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pn-new-crm/src/components/invoices/invoice-detail.tsx

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'use client';
import { useState, useEffect } from 'react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import { Loader2, Send, CreditCard } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { zodResolver } from '@hookform/resolvers/zod';
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
import { format } from 'date-fns';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4) Working through the audit-v2 deferred backlog. Each round was tested (typecheck + 1168/1168 vitest) before moving on. Round 1 — DB performance + AI cost visibility: - Add missing FK indexes Postgres doesn't auto-create on berth_reservations.{interest_id, contract_file_id}, documents.{file_id, signed_file_id}, document_events.signer_id, document_templates.source_file_id, form_submissions.{form_template_id, client_id}, document_sends.{brochure_id, brochure_version_id, sent_by_user_id}. Without these, RESTRICT-checks on parent delete + reverse-lookups walk the child tables fully. Migration 0037. - AI worker now writes one ai_usage_ledger row per OpenAI call so admins can audit spend per port/user/feature and future per-port budgets have history to read from. Failure to write is logged-not-thrown so the user-facing email draft is unaffected. Round 2 — Boot-time + transport hardening: - S3 backend verifies the bucket exists at startup (or auto-creates when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now surfaces with a clear boot error instead of a vague Minio error inside the first user-facing request. - Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx + network errors, fail-fast on 4xx. Stops one transient flake from leaving a document with a partial field set. - FilesystemBackend logs a structured warn-once at boot when the dev HMAC fallback is in effect, so two processes started with different BETTER_AUTH_SECRET values are observable (random 401s on file downloads otherwise). - Logger redact paths extended to cover *.headers.{authorization, cookie}, *.config.headers.authorization, encrypted-credential blobs (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso X-Documenso-Secret header, and 2-level nested forms. Round 3 — UI feedback + permission gates: - Storage admin migrate dialog: success toast with row count + error toast on both dryRun and migrate mutations. - Invoice detail Send + Record-payment buttons wrapped in PermissionGate (invoices.send / invoices.record_payment); both mutations now toast on success/error. - Admin user list Edit button wrapped in PermissionGate(admin.manage_users). - Scan-receipt page surfaces an amber warning when OCR fails so reps know they can fill the form manually instead of staring at a stalled spinner; the editable form now also opens on scanMutation.isError / uploadedFile, not only on success. - Email threads list now renders skeleton rows during load + shared EmptyState for the empty case (was a single "Loading…" line). Round 4 — Service / route correctness: - documentSends.sent_by_user_id was a free-text NOT NULL column with no FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row survives a user being hard-deleted. Migration 0038 with a defensive null-out for any orphan ids before attaching the constraint. - Saved-views route: documented why withAuth alone is correct (the service strictly filters by (portId, userId) — owner-only by design). - Public-interests audit log: replaced "userId: null as unknown as string" cast with userId: null; AuditLogParams already accepts null for system-generated events. - EOI in-app PDF fill: extracted setBerthRange() that, when the AcroForm field is missing AND the context has a non-empty range string, logs a structured warn so the deployment gap (live Documenso template needs the field) is observable instead of silently dropping the multi-berth range. Test status: 1168/1168 vitest. tsc clean. Two new migrations (0037/0038) need pnpm db:push (or migration apply) on the dev DB. Deferred-doc updated with the remaining open items (bigger refactors). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
import { PermissionGate } from '@/components/shared/permission-gate';
import { toast } from 'sonner';
import { Label } from '@/components/ui/label';
import { Input } from '@/components/ui/input';
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
import { InvoicePdfPreview } from './invoice-pdf-preview';
import { apiFetch } from '@/lib/api/client';
import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
import { recordPaymentSchema, type RecordPaymentInput } from '@/lib/validators/invoices';
const STATUS_COLORS: Record<string, string> = {
draft: 'bg-gray-100 text-gray-700 border-gray-200',
sent: 'bg-blue-100 text-blue-700 border-blue-200',
paid: 'bg-green-100 text-green-700 border-green-200',
overdue: 'bg-red-100 text-red-700 border-red-200',
cancelled: 'bg-gray-100 text-gray-500 border-gray-200',
};
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
// Display labels for snake_case enum values stored in the DB.
