Lands the one-shot migration pipeline from the legacy NocoDB Interests
base into the new client/interest schema. Dry-run mode is fully
operational: pulls the live snapshot, runs the dedup library, and
writes a CSV + Markdown report under .migration/<timestamp>/. The
--apply phase is stubbed for a follow-up PR per the design's P3
implementation sequence.
Schema additions
================
- `client_merge_candidates` — pairs flagged by the background scoring
job for the /admin/duplicates review queue. Status enum: pending /
dismissed / merged. Unique-(portId, clientAId, clientBId) so the
same pair can't surface twice. Empty until P2 lands the cron.
- `migration_source_links` — idempotency ledger. Maps source-system
rows (NocoDB Interest #624 → new client UUID) so re-running --apply
against the same dry-run report skips already-imported entities.
Both tables ship with the migration `0020_unusual_azazel.sql` —
already applied to the local dev DB during this commit's preparation.
Library
=======
src/lib/dedup/nocodb-source.ts
Read-only adapter for the legacy NocoDB v2 API. xc-token auth,
auto-paginates until isLastPage, captures the table IDs from the
2026-05-03 audit. `fetchSnapshot()` pulls every relevant table in
parallel into one in-memory object the transform layer consumes.
src/lib/dedup/migration-transform.ts
Pure function: NocoDB snapshot in, MigrationPlan out. Per row:
- normalizes name / email / phone / country via the dedup library
- parses the legacy DD-MM-YYYY / DD/MM/YYYY / ISO date formats
- maps the 8-stage `Sales Process Level` enum to the new 9-stage
pipelineStage
- filters yacht-name placeholders ('TBC', 'Na', etc.)
- merges Internal Notes + Extra Comments + Berth Size Desired into
a single notes blob
Then runs `findClientMatches` pairwise (with blocking) and
union-finds clusters of rows whose score crosses the auto-link
threshold (90). Lower-scoring pairs (50–89) become 'needs review'.
Each cluster's "lead" row is picked by completeness score with
recency tie-break.
src/lib/dedup/migration-report.ts
Writes three artifacts to .migration/<timestamp>/:
- report.csv — one row per planned op, RFC-4180 escaped
- summary.md — human-skimmable overview
- plan.json — full structured plan for the --apply phase
CSV cells with comma / quote / newline are quoted; internal quotes
are doubled. No external CSV dep.
src/lib/dedup/phone-parse.ts
Script-safe wrapper around libphonenumber-js's `core` entry that
loads `metadata.min.json` directly. The default `index.cjs.js`
bundled by libphonenumber hits a metadata-shape interop bug under
Node 25 + tsx (`{ default }` wrapping); core+JSON sidesteps it.
The dedup `normalizePhone` and `find-matches` both use this wrapper
now so the same code path runs in vitest, Next.js, and the migration
CLI without surprises.
src/lib/dedup/normalize.ts
Tightened country resolution: added Caribbean short-form aliases
('antigua' → AG, 'st kitts' → KN, etc.) and a city map covering the
US locations seen in the NocoDB dump (Boston, Tampa, Fort
Lauderdale, Port Jefferson, Nantucket). Also relaxed phone parsing
to drop the `isValid()` strict check — the libphonenumber min build
rejects many real NANP-territory numbers, and dedup only needs a
canonical E.164 to compare.
CLI
===
scripts/migrate-from-nocodb.ts
pnpm tsx scripts/migrate-from-nocodb.ts --dry-run
→ Pulls the live NocoDB base (NOCODB_URL + NOCODB_TOKEN env vars),
runs the transform, writes report. No DB writes.
pnpm tsx scripts/migrate-from-nocodb.ts --apply --report .migration/<dir>/
→ Stubbed; exits with `not yet implemented` and a pointer to the
design doc. Apply phase ships in a follow-up.
Tests
=====
tests/unit/dedup/migration-transform.test.ts (7 cases)
Fixture-based regression. A frozen 12-row NocoDB snapshot covers
every duplicate pattern in the design (§1.2). The test asserts:
- 12 input rows → 7 unique clients (cluster math is right)
- Patterns A / B / C / E auto-link
- Pattern F (Etiennette Clamouze) does NOT auto-link
- Every interest preserved as its own row even when clients merge
- 8-stage → 9-stage enum mapping is correct per spec
- Multi-yacht merge (Constanzo CALYPSO + Costanzo GEMINI under one
client) — the design's signature win
- Output is deterministic (run twice, identical)
Validation against real data
============================
Ran `pnpm tsx scripts/migrate-from-nocodb.ts --dry-run` against the
live NocoDB. Result on 252 Interests rows:
- 237 clients (15 merged into 13 clusters)
- 252 interests (one per source row)
- 406 contacts, 52 addresses
- 13 auto-linked clusters (every confirmed cluster from §1.2 audit)
- 3 pairs flagged for review (Camazou, Zasso, one new)
- 1 phone placeholder flagged
Total dedup test count: 57 (50 from P1 + 7 fixture tests).
Lint: clean. Tsc: clean for new files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The pure-logic spine of the client deduplication system spec'd in
docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md.
Two modules, JSX-free, vitest-tested against fixtures drawn directly
from real dirty values observed in the legacy NocoDB Interests audit.
src/lib/dedup/normalize.ts
- normalizeName: trims whitespace, replaces \r/\n/\t, intelligently
title-cases ALL-CAPS surnames while keeping particles (van / de /
dalla / etc.) lowercase mid-name. Preserves Irish O' surnames and
the "slash-with-company" structure ("Daniel Wainstein / 7 Knots,
LLC") seen in production. Returns a surnameToken (lowercased last
non-particle token) for use as a dedup blocking key.
- normalizeEmail: trim + lowercase + zod email validation. Plus-aliases
preserved; null on invalid.
- normalizePhone: pre-cleans the input (strips spreadsheet apostrophes,
carriage returns, dots/dashes/parens, converts 00 prefix to +) then
delegates to libphonenumber-js. Detects multi-number fields ("a/b",
"a;b") and placeholder fakes (8+ consecutive zeros, e.g.
+447000000000). Flags every quirk so the migration report and runtime
audit log can surface it.
