3b199c245c648a81057a11b4aa60f069df3a74aa
98 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 3b199c245c |
feat(reports): PDF report exporter foundation + dashboard report (phase A)
Production-grade PDF reporting for the CRM. Phase A ships the
foundation (branded layout, render pipeline, API route) plus the
first report kind — the dashboard summary. Phases B, C, D add the
remaining report kinds, saved templates, and the preview modal.
Stack: @react-pdf/renderer (already in package.json). Single primary
font (Helvetica/Helvetica-Bold), per-port primary color + logo,
table-based section layout. Charts will become tables here on
purpose; reports are for printed reference and review, where
exact numbers beat at-a-glance shapes. We can revisit Recharts-as-
SVG embedding if a stakeholder asks for chart visuals.
New files:
- src/lib/pdf/reports/types.ts: discriminated-union ReportConfig
covering dashboard / clients / berths / interests kinds. Only
dashboard is wired in phase A; the others throw a clear
not-implemented error from pickDocument().
- src/lib/pdf/reports/styles.ts: shared StyleSheet keyed off
branding.primaryColor. Computes a readable foreground color
(luminance check) for the accent stripe so dark-brand ports
still read at AA.
- src/lib/pdf/reports/branded-document.tsx: page wrapper with
fixed footer (port name, generated-at timestamp, page numbers
via react-pdf's render-prop pattern).
- src/lib/pdf/reports/dashboard-report.tsx: KPI grid + per-widget
SimpleTable sections. Each section gated on the widget id being
present in config.widgetIds AND data being supplied.
- src/lib/pdf/reports/render-report.ts: single entry point that
resolves branding (logoUrl + primaryColor + portName from
getPortBrandingConfig + ports.name), dispatches via
discriminated-union switch, returns Buffer via renderToBuffer.
Exhaustiveness check at the bottom catches unhandled variants
at compile time.
- src/lib/services/dashboard-report-data.service.ts: server-side
data resolver. PDF_DASHBOARD_WIDGETS is the public widget list
for the dialog picker; each id maps to a dashboard.service.ts
fetcher invoked only when the rep selected that widget.
- src/app/api/v1/reports/generate/route.ts: POST endpoint, zod
discriminated-union body schema, withAuth + withPermission
'reports.export' gating, audit-log write on success, RFC 5987
Content-Disposition for unicode-safe filenames.
- src/components/reports/export-dashboard-pdf-button.tsx: dialog
with section checkboxes + title input. Permission-gated client-
side (server re-checks). Raw fetch (not apiFetch) to pull the
binary blob with X-Port-Id header attached manually.
- tests/unit/pdf-report-renderer.test.ts: renders three fixture
cases — full set / sparse / no-logo — and asserts the buffer
starts with the `%PDF-` magic bytes and is non-trivial in size.
DashboardShell gains an Export PDF button between the date-range
picker and the Customize widgets menu (gated on reports.export).
Verified: tsc clean, vitest 1451/1451 (3 new render tests included).
The first end-to-end manual test (export a real dashboard) is in
Phase D after the preview modal lands.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 8e9efe5ae8 |
fix(yachts): ft↔m round-trip is lossless (4dp + canonical helpers)
Three copies of the imperial/metric conversion logic existed:
- src/components/yachts/yacht-dimensions.ts (canonical, used by
read-side `formatYachtDimensionsBothUnits`)
- src/components/yachts/yacht-form.tsx (create/edit sheet —
local `ftToM`/`mToFt` with 2dp precision)
- src/components/yachts/yacht-tabs.tsx (detail-tab inline
edit — local arithmetic with 2dp precision)
The 2dp rounding lost precision on the round-trip: `1 ft → 0.30 m →
0.98 ft`. Whenever a rep entered ft, then later touched the m field,
the ft column silently shifted off. Same for sub-meter draft values.
Consolidate both surfaces onto `feetToMeters` / `metersToFeet` from
yacht-dimensions.ts and bump display precision to 4dp. After
trimZero strips trailing zeros the rendered string stays clean
("3.81" not "3.8100") but the round-trip now lands back on the
original value:
1 ft → 0.3048 m → 1 ft
12.5 ft → 3.81 m → 12.5 ft
50 ft → 15.24 m → 50 ft
0.5 m → 1.6404 ft → 0.5 m
New unit test (`tests/unit/yacht-dimensions.test.ts`) covers the
helpers + the form-shape round-trip, including the canonical
12.5 ft ↔ 3.81 m case from the UAT bug report.
29/29 new tests pass; full vitest 1448/1448.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 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>
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| b3f87563c6 |
feat(audit-cleanup): finish all 15 outstanding items from verified backlog
Audit cleanup completion plan, all tiers shipped: Tier 1 (security + data integrity) - A.7 RTBF true wipe: redact email_messages body/subject/addresses for threads owned by deleted client; redact document_sends.recipient_email; collect file storage keys + delete blobs post-commit. - A.8 user_permission_overrides FK: documented inline why cascade is correct (not set-null as audit suggested) — overrides have no value without their user. - W2.14 PII redaction: camelCase normalization in audit.ts + error-events.service.ts isSensitiveKey; added city/postal/country/ birth fragments. firstName/lastName/dateOfBirth/postalCode etc. now caught in BOTH masker paths. 12 new test cases lock the coverage. Tier 2 (Documenso completion + refactor) - C.2: documentEvents.recipient_email column + partial unique index for per-recipient webhook dedup (migration 0075). handleDocumentSigned now sets recipient_email on insert. - Phase 2: completion_cc_emails distribution. handleDocumentCompleted reads documents.completionCcEmails, filters out signer-duplicates case-insensitively, fans signed PDF out to non-signer recipients. - C.4: extracted createPublicInterest() service from the 346-line api/public/interests route. Route becomes a thin shell (rate-limit, port resolution, audit log, email fan-out). The trio creation logic is now unit-testable without an HTTP fixture. - Phase 4: POST /api/v1/document-templates/[id]/detect-fields wired to document-field-detector.detectFields(). Sparkles "Auto-detect" button added to template-editor.tsx — maps DetectedField → marker with best-guess merge token (DATE / NAME / EMAIL); user retags. Tier 3 (reporting + recommender snapshot lockfiles) - W7.reports: extracted rollupStageRevenue / rollupStageCounts / computeTotalForecast / computeOccupancyRate / rollupBerthStatusCounts into src/lib/services/report-math.ts (pure functions). 16 new tests including an inline-snapshot lockfile on a representative 7-stage forecast. report-generators.ts now delegates. - W7.recommender: 18 new toMatchSnapshot tripwires on classifyTier boundaries + computeHeat at canonical input points. Tier 4 (rolling) - W6.attach: fixed outdated CLAUDE.md claim — threshold banner is informational and never depended on IMAP; bounce monitoring (the IMAP poller) is separate. - D.1 + D.2: documented deferral inline with full why-not-build-it reasoning so a future engineer sees the rationale. - G.1: representative formatDate sweep (audit-log-list, user-list, document-templates merge tokens, document-signing email). Rest of the ~100 sites stay rolling. Quality gates: 1420/1420 vitest (46 new tests above baseline of 1374), tsc clean, 0 lint errors. Plan: docs/superpowers/plans/2026-05-18-audit-cleanup-completion.md Migration: 0075_c2_document_events_recipient_email.sql (applied to dev DB). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 4b5f85cb7d |
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 98211066a5 |
fix(legacy-stage): purge 9-stage enum keys from rank tables and stale copy
L-001 hunt landed these:
- src/lib/services/clients.service.ts — stageRank used pre-refactor
9-stage names exclusively (`contract_signed`, `deposit_10pct`, …).
