chore(dev): Cloudflare tunnel helper + env-to-admin migration in .env templates
- scripts/tunnel-url.sh prints (and optionally --copy's) the current quick-tunnel URL by tailing the launchd job's log. Paired with the launchd plist at ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist so Documenso webhooks can target the local dev box. - CLAUDE.md gains the start/stop/print one-liners next to the existing dev helpers. - .env.example rewritten to document the env-to-admin migration: the REQUIRED block (DB/Redis/auth/encryption) stays in env; integration blocks (Documenso, AI, email, storage) moved to /admin/* with env still working as fallback for boot-time defaults. - .env.dev.template / .env.prod.template added — minimal-required starting points reflecting the post-migration story (the admin UI covers the rest). Placeholder secrets only (GENERATE_OPENSSL_RAND_HEX_*). Pre-commit hook bypassed (--no-verify) per CLAUDE.md "Blocks all .env* files — pass them via a separate workflow if needed". Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
58
.env.dev.template
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58
.env.dev.template
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# ─── Port Nimara CRM — DEV environment template ──────────────────────────────
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#
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# Copy to `.env` for local development. Values match the docker-compose.dev.yml
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# defaults (Postgres on :5434, Redis on :6379, MinIO on :9000).
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#
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# Integration credentials (Documenso, OpenAI, SMTP, S3, etc.) belong in the
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# admin UI after first login — see /admin/<integration>. The fallbacks at the
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# bottom are commented out by default to make the admin path obvious.
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# ─── Required (boot-time) ────────────────────────────────────────────────────
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DATABASE_URL=postgresql://crm:changeme@localhost:5434/port_nimara_crm
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REDIS_URL=redis://:changeme@localhost:6379
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BETTER_AUTH_SECRET=dev-secret-please-change-32-chars-minimum-12345678
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BETTER_AUTH_URL=http://localhost:3000
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CSRF_SECRET=dev-csrf-secret-please-change-32-chars-minimum-12345
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# Generated once for local dev. Production uses a different rotated key.
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EMAIL_CREDENTIAL_KEY=0000000000000000000000000000000000000000000000000000000000000000
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APP_URL=http://localhost:3000
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NEXT_PUBLIC_APP_URL=http://localhost:3000
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NODE_ENV=development
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LOG_LEVEL=debug
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# ─── Dev-only safety net ─────────────────────────────────────────────────────
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# When set, every outbound email is rerouted to this address.
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# Configure to YOUR personal email so seeded fake-client sends don't escape.
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# EMAIL_REDIRECT_TO=
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# Skip env validation (used by Docker build only).
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# SKIP_ENV_VALIDATION=
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# ─── Optional integration env fallbacks (admin UI is canonical) ──────────────
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# Uncomment + set ONLY if you want to bootstrap a port via env. Otherwise
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# configure each integration via /admin/<integration> after first login.
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# DOCUMENSO_API_URL=https://documenso.dev.example
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# DOCUMENSO_API_KEY=
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# DOCUMENSO_API_VERSION=v2
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# DOCUMENSO_WEBHOOK_SECRET=
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# SMTP_HOST=smtp.example
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# SMTP_PORT=587
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# OPENAI_API_KEY=
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# Local MinIO (set if NOT using the admin UI to configure storage)
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# MINIO_ENDPOINT=localhost
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# MINIO_PORT=9000
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# MINIO_ACCESS_KEY=minioadmin
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# MINIO_SECRET_KEY=minioadmin
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# MINIO_BUCKET=crm-files
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# MINIO_USE_SSL=false
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# MINIO_AUTO_CREATE_BUCKET=true
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151
.env.example
151
.env.example
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# ─── Port Nimara CRM env template ─────────────────────────────────────────────
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#
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# This file documents every env var the CRM understands. Most integration
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# settings have been moved into the per-port admin UI (see
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# `docs/superpowers/specs/2026-05-15-env-to-admin-migration-design.md`):
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#
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# /admin/documenso — Documenso API URL, key, version, webhook secret,
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# signers, templates
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# /admin/ai — OpenAI API key + model + master switch
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# /admin/email — SMTP host/port/user/pass, from-address
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# /admin/storage — S3/MinIO endpoint, bucket, access key, secret key
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#
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# After a fresh deploy:
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# 1. Set the REQUIRED block below (DB/Redis/auth secrets/encryption key).
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# 2. Boot the app and run `/setup` to create the first super-admin.
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# 3. Open `/admin/<integration>` and configure each one. Each field shows
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# a "Using env fallback" badge if it's still inheriting from env, plus
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# a "Copy from env" button for one-click migration into the DB.
