Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { redirect } from 'next/navigation';
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import { headers } from 'next/headers';
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import { eq } from 'drizzle-orm';
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import { auth } from '@/lib/auth';
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import { db } from '@/lib/db';
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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import { ports as portsTable } from '@/lib/db/schema/ports';
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import { userPortRoles, userProfiles } from '@/lib/db/schema/users';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { QueryProvider } from '@/providers/query-provider';
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import { SocketProvider } from '@/providers/socket-provider';
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import { PortProvider } from '@/providers/port-provider';
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import { PermissionsProvider } from '@/providers/permissions-provider';
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2026-05-14 23:59:30 +02:00
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import { AppShell } from '@/components/layout/app-shell';
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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
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import { DevModeBanner } from '@/components/shared/dev-mode-banner';
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feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB
Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6,
#7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real
assignee column on interests, defer until ownership model lands) and #12
(keyboard shortcuts — explicit user call).
Interest list (the rep's main triage surface):
- Last activity column replaces Created (sortable by
dateLastContact). Postgres NULLs-last on DESC means
never-contacted leads sort to the bottom — exactly the right
triage default.
- Comment-icon next to client name when notesCount > 0, with a
tooltip showing the count. Cheap, glanceable signal that the
lead has correspondence to peek at.
- Urgency badges under stage when criteria fire: "Silent Nd"
for mid-funnel interests with no contact in 7+ days,
"EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd"
for eoi_signed interests with no deposit after 21 days.
Pure derived — no extra fetch, computed from the dates the
row already returns.
- Bulk select checkbox column with bulk-archive (existing
DataTable.bulkActions API; just wired with a confirm-dialog
and a Promise.all fan-out).
- Mobile FAB (+) for new interest, anchored above the bottom-tab
bar with safe-area inset awareness.
All four signals mirrored on the mobile InterestCard (comment
icon, urgency badges, last-activity footer).
Interest detail:
- Reminder bell badge in the header showing pending/snoozed
reminder count linked to the interest. Surfaced via
getInterestById's new `activeReminderCount`.
- "Latest note" teaser on the Overview tab — truncated 3-line
preview of the most recent threaded note + relative time +
"View all" link to the Notes tab. Saves a click for the
common "what was discussed last?" peek.
- Color-block swatches in InlineStagePicker dropdown (rounded-sm
mini-bars in the stage's progressive saturation color, replacing
the previous tiny dots). Reads as a visual scan instead of a
list.
Dashboard:
- MyRemindersRail on the right sidebar above the existing
AlertRail. Shows pending+snoozed reminders for the current
user (overdue first), each with priority pill, relative due
time, and click-through to the linked interest/client/berth.
Berth detail:
- BerthInterestPulse card at the top of the Overview tab,
replacing the old "buried in tab" pattern. Shows up to 5
active interests with avatar, stage pill, urgency badges, and
last-activity. Mirrors the old Nuxt CRM's beloved "Interested
Parties" panel but with the new triage signals.
Realtime toasts:
- New <RealtimeToasts /> mounted inside SocketProvider in the
dashboard layout. Subscribes to interest:stageChanged,
document:completed, document:signer:signed, and
interest:outcomeSet — fires sonner toasts so reps watching any
page learn about pipeline events without refreshing.
Service layer:
- listInterests: notesCount per row (left join + count + groupBy).
- getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164
(for the Email/Call/WhatsApp buttons added last commit; phone
pieces were missing), notesCount, recentNote, activeReminderCount.
- sortColumn switch handles 'dateLastContact' explicitly; default
stays 'updatedAt'.
tsc clean. vitest 835/835 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
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import { RealtimeToasts } from '@/components/shared/realtime-toasts';
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2026-05-12 18:16:18 +02:00
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import { WebVitalsReporter } from '@/components/shared/web-vitals-reporter';
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2026-05-14 23:59:30 +02:00
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import { classifyFormFactor } from '@/lib/form-factor';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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export default async function DashboardLayout({ children }: { children: React.ReactNode }) {
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2026-05-14 23:59:30 +02:00
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const headerList = await headers();
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const session = await auth.api.getSession({ headers: headerList });
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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if (!session?.user) redirect('/login');
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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// Super admins have implicit access to every port; everyone else only sees
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// ports they have an explicit user_port_roles row for.