Every modern 7-stage interest fell to rank 0, making client-list
"most-progressed deal" sort effectively random. Modern values now
own the canonical ranks; legacy aliases map to their 7-stage
equivalents so historical audit data still sorts.
- src/lib/services/berth-recommender.service.ts — STAGE_ORDER had
the same 9-stage shape. LATE_STAGE_THRESHOLD pointed at the (now
nonexistent) `deposit_10pct` slot. Reworked to the 7-stage scale;
threshold now at `deposit_paid` (5).
- Stale comments referencing `deposit_10pct` in schema (clients,
financial) and client-archive services updated to current copy.
- Smart-archive dialog rendered `i.pipelineStage` as raw enum; now
routes through `stageLabelFor` (the new helper added with A2).
Test fixture updates: berth-recommender.test.ts numeric inputs
re-mapped to the new 7-stage scale (eoi_signed=5 → eoi=3, etc.).
1373/1373 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| e933e32dbd |
feat(schema): berths.archived_at + clients.source_inquiry_id + email_bounces
Step 3 schema additions per PRE-DEPLOY-PLAN § 1.4. berths.archived_at (+ archived_by, archive_reason) — soft-delete column so retired moorings can be hidden from the public feed and admin lists without losing historical interest joins. Partial index `idx_berths_active` on (port_id) WHERE archived_at IS NULL keeps the active-only list path fast. Already wired: - /api/public/berths and /api/public/berths/[mooringNumber] now filter out archived rows. - berths.service.listBerths defaults to active-only with an ?includeArchived=true escape hatch for the archive bin. clients.source_inquiry_id — text column with ON DELETE SET NULL FK to website_submissions(id). Preserves the linkage from a website inquiry to the client that came out of the "Convert to client" triage flow (P-4.5). Drives the conversion-funnel-by-source chart (Step 6). The Drizzle column ships without `.references()` to avoid the cross-file circular import; the FK lives in the migration SQL. email_bounces table — bounce-monitoring storage. The DSN poller worker (forthcoming, depends on this table existing) writes one row per parsed bounce; consumers join via (original_send_type, original_send_id). Three secondary indexes cover the expected access patterns (port + recent bounces; lookup by bounced address; lookup by original send). Schema additions plus the migration SQL are ready for `pnpm db:push` (or the migration runner once its journal is backfilled — separate concern, journal currently stops at 0042 despite migrations through 0065 existing on disk). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| bded8b21f1 |
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN
Single coherent commit completing § 1.1 (hot-path correctness) plus
§ 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now
self-consistent across dashboard / kanban / hot deals / PDF reports.
## Active-interest sweep (canonical predicate everywhere)
Routed every "active interest" filter through `activeInterestsWhere`
(commit
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| b966d8106d |
feat(active-interest): canonical predicate + fix stale getHotDeals rank
Extract activeInterestsWhere(portId) as the single source of truth for
"active interest" SQL filtering: scoped + archived_at IS NULL + outcome
IS NULL. Won deals are now CLOSED, not active — pre-2026-05-14 the
dashboard used a permissive `outcome IS NULL OR outcome = 'won'` that
double-counted won revenue against the in-flight pipeline.
Locked in PRE-DEPLOY-PLAN § 1.1.2.
Bonus catch: getHotDeals rank-CASE referenced the OLD 9-stage pipeline
names ('completed', 'contract_signed', 'contract_sent', 'deposit_10pct',
'eoi_signed', 'eoi_sent', 'in_communication', 'details_sent'). Every
row hit the ELSE 0 branch under the new 7-stage model, collapsing
ordering to updatedAt only — the widget silently stopped surfacing
"closest to closing". Rebuilt the rank ladder against the current
canonical stages (enquiry → ... → contract).
Tests: 2 unit tests assert the predicate's compiled SQL contains
"archived_at" IS NULL + "outcome" IS NULL, and never the legacy 'won'
literal.
Remaining sweep targets queued for the next commit:
- client-archive-dossier.service.ts
- client-restore.service.ts
- client-archive.service.ts
- reminders.service.ts
- berths.service.ts (recommender feasibility)
- interests.service.ts
- report-generators.ts
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 6b28459c45 |
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 4d1fbcd469 |
feat(documenso-phase-5): pin transformSigningUrl + document website-side coordination
Phase 5 is mostly coordination + verification rather than a code build — the embedded signing pages live in a different repo. What lands here: 1. transformSigningUrl hardening — routes through extractSigningToken so a bare URL like `https://sig.example.com` no longer produces the malformed `<host>/sign/<role>/sig.example.com`. The token validator (≥8 URL-safe chars) rejects malformed tails so the function falls back to returning the raw URL. 2. 10 unit tests pin the role-segment mapping so a future refactor can't silently break the contract with the marketing website's /sign/[type]/[token] page. Covers: - all five SignerRole → URL segment mappings - trailing-slash normalization on the host - null host fallback (single-tenant / staging) - rejection of non-token-shaped tails 3. docs/documenso-integration-audit.md updated with: - Phase 2/3/4/7 landed-work summary (replacing the old "deferred" list that was now stale) - Phase 5 coordination tracker for the marketing-website side (the four edits the website team needs to make — listed here so the CRM stays the source of truth on the contract) - Phase 6 polish backlog (auto-send delay, document expiration, per-document message, reminder display, failed-webhook UI, field metadata panel, zoom controls, recipient drag-reorder) Tests: 21 new transformSigningUrl + signers tests across two files; full suite 1340 → 1350 ✅; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 7bf587de90 |
feat(documenso-phase-4): recipient configurator + field placement UI
Phase 4 lands the visual half of the Documenso build — the upload-
for-signing dialog the Contract + Reservation tabs hand off to. Four
files of new code; the existing tab placeholders point at it.
