Files
pn-new-crm/src/lib/services/port-config.ts

657 lines
29 KiB
TypeScript
Raw Normal View History

feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
/**
* Typed accessors for port-level configuration with env-fallback.
*
* Settings are stored in the `system_settings` table keyed by (key, portId).
* The functions in this module resolve a port's effective configuration for
* a given domain (email, Documenso, branding, reminders) by reading the
* port-scoped row first, falling back to the global row, and finally to the
* env var when neither is set.
*/
import { env } from '@/lib/env';
import { normalizeBrandingUrl } from '@/lib/branding/url';
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
import { getSetting } from '@/lib/services/settings.service';
// ─── Setting key constants ───────────────────────────────────────────────────
export const SETTING_KEYS = {
// Email
emailFromName: 'email_from_name',
emailFromAddress: 'email_from_address',
emailReplyTo: 'email_reply_to',
feat(post-audit): Phase 1.3 + 1.4 + Phase 2 signals + pulse admin Phase 1.3 — signing-invitation role copy - Order-agnostic phrasing (was assuming client→developer→approver order; ports configure any sequence so the "client has already signed" assumption was brittle). - Explicit developer-role branch + safe default for unknown roles. Phase 1.4 — supplemental form per-port URL - New supplemental_form_url registry entry (email.from section). - Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl. - /api/v1/interests/[id]/supplemental-info-request resolves the link via per-port URL when set, falls back to /public/supplemental-info/<token> CRM route when blank. Phase 2 — deal-pulse signal expansion + admin config - Compute function gains: - +5 eoi_sent_recent (≤14d) — was previously invisible - +15 deposit_received — strongest near-commit signal - +10 contract_signed — closed-loop reinforcement until outcome flips - -25 document_declined — strongest cooling signal - -20 reservation_cancelled — booked-then-cancelled warning - -30 berth_sold_to_other — primary berth lost to another deal - Each signal honours optional per-port `signal_<id>_enabled` toggle. - Registry adds master toggle (pulse_enabled), per-signal toggles, and per-port label overrides (Hot/Warm/Cold rename). - New /admin/pulse page mounted via RegistryDrivenForm. - AdminSectionsBrowser entry under Configuration. Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other) needs follow-up: requires either schema timestamps on interests or derivation from event tables. Master plan §B captures the gap. Tests: 1374/1374 passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 14:57:55 +02:00
// §1.4: optional per-port URL that the supplemental-info email links
// to (typically the marketing site's hosted form). When blank, the
// built-in CRM route `/public/supplemental-info/<token>` is used.
supplementalFormUrl: 'supplemental_form_url',
// email_signature_html / email_footer_html - removed; the email shell
// reads branding_email_header_html / branding_email_footer_html from
// /admin/branding, which is the source of truth.
emailAllowPersonalAccountSends: 'email_allow_personal_account_sends',
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
smtpHostOverride: 'smtp_host_override',
smtpPortOverride: 'smtp_port_override',
smtpUserOverride: 'smtp_user_override',
smtpPassOverride: 'smtp_pass_override',
// Documenso / EOI
documensoApiUrlOverride: 'documenso_api_url_override',
documensoApiKeyOverride: 'documenso_api_key_override',
documensoApiVersionOverride: 'documenso_api_version_override',
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
documensoEoiTemplateId: 'documenso_eoi_template_id',
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 19:52:58 +02:00
// Documenso template recipient slot IDs are per-Documenso-instance
// numeric values, so they have to follow the per-port template config.
// Falling back to env keeps single-tenant deploys working.
documensoClientRecipientId: 'documenso_client_recipient_id',
documensoDeveloperRecipientId: 'documenso_developer_recipient_id',
documensoApprovalRecipientId: 'documenso_approval_recipient_id',
// Per-port Documenso webhook secret - two ports pointed at different
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret Final audit polish — closes the remaining LOW + MED items the previous tiers didn't reach: * Validation hardening: me.preferences uses .strict() + 8KB cap instead of unbounded .passthrough(); files.uploadFile gains magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan endpoint enforces 10MB cap + magic-byte check on receipt images; port logoUrl + me.avatarUrl reject javascript:/data: schemes via a shared httpUrl refinement. * Permission gates: document-sends/{brochure,berth-pdf} now require email.send (was withAuth-only); document-sends/{preview,list} on email.view; ai/email-draft on email.send; documents/[id]/send uses send_for_signing (was create); expenses/export/parent-company flips from hard isSuperAdmin to expenses.export for parity; admin/users/options gated on reminders.assign_others (was withAuth). * Envelope hygiene: auth/set-password switches the third {message} variant to errorResponse + {data: {email}}; ai/email-draft wraps jobId in {data: {jobId}}. * UI polish: reports-list.handleDownload surfaces failures via toastError (was console-only). * Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles + packageManager field in package.json; Dockerfile.worker re-orders user creation BEFORE pnpm install so node_modules / .cache dirs are worker-owned (fixes tesseract.js + sharp EACCES at first PDF parse); add Redis-ping HEALTHCHECK to the worker container. * Public health endpoint: returns full env+appUrl payload only when the caller presents X-Intake-Secret, otherwise a minimal {status} so generic uptime monitors still work but anonymous internet doesn't get deployment fingerprints. * Per-port Documenso webhook secret: new system_settings key + listDocumensoWebhookSecrets() helper. The webhook receiver iterates every configured per-port secret with timing-safe comparison + falls back to env, then forwards the resolved portId into handleDocumentExpired so two ports sharing a documensoId cannot cross-mutate. Deferred (handled in dedicated follow-up PRs): * Tier 5.1 — direct service tests for portal-auth / users / email-accounts / document-sends / sales-email-config. MED, large test-writing scope. * The {ok: true} → {data: null} envelope migration across alerts/expenses/admin-ocr-settings/storage routes. Mechanical but needs coordinated client + test updates. * CSP-nonce migration (drop unsafe-inline) — needs middleware-level nonce generation that the Next 15 router has to thread through. * Idempotency-Key header on Documenso createDocument. Requires schema column on documents to persist the key; deferred so it doesn't bundle a migration into this commit. * The 16 better-auth user_id FKs — separate dedicated migration with care (some columns are NOT NULL today and cascade decisions matter). * PermissionGate / Skeleton / EmptyState wraps across 5 admin lists (auditor-H §§36–37) and the residential-clients filter bar. Test status: 1175/1175 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43 + HIGH §9 (Documenso secrets follow-up). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:03:31 +02:00
// Documenso instances cannot share the global env secret. The receiver
// resolves the matching port by trying each enabled secret with a
// timing-safe comparison.
documensoWebhookSecret: 'documenso_webhook_secret',
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
eoiDefaultPathway: 'eoi_default_pathway',
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
// Identity of the developer + approver that the template's static
// recipient slots get filled with. Old system hardcoded these
// (David Mizrahi, Abbie May @ portnimara.com) but multi-port deploys
// need per-port values. Falls back to env or "" if neither set.
documensoDeveloperName: 'documenso_developer_name',
documensoDeveloperEmail: 'documenso_developer_email',
documensoApproverName: 'documenso_approver_name',
documensoApproverEmail: 'documenso_approver_email',
// Optional CRM-user binding for the developer + approver slots.
// When set, the per-port admin UI shows "Linked to <user>" and
// the webhook handler can match the Documenso developer signer
// against this user's email for in-CRM signing-status updates.
// Plan Phase 7 (Project Director RBAC). Stored as the user.id.
documensoDeveloperUserId: 'documenso_developer_user_id',
documensoApproverUserId: 'documenso_approver_user_id',
// Display labels for the developer + approver slots, used in
// email subjects + signer-progress UI ("Your Project Director,
// Marie, has signed…"). Defaults to "Developer" / "Approver".
documensoDeveloperLabel: 'documenso_developer_label',
documensoApproverLabel: 'documenso_approver_label',
// Sending behavior for the initial "please sign" invitation email
// after a document is generated. 'auto' = our branded email goes
// out immediately; 'manual' = doc generated, signing URL shown in
// UI, rep clicks a Send button to dispatch. Per-port so different
// ports can default to different rep workflows.
eoiSendMode: 'eoi_send_mode',
// Public-facing host where embedded signing pages live. Used to
// transform raw Documenso signing URLs into branded
// {host}/sign/<type>/<token> URLs that go in our outbound emails.
// Falls back to APP_URL when unset.
embeddedSigningHost: 'embedded_signing_host',
// Documenso template IDs for contract / reservation if the port
// uses templates rather than per-deal uploads. Optional.
documensoContractTemplateId: 'documenso_contract_template_id',
documensoReservationTemplateId: 'documenso_reservation_template_id',
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
// v2-only: PARALLEL (default) or SEQUENTIAL signing-order enforcement on
// multi-recipient envelopes. When SEQUENTIAL is set + apiVersion=v2,
// Documenso refuses to email recipient N+1 until recipient N has signed.
// Ignored entirely on v1 instances.
documensoSigningOrder: 'documenso_signing_order',
// v2-only override of the post-signing redirect URL set on documentMeta.
feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish Critical data-correctness fixes - external-eoi.service: stage-advance list rewritten against canonical 7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so EOI uploads from 'qualified' silently skipped the stage flip. Now also writes eoiDocStatus='signed' alongside eoiStatus='signed'. - public-interest.service + api/public/interests/route: pipelineStage 'open' → 'enquiry' for new public interests. - interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker comments updated. - Display fallbacks canonicalized: dashboard.service, dashboard-report-data, pdf/templates/{interest,client}-summary, interest-picker, timeline route all route through canonicalizeStage / stageLabelFor. Multi-berth interest label sweep - New helper src/lib/templates/interest-berth-label.ts with 9 unit tests (deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments, falls back to 'first + N more'). - New batched aggregator getAllBerthMooringsForInterests on the interest-berths service. - BoardInterestRow + listInterests + getInterest extended with berthMoorings: string[]. - Swept render sites: interest-detail-header, pipeline-card + pipeline-column (kanban), interest-columns (list), interest-card, interest-detail (breadcrumb), client-pipeline-summary + client-interests-tab, yacht-tabs, shared interest-picker. - PDF report "New interests (in period)" Source column → Berth column. Dashboard PDF report fixes - Hardcoded EUR → reads ports.default_currency once at the top of resolveDashboardReportData. Falls back to USD. - 'maintenance' berth-status bucket removed everywhere (wasn't in canonical BERTH_STATUSES); cleaned from dashboard.service, dashboard-report-data, occupancy-report, berth-status-chart, fixture. - Berth demand ranking: dropped placeholder Tier column (resolver hardcoded 'A' — heat-tier never plumbed through). - Deal pulse distribution: tier values capitalized (hot → Hot etc.). - Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing "Validation failed" when all sections checked). - Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no more 2-line wraps on "needs date range"); accepts initialRange?: DateRange so the dashboard's active range pre-fills dateFrom/dateTo via rangeToBounds. Interest banner overcounts fix - interest-berth-status-banner: filters out self-caused under-offer berths (where the only active deal touching the berth IS this same interest). Waits for all competing-queries before committing the count. Was showing "3 berths unavailable" when only 1 actually had a competitor. Sessions list ordering - sessions-list: client-side sort by lastAt desc + displays lastAt instead of firstAt so visible timestamp matches the sort key. Audit log polish - Details button: side Sheet → Popover anchored to the button (in-place inline dropdown). Works with the virtualized table. - From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3. EntityFolderView (Documents Hub entity view) - Per-row Download button (hover-reveal icon). - File-type icon prefix + tighter row layout. - Per-row interest-berth badge: files.ts attaches interestBerthLabel via one batched getAllBerthMooringsForInterests call across all groups. AggregatedFile type + EntityFolderView render the badge linking back to the parent interest. External EOI upload dialog - Title input pre-fills from the derived default via controlled displayTitle = title || defaultTitle (no setState-in-effect). EOI Generate dialog - Success toast on mutation success. - Primary berth's "Include in EOI" checkbox is now forced-on + disabled with tooltip: the primary IS the canonical "berth for this deal", excluding it is semantically nonsense. Primary berth must always be in EOI bundle (service + backfill) - interest-berths.service: insert path forces is_in_eoi_bundle=true whenever is_primary=true; update path coerces back to true when the caller tries to set false on a primary. Backfilled 7 existing rows. Documenso redirect URL fallback - port-config getPortDocumensoConfig: resolution chain extended to documenso_redirect_url → public_site_url → null. Operators with public_site_url configured (most ports) now get sensible signer landing without setting two settings. World-map click → navigate - website-analytics-shell: country click navigates to the nationality- filtered Clients page via router.push instead of copying a URL to clipboard. Documents Hub: subfolder grid in main panel - Subfolder cards rendered above the documents list when the current folder has children. Lets reps drill into subfolders from the main content area, not only via the sidebar tree. Interest list initial sort - usePaginatedQuery gains initialSort option (used when URL has no sort param). Interest list passes updatedAt desc so the table header surfaces the active sort visibly + most-recently-added/edited bubble to the top. Interest auto-assign on create - interests.service createInterest: three-tier owner resolution chain — explicit input → port's default_new_interest_owner setting → creator (when not super-admin). Super-admins skipped since they often create on behalf of other reps. Backfills - 12 interests with eoi_status='signed' + missing eoi_doc_status='signed' aligned. - 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false flipped to true. Verified - pnpm tsc --noEmit: clean - pnpm exec vitest run: 1463 / 1463 passed Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md across all 4 buckets, including two OPEN QUESTIONS (Reservations module re-imagine, Reports dedicated page promotion). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
// Resolver chain: explicit override -> port's public_site_url -> null
// (let Documenso use its own default). Lets signers land on the port's
// marketing site by default without each admin having to configure two
// settings.