const PAYMENT_METHOD_LABELS: Record<string, string> = {
bank_transfer: 'Bank transfer',
credit_card: 'Credit card',
cash: 'Cash',
cheque: 'Cheque',
check: 'Check',
wire: 'Wire',
other: 'Other',
};
const PAYMENT_METHOD_OPTIONS: Array<{ value: string; label: string }> = [
{ value: 'bank_transfer', label: 'Bank transfer' },
{ value: 'credit_card', label: 'Credit card' },
{ value: 'cash', label: 'Cash' },
{ value: 'cheque', label: 'Cheque' },
{ value: 'wire', label: 'Wire' },
{ value: 'other', label: 'Other' },
];
function formatPaymentMethod(method: string | null | undefined): string {
if (!method) return '-';
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
return PAYMENT_METHOD_LABELS[method] ?? method.replace(/_/g, ' ');
}
function formatDateOnly(value: string | null | undefined): string {
if (!value) return '-';
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
// Stored values are typically YYYY-MM-DD or ISO. Treat as date-only to avoid TZ shift.
const isoDate = value.length === 10 ? value + 'T00:00:00' : value;
const d = new Date(isoDate);
if (Number.isNaN(d.getTime())) return value;
return format(d, 'MMM d, yyyy');
}
interface InvoiceDetailProps {
invoiceId: string;
}
export function InvoiceDetail({ invoiceId }: InvoiceDetailProps) {
const queryClient = useQueryClient();
const [tab, setTab] = useState('overview');
// eslint-disable-next-line @typescript-eslint/no-explicit-any
const { data, isLoading, error } = useQuery<{ data: any }>({
queryKey: ['invoices', invoiceId],
// eslint-disable-next-line @typescript-eslint/no-explicit-any
queryFn: () => apiFetch<{ data: any }>(`/api/v1/invoices/${invoiceId}`),
});
const { setChrome } = useMobileChrome();
const titleForChrome: string | null = data?.data?.invoiceNumber ?? null;
useEffect(() => {
setChrome({ title: titleForChrome, showBackButton: true });
return () => setChrome({ title: null, showBackButton: false });
}, [titleForChrome, setChrome]);
const sendMutation = useMutation({
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
mutationFn: () => apiFetch(`/api/v1/invoices/${invoiceId}/send`, { method: 'POST' }),
onSuccess: () => {
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4) Working through the audit-v2 deferred backlog. Each round was tested (typecheck + 1168/1168 vitest) before moving on. Round 1 — DB performance + AI cost visibility: - Add missing FK indexes Postgres doesn't auto-create on berth_reservations.{interest_id, contract_file_id}, documents.{file_id, signed_file_id}, document_events.signer_id, document_templates.source_file_id, form_submissions.{form_template_id, client_id}, document_sends.{brochure_id, brochure_version_id, sent_by_user_id}. Without these, RESTRICT-checks on parent delete + reverse-lookups walk the child tables fully. Migration 0037. - AI worker now writes one ai_usage_ledger row per OpenAI call so admins can audit spend per port/user/feature and future per-port budgets have history to read from. Failure to write is logged-not-thrown so the user-facing email draft is unaffected. Round 2 — Boot-time + transport hardening: - S3 backend verifies the bucket exists at startup (or auto-creates when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now surfaces with a clear boot error instead of a vague Minio error inside the first user-facing request. - Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx + network errors, fail-fast on 4xx. Stops one transient flake from leaving a document with a partial field set. - FilesystemBackend logs a structured warn-once at boot when the dev HMAC fallback is in effect, so two processes started with different BETTER_AUTH_SECRET values are observable (random 401s on file downloads otherwise). - Logger redact paths extended to cover *.headers.{authorization, cookie}, *.config.headers.authorization, encrypted-credential blobs (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso X-Documenso-Secret header, and 2-level nested forms. Round 3 — UI feedback + permission gates: - Storage admin migrate dialog: success toast with row count + error toast on both dryRun and migrate mutations. - Invoice detail Send + Record-payment buttons wrapped in PermissionGate (invoices.send / invoices.record_payment); both mutations now toast on success/error. - Admin user list Edit button wrapped in PermissionGate(admin.manage_users). - Scan-receipt page surfaces an amber warning when OCR fails so reps know they can fill the form manually instead of staring at a stalled spinner; the editable form now also opens on scanMutation.isError / uploadedFile, not only on success. - Email threads list now renders skeleton rows during load + shared EmptyState for the empty case (was a single "Loading…" line). Round 4 — Service / route correctness: - documentSends.sent_by_user_id was a free-text NOT NULL column with no FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row survives a user being hard-deleted. Migration 0038 with a defensive null-out for any orphan ids before attaching the constraint. - Saved-views route: documented why withAuth alone is correct (the service strictly filters by (portId, userId) — owner-only by design). - Public-interests audit log: replaced "userId: null as unknown as string" cast with userId: null; AuditLogParams already accepts null for system-generated events. - EOI in-app PDF fill: extracted setBerthRange() that, when the AcroForm field is missing AND the context has a non-empty range string, logs a structured warn so the deployment gap (live Documenso template needs the field) is observable instead of silently dropping the multi-berth range. Test status: 1168/1168 vitest. tsc clean. Two new migrations (0037/0038) need pnpm db:push (or migration apply) on the dev DB. Deferred-doc updated with the remaining open items (bigger refactors). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
toast.success('Invoice sent');
queryClient.invalidateQueries({ queryKey: ['invoices', invoiceId] });
queryClient.invalidateQueries({ queryKey: ['invoices'] });
},
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4) Working through the audit-v2 deferred backlog. Each round was tested (typecheck + 1168/1168 vitest) before moving on. Round 1 — DB performance + AI cost visibility: - Add missing FK indexes Postgres doesn't auto-create on berth_reservations.{interest_id, contract_file_id}, documents.{file_id, signed_file_id}, document_events.signer_id, document_templates.source_file_id, form_submissions.{form_template_id, client_id}, document_sends.{brochure_id, brochure_version_id, sent_by_user_id}. Without these, RESTRICT-checks on parent delete + reverse-lookups walk the child tables fully. Migration 0037. - AI worker now writes one ai_usage_ledger row per OpenAI call so admins can audit spend per port/user/feature and future per-port budgets have history to read from. Failure to write is logged-not-thrown so the user-facing email draft is unaffected. Round 2 — Boot-time + transport hardening: - S3 backend verifies the bucket exists at startup (or auto-creates when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now surfaces with a clear boot error instead of a vague Minio error inside the first user-facing request. - Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx + network errors, fail-fast on 4xx. Stops one transient flake from leaving a document with a partial field set. - FilesystemBackend logs a structured warn-once at boot when the dev HMAC fallback is in effect, so two processes started with different BETTER_AUTH_SECRET values are observable (random 401s on file downloads otherwise). - Logger redact paths extended to cover *.headers.{authorization, cookie}, *.config.headers.authorization, encrypted-credential blobs (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso X-Documenso-Secret header, and 2-level nested forms. Round 3 — UI feedback + permission gates: - Storage admin migrate dialog: success toast with row count + error toast on both dryRun and migrate mutations. - Invoice detail Send + Record-payment buttons wrapped in PermissionGate (invoices.send / invoices.record_payment); both mutations now toast on success/error. - Admin user list Edit button wrapped in PermissionGate(admin.manage_users). - Scan-receipt page surfaces an amber warning when OCR fails so reps know they can fill the form manually instead of staring at a stalled spinner; the editable form now also opens on scanMutation.isError / uploadedFile, not only on success. - Email threads list now renders skeleton rows during load + shared EmptyState for the empty case (was a single "Loading…" line). Round 4 — Service / route correctness: - documentSends.sent_by_user_id was a free-text NOT NULL column with no FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row survives a user being hard-deleted. Migration 0038 with a defensive null-out for any orphan ids before attaching the constraint. - Saved-views route: documented why withAuth alone is correct (the service strictly filters by (portId, userId) — owner-only by design). - Public-interests audit log: replaced "userId: null as unknown as string" cast with userId: null; AuditLogParams already accepts null for system-generated events. - EOI in-app PDF fill: extracted setBerthRange() that, when the AcroForm field is missing AND the context has a non-empty range string, logs a structured warn so the deployment gap (live Documenso template needs the field) is observable instead of silently dropping the multi-berth range. Test status: 1168/1168 vitest. tsc clean. Two new migrations (0037/0038) need pnpm db:push (or migration apply) on the dev DB. Deferred-doc updated with the remaining open items (bigger refactors). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
onError: (e) => toast.error(e instanceof Error ? e.message : 'Could not send invoice'),
});
const paymentForm = useForm<RecordPaymentInput>({
resolver: zodResolver(recordPaymentSchema),
defaultValues: { paymentDate: new Date().toISOString().split('T')[0] },
});
const paymentMutation = useMutation({
mutationFn: (values: RecordPaymentInput) =>
apiFetch(`/api/v1/invoices/${invoiceId}/payment`, {
method: 'PATCH',
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
body: values,
}),
onSuccess: () => {
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4) Working through the audit-v2 deferred backlog. Each round was tested (typecheck + 1168/1168 vitest) before moving on. Round 1 — DB performance + AI cost visibility: - Add missing FK indexes Postgres doesn't auto-create on berth_reservations.{interest_id, contract_file_id}, documents.{file_id, signed_file_id}, document_events.signer_id, document_templates.source_file_id, form_submissions.{form_template_id, client_id}, document_sends.{brochure_id, brochure_version_id, sent_by_user_id}. Without these, RESTRICT-checks on parent delete + reverse-lookups walk the child tables fully. Migration 0037. - AI worker now writes one ai_usage_ledger row per OpenAI call so admins can audit spend per port/user/feature and future per-port budgets have history to read from. Failure to write is logged-not-thrown so the user-facing email draft is unaffected. Round 2 — Boot-time + transport hardening: - S3 backend verifies the bucket exists at startup (or auto-creates when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now surfaces with a clear boot error instead of a vague Minio error inside the first user-facing request. - Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx + network errors, fail-fast on 4xx. Stops one transient flake from leaving a document with a partial field set. - FilesystemBackend logs a structured warn-once at boot when the dev HMAC fallback is in effect, so two processes started with different BETTER_AUTH_SECRET values are observable (random 401s on file downloads otherwise). - Logger redact paths extended to cover *.headers.{authorization, cookie}, *.config.headers.authorization, encrypted-credential blobs (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso X-Documenso-Secret header, and 2-level nested forms. Round 3 — UI feedback + permission gates: - Storage admin migrate dialog: success toast with row count + error toast on both dryRun and migrate mutations. - Invoice detail Send + Record-payment buttons wrapped in PermissionGate (invoices.send / invoices.record_payment); both mutations now toast on success/error. - Admin user list Edit button wrapped in PermissionGate(admin.manage_users). - Scan-receipt page surfaces an amber warning when OCR fails so reps know they can fill the form manually instead of staring at a stalled spinner; the editable form now also opens on scanMutation.isError / uploadedFile, not only on success. - Email threads list now renders skeleton rows during load + shared EmptyState for the empty case (was a single "Loading…" line). Round 4 — Service / route correctness: - documentSends.sent_by_user_id was a free-text NOT NULL column with no FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row survives a user being hard-deleted. Migration 0038 with a defensive null-out for any orphan ids before attaching the constraint. - Saved-views route: documented why withAuth alone is correct (the service strictly filters by (portId, userId) — owner-only by design). - Public-interests audit log: replaced "userId: null as unknown as string" cast with userId: null; AuditLogParams already accepts null for system-generated events. - EOI in-app PDF fill: extracted setBerthRange() that, when the AcroForm field is missing AND the context has a non-empty range string, logs a structured warn so the deployment gap (live Documenso template needs the field) is observable instead of silently dropping the multi-berth range. Test status: 1168/1168 vitest. tsc clean. Two new migrations (0037/0038) need pnpm db:push (or migration apply) on the dev DB. Deferred-doc updated with the remaining open items (bigger refactors). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
toast.success('Payment recorded');
queryClient.invalidateQueries({ queryKey: ['invoices', invoiceId] });
queryClient.invalidateQueries({ queryKey: ['invoices'] });
},