Files added:
- lib/services/document-field-detector.ts — Phase 4c auto-detect
scanner. Uses pdfjs-dist to extract per-page text + positions, then
matches anchor patterns (Signature, Date, Initials, Email, Name,
underscore-runs) and produces percent-coordinate DetectedField
rows. Recipient label inference walks ±100pt of each match for
Buyer/Seller/Client/Witness/Notary keywords. Returns [] when the
PDF is image-only; UI falls back to manual placement without an
error. 6 unit tests pin the matching + coordinate math.
- app/api/v1/documents/auto-detect-fields/route.ts — multipart POST
endpoint that delegates to detectFields(). Permission-gated by
documents.send_for_signing.
- app/api/v1/documents/signing-defaults/route.ts — GET endpoint that
surfaces just the per-port developer + approver display name/email
+ sendMode flag. No secrets exposed; lets the dialog prefill the
recipient configurator without an admin-scoped settings read.
- components/documents/upload-for-signing-dialog.tsx — the Phase 4
UI. Three-step state machine inside a single Dialog:
1. select-file: drop/click PDF picker + title input
2. configure-recipients: client + developer + approver prefilled,
rep can add/remove/reorder + change role (SIGNER/APPROVER/CC)
3. place-fields: react-pdf renders the source PDF; auto-detect
runs in the background on file load and seeds the overlay;
rep places, drags, resizes, deletes, reassigns fields via the
palette + side panel. Native DOM drag (no dnd-kit dependency
added — the coordinate math stays obvious).
Send fires POST /api/v1/interests/[id]/upload-for-signing (Phase 3
service); success toast reflects port sendMode (auto fires the
invite immediately, manual leaves it for the rep).
Files modified:
- components/interests/interest-contract-tab.tsx + reservation-tab.tsx:
swap the ComingSoonDialog placeholder for the real
UploadForSigningDialog with the matching documentType prop. The
placeholder ComingSoonDialog helper is deleted from both.
- scripts/tsc-staged.mjs: pull src/types/**/*.d.ts into the temp
staged-only tsconfig so side-effect CSS imports (e.g.
react-pdf/dist/Page/AnnotationLayer.css) resolve via the existing
declare-module shim. Without this fix the staged compile reports
TS2882 even though the full tsc --noEmit pass passes.
Design choices noted in code comments:
- Native drag over dnd-kit: the field overlay's percent-based
coordinate math is short enough that adding a drag library adds
complexity without saving lines.
- Auto-detect on file-load (not on demand): runs immediately so the
rep doesn't have to click a second button — empty result drops
back to manual placement silently.
- Per-recipient color swatches indexed by signingOrder.
- Recipient seed via useMemo + user-event handler instead of
useEffect → setRecipients (Wave 3 set-state-in-effect avoidance).
Server-side, Phase 3 plumbing handles the rest: tenant guard, magic-
byte verify, Documenso round-trip with per-port v1/v2 routing,
recipient signingToken capture for Phase 2 webhook cascade, auto-
send when port.sendMode === 'auto'.
Tests: 1334 → 1340 ✅ (6 new for the detector); tsc clean.
Deferred polish (Phase 6):
- Per-field metadata side panel for DROPDOWN/RADIO option lists
- Pinch-zoom + zoom-out controls on the field-placement canvas
- Recipient drag-reorder via dnd-kit
- Required toggle per field
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 33d0426911 |
feat(documenso-phase-3): custom document upload-to-Documenso
Backend foundation for the Contract + Reservation signing flows. The
existing tab placeholders point at a "send for signing" CTA that had
no code behind it; this commit lands the service + endpoint that the
Phase 4 drag-drop UI will POST to.
Files added:
- lib/services/custom-document-upload.service.ts — orchestrates the
full PDF → Documenso → local-state-update flow:
1. Magic-byte verifies the PDF (defense vs. mislabelled bytes —
same posture as berth-pdf + brochures).
2. Stores the source PDF via getStorageBackend(), works on s3 +
filesystem backends. Auto-files into the client's entity folder
when resolvable.
3. Inserts the documents row (status=draft → sent), with the file
FK + interest link + clientId snapshot.
4. Documenso round-trip via createDocument → sendDocument →
placeFields. Per-port apiVersion drives v1 vs v2 (existing
client handles both — v1: /api/v1/documents; v2: envelope/create
multipart). meta.signingOrder + redirectUrl flow through.
5. Captures recipient signingUrl + token into document_signers so
the Phase 2 cascade picks them up.
6. Auto-send first invitation when port.eoi_send_mode === 'auto';
stamps invitedAt to suppress duplicate cascades.
7. Advances pipeline stage to contract_sent.
- app/api/v1/interests/[id]/upload-for-signing/route.ts — multipart
POST endpoint. Zod-validates recipients (≤20), fields (≤200), PDF
size (≤50MB), all 11 Documenso field types. Permission-gated by
documents.send_for_signing + interests.edit (matches the
external-eoi precedent — the auto-advance side-effect is
interest-mutating).
Files modified: none — keeps the existing tab placeholders as the
entry point; Phase 4 builds the drag-drop UI on top.
Validation contract pinned by 8 unit tests covering: empty recipient
list, empty field list, empty/oversized PDF, non-PDF magic bytes,
out-of-range + negative recipientIndex, duplicate signingOrder.
The heavy paths (storage put, Documenso HTTP, signer update) are
exercised by the existing realapi Playwright project — no new
realapi specs added because the contract-upload UI doesn't exist yet
to drive them.
Verified against Documenso API spec (v1 OpenAPI + v2 docs via
Context7): recipients[].token is on the Recipient model in both
versions; webhook payloads echo the same shape so the Phase 2 token-
match handler works against custom-uploaded docs without changes.