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
documensoRedirectUrl: 'documenso_redirect_url',
feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish Critical data-correctness fixes - external-eoi.service: stage-advance list rewritten against canonical 7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so EOI uploads from 'qualified' silently skipped the stage flip. Now also writes eoiDocStatus='signed' alongside eoiStatus='signed'. - public-interest.service + api/public/interests/route: pipelineStage 'open' → 'enquiry' for new public interests. - interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker comments updated. - Display fallbacks canonicalized: dashboard.service, dashboard-report-data, pdf/templates/{interest,client}-summary, interest-picker, timeline route all route through canonicalizeStage / stageLabelFor. Multi-berth interest label sweep - New helper src/lib/templates/interest-berth-label.ts with 9 unit tests (deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments, falls back to 'first + N more'). - New batched aggregator getAllBerthMooringsForInterests on the interest-berths service. - BoardInterestRow + listInterests + getInterest extended with berthMoorings: string[]. - Swept render sites: interest-detail-header, pipeline-card + pipeline-column (kanban), interest-columns (list), interest-card, interest-detail (breadcrumb), client-pipeline-summary + client-interests-tab, yacht-tabs, shared interest-picker. - PDF report "New interests (in period)" Source column → Berth column. Dashboard PDF report fixes - Hardcoded EUR → reads ports.default_currency once at the top of resolveDashboardReportData. Falls back to USD. - 'maintenance' berth-status bucket removed everywhere (wasn't in canonical BERTH_STATUSES); cleaned from dashboard.service, dashboard-report-data, occupancy-report, berth-status-chart, fixture. - Berth demand ranking: dropped placeholder Tier column (resolver hardcoded 'A' — heat-tier never plumbed through). - Deal pulse distribution: tier values capitalized (hot → Hot etc.). - Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing "Validation failed" when all sections checked). - Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no more 2-line wraps on "needs date range"); accepts initialRange?: DateRange so the dashboard's active range pre-fills dateFrom/dateTo via rangeToBounds. Interest banner overcounts fix - interest-berth-status-banner: filters out self-caused under-offer berths (where the only active deal touching the berth IS this same interest). Waits for all competing-queries before committing the count. Was showing "3 berths unavailable" when only 1 actually had a competitor. Sessions list ordering - sessions-list: client-side sort by lastAt desc + displays lastAt instead of firstAt so visible timestamp matches the sort key. Audit log polish - Details button: side Sheet → Popover anchored to the button (in-place inline dropdown). Works with the virtualized table. - From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3. EntityFolderView (Documents Hub entity view) - Per-row Download button (hover-reveal icon). - File-type icon prefix + tighter row layout. - Per-row interest-berth badge: files.ts attaches interestBerthLabel via one batched getAllBerthMooringsForInterests call across all groups. AggregatedFile type + EntityFolderView render the badge linking back to the parent interest. External EOI upload dialog - Title input pre-fills from the derived default via controlled displayTitle = title || defaultTitle (no setState-in-effect). EOI Generate dialog - Success toast on mutation success. - Primary berth's "Include in EOI" checkbox is now forced-on + disabled with tooltip: the primary IS the canonical "berth for this deal", excluding it is semantically nonsense. Primary berth must always be in EOI bundle (service + backfill) - interest-berths.service: insert path forces is_in_eoi_bundle=true whenever is_primary=true; update path coerces back to true when the caller tries to set false on a primary. Backfilled 7 existing rows. Documenso redirect URL fallback - port-config getPortDocumensoConfig: resolution chain extended to documenso_redirect_url → public_site_url → null. Operators with public_site_url configured (most ports) now get sensible signer landing without setting two settings. World-map click → navigate - website-analytics-shell: country click navigates to the nationality- filtered Clients page via router.push instead of copying a URL to clipboard. Documents Hub: subfolder grid in main panel - Subfolder cards rendered above the documents list when the current folder has children. Lets reps drill into subfolders from the main content area, not only via the sidebar tree. Interest list initial sort - usePaginatedQuery gains initialSort option (used when URL has no sort param). Interest list passes updatedAt desc so the table header surfaces the active sort visibly + most-recently-added/edited bubble to the top. Interest auto-assign on create - interests.service createInterest: three-tier owner resolution chain — explicit input → port's default_new_interest_owner setting → creator (when not super-admin). Super-admins skipped since they often create on behalf of other reps. Backfills - 12 interests with eoi_status='signed' + missing eoi_doc_status='signed' aligned. - 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false flipped to true. Verified - pnpm tsc --noEmit: clean - pnpm exec vitest run: 1463 / 1463 passed Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md across all 4 buckets, including two OPEN QUESTIONS (Reservations module re-imagine, Reports dedicated page promotion). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
// Per-port public marketing-site URL. Used by signing-redirect
// fallback, email CTAs, and some templates.
publicSiteUrl: 'public_site_url',
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
// Branding
brandingLogoUrl: 'branding_logo_url',
brandingPrimaryColor: 'branding_primary_color',
brandingAppName: 'branding_app_name',
brandingEmailHeaderHtml: 'branding_email_header_html',
brandingEmailFooterHtml: 'branding_email_footer_html',
// Phase 5: per-port background image (the blurred overhead photo
// shown behind the white card in every transactional email + the
// branded auth shell). Defaults to the Port Nimara overhead photo
// when blank.
brandingEmailBackgroundUrl: 'branding_email_background_url',
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
// Reminders (port-level defaults)
reminderDefaultDays: 'reminder_default_days',
reminderDefaultEnabled: 'reminder_default_enabled',
reminderDigestEnabled: 'reminder_digest_enabled',
reminderDigestTime: 'reminder_digest_time',
reminderDigestTimezone: 'reminder_digest_timezone',
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
// Berths
berthsDefaultCurrency: 'berths_default_currency',
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
// Pipeline auto-advance - per-trigger mode (auto | suggest | off).
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
// Stored as a single JSON blob keyed by trigger name so the admin UI
// edits/saves the full map atomically. Defaults applied in
// `getStageAdvanceMode` - aggressive defaults match the conventional
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
// CRM behaviour (EOI signed → reservation auto-advances).
stageAdvanceRules: 'stage_advance_rules',
feat(uat-batch): Group I — Residential parity (4 ships) I34–I37 from the 2026-05-21 plan. Shipped: I34 Residential client header layout parity. Email / Call / WhatsApp action buttons mirror the main ClientDetailHeader. WhatsApp number resolves from phoneE164 (preferred) or strips the free-text phone to digits. Header surfaces "Linked to main client" chip when the auto-link matcher (I37) finds a counterpart in the main CRM. I35 Residential interests list rebuilt for parity with the main InterestList. New ResidentialInterestCard + getResidentialInterestColumns + residentialInterestFilter- Definitions; the list page drives DataTable + FilterBar + ColumnPicker + SavedViewsDropdown + bulkActions. List endpoint validator widened to accept pipelineStage as a string OR string[] and added a source filter. Service post- fetches client names via a single IN-list lookup so the table renders fullName in column 1 without N+1. New /api/v1/residential/interests/bulk supports change_stage + archive (100-id cap). Kanban view deferred. I36 Residential inquiries auto-forward to partner email(s). New registry entry residential_partner_recipients (comma- separated) under section residential.partner. createResidentialInterest fires forwardResidentialInquiryToPartner after the row lands. Helper uses the same branded shell other transactional emails use. Failures log + never block create. The /admin/residential-stages page picks up a registry-driven card so admins manage recipients alongside stages. I37 Auto-link residential ↔ main client. Migration 0080 adds residential_clients.linked_client_id (nullable FK, SET NULL on cascade) + partial index. New findAndLinkMatchingMainClient service matches by email first (case-insensitive client_contacts lookup) then by E.164 phone. First exact match wins. Fires fire-and-forget from createResidentialClient. Header surfaces the link via a "Linked to main client" chip. Backfill script + reverse-direction link from main ClientDetailHeader stay as follow-ups. Verified: tsc clean, vitest 1454/1454, migration applied. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:57:19 +02:00
// Residential partner-forwarding recipients - comma-separated emails
feat(uat-batch): Group I — Residential parity (4 ships) I34–I37 from the 2026-05-21 plan. Shipped: I34 Residential client header layout parity. Email / Call / WhatsApp action buttons mirror the main ClientDetailHeader. WhatsApp number resolves from phoneE164 (preferred) or strips the free-text phone to digits. Header surfaces "Linked to main client" chip when the auto-link matcher (I37) finds a counterpart in the main CRM. I35 Residential interests list rebuilt for parity with the main InterestList. New ResidentialInterestCard + getResidentialInterestColumns + residentialInterestFilter- Definitions; the list page drives DataTable + FilterBar + ColumnPicker + SavedViewsDropdown + bulkActions. List endpoint validator widened to accept pipelineStage as a string OR string[] and added a source filter. Service post- fetches client names via a single IN-list lookup so the table renders fullName in column 1 without N+1. New /api/v1/residential/interests/bulk supports change_stage + archive (100-id cap). Kanban view deferred. I36 Residential inquiries auto-forward to partner email(s). New registry entry residential_partner_recipients (comma- separated) under section residential.partner. createResidentialInterest fires forwardResidentialInquiryToPartner after the row lands. Helper uses the same branded shell other transactional emails use. Failures log + never block create. The /admin/residential-stages page picks up a registry-driven card so admins manage recipients alongside stages. I37 Auto-link residential ↔ main client. Migration 0080 adds residential_clients.linked_client_id (nullable FK, SET NULL on cascade) + partial index. New findAndLinkMatchingMainClient service matches by email first (case-insensitive client_contacts lookup) then by E.164 phone. First exact match wins. Fires fire-and-forget from createResidentialClient. Header surfaces the link via a "Linked to main client" chip. Backfill script + reverse-direction link from main ClientDetailHeader stay as follow-ups. Verified: tsc clean, vitest 1454/1454, migration applied. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:57:19 +02:00
// that receive a courtesy notification on every new residential
// inquiry. Blank disables. See createResidentialInterest +
// forwardResidentialInquiryToPartner for usage.
residentialPartnerRecipients: 'residential_partner_recipients',
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
} as const;
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
// ─── Stage auto-advance ──────────────────────────────────────────────────────
export type StageAdvanceMode = 'auto' | 'suggest' | 'off';
/**
* Stage transitions that callers can gate through the admin's
* `stage_advance_rules` setting. Keys are the trigger names already
* used by the rules engine (`berth-rules-engine.ts`) - keeping them in
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
* sync lets a single admin toggle drive both side-effects (berth status)
* and stage moves.
