavigationHistoryTracker } from '@/components/layout/navigation-history-tracker';
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
import { MobileLayoutProvider } from '@/components/layout/mobile/mobile-layout-provider';
import { MobileTopbar } from '@/components/layout/mobile/mobile-topbar';
import { MobileBottomTabs } from '@/components/layout/mobile/mobile-bottom-tabs';
import { MoreSheet } from '@/components/layout/mobile/more-sheet';
import { MobileSearchOverlay } from '@/components/search/mobile-search-overlay';
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
import { Sheet, SheetContent } from '@/components/ui/sheet';
import { useUIStore } from '@/stores/ui-store';
type SidebarProps = ComponentProps<typeof Sidebar>;
type TopbarProps = ComponentProps<typeof Topbar>;
interface AppShellProps {
portRoles: SidebarProps['portRoles'];
isSuperAdmin: boolean;
user: NonNullable<SidebarProps['user']>;
ports: TopbarProps['ports'];
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
/** Per-port logo URLs resolved server-side. Sidebar picks the entry
* matching the currently-active port from the UI store. */
portLogoUrls: Record<string, string | null>;
/** Per-port `tenancies_module_enabled` resolution. Gates the Tenancies
* sidebar entry SSR-side so the nav doesn't flicker in/out. */
tenanciesModuleByPort: Record<string, boolean>;
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
/** Per-port `expenses_module_enabled` resolution. Gates the Expenses
* + How-to-upload-receipts sidebar entries SSR-side. Defaults to
* true so existing ports keep the feature. */
expensesModuleByPort: Record<string, boolean>;
/** Per-port `residential_module_enabled` resolution. Gates the
* "Residential" sidebar section + mobile entry SSR-side. Defaults to
* true so existing ports keep the feature. */
residentialModuleByPort: Record<string, boolean>;
/**
* Server-rendered form-factor hint (from the request User-Agent). The
* shell mounts the matching tree on first render so we never paint the
* wrong shell, and only switches if the runtime viewport matchMedia
* disagrees (e.g. desktop browser resized below lg).
*/
initialFormFactor: 'mobile' | 'desktop';
children: ReactNode;
}
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
// Three tiers, aligned with Tailwind and the `useViewportTier` hook:
// mobile : < 768px (sm and below) → mobile shell (bottom tabs, slide-over more sheet)
// tablet : 768-1023 (md) → desktop shell, sidebar wrapped in Sheet, logo trigger in topbar
// desktop : >= 1024 (lg and up) → desktop shell, sidebar always visible
//
// Previously the app used a binary `(max-width: 1023.98px)` split, which
// rendered the mobile shell on iPad portrait AND on a half-screen 13"
// browser. Neither is really "mobile"; the tablet tier fills that gap.
const MOBILE_QUERY = '(max-width: 767.98px)';
const TABLET_QUERY = '(min-width: 768px) and (max-width: 1023.98px)';
type Tier = 'mobile' | 'tablet' | 'desktop';
function computeInitialTier(initialFormFactor: 'mobile' | 'desktop'): Tier {
// Server UA classification is binary; we can only distinguish "looks
// like a phone/tablet UA" from "looks like a desktop UA." Tablets get
// classified as 'mobile' by the UA token check (iPad/Android), so
// initialFormFactor=mobile on first paint covers both mobile + tablet.
// The matchMedia subscription below corrects to the precise tier on
// hydration without a flash because useSyncExternalStore is mismatch-safe.
return initialFormFactor === 'mobile' ? 'mobile' : 'desktop';
}
/**
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
* #26 + H-09: single-tree responsive shell with stable children subtree.
*
* The shell renders ONE `<main>` and ONE `<MobileLayoutProvider>` at all
* viewports - only the chrome (sidebar+topbar vs mobile-topbar+bottom-tabs
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
* vs tablet's hidden-sidebar-via-Sheet) conditionally renders. Three payoffs:
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
*
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
* - #26 / first ship: no double-mount of chrome subtrees.