Tests: 1326 → 1334 ✅; tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 3dc4c6ff14 |
feat(documenso-phase-2): webhook handler enhancement — cascade + completion fan-out
Closes the silence after the first signing invitation. Three real improvements on top of the existing webhook plumbing, all aligned with the Documenso v1.32 + v2 webhook payload shape (verified against the official OpenAPI spec + Context7 docs): 1. Cascading "your turn" emails — when DOCUMENT_SIGNED / DOCUMENT_ RECIPIENT_COMPLETED / RECIPIENT_SIGNED fires for a recipient, handleRecipientSigned now resolves the next pending signer in signing order and sends them the branded sendSigningInvitation() email with the embedded-host-wrapped URL. Stamps invitedAt so a duplicate webhook retry doesn't re-send. 2. On-completion PDF distribution — handleDocumentCompleted now re- reads the just-committed signedFileId, resolves all signers, and fires sendSigningCompleted() to every recipient with the signed PDF attached. resolveAttachments in lib/email already pulls bytes through getStorageBackend() so this works under both the s3/minio and filesystem backends without changes. Failures fall through to logger.error rather than throwing — the document is already marked completed and the admin can re-trigger manually. 3. Token-based recipient matching — Documenso v1 + v2 webhook recipients carry a `token` field (per the OpenAPI spec); same token appears in the document-create response. Captured at send time into the existing document_signers.signing_token column (already in schema from Phase 1) and used by handleRecipientSigned + handleDocumentOpened before falling back to email match. Robust against the case where one email serves multiple roles on a contract — which is the documented gap in the legacy nocodb-based handler. Supporting changes: - New helper module lib/services/documenso-signers.ts with extractSigningToken() (URL-tail fallback), DOC_TYPE_LABEL map, and nextPendingSigner() picker. 11 unit tests cover the token-regex, the helper picks the lowest pending signing-order, and rejects declined/signed correctly. - documenso-client normalizeDocument now reads `token` from both `recipients[]` and the legacy capital-R `Recipient[]` array Documenso v1.32 sometimes ships in webhooks. - documents.service signer-update at send time prefers the explicit token field, falling back to extractSigningToken(signingUrl) for any v2 deployment whose distribute response omits it. Out of scope for Phase 2 (per the build plan): - Custom-doc upload-to-Documenso path (Phase 3) - Recipient + field-placement UI (Phase 4) - DNS-rebinding hardening + circuit-breaker (deferred-refactor list) - Auto-reminder cron — manual "Send reminder" button + auto-reminder toggle remain manual until Phase 6 polish Tests: 1315/1315 vitest ✅ + 11 new tests for documenso-signers ✅; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| eab30c194a |
fix(audit-wave-9): PDF correctness + brand asset hardening (pdf-auditor)
Address the pdf-auditor findings that survived the 2026-05-12 PDF stack overhaul (pdfme → react-pdf). Items C-2/C-3 (tiptap-to-pdfme bugs) were resolved when that 571-LOC bridge was deleted; remaining items: - **M-7 wrong-port brand fallback** — replace `'Port Nimara'` defaults in PDF-rendering services. `reports.service` and `expense-export` throw when the port row is missing (the job is FK-keyed on a real port, so absence = broken state, must not stamp a competitor brand). `record-export` uses `'(port)'` as the visible placeholder. - **M-2 silent field drift in fill-eoi-form** — promote the always-silent catch in `setText` / `setCheckbox` to log a structured warning per missing field (mirroring the existing `setBerthRange` pattern). A re-cut template with drifted AcroForm field names now surfaces in ops logs instead of shipping with empty values. - **M-3 form not flattened** — `fillEoiFormFields` now flattens the AcroForm before save. Documenso pathway flattens server-side; this brings the in-app pathway to parity, so the signer can't edit pre-filled yacht dimensions / address / berth number after the fact. - **M-1 PDF metadata** — set Title / Author / Subject / Lang / Producer / Creator on the generated EOI PDF for downstream readers and a11y tooling. - **M-4 noisy berth-range warnings** — downgrade per-mooring warn to debug; emit a single summary warn per call when any passthrough occurred. Multi-berth EOIs with archived/legacy moorings no longer spam the log on every render. - **M-6 source PDF sha pinning** — pin `assets/eoi-template.pdf` sha256 via `EXPECTED_EOI_SHA256` (exported for tests); `loadEoiTemplatePdf` warns once per process when the bytes drift without an explicit hash bump. Documented the intentional-update workflow in `assets/README.md`. Tests updated in `tests/unit/pdf/fill-eoi-form.test.ts` to reflect flatten + metadata (form fields are gone after flatten; pdf-lib has no getLanguage so we assert the other setters round-trip). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| f3aae61ad8 |
feat(utils): formatDate helper + sample sweep through PDF + template paths
Phase 7 — single source of truth for date display. Backed by Intl.DateTimeFormat
(no new dep — built into Node 18+ + every supported browser). Replaces 96
ad-hoc `new Date(x).toLocaleDateString('en-GB')` calls scattered across the
codebase.
src/lib/utils/format-date.ts (new):
formatDate(value, preset?, options?) — primary helper
formatDateRange(start, end, options?) — collapsed range strings
formatRelative(value, options?) — "3 hours ago" / "in 2 days"
Presets (named so callers don't memorize Intl options shape):
date.short 12 May
date.medium 12 May 2026
date.long Monday, 12 May 2026
date.iso 2026-05-12 (TZ-aware ISO date, no time)
datetime.short 12 May 14:30
datetime.medium 12 May 2026 14:30
datetime.long Monday, 12 May 2026 at 14:30 UTC
datetime.iso 2026-05-12T14:30:00.000Z
time 14:30
Defensive defaults:
- null/undefined/Invalid Date → '—' (overridable via { fallback })
- locale defaults to en-GB (settles audit-flagged en-US/en-GB drift)
- tz passthrough to Intl.DateTimeFormat timeZone field (any IANA name)
Sample sweep (3 sites — proves the pattern; remaining 93 sites can be
migrated opportunistically when files are touched):
src/lib/services/expense-pdf.service.ts:608 default subheader
src/lib/services/document-templates.ts:364 {{interest.dateFirstContact}}
src/lib/services/document-templates.ts:374-378 {{interest.date*Signed}}
The 93 remaining sites are listed in docs/BACKLOG.md §G with the rule:
"replace as you touch the file" — gives compounding cleanup without
a single risky 90-file commit.
tests/unit/format-date.test.ts (new) — 17 tests:
- fallback handling (null/undefined/invalid/explicit)
- date.iso correctness in UTC + non-UTC timezones
- datetime.iso = full ISO string
- en-GB locale-formatted output
- timezone respect across NY/UTC
- time-only preset
- Date/string/epoch ms inputs all accepted
- formatDateRange same-year collapse, different-year keep, missing ends
- formatRelative: just-now / minutes / hours / days / future / invalid
1315/1315 vitest green (+17 new from format-date.test.ts).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 411d0764e8 |
feat(document-templates): delete TipTap-to-pdfme bridge
Phase 1 / commit 12 of 14 — strips out the 571-line tiptap-to-pdfme
serializer and every code path that depended on it. TipTap document
templates remain as Documenso-template seed bodies; the CRM no longer
renders them to PDF in-app.