- resolveCountry: maps free-text country/region input to ISO-3166-1
alpha-2 via alias → exact (vs. Intl-derived names) → city → fuzzy
(Levenshtein ≤ 2). Fuzzy is gated by length so 4-char inputs ("Mars")
don't false-positive against short country names.
- levenshtein: standard iterative implementation, exported for reuse
by find-matches.
src/lib/dedup/find-matches.ts
- findClientMatches: builds three blocking indexes off the pool (email
/ phone / surname-token), gathers the comparison set via union, and
scores each candidate via the rule set in design §4.2:
Email match +60
Phone E.164 match +50 (≥ 8 digits, excludes placeholder zeros)
Name exact match +20
Surname + given fuzzy +15 (Levenshtein ≤ 1)
Negative: shared email but different phone country −15
Negative: name match but no shared contact −20
Score is clamped to [0,100]. Confidence tier ('high' / 'medium' /
'low') is derived from configurable thresholds passed in by the
caller — defaults are highScore=90, mediumScore=50.
tests/unit/dedup/normalize.test.ts (38 cases)
Every dirty-data pattern from design §1.3 has a fixture: carriage
returns in names, ALL-CAPS surnames, lowercase entries, particles,
slash-with-company, plus-aliases, capitalized email localparts,
spreadsheet-apostrophe phones, multi-number phones, placeholder
phones, 00-prefix phones, French/UK local-format phones,
Saint-Barthélemy diacritic variants, Kansas City fallback.
tests/unit/dedup/find-matches.test.ts (12 cases)
Each duplicate cluster from design §1.2 has a test:
- Pattern A (Deepak Ramchandani — pure double-submit) → high
- Pattern B (Howard Wiarda — phone format variance) → high
- Pattern C (Nicolas Ruiz — name capitalization) → high
- Pattern D (Chris/Christopher Allen — name shortening) → high
- Pattern E (Christopher Camazou — typo on resubmit) → high or medium
- Pattern E (Constanzo/Costanzo — surname typo, multi-yacht) → high
- Pattern F (Etiennette Clamouze — same name, different country) →
must NOT auto-merge
- Pattern F (Bruno+Bruce — shared household contact) → no match
- Negative evidence (same email, different phone country) → medium
- Blocking (no shared keys → 0 matches)
- Sort order (high before low)
- Empty pool
Total: 50 new tests, all green. Zero changes to runtime behavior or
schema; unblocks P2 (runtime surfaces) and P3 (NocoDB migration).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds integration coverage for the routes / handlers shipped in the
preceding audit-fix commits, plus refactors two route files to expose
inner handlers from a sibling `handlers.ts` (the pattern used elsewhere
in `src/app/api/v1`) so tests can call them without the
`withAuth(withPermission(…))` wrapper.
New tests (18 cases across 4 files):
- `tests/integration/portal-auth.test.ts` (6) — verifyPortalToken
rejects tokens missing `aud: 'portal'` or `iss: 'pn-crm'`, with the
wrong audience (CRM-session-replay shape) or wrong issuer, plus a
round-trip happy path. Locks in the portal-vs-CRM token isolation.
- `tests/integration/api/saved-views-ownership.test.ts` (6) — patch
and delete handlers return 403 for a different user, 404 for an
unknown id or cross-port id, and 200 for the owner. Ownership is
enforced at the route layer regardless of the service's internal
filtering.
- `tests/integration/api/berth-reservations-list.test.ts` (3) — the
new global list returns rows for the current port only and honors
pagination params. A reservation in a different port never leaks.
- `tests/integration/documents-expired-webhook.test.ts` (3) —
handleDocumentExpired flips the document to `expired`, also flips
the linked interest's `eoiStatus`, writes a `documentEvents` row,
and is a no-op (not a throw) when the documensoId is unknown.
Refactors:
- `src/app/api/v1/saved-views/[id]/route.ts` extracts `patchHandler` /
`deleteHandler` (and the shared `assertViewOwner`) into
`handlers.ts`. The route file is now a 4-line `withAuth(handler)`
wrapper.
- `src/app/api/v1/berth-reservations/route.ts` extracts `listHandler`
similarly. Tests import directly from `handlers.ts`.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two correctness bugs in the real-time stack — both silent failures, both
session-wide once they trigger.
(1) `SocketProvider` was setting the React context to null on every
`disconnect` event. socket.io's built-in reconnection re-establishes the
underlying transport and replays handlers, but the React tree had
already lost its reference to the socket — so every `useSocket()`
consumer saw null until a session/port change forced a remount. Effect:
after the first transient drop (laptop sleep, wifi blip, server
restart), realtime invalidation and toasts went dead session-wide with
no user-visible signal.
Fix: keep the socket reference stable for the lifetime of the
session+port, and surface a separate `isConnected` boolean for any UI
that wants to render an offline indicator. Exposed as a new
`useIsSocketConnected()` hook; `useSocket()` signature is unchanged.
(2) `useRealtimeInvalidation` captured `eventMap` as a useEffect
dependency. Every caller passes a fresh `{ ... }` object literal on each
render, so the effect re-ran every render → `socket.off`/`socket.on`
storm on pages with many subscribed events.
Fix: extract the subscription logic into a pure helper
(`realtime-invalidation-core.ts`, JSX-free for vitest). The hook now
keeps the latest map in a ref and only re-subscribes when the SET of
event names changes (joined-keys signature, not object identity). The
handler reads `ref.current` at fire time, so callers still see fresh
queryKey lists without re-binding.
Helper is unit-tested with a stub socket: registration count,
fire-time map lookup, cleanup deregistration, missing-event safety.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Match the gate to the actual EOI's structure (Section 2 vs Section 3) so
the rep can generate the document the moment they have what they need —
and not before.
Required (Section 2 — top paragraph):
- Client name
- Client primary email
- Client primary address
Optional (Section 3 — left blank when absent):
- Linked yacht (name, dimensions)
- Linked berth (mooring number)
Previously the dialog blocked generation unless yacht AND berth were both
linked, which was overzealous — early-stage EOIs are routinely sent before
a specific berth is pinned down.
- eoi-context.ts: yacht and berth are now nullable in the returned
context. The hard ValidationError is now driven by the EOI's Section
2 fields (name/email/address) rather than yacht/berth presence. The
owner block falls back to the interest's client when no yacht is
linked, so signing parties remain resolvable.