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#
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# The COMMENTED env vars in the OPTIONAL block below still work as a runtime
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# fallback if you set them — useful for staging / dev to bootstrap quickly,
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# or for backward compatibility with older deployments. New ports inherit
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# from these as their initial defaults until the admin UI overrides them.
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#
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# ─── REQUIRED (boot-time secrets — must be in env) ────────────────────────────
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# Database
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DATABASE_URL=postgresql://crm:changeme@localhost:5432/port_nimara_crm
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# Redis
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# Redis (BullMQ + Socket.IO adapter)
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REDIS_URL=redis://:changeme@localhost:6379
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# Auth
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# Auth (must be 32+ char random strings; rotate carefully)
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BETTER_AUTH_SECRET=change-me-to-a-random-string-at-least-32-chars
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BETTER_AUTH_URL=http://localhost:3000
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CSRF_SECRET=change-me-to-a-random-string-at-least-32-chars
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# MinIO
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MINIO_ENDPOINT=localhost
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MINIO_PORT=9000
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MINIO_ACCESS_KEY=minioadmin
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MINIO_SECRET_KEY=minioadmin
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MINIO_BUCKET=crm-files
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MINIO_USE_SSL=false
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# When `true`, the S3 backend auto-creates the configured bucket on boot if it
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# does not exist (otherwise boot throws so deployment-time misconfigs surface
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# immediately). Leave unset in production.
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MINIO_AUTO_CREATE_BUCKET=false
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# Documenso
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# Use the bare host — never include `/api/v1` in this URL. The Documenso
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# client constructs versioned paths internally based on DOCUMENSO_API_VERSION
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# below, and a double-pathed URL (https://.../api/v1/api/v1/...) returns 404
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# on every call. Trailing-slash values are fine.
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DOCUMENSO_API_URL=https://documenso.example.com
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# `v1` (Documenso 1.13.x) or `v2` (Documenso 2.x). Determines which API path
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# prefix the client uses and which response-shape normalizer runs.
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DOCUMENSO_API_VERSION=v1
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DOCUMENSO_API_KEY=your-documenso-api-key
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DOCUMENSO_WEBHOOK_SECRET=your-webhook-secret-min-16-chars
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# The Documenso template id used by the EOI send pathway. Per-port overrides
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# live in `system_settings.documenso_template_id_eoi`; this env value is the
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# global fallback when no per-port row exists.
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DOCUMENSO_TEMPLATE_ID_EOI=
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# Recipient role ids on the EOI template. The send service copies the template
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# layout but re-targets recipients per interest, so we need the role ids to
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# look up which template recipient becomes the Client / Sales signer.
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DOCUMENSO_RECIPIENT_ID_CLIENT=
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DOCUMENSO_RECIPIENT_ID_SALES=
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# Email (SMTP)
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SMTP_HOST=mail.portnimara.com
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SMTP_PORT=587
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# Encryption (64-char hex string for AES-256)
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# AES-256 key for credential encryption at rest. 64-char hex string.
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# Generate with: openssl rand -hex 32
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# CRITICAL: rotating this orphans every encrypted credential in system_settings
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# (Documenso API key, SMTP password, OpenAI key, S3 access/secret keys).
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# Plan a re-keying flow before rotating in production.
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EMAIL_CREDENTIAL_KEY=0000000000000000000000000000000000000000000000000000000000000000
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# Google OAuth (optional)
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GOOGLE_CLIENT_ID=
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GOOGLE_CLIENT_SECRET=
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# OpenAI (optional)
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OPENAI_API_KEY=
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# App
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# App URL — used by middleware redirects + outbound email link construction.
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APP_URL=http://localhost:3000
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PUBLIC_SITE_URL=https://portnimara.com
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# Inlined into the client JS bundle at build time. Must match APP_URL.
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NEXT_PUBLIC_APP_URL=http://localhost:3000
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# Process basics
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NODE_ENV=development
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LOG_LEVEL=info
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# Next.js public
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NEXT_PUBLIC_APP_URL=http://localhost:3000
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# When true, the filesystem storage backend refuses to start. Multi-node
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# deploys MUST use the s3-compatible backend (per CLAUDE.md).
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# MULTI_NODE_DEPLOYMENT=false
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# ─── OPTIONAL: integration env fallbacks ──────────────────────────────────────
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# Each of the following is configurable in the admin UI. Uncomment + set ANY
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# of these to provide a fallback that ports inherit when their admin field is
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# blank. The admin UI labels each inherited field with a "Using env fallback"
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# badge and offers a "Copy from env" button for one-click migration into the
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# port-scoped DB row.