Deleted:
src/lib/pdf/tiptap-to-pdfme.ts (571 LOC)
src/lib/pdf/templates/eoi-standard-inapp.ts (337 LOC)
src/app/api/v1/admin/templates/preview/route.ts
src/app/api/v1/document-templates/[id]/generate/route.ts
src/app/api/v1/document-templates/[id]/generate-and-send/route.ts
src/lib/services/document-templates.ts:generateFromTemplate (~140 LOC)
src/lib/services/document-templates.ts:generateAndSend (~40 LOC)
src/lib/validators/document-templates.ts:generateAndSendSchema
src/lib/validators/document-templates.ts:previewAdminTemplateSchema
tests/unit/tiptap-serializer.test.ts (old bridge tests)
Preserved as src/lib/pdf/tiptap-validation.ts (~70 LOC):
- validateTipTapDocument() — still used to reject unsupported nodes
on save in the admin template editor
- TEMPLATE_VARIABLES — drives the merge-token picker in the
admin template form + preview UI
generateAndSign() now throws a clear ValidationError when a non-EOI
template tries the in-app pathway. Use a Documenso template, or wait
for the deferred AcroForm-fill admin-upload feature.
seed-data.ts: "Standard EOI (in-app)" template row now seeds with stub
bodyHtml + small MERGE_FIELDS array; the deleted HTML helper was never
actually rendered (in-app EOI is pdf-lib AcroForm fill on the source
PDF — generateEoiPdfFromTemplate, unchanged).
After this commit, pdfme has zero callers left. Commit 14 drops the
deps and the generate.ts shim.
1298/1298 vitest green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| b7e010ff80 |
feat(expense-export): parent-company react-pdf + pdfkit brand header
Phase 1 / commit 10 of 14 — migrates the pdfme-based parent-company
expense export to react-pdf and adds a shared brand header to the
pdfkit-based streaming expense PDF so both surfaces match the rest of
the internal-only PDF family.
parent-company-expense.tsx:
Summary KV grid (entry count, subtotal, fee, total) + entries table
with right-aligned EUR amounts and a totals row. Footnote rendered
when the EUR rate lookup falls through to the 1:1 USD:EUR fallback.
expense-export.tsx (renamed .ts -> .tsx):
- exportParentCompany now renders the react-pdf template via
resolvePortLogo() + renderPdf()
- dropped the inline pdfme template object (was the last pdfme caller
in this file)
- return type widened from Uint8Array to Buffer; caller already wraps
in Buffer.from() so no API change downstream
expense-pdf.service.ts (the pdfkit streaming engine — unchanged):
- addHeader() now draws a dark slate band matching the brand-kit
header band, with the port logo letterboxed on the left and the
document title right-aligned. Falls back to text port-name if the
logo image is missing or can't be decoded by pdfkit
- port + logo resolved once per export via Promise.all
- subheader stays beneath the band in muted grey, same as before
- streaming behavior + receipt embedding + sharp compression
untouched — the only change is the visual treatment of the header
Old pdfme inline template deleted along with the generatePdf import.
After this commit, the only remaining pdfme imports are in:
invoice-template.ts, tiptap-to-pdfme.ts, eoi-standard-inapp.ts, and
document-templates.ts (lines 516-522). All four are removed in
commits 11-12.
1319/1319 vitest green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 0e4a2d7396 |
feat(record-export): migrate client/berth/interest summaries to react-pdf
Phase 1 / commits 7-9 of 14 — bundled because all three record exports
share the same conversion pattern and call sites.
Templates:
client-summary.tsx header + KV grid for client, contacts table
with primary badge, yacht table, interests
table with stage/category, recent activity
table
berth-spec.tsx header + status badge, overview KV grid,
dimensions KV grid (with min markers), pricing
& tenure KV grid, infrastructure KV grid,
waiting list table with priority badges,
maintenance log table
interest-summary.tsx header + stage badge, status KV grid, client
KV, optional yacht/berth sections, milestones
KV grid, recent timeline table
record-export.tsx (renamed .ts -> .tsx for JSX):
- swap generatePdf(...) calls for renderPdf(<…Pdf … />) calls
- inject port logo via resolvePortLogo()
- shape data into typed template props (Drizzle returns are passed
through deliberately so the template controls its own type surface)
Drops two latent bugs the old templates carried:
- client.nationality was read as a property but the schema field is
nationalityIso — old PDFs always showed "—" for nationality
- interest.notes was read but the interests table doesn't have a
notes column (interest_berths does) — old PDFs always showed "No
notes"
Both fields are now sourced correctly (or omitted) in the new templates.
Old pdfme files deleted (3 templates). API routes that import
exportClientPdf/exportBerthPdf/exportInterestPdf unchanged.
Tests:
tests/unit/record-export-templates.test.tsx (4 tests): each template
renders to valid PDF bytes with representative data, plus a minimal-
input path for the berth spec.
1317/1317 vitest green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 90fbb66709 |
feat(reports): migrate 4 reports from pdfme to react-pdf
Phase 1 / commits 3-6 of 14 — bundled because every report follows the
same conversion pattern (coordinate-stuffed pdfme template -> JSX brand
kit). Each report now has a real header (logo + port name), structured
KeyValueGrid for summary stats, a chart (BarChart / FunnelChart / PieChart
/ LineChart-ready), and a DataTable for detail rows.
Templates:
activity-report.tsx bar chart of events-per-day, summary KPIs, top
actions table, recent-events table (50 rows)
revenue-report.tsx bar chart of revenue per stage, breakdown table
with totals row, currency-aware formatting
pipeline-report.tsx funnel chart of interests per stage, top interests
table, win rate / cycle KPIs
occupancy-report.tsx donut pie of berth status mix, status breakdown
table with percentages, occupancy rate KPI
reports.service.tsx (renamed .ts -> .tsx for JSX):
- swap REPORT_TYPE_MAP `template`/`buildInputs` for a single `render`
function returning a typed react-pdf element
- inject port logo via resolvePortLogo() and pass through to every
template through a ReportContext object
- keep the existing job queue / storage / file-row / socket-emit
flow intact — only the inner PDF-bytes generation changed
Old pdfme files deleted (4 templates). buildStoragePath / files-table
insert / notifications / status updates all unchanged.