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
* - H-09: `{children}` stays mounted across viewport flips. A rep
* editing an inline field on desktop who resizes through the mobile
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
* breakpoint no longer loses the draft mid-edit.
* - Tier-aware sidebar: tablet width gets the desktop shell with
* sidebar hidden behind a Sheet (slide-over from left, opened by
* the topbar logo button) instead of falling all the way back to
* the mobile shell. Closes the half-screen-on-13"-Mac usability gap.
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
*
* The mobile-only floating panels (MoreSheet, MobileSearchOverlay) only
* mount in the mobile branch - they have no desktop counterpart.
*
* SSR safety: the server passes its UA-classified hint via `initialFormFactor`;
* the first client render uses the same value so hydration matches. After
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
* mount, a matchMedia subscription overrides to the precise tier.
*/
export function AppShell({
portRoles,
isSuperAdmin,
user,
ports,
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
portLogoUrls,
tenanciesModuleByPort,
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
expensesModuleByPort,
residentialModuleByPort,
initialFormFactor,
children,
}: AppShellProps) {
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
const [tier, setTier] = useState<Tier>(computeInitialTier(initialFormFactor));
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
const [moreOpen, setMoreOpen] = useState(false);
const [searchOpen, setSearchOpen] = useState(false);
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
const [tabletSidebarOpen, setTabletSidebarOpen] = useState(false);
const currentPortSlug = useUIStore((s) => s.currentPortSlug);
const currentPortId = useUIStore((s) => s.currentPortId);
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
const logoUrl = currentPortSlug ? portLogoUrls[currentPortSlug] : null;
// Residential lockdown: a residential-only user (residential access, no
// marina `clients.view`) must never see marina pages — including the marina
// dashboard. The API already 403s their data; this guard blocks the *routes*,
// redirecting any non-residential path to their residential home. Personal
// surfaces (settings, inbox) stay reachable.
const pathname = usePathname();
const router = useRouter();
const { can } = usePermissions();
const residentialOnly =
!isSuperAdmin && can('residential_clients', 'view') && !can('clients', 'view');
useEffect(() => {
if (!residentialOnly || !pathname) return;
const [portSeg, ...rest] = pathname.split('/').filter(Boolean);
const sub = rest.join('/');
const allowed =
sub === '' ||
sub.startsWith('residential') ||
sub.startsWith('settings') ||
sub.startsWith('inbox');
if (!allowed && portSeg) {
router.replace(`/${portSeg}/residential/clients`);
}
}, [residentialOnly, pathname, router]);
useEffect(() => {
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
const mqMobile = window.matchMedia(MOBILE_QUERY);
const mqTablet = window.matchMedia(TABLET_QUERY);
const update = () => {
2026-05-22 14:33:36 +02:00
const next: Tier = mqMobile.matches ? 'mobile' : mqTablet.matches ? 'tablet' : 'desktop';
setTier(next);
// Persist for the next SSR pass so the server renders the
// matching shell on first paint - eliminates the chrome flicker
2026-05-22 14:33:36 +02:00
// on refresh when UA-based classification disagrees with the
// actual viewport (most common on macOS Safari at sub-1024
// widths). 1-year expiry; SameSite=Lax is fine since the cookie
// is read by our own server only.
document.cookie = `pn-crm.viewport-tier=${next}; path=/; max-age=31536000; SameSite=Lax`;
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
};
update();
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
mqMobile.addEventListener('change', update);
mqTablet.addEventListener('change', update);
return () => {
mqMobile.removeEventListener('change', update);
mqTablet.removeEventListener('change', update);
};
}, []);
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
const isMobile = tier === 'mobile';
const isTablet = tier === 'tablet';
// Close the tablet sheet when crossing breakpoints so it doesn't stay
// "open" after a resize back to desktop (Sheet keeps its open prop).
