feat(platform): residential module + admin UI + reliability fixes
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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>
This commit is contained in:
Matt Ciaccio
2026-04-27 21:54:32 +02:00
parent fac8021156
commit e8d61c91c4
121 changed files with 34105 additions and 1016 deletions

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@@ -0,0 +1,32 @@
import { pgTable, text, boolean, timestamp, index, uniqueIndex } from 'drizzle-orm/pg-core';
/**
* Single-use admin-issued invites for CRM users (better-auth realm).
*
* `tokenHash` is a SHA-256 hash of the raw token sent in the email. Lookups
* happen by hash so a DB compromise never leaks active tokens. The invite
* is consumed at /set-password — the route creates the better-auth `user`
* row + `account` credential and the matching `user_profiles` extension.
*/
export const crmUserInvites = pgTable(
'crm_user_invites',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
email: text('email').notNull(),
name: text('name'),
tokenHash: text('token_hash').notNull(),
isSuperAdmin: boolean('is_super_admin').notNull().default(false),
expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
usedAt: timestamp('used_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
uniqueIndex('idx_crm_invites_token_hash').on(table.tokenHash),
index('idx_crm_invites_email').on(table.email),
],
);
export type CrmUserInvite = typeof crmUserInvites.$inferSelect;
export type NewCrmUserInvite = typeof crmUserInvites.$inferInsert;

View File

@@ -34,6 +34,13 @@ export * from './email';
// Portal (client-portal auth)
export * from './portal';
// CRM admin invites (better-auth realm)
export * from './crm-invites';
// Residential (parallel domain — separate clients & interests for the
// external residential team)
export * from './residential';
// Operations
export * from './operations';

View File

@@ -86,6 +86,7 @@ import {
customFieldDefinitions,
customFieldValues,
} from './system';
import { residentialClients, residentialInterests } from './residential';
// ─── Ports ────────────────────────────────────────────────────────────────────
@@ -116,6 +117,8 @@ export const portsRelations = relations(ports, ({ many }) => ({
savedViews: many(savedViews),
userNotificationPreferences: many(userNotificationPreferences),
customFieldDefinitions: many(customFieldDefinitions),
residentialClients: many(residentialClients),
residentialInterests: many(residentialInterests),
berthMaintenanceLogs: many(berthMaintenanceLog),
clientMergeLogs: many(clientMergeLog),
clientRelationships: many(clientRelationships),
@@ -819,3 +822,24 @@ export const customFieldValuesRelations = relations(customFieldValues, ({ one })
references: [customFieldDefinitions.id],
}),
}));
// ─── Residential ──────────────────────────────────────────────────────────────
export const residentialClientsRelations = relations(residentialClients, ({ one, many }) => ({
port: one(ports, {
fields: [residentialClients.portId],
references: [ports.id],
}),
interests: many(residentialInterests),
}));
export const residentialInterestsRelations = relations(residentialInterests, ({ one }) => ({
port: one(ports, {
fields: [residentialInterests.portId],
references: [ports.id],
}),
client: one(residentialClients, {
fields: [residentialInterests.residentialClientId],
references: [residentialClients.id],
}),
}));

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@@ -0,0 +1,94 @@
import { pgTable, text, timestamp, index } from 'drizzle-orm/pg-core';
import { ports } from './ports';
/**
* Residential clients — physically separated from `clients` because the
* residential side is handled by an external team that should never see
* marina-side data, and vice versa. The two domains share a port but no
* tables, so the access boundary is enforced at the schema level.
*/
export const residentialClients = pgTable(
'residential_clients',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
fullName: text('full_name').notNull(),
email: text('email'),
phone: text('phone'),
placeOfResidence: text('place_of_residence'),
preferredContactMethod: text('preferred_contact_method'), // email | phone
/**
* Lifecycle: prospect | active | inactive. Distinct from
* pipeline_stage on residential_interests (which is per-inquiry).
*/
status: text('status').notNull().default('prospect'),
source: text('source'), // website | manual | referral | broker
notes: text('notes'),
archivedAt: timestamp('archived_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_residential_clients_port').on(table.portId),
index('idx_residential_clients_email').on(table.email),
index('idx_residential_clients_archived').on(table.portId, table.archivedAt),
],
);
/**
* Residential interests — one per inquiry/lead. A residential_client can
* have multiple interests over time (e.g. inquired about a unit in 2025,
* came back about a different unit in 2026).
*
* Pipeline stages: new | contacted | viewing_scheduled | offer_made |
* offer_accepted | closed_won | closed_lost.
*/
export const residentialInterests = pgTable(
'residential_interests',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
residentialClientId: text('residential_client_id')
.notNull()
.references(() => residentialClients.id, { onDelete: 'cascade' }),
pipelineStage: text('pipeline_stage').notNull().default('new'),
source: text('source'), // website | manual | referral | broker
notes: text('notes'),
/**
* Free-text capture of unit-type / size / floor / budget preferences —
* residential leads are exploratory and the external team uses notes
* heavily. Schema can grow into structured columns later if needed.
*/
preferences: text('preferences'),
/**
* better-auth user id of the residential team member working this lead.
*/
assignedTo: text('assigned_to'),
dateFirstContact: timestamp('date_first_contact', { withTimezone: true }),
dateLastContact: timestamp('date_last_contact', { withTimezone: true }),
archivedAt: timestamp('archived_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_residential_interests_port').on(table.portId),
index('idx_residential_interests_client').on(table.residentialClientId),
index('idx_residential_interests_stage').on(table.portId, table.pipelineStage),
index('idx_residential_interests_assigned').on(table.assignedTo),
index('idx_residential_interests_archived').on(table.portId, table.archivedAt),
],
);
export type ResidentialClient = typeof residentialClients.$inferSelect;
export type NewResidentialClient = typeof residentialClients.$inferInsert;
export type ResidentialInterest = typeof residentialInterests.$inferSelect;
export type NewResidentialInterest = typeof residentialInterests.$inferInsert;

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@@ -118,6 +118,19 @@ export type RolePermissions = {
manage_tags: boolean;
system_backup: boolean;
};
residential_clients: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
};
residential_interests: {
view: boolean;
create: boolean;
edit: boolean;
delete: boolean;
change_stage: boolean;
};
};
export type UserPreferences = {
@@ -251,6 +264,13 @@ export const userPortRoles = pgTable(
roleId: text('role_id')
.notNull()
.references(() => roles.id, { onDelete: 'cascade' }),
/**
* Per-user per-port toggle that grants full residential domain access
* (residential_clients.* and residential_interests.*) on top of the
* user's primary role. Lets admins flip residential access for sales
* staff individually without minting a second role.
*/
residentialAccess: boolean('residential_access').notNull().default(false),
assignedBy: text('assigned_by'), // user ID of who assigned this
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},