Tests:
tests/unit/report-templates.test.tsx (5 tests): each report renders
to valid PDF bytes given a representative seed-style fixture; empty
data path doesn't throw.
1313/1313 vitest green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 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>
|
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| 73184c51e0 |
feat(pdf): brand kit foundation for @react-pdf/renderer
Phase 1 / commit 1 of 14 — installs deps and lays down the brand-kit
primitives used by every internal-only PDF. No callers wired yet.
Adds:
@react-pdf/renderer 4.5.1 one engine for internal exports
unpdf 1.6.2 reserved for berth-PDF parser tier-2
react-image-crop 11.0.10 admin logo crop UI (commit 2)
svgo 4.0.1 SVG sanitization on logo upload (commit 2)
brand-kit/
tokens.ts single source of truth for colors/fonts/spacing
logo.ts resolvePortLogo() — cached, soft-fallback
DocumentShell <Document><Page> + fixed Header + fixed Footer
Header dark band, logo slot (letterboxed) + text fallback
Footer page N of M + generated-at + confidential tag
Section heading + bottom border
KeyValueGrid 2-col (default) or stacked label/value
DataTable zebra rows + sticky header + totals row + empty state
Badge 5 tone pills
charts/
BarChart pure SVG, 4-tick y-axis, optional value labels
LineChart pure SVG, line + markers + grid
PieChart pure SVG, donut-or-pie + side legend
FunnelChart pure SVG, slope-cut slices for pipeline stages
render.ts renderToBuffer + renderToStream wrappers, typed
svg-primitives.tsx <SvgLabel> wraps react-pdf SVG <Text> to bridge
missing TS declarations for fontSize/fontFamily
Smoke test renders a kitchen-sink Document including every primitive
and every chart, plus an empty-data path. 1293+4 vitest tests green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| acf878f997 |
feat(deps): bump zod 3→4 + @hookform/resolvers 3→5
Resolved 65 type errors across the codebase via these v4 migration
patterns:
- `ZodError.errors` renamed to `ZodError.issues` (4 call sites in auth
routes + central error handler).
- `z.record(value)` now requires explicit key type: `z.record(z.string(),
value)`. Updated 7 sites across templates / forms / saved-views /
website-inquiries.
- `.refine(check, msgFn)` second-arg shape changed — now requires an
`{ error: (issue) => ... }` object form. Updated
`mergeFieldsSchema` in document-templates validator.
- `.transform(...).default(...)` chains: v4 enforces default value type
matches transform OUTPUT. Reordered to `.default(...).transform(...)`
in list-query / company-memberships handlers.
- `z.coerce.*()` INPUT type widened to `unknown` in v4. Service signatures
using `z.input<typeof schema>` (kept for caller flexibility around
defaults) now re-parse via `schema.parse(data)` to recover the
post-coercion shape Drizzle needs. Done in berth-reservations service.
Invoice service narrows `lineItems` locally with a typed cast since
re-parsing would double-validate.
- `.optional().transform(...)` no longer propagates the optional marker
through v4's new ZodPipe. Moved `.optional()` to the END of chain in
`optionalDesiredDimSchema` (interests) and documents list query
(folderId, signatureOnly).
- ZodIssue subtype shapes simplified: `received` removed from
invalid_type, `type` renamed to `origin` on too_small. Test fixtures
updated.
- @hookform/resolvers v5 splits Resolver into 3-generic form (Input,
Context, Output). useForm calls in 6 forms (client, yacht, berth,
interest, expense, invoices-new-page) now pass explicit generics:
`useForm<z.input<typeof schema>, unknown, z.infer<typeof schema>>`.
Verified: tsc clean (0 errors), vitest 1293/1293 pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| d3960af340 |
feat: warm-up deps — ts-reset, web-vitals, RHF devtool, query-broadcast
Four low-risk adds before the Zod 4 / drizzle-zod headliner: - @total-typescript/ts-reset: tightens TS stdlib types globally (JSON.parse → unknown, fetch().json() → unknown, .filter(Boolean) narrows, Set literals respect typed Set targets). Caught 179 latent type errors; fixed all production sites (8 files) and added `any` cast escape hatch in test files (ESLint exemption scoped to tests/). - web-vitals + /api/v1/internal/vitals endpoint + WebVitalsReporter client component: establishes Core Web Vitals baseline (LCP/INP/CLS/ FCP/TTFB) via navigator.sendBeacon. Required before optimisation work. - @hookform/devtools + FormDevtool wrapper: dev-only RHF state inspector, lazy-loaded via next/dynamic so the chunk is excluded from prod bundles entirely. - @tanstack/query-broadcast-client-experimental: cross-tab cache sync via BroadcastChannel — wired in query-provider.tsx, 1-liner. Audit doc updated with sections 35 + 36 (PDF stack overhaul + comprehensive second-pass package sweep) covering ~20 package adoption candidates and 4-5 deprecation candidates. Verified: tsc clean, vitest 1293/1293 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 04a594963f |
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 3ffee79f3f |
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones
Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| d597e158fe |
feat(documenso): full v2 endpoint coverage + sequential signing + redirectUrl
Wire up the remaining version-aware paths so a port pointed at Documenso 2.x
takes the v2 endpoint on every CRUD operation, with two new v2-only settings
exposed in admin UI.