useEffect(() => {
if (!isTablet && tabletSidebarOpen) {
// eslint-disable-next-line react-hooks/set-state-in-effect
setTabletSidebarOpen(false);
}
}, [isTablet, tabletSidebarOpen]);
const sidebarProps: SidebarProps = {
portRoles,
isSuperAdmin,
user,
ports,
portLogoUrls,
tenanciesModuleByPort,
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
expensesModuleByPort,
residentialModuleByPort,
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
};
// Resolve the current port's residential flag for the mobile More sheet
// (the sidebar resolves its own copy internally from the by-port map).
const residentialModuleEnabled = currentPortId
? (residentialModuleByPort[currentPortId] ?? true)
: true;
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
// Chrome subtree per tier.
let chrome: ReactNode = null;
if (isMobile) {
chrome = <MobileTopbar />;
} else if (isTablet) {
// Tablet: sidebar lives inside a left-side Sheet, opened by the
// topbar's leading logo button. SheetContent has its own width;
// override to match the inline Sidebar's width so the layout
// reads consistent when the sheet is open.
chrome = (
<Sheet open={tabletSidebarOpen} onOpenChange={setTabletSidebarOpen}>
<SheetContent side="left" className="p-0 w-[var(--width-sidebar)]">
<Sidebar {...sidebarProps} />
</SheetContent>
</Sheet>
);
} else {
chrome = <Sidebar {...sidebarProps} />;
}
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
const footer = isMobile ? (
<>
<MobileBottomTabs
onMoreClick={() => setMoreOpen(true)}
onSearchClick={() => setSearchOpen(true)}
/>
<MoreSheet
open={moreOpen}
onOpenChange={setMoreOpen}
residentialModuleEnabled={residentialModuleEnabled}
/>
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
<MobileSearchOverlay open={searchOpen} onOpenChange={setSearchOpen} />
</>
) : null;
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
// Desktop topbar; on tablet it gains a leading logo button that
// opens the sidebar Sheet.
const desktopTopbar = !isMobile ? (
<Topbar
ports={ports}
user={user}
leadingSlot={
isTablet ? (
<button
type="button"
aria-label="Open menu"
onClick={() => setTabletSidebarOpen(true)}
className="inline-flex h-8 w-8 shrink-0 items-center justify-center rounded-md hover:bg-accent transition-colors"
>
{logoUrl ? (
<img src={logoUrl} alt="" className="h-6 w-6 object-contain" />
) : (
// Neutral fallback when the port has no branding logo yet -
feat(layout): add tablet viewport tier (mobile/tablet/desktop) Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 13:37:23 +02:00
// a three-bar menu icon keeps the affordance discoverable.
<svg
xmlns="http://www.w3.org/2000/svg"
viewBox="0 0 24 24"
fill="none"
stroke="currentColor"
strokeWidth="2"
strokeLinecap="round"
strokeLinejoin="round"
className="h-4 w-4"
aria-hidden
>
<line x1="3" y1="6" x2="21" y2="6" />
<line x1="3" y1="12" x2="21" y2="12" />
<line x1="3" y1="18" x2="21" y2="18" />
</svg>
)}
</button>
) : null
}
/>
) : null;
return (
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
<MobileLayoutProvider>
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
{/* Records every in-app navigation so useSmartBack can return the
rep to the page they were actually on (e.g. Sarah Doe -> Yacht
-> Back -> Sarah) instead of always falling back to the
logical URL parent. Renders nothing. */}
<NavigationHistoryTracker />
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
<div
className={cn(
'bg-background',
isMobile ? 'min-h-[100dvh]' : 'flex h-screen overflow-hidden',
)}
>
{chrome}
<div className={cn(isMobile ? 'contents' : 'flex-1 flex flex-col overflow-hidden min-w-0')}>
{desktopTopbar}
<main
className={cn(
isMobile
? 'px-4 min-h-[100dvh] pt-[calc(56px+env(safe-area-inset-top)+1rem)] pb-[calc(56px+env(safe-area-inset-bottom)+2rem)]'
: 'flex-1 overflow-y-auto bg-background px-6 pt-3 pb-6',
)}
>
{children}
</main>
</div>
{footer}
</div>
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
</MobileLayoutProvider>
);
}