Commit Graph

5 Commits

Author SHA1 Message Date
0d9208a052 fix(audit): A1/A2/A4/A6/A8/A9/A16/A17/A19/A20 from 2026-05-15 sweep
Knocks out 10 of the 13 known issues from yesterday's Playwright audit.

A4 — Client form silently rejected submit when a contact row had an
empty value. The F19 filter ran in mutationFn after zod's
handleSubmit had already short-circuited on min(1). Now wraps the
onSubmit to prune empty rows BEFORE handleSubmit/zod sees them.

A16 — File upload to documents hub root 400'd because FormData.get
returns null for absent fields and zod's .optional() rejects null.
Route handler now coerces null/empty → undefined before parse.

A17 — Added /api/v1/me/ports endpoint that any authenticated user
can hit; client.ts now uses it as the bootstrap port-slug→port-id
resolver. Eliminates the wasteful 400s sales-reps and viewers were
firing on every page load against the super-admin-gated /admin/ports.

A1 — Filter permission_denied actions from the dashboard activity
feed. Still in the audit log; just not noise on the dashboard.

A2 — New LEGACY_STAGE_REMAP table + canonicalizeStage / stageLabelFor
helpers in lib/constants. Activity-feed maps legacy 9-stage enum
values (deposit_10pct, contract_sent, etc.) to their 7-stage labels
on the way out, so historical audit rows read as "Deposit Paid" not
"Deposit 10Pct".

A19 — Same-stage write now returns 204 No Content. Service returns
a STAGE_NOOP sentinel; the route handler translates it.

A9 — Catch-up wizard now derives stage from berth status (under_offer
→ EOI, sold → contract) with a stageOverride state for explicit
user picks. Avoids the set-state-in-effect rule violation.

A20 — OwnerPicker shows a "Client / Company" hint chip on the
trigger when no value is set, so users know the trigger opens a
two-tab picker instead of just a client list.

A8 — Migration 0066 normalizes legacy `statusOverrideMode = 'auto'`
to NULL so the column lives at strictly 3 states.

A6 — file-preview-dialog gets a screen-reader DialogDescription so
the Radix "Missing aria-describedby" warning stops firing on every
preview.

A18 closed as not-a-bug: /api/v1/users genuinely doesn't exist
(Next returns 404); /api/v1/admin/audit exists and 403s.

A5 (Socket.IO dev noise) + A3 (react-grab CSP) left for a separate
pass — both are dev-only cosmetic.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 01:12:20 +02:00
880c5cbafc feat(documents-wizard): replace UUID-paste fields with searchable pickers + inline upload
Reps no longer have to copy/paste UUIDs into the New-document wizard.

Three UUID inputs replaced:
- Template id Input → DocumentTemplatePicker (queries /api/v1/document-templates
  with name search; filters to isActive=true)
- Uploaded file id Input → inline FileUploadZone (drop or browse PDF; surfaces
  the uploaded file id directly to the wizard via the new onUploadComplete
  signature)
- Subject id Input → conditional picker: ClientPicker / CompanyPicker /
  YachtPicker / InterestPicker depending on the subject-type dropdown.
  Reservation falls back to Input for now (no ReservationPicker yet).

Other polish in the wizard:
- SIGNER_ROLES labels capitalized in the role select (client → Client, etc.)
  via a formatSignerRole() helper. Internal values stay lowercase.
- Pinned h-9 on Select triggers so the type/subject row + signer-role select
  vertically align with their adjacent inputs.
- Subject-type change now resets subjectId — picker options are type-specific
  and a stale id from a different entity table would be invalid.

Infrastructure for hub uploads (will be consumed in a follow-up dropdown +
drag-drop pass):
- /api/v1/files/upload route now parses folderId from FormData (schema
  already supported it).
- FileUploadZone accepts a folderId prop and forwards it, plus a new
  onUploadComplete(file) callback shape that surfaces { id, filename } on
  each successful upload. Existing per-entity callers (Files tab on clients,
  companies, yachts, interests) ignore the arg, no behaviour change.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 15:17:02 +02:00
8dc16dcd2e fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
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Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.

Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
  verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
  buggy issuer in some future code path that mixes port scopes — every
  storage key generated by generateStorageKey() already prefixes the
  slug. document-sends opts in for 24h emailed download links; other
  callers continue working unchanged via the optional field.

DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
  DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
  uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
  (storage_backend, NULL) rows that had accumulated from race-prone
  delete-then-insert patterns in ocr-config / settings / residential-
  stages / ai-budget services. All four services converted to true
  onConflictDoUpdate upserts so the race window is closed.

API uniformity:
- Response shape standardization: 16 routes converted from
  `{ success: true }` to 204 No Content. CLAUDE.md documents the
  convention (`{ data: <T> }` for content, 204 for empty mutations,
  portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
  (custom-fields, expenses/export ×3, currency convert,
  search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
  versions, parse-results}). Uniform 400 error shapes for
  ZodError-flagged bodies.

Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
  `{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
  the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
  per-port custom_field_definitions for client/interest/berth contexts
  and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
  tokens now expand (search index + entity-diff remain documented
  design limitations).

/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
  alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
  visible Documents tab in company-tabs.tsx (was a hidden stub).

Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
  worker handlers). Both are placeholders for future feature surfaces,
  not bugs — per-port digest works for every customer; nothing
  currently enqueues import jobs (verified). Annotated in BACKLOG.

BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).

Tests: 1185/1185 vitest, tsc clean.
2026-05-08 02:20:27 +02:00
Matt Ciaccio
312779c0c5 fix(security): tier-0 audit blockers (next CVE, role gate, perm traps, key validation, rate limits)
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>
2026-05-05 18:33:13 +02:00
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
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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