documenso-client.ts:
- createDocument: v2 multipart /envelope/create + getDocument follow-up to
return the full doc shape (v1 path unchanged)
- sendDocument: v2 /envelope/distribute (returns per-recipient signingUrl in
the same response — eliminates the v1 separate-GET round-trip)
- sendReminder: v2 /envelope/redistribute with recipientIds filter
- downloadSignedPdf: v2 /envelope/{id}/download
- CreateDocumentMeta type: { subject, message, redirectUrl, signingOrder }
threaded through v1 + v2 paths (v1 ignores signingOrder)
port-config.ts:
- New settings: documenso_signing_order (PARALLEL/SEQUENTIAL, v2-only),
documenso_redirect_url (both versions honour)
- PortDocumensoConfig gains signingOrder + redirectUrl
documenso-payload.ts:
- DocumensoTemplatePayload.meta gains signingOrder
- buildDocumensoPayload reads from options.signingOrder, omits when null
document-templates.ts (EOI template flow):
- Pass docCfg.signingOrder + docCfg.redirectUrl into buildDocumensoPayload
documents.service.ts (sendForSigning uploaded-doc flow):
- Pass portId to documensoCreate + documensoSend (was missing)
- Thread signingOrder + redirectUrl via the new meta param
Admin Documenso settings page:
- v2 benefits card updated: now lists envelope CRUD, one-call send,
sequential enforcement, post-sign redirect as wired (was roadmap)
- Roadmap callout pruned to the three remaining deferred items:
template/use migration, /envelope/update, non-SIGNER recipient roles
- New "v2 signing behaviour" SettingsFormCard with the two new settings
Template flow stays on /api/v1/templates/{id}/generate-document by design —
Documenso 2.x accepts v1 endpoints via backward compat; full migration to
v2 /template/use requires per-template field-ID capture (admin schema work,
deferred).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 1f41f8a8a0 |
chore(env): document DOCUMENSO/MINIO vars + fix InMemoryBackend test stub
- .env.example: strip /api/v1 from DOCUMENSO_API_URL (was producing double-pathed 404s), add DOCUMENSO_API_VERSION docs (v1 vs v2 support), add MINIO_AUTO_CREATE_BUCKET, document DOCUMENSO_TEMPLATE_ID_EOI + recipient role IDs - Add listByPrefix to InMemoryBackend test stub (was 3 pre-existing tsc errors) Pre-commit hook bypassed on explicit user request (CLAUDE.md policy blocks .env* by default; user authorized this update as part of audit-fixes cutover prep). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 9a5ba87d6c |
fix(integration): webhook v2 events, storage migrate, test theatre
- F1: DOCUMENT_DECLINED handler (v2 Decline vs Reject) — routes to same handler as DOCUMENT_REJECTED until product refines downstream UX - Add RECIPIENT_VIEWED / RECIPIENT_SIGNED v2-alias cases with telemetry logging so we see when v2 deployments emit them - D1: populate TABLES_WITH_STORAGE_KEYS (files, berth_pdf_versions, brochure_versions, gdpr_exports) — was an empty list, migrated 0 files - MinIO putObject/getObject/statObject/removeObject socket timeout wrapper to prevent worker hangs on TCP blackhole (30s deadline) - E1: convert test.skip on smoke-setup infra failure to throw new Error so green-skipped silence becomes a real test failure (Playwright doesn't expose vitest's expect.fail) - Regression tests: folderId='' → null transform, applyEntityRestoredSuffix no-op (never-archived), syncEntityFolderName collision loop past (2) Note: matching .env.example documentation (D2 — bare DOCUMENSO_API_URL, DOCUMENSO_API_VERSION, MINIO_AUTO_CREATE_BUCKET, DOCUMENSO_TEMPLATE_ID_EOI, recipient role id vars) prepared but not committed — pre-commit hook blocks .env*. Apply manually via the separate .env workflow. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 0e8feb1073 |
chore: prettier format pass on branch files
Auto-format all files modified during the documents-hub-split feature branch that were not yet aligned with the project's Prettier config (single quotes, semicolons, trailing commas). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| a4c49f5e5a |
fix(documents): surface signedFromDocumentId + hub cleanup
Three follow-ups from Task 15 code review: 1. (Important) The aggregated files API now LEFT JOINs against documents to surface signedFromDocumentId per file row. The "view signing details" button on EntityFolderView's Files section now passes the workflow id to SigningDetailsDialog instead of the file id. Previously the button always 404'd and the dialog hung in the loading state. Drops the v1 filename-prefix heuristic. 2. (Minor) Drop dead initialTab prop + DocumentsHubTab import — leftover from the pre-refactor tab strip. 3. (Minor) FlatFolderListing remounts on folder switch via a key prop, restoring the pre-refactor typeFilter reset behaviour. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| d2b0d42e84 |
fix(documents): tighten aggregation — filter ended memberships + symmetry
Four follow-ups from Task 8 code review: 1. Aggregation now filters companyMemberships to active rows only (isNull(endDate)) on both client→companies and company→clients joins. Previously a rep who left a company 2y ago would still see that company's files in their aggregated view. Brings this service in line with the 8 other call sites in the codebase that already filter on endDate. 2. Move collectRelatedEntities import to the top of documents.service.ts — was wedged mid-file. 3. listInflightWorkflowsAggregatedByEntity now calls assertEntityInPort for symmetry with the files version. Cross- port reads short-circuit early instead of executing N empty port-scoped queries. 4. Add a cross-port leakage regression test for the workflow projection. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 3037d832c6 |
feat(documents): owner-aggregated projection (files + workflows)
listFilesAggregatedByEntity walks the relationship graph (symmetric reach: clients <-> companies via memberships, <-> yachts via current ownership) and groups results by source: DIRECTLY ATTACHED + FROM COMPANY/YACHT/CLIENT. File-FK snapshot is the source of truth so historical files survive yacht-ownership transfer. Each group caps at 20 rows + a total for "Show all (N)" drill-through. Defense-in-depth port_id filter at every join. listInflightWorkflowsAggregatedByEntity reuses the same graph walk for in-flight signing workflows (draft/sent/partially_signed only). Completed workflows are hidden — they surface via their signed-PDF file row instead. applyEntityFkFromFolder auto-sets the matching entity FK on the file row when the upload target is a system-managed entity subfolder (E8). Wired into uploadFile; validator extended with folderId field. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 4c5dc7ec17 |
feat(documents): entity-folder archive / restore / demote helpers
applyEntityArchivedSuffix stamps " (archived)" + archived_at on the entity subfolder so the UI mutes it and auto-deposit halts. Restore is the inverse. demoteSystemFolderOnEntityDelete flips system_managed=false, appends " (deleted)", and clears the entity FK so the partial unique index releases the slot — orphaned files retain their entity FK snapshots and surface in the rep's clean-up view. All three helpers are best-effort from the entity-side hooks; folder errors are logged at warn level but do not fail the entity-update operation. UPDATE WHERE clauses include port_id (defense-in-depth). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 86a6944d1c |
feat(documents): syncEntityFolderName + entity-rename hooks
Per-entity subfolder names mirror the entity's current display string. Wired into updateClient / updateCompany / updateYacht; runs only when the name field changes. Best-effort (logged + swallowed) so a folder- sync error never fails an entity update. Preserves the (archived) suffix when present; skips entirely when the folder has been demoted to (deleted) — the rep owns the name at that point. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 64d0ae540b |
feat(documents): block rename/move/delete on system folders
assertNotSystemManaged centralises the guard so the three mutation paths surface identical ConflictError shapes. System roots and per- entity subfolders are immutable through the rep-facing API; the only way for system_managed to flip back to false is the entity-hard- delete demotion path (next task). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 2f3200764a |
feat(documents): ensureEntityFolder (concurrent-safe + suffix on collision)
Idempotent per-entity subfolder creation under the matching system root. Fast-path SELECT short-circuits the common case. Inserts race safely via uniq_document_folders_entity (partial unique on port_id+entity_type+entity_id) — the loser re-SELECTs the winner's row. Sibling-name collisions between two entities with the same display name append (2), (3), … to the new folder; existing folders never rename. Exports EntityType for use by downstream tasks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| b0831a6872 |
feat(documents): ensureSystemRoots + wire into createPort
Adds idempotent root-folder bootstrap (Clients/Companies/Yachts) called on every port-init. ON CONFLICT DO NOTHING on the sibling-name unique index prevents racing inserts; the re-SELECT returns the stable row set in SYSTEM_ROOT_NAMES order. Same helper is invoked by the backfill script in a later task. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 5422f11747 |
chore: prettier formatter drift across recent commits
Prettier reformatting on files touched in the wave 11.B sequence — markdown italics _underscore-style_, single-line conditionals, minor whitespace fixes. No semantic changes. .env.example reformatting left unstaged (blocked by pre-commit hook). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| ef63e86fde |
feat(documents): importer for organized S3/filesystem buckets
One-shot script that walks an existing organized bucket tree, builds
matching document_folders rows mirroring the path, then inserts
documents + files rows pointing at the existing storage keys verbatim
— no path rewrite. For migrating from a legacy MinIO bucket whose
folder structure is already the source of truth.
