Commit Graph

25 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
16d98d630e feat(i18n): country/phone/timezone/subdivision primitives + form wiring
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>
2026-04-28 18:13:08 +02:00
Matt Ciaccio
978df1c4d7 feat(reminders): cadence-aware framework with auto/manual modes
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>
2026-04-28 02:50:00 +02:00
Matt Ciaccio
da44e8ecbe feat(documenso): version-aware field placement + void abstractions
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>
2026-04-28 02:22:04 +02:00
Matt Ciaccio
456d399ee2 refactor(templates): merge-field allow-list rejects unknown tokens
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>
2026-04-26 13:48:06 +02:00
Matt Ciaccio
2ff24a7132 feat(eoi): in-app pathway fills the same source PDF as Documenso
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>
2026-04-26 13:38:02 +02:00
Matt Ciaccio
7200c31486 feat(eoi): add Documenso template payload builder 2026-04-24 16:09:27 +02:00
Matt Ciaccio
9d7decfc5b feat(invoices): polymorphic billing entity with snapshot clientName
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>
2026-04-24 16:02:00 +02:00
Matt Ciaccio
71d7daf1ae feat(search): index yachts and companies alongside clients
Extend the global search service to include yacht and company results
using ILIKE matching on name, hull number, registration, legal name,
and tax ID. Results are tenant-scoped and exclude archived rows.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:47:54 +02:00
Matt Ciaccio
f9cb8003b5 feat(interests): wire yachtId, enforce ownership + stage-gate
- Add yachtId (optional) to createInterestSchema + listInterestsSchema
  (updateInterestSchema inherits it via partial() automatically).
- Add assertYachtBelongsToClient helper that accepts direct client
  ownership OR company-represented clients with an active membership
  in the owning company.
- createInterest + updateInterest validate yacht ownership whenever
  yachtId is supplied/changed.
- changeInterestStage rejects moving out of stage=open with yachtId
  null (ValidationError).
- listInterests filter supports yachtId.
- Integration tests cover all 7 paths; validator test for yachtId.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:34:44 +02:00
Matt Ciaccio
3b0421aa81 fix(tests): use dynamic imports in portal.test.ts to avoid env validation 2026-04-24 14:48:40 +02:00
Matt Ciaccio
a14dc8143c feat(portal): surface yachts, memberships, reservations for portal users
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 14:43:12 +02:00
Matt Ciaccio
367fc9800e refactor(clients): strip yacht/company/proxy fields from validator
Remove deprecated companyName, isProxy, proxyType, actualOwnerName, yacht
dimensions, and berthSizeDesired fields from createClientSchema and the
isProxy filter from listClientsSchema. First step of PR 8; cascading TS
errors in clients.service.ts and client-form.tsx are addressed in 8.2/8.3.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 14:25:10 +02:00
Matt Ciaccio
94f8b76a03 feat(events): register yacht, company, membership, reservation webhook events 2026-04-24 12:56:47 +02:00
Matt Ciaccio
b053a6388e feat(eoi): shared context builder + tests 2026-04-24 12:20:40 +02:00
Matt Ciaccio
b1133c4e87 feat(reservations): service + validators + exclusivity tests
Adds the berth_reservations service covering the full lifecycle
(pending -> active -> ended/cancelled) with tenant scoping, DB-enforced
exclusivity on the idx_br_active partial unique index, and
client-or-company-member cross-checks for yacht ownership.

- validators: createPending / activate / end / cancel / list schemas
- service: createPending, activate, endReservation, cancel, getById,
  listReservations — with narrow 23505/idx_br_active catch that
  re-queries the conflicting active reservation
- socket events: berth_reservation:{created,activated,ended,cancelled}
- tests: unit (lifecycle, tenant, membership cross-check),
  integration (concurrent-activate ConflictError + re-activate after end)
2026-04-24 12:15:22 +02:00
Matt Ciaccio
15a79e7990 feat(company-memberships): service + validators + tests
Adds company-membership service with six operations (add, update, end,
setPrimary, listByCompany, listByClient), the corresponding Zod
validators, three socket events, and a unit-test suite covering the
portId-scoping rules, the unique_cm_exact conflict path, and the atomic
setPrimary transaction.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 12:07:58 +02:00
Matt Ciaccio
037f2544e8 feat(companies): service + validators + unit tests 2026-04-24 12:02:08 +02:00
Matt Ciaccio
7c408cf975 feat(yachts): list + owner-scoped list + autocomplete
Adds `listYachts`, `listYachtsForOwner`, and `autocomplete` to the
yacht service so UIs can page/filter yachts per port, look up all
yachts tied to a given client/company, and power search-as-you-type.

`listYachts` delegates to the shared port-scoped `buildListQuery`,
supporting search over name/hullNumber/registration plus ownerType,
ownerId and status filters; `autocomplete` caps at 10 results and is
tenant-scoped; `listYachtsForOwner` returns all yachts whose current
owner matches, newest first. Extends `makeYacht` factory to accept
flat `name`, `status`, `hullNumber`, `registration` overrides.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 00:03:36 +02:00
Matt Ciaccio
d0ab4b8102 feat(yachts): updateYacht + archiveYacht 2026-04-23 23:52:24 +02:00
Matt Ciaccio
2f2ad4452f feat(yachts): createYacht + getYachtById services with tests 2026-04-23 23:40:56 +02:00
Matt Ciaccio
27d438929b refactor(yachts): rename schema + consolidate tests per project conventions 2026-04-23 23:35:30 +02:00
Matt Ciaccio
899e588a0c feat(yachts): add zod validators + tests 2026-04-23 23:31:29 +02:00
082d4f20e3 Fix all TypeScript errors: restore proper types and typed route casts
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- Restore `as any` casts for Next.js typedRoutes on dynamic routes
- Use proper types for PDF templates, invoice/expense data, DB schema
- Fix PgColumn casts in sort helpers for expenses/invoices
- Add null guards for optional port/client in record-export
- Fix vitest config (remove invalid poolOptions)
- Lint: 0 errors, TypeScript: 0 errors

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:29:55 +01:00
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
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Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00