- documenso-payload.ts + fill-eoi-form.ts: Section 3 form values
render as empty strings when yacht or berth are absent, so the
rendered PDF leaves those template inputs blank.
- document-templates.ts: yacht.* and berth.* tokens fall back to
empty strings; the legacy-fallback catch handler also recognises
the new "missing required client details" error.
- interests.service.ts: getInterestById now also returns
`clientPrimaryEmail` and `clientHasAddress` so the Documents tab
can compute the EOI prerequisites checklist client-side without an
extra fetch.
- eoi-generate-dialog.tsx: prereqs split into two groups visually —
Required (with red ✗ when missing) and Optional (with grey – when
absent). The Generate button only requires the Required block to
pass. A small amber banner surfaces when Required is incomplete so
the rep knows where to add the missing data.
Tests: 835/835 pass. Replaces the obsolete "throws on missing yacht/
berth" tests with parity coverage for the new behaviour ("builds a
valid context when yacht/berth missing", "throws when client email/
address missing"). Adds a payload test for the empty-Section-3 case.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task 24 audit run hit the 10-minute test.setTimeout ceiling after capturing
2 of 4 viewport passes (iphone-se complete, iphone-16 complete-ish, 16-pro
partial, pro-max not started). 4 viewports × ~45 routes × slowMo: 200 needs
more headroom than 600s gave. 30min is comfortable headroom; the per-test
project timeout is matched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
8 API route files were exporting handler functions directly from route.ts,
which Next.js 15 rejects with "$NAME is not a valid Route export field".
Per CLAUDE.md convention, service-tested handler functions live in sibling
handlers.ts files and route.ts only re-exports the GET/POST/etc. wrapped
in withAuth(withPermission(...)).
Discovered during the mobile-foundation Task 24 build validation; the route
files predate this branch but the build was never re-run on data-model.
Files:
- berth-reservations/[id], companies/autocomplete, companies/[id]/members
+ nested mid/set-primary, yachts/autocomplete, yachts/[id]/transfer,
yachts/[id]/ownership-history
- Integration tests updated to import from handlers.ts (companies,
memberships, reservations, yachts-detail)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Move the four iPhone viewport descriptors (SE, 15/16, 16/17 Pro, Pro Max)
into tests/e2e/fixtures/devices.ts so the upcoming visual spec (Task 23)
can share the same anchors. The mobile-audit spec now spreads each
descriptor and adds a slug `name` plus a human `label` for the run header.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pre-execution baseline for the mobile foundation PR:
- Mobile audit harness (tests/e2e/audit/mobile.spec.ts + mobile-audit Playwright project) — visits every page at four anchor iPhone viewports (375/393/402/440), screenshots full-page to .audit/mobile/, generates index.md
- Design spec (docs/superpowers/specs/2026-04-29-mobile-optimization-design.md) — adaptive shell + responsive content; full active-iPhone-range coverage; foundation + per-page migration phases
- Implementation plan (docs/superpowers/plans/2026-04-29-mobile-foundation.md) — 24 TDD tasks for the foundation PR
- .gitignore: ignore /client-portal/ (legacy nested Nuxt repo) and /.audit/ (regenerable screenshots)
- Remove phantom client-portal gitlink (mode 160000 with no .gitmodules)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pass-6 findings — both MEDIUM cross-tenant FK injection.
- interests.service: createInterest/updateInterest/linkBerth accepted
clientId/berthId/yachtId from the request body without verifying the
referenced row belongs to the caller's port. getInterestById joins
clients/berths/yachtTags on these FKs without a port filter, so a
port-A caller could splice a foreign-port id and surface that
tenant's clientName, mooringNumber, or yacht ownership on read.
New assertInterestFksInPort helper guards all three surfaces.
- clients.service.createRelationship: accepted clientBId from the
body without a port check; the relationship list endpoint joins
clients without filtering by port, so the foreign client's name
+ email would render in the relationships tab. Now verifies
clientBId belongs to portId and rejects self-relationships.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1. HIGH — reminders.create/updateReminder accepted clientId/interestId/
berthId from the body and persisted them with no port check; getReminder
then hydrated the row via Drizzle relations (no port filter on the
join), so a port-A user with reminders:create could exfiltrate any
port-B client/interest/berth row by guessing its UUID. New
assertReminderFksInPort gates create + update.
2. HIGH — listRecommendations(interestId, _portId) discarded portId
entirely; the route GET /api/v1/interests/[id]/recommendations
forwarded the URL id straight through. A port-A user with
interests:view could read any other tenant's recommended berths
(mooring numbers, dimensions, status). Service now verifies the
interest belongs to portId and joins berths filtered by port.
3. HIGH — Berth waiting list. The PATCH route did not pre-check that
the berth belonged to ctx.portId — a port-A user with
manage_waiting_list could reorder a port-B berth's queue. Separately,
updateWaitingList accepted arbitrary entries[].clientId and inserted
them without verifying tenancy, polluting the table with foreign-port
FKs. Both gaps closed.
4. MEDIUM — setEntityTags (clients/companies/yachts/interests/berths)
accepted any tagId and inserted into the join table. The tags table
is per-port but the join only carries a single-column FK. The
downstream getById join `tags ON join.tag_id = tags.id` has no port
filter, so a foreign tag's name + color render in the requesting port.
Helper now batch-validates tagIds belong to portId before insert.
5. MEDIUM — /api/v1/custom-fields/[entityId] PUT had no withPermission
gate (any role, including viewer, could write) and didn't validate
that the URL entityId pointed at a port-scoped entity of the field
definition's entityType. Route now uses
withPermission('clients','view'/'edit',…); service validates the
entityId per resolved entityType (client/interest/berth/yacht/company)
against portId.
Test mocks updated to cover the new entity-port-scope check.
818 vitest tests pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three findings from a fourth-pass review:
1. MEDIUM — webhook URL SSRF. The validator only enforced HTTPS+URL
parse; it accepted private/loopback/link-local/.internal hosts. The
delivery worker fetched arbitrary URLs and persisted up to 1KB of
response body into webhook_deliveries.response_body, which is then
surfaced via the deliveries listing endpoint — a port admin could
register a webhook to an internal HTTPS endpoint, hit the test
endpoint to force immediate dispatch, and read the response back.