Idempotency:
• Folders: sibling-name unique index swallows duplicate creates;
we reuse the row on ConflictError.
• Documents: skipped when (port_id, fileStoragePath) already exists.
Adds StorageBackend.listByPrefix (recursive readdir on filesystem;
listObjectsV2 stream-drain on s3) — the first one-shot caller, not
a hot path. Pure parseImportPath helper extracted to its own module
and unit-tested for trailing slashes, empty intermediate segments,
prefix mismatch, and special-character folder names (8 tests).
Audit log per imported doc carries source='organized-bucket-importer',
storageKey, and folderSegments so the documents inspector can filter
on imports later.
CLI:
pnpm tsx scripts/import-organized-documents.ts \\
--port-slug <slug> \\
--bucket-prefix "legacy-imports/" \\
(--dry-run | --apply) [--uploaded-by <userId>]
Folds in Prettier post-hook drift on documents.service.ts +
download handler — same lint-staged formatting the earlier commits
already absorbed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 830ac39900 |
feat(documents): zod validators for folder CRUD
createFolderSchema, renameFolderSchema, moveFolderSchema, moveDocumentToFolderSchema. Names: 1–200 chars, non-whitespace. parentId/folderId nullable to allow root. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 72ab7180cf |
feat(public-berths): expose booleans, metric variants, timestamps
Bring the public berth feed to verbatim NocoDB parity (all fields except Price, which is held pending an explicit policy decision per the audit follow-ups Q4). Adds: - Berth Approved (boolean) - Water Depth (number) - Width Is Minimum / Water Depth Is Minimum (boolean) - Length / Width / Draft / Water Depth / Nominal Boat Size (Metric) - CreatedAt / UpdatedAt (ISO strings, useful for cache invalidation) Booleans pass through as nullable to preserve NocoDB's tri-state checkbox semantics (true / false / unset). Test fixtures cover the new fields end-to-end including the null-passthrough case. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 5c8c12ba1f |
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
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>
|
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| 267c2b6d1f |
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients, yachts, companies, interests, residential interests, berths, invoices, expenses, documents, files, reminders, brochures, tags, notes, navigation) with prefix tsquery + trigram fallback, phone-digit normalization, and JOINs to client_contacts for email matching. New `notes` bucket searches across the four note tables (client, interest, yacht, company) via UNION + parent-entity label resolution (berth mooring for interests, name for yachts/companies). Renders at the bottom of the dropdown so broad-content matches don't crowd entity-specific hits — per the user's "low-noise" preference. Recently-viewed tracking persists last 20 entity views per user in Redis sorted set; CommandSearch surfaces them as the dropdown's default state and applies affinity ranking when the user types. ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like `INV-2025-001`) and routes the rep straight to the entity, skipping the normal search bucket. Audit search service gains `entityIds[]` array filter for the new loadClientActivityAggregated() path. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
|||
Matt Ciaccio
|
fc7595faf8 |
fix(audit-tier-2): error-surface hygiene — toastError + CodedError sweep
Two mechanical sweeps closing the audit's HIGH §16 + MED §11 findings: * 38 client components / 56 toast.error sites converted to toastError(err) so the new admin error inspector becomes usable from user-reported issues — every failed inline-edit, save, send, archive, upload, etc. now carries the request-id + error-code (Copy ID action). * 26 service files / 62 bare-Error throws converted to CodedError or the existing AppError subclasses. Adds new error codes: DOCUMENSO_UPSTREAM_ERROR (502), DOCUMENSO_AUTH_FAILURE (502), DOCUMENSO_TIMEOUT (504), OCR_UPSTREAM_ERROR (502), IMAP_UPSTREAM_ERROR (502), UMAMI_UPSTREAM_ERROR (502), UMAMI_NOT_CONFIGURED (409), and INSERT_RETURNING_EMPTY (500) for post-insert returning-empty guards. * Five vitest assertions updated to match the new user-facing wording (client-merge "already been merged", expense/interest "couldn't find that …", documenso "signing service didn't respond"). Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §16 (auditor-H Issue 1) + MED §11 (auditor-G Issue 1). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
6a609ecf94 |
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints
Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
4723994bdc |
feat(errors): platform-wide request ids + error codes + admin inspector
End-to-end error-handling overhaul. A user hitting any failure now sees
a plain-text message + stable error code + reference id. A super admin
can paste the id into /admin/errors/<id> for the full request shape,
sanitized body, error stack, and a heuristic likely-cause hint.
REQUEST CONTEXT (AsyncLocalStorage)
- src/lib/request-context.ts mints a per-request frame carrying
requestId + portId + userId + method + path + start timestamp.
- withAuth wraps every authenticated handler in runWithRequestContext
and accepts an upstream X-Request-Id header (validated shape) or
generates a fresh UUID. The id ALWAYS leaves on the X-Request-Id
response header, including early-return 401/403/4xx paths.
- Pino logger reads from the same context via mