Commit Graph

10 Commits

Author SHA1 Message Date
Matt Ciaccio
31fa3d08ec chore(cleanup): Phase 1 — gap closure across audit, alerts, soft-delete, perms
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>
2026-04-28 18:48:22 +02:00
Matt Ciaccio
f1ed2a5f87 docs(spec): Phase B — insights, alerts, and operational awareness
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Full execution plan for the next phase. Closes the seven priority gaps
the 2026-04-28 Nuxt→Next audit surfaced (analytics, alerts,
interests-by-berth, expense dedup, EOI queue, OCR, audit log read view).

Scope:
- Analytics dashboard with KPI tiles, pipeline funnel, occupancy
  timeline, revenue breakdown, lead-source attribution; cached via
  `analytics_snapshots` recurring job.
- Alert framework: 10-rule v1 catalog, rule engine evaluates on cron,
  fingerprint dedupes, auto-resolves when condition clears, surfaces
  in dashboard right rail + dedicated /alerts page.
- Interests-by-berth tab on berth detail.
- Expense duplicate detection (vendor + amount + date ±3d) with
  merge action.
- OCR for expense receipts via Claude Vision (Haiku 4.5 + ephemeral
  system-prompt cache).
- Audit log admin read view with tsvector search + cursor pagination.
- EOI queue: saved-view tab on the documents hub.

11 PRs, ~10-13 dev days, calendar 2.5-3 weeks. Critical path
graphed. Risk register includes alert false-positive mitigation,
OCR cost ceiling via Haiku + cache, and audit-log scale.

Four open questions for the user in the spec footer.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 14:00:01 +02:00
Matt Ciaccio
4036c16f39 test(infra): vitest globalSetup teardown purges test-port-* leaks
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>
2026-04-28 13:28:15 +02:00
Matt Ciaccio
d8ac62f6f4 docs(spec): documents hub + reservation agreements + visual polish (Phase A)
Captures the brainstorm output covering:
- Documents hub at /[port]/documents replacing existing list
- Document detail page with vertical signers panel, watchers, timeline
- Generalised create-document wizard (HTML / PDF AcroForm / PDF overlay /
  Documenso-rendered + ad-hoc PDF upload)
- Reservation agreements as a doc type with new CRM-side detail page
- Email composer attachments + System-vs-User From selector (admin-gated)
- Reminder framework polish (per-template cadence, per-doc override, per-doc
  disable, per-signer manual reminders); drops interests.reminderEnabled gating
- Documenso v1.13.1/v2.x version-aware abstraction for field placement + void
- System-wide visual polish (token additions, primitive components, sweep)
- Test plan including click-everything sweep + expanded realapi round-trip
- Build sequence: 11 PRs, ~3.5 weeks critical path

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 01:51:41 +02:00
Matt Ciaccio
e8d61c91c4 feat(platform): residential module + admin UI + reliability fixes
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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 Ciaccio
db74c9394b docs(eoi): document Documenso template field name mapping
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 16:06:39 +02:00
Matt Ciaccio
11969c0d8a docs(plan): add data-model refactor implementation plan (Spec 1)
15-PR sequenced plan covering schema migration, services, API,
seeder, UI, EOI dual-path, exhaustive click-through tests,
documentation updates, and final merge.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 17:17:02 +02:00
Matt Ciaccio
1c0a16fd59 docs(spec): add data-model refactor design (Spec 1 of 3)
Introduces yachts and companies as first-class entities with memberships,
ownership history, berth reservations, and dual-path EOI templates.
Explicit non-goals (importer, merge endpoint) carved out as Specs 2 and 3.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 17:04:41 +02:00
f659073b8f Add inquiry notifications implementation plan
9-task plan covering: DB schema, validator expansion, email
templates, notification service, worker handlers, route wiring,
and admin settings UI.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 12:38:25 -04:00
a8b93fd862 Add inquiry notifications system design spec
Covers migrating ActivePieces inquiry flow into the CRM:
client confirmation emails, sales team notifications,
client addresses table, and admin configuration.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 12:21:45 -04:00