Commit Graph

4 Commits

Author SHA1 Message Date
1882bcb2e4 fix(audit): H11 — gate cross-port coverBrandPortId in report runs
Layer 1: createReportRun rejects a user-triggered run whose coverBrandPortId
is a port the triggering user can't access (userCanAccessPort: super-admin or
userPortRoles membership). Layer 2: renderReportRun only honors the override
when it equals run.portId or the run's user is a member, else falls back to
the source port's branding — so a forged/scheduled config can't leak another
tenant's logo/name.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 12:18:11 +02:00
3bdf59e917 feat(reports-overhaul): sales + operational + custom reports, templates, schedules, exports
End-to-end reports build covering Phases 1, 2, 5, 6, 7 of Initiative 1
in docs/launch-readiness.md. Phases 3 (Marketing) + 4 (Financial)
remain deferred per the gap audit at the bottom of that doc.

Highlights:
- Sales performance report: 7 KPI tiles, pipeline funnel + stage
  velocity + win-rate-over-time + source conversion + rep leaderboard
  charts, deal-heat section, 5 detail tables, stage / lead-cat /
  outcome filters.
- Operational report: 7 KPIs, 7 charts (heatmap, status mix, tenancy
  churn, tenure histogram, signing box plot, occupancy by area, docs
  in pipeline), 4 tables. Module-OFF banner when tenancies disabled.
- Custom (ad-hoc) builder v1: 4 entities (clients, interests, berths,
  tenancies), column-whitelist composer, date filter, CSV download,
  save-as-template. Registry-only extension path for the remaining 6
  entities documented at src/lib/reports/custom/registry.ts.
- Templates: load / modify / save / save-as on Sales / Operational /
  Custom. ?templateId= URL deep-link hydration via useRef guard.
  Active-template badge clears when the user drives view-state via
  wrapped setters; raw setters used on template apply so the badge
  survives.
- Scheduled runs: BullMQ poll fires due schedules, mints report_runs,
  renders, optionally emails. Recipients optional (zero-recipient
  schedules archive without sending). PDF-only output for v1.
  Schedule dialog re-mounts via key prop on schedule.id transitions
  to avoid setState-in-effect reset patterns.
- Server-side PDF endpoint + shared payload renderer
  (lib/pdf/reports/payload-report.tsx) so client + scheduler share
  one rendering path.
- Shared currency formatter (lib/reports/format-currency.ts)
  consolidates 5 duplicated formatMoney helpers; fixes hardcoded
  'USD' in detail tables; pre-formats money rows so PDF export
  (which strips column.format callbacks at the JSON boundary)
  renders consistently with CSV / XLSX.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:41:53 +02:00
1e31ed66f1 feat(reports-p2): CRUD layer for report_runs + report_schedules
Builds the API + service layer the P1 schema migration 0084 set up:

- src/lib/validators/reports.ts: new schemas for list/create on runs +
  full CRUD on schedules. Locked enums for kind / output / cadence /
  status so the route layer can reject invalid combinations early.
- src/lib/services/report-runs.service.ts: list with kind/status/template
  filters, create with cross-port template guard + config.kind
  discriminator check, updateReportRunStatus for the future P3 worker to
  flip status through pending/rendering/complete/failed.
- src/lib/services/report-schedules.service.ts: full CRUD plus
  nextRunFor() deterministic cadence math. nextRunAt is recomputed on
  cadence change or on re-enable (off->on) but left untouched on no-op
  edits so a mid-cycle recipient swap doesn't slip the fire-time.
- /api/v1/reports/runs (GET + POST) + /api/v1/reports/runs/[id] (GET)
- /api/v1/reports/schedules (GET + POST) +
  /api/v1/reports/schedules/[id] (GET + PATCH + DELETE)
- tests/integration/report-runs-schedules.test.ts: 9 cases covering the
  cross-port FK guard, the config.kind cross-check, listing filters,
  cadence math for all three v1 cadences, the no-op-doesn't-slip rule,
  and the ON DELETE SET NULL contract on schedule deletion.

Permission gating: list/get on reports.view_dashboard (read), all mutations
on reports.export (write). Matches the existing /reports/templates routes.

P3 (the BullMQ render+email queue) is the next slice; it'll consume the
pending rows produced here.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 14:26:18 +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