Commit Graph

8 Commits

Author SHA1 Message Date
221ae5784e chore(autonomous-session): consolidate uncommitted work from prior session
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
2026-05-23 00:52:59 +02:00
83f75ef0f5 feat(uploads): preserve PNG alpha + X-Port-Id headers on admin image uploads
Logo / avatar / branding-image uploads were silently flattening alpha
channels because the cropper hardcoded JPEG output and the upload routes
hardcoded the `.jpg` extension. Transparent PNGs landed in storage as
opaque JPEGs with black-composited fringes around logo edges.

- ImageCropperDialog gains an `outputFormat: 'auto' | 'jpeg' | 'png'`
  prop. `auto` (the new default) preserves alpha: PNG output when the
  source MIME is PNG / GIF / WebP / AVIF, JPEG otherwise.
- SettingsFormCard's image-upload field forwards the cropper's chosen
  MIME and extension into the FormData payload and adds an
  `imageFormat` field-def hook for fields that should override the
  auto-detection.
- Admin settings + avatar routes pick the storage-filename extension
  from the upload MIME so PNG sources stay PNG end-to-end.
- Branding-routes refactor: the X-Port-Id header that apiFetch injects
  is missing on raw FormData uploads, so the routes 400'd with "No
  active port". Resolve port id from the URL slug via the now-exported
  `resolvePortIdFromSlug` and attach the header manually.
- Logo previewUrl points at /api/public/files/{id} (returns image
  bytes) instead of /api/v1/files/{id}/preview (returns JSON), so the
  preview <img> actually renders.
- Email-background field declares 16:9 aspect so the cropper doesn't
  fall back to a 1:1 circular mask for a viewport-cover image.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 19:06:19 +02:00
b4bf9cca3f feat(branding): multi-tenant brand naming + per-port email shell + auth UI continuity
Removes the last hardcoded "Port Nimara" references so a tenant cloning
the deploy with a fresh slug sees their own brand throughout.

Browser + native chrome:
- `generateMetadata` reads `branding_app_name` from the first port row
  so the browser tab title, apple-web-app title, and template literal
  reflect the tenant (fallback "CRM" until DB is seeded).
- Mobile topbar derives the brand-mark initials from the port slug
  ("port-nimara" → "PN", "marina-alpha" → "MA") — no code edit on clone.
- `documenso-payload` default redirect URL is `""` so Documenso falls
  back to its own post-sign page instead of routing every tenant's
  signers to portnimara.com; per-port `redirectUrl` setting still wins.
- Server-startup log uses generic "CRM server listening".

Email + auth shell:
- New `auth-shell-branding.ts` resolves logo / background / appName once
  per request from `system_settings`; used by both the email shell and
  the auth-pages SSR layout.
- `auth-branding-provider` wraps `/login`, `/reset-password`, `/set-password`,
  portal `/portal/*` so the branded shell hydrates with the same assets
  the inbox sees.
- `me/email` change email uses the branded shell instead of inline HTML
  with "Port Nimara CRM" baked into copy.
- Admin branding page adds an email-preview card (POSTs to
  `/api/v1/admin/branding/email-preview`) so an admin can spot-check
  their templates before going live.
- `/api/public/files/[id]` exposes branding-category files anonymously
  so inbox images (no session cookie) can render; any other category
  still flows through authenticated `/api/v1/files/[id]/preview`.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:54:10 +02:00
df1594d596 feat(email): Phase 5 — branding chain ext'd with per-port background
Surface hard-coded portnimara.com background image as a per-port
override:

- BrandingShell gains backgroundUrl; renderShell reads from
  branding.backgroundUrl with the existing Port Nimara overhead URL
  as the fallback default.
- getBrandingShell threads the value through from getPortBrandingConfig.
- PortBrandingConfig gains emailBackgroundUrl; SETTING_KEYS adds
  brandingEmailBackgroundUrl mapped to 'branding_email_background_url'.
- /admin/branding page exposes the new field as an image-upload below
  the logo with sizing guidance (1920x1080 JPG, pre-blurred).

This closes the last hard-coded portnimara.com asset URL in the email
shell — every transactional email now fully respects per-port branding
when the admin uploads their own assets. Logo override path was
already in place from R2-H15; the background was the missing piece.

Tests: 1374/1374 passing. tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 15:12:28 +02:00
6517e014a6 feat(branding): port logo upload pipeline for internal PDFs
Phase 1 / commit 2 of 14 — adds the admin-facing logo upload that the
brand-kit Header pulls in for every internal-only PDF.

Server pipeline (src/lib/services/logo.service.ts):
  - magic-byte format check via sharp metadata
  - rejects animated/multi-frame inputs
  - SVGs sanitized via svgo preset-default + post-pass regex check
    (rejects <script>, on*=, javascript:, external href, <foreignObject>),
    then rasterized to PNG at 300 DPI
  - HEIC/HEIF/AVIF/WEBP all auto-converted to PNG by sharp
  - optional crop coords applied server-side (bounds-checked first)
  - auto-trim near-white borders
  - resize so longest edge <= 1200px, sRGB, palette-PNG
  - rejects undersized output (< 200px any side) or > 1MB
  - atomic system_settings upsert; soft-archives prior file row + storage object

API:
  GET    /api/v1/admin/branding/logo            current logo metadata
  POST   /api/v1/admin/branding/logo            multipart upload + crop
  DELETE /api/v1/admin/branding/logo            clear; future PDFs fall back
                                                 to port-name text header
  GET    /api/v1/admin/branding/logo/sample-pdf renders branding-sample.tsx
                                                 with the current logo so
                                                 admins can spot-check
                                                 letterboxing in real shell

UI:
  src/components/admin/branding/pdf-logo-uploader.tsx
    - react-image-crop with Wide 3:1 / Square 1:1 / Freeform aspect toggle
    - file picker accepts PNG/JPEG/WEBP/SVG/HEIC/HEIF/AVIF (up to 5 MB)
    - dark-band preview swatch shows how the logo lands in the header
    - post-upload warnings panel surfaces every server-side normalization
      (resized, trimmed, JPEG no-alpha warning, SVG rasterized, etc.)
    - "Test with sample PDF" button streams a real PDF for spot-check
    - "Remove" tears down the file + storage object + setting
  Wired into the existing /admin/branding settings page beneath the
  Identity and Email-branding cards.

Audit:
  Two new AuditAction enum values added: branding.logo.uploaded and
  branding.logo.archived. Captured per upload + per archived prior logo.

Tests:
  tests/unit/logo-service.test.ts (11 tests): sharp pipeline happy path,
  undersized rejection, empty/oversized rejection, non-image rejection,
  out-of-bounds crop rejection, in-bounds crop, SVG rasterization, SVG
  with embedded script rejection, SVG with external href rejection,
  JPEG-with-no-alpha warning collection.

1308/1308 vitest green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 20:51:49 +02:00
5c8c12ba1f feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Some checks failed
Build & Push Docker Images / lint (push) Successful in 1m32s
Build & Push Docker Images / build-and-push (push) Failing after 32s
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.

USER SETTINGS (rebuild)
  - Country + Timezone selectors with cross-defaulting
  - Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
  - Email change with verification flow (user_email_changes table,
    OLD-address cancel link + NEW-address confirm link)
    + EMAIL_CHANGE_INSTANT=true dev shortcut
  - Password reset triggered via better-auth requestPasswordReset
  - Profile photo upload + crop (square 256×256) via shared
    <ImageCropperDialog> + /api/v1/me/avatar

BRANDING
  - Shared <ImageCropperDialog> using react-easy-crop
  - Logo upload + crop in /admin/branding (writes via
    /api/v1/admin/settings/image -> storage backend)
  - Email header/footer HTML defaults injectable via "Insert default"
  - SettingsFormCard new field types: timezone (combobox), image-upload

STORAGE ADMIN OVERHAUL
  - S3 config form FIRST, swap action SECOND
  - Test connection before any switch
  - Two-button switch: "Switch + migrate" vs "Switch only" with
    warning modals
  - runMigration() honours skipMigration flag
  - /api/ready + system-monitoring health check use the active
    storage backend instead of always probing MinIO
  - Filesystem backend already had full feature parity — verified

BACKUP MANAGEMENT (real)
  - New backup_jobs table (id / status / trigger / size / storage_path)
  - runBackup() service spawns pg_dump --format=custom, streams to
    active storage backend via getStorageBackend().put()
  - /admin/backup page: trigger, history, download .dump for restore
  - Super-admin gated

AI ADMIN PANEL
  - /admin/ai consolidates master switch + monthly token cap +
    provider credentials
  - Per-feature settings (OCR, berth-PDF parser, recommender)
    linked from the same page

ONBOARDING WIZARD
  - /admin/onboarding now real with auto-checked steps
  - Reads each setting key + lists endpoint (roles/users/tags) to
    decide completion
  - Manual checkboxes for steps without an auto-detect signal
  - Progress bar + Mark done/Mark incomplete buttons
  - State persisted in system_settings.onboarding_manual_status

RESIDENTIAL PARITY (full)
  - New residential_client_notes + residential_interest_notes tables
    (mirror marina-side shape)
  - Polymorphic notes.service.ts extended (verifyParent, listForEntity,
    create, update, delete) for residential_clients/_interests
  - <NotesList> component accepts the new entity types
  - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
  - 2 new activity endpoints (residential clients + interests)
  - residential-client-tabs.tsx + residential-interest-tabs.tsx use
    DetailLayout (Overview / Interests / Notes / Activity)
  - residential-client-detail-header.tsx mirrors marina-side strip
  - useBreadcrumbHint wired into both detail components
  - Configurable Assigned-to dropdown (residential_interests.view perm)

CONFIGURABLE RESIDENTIAL STAGES
  - residential-stages.service.ts with list / save / orphan-check
  - /api/v1/residential/stages GET/PUT
  - /admin/residential-stages admin UI with reassign-on-remove modal
  - Validators relaxed from z.enum to z.string

DOCUMENSO PHASE 1
  - Schema: document_signers.invited_at / opened_at /
    last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
  - Schema: documents.completion_cc_emails (text[]) +
    auto_reminder_interval_days (int)
  - transformSigningUrl() now maps SignerRole -> URL segment via
    ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
    Risk #5 where approver invites landed on /sign/error
  - POST /api/v1/documents/[id]/send-invitation with auto-pick of
    next pending signer
  - Per-port settings: documenso_developer_label / _approver_label
    + documenso_developer_user_id / _approver_user_id (Phase 7
    Project Director RBAC binding fields)

ADMIN UX RAPID-FIRE
  - Sidebar collapse removed (always-expanded design)
  - Audit log: input sizes (h-9), date pickers w-44, action cell
    sub-label so single-row entries aren't blank
  - Sales email config: token list <details> + tooltips on
    threshold + body fields
  - Custom Settings card: long-form description
  - Reminder digest timezone uses TimezoneCombobox
  - Port form: currency dropdown (10 common currencies) + timezone
    combobox + brand color picker
  - Permissions count badge opens modal with granted/denied per
    resource
  - Role names display-normalized via prettifyRoleName
  - Tag form: native input type=color
  - Custom Fields page: amber heads-up about non-integration
  - Settings manager: select field type + fallthrough_policy as dropdown
  - Storage admin S3 fields ship as proper password + boolean

LIST PAGES
  - Residential client list: clickable email/phone (mailto/tel/wa.me)
  - Residential interests + Documents Hub search inputs sized h-9

CURRENCY API
  - scripts/test-currency-api.ts verifies live Frankfurter fetch
    -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001

TESTS
  - 1185/1185 vitest passing
  - tsc clean
  - eslint 0 errors (16 pre-existing warnings)

Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
Matt Ciaccio
71da6e8fdc feat(mobile): swap admin page headers to PageHeader
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 12:57:52 +02:00
Matt Ciaccio
4877b97f27 feat(admin): per-port email/Documenso/branding/reminder settings + invitations
All checks were successful
Build & Push Docker Images / lint (pull_request) Successful in 1m1s
Build & Push Docker Images / build-and-push (pull_request) Has been skipped
Centralizes everything operators need to configure into the admin panel,
each setting per-port with env fallback.

New admin pages
- /admin              landing page linking to every admin section as a card
- /admin/email        FROM name+address, reply-to, signature/footer HTML,
                      optional SMTP host/port/user/pass override
- /admin/documenso    API URL+key override, EOI Documenso template ID,
                      default EOI pathway (documenso-template vs inapp),
                      "Test connection" button
- /admin/branding     logo URL, primary color, app name, email
                      header/footer HTML
- /admin/reminders    port-level defaults for new interests +
                      port-wide daily-digest delivery window
- /admin/invitations  send / list / resend / revoke CRM invitations

Per-user reminder digest
- /notifications/preferences gains a Reminder digest card:
  immediate / daily / weekly / off, with HH:MM, day-of-week,
  IANA timezone fields. Stored in user_profiles.preferences.reminders.

Plumbing
- port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig,
  getPortBrandingConfig, getPortReminderConfig) — settings → env fallback.
- sendEmail accepts optional portId; resolves From/SMTP from settings
  when supplied.
- documensoFetch + downloadSignedPdf accept optional portId; each public
  function takes it through. checkDocumensoHealth() backs the test button.
- crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite
  with audit-log entries (revoke_invite, resend_invite added to AuditAction).
- AdminLandingPage card grid + shared SettingsFormCard component to remove
  per-page form boilerplate.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00