Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
Payments (deposit / balance / refund records on an interest) used to
share `invoices.record_payment`, which forces a port that doesn't
issue invoices at all to still navigate the invoicing permission
group to grant its sales reps payment-recording rights. Splitting
the resource lets admins gate the two surfaces independently.
The new resource has three actions:
- view — gates the UI affordance (API reads still go through
`interests.view`)
- record — POST / PATCH a payment
- delete — DELETE a payment record
Seed maps updated for all six system roles; existing role rows +
per-user permission overrides are backfilled by migration 0064 so
upgrades don't silently lose access. Two call sites (POST /interests/
[id]/payments, PATCH /payments/[id]) → payments.record; one
(DELETE /payments/[id]) → payments.delete. The PermissionGates on the
payments-section UI swap to the new keys.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mirrors files.manage_folders. Gates create / rename / move / delete
of document folders, plus moving documents between folders. Reps with
documents.edit but not manage_folders can rename docs in place but
can't reorganise the tree. Admin + sales_manager get the perm by
default; sales_rep + viewer don't.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Permanent client deletion is now reachable from:
- archived single-client detail page (icon button, gated by new
admin.permanently_delete_clients perm)
- archived clients list bulk action
Both flows are 2-stage: request a 4-digit code (sent to operator's
account email, 10min Redis TTL), then enter both code AND a typed
confirmation (client name single, "DELETE N CLIENTS" bulk). Cascade
strategy preserves audit trails: signed documents, email threads,
files and reminders are detached but retained; addresses, contacts,
notes, portal user, GDPR records, interests and reservations are
deleted via FK cascade or explicit tx delete.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Manual stage override
Sales reps need to skip canTransitionStage rules when the data was
entered out of order — e.g. recording a contract_signed deal whose
earlier stages were never tracked in the system.
- New permission flag interests.override_stage in RolePermissions.
Plumbed through the schema TS type, the role-editor UI, the seed
file's pre-built roles (super_admin/director/sales_manager get it,
sales_agent + viewer don't), and the test factories.
- changeStageSchema gains an optional `override` boolean and the
service checks it before evaluating canTransitionStage. When
override=true the reason field becomes required (min 5 chars) and
is recorded in the audit log.
- The route handler gates `override` on the new permission so a
sales_agent without it can't pass override=true and bypass.
- InterestStagePicker auto-detects when the requested transition is
blocked by the table and switches into "override mode" — shows an
amber warning, requires the reason, button label flips to
"Override stage". When the operator lacks the permission, the
warning is red and the button is disabled.
Residential Partner role
Per the smart-archive scoping conversation: external partners who
handle residential inquiries shouldn't see marina clients, yachts,
berths, or financials. The two residential_* permission groups
already exist; this commit just seeds a pre-built system role
("residential_partner") with those flags + minimal own-reminders, so
admins can invite a partner today via /admin/users without manually
building the permission set.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes the five highest-risk findings from
docs/audit-comprehensive-2026-05-05.md so the platform is not exposed
while the rest of the audit backlog (1 CRIT + 18 HIGH + 32 MED + 23 LOW)
is worked through:
* CVE-2025-29927 — bump next 15.1.0 → 15.2.9; nginx strips
X-Middleware-Subrequest at the edge as defense-in-depth.
* Cross-tenant role escalation — POST/PATCH/DELETE on /admin/roles now
require super-admin (was: any holder of admin.manage_users). Adds
shared `requireSuperAdmin(ctx)` helper.
* Silent-403 traps — `documents.edit` and `files.edit` keys added to
RolePermissions; seeded role values updated; migration 0041 backfills
the new keys on every existing roles+port_role_overrides JSONB. File
routes remap the dead `create` action to `upload` / `manage_folders`.
* Berth-PDF / brochure register endpoints — reject body.storageKey
unless it matches the namespace the matching presign endpoint issued
(prevents repointing a tenant's PDF at foreign-port bytes).
* Portal auth rate limits — sign-in 5/15min/(ip,email),
forgot-password 3/hr/IP, activate/reset/set-password 10/hr/IP. Adds
`enforcePublicRateLimit()` for non-`withAuth` routes.
Test status unchanged: 1168/1168 vitest, tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md (CRITICAL, HIGH §§1–4)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Followup to 886119c (refactor(sales): consolidate pipeline stages) — the
runtime enum was renamed but a few test fixtures and PDF report templates
still referenced the legacy names, leaving them broken at the type level
(36 tsc errors before this fix).
Renames in this commit:
visited -> in_communication (alerts test) / removed (PDF reports)
signed_eoi_nda -> eoi_signed
contract -> contract_signed (interests test) / contract_sent (factory)
Affected files: pipeline-report, revenue-report, makeCreateInterestInput
factory, alerts-engine, pipeline-transitions, interest-scoring.
Verification: tsc clean, 858/858 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 14: adds a tier-3.5 Playwright pass that opens every refactored page,
clicks every visible button/link/role=button, and asserts no console
errors, no app-side network 4xx/5xx, and no click-time exceptions.
Helper:
- tests/helpers/click-everything.ts — shared `clickEverythingOnPage`
with default skips for destructive selectors (archive, delete,
transfer, sign-out), auto-closing of dialogs, and return-to-start
after navigation.
Exhaustive specs (tests/e2e/exhaustive/):
- 01-yachts: list + detail + transfer dialog
- 02-companies: list + detail + add-membership dialog
- 03-reservations: berth list + detail reservations tab + reserve
dialog
- 04-client-detail: list + detail walking every tab
- 05-eoi-generate: generate dialog opens with Documenso option
- 06-invoice-form: new-invoice dialog billing-entity toggle
- 07-berths: list + detail walking every tab
- 08-portal: client portal yachts / memberships / reservations
- 09-navigation: every primary nav target loads cleanly
Destructive specs (tests/e2e/destructive/):
- 01-yacht-archive: create-via-API → archive via UI → assert removed.
Skips with a clear message when the global setup does not seed an
owner client (avoids brittle failures while the full destructive
fixture lands).
Playwright config: testDir hoisted to ./tests/e2e; new `exhaustive` and
`destructive` projects share the existing setup project. New scripts
test:e2e / test:e2e:smoke / test:e2e:exhaustive / test:e2e:destructive
in package.json drive each project independently.
CI integration deferred — no .github/workflows/* exists in this repo
yet, so the PR 14 task to wire a separate CI job is N/A. The new
projects will pick up automatically when a workflow lands.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR 13: now that all reads are migrated to the dedicated yacht / company
/ membership entities, drop the columns that mirrored them on `clients`:
companyName, isProxy, proxyType, actualOwnerName, relationshipNotes,
yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M},
berthSizeDesired.
Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE
DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to
apply.
Caller cleanup (zero behavioral change to remaining flows):
- Drops the legacy `generateEoi` flow entirely (route, service function,
pdfme template, validator schema). The dual-path generate-and-sign
service from PR 11 has fully replaced it; the route was no longer
wired to the UI.
- `clients.service`: company-name search column / WHERE / audit value
removed; search now ranks by full name only.
- `interests.service`: `resolveLeadCategory` reads dimensions from
`yachts` via `interest.yachtId` instead of the dropped
`client.yachtLength{Ft,M}`.
- `record-export`: client-summary now lists yachts via owner-side
lookup (direct + active company memberships); interest-summary fetches
yacht via `interest.yachtId`. Both PDF templates updated to read
yacht details from the new entity.
- `client-detail-header`, `client-picker`, `command-search`,
`search-result-item`, `use-search` hook, `types/domain.ts`,
`search.service` — drop the companyName badge / sub-label / typed
field everywhere it was rendered or fetched.
- `ai.ts` worker: drop the company / yacht context lines from the
prompt (will be re-added later sourced from the new entities).
- `validators/interests.ts`: remove the deprecated public-form flat
yacht/company fields. The route already ignores them.
- `factories.ts`: drop the `isProxy: false` default.
Tests: 652/652 green; type-check clean. The
`security-sensitive-data` tests use `companyName` / `isProxy` as
arbitrary record keys for a generic util — left unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Add yacht list + create routes, export RouteHandler type and inner
handlers so tests can invoke them directly with a mock AuthContext.
New tests/helpers/route-tester.ts provides makeMockCtx/makeMockRequest
reusable by subsequent Task 3.x routes.
Adds `listYachts`, `listYachtsForOwner`, and `autocomplete` to the
yacht service so UIs can page/filter yachts per port, look up all
yachts tied to a given client/company, and power search-as-you-type.
`listYachts` delegates to the shared port-scoped `buildListQuery`,
supporting search over name/hullNumber/registration plus ownerType,
ownerId and status filters; `autocomplete` caps at 10 results and is
tenant-scoped; `listYachtsForOwner` returns all yachts whose current
owner matches, newest first. Extends `makeYacht` factory to accept
flat `name`, `status`, `hullNumber`, `registration` overrides.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds integration test covering:
- idx_yoh_active: only one active ownership row per yacht
- idx_br_active: only one active reservation per berth (non-active rows
are ignored by the partial index)
- Case-insensitive company name uniqueness within a port, with same-name
companies allowed across different ports
Extends tests/helpers/factories.ts with async DB-inserting factories for
ports, clients, berths, yachts (+ ownership history row) and companies.
The new factories use the app's `db` handle so FK and partial unique
indexes are enforced by Postgres. The in-memory data helpers used by
unit tests (makeAuditMeta, makeCreateClientInput, permission helpers)
are preserved.
