pn-new-crm

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Author	SHA1	Message	Date
Matt	660553c074	feat(admin+search): user-mgmt polish, role labels, search keyword index Admin search now matches against per-card keyword lists so typing "client portal", "smtp", "tier ladder" lands on the System Settings card (which hosts those flags). The same keyword list extends the topbar global search (NAV_CATALOG) so any setting key resolves from the cmd-K input — settings results sort to the bottom of the dropdown beneath entity hits. User management: - Third action button (Power/PowerOff) enables/disables sign-in from the desktop list; mobile card dropdown gains the same item. Backed by the existing userProfiles.isActive flag — withAuth already refuses disabled sessions with 403. - UserForm collects first + last name (canonical) alongside displayName, with admin email-change behind a confirmation modal. On confirm we send the OLD address an automated "your admin changed your sign-in email" notice (new template at admin-email-change.ts) and rewrite the Better Auth user row. - Phone field swaps the bare tel input for the shared PhoneInput (country combobox + AsYouType formatting + E.164 storage). - "Manage permissions" link points to /admin/roles?focusUser=… as a stepping stone for the future fine-tuned-permissions UI. Role names normalize through a new ROLE_LABELS + formatRole() helper in constants.ts. Replaces the ad-hoc humanizeRole in sidebar and the prettifyRoleName in role-list; user-list and user-card now render "Sales Agent" instead of "sales_agent". Custom roles pass through unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 16:14:12 +02:00
Matt Ciaccio	e8d61c91c4	feat(platform): residential module + admin UI + reliability fixes All checks were successful Build & Push Docker Images / lint (pull_request) Successful in 1m2s Details Build & Push Docker Images / build-and-push (pull_request) Has been skipped Details 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>	2026-04-27 21:54:32 +02:00
Matt	f60159e91a	Implement admin users and roles management - Add user CRUD: list, create (via Better Auth), update role/status, remove from port - Add role CRUD: create, update permissions, delete with system role protection - Full permissions matrix UI with accordion groups and per-action checkboxes - Validators, services, API routes, and UI components following existing patterns Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-08 15:47:11 -04:00

Author

SHA1

Message

Date

Matt

660553c074

feat(admin+search): user-mgmt polish, role labels, search keyword index

Admin search now matches against per-card keyword lists so typing
"client portal", "smtp", "tier ladder" lands on the System Settings card
(which hosts those flags). The same keyword list extends the topbar
global search (NAV_CATALOG) so any setting key resolves from the cmd-K
input — settings results sort to the bottom of the dropdown beneath
entity hits.

User management:
- Third action button (Power/PowerOff) enables/disables sign-in from the
  desktop list; mobile card dropdown gains the same item. Backed by the
  existing userProfiles.isActive flag — withAuth already refuses
  disabled sessions with 403.
- UserForm collects first + last name (canonical) alongside displayName,
  with admin email-change behind a confirmation modal. On confirm we
  send the OLD address an automated "your admin changed your sign-in
  email" notice (new template at admin-email-change.ts) and rewrite
  the Better Auth user row.
- Phone field swaps the bare tel input for the shared PhoneInput
  (country combobox + AsYouType formatting + E.164 storage).
- "Manage permissions" link points to /admin/roles?focusUser=… as
  a stepping stone for the future fine-tuned-permissions UI.

Role names normalize through a new ROLE_LABELS + formatRole() helper
in constants.ts. Replaces the ad-hoc humanizeRole in sidebar and the
prettifyRoleName in role-list; user-list and user-card now render
"Sales Agent" instead of "sales_agent". Custom roles pass through
unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

2026-05-12 16:14:12 +02:00

Matt Ciaccio

e8d61c91c4

feat(platform): residential module + admin UI + reliability fixes

Build & Push Docker Images / lint (pull_request) Successful in 1m2s

Details

Build & Push Docker Images / build-and-push (pull_request) Has been skipped

Details

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>

2026-04-27 21:54:32 +02:00

Matt

f60159e91a

Implement admin users and roles management

- Add user CRUD: list, create (via Better Auth), update role/status, remove from port
- Add role CRUD: create, update permissions, delete with system role protection
- Full permissions matrix UI with accordion groups and per-action checkboxes
- Validators, services, API routes, and UI components following existing patterns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

2026-04-08 15:47:11 -04:00

3 Commits