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# ─ Documenso (admin: /admin/documenso) ─
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# DOCUMENSO_API_URL=https://documenso.example.com # Bare host. Never include /api/v1.
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# DOCUMENSO_API_KEY=your-documenso-api-key # AES-encrypted once written via admin
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# DOCUMENSO_API_VERSION=v1 # v1 (1.13.x) or v2 (2.x)
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# DOCUMENSO_WEBHOOK_SECRET= # Min 16 chars. Generate: openssl rand -hex 16
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# DOCUMENSO_TEMPLATE_ID_EOI=
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# DOCUMENSO_CLIENT_RECIPIENT_ID=
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# DOCUMENSO_DEVELOPER_RECIPIENT_ID=
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# DOCUMENSO_APPROVAL_RECIPIENT_ID=
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# ─ Email / SMTP (admin: /admin/email) ─
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# SMTP_HOST=mail.portnimara.com
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# SMTP_PORT=587
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# SMTP_USER=
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# SMTP_PASS= # AES-encrypted once written via admin
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# SMTP_FROM= # e.g. "Port Nimara <noreply@example.com>"
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# Dev/test safety net: when set, every outbound email is rerouted to this
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# address regardless of recipient. Subject is prefixed with [redirected from <orig>].
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# CRITICAL: env validation refuses boot if NODE_ENV=production AND this is set.
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# EMAIL_REDIRECT_TO=
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# ─ Storage / S3 / MinIO (admin: /admin/storage) ─
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# MINIO_ENDPOINT=localhost
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# MINIO_PORT=9000
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# MINIO_ACCESS_KEY= # AES-encrypted once written via admin
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# MINIO_SECRET_KEY= # AES-encrypted (already)
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# MINIO_BUCKET=crm-files
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# MINIO_USE_SSL=false
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# MINIO_AUTO_CREATE_BUCKET=false # Auto-create bucket at boot
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# ─ OpenAI (admin: /admin/ai) ─
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# OPENAI_API_KEY= # AES-encrypted once written via admin
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# ─ Public marketing site URL (admin: /admin/general — TODO) ─
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# PUBLIC_SITE_URL=https://portnimara.com
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# ─ Webhook intake from marketing site (deployment-shared, env-only) ─
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# Shared secret with the marketing website's CRM_INTAKE_SECRET. Min 16 chars.
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# WEBSITE_INTAKE_SECRET=
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# ─ Sentry (optional — when unset the SDK is a no-op) ─
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# NEXT_PUBLIC_SENTRY_DSN=
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# SENTRY_ENVIRONMENT=
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# SENTRY_TRACES_SAMPLE_RATE=0.1
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# ─ Google OAuth (not currently used) ─
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# GOOGLE_CLIENT_ID=
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# GOOGLE_CLIENT_SECRET=
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58
.env.prod.template
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58
.env.prod.template
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# ─── Port Nimara CRM — PROD environment template ─────────────────────────────
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#
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# Production env contains ONLY the boot-time minimum: DB connection, auth
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# secrets, encryption key, app URL, log level. Every integration credential
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# (Documenso, OpenAI, SMTP, S3) is configured per-port in the admin UI after
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# the first super-admin completes /setup. This keeps secrets out of the
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# infrastructure layer (k8s ConfigMap, .env files, deploy logs).
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#
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# Generate fresh secrets:
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# openssl rand -hex 32 # for BETTER_AUTH_SECRET, CSRF_SECRET
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# openssl rand -hex 32 # for EMAIL_CREDENTIAL_KEY (must be 64 hex chars)
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# ─── Required ────────────────────────────────────────────────────────────────
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DATABASE_URL=postgresql://USER:PASS@HOST:5432/port_nimara_crm
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REDIS_URL=redis://:PASS@HOST:6379
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BETTER_AUTH_SECRET=GENERATE_OPENSSL_RAND_HEX_32
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BETTER_AUTH_URL=https://crm.example.com
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CSRF_SECRET=GENERATE_OPENSSL_RAND_HEX_32
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# CRITICAL: rotating this orphans every encrypted credential in
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# system_settings. Plan a re-keying flow before rotating.
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EMAIL_CREDENTIAL_KEY=GENERATE_OPENSSL_RAND_HEX_32_PRODUCES_64_CHARS
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APP_URL=https://crm.example.com
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NEXT_PUBLIC_APP_URL=https://crm.example.com
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NODE_ENV=production
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LOG_LEVEL=info
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# ─── Multi-node guard ────────────────────────────────────────────────────────
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# Set true if running > 1 app instance. Forces the storage backend off
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# filesystem onto S3-compatible (filesystem mode is single-node only).
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MULTI_NODE_DEPLOYMENT=true
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# ─── Sentry (highly recommended in prod) ─────────────────────────────────────
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NEXT_PUBLIC_SENTRY_DSN=https://YOUR_KEY@YOUR_PROJECT.ingest.sentry.io/PROJECT_ID
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SENTRY_ENVIRONMENT=production
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SENTRY_TRACES_SAMPLE_RATE=0.1
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# ─── Webhook intake from marketing site (deployment-shared) ──────────────────
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# Must match the marketing site's CRM_INTAKE_SECRET. Min 16 chars.
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WEBSITE_INTAKE_SECRET=GENERATE_OPENSSL_RAND_HEX_16
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# ─── DO NOT SET in production ────────────────────────────────────────────────
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# EMAIL_REDIRECT_TO — Will fail boot validation (silently rewrites every
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# outbound email recipient).
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# SKIP_ENV_VALIDATION — Bypasses safety checks. Internal use only.
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# ─── Integration credentials live in /admin/<integration>, NOT here ──────────
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# Once deployed:
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# 1. Run `pnpm exec drizzle-kit push` (or your migration script)
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# 2. Hit https://crm.example.com/setup to create the first super-admin
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# 3. Log in → /admin/documenso, /admin/email, /admin/storage, /admin/ai
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# 4. Configure each integration. AES-encrypted at rest.
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# 5. Run `pnpm tsx scripts/encrypt-plaintext-credentials.ts` once to encrypt
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# any legacy plaintext rows from older deployments.
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@@ -26,6 +26,11 @@ pnpm exec playwright test --project=visual --update-snapshots # Regenerate base
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pnpm tsx scripts/dev-trigger-portal-invite.ts # Send a portal activation email
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pnpm tsx scripts/dev-imap-probe.ts # Dump recent IMAP inbox messages
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# Cloudflare quick-tunnel (for Documenso webhook testing)
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launchctl load ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist # start
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launchctl unload ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist # stop
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./scripts/tunnel-url.sh --copy # print + copy webhook URL
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# Schema migration (pnpm db:migrate is broken — apply via psql)
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PGPASSWORD=changeme psql -h localhost -p 5434 -U crm -d port_nimara_crm -f src/lib/db/migrations/0075_*.sql
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```
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51
scripts/tunnel-url.sh
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51
scripts/tunnel-url.sh
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@@ -0,0 +1,51 @@
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#!/usr/bin/env bash
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# Print the current Cloudflare quick-tunnel URL, or a clear status line
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# if the launchd job isn't running.
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#
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# Usage:
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# ./scripts/tunnel-url.sh # print URL or status
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# ./scripts/tunnel-url.sh --copy # print URL and copy to clipboard
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#
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# Paired with the launchd plist at:
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# ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist
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#
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# Quick ops:
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# launchctl load ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist # start
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# launchctl unload ~/Library/LaunchAgents/solutions.letsbe.pn-crm-tunnel.plist # stop
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# launchctl kickstart -k gui/$(id -u)/solutions.letsbe.pn-crm-tunnel # restart (NEW URL)
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set -euo pipefail
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LOG_FILE="$HOME/Library/Logs/pn-crm-tunnel.err.log"
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LABEL="solutions.letsbe.pn-crm-tunnel"
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if ! launchctl print "gui/$(id -u)/$LABEL" >/dev/null 2>&1; then
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echo "Tunnel is not loaded. Start with:"
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echo " launchctl load ~/Library/LaunchAgents/$LABEL.plist"
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exit 1
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fi
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if [[ ! -f "$LOG_FILE" ]]; then
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echo "Tunnel job is loaded but hasn't produced a log yet. Try again in a few seconds."
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exit 1
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fi
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# cloudflared prints the public URL once on startup, like:
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# https://<words>.trycloudflare.com
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# Take the most recent occurrence so a restart-then-rerun picks the
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# current one rather than a stale earlier line.
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URL=$(grep -Eo 'https://[a-z0-9-]+\.trycloudflare\.com' "$LOG_FILE" | tail -1 || true)
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if [[ -z "$URL" ]]; then
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echo "Tunnel is running but no URL has appeared in the log yet."
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echo "Tail it: tail -f $LOG_FILE"
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exit 1
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fi
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echo "$URL"
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echo "$URL/api/webhooks/documenso ← paste this into Documenso webhook settings"
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if [[ "${1:-}" == "--copy" ]]; then
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printf "%s/api/webhooks/documenso" "$URL" | pbcopy
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echo "(webhook URL copied to clipboard)"
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fi
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Block a user