feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
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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>
This commit is contained in:
2026-05-07 21:02:12 +02:00
parent 3e4d9d6310
commit 5c8c12ba1f
72 changed files with 5499 additions and 942 deletions

View File

@@ -32,7 +32,7 @@ export const createClientSchema = z.object({
preferredLanguage: z.string().optional(),
/** IANA timezone (e.g. 'Europe/Warsaw'). */
timezone: optionalIanaTimezoneSchema.optional(),
source: z.enum(['website', 'manual', 'referral', 'broker']).optional(),
source: z.enum(['website', 'manual', 'referral', 'broker', 'other']).optional(),
sourceDetails: z.string().optional(),
tagIds: z.array(z.string()).optional().default([]),
});
@@ -46,7 +46,7 @@ export const updateClientSchema = createClientSchema
// ─── List ─────────────────────────────────────────────────────────────────────
export const listClientsSchema = baseListQuerySchema.extend({
source: z.enum(['website', 'manual', 'referral', 'broker']).optional(),
source: z.enum(['website', 'manual', 'referral', 'broker', 'other']).optional(),
nationality: z.string().optional(),
tagIds: z
.string()

View File

@@ -33,7 +33,7 @@ export const createResidentialClientSchema = z.object({
subdivisionIso: optionalSubdivisionIsoSchema.optional(),
preferredContactMethod: z.enum(['email', 'phone']).optional(),
status: z.enum(['prospect', 'active', 'inactive']).optional().default('prospect'),
source: z.enum(['website', 'manual', 'referral', 'broker']).optional(),
source: z.enum(['website', 'manual', 'referral', 'broker', 'other']).optional(),
notes: z.string().optional(),
});
@@ -41,12 +41,22 @@ export const updateResidentialClientSchema = createResidentialClientSchema.parti
export const listResidentialClientsSchema = baseListQuerySchema.extend({
status: z.enum(['prospect', 'active', 'inactive']).optional(),
source: z.enum(['website', 'manual', 'referral', 'broker']).optional(),
source: z.enum(['website', 'manual', 'referral', 'broker', 'other']).optional(),
});
// ─── Residential interest ────────────────────────────────────────────────────
export const PIPELINE_STAGES = [
/**
* Default pipeline stages — used as the fallback when a port hasn't
* configured its own list via the residential admin page. Mirror the
* legacy hard-coded set so existing data continues to validate.
*
* Per-port stages are stored in `system_settings.residential_pipeline_stages`
* (JSON array of stage ids). The validators below accept any string and
* defer the membership check to a runtime helper that reads the live
* stage list. This lets admins add/rename stages without a deploy.
*/
export const DEFAULT_RESIDENTIAL_PIPELINE_STAGES = [
'new',
'contacted',
'viewing_scheduled',
@@ -56,10 +66,13 @@ export const PIPELINE_STAGES = [
'closed_lost',
] as const;
/** Backwards-compat alias kept for any existing imports. */
export const PIPELINE_STAGES = DEFAULT_RESIDENTIAL_PIPELINE_STAGES;
export const createResidentialInterestSchema = z.object({
residentialClientId: z.string().min(1),
pipelineStage: z.enum(PIPELINE_STAGES).optional().default('new'),
source: z.enum(['website', 'manual', 'referral', 'broker']).optional(),
pipelineStage: z.string().optional().default('new'),
source: z.enum(['website', 'manual', 'referral', 'broker', 'other']).optional(),
notes: z.string().optional(),
preferences: z.string().optional(),
assignedTo: z.string().optional(),
@@ -70,7 +83,7 @@ export const updateResidentialInterestSchema = createResidentialInterestSchema
.partial();
export const listResidentialInterestsSchema = baseListQuerySchema.extend({
pipelineStage: z.enum(PIPELINE_STAGES).optional(),
pipelineStage: z.string().optional(),
assignedTo: z.string().optional(),
residentialClientId: z.string().optional(),
});