Validator now rejects RFC-1918/loopback/link-local/CGNAT/ULA IPs
(v4 + v6) and .internal/.local/.localhost/.lan/.intranet/.corp
suffixes; the worker re-resolves the hostname at dispatch time and
blocks before fetch (DNS rebinding defense). 21-case unit test
covers the matrix.
2. MEDIUM — POST /api/v1/email/accounts/[id]/sync had no owner check.
Any user with email:view could enqueue an inbox-sync job for any
accountId, which the worker would honour using the foreign user's
decrypted IMAP credentials and advance the account's lastSyncAt
(data-loss risk on the legitimate owner's next sync). Route now
asserts account.userId === ctx.userId before enqueueing, matching
the toggle/disconnect endpoints.
3. MEDIUM — addDocumentWatcher (and the wizard / upload watcher
inserts) didn't validate the watcher's userId belonged to the
document's port. notifyDocumentEvent then emitted a real-time
socket toast + email containing the document title to the foreign
user. New assertWatchersInPort helper verifies each candidate has
a userPortRoles row for the port (super-admin bypass).
818 vitest tests pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1. HIGH — /api/v1/admin/ports/[id] PATCH+GET let any port-admin
(manage_settings) mutate any other tenant's port row by passing the
foreign id in the path. Now non-super-admins must target their own
ctx.portId; listPorts and createPort are super-admin only.
2. HIGH — Invoice create/update accepted arbitrary expenseIds and
linked them into invoice_expenses with no port check; the GET
response then re-emitted those foreign expense rows via the
linkedExpenses join. assertExpensesInPort now validates each id
belongs to the caller's portId before insert; getInvoiceById's
join filters by expenses.portId as defense-in-depth.
3. HIGH — Document creation paths (createDocument, createFromWizard,
createFromUpload) persisted user-supplied clientId/interestId/
companyId/yachtId/reservationId without verifying those FKs were
in-port. sendForSigning then loaded the foreign client/interest by
id alone and pushed their PII into the Documenso payload. New
assertSubjectFksInPort helper rejects out-of-port FKs at create
time; sendForSigning's interest+client lookups now also filter by
portId.
4. MEDIUM — calculateInterestScore read its redis cache before
verifying portId, and the cache key was interestId-only — a
foreign-port caller could observe a cached score breakdown.
Cache key now includes portId, and the port-scope DB lookup runs
before any cache.get.
5. MEDIUM — AI email-draft job results were retrievable by anyone who
could guess the BullMQ jobId (default sequential integers). Job
ids are now random UUIDs, requestEmailDraft validates interestId/
clientId belong to ctx.portId before enqueueing, the worker's
client lookup is port-scoped, and getEmailDraftResult requires
the caller to match the original requester's userId+portId before
returning the drafted subject/body.
The interest-scoring unit test that asserted "DB is bypassed on cache
hit" is updated to reflect the new (security-correct) ordering.
Two new regression test files cover the email-draft binding (5 tests).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three findings from the branch security review:
1. HIGH — Privilege escalation via super-admin invite. POST
/api/v1/admin/invitations was gated only by manage_users (held by the
port-scoped director role). The body schema accepted isSuperAdmin
from the request, createCrmInvite persisted it verbatim, and
consumeCrmInvite copied it into userProfiles.isSuperAdmin — granting
the new account cross-tenant access. Now the route rejects
isSuperAdmin=true unless ctx.isSuperAdmin, and createCrmInvite
requires invitedBy.isSuperAdmin as defense-in-depth.
2. HIGH — Receipt-image exfiltration via OCR settings. The route
/api/v1/admin/ocr-settings (and the sibling /test) were wrapped only
in withAuth — any port role including viewer could PUT a swapped
provider apiKey + flip aiEnabled, redirecting every subsequent
receipt scan to attacker infrastructure. Both are now wrapped in
withPermission('admin','manage_settings',…) matching the sibling
admin routes (ai-budget, settings).
3. MEDIUM — Cross-tenant alert IDOR. dismissAlert / acknowledgeAlert
issued UPDATE … WHERE id=? with no portId predicate. Any
authenticated user with a foreign alert UUID could mutate it. Both
service functions now require portId and add it to the WHERE; the
route handlers pass ctx.portId.
The dev-trigger-crm-invite script passes a synthetic super-admin caller
identity since it runs out-of-band.
The two public-form tests randomize their IP prefix per run so a fresh
test process doesn't collide with leftover redis sliding-window entries
from a prior run (publicForm limiter pexpires after 1h).
Two new regression test files cover the fixes (6 tests).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Previously /api/health did deep dependency probes (postgres + redis +
minio) and 503'd on any failure. That's readiness behavior, not
liveness — a transient Redis/MinIO blip would tell the orchestrator to
restart the pod when it should only be dropped from the load balancer.
Make /api/health a thin liveness check (returns 200 unconditionally if
the process is responding) and move the deep checks to a new
/api/ready endpoint with the canonical Kubernetes-style 200/503
contract. Docker-compose healthchecks keep pointing at /api/health,
which is now more conservative (no false-positive container restarts).
Documenso/SMTP are intentionally not probed in /api/ready: each tenant
configures its own credentials and a tenant misconfiguration shouldn't
deadline the entire shared CRM.
Also tighten the gdpr-bundle-builder casts: replace the scattered
`as unknown as Record<string, unknown>` double-casts with a small
`toJsonRow<T>()` helper that does the widen narrow→wide in one place
with one cast hop instead of two.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- maintenance worker now expires GDPR export bundles (db row + MinIO object)
on the gdpr_exports.expires_at boundary, plus 90-day retention sweep on
ai_usage_ledger; both jobs scheduled daily.
- portId scoping added to listClientRelationships and listClientExports
(defense-in-depth — parent-resource gates already prevent cross-tenant
reads, but service layer should enforce on its own).
- SELECT FOR UPDATE on parent client/company row inside add/update address
transactions to serialize concurrent isPrimary toggles.
- public /interests + /residential-inquiries endpoints swap their
in-memory ipHits maps for the redis sliding-window limiter via the
new rateLimiters.publicForm config (5/hr/IP), so the cap survives
restarts and is shared across worker processes.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a full GDPR Article 15 (right of access) workflow. Staff trigger
an export from the client detail; a BullMQ worker assembles every row
keyed to that client (profile, contacts, addresses, notes, tags,
yachts, company memberships, interests, reservations, invoices,
documents, last 500 audit events) into JSON + a self-contained HTML
report, ZIPs them, uploads to MinIO, and optionally emails the client
a 7-day signed download link.
- New table gdpr_exports tracks lifecycle (pending → building → ready
→ sent / failed) with a 30-day cleanup target
- Bundle builder (gdpr-bundle-builder.ts) — pure read-side, tenant-
scoped, with HTML escaping to block injection from rogue field values
- Worker hook in export queue dispatches on job name 'gdpr-export'
- New audit actions: 'request_gdpr_export', 'send_gdpr_export'
- API: POST/GET /api/v1/clients/:id/gdpr-export (admin-gated, exports
rate-limit, Article-15 audit on POST); GET /:exportId returns a
fresh signed URL
- UI: <GdprExportButton> dialog on client detail header — admin-only,
shows recent exports, supports email-to-client + override recipient,
polls every 5s while open
- Validation: refuses email-to-client when no primary email + no
override (rather than silently dropping the send)
Tests: 778/778 vitest (was 771) — +7 covering builder happy path,
HTML escaping, tenant isolation, empty client, request-flow validation,
and audit / queue interaction.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds three named rate limiters to the existing Redis sliding-window
catalog and a withRateLimit wrapper that composes inside withAuth.
Wires the OCR limiter into the receipt-scan endpoint so a runaway
client can't burn through the AI budget in a tight loop.
- ocr: 10/min/user
- ai: 60/min/user (reserved for future server-side AI surfaces)
- exports: 30/hour/user (reserved for GDPR bundle, PDF, CSV exports)
429 responses include X-RateLimit-* headers and a Retry-After hint.
Tests: 771/771 vitest (was 766) — +5 rate-limit tests covering catalog
shape, sliding window, cross-prefix isolation, cross-user isolation,
and resetAt timestamp.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a token-denominated guardrail in front of every server-side AI call
so a misconfigured port can't run up an unbounded bill. Soft caps surface
a banner; hard caps refuse new requests until the period rolls over.
Usage flows into a feature-typed ledger so future AI surfaces (summary,
embeddings, reply-draft) can drop in without schema changes.
- New table ai_usage_ledger (port, user, feature, provider, model,
input/output/total tokens, request id) with two indexes for rollup
- New service ai-budget.service.ts: getAiBudget/setAiBudget,
checkBudget (pre-flight gate), recordAiUsage, currentPeriodTokens,
periodBreakdown — all token-based, period boundaries in UTC
- runOcr now returns provider usage so the route can record the actual
spend instead of estimating
- Scan-receipt route gates on checkBudget before invoking AI; returns
source: manual / reason: budget-exceeded when blocked, surfaces
softCapWarning on the success path
- Admin UI: new AiBudgetCard on the OCR settings page — shows current
spend, per-feature breakdown, soft/hard cap inputs, period selector
- Permission: admin.manage_settings on both routes
Tests: 766/766 vitest (was 756) — +10 budget tests covering enforce/
disabled/cap-exceed/estimate-exceed/soft-warn/period boundaries/
cross-port isolation/silent ledger failure.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Client and company detail pages each gain an Addresses tab with click-to-edit
fields wired to the existing CountryCombobox/SubdivisionCombobox primitives.
Adds a primary toggle that demotes the previous primary inside one transaction
so the partial unique index never trips.
- New service helpers: list/add/update/remove ClientAddress + CompanyAddress
- New routes: /api/v1/clients/[id]/addresses[/addressId], same under companies/
- New shared component: <AddressesEditor> reused by both detail surfaces
- Integration tests cover happy path, primary demotion, and tenant scoping
Tests: 747/747 vitest (was 741, +6 address tests).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Test-data only — no production migration needed (per earlier decision).
Schema is now ISO-only; readers convert ISO codes to localized names where
human-readable output is required (EOI documents, invoices, portal).
Migration 0016 drops:
- clients.nationality
- companies.incorporation_country
- client_addresses.{state_province, country}
- company_addresses.{state_province, country}
Code paths that previously read free-text values now read the ISO column
and pass through `getCountryName()` / `getSubdivisionName()` for rendering.
Document templates ({{client.nationality}}), portal client view, EOI/
reservation-agreement contexts, and invoice billing addresses all updated.
Public yacht-interest endpoint (/api/public/interests) drops the legacy
fields from its insert path and writes ISO codes only. The Zod validators
no longer accept the legacy fields — older website builds posting raw
'incorporationCountry' / 'country' / 'stateProvince' will get 400s.
Server-side phone normalization is unchanged.
Seed data updated to use ISO codes (GB/FR/ES/GR/SE/IT/GH/MC/PA), spread
across continents to keep test fixtures realistic.
Test assertions updated to match the new render shape (e.g.
'United States' not 'US', 'California' not 'CA').
Vitest: 741 -> 741 (unchanged count; assertions updated, no new tests).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Multi-area cleanup pass closing partial-implementation gaps surfaced by the
post-i18n audit. No behavior changes for happy-path users; closes real
correctness/security holes.
PR1a Public yacht-interest endpoint i18n. /api/public/interests now accepts
phoneE164/phoneCountry, nationalityIso, address.{countryIso, subdivisionIso},
and company.{incorporationCountryIso, incorporationSubdivisionIso}.
Server-side parsePhone() fallback for legacy raw phone strings.
PR1b Alert rule registry trim. Two rule slots ('document.expiring_soon',
'audit.suspicious_login') were registered but evaluators returned [].
Both required schema/instrumentation that hadn't landed. Removed from
the registry; comments record the dependencies needed to revive them.
Effective rule count: 8 active.
PR1c vi.mock hoist + flake fix. Hoisted vi.mock calls to top-level in 5
integration test files; webhook-delivery uses vi.hoisted for the
queue-add ref. Vitest no longer warns about non-top-level mocks.
Deflaked the 'short value' assertion in security-encryption.test.ts
by switching plaintext from 'ab' to 'XY' (non-hex chars). 5/5 runs green.
PR1d Soft-delete reference audit. listClientOptions and listYachtsForOwner
now filter by isNull(archivedAt). Berths use status (no archivedAt).
PR1e Permission-matrix audit script + report. scripts/audit-permissions.ts
walks every src/app/api/v1/**/route.ts and reports handlers without a
withPermission() wrapper. Initial run found 33 violations.
- Allow-listed 17 with explicit reasons (self-data, admin, alerts,
search, currency, ai, custom-fields — some marked TODO).
- Wrapped 7 routes with concrete permissions: clients/options
(clients:view), berths/options (berths:view), dashboard/*
(reports:view_dashboard), analytics (reports:view_analytics).
Audit report at docs/runbooks/permission-audit.md. Script exits
non-zero on any unallow-listed violation so it can become a CI gate.
Vitest: 741 -> 741 (no new tests; existing suite covers the changes).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Cross-cutting i18n polish for forms across the marina + residential + company
domains. Introduces a single source of truth for country/phone/timezone/
subdivision data and replaces every nationality-as-free-text and timezone-
as-string Input with a dedicated combobox.
PR1 Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames
for localized labels, detectDefaultCountry() with navigator-region
fallback to US, CountryCombobox with regional-indicator flag glyphs +
compact mode for inline use.
PR2 Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType /
callingCodeFor), PhoneInput with flag dropdown + national-format
AsYouType + paste-detect that flips the country dropdown for pasted
international strings.
PR3 Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/
ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"),
TimezoneCombobox with Suggested/All grouping driven by countryHint.
PR4 Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2
codes for every country), per-country cache, SubdivisionCombobox with
"Pick a country first" / "No regions available" empty states.
PR5 Schema deltas (migration 0015) — clients.nationality_iso, clientContacts
{value_e164, value_country}, clientAddresses {country_iso, subdivision_iso},
residentialClients {phone_e164, phone_country, nationality_iso, timezone,
place_of_residence_country_iso, subdivision_iso}, companies {incorporation_
country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso,
subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used
by every entity validator + route handler.
PR6 ClientForm + ClientDetail — CountryCombobox replaces nationality Input,
TimezoneCombobox replaces timezone Input (driven by nationalityIso hint),
PhoneInput conditionally rendered for phone/whatsapp contacts. Inline
editors (InlineCountryField / InlineTimezoneField / InlinePhoneField)
for the detail-page overview rows + ContactsEditor.
PR7 Residential client form + detail — phone -> PhoneInput, nationality/
timezone/place-of-residence-country/subdivision rows in both create
sheet and inline-editable detail view. Subdivision wipes when country
flips since codes are country-scoped.
PR8 Company form + detail — incorporation country -> CountryCombobox,
incorporation region -> SubdivisionCombobox in both modes.
PR9 Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry
and i18n fields from newer website builds, server-side parsePhone()
fallback for legacy raw-international submissions. Old Nuxt builds
keep working unchanged.
Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for
the public phone-normalization path (3 tests), 1 smoke spec asserting the
combobox triggers render in all three create sheets.
Test totals: vitest 713 -> 741 (+28).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR3 of Phase B. Replaces the no-op stubs in analytics.service.ts with
working drizzle queries and adds the recurring BullMQ job that warms
the cache.
Computations:
- computePipelineFunnel: groups interests by pipeline_stage filtered by
port + range + not archived; emits 8-row stages array with conversion
pct relative to 'open' as the funnel top.
- computeOccupancyTimeline: per day in range, counts berths covered by
an active reservation (start_date ≤ day, end_date IS NULL OR ≥ day);
emits {date, occupied, total, occupancyPct}.
- computeRevenueBreakdown: sums invoices.total grouped by status +
currency; filters out archived rows.
- computeLeadSourceAttribution: counts interests by source descending;
null source bucketed as 'unspecified'.
Public API (getPipelineFunnel, getOccupancyTimeline, etc.) reads
analytics_snapshots first; falls back to compute + writeSnapshot. TTL
15 minutes (matches the cron interval).
Cron:
- queue/scheduler.ts registers 'analytics-refresh' on maintenance with
pattern '*/15 * * * *'.
- queue/workers/maintenance.ts dispatches to refreshSnapshotsForPort
for every port; per-port try/catch so one bad port doesn't kill the
sweep.
Tests: tests/integration/analytics-service.test.ts (9 cases). Pipeline
funnel math (incl. zero state), occupancy timeline shape/percentages
with seeded reservations, revenue grouped by status + currency, lead
source attribution incl. null bucketing, cache hit (mutate snapshot
directly → next read returns mutated value), refreshSnapshotsForPort
warms every metric×range combo.
Vitest 690/690 (+9). tsc + lint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR2 of Phase B. Wires the alert framework end-to-end:
- alert-rules.ts: 10 rule evaluators implemented as pure async fns over
the existing schema. reservation.no_agreement, interest.stale,
document.signer_overdue, berth.under_offer_stalled, expense.duplicate,
expense.unscanned, interest.high_value_silent, eoi.unsigned_long,
audit.suspicious_login fire against real conditions.
document.expiring_soon stays inert until the documents schema gets an
expires_at column. audit.suspicious_login also stays inert until the
auth layer logs 'login.failed' rows (TODO noted in the rule body).
- alert-engine.ts: runAlertEngine() walks every port × every rule and
calls reconcileAlertsForPort. Errors per (port, rule) are collected
in the summary, not thrown — one bad evaluator can't stop the sweep.
- alerts.service.ts: reconcileAlertsForPort now emits 'alert:created'
socket events on insert and 'alert:resolved' on auto-resolve;
dismissAlert emits 'alert:dismissed'. All scoped to port:{portId}
rooms.
- socket/events.ts: adds the three Server→Client alert event types.
- queue/scheduler.ts: registers 'alerts-evaluate' on the maintenance
queue with cron */5 * * * * (every 5 min, per spec risk register).
- queue/workers/maintenance.ts: dispatches 'alerts-evaluate' to
runAlertEngine; logs sweep summary.
Tests:
- tests/integration/alerts-engine.test.ts (6 cases): seeds reservation
→ fires, runs twice → no dupe, adds agreement → auto-resolves; seeds
stale interest → fires; hot lead silent → critical; engine summary
shape on no-data port. Socket emit module is vi.mocked.