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const profile = await db.query.userProfiles.findFirst({
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where: eq(userProfiles.userId, session.user.id),
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});
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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const portRoles = await db.query.userPortRoles.findMany({
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where: eq(userPortRoles.userId, session.user.id),
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with: { port: true, role: true },
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});
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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const ports = profile?.isSuperAdmin
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? await db.query.ports.findMany({ orderBy: portsTable.name })
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: portRoles.map((pr) => pr.port);
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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2026-05-14 23:59:30 +02:00
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const initialFormFactor = classifyFormFactor(headerList.get('user-agent'));
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const user = {
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name: profile?.displayName ?? session.user.name ?? session.user.email,
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email: session.user.email,
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};
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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return (
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<QueryProvider>
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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<PortProvider ports={ports} defaultPortId={ports[0]?.id ?? null}>
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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<PermissionsProvider>
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<SocketProvider>
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feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB
Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6,
#7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real
assignee column on interests, defer until ownership model lands) and #12
(keyboard shortcuts — explicit user call).
Interest list (the rep's main triage surface):
- Last activity column replaces Created (sortable by
dateLastContact). Postgres NULLs-last on DESC means
never-contacted leads sort to the bottom — exactly the right
triage default.
- Comment-icon next to client name when notesCount > 0, with a
tooltip showing the count. Cheap, glanceable signal that the
lead has correspondence to peek at.
- Urgency badges under stage when criteria fire: "Silent Nd"
for mid-funnel interests with no contact in 7+ days,
"EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd"
for eoi_signed interests with no deposit after 21 days.
Pure derived — no extra fetch, computed from the dates the
row already returns.
- Bulk select checkbox column with bulk-archive (existing
DataTable.bulkActions API; just wired with a confirm-dialog
and a Promise.all fan-out).
- Mobile FAB (+) for new interest, anchored above the bottom-tab
bar with safe-area inset awareness.
All four signals mirrored on the mobile InterestCard (comment
icon, urgency badges, last-activity footer).
Interest detail:
- Reminder bell badge in the header showing pending/snoozed
reminder count linked to the interest. Surfaced via
getInterestById's new `activeReminderCount`.
- "Latest note" teaser on the Overview tab — truncated 3-line
preview of the most recent threaded note + relative time +
"View all" link to the Notes tab. Saves a click for the
common "what was discussed last?" peek.
- Color-block swatches in InlineStagePicker dropdown (rounded-sm
mini-bars in the stage's progressive saturation color, replacing
the previous tiny dots). Reads as a visual scan instead of a
list.
Dashboard:
- MyRemindersRail on the right sidebar above the existing
AlertRail. Shows pending+snoozed reminders for the current
user (overdue first), each with priority pill, relative due
time, and click-through to the linked interest/client/berth.
Berth detail:
- BerthInterestPulse card at the top of the Overview tab,
replacing the old "buried in tab" pattern. Shows up to 5
active interests with avatar, stage pill, urgency badges, and
last-activity. Mirrors the old Nuxt CRM's beloved "Interested
Parties" panel but with the new triage signals.
Realtime toasts:
- New <RealtimeToasts /> mounted inside SocketProvider in the
dashboard layout. Subscribes to interest:stageChanged,
document:completed, document:signer:signed, and
interest:outcomeSet — fires sonner toasts so reps watching any
page learn about pipeline events without refreshing.
Service layer:
- listInterests: notesCount per row (left join + count + groupBy).
- getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164
(for the Email/Call/WhatsApp buttons added last commit; phone
pieces were missing), notesCount, recentNote, activeReminderCount.
- sortColumn switch handles 'dateLastContact' explicitly; default
stays 'updatedAt'.
tsc clean. vitest 835/835 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
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<RealtimeToasts />
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2026-05-12 18:16:18 +02:00
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<WebVitalsReporter />
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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
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{/* Sticky banner across the app whenever EMAIL_REDIRECT_TO is
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set so reps + admins always know outbound mail is being
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rerouted. Production hides itself (env.ts forbids the
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flag in prod) so the banner is dev/staging-only. */}
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<DevModeBanner />
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2026-05-14 23:59:30 +02:00
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{/* #26: AppShell mounts ONE responsive tree (desktop OR
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* mobile) per render — never both — so pages don't pay the
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* double-state, double-fetch, double-Tabs-provider tax. */}
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<AppShell
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portRoles={portRoles}
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isSuperAdmin={profile?.isSuperAdmin ?? false}
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user={user}
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ports={ports}
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initialFormFactor={initialFormFactor}
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>
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{children}
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</AppShell>
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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</SocketProvider>
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</PermissionsProvider>
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</PortProvider>
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</QueryProvider>
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);
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}
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