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4) Working through the audit-v2 deferred backlog. Each round was tested (typecheck + 1168/1168 vitest) before moving on. Round 1 — DB performance + AI cost visibility: - Add missing FK indexes Postgres doesn't auto-create on berth_reservations.{interest_id, contract_file_id}, documents.{file_id, signed_file_id}, document_events.signer_id, document_templates.source_file_id, form_submissions.{form_template_id, client_id}, document_sends.{brochure_id, brochure_version_id, sent_by_user_id}. Without these, RESTRICT-checks on parent delete + reverse-lookups walk the child tables fully. Migration 0037. - AI worker now writes one ai_usage_ledger row per OpenAI call so admins can audit spend per port/user/feature and future per-port budgets have history to read from. Failure to write is logged-not-thrown so the user-facing email draft is unaffected. Round 2 — Boot-time + transport hardening: - S3 backend verifies the bucket exists at startup (or auto-creates when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now surfaces with a clear boot error instead of a vague Minio error inside the first user-facing request. - Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx + network errors, fail-fast on 4xx. Stops one transient flake from leaving a document with a partial field set. - FilesystemBackend logs a structured warn-once at boot when the dev HMAC fallback is in effect, so two processes started with different BETTER_AUTH_SECRET values are observable (random 401s on file downloads otherwise). - Logger redact paths extended to cover *.headers.{authorization, cookie}, *.config.headers.authorization, encrypted-credential blobs (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso X-Documenso-Secret header, and 2-level nested forms. Round 3 — UI feedback + permission gates: - Storage admin migrate dialog: success toast with row count + error toast on both dryRun and migrate mutations. - Invoice detail Send + Record-payment buttons wrapped in PermissionGate (invoices.send / invoices.record_payment); both mutations now toast on success/error. - Admin user list Edit button wrapped in PermissionGate(admin.manage_users). - Scan-receipt page surfaces an amber warning when OCR fails so reps know they can fill the form manually instead of staring at a stalled spinner; the editable form now also opens on scanMutation.isError / uploadedFile, not only on success. - Email threads list now renders skeleton rows during load + shared EmptyState for the empty case (was a single "Loading…" line). Round 4 — Service / route correctness: - documentSends.sent_by_user_id was a free-text NOT NULL column with no FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row survives a user being hard-deleted. Migration 0038 with a defensive null-out for any orphan ids before attaching the constraint. - Saved-views route: documented why withAuth alone is correct (the service strictly filters by (portId, userId) — owner-only by design). - Public-interests audit log: replaced "userId: null as unknown as string" cast with userId: null; AuditLogParams already accepts null for system-generated events. - EOI in-app PDF fill: extracted setBerthRange() that, when the AcroForm field is missing AND the context has a non-empty range string, logs a structured warn so the deployment gap (live Documenso template needs the field) is observable instead of silently dropping the multi-berth range. Test status: 1168/1168 vitest. tsc clean. Two new migrations (0037/0038) need pnpm db:push (or migration apply) on the dev DB. Deferred-doc updated with the remaining open items (bigger refactors). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
onError: (e) => toast.error(e instanceof Error ? e.message : 'Could not record payment'),
});
if (isLoading) {
return (
<div className="flex items-center justify-center p-12">
<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
);
}
if (error || !data?.data) {
return (
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
<div className="p-6 text-center text-muted-foreground">Failed to load invoice details.</div>
);
}
const invoice = data.data;
const statusColor = STATUS_COLORS[invoice.status] ?? STATUS_COLORS.draft;
return (
<div className="space-y-6">
{/* Header */}
<div className="rounded-xl border border-slate-200 bg-gradient-brand-soft px-5 py-4 shadow-xs flex items-center justify-between gap-4 flex-wrap">
<div className="min-w-0">
<div className="text-xs font-semibold uppercase tracking-wide text-brand">Invoice</div>
<div className="mt-1 flex items-center gap-3 flex-wrap">
<h1 className="truncate text-2xl font-bold tracking-tight text-foreground font-mono">
{invoice.invoiceNumber}
</h1>
<Badge variant="outline" className={`capitalize text-sm border ${statusColor}`}>
{invoice.status}
</Badge>
</div>
<p className="text-sm text-muted-foreground mt-1">{invoice.clientName}</p>
</div>
<div className="flex items-center gap-2">
{invoice.status === 'draft' && (
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4) Working through the audit-v2 deferred backlog. Each round was tested (typecheck + 1168/1168 vitest) before moving on. Round 1 — DB performance + AI cost visibility: - Add missing FK indexes Postgres doesn't auto-create on berth_reservations.{interest_id, contract_file_id}, documents.{file_id, signed_file_id}, document_events.signer_id, document_templates.source_file_id, form_submissions.{form_template_id, client_id}, document_sends.{brochure_id, brochure_version_id, sent_by_user_id}. Without these, RESTRICT-checks on parent delete + reverse-lookups walk the child tables fully. Migration 0037. - AI worker now writes one ai_usage_ledger row per OpenAI call so admins can audit spend per port/user/feature and future per-port budgets have history to read from. Failure to write is logged-not-thrown so the user-facing email draft is unaffected. Round 2 — Boot-time + transport hardening: - S3 backend verifies the bucket exists at startup (or auto-creates when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now surfaces with a clear boot error instead of a vague Minio error inside the first user-facing request. - Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx + network errors, fail-fast on 4xx. Stops one transient flake from leaving a document with a partial field set. - FilesystemBackend logs a structured warn-once at boot when the dev HMAC fallback is in effect, so two processes started with different BETTER_AUTH_SECRET values are observable (random 401s on file downloads otherwise). - Logger redact paths extended to cover *.headers.{authorization, cookie}, *.config.headers.authorization, encrypted-credential blobs (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso X-Documenso-Secret header, and 2-level nested forms. Round 3 — UI feedback + permission gates: - Storage admin migrate dialog: success toast with row count + error toast on both dryRun and migrate mutations. - Invoice detail Send + Record-payment buttons wrapped in PermissionGate (invoices.send / invoices.record_payment); both mutations now toast on success/error. - Admin user list Edit button wrapped in PermissionGate(admin.manage_users). - Scan-receipt page surfaces an amber warning when OCR fails so reps know they can fill the form manually instead of staring at a stalled spinner; the editable form now also opens on scanMutation.isError / uploadedFile, not only on success. - Email threads list now renders skeleton rows during load + shared EmptyState for the empty case (was a single "Loading…" line). Round 4 — Service / route correctness: - documentSends.sent_by_user_id was a free-text NOT NULL column with no FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row survives a user being hard-deleted. Migration 0038 with a defensive null-out for any orphan ids before attaching the constraint. - Saved-views route: documented why withAuth alone is correct (the service strictly filters by (portId, userId) — owner-only by design). - Public-interests audit log: replaced "userId: null as unknown as string" cast with userId: null; AuditLogParams already accepts null for system-generated events. - EOI in-app PDF fill: extracted setBerthRange() that, when the AcroForm field is missing AND the context has a non-empty range string, logs a structured warn so the deployment gap (live Documenso template needs the field) is observable instead of silently dropping the multi-berth range. Test status: 1168/1168 vitest. tsc clean. Two new migrations (0037/0038) need pnpm db:push (or migration apply) on the dev DB. Deferred-doc updated with the remaining open items (bigger refactors). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
<PermissionGate resource="invoices" action="send">
<Button
variant="outline"
size="sm"
onClick={() => sendMutation.mutate()}
disabled={sendMutation.isPending}
>
{sendMutation.isPending ? (
<Loader2 className="mr-1.5 h-4 w-4 animate-spin" />
) : (
<Send className="mr-1.5 h-4 w-4" />
)}
Send Invoice
</Button>
</PermissionGate>
)}
</div>
</div>
<Tabs value={tab} onValueChange={setTab}>
<TabsList>
<TabsTrigger value="overview">Overview</TabsTrigger>
<TabsTrigger value="expenses">Linked Expenses</TabsTrigger>
<TabsTrigger value="pdf">PDF Preview</TabsTrigger>
<TabsTrigger value="payment">Payment</TabsTrigger>
</TabsList>
{/* Overview */}
<TabsContent value="overview" className="space-y-4 pt-4">
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Total</CardTitle>
</CardHeader>
<CardContent>
<p className="text-2xl font-bold tabular-nums">
{Number(invoice.total).toLocaleString('en-US', {
minimumFractionDigits: 2,
maximumFractionDigits: 2,
})}{' '}
{invoice.currency}
</p>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Due Date</CardTitle>
</CardHeader>
<CardContent>
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
<p className="text-sm">{formatDateOnly(invoice.dueDate)}</p>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Payment Terms</CardTitle>
</CardHeader>
<CardContent>
<p className="text-sm capitalize">{invoice.paymentTerms}</p>
</CardContent>
</Card>
</div>
{/* Line items */}
{invoice.lineItems && invoice.lineItems.length > 0 && (
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Line Items</CardTitle>
</CardHeader>
<CardContent>
<div className="space-y-2">
<div className="grid grid-cols-12 gap-2 text-xs font-medium text-muted-foreground border-b pb-2">
<span className="col-span-6">Description</span>
<span className="col-span-2 text-right">Qty</span>
<span className="col-span-2 text-right">Unit Price</span>
<span className="col-span-2 text-right">Total</span>
</div>
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
{(invoice.lineItems as any[]).map((li) => (
<div key={li.id} className="grid grid-cols-12 gap-2 text-sm">
<span className="col-span-6">{li.description}</span>
<span className="col-span-2 text-right tabular-nums">{li.quantity}</span>
<span className="col-span-2 text-right tabular-nums">
{Number(li.unitPrice).toFixed(2)}
</span>
<span className="col-span-2 text-right tabular-nums font-medium">
{Number(li.total).toFixed(2)}
</span>
</div>
))}
</div>
{/* Totals */}
<div className="mt-4 border-t pt-4 space-y-1 text-sm">
<div className="flex justify-between">
<span className="text-muted-foreground">Subtotal</span>
<span className="tabular-nums">
{Number(invoice.subtotal).toFixed(2)} {invoice.currency}
</span>
</div>
{Number(invoice.discountAmount) > 0 && (
<div className="flex justify-between text-green-600">
<span>Discount ({invoice.discountPct}%)</span>
<span className="tabular-nums">
-{Number(invoice.discountAmount).toFixed(2)} {invoice.currency}
</span>
</div>
)}
{Number(invoice.feeAmount) > 0 && (
<div className="flex justify-between">
<span className="text-muted-foreground">Fee ({invoice.feePct}%)</span>
<span className="tabular-nums">
+{Number(invoice.feeAmount).toFixed(2)} {invoice.currency}
</span>
</div>
)}
<div className="flex justify-between font-semibold border-t pt-2">
<span>Total</span>
<span className="tabular-nums">
{Number(invoice.total).toFixed(2)} {invoice.currency}
</span>
</div>
</div>
</CardContent>
</Card>
)}
{invoice.notes && (
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Notes</CardTitle>
</CardHeader>
<CardContent>
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
<p className="text-sm text-muted-foreground whitespace-pre-wrap">{invoice.notes}</p>
</CardContent>
</Card>
)}
</TabsContent>
{/* Linked Expenses */}
<TabsContent value="expenses" className="pt-4">
{invoice.linkedExpenses && invoice.linkedExpenses.length > 0 ? (
<div className="space-y-2">
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
{(invoice.linkedExpenses as any[]).map((exp) => (
<div
key={exp.id}
className="flex items-center justify-between p-3 border rounded-md text-sm"
>
<div>
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
<p className="font-medium">{exp.establishmentName ?? 'Unnamed Expense'}</p>
<p className="text-muted-foreground text-xs">
{exp.category ?? '-'} &middot; {exp.expenseDate}
</p>
</div>
<span className="font-medium tabular-nums">
{Number(exp.amount).toFixed(2)} {exp.currency}
</span>
</div>
))}
</div>
) : (
<p className="text-sm text-muted-foreground py-6 text-center">
No expenses linked to this invoice.
</p>
)}
</TabsContent>
{/* PDF Preview */}
<TabsContent value="pdf" className="pt-4">
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
<InvoicePdfPreview invoiceId={invoiceId} pdfFileId={invoice.pdfFileId} />
</TabsContent>
{/* Payment */}
<TabsContent value="payment" className="pt-4">
{invoice.status === 'paid' ? (
<Card>
<CardContent className="pt-6 space-y-3 text-sm">
<div className="flex items-center gap-2">
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
<Badge variant="outline" className="bg-green-100 text-green-700 border-green-200">
Paid
</Badge>
</div>
<div className="grid grid-cols-2 gap-4">
<div>
<span className="text-muted-foreground">Payment Date</span>
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
<p className="mt-0.5">{formatDateOnly(invoice.paymentDate)}</p>
</div>
<div>
<span className="text-muted-foreground">Method</span>
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
<p className="mt-0.5">{formatPaymentMethod(invoice.paymentMethod)}</p>
</div>
<div>
<span className="text-muted-foreground">Reference</span>
<p className="mt-0.5">{invoice.paymentReference ?? '-'}</p>
</div>
</div>
</CardContent>
</Card>
) : (