Vitest 681/681 (was 675; +6). tsc clean. Lint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Integration tests use makePort() which writes ports with slug 'test-port-{rand}'
and never cleans up. Result: 17,564 leaked rows in dev that slowed every page
load fetching the port-switcher list (and was contributing to smoke flakes).
Adds tests/global-setup.ts with a teardown() that DELETEs every 'test-port-%'
row plus its dependent rows across 30+ tables in one CTE. Wires it into
vitest.config.ts via globalSetup. Adds closeDb() helper so the teardown can
end the postgres-js pool cleanly (kills the 'Tests closed but Vite server
won't exit' warning).
Also lands docs/superpowers/specs/2026-04-28-country-phone-timezone-design.md
— full-scope agenda for the country dropdown / E.164 phone input /
country-driven timezone autofill work, ~7 dev days across 10 PRs. Per
user request: 'let's do this full-fledged if we're gonna do it'.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The dashboard and residential interest smoke tests were intermittently
failing with the page rendering empty/skeleton state. Root causes:
1. ui-store persisted currentPortId/Slug, but those are URL-derived state.
After login lands on /<first-port-by-name>/dashboard, localStorage holds
that port. Hard-navigating to /port-nimara/... rehydrated the store with
the stale id, and useQuery fired with the wrong port before
PortProvider's URL-sync useEffect could correct it. Drop both fields
from partialize — PortProvider re-derives them from the route every
navigation.
2. apiFetch's slug-to-port fallback fired N parallel /api/v1/admin/ports
calls when N components mounted simultaneously with an empty store.
Dedupe in-flight lookups so a stampede collapses into one round-trip.
Also tightened four flaky smoke tests that depended on a fixed 3s wait or
non-waiting isVisible({timeout}) — replaced with expect(...).toBeVisible
or expect.poll so they handle dev-mode JIT cold-start delays cleanly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds four realapi specs that gate cleanly on env: smtp-system-send
(roundtrip + attachment bytes), email-attachments-roundtrip
(cross-port 403), documenso-cancel (in-flight cancel → status flip),
minio-file-lifecycle (upload/list/download/delete byte-equal).
Specs skip without DOCUMENSO_API_*/SMTP/IMAP/MINIO env so they run as
no-ops when those services aren't reachable.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
isReminderDue now keys off doc.remindersDisabled and the effective
cadence (per-doc override → template default), dropping the implicit
interests.reminderEnabled gate so non-EOI docs auto-remind correctly.
sendReminderIfAllowed gains an options bag — auto:true keeps the 9-16
window + cadence cooldown for the cron, auto:false bypasses both for
manual UI sends. signerId targets a specific pending signer (must be
next in sequential mode). 7 unit tests cover the cadence math.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds DOCUMENSO_API_VERSION env (default v1) plus per-port override.
Introduces placeFields, placeDefaultSignatureFields, and voidDocument
that hide v1 (per-field POST, pixel coords) vs v2 (bulk POST, percent +
fieldMeta) differences. cancelDocument now voids in Documenso first and
treats transient void failures as recoverable so the CRM stays the
system of record. 16 unit specs cover dispatch, layout math, idempotent
404, and v1 pixel conversion.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- 21-role-based-ui: tighten the Settings link locator. The previous
`getByRole('link', { name: /settings/i }).first().or(getByText(/.../) .first())`
chain hit a strict-mode violation once the sidebar Admin section became
default-expanded — both the section header text node and the Settings
link matched. Match the link directly with exact: true.
- 26-residential: extend smoke with two API-driven specs covering the
residential interest pipeline — create+list and detail-page render —
using preferences-string stamp + heading match for assertions.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New `visual` project covers six low-volatility screens — portal login,
dashboard, and the four core lists (clients/yachts/berths/invoices) —
with full-page screenshots that diff to a 2% pixel-ratio tolerance.
Animations and the cursor caret are disabled inline so transient
rendering doesn't trigger flaky diffs.
Detail screens (yacht detail, EOI dialog, invoice form steps) are
intentionally deferred until we have stable per-id fixtures so
snapshots don't drift with seed data.
Regenerate with: pnpm exec playwright test --project=visual --update-snapshots
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New realapi spec walks the entire portal activation loop over real
network: invite via the admin endpoint → wait for the activation email
to land in the IMAP mailbox → extract the token from the body link →
activate the portal user via the public API → sign in with the new
password.
The match logic deliberately doesn't filter on the TO header — the
combination of EMAIL_REDIRECT_TO rewriting and +addressing made TO
matching brittle. Instead we discriminate by sender (noreply@…),
subject keyword, and body link pattern, which is unique enough to find
exactly the email this test triggered.
Companion script scripts/dev-imap-probe.ts dumps the most recent ~10
messages with from/to/subject/date — useful for debugging when an IMAP
match goes wrong.
Skips when IMAP_HOST / IMAP_USER / IMAP_PASS are absent so the suite
stays portable.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The documenso-template pathway was returning 201 with documensoId=null
because Documenso 2.x renamed `id` → `documentId` and recipient `id` →
`recipientId` in its API responses. Our DocumensoDocument interface
still expected the legacy v1.13 shape, so destructuring silently yielded
undefined and the documents row got NULL'd.
- Add normalizeDocument() in documenso-client that reads either field
name and surfaces the legacy `id` form downstream consumers expect
- Apply normalization at every callsite that returns DocumensoDocument
(createDocument, generateDocumentFromTemplate, sendDocument, getDocument)
- New realapi Playwright project (opt-in: --project=realapi) targeting
tests/e2e/realapi/, with 2-min timeout for real-network calls
- New spec: documenso-real-api.spec.ts seeds client/yacht/berth/interest
via the v1 API, fires generate-and-sign through the documenso-template
pathway, asserts the response carries a documensoId, then GETs the
document directly from Documenso to confirm it exists with PENDING
status and recipients populated
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The client portal no longer uses passwordless / magic-link sign-in. Each
client now has a `portal_users` row with a scrypt-hashed password,
created by an admin from the client detail page; the admin's invite
mails an activation link that the client uses to set their own password.
Forgot-password is wired through the same token mechanism.
Schema (migration `0009_outgoing_rumiko_fujikawa.sql`):
- `portal_users` — one per client account, separate from the CRM
`users` table (better-auth) so the auth realms stay isolated. Email
is globally unique, password is null until activation.
- `portal_auth_tokens` — single-use activation / reset tokens. Stores
only the SHA-256 hash so a DB compromise never leaks live tokens.
Services:
- `src/lib/portal/passwords.ts` — scrypt hash/verify (no new deps;
uses node:crypto), token mint+hash helpers.
- `src/lib/services/portal-auth.service.ts` — createPortalUser,
resendActivation, activateAccount, signIn (timing-safe),
requestPasswordReset, resetPassword. Auth failures throw the new
UnauthorizedError (401); enumeration-safe behaviour everywhere.
Routes:
- POST /api/portal/auth/sign-in — sets the existing portal JWT cookie.
- POST /api/portal/auth/forgot-password — always 200.
- POST /api/portal/auth/reset-password — token + new password.
- POST /api/portal/auth/activate — token + initial password.
- POST /api/v1/clients/:id/portal-user — admin invite (and `?action=resend`).
- Removed: /api/portal/auth/request, /api/portal/auth/verify (magic link).
UI:
- /portal/login — replaced email-only magic-link form with email +
password + "forgot password" link.
- /portal/forgot-password, /portal/reset-password, /portal/activate — new.
- New shared `PasswordSetForm` component used by activate + reset.
- New `PortalInviteButton` rendered on the client detail header.
Email send:
- `createTransporter` now wires SMTP auth when SMTP_USER+SMTP_PASS are
set (gmail app-password or marina-server creds, configured via env).
- `SMTP_FROM` env var lets the sender address be overridden without
pinning it to `noreply@${SMTP_HOST}`.
Tests:
- Smoke spec 17 (client-portal) updated to the new flow: 7/7 green.
- Smoke specs 02-crud-spine, 05-invoices, 20-critical-path updated to
match the post-refactor client + invoice forms (drop companyName,
use OwnerPicker + billingEmail).
- Vitest 652/652 still green; type-check clean.
Drops the dead `requestMagicLink` from portal.service.ts.
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>
Extracts the MERGE_FIELDS catalog out of the document-templates service
into src/lib/templates/merge-fields.ts so the Zod validator can import
it without circular deps. createTemplateSchema now refines mergeFields
against VALID_MERGE_TOKENS — unknown tokens (including the deprecated
`{{client.yachtName}}` / `{{client.companyName}}` family) are rejected
at template creation time with a message naming the offenders.
Adds the missing `eoi` value to templateType enum so seeded EOI rows
round-trip through the validator. Drops the historical "Removed (PR 11):"
comment from the catalog (per project convention against `// removed`
markers).
6 new validator unit tests; 652/652 green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The EOI dialog now lists "Documenso Standard EOI" (default) plus any
seeded in-app EOI templates and routes the submit to the dual-path
generate-and-sign endpoint with the correct pathway:
- "documenso-template" sentinel id → pathway: documenso-template
- any other template id → pathway: inapp
Signers are derived server-side from EoiContext for both pathways when
the template type is EOI (interest's client + hardcoded developer +
approver), so the dialog doesn't collect them. Non-EOI templates still
require explicit signers.
Drops the legacy `client.yachtLengthFt` prerequisite check (yacht is now
a first-class entity) and replaces it with hasYacht based on
interest.yachtId. Tests updated; 646/646 green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
When the in-app pathway is used for EOI templates, we now load the same
source PDF that the Documenso template uploads and fill its AcroForm
fields with values from EoiContext via pdf-lib. Field names mirror the
Documenso template's formValues keys exactly (Name, Email, Address,
Yacht Name, Length, Width, Draft, Berth Number + Lease_10 / Purchase
checkboxes), so both pathways produce equivalent legal documents — only
the renderer differs.
The form is left interactive (not flattened) so a recipient can still
adjust values before signing. Non-EOI templates (welcome letters,
acknowledgments, etc.) keep using the existing HTML→pdfme path.
Adds:
- pdf-lib direct dep
- src/lib/pdf/fill-eoi-form.ts — load + fill helpers, EOI_TEMPLATE_PDF_PATH
env override
- assets/ + README documenting the expected source PDF
- next.config outputFileTracingIncludes so the asset is bundled in the
standalone build
Tests: 8 new (4 fill-form unit + 2 source-PDF route + 2 fallback);
645/645 green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
generateAndSign now accepts a `pathway` parameter:
- `inapp` (existing): resolve in-app template -> pdfme -> MinIO -> Documenso
createDocument + sendDocument.
- `documenso-template` (new): build EOI context from interestId, assemble
the Documenso template payload, and call Documenso's
/api/v1/templates/{id}/generate-document. Documenso owns the PDF; we
still record a documents row for tracking.
Adds generateDocumentFromTemplate helper to the Documenso client and new
env vars (DOCUMENSO_TEMPLATE_ID_EOI + client/developer/approval recipient
IDs) with defaults matching the legacy flow. Covered by 6 new integration
tests (637/637 green).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task 11.4. Extends resolveTemplate to use buildEoiContext when interestId
is provided, populating the new yacht.*, company.*, owner.* token scopes
from the shared EOI context. Legacy non-EOI templates still resolve via
direct client/berth/port lookups. Deprecated client.yachtName /
client.companyName / client.yacht*Ft tokens are removed from the catalog;
PR 12 will drop the backing columns. berth.mooringNumber is relaxed to
required:false so welcome-letter-style templates without a berth context
no longer trip the required-merge-field check.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires the billingEntityType/billingEntityId columns (added in PR 1) through
the invoice validator and service. Clients can now be billed as either a
client or a company; clientName becomes a snapshot derived from the entity
at create time.
- createInvoiceSchema: replace clientName with billingEntity {type,id}
- listInvoicesSchema: add billingEntityType/billingEntityId filters
- createInvoice: resolveBillingEntity helper (tenant-scoped; tx-aware)
falls back to entity primary email/address when not supplied
- listInvoices: honor new billing-entity filters
- updateInvoice: unchanged — billing entity is fixed after create
- invoice wizard step 1: temporary billing-entity id input (Task 10.2
replaces this with a proper picker)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