*/
export type StageAdvanceTrigger =
| 'eoi_sent'
| 'eoi_signed'
| 'reservation_signed'
| 'deposit_received'
| 'contract_signed';
const STAGE_ADVANCE_DEFAULTS: Record<StageAdvanceTrigger, StageAdvanceMode> = {
// Sending the EOI is the moment the deal formally enters the document-
// signing pursuit phase - auto-advance so the kanban tracks reality
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
// without a rep having to click.
eoi_sent: 'auto',
// EOI signed = formal commitment to proceed → advance to reservation.
eoi_signed: 'auto',
// Reservation signed = the deal is now under contract pursuit.
reservation_signed: 'auto',
// Deposit received = monies in, deal is committed; the next milestone
// is contract sign-off.
deposit_received: 'auto',
contract_signed: 'auto',
};
/**
* Resolve the auto-advance mode for a single trigger on a port.
* Reads `stage_advance_rules` (a JSON object keyed by trigger name) and
* falls back to the platform default when the port hasn't overridden.
*/
export async function getStageAdvanceMode(
portId: string,
trigger: StageAdvanceTrigger,
): Promise<StageAdvanceMode> {
const raw = await readSetting<Record<string, StageAdvanceMode>>(
SETTING_KEYS.stageAdvanceRules,
portId,
);
const mode = raw?.[trigger];
if (mode === 'auto' || mode === 'suggest' || mode === 'off') return mode;
return STAGE_ADVANCE_DEFAULTS[trigger];
}
export function getStageAdvanceDefaults(): Record<StageAdvanceTrigger, StageAdvanceMode> {
return { ...STAGE_ADVANCE_DEFAULTS };
}
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
// ─── Helper ──────────────────────────────────────────────────────────────────
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
/**
* Resolves a port-scoped setting through the registry-aware resolver, which
* applies the port global env registry-default chain and decrypts
* encrypted entries transparently. The legacy `{ value: <T> }` wrapper from
* `settings.service.upsertSetting` is unwrapped inside the resolver, so this
* helper still returns the bare `T | null` shape its callers expect.
*
* If the key isn't registered yet (legacy bespoke settings not in the
* registry), we fall back to the older `settings.service.getSetting()` path
* for backward compatibility.
*/
export async function readSetting<T>(key: string, portId: string): Promise<T | null> {
const { registryFor } = await import('@/lib/settings/registry');
if (registryFor(key)) {
const { getSetting: getSettingFromRegistry } = await import('@/lib/settings/resolver');
return (await getSettingFromRegistry<T>(key, portId)) ?? null;
}
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
const setting = await getSetting(key, portId);
if (!setting) return null;
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
// Legacy upsertSetting wrote the value as the JSONB column directly (not
// wrapped). Newer paths wrap it as `{ value }`. Tolerate both.
const raw = setting.value as unknown;
if (
raw &&
typeof raw === 'object' &&
'value' in (raw as Record<string, unknown>) &&
Object.keys(raw as object).length === 1
) {
return (raw as { value: T }).value;
}
return raw as T;
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
}
// ─── Email ──────────────────────────────────────────────────────────────────
export interface PortEmailConfig {
fromName: string;
fromAddress: string;
replyTo: string | null;
smtpHost: string;
smtpPort: number;
smtpUser: string | null;
smtpPass: string | null;
/**
* When false, only the system (port-config) sender identity is allowed.
* When true, admins/users may send via their connected personal email
* account. Defaults to false for safety.
*/
allowPersonalAccountSends: boolean;
feat(post-audit): Phase 1.3 + 1.4 + Phase 2 signals + pulse admin Phase 1.3 — signing-invitation role copy - Order-agnostic phrasing (was assuming client→developer→approver order; ports configure any sequence so the "client has already signed" assumption was brittle). - Explicit developer-role branch + safe default for unknown roles. Phase 1.4 — supplemental form per-port URL - New supplemental_form_url registry entry (email.from section). - Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl. - /api/v1/interests/[id]/supplemental-info-request resolves the link via per-port URL when set, falls back to /public/supplemental-info/<token> CRM route when blank. Phase 2 — deal-pulse signal expansion + admin config - Compute function gains: - +5 eoi_sent_recent (≤14d) — was previously invisible - +15 deposit_received — strongest near-commit signal - +10 contract_signed — closed-loop reinforcement until outcome flips - -25 document_declined — strongest cooling signal - -20 reservation_cancelled — booked-then-cancelled warning - -30 berth_sold_to_other — primary berth lost to another deal - Each signal honours optional per-port `signal_<id>_enabled` toggle. - Registry adds master toggle (pulse_enabled), per-signal toggles, and per-port label overrides (Hot/Warm/Cold rename). - New /admin/pulse page mounted via RegistryDrivenForm. - AdminSectionsBrowser entry under Configuration. Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other) needs follow-up: requires either schema timestamps on interests or derivation from event tables. Master plan §B captures the gap. Tests: 1374/1374 passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 14:57:55 +02:00
/**
* §1.4: optional per-port URL for the supplemental-info email link.
* When set, the email contains `${supplementalFormUrl}?token=<raw>`;
* when null, the built-in CRM route is used.
*/
supplementalFormUrl: string | null;
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
}
export async function getPortEmailConfig(portId: string): Promise<PortEmailConfig> {
const [
fromName,
fromAddress,
replyTo,
smtpHost,
smtpPort,
smtpUser,
smtpPass,
allowPersonalAccountSends,
feat(post-audit): Phase 1.3 + 1.4 + Phase 2 signals + pulse admin Phase 1.3 — signing-invitation role copy - Order-agnostic phrasing (was assuming client→developer→approver order; ports configure any sequence so the "client has already signed" assumption was brittle). - Explicit developer-role branch + safe default for unknown roles. Phase 1.4 — supplemental form per-port URL - New supplemental_form_url registry entry (email.from section). - Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl. - /api/v1/interests/[id]/supplemental-info-request resolves the link via per-port URL when set, falls back to /public/supplemental-info/<token> CRM route when blank. Phase 2 — deal-pulse signal expansion + admin config - Compute function gains: - +5 eoi_sent_recent (≤14d) — was previously invisible - +15 deposit_received — strongest near-commit signal - +10 contract_signed — closed-loop reinforcement until outcome flips - -25 document_declined — strongest cooling signal - -20 reservation_cancelled — booked-then-cancelled warning - -30 berth_sold_to_other — primary berth lost to another deal - Each signal honours optional per-port `signal_<id>_enabled` toggle. - Registry adds master toggle (pulse_enabled), per-signal toggles, and per-port label overrides (Hot/Warm/Cold rename). - New /admin/pulse page mounted via RegistryDrivenForm. - AdminSectionsBrowser entry under Configuration. Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other) needs follow-up: requires either schema timestamps on interests or derivation from event tables. Master plan §B captures the gap. Tests: 1374/1374 passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 14:57:55 +02:00
supplementalFormUrl,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
] = await Promise.all([
readSetting<string>(SETTING_KEYS.emailFromName, portId),
readSetting<string>(SETTING_KEYS.emailFromAddress, portId),
readSetting<string>(SETTING_KEYS.emailReplyTo, portId),
readSetting<string>(SETTING_KEYS.smtpHostOverride, portId),
readSetting<number>(SETTING_KEYS.smtpPortOverride, portId),
readSetting<string>(SETTING_KEYS.smtpUserOverride, portId),
readSetting<string>(SETTING_KEYS.smtpPassOverride, portId),
readSetting<boolean>(SETTING_KEYS.emailAllowPersonalAccountSends, portId),
feat(post-audit): Phase 1.3 + 1.4 + Phase 2 signals + pulse admin Phase 1.3 — signing-invitation role copy - Order-agnostic phrasing (was assuming client→developer→approver order; ports configure any sequence so the "client has already signed" assumption was brittle). - Explicit developer-role branch + safe default for unknown roles. Phase 1.4 — supplemental form per-port URL - New supplemental_form_url registry entry (email.from section). - Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl. - /api/v1/interests/[id]/supplemental-info-request resolves the link via per-port URL when set, falls back to /public/supplemental-info/<token> CRM route when blank. Phase 2 — deal-pulse signal expansion + admin config - Compute function gains: - +5 eoi_sent_recent (≤14d) — was previously invisible - +15 deposit_received — strongest near-commit signal - +10 contract_signed — closed-loop reinforcement until outcome flips - -25 document_declined — strongest cooling signal - -20 reservation_cancelled — booked-then-cancelled warning - -30 berth_sold_to_other — primary berth lost to another deal - Each signal honours optional per-port `signal_<id>_enabled` toggle. - Registry adds master toggle (pulse_enabled), per-signal toggles, and per-port label overrides (Hot/Warm/Cold rename). - New /admin/pulse page mounted via RegistryDrivenForm. - AdminSectionsBrowser entry under Configuration. Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other) needs follow-up: requires either schema timestamps on interests or derivation from event tables. Master plan §B captures the gap. Tests: 1374/1374 passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 14:57:55 +02:00
readSetting<string>(SETTING_KEYS.supplementalFormUrl, portId),
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
]);
// Parse env.SMTP_FROM into name + address if no port override
let envFromName = 'Port Nimara CRM';
let envFromAddress = `noreply@${env.SMTP_HOST}`;
if (env.SMTP_FROM) {
const match = env.SMTP_FROM.match(/^(.+?)\s*<(.+)>$/);
if (match) {
envFromName = match[1]!.trim();
envFromAddress = match[2]!.trim();
} else {
envFromAddress = env.SMTP_FROM;
}
}
return {
fromName: fromName ?? envFromName,
fromAddress: fromAddress ?? envFromAddress,
replyTo: replyTo ?? null,
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
smtpHost: smtpHost ?? env.SMTP_HOST ?? '',
smtpPort: smtpPort ?? env.SMTP_PORT ?? 587,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
smtpUser: smtpUser ?? env.SMTP_USER ?? null,
smtpPass: smtpPass ?? env.SMTP_PASS ?? null,
allowPersonalAccountSends: allowPersonalAccountSends ?? false,
feat(post-audit): Phase 1.3 + 1.4 + Phase 2 signals + pulse admin Phase 1.3 — signing-invitation role copy - Order-agnostic phrasing (was assuming client→developer→approver order; ports configure any sequence so the "client has already signed" assumption was brittle). - Explicit developer-role branch + safe default for unknown roles. Phase 1.4 — supplemental form per-port URL - New supplemental_form_url registry entry (email.from section). - Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl. - /api/v1/interests/[id]/supplemental-info-request resolves the link via per-port URL when set, falls back to /public/supplemental-info/<token> CRM route when blank. Phase 2 — deal-pulse signal expansion + admin config - Compute function gains: - +5 eoi_sent_recent (≤14d) — was previously invisible - +15 deposit_received — strongest near-commit signal - +10 contract_signed — closed-loop reinforcement until outcome flips - -25 document_declined — strongest cooling signal - -20 reservation_cancelled — booked-then-cancelled warning - -30 berth_sold_to_other — primary berth lost to another deal - Each signal honours optional per-port `signal_<id>_enabled` toggle. - Registry adds master toggle (pulse_enabled), per-signal toggles, and per-port label overrides (Hot/Warm/Cold rename). - New /admin/pulse page mounted via RegistryDrivenForm. - AdminSectionsBrowser entry under Configuration. Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other) needs follow-up: requires either schema timestamps on interests or derivation from event tables. Master plan §B captures the gap. Tests: 1374/1374 passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 14:57:55 +02:00
supplementalFormUrl: supplementalFormUrl ?? null,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
};
}
// ─── Documenso ──────────────────────────────────────────────────────────────
export type EoiPathway = 'documenso-template' | 'inapp';
export type DocumensoApiVersion = 'v1' | 'v2';
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
export type EoiSendMode = 'auto' | 'manual';
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
export interface PortDocumensoConfig {
apiUrl: string;
apiKey: string;
apiVersion: DocumensoApiVersion;
/** Resolution provenance - `port` / `global` / `env` / `default` /
feat(uat-batch): Group Q — platform refactors Q58, Q59, Q61 from the 2026-05-21 plan. Q57 + Q60 (sweep-scope) parked. Shipped: Q58 SelectTrigger size variant. <SelectTrigger> now accepts `size?: 'default' | 'sm'`. Default = `h-11` so the trigger matches <Input>'s h-11 default and the 8px height mismatch called out in the UAT vanishes platform-wide. Existing call sites that need the legacy compact look (FilterBar, dense table headers) opt back in via `size="sm"`. Nothing breaks — the default render flips height without touching any other styling. Q59 Table density min-widths + nowrap. DataTable cells now default to `whitespace-nowrap` so long values (URLs, names, addresses) don't wrap into 4-5 lines and inflate row height. Columns that need wrapping override via the column def's `meta.wrap = true`. Min-width comes from `column.getSize?.()` when set so a column doesn't shrink- wrap below readability — opt-in per column rather than a sweeping width change. Q61 Error message audit foundation — Documenso 401/403 path enriched. <PortDocumensoConfig> gains `apiKeySource` + `apiUrlSource` ('port' | 'global' | 'env' | 'default' | 'none'). `getPortDocumensoConfig` populates them based on which layer of the resolver chain produced the value. documenso-client's <ResolvedCreds> exposes the source flags; the 401/403 branch surfaces them in the `DOCUMENSO_AUTH_FAILURE` internalMessage so operators see "api key source: env, port: <id>" instead of the prior generic `path → 401` body. Solves the Documenso diagnosis loop that prompted the platform-wide error audit. Same pattern can extend to other integration error paths in follow-ups (S3, Redis, IMAP) — the resolver-source helper lives on PortConfig now. Q60 Tooltip audit primitive already shipped — <FieldLabel> in `ui/field-label.tsx` is the canonical surface with an Info icon + Tooltip slot. One adopter live (custom-field-form); remaining admin-form sweep is the lift that's parked. Deferred: Q57 recharts → ECharts migration (6-10h). Pure visual port of 8 chart components; safer as a focused session with per-chart visual review. Pre-reqs (ECharts deps + the transpilePackages config + the d3-geo install) are in place so the migration can be picked up cleanly. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 23:49:22 +02:00
* `none`. Surfaces in DOCUMENSO_AUTH_FAILURE messages so a 401 in
* prod tells the operator "this came from env fallback" vs "this
* came from a per-port admin entry" without checking logs. */
apiKeySource: 'port' | 'global' | 'env' | 'default' | 'none';
apiUrlSource: 'port' | 'global' | 'env' | 'default' | 'none';
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 19:52:58 +02:00
eoiTemplateId: number;
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
defaultPathway: EoiPathway;
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 19:52:58 +02:00
/** Documenso template recipient slot IDs (per-instance numeric). */
clientRecipientId: number;
developerRecipientId: number;
approvalRecipientId: number;
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
/** Static developer + approver identity per port (was hardcoded in old system). */
developerName: string;
developerEmail: string;
approverName: string;
approverEmail: string;
/**
* Auto = system sends our branded "please sign" email immediately
* after generation. Manual = generates only; rep clicks a separate
* Send button. Defaults to 'manual' to match the old system's
* behavior (which also doesn't auto-send).
*/
sendMode: EoiSendMode;
/**
* Host that wraps Documenso signing URLs into branded embed URLs.
* Outbound emails point here for the actual sign UI. e.g.
* `https://portnimara.com` makes sign URLs look like
* `https://portnimara.com/sign/<type>/<token>`.
*/
embeddedSigningHost: string | null;
/** Optional template IDs for contract / reservation. null = use
* upload-and-place-fields per deal instead of templates. */
contractTemplateId: number | null;
reservationTemplateId: number | null;
/** Per-port display labels for the developer + approver slots - drive
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
* email subjects and signer-progress UI copy. */
developerLabel: string;
approverLabel: string;
/** Optional CRM-user binding for the developer / approver slots.
* When set, the per-port admin UI auto-fills name/email from the
* user's profile and the webhook handler matches against this
* user's email for in-CRM signing-status updates. */
developerUserId: string | null;
approverUserId: string | null;
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
/**
* v2-only: PARALLEL (default) or SEQUENTIAL signing-order enforcement.
* `null` keeps the upstream default (PARALLEL); a non-null value gets
* passed verbatim. v1 instances ignore this - see admin Documenso page.
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
*/
signingOrder: 'PARALLEL' | 'SEQUENTIAL' | null;
/**
* v2-only: post-signing redirect URL set on documentMeta. When null,
* the upstream Documenso default applies (Documenso's own thank-you
* page). Typically set to `{embeddedSigningHost}/sign/success` so
* signers land back on the branded marketing site.
*/
redirectUrl: string | null;
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 19:52:58 +02:00
}
function toIntOrNull(raw: unknown): number | null {
if (typeof raw === 'number' && Number.isFinite(raw)) return raw;
if (typeof raw === 'string' && raw.trim()) {
const n = Number(raw);
return Number.isFinite(n) ? n : null;
}
return null;
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
}
export async function getPortDocumensoConfig(portId: string): Promise<PortDocumensoConfig> {
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 19:52:58 +02:00
const [
apiUrl,
apiKey,
apiVersion,
eoiTemplateId,
clientRecipientId,
developerRecipientId,
approvalRecipientId,
defaultPathway,
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
developerName,
developerEmail,
approverName,
approverEmail,
sendMode,
embeddedSigningHost,
contractTemplateId,
reservationTemplateId,
developerLabel,
approverLabel,
developerUserId,
approverUserId,
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
signingOrder,
redirectUrlOverride,
feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish Critical data-correctness fixes - external-eoi.service: stage-advance list rewritten against canonical 7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so EOI uploads from 'qualified' silently skipped the stage flip. Now also writes eoiDocStatus='signed' alongside eoiStatus='signed'. - public-interest.service + api/public/interests/route: pipelineStage 'open' → 'enquiry' for new public interests. - interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker comments updated. - Display fallbacks canonicalized: dashboard.service, dashboard-report-data, pdf/templates/{interest,client}-summary, interest-picker, timeline route all route through canonicalizeStage / stageLabelFor. Multi-berth interest label sweep - New helper src/lib/templates/interest-berth-label.ts with 9 unit tests (deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments, falls back to 'first + N more'). - New batched aggregator getAllBerthMooringsForInterests on the interest-berths service. - BoardInterestRow + listInterests + getInterest extended with berthMoorings: string[]. - Swept render sites: interest-detail-header, pipeline-card + pipeline-column (kanban), interest-columns (list), interest-card, interest-detail (breadcrumb), client-pipeline-summary + client-interests-tab, yacht-tabs, shared interest-picker. - PDF report "New interests (in period)" Source column → Berth column. Dashboard PDF report fixes - Hardcoded EUR → reads ports.default_currency once at the top of resolveDashboardReportData. Falls back to USD. - 'maintenance' berth-status bucket removed everywhere (wasn't in canonical BERTH_STATUSES); cleaned from dashboard.service, dashboard-report-data, occupancy-report, berth-status-chart, fixture. - Berth demand ranking: dropped placeholder Tier column (resolver hardcoded 'A' — heat-tier never plumbed through). - Deal pulse distribution: tier values capitalized (hot → Hot etc.). - Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing "Validation failed" when all sections checked). - Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no more 2-line wraps on "needs date range"); accepts initialRange?: DateRange so the dashboard's active range pre-fills dateFrom/dateTo via rangeToBounds. Interest banner overcounts fix - interest-berth-status-banner: filters out self-caused under-offer berths (where the only active deal touching the berth IS this same interest). Waits for all competing-queries before committing the count. Was showing "3 berths unavailable" when only 1 actually had a competitor. Sessions list ordering - sessions-list: client-side sort by lastAt desc + displays lastAt instead of firstAt so visible timestamp matches the sort key. Audit log polish - Details button: side Sheet → Popover anchored to the button (in-place inline dropdown). Works with the virtualized table. - From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3. EntityFolderView (Documents Hub entity view) - Per-row Download button (hover-reveal icon). - File-type icon prefix + tighter row layout. - Per-row interest-berth badge: files.ts attaches interestBerthLabel via one batched getAllBerthMooringsForInterests call across all groups. AggregatedFile type + EntityFolderView render the badge linking back to the parent interest. External EOI upload dialog - Title input pre-fills from the derived default via controlled displayTitle = title || defaultTitle (no setState-in-effect). EOI Generate dialog - Success toast on mutation success. - Primary berth's "Include in EOI" checkbox is now forced-on + disabled with tooltip: the primary IS the canonical "berth for this deal", excluding it is semantically nonsense. Primary berth must always be in EOI bundle (service + backfill) - interest-berths.service: insert path forces is_in_eoi_bundle=true whenever is_primary=true; update path coerces back to true when the caller tries to set false on a primary. Backfilled 7 existing rows. Documenso redirect URL fallback - port-config getPortDocumensoConfig: resolution chain extended to documenso_redirect_url → public_site_url → null. Operators with public_site_url configured (most ports) now get sensible signer landing without setting two settings. World-map click → navigate - website-analytics-shell: country click navigates to the nationality- filtered Clients page via router.push instead of copying a URL to clipboard. Documents Hub: subfolder grid in main panel - Subfolder cards rendered above the documents list when the current folder has children. Lets reps drill into subfolders from the main content area, not only via the sidebar tree. Interest list initial sort - usePaginatedQuery gains initialSort option (used when URL has no sort param). Interest list passes updatedAt desc so the table header surfaces the active sort visibly + most-recently-added/edited bubble to the top. Interest auto-assign on create - interests.service createInterest: three-tier owner resolution chain — explicit input → port's default_new_interest_owner setting → creator (when not super-admin). Super-admins skipped since they often create on behalf of other reps. Backfills - 12 interests with eoi_status='signed' + missing eoi_doc_status='signed' aligned. - 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false flipped to true. Verified - pnpm tsc --noEmit: clean - pnpm exec vitest run: 1463 / 1463 passed Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md across all 4 buckets, including two OPEN QUESTIONS (Reservations module re-imagine, Reports dedicated page promotion). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
publicSiteUrl,
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 19:52:58 +02:00
] = await Promise.all([
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
readSetting<string>(SETTING_KEYS.documensoApiUrlOverride, portId),
readSetting<string>(SETTING_KEYS.documensoApiKeyOverride, portId),
readSetting<DocumensoApiVersion>(SETTING_KEYS.documensoApiVersionOverride, portId),
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 19:52:58 +02:00
readSetting<string | number>(SETTING_KEYS.documensoEoiTemplateId, portId),
readSetting<string | number>(SETTING_KEYS.documensoClientRecipientId, portId),
readSetting<string | number>(SETTING_KEYS.documensoDeveloperRecipientId, portId),
readSetting<string | number>(SETTING_KEYS.documensoApprovalRecipientId, portId),
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
readSetting<EoiPathway>(SETTING_KEYS.eoiDefaultPathway, portId),
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
readSetting<string>(SETTING_KEYS.documensoDeveloperName, portId),
readSetting<string>(SETTING_KEYS.documensoDeveloperEmail, portId),
readSetting<string>(SETTING_KEYS.documensoApproverName, portId),
readSetting<string>(SETTING_KEYS.documensoApproverEmail, portId),
readSetting<EoiSendMode>(SETTING_KEYS.eoiSendMode, portId),
readSetting<string>(SETTING_KEYS.embeddedSigningHost, portId),
readSetting<string | number>(SETTING_KEYS.documensoContractTemplateId, portId),
readSetting<string | number>(SETTING_KEYS.documensoReservationTemplateId, portId),
readSetting<string>(SETTING_KEYS.documensoDeveloperLabel, portId),
readSetting<string>(SETTING_KEYS.documensoApproverLabel, portId),
readSetting<string>(SETTING_KEYS.documensoDeveloperUserId, portId),
readSetting<string>(SETTING_KEYS.documensoApproverUserId, portId),
readSetting<'PARALLEL' | 'SEQUENTIAL' | 'TEMPLATE_DEFAULT'>(
SETTING_KEYS.documensoSigningOrder,
portId,
),
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl Wire up the remaining version-aware paths so a port pointed at Documenso 2.x takes the v2 endpoint on every CRUD operation, with two new v2-only settings exposed in admin UI. documenso-client.ts: - createDocument: v2 multipart /envelope/create + getDocument follow-up to return the full doc shape (v1 path unchanged) - sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in the same response — eliminates the v1 separate-GET round-trip) - sendReminder: v2 /envelope/redistribute with recipientIds filter - downloadSignedPdf: v2 /envelope/{id}/download - CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder } threaded through v1 + v2 paths (v1 ignores signingOrder) port-config.ts: - New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only), documenso_redirect_url (both versions honour) - PortDocumensoConfig gains signingOrder + redirectUrl documenso-payload.ts: - DocumensoTemplatePayload.meta gains signingOrder - buildDocumensoPayload reads from options.signingOrder, omits when null document-templates.ts (EOI template flow): - Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload documents.service.ts (sendForSigning uploaded-doc flow): - Pass portId to documensoCreate + documensoSend (was missing) - Thread signingOrder + redirectUrl via the new meta param Admin Documenso settings page: - v2 benefits card updated: now lists envelope CRUD, one-call send, sequential enforcement, post-sign redirect as wired (was roadmap) - Roadmap callout pruned to the three remaining deferred items: template/use migration, /envelope/update, non-SIGNER recipient roles - New "v2 signing behaviour" SettingsFormCard with the two new settings Template flow stays on /api/v1/templates/{id}/generate-document by design — Documenso 2.x accepts v1 endpoints via backward compat; full migration to v2 /template/use requires per-template field-ID capture (admin schema work, deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:38:45 +02:00
readSetting<string>(SETTING_KEYS.documensoRedirectUrl, portId),
feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish Critical data-correctness fixes - external-eoi.service: stage-advance list rewritten against canonical 7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so EOI uploads from 'qualified' silently skipped the stage flip. Now also writes eoiDocStatus='signed' alongside eoiStatus='signed'. - public-interest.service + api/public/interests/route: pipelineStage 'open' → 'enquiry' for new public interests. - interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker comments updated. - Display fallbacks canonicalized: dashboard.service, dashboard-report-data, pdf/templates/{interest,client}-summary, interest-picker, timeline route all route through canonicalizeStage / stageLabelFor. Multi-berth interest label sweep - New helper src/lib/templates/interest-berth-label.ts with 9 unit tests (deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments, falls back to 'first + N more'). - New batched aggregator getAllBerthMooringsForInterests on the interest-berths service. - BoardInterestRow + listInterests + getInterest extended with berthMoorings: string[]. - Swept render sites: interest-detail-header, pipeline-card + pipeline-column (kanban), interest-columns (list), interest-card, interest-detail (breadcrumb), client-pipeline-summary + client-interests-tab, yacht-tabs, shared interest-picker. - PDF report "New interests (in period)" Source column → Berth column. Dashboard PDF report fixes - Hardcoded EUR → reads ports.default_currency once at the top of resolveDashboardReportData. Falls back to USD. - 'maintenance' berth-status bucket removed everywhere (wasn't in canonical BERTH_STATUSES); cleaned from dashboard.service, dashboard-report-data, occupancy-report, berth-status-chart, fixture. - Berth demand ranking: dropped placeholder Tier column (resolver hardcoded 'A' — heat-tier never plumbed through). - Deal pulse distribution: tier values capitalized (hot → Hot etc.). - Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing "Validation failed" when all sections checked). - Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no more 2-line wraps on "needs date range"); accepts initialRange?: DateRange so the dashboard's active range pre-fills dateFrom/dateTo via rangeToBounds. Interest banner overcounts fix - interest-berth-status-banner: filters out self-caused under-offer berths (where the only active deal touching the berth IS this same interest). Waits for all competing-queries before committing the count. Was showing "3 berths unavailable" when only 1 actually had a competitor. Sessions list ordering - sessions-list: client-side sort by lastAt desc + displays lastAt instead of firstAt so visible timestamp matches the sort key. Audit log polish - Details button: side Sheet → Popover anchored to the button (in-place inline dropdown). Works with the virtualized table. - From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3. EntityFolderView (Documents Hub entity view) - Per-row Download button (hover-reveal icon). - File-type icon prefix + tighter row layout. - Per-row interest-berth badge: files.ts attaches interestBerthLabel via one batched getAllBerthMooringsForInterests call across all groups. AggregatedFile type + EntityFolderView render the badge linking back to the parent interest. External EOI upload dialog - Title input pre-fills from the derived default via controlled displayTitle = title || defaultTitle (no setState-in-effect). EOI Generate dialog - Success toast on mutation success. - Primary berth's "Include in EOI" checkbox is now forced-on + disabled with tooltip: the primary IS the canonical "berth for this deal", excluding it is semantically nonsense. Primary berth must always be in EOI bundle (service + backfill) - interest-berths.service: insert path forces is_in_eoi_bundle=true whenever is_primary=true; update path coerces back to true when the caller tries to set false on a primary. Backfilled 7 existing rows. Documenso redirect URL fallback - port-config getPortDocumensoConfig: resolution chain extended to documenso_redirect_url → public_site_url → null. Operators with public_site_url configured (most ports) now get sensible signer landing without setting two settings. World-map click → navigate - website-analytics-shell: country click navigates to the nationality- filtered Clients page via router.push instead of copying a URL to clipboard. Documents Hub: subfolder grid in main panel - Subfolder cards rendered above the documents list when the current folder has children. Lets reps drill into subfolders from the main content area, not only via the sidebar tree. Interest list initial sort - usePaginatedQuery gains initialSort option (used when URL has no sort param). Interest list passes updatedAt desc so the table header surfaces the active sort visibly + most-recently-added/edited bubble to the top. Interest auto-assign on create - interests.service createInterest: three-tier owner resolution chain — explicit input → port's default_new_interest_owner setting → creator (when not super-admin). Super-admins skipped since they often create on behalf of other reps. Backfills - 12 interests with eoi_status='signed' + missing eoi_doc_status='signed' aligned. - 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false flipped to true. Verified - pnpm tsc --noEmit: clean - pnpm exec vitest run: 1463 / 1463 passed Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md across all 4 buckets, including two OPEN QUESTIONS (Reservations module re-imagine, Reports dedicated page promotion). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
readSetting<string>(SETTING_KEYS.publicSiteUrl, portId),
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
]);
feat(uat-batch): Group Q — platform refactors Q58, Q59, Q61 from the 2026-05-21 plan. Q57 + Q60 (sweep-scope) parked. Shipped: Q58 SelectTrigger size variant. <SelectTrigger> now accepts `size?: 'default' | 'sm'`. Default = `h-11` so the trigger matches <Input>'s h-11 default and the 8px height mismatch called out in the UAT vanishes platform-wide. Existing call sites that need the legacy compact look (FilterBar, dense table headers) opt back in via `size="sm"`. Nothing breaks — the default render flips height without touching any other styling. Q59 Table density min-widths + nowrap. DataTable cells now default to `whitespace-nowrap` so long values (URLs, names, addresses) don't wrap into 4-5 lines and inflate row height. Columns that need wrapping override via the column def's `meta.wrap = true`. Min-width comes from `column.getSize?.()` when set so a column doesn't shrink- wrap below readability — opt-in per column rather than a sweeping width change. Q61 Error message audit foundation — Documenso 401/403 path enriched. <PortDocumensoConfig> gains `apiKeySource` + `apiUrlSource` ('port' | 'global' | 'env' | 'default' | 'none'). `getPortDocumensoConfig` populates them based on which layer of the resolver chain produced the value. documenso-client's <ResolvedCreds> exposes the source flags; the 401/403 branch surfaces them in the `DOCUMENSO_AUTH_FAILURE` internalMessage so operators see "api key source: env, port: <id>" instead of the prior generic `path → 401` body. Solves the Documenso diagnosis loop that prompted the platform-wide error audit. Same pattern can extend to other integration error paths in follow-ups (S3, Redis, IMAP) — the resolver-source helper lives on PortConfig now. Q60 Tooltip audit primitive already shipped — <FieldLabel> in `ui/field-label.tsx` is the canonical surface with an Info icon + Tooltip slot. One adopter live (custom-field-form); remaining admin-form sweep is the lift that's parked. Deferred: Q57 recharts → ECharts migration (6-10h). Pure visual port of 8 chart components; safer as a focused session with per-chart visual review. Pre-reqs (ECharts deps + the transpilePackages config + the d3-geo install) are in place so the migration can be picked up cleanly. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 23:49:22 +02:00
// Determine the resolution source for the two credentials. Used by
// the documenso client to enrich 401/403 error messages so operators
// can tell at a glance whether the failing key is per-port or env.
type Source = 'port' | 'global' | 'env' | 'default' | 'none';
const apiUrlSource: Source = apiUrl ? 'port' : env.DOCUMENSO_API_URL ? 'env' : 'none';
const apiKeySource: Source = apiKey ? 'port' : env.DOCUMENSO_API_KEY ? 'env' : 'none';
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
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
// Env values are now optional (admin is canonical). Empty / zero
// defaults let consumers proceed and fail at the actual API call with
// a clearer "not configured" error rather than crashing at type-check.
apiUrl: apiUrl ?? env.DOCUMENSO_API_URL ?? '',
apiKey: apiKey ?? env.DOCUMENSO_API_KEY ?? '',
apiVersion: apiVersion ?? env.DOCUMENSO_API_VERSION,
feat(uat-batch): Group Q — platform refactors Q58, Q59, Q61 from the 2026-05-21 plan. Q57 + Q60 (sweep-scope) parked. Shipped: Q58 SelectTrigger size variant. <SelectTrigger> now accepts `size?: 'default' | 'sm'`. Default = `h-11` so the trigger matches <Input>'s h-11 default and the 8px height mismatch called out in the UAT vanishes platform-wide. Existing call sites that need the legacy compact look (FilterBar, dense table headers) opt back in via `size="sm"`. Nothing breaks — the default render flips height without touching any other styling. Q59 Table density min-widths + nowrap. DataTable cells now default to `whitespace-nowrap` so long values (URLs, names, addresses) don't wrap into 4-5 lines and inflate row height. Columns that need wrapping override via the column def's `meta.wrap = true`. Min-width comes from `column.getSize?.()` when set so a column doesn't shrink- wrap below readability — opt-in per column rather than a sweeping width change. Q61 Error message audit foundation — Documenso 401/403 path enriched. <PortDocumensoConfig> gains `apiKeySource` + `apiUrlSource` ('port' | 'global' | 'env' | 'default' | 'none'). `getPortDocumensoConfig` populates them based on which layer of the resolver chain produced the value. documenso-client's <ResolvedCreds> exposes the source flags; the 401/403 branch surfaces them in the `DOCUMENSO_AUTH_FAILURE` internalMessage so operators see "api key source: env, port: <id>" instead of the prior generic `path → 401` body. Solves the Documenso diagnosis loop that prompted the platform-wide error audit. Same pattern can extend to other integration error paths in follow-ups (S3, Redis, IMAP) — the resolver-source helper lives on PortConfig now. Q60 Tooltip audit primitive already shipped — <FieldLabel> in `ui/field-label.tsx` is the canonical surface with an Info icon + Tooltip slot. One adopter live (custom-field-form); remaining admin-form sweep is the lift that's parked. Deferred: Q57 recharts → ECharts migration (6-10h). Pure visual port of 8 chart components; safer as a focused session with per-chart visual review. Pre-reqs (ECharts deps + the transpilePackages config + the d3-geo install) are in place so the migration can be picked up cleanly. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 23:49:22 +02:00
apiKeySource,
apiUrlSource,
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
eoiTemplateId: toIntOrNull(eoiTemplateId) ?? env.DOCUMENSO_TEMPLATE_ID_EOI ?? 0,
clientRecipientId: toIntOrNull(clientRecipientId) ?? env.DOCUMENSO_CLIENT_RECIPIENT_ID ?? 0,
developerRecipientId:
toIntOrNull(developerRecipientId) ?? env.DOCUMENSO_DEVELOPER_RECIPIENT_ID ?? 0,
approvalRecipientId:
toIntOrNull(approvalRecipientId) ?? env.DOCUMENSO_APPROVAL_RECIPIENT_ID ?? 0,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
defaultPathway: defaultPathway ?? 'documenso-template',
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
developerName: developerName ?? '',
developerEmail: developerEmail ?? '',
approverName: approverName ?? '',
approverEmail: approverEmail ?? '',
sendMode: sendMode ?? 'manual',
embeddedSigningHost: embeddedSigningHost ?? null,
contractTemplateId: toIntOrNull(contractTemplateId),
reservationTemplateId: toIntOrNull(reservationTemplateId),
developerLabel: developerLabel ?? 'Developer',
approverLabel: approverLabel ?? 'Approver',
developerUserId: developerUserId ?? null,
approverUserId: approverUserId ?? null,
// TEMPLATE_DEFAULT is the new tri-state default - it normalises to
// `null` here so downstream consumers (documenso-payload, signing-
// automation) skip passing signingOrder entirely and let the
// template's own setting win. PARALLEL / SEQUENTIAL still force
// the override.
signingOrder:
signingOrder === 'PARALLEL' || signingOrder === 'SEQUENTIAL' ? signingOrder : null,
feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish Critical data-correctness fixes - external-eoi.service: stage-advance list rewritten against canonical 7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so EOI uploads from 'qualified' silently skipped the stage flip. Now also writes eoiDocStatus='signed' alongside eoiStatus='signed'. - public-interest.service + api/public/interests/route: pipelineStage 'open' → 'enquiry' for new public interests. - interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker comments updated. - Display fallbacks canonicalized: dashboard.service, dashboard-report-data, pdf/templates/{interest,client}-summary, interest-picker, timeline route all route through canonicalizeStage / stageLabelFor. Multi-berth interest label sweep - New helper src/lib/templates/interest-berth-label.ts with 9 unit tests (deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments, falls back to 'first + N more'). - New batched aggregator getAllBerthMooringsForInterests on the interest-berths service. - BoardInterestRow + listInterests + getInterest extended with berthMoorings: string[]. - Swept render sites: interest-detail-header, pipeline-card + pipeline-column (kanban), interest-columns (list), interest-card, interest-detail (breadcrumb), client-pipeline-summary + client-interests-tab, yacht-tabs, shared interest-picker. - PDF report "New interests (in period)" Source column → Berth column. Dashboard PDF report fixes - Hardcoded EUR → reads ports.default_currency once at the top of resolveDashboardReportData. Falls back to USD. - 'maintenance' berth-status bucket removed everywhere (wasn't in canonical BERTH_STATUSES); cleaned from dashboard.service, dashboard-report-data, occupancy-report, berth-status-chart, fixture. - Berth demand ranking: dropped placeholder Tier column (resolver hardcoded 'A' — heat-tier never plumbed through). - Deal pulse distribution: tier values capitalized (hot → Hot etc.). - Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing "Validation failed" when all sections checked). - Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no more 2-line wraps on "needs date range"); accepts initialRange?: DateRange so the dashboard's active range pre-fills dateFrom/dateTo via rangeToBounds. Interest banner overcounts fix - interest-berth-status-banner: filters out self-caused under-offer berths (where the only active deal touching the berth IS this same interest). Waits for all competing-queries before committing the count. Was showing "3 berths unavailable" when only 1 actually had a competitor. Sessions list ordering - sessions-list: client-side sort by lastAt desc + displays lastAt instead of firstAt so visible timestamp matches the sort key. Audit log polish - Details button: side Sheet → Popover anchored to the button (in-place inline dropdown). Works with the virtualized table. - From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3. EntityFolderView (Documents Hub entity view) - Per-row Download button (hover-reveal icon). - File-type icon prefix + tighter row layout. - Per-row interest-berth badge: files.ts attaches interestBerthLabel via one batched getAllBerthMooringsForInterests call across all groups. AggregatedFile type + EntityFolderView render the badge linking back to the parent interest. External EOI upload dialog - Title input pre-fills from the derived default via controlled displayTitle = title || defaultTitle (no setState-in-effect). EOI Generate dialog - Success toast on mutation success. - Primary berth's "Include in EOI" checkbox is now forced-on + disabled with tooltip: the primary IS the canonical "berth for this deal", excluding it is semantically nonsense. Primary berth must always be in EOI bundle (service + backfill) - interest-berths.service: insert path forces is_in_eoi_bundle=true whenever is_primary=true; update path coerces back to true when the caller tries to set false on a primary. Backfilled 7 existing rows. Documenso redirect URL fallback - port-config getPortDocumensoConfig: resolution chain extended to documenso_redirect_url → public_site_url → null. Operators with public_site_url configured (most ports) now get sensible signer landing without setting two settings. World-map click → navigate - website-analytics-shell: country click navigates to the nationality- filtered Clients page via router.push instead of copying a URL to clipboard. Documents Hub: subfolder grid in main panel - Subfolder cards rendered above the documents list when the current folder has children. Lets reps drill into subfolders from the main content area, not only via the sidebar tree. Interest list initial sort - usePaginatedQuery gains initialSort option (used when URL has no sort param). Interest list passes updatedAt desc so the table header surfaces the active sort visibly + most-recently-added/edited bubble to the top. Interest auto-assign on create - interests.service createInterest: three-tier owner resolution chain — explicit input → port's default_new_interest_owner setting → creator (when not super-admin). Super-admins skipped since they often create on behalf of other reps. Backfills - 12 interests with eoi_status='signed' + missing eoi_doc_status='signed' aligned. - 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false flipped to true. Verified - pnpm tsc --noEmit: clean - pnpm exec vitest run: 1463 / 1463 passed Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md across all 4 buckets, including two OPEN QUESTIONS (Reservations module re-imagine, Reports dedicated page promotion). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
// Resolution chain: explicit Documenso override → port's marketing
// site URL → null (Documenso falls back to its own default, which is
// typically the configured APP_URL = the CRM login - not what we want
// for signers). The marketing-site fallback means operators who set
// public_site_url (most do) automatically get sensible signer landing.
redirectUrl: redirectUrlOverride ?? publicSiteUrl ?? null,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
};
}
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret Final audit polish — closes the remaining LOW + MED items the previous tiers didn't reach: * Validation hardening: me.preferences uses .strict() + 8KB cap instead of unbounded .passthrough(); files.uploadFile gains magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan endpoint enforces 10MB cap + magic-byte check on receipt images; port logoUrl + me.avatarUrl reject javascript:/data: schemes via a shared httpUrl refinement. * Permission gates: document-sends/{brochure,berth-pdf} now require email.send (was withAuth-only); document-sends/{preview,list} on email.view; ai/email-draft on email.send; documents/[id]/send uses send_for_signing (was create); expenses/export/parent-company flips from hard isSuperAdmin to expenses.export for parity; admin/users/options gated on reminders.assign_others (was withAuth). * Envelope hygiene: auth/set-password switches the third {message} variant to errorResponse + {data: {email}}; ai/email-draft wraps jobId in {data: {jobId}}. * UI polish: reports-list.handleDownload surfaces failures via toastError (was console-only). * Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles + packageManager field in package.json; Dockerfile.worker re-orders user creation BEFORE pnpm install so node_modules / .cache dirs are worker-owned (fixes tesseract.js + sharp EACCES at first PDF parse); add Redis-ping HEALTHCHECK to the worker container. * Public health endpoint: returns full env+appUrl payload only when the caller presents X-Intake-Secret, otherwise a minimal {status} so generic uptime monitors still work but anonymous internet doesn't get deployment fingerprints. * Per-port Documenso webhook secret: new system_settings key + listDocumensoWebhookSecrets() helper. The webhook receiver iterates every configured per-port secret with timing-safe comparison + falls back to env, then forwards the resolved portId into handleDocumentExpired so two ports sharing a documensoId cannot cross-mutate. Deferred (handled in dedicated follow-up PRs): * Tier 5.1 — direct service tests for portal-auth / users / email-accounts / document-sends / sales-email-config. MED, large test-writing scope. * The {ok: true} → {data: null} envelope migration across alerts/expenses/admin-ocr-settings/storage routes. Mechanical but needs coordinated client + test updates. * CSP-nonce migration (drop unsafe-inline) — needs middleware-level nonce generation that the Next 15 router has to thread through. * Idempotency-Key header on Documenso createDocument. Requires schema column on documents to persist the key; deferred so it doesn't bundle a migration into this commit. * The 16 better-auth user_id FKs — separate dedicated migration with care (some columns are NOT NULL today and cascade decisions matter). * PermissionGate / Skeleton / EmptyState wraps across 5 admin lists (auditor-H §§36–37) and the residential-clients filter bar. Test status: 1175/1175 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43 + HIGH §9 (Documenso secrets follow-up). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:03:31 +02:00
/**
* List every (portId, webhookSecret) pair configured across the platform,
* plus a wildcard-port entry for the global env secret. The Documenso
* webhook receiver iterates the list with `timingSafeEqual` until it
* finds a match, then dispatches with the resolved portId.
*
* `null` portId in the returned array means "matches but no port was
* resolved" - the caller falls back to the legacy global path.
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret Final audit polish — closes the remaining LOW + MED items the previous tiers didn't reach: * Validation hardening: me.preferences uses .strict() + 8KB cap instead of unbounded .passthrough(); files.uploadFile gains magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan endpoint enforces 10MB cap + magic-byte check on receipt images; port logoUrl + me.avatarUrl reject javascript:/data: schemes via a shared httpUrl refinement. * Permission gates: document-sends/{brochure,berth-pdf} now require email.send (was withAuth-only); document-sends/{preview,list} on email.view; ai/email-draft on email.send; documents/[id]/send uses send_for_signing (was create); expenses/export/parent-company flips from hard isSuperAdmin to expenses.export for parity; admin/users/options gated on reminders.assign_others (was withAuth). * Envelope hygiene: auth/set-password switches the third {message} variant to errorResponse + {data: {email}}; ai/email-draft wraps jobId in {data: {jobId}}. * UI polish: reports-list.handleDownload surfaces failures via toastError (was console-only). * Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles + packageManager field in package.json; Dockerfile.worker re-orders user creation BEFORE pnpm install so node_modules / .cache dirs are worker-owned (fixes tesseract.js + sharp EACCES at first PDF parse); add Redis-ping HEALTHCHECK to the worker container. * Public health endpoint: returns full env+appUrl payload only when the caller presents X-Intake-Secret, otherwise a minimal {status} so generic uptime monitors still work but anonymous internet doesn't get deployment fingerprints. * Per-port Documenso webhook secret: new system_settings key + listDocumensoWebhookSecrets() helper. The webhook receiver iterates every configured per-port secret with timing-safe comparison + falls back to env, then forwards the resolved portId into handleDocumentExpired so two ports sharing a documensoId cannot cross-mutate. Deferred (handled in dedicated follow-up PRs): * Tier 5.1 — direct service tests for portal-auth / users / email-accounts / document-sends / sales-email-config. MED, large test-writing scope. * The {ok: true} → {data: null} envelope migration across alerts/expenses/admin-ocr-settings/storage routes. Mechanical but needs coordinated client + test updates. * CSP-nonce migration (drop unsafe-inline) — needs middleware-level nonce generation that the Next 15 router has to thread through. * Idempotency-Key header on Documenso createDocument. Requires schema column on documents to persist the key; deferred so it doesn't bundle a migration into this commit. * The 16 better-auth user_id FKs — separate dedicated migration with care (some columns are NOT NULL today and cascade decisions matter). * PermissionGate / Skeleton / EmptyState wraps across 5 admin lists (auditor-H §§36–37) and the residential-clients filter bar. Test status: 1175/1175 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43 + HIGH §9 (Documenso secrets follow-up). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:03:31 +02:00
*/
export interface DocumensoSecretEntry {
portId: string | null;
secret: string;
}
export async function listDocumensoWebhookSecrets(): Promise<DocumensoSecretEntry[]> {
const { db } = await import('@/lib/db');
const { systemSettings } = await import('@/lib/db/schema/system');
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 { decrypt } = await import('@/lib/utils/encryption');
const { eq } = await import('drizzle-orm');
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret Final audit polish — closes the remaining LOW + MED items the previous tiers didn't reach: * Validation hardening: me.preferences uses .strict() + 8KB cap instead of unbounded .passthrough(); files.uploadFile gains magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan endpoint enforces 10MB cap + magic-byte check on receipt images; port logoUrl + me.avatarUrl reject javascript:/data: schemes via a shared httpUrl refinement. * Permission gates: document-sends/{brochure,berth-pdf} now require email.send (was withAuth-only); document-sends/{preview,list} on email.view; ai/email-draft on email.send; documents/[id]/send uses send_for_signing (was create); expenses/export/parent-company flips from hard isSuperAdmin to expenses.export for parity; admin/users/options gated on reminders.assign_others (was withAuth). * Envelope hygiene: auth/set-password switches the third {message} variant to errorResponse + {data: {email}}; ai/email-draft wraps jobId in {data: {jobId}}. * UI polish: reports-list.handleDownload surfaces failures via toastError (was console-only). * Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles + packageManager field in package.json; Dockerfile.worker re-orders user creation BEFORE pnpm install so node_modules / .cache dirs are worker-owned (fixes tesseract.js + sharp EACCES at first PDF parse); add Redis-ping HEALTHCHECK to the worker container. * Public health endpoint: returns full env+appUrl payload only when the caller presents X-Intake-Secret, otherwise a minimal {status} so generic uptime monitors still work but anonymous internet doesn't get deployment fingerprints. * Per-port Documenso webhook secret: new system_settings key + listDocumensoWebhookSecrets() helper. The webhook receiver iterates every configured per-port secret with timing-safe comparison + falls back to env, then forwards the resolved portId into handleDocumentExpired so two ports sharing a documensoId cannot cross-mutate. Deferred (handled in dedicated follow-up PRs): * Tier 5.1 — direct service tests for portal-auth / users / email-accounts / document-sends / sales-email-config. MED, large test-writing scope. * The {ok: true} → {data: null} envelope migration across alerts/expenses/admin-ocr-settings/storage routes. Mechanical but needs coordinated client + test updates. * CSP-nonce migration (drop unsafe-inline) — needs middleware-level nonce generation that the Next 15 router has to thread through. * Idempotency-Key header on Documenso createDocument. Requires schema column on documents to persist the key; deferred so it doesn't bundle a migration into this commit. * The 16 better-auth user_id FKs — separate dedicated migration with care (some columns are NOT NULL today and cascade decisions matter). * PermissionGate / Skeleton / EmptyState wraps across 5 admin lists (auditor-H §§36–37) and the residential-clients filter bar. Test status: 1175/1175 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43 + HIGH §9 (Documenso secrets follow-up). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:03:31 +02:00
const rows = await db
.select({ portId: systemSettings.portId, value: systemSettings.value })
.from(systemSettings)
.where(eq(systemSettings.key, SETTING_KEYS.documensoWebhookSecret));
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
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret Final audit polish — closes the remaining LOW + MED items the previous tiers didn't reach: * Validation hardening: me.preferences uses .strict() + 8KB cap instead of unbounded .passthrough(); files.uploadFile gains magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan endpoint enforces 10MB cap + magic-byte check on receipt images; port logoUrl + me.avatarUrl reject javascript:/data: schemes via a shared httpUrl refinement. * Permission gates: document-sends/{brochure,berth-pdf} now require email.send (was withAuth-only); document-sends/{preview,list} on email.view; ai/email-draft on email.send; documents/[id]/send uses send_for_signing (was create); expenses/export/parent-company flips from hard isSuperAdmin to expenses.export for parity; admin/users/options gated on reminders.assign_others (was withAuth). * Envelope hygiene: auth/set-password switches the third {message} variant to errorResponse + {data: {email}}; ai/email-draft wraps jobId in {data: {jobId}}. * UI polish: reports-list.handleDownload surfaces failures via toastError (was console-only). * Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles + packageManager field in package.json; Dockerfile.worker re-orders user creation BEFORE pnpm install so node_modules / .cache dirs are worker-owned (fixes tesseract.js + sharp EACCES at first PDF parse); add Redis-ping HEALTHCHECK to the worker container. * Public health endpoint: returns full env+appUrl payload only when the caller presents X-Intake-Secret, otherwise a minimal {status} so generic uptime monitors still work but anonymous internet doesn't get deployment fingerprints. * Per-port Documenso webhook secret: new system_settings key + listDocumensoWebhookSecrets() helper. The webhook receiver iterates every configured per-port secret with timing-safe comparison + falls back to env, then forwards the resolved portId into handleDocumentExpired so two ports sharing a documensoId cannot cross-mutate. Deferred (handled in dedicated follow-up PRs): * Tier 5.1 — direct service tests for portal-auth / users / email-accounts / document-sends / sales-email-config. MED, large test-writing scope. * The {ok: true} → {data: null} envelope migration across alerts/expenses/admin-ocr-settings/storage routes. Mechanical but needs coordinated client + test updates. * CSP-nonce migration (drop unsafe-inline) — needs middleware-level nonce generation that the Next 15 router has to thread through. * Idempotency-Key header on Documenso createDocument. Requires schema column on documents to persist the key; deferred so it doesn't bundle a migration into this commit. * The 16 better-auth user_id FKs — separate dedicated migration with care (some columns are NOT NULL today and cascade decisions matter). * PermissionGate / Skeleton / EmptyState wraps across 5 admin lists (auditor-H §§36–37) and the residential-clients filter bar. Test status: 1175/1175 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43 + HIGH §9 (Documenso secrets follow-up). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:03:31 +02:00
const out: DocumensoSecretEntry[] = [];
for (const row of rows) {
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
if (!row.portId) continue;
let secret: string | null = null;
if (typeof row.value === 'string') {
// Legacy plaintext rows.
secret = row.value;
} else if (
typeof row.value === 'object' &&
row.value !== null &&
'iv' in row.value &&
'tag' in row.value &&
'data' in row.value
) {
// Encrypted envelope written by the registry-aware resolver.
try {
secret = decrypt(JSON.stringify(row.value));
} catch {
// Decryption failure (corrupt envelope, key mismatch) - skip the
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
// entry so a stale row doesn't crash the entire receiver loop.
secret = null;
}
}
if (!secret) continue;
out.push({ portId: row.portId, secret });
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret Final audit polish — closes the remaining LOW + MED items the previous tiers didn't reach: * Validation hardening: me.preferences uses .strict() + 8KB cap instead of unbounded .passthrough(); files.uploadFile gains magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan endpoint enforces 10MB cap + magic-byte check on receipt images; port logoUrl + me.avatarUrl reject javascript:/data: schemes via a shared httpUrl refinement. * Permission gates: document-sends/{brochure,berth-pdf} now require email.send (was withAuth-only); document-sends/{preview,list} on email.view; ai/email-draft on email.send; documents/[id]/send uses send_for_signing (was create); expenses/export/parent-company flips from hard isSuperAdmin to expenses.export for parity; admin/users/options gated on reminders.assign_others (was withAuth). * Envelope hygiene: auth/set-password switches the third {message} variant to errorResponse + {data: {email}}; ai/email-draft wraps jobId in {data: {jobId}}. * UI polish: reports-list.handleDownload surfaces failures via toastError (was console-only). * Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles + packageManager field in package.json; Dockerfile.worker re-orders user creation BEFORE pnpm install so node_modules / .cache dirs are worker-owned (fixes tesseract.js + sharp EACCES at first PDF parse); add Redis-ping HEALTHCHECK to the worker container. * Public health endpoint: returns full env+appUrl payload only when the caller presents X-Intake-Secret, otherwise a minimal {status} so generic uptime monitors still work but anonymous internet doesn't get deployment fingerprints. * Per-port Documenso webhook secret: new system_settings key + listDocumensoWebhookSecrets() helper. The webhook receiver iterates every configured per-port secret with timing-safe comparison + falls back to env, then forwards the resolved portId into handleDocumentExpired so two ports sharing a documensoId cannot cross-mutate. Deferred (handled in dedicated follow-up PRs): * Tier 5.1 — direct service tests for portal-auth / users / email-accounts / document-sends / sales-email-config. MED, large test-writing scope. * The {ok: true} → {data: null} envelope migration across alerts/expenses/admin-ocr-settings/storage routes. Mechanical but needs coordinated client + test updates. * CSP-nonce migration (drop unsafe-inline) — needs middleware-level nonce generation that the Next 15 router has to thread through. * Idempotency-Key header on Documenso createDocument. Requires schema column on documents to persist the key; deferred so it doesn't bundle a migration into this commit. * The 16 better-auth user_id FKs — separate dedicated migration with care (some columns are NOT NULL today and cascade decisions matter). * PermissionGate / Skeleton / EmptyState wraps across 5 admin lists (auditor-H §§36–37) and the residential-clients filter bar. Test status: 1175/1175 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43 + HIGH §9 (Documenso secrets follow-up). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:03:31 +02:00
}
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
fix(audit-verification): regressions found in post-Tier-6 review Two parallel reviews of the Tier 0–6 work surfaced one CRITICAL regression and a handful of remaining cross-tenant gaps that the original audit didn't enumerate. All fixed here: CRITICAL * document-reminders.processReminderQueue — the new bulk-fetch leftJoin to documentTemplates was scoped on `templateType` alone. Templates of the same type exist in every port; the cartesian explosion would have fired one Documenso reminder PER matching template-row per cron tick (a 5-port deploy = 5 reminders to the same signer per cycle). Added eq(documentTemplates.portId, portId) to the join. * All five remaining Documenso webhook handlers (RecipientSigned / Completed / Opened / Rejected / Cancelled) accept and require an optional portId now, with a shared resolveWebhookDocument() helper that refuses to mutate when the lookup is ambiguous across tenants without a resolved port. Tier 5's port-scoping was applied only to Expired; the route now forwards the matched portId to every handler. Tightens the WHERE clauses on subsequent UPDATEs to (id, portId) for defense-in-depth. HIGH * verifyDocumensoSecret rejects when `expected` is empty — timingSafeEqual(0-bytes, 0-bytes) was returning true, so a dev env with a blank DOCUMENSO_WEBHOOK_SECRET would accept a request whose X-Documenso-Secret header was also missing/empty. listDocumensoWebhookSecrets skips the env entry when blank. * /api/public/health — the website-intake-secret comparison was a string `===` (not constant-time). Switched to timingSafeEqual via Buffer.from(). MEDIUM * server.ts SIGTERM ordering — Socket.io closes BEFORE the HTTP drain so long-poll websockets stop holding the server open past the compose stop_grace_period. * /api/v1/me PATCH preferences merge — allow-list filter on the merged JSONB so legacy rows from the old .passthrough() era stop silently re-shipping their bloat to disk. Migration fixes (deploy-blocking) * 0041 referenced `port_role_overrides.permissions` (column is `permission_overrides`) — overrides are partial JSONB and don't need backfilling at all (deepMerge resolves edit from the base role). Removed the override UPDATEs entirely. * 0042 switched all FK + CHECK adds to NOT VALID + VALIDATE so the brief table-lock phase is decoupled from the row-scan validation, giving a cleaner abort-and-restart story if a constraint catches dirty production data. Added a pre-cleanup UPDATE for invoices.billing_entity_id = '' rows (backfills from clientName, falls back to the row id) so the new non-empty CHECK passes on a dirty table. Test status: 1175/1175 vitest, tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:19:39 +02:00
// Append the global env secret as a fallback ONLY when it's a real,
// non-empty value. An empty env secret would otherwise match an empty
// X-Documenso-Secret header (verifyDocumensoSecret guards this too,
// but skipping the entry here keeps the matched-secret loop honest).
if (env.DOCUMENSO_WEBHOOK_SECRET) {
out.push({ portId: null, secret: env.DOCUMENSO_WEBHOOK_SECRET });
}
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret Final audit polish — closes the remaining LOW + MED items the previous tiers didn't reach: * Validation hardening: me.preferences uses .strict() + 8KB cap instead of unbounded .passthrough(); files.uploadFile gains magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan endpoint enforces 10MB cap + magic-byte check on receipt images; port logoUrl + me.avatarUrl reject javascript:/data: schemes via a shared httpUrl refinement. * Permission gates: document-sends/{brochure,berth-pdf} now require email.send (was withAuth-only); document-sends/{preview,list} on email.view; ai/email-draft on email.send; documents/[id]/send uses send_for_signing (was create); expenses/export/parent-company flips from hard isSuperAdmin to expenses.export for parity; admin/users/options gated on reminders.assign_others (was withAuth). * Envelope hygiene: auth/set-password switches the third {message} variant to errorResponse + {data: {email}}; ai/email-draft wraps jobId in {data: {jobId}}. * UI polish: reports-list.handleDownload surfaces failures via toastError (was console-only). * Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles + packageManager field in package.json; Dockerfile.worker re-orders user creation BEFORE pnpm install so node_modules / .cache dirs are worker-owned (fixes tesseract.js + sharp EACCES at first PDF parse); add Redis-ping HEALTHCHECK to the worker container. * Public health endpoint: returns full env+appUrl payload only when the caller presents X-Intake-Secret, otherwise a minimal {status} so generic uptime monitors still work but anonymous internet doesn't get deployment fingerprints. * Per-port Documenso webhook secret: new system_settings key + listDocumensoWebhookSecrets() helper. The webhook receiver iterates every configured per-port secret with timing-safe comparison + falls back to env, then forwards the resolved portId into handleDocumentExpired so two ports sharing a documensoId cannot cross-mutate. Deferred (handled in dedicated follow-up PRs): * Tier 5.1 — direct service tests for portal-auth / users / email-accounts / document-sends / sales-email-config. MED, large test-writing scope. * The {ok: true} → {data: null} envelope migration across alerts/expenses/admin-ocr-settings/storage routes. Mechanical but needs coordinated client + test updates. * CSP-nonce migration (drop unsafe-inline) — needs middleware-level nonce generation that the Next 15 router has to thread through. * Idempotency-Key header on Documenso createDocument. Requires schema column on documents to persist the key; deferred so it doesn't bundle a migration into this commit. * The 16 better-auth user_id FKs — separate dedicated migration with care (some columns are NOT NULL today and cascade decisions matter). * PermissionGate / Skeleton / EmptyState wraps across 5 admin lists (auditor-H §§36–37) and the residential-clients filter bar. Test status: 1175/1175 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43 + HIGH §9 (Documenso secrets follow-up). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 21:03:31 +02:00
return out;
}
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
// ─── Branding ───────────────────────────────────────────────────────────────
/**
* NOT YET WIRED end-to-end. The `/admin/branding` page persists these
* settings to system_settings, but the email templates in
* `src/lib/email/templates/` and the `<BrandedAuthShell>` component in
* `src/components/shared/branded-auth-shell.tsx` still hardcode the
* `s3.portnimara.com` logo URL and the Port Nimara color palette. A
* second port wired into this CRM will see Port Nimara branding in
* every transactional email until those consumers call
* `getPortBrandingConfig(portId)`. Tracked as audit finding R2-H15.
*
* To wire fully:
* 1. Take `branding` config as a server-side prop into
* `<BrandedAuthShell>` (pass it from the page server component).
* 2. Refactor the email shell helper in each `templates/*.ts` module
* to take `headerHtml` / `footerHtml` / `primaryColor` instead of
* the inline constants.
* 3. In each sender, call `getPortBrandingConfig(portId)` and thread
* the branding values into the template call.
*/
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
export interface PortBrandingConfig {
logoUrl: string | null;
emailBackgroundUrl: string | null;
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
primaryColor: string;
appName: string;
emailHeaderHtml: string | null;
emailFooterHtml: string | null;
}
const DEFAULT_BRANDING: PortBrandingConfig = {
logoUrl: null,
emailBackgroundUrl: null,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
primaryColor: '#1e293b',
appName: 'Port Nimara CRM',
emailHeaderHtml: null,
emailFooterHtml: null,
};
export async function getPortBrandingConfig(portId: string): Promise<PortBrandingConfig> {
const [logoUrl, emailBackgroundUrl, primaryColor, appName, emailHeaderHtml, emailFooterHtml] =
await Promise.all([
readSetting<string>(SETTING_KEYS.brandingLogoUrl, portId),
readSetting<string>(SETTING_KEYS.brandingEmailBackgroundUrl, portId),
readSetting<string>(SETTING_KEYS.brandingPrimaryColor, portId),
readSetting<string>(SETTING_KEYS.brandingAppName, portId),
readSetting<string>(SETTING_KEYS.brandingEmailHeaderHtml, portId),
readSetting<string>(SETTING_KEYS.brandingEmailFooterHtml, portId),
]);
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
return {
// Branding URLs that bake a localhost/LAN host (uploaded while running
// on the dev's Mac) don't resolve from any other device. Normalize
// here so in-app consumers get a path-only URL the browser resolves
// against the current origin. Email surfaces re-absolutize via
// `absolutizeBrandingUrl()` because mail clients have no app origin.
logoUrl: normalizeBrandingUrl(logoUrl) ?? DEFAULT_BRANDING.logoUrl,
emailBackgroundUrl:
normalizeBrandingUrl(emailBackgroundUrl) ?? DEFAULT_BRANDING.emailBackgroundUrl,
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
primaryColor: primaryColor ?? DEFAULT_BRANDING.primaryColor,
appName: appName ?? DEFAULT_BRANDING.appName,
emailHeaderHtml: emailHeaderHtml ?? DEFAULT_BRANDING.emailHeaderHtml,
emailFooterHtml: emailFooterHtml ?? DEFAULT_BRANDING.emailFooterHtml,
};
}
// ─── Reminders ──────────────────────────────────────────────────────────────
export interface PortReminderConfig {
defaultDays: number;
defaultEnabled: boolean;
digestEnabled: boolean;
digestTime: string; // 'HH:MM'
digestTimezone: string;
}
const DEFAULT_REMINDER: PortReminderConfig = {
defaultDays: 7,
defaultEnabled: false,
digestEnabled: false,
digestTime: '09:00',
digestTimezone: 'Europe/Warsaw',
};
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
/**
* Port-level default currency for newly-created berths. Per-berth
* `priceCurrency` overrides this when set. Defaults to USD because
* 95% of marinas in the rollout target are USD-denominated.
*/
export async function getPortBerthsDefaultCurrency(portId: string): Promise<string> {
const value = await readSetting<string>(SETTING_KEYS.berthsDefaultCurrency, portId);
return (value ?? 'USD').trim().toUpperCase() || 'USD';
}
feat(admin): per-port email/Documenso/branding/reminder settings + invitations Centralizes everything operators need to configure into the admin panel, each setting per-port with env fallback. New admin pages - /admin landing page linking to every admin section as a card - /admin/email FROM name+address, reply-to, signature/footer HTML, optional SMTP host/port/user/pass override - /admin/documenso API URL+key override, EOI Documenso template ID, default EOI pathway (documenso-template vs inapp), "Test connection" button - /admin/branding logo URL, primary color, app name, email header/footer HTML - /admin/reminders port-level defaults for new interests + port-wide daily-digest delivery window - /admin/invitations send / list / resend / revoke CRM invitations Per-user reminder digest - /notifications/preferences gains a Reminder digest card: immediate / daily / weekly / off, with HH:MM, day-of-week, IANA timezone fields. Stored in user_profiles.preferences.reminders. Plumbing - port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig, getPortBrandingConfig, getPortReminderConfig) — settings → env fallback. - sendEmail accepts optional portId; resolves From/SMTP from settings when supplied. - documensoFetch + downloadSignedPdf accept optional portId; each public function takes it through. checkDocumensoHealth() backs the test button. - crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite with audit-log entries (revoke_invite, resend_invite added to AuditAction). - AdminLandingPage card grid + shared SettingsFormCard component to remove per-page form boilerplate. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
export async function getPortReminderConfig(portId: string): Promise<PortReminderConfig> {
const [defaultDays, defaultEnabled, digestEnabled, digestTime, digestTimezone] =
await Promise.all([
readSetting<number>(SETTING_KEYS.reminderDefaultDays, portId),
readSetting<boolean>(SETTING_KEYS.reminderDefaultEnabled, portId),
readSetting<boolean>(SETTING_KEYS.reminderDigestEnabled, portId),
readSetting<string>(SETTING_KEYS.reminderDigestTime, portId),
readSetting<string>(SETTING_KEYS.reminderDigestTimezone, portId),
]);
return {
defaultDays: defaultDays ?? DEFAULT_REMINDER.defaultDays,
defaultEnabled: defaultEnabled ?? DEFAULT_REMINDER.defaultEnabled,
digestEnabled: digestEnabled ?? DEFAULT_REMINDER.digestEnabled,
digestTime: digestTime ?? DEFAULT_REMINDER.digestTime,
digestTimezone: digestTimezone ?? DEFAULT_REMINDER.digestTimezone,
};
}