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4) Working through the audit-v2 deferred backlog. Each round was tested (typecheck + 1168/1168 vitest) before moving on. Round 1 — DB performance + AI cost visibility: - Add missing FK indexes Postgres doesn't auto-create on berth_reservations.{interest_id, contract_file_id}, documents.{file_id, signed_file_id}, document_events.signer_id, document_templates.source_file_id, form_submissions.{form_template_id, client_id}, document_sends.{brochure_id, brochure_version_id, sent_by_user_id}. Without these, RESTRICT-checks on parent delete + reverse-lookups walk the child tables fully. Migration 0037. - AI worker now writes one ai_usage_ledger row per OpenAI call so admins can audit spend per port/user/feature and future per-port budgets have history to read from. Failure to write is logged-not-thrown so the user-facing email draft is unaffected. Round 2 — Boot-time + transport hardening: - S3 backend verifies the bucket exists at startup (or auto-creates when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now surfaces with a clear boot error instead of a vague Minio error inside the first user-facing request. - Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx + network errors, fail-fast on 4xx. Stops one transient flake from leaving a document with a partial field set. - FilesystemBackend logs a structured warn-once at boot when the dev HMAC fallback is in effect, so two processes started with different BETTER_AUTH_SECRET values are observable (random 401s on file downloads otherwise). - Logger redact paths extended to cover *.headers.{authorization, cookie}, *.config.headers.authorization, encrypted-credential blobs (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso X-Documenso-Secret header, and 2-level nested forms. Round 3 — UI feedback + permission gates: - Storage admin migrate dialog: success toast with row count + error toast on both dryRun and migrate mutations. - Invoice detail Send + Record-payment buttons wrapped in PermissionGate (invoices.send / invoices.record_payment); both mutations now toast on success/error. - Admin user list Edit button wrapped in PermissionGate(admin.manage_users). - Scan-receipt page surfaces an amber warning when OCR fails so reps know they can fill the form manually instead of staring at a stalled spinner; the editable form now also opens on scanMutation.isError / uploadedFile, not only on success. - Email threads list now renders skeleton rows during load + shared EmptyState for the empty case (was a single "Loading…" line). Round 4 — Service / route correctness: - documentSends.sent_by_user_id was a free-text NOT NULL column with no FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row survives a user being hard-deleted. Migration 0038 with a defensive null-out for any orphan ids before attaching the constraint. - Saved-views route: documented why withAuth alone is correct (the service strictly filters by (portId, userId) — owner-only by design). - Public-interests audit log: replaced "userId: null as unknown as string" cast with userId: null; AuditLogParams already accepts null for system-generated events. - EOI in-app PDF fill: extracted setBerthRange() that, when the AcroForm field is missing AND the context has a non-empty range string, logs a structured warn so the deployment gap (live Documenso template needs the field) is observable instead of silently dropping the multi-berth range. Test status: 1168/1168 vitest. tsc clean. Two new migrations (0037/0038) need pnpm db:push (or migration apply) on the dev DB. Deferred-doc updated with the remaining open items (bigger refactors). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
<PermissionGate resource="invoices" action="record_payment">
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Record Payment</CardTitle>
</CardHeader>
<CardContent>
<form
onSubmit={paymentForm.handleSubmit((values) => paymentMutation.mutate(values))}
className="space-y-4"
>
<div className="space-y-1">
<Label htmlFor="paymentDate">Payment Date</Label>
<Input
id="paymentDate"
type="date"
{...paymentForm.register('paymentDate')}
/>
{paymentForm.formState.errors.paymentDate && (
<p className="text-xs text-destructive">
{paymentForm.formState.errors.paymentDate.message}
</p>
)}
</div>
<div className="space-y-1">
<Label htmlFor="paymentMethod">Payment Method</Label>
<Select
value={paymentForm.watch('paymentMethod') ?? ''}
onValueChange={(v) =>
paymentForm.setValue('paymentMethod', v, { shouldValidate: true })
}
>
<SelectTrigger id="paymentMethod">
<SelectValue placeholder="Select a method" />
</SelectTrigger>
<SelectContent>
{PAYMENT_METHOD_OPTIONS.map((opt) => (
<SelectItem key={opt.value} value={opt.value}>
{opt.label}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="space-y-1">
<Label htmlFor="paymentReference">Reference / Transaction ID</Label>
<Input
id="paymentReference"
placeholder="Optional reference"
{...paymentForm.register('paymentReference')}
/>
</div>
<Button type="submit" disabled={paymentMutation.isPending}>
{paymentMutation.isPending ? (
<Loader2 className="mr-1.5 h-4 w-4 animate-spin" />
) : (
<CreditCard className="mr-1.5 h-4 w-4" />
)}
Mark as Paid
</Button>
</form>
</CardContent>
</Card>
</PermissionGate>
)}
</TabsContent>
</Tabs>
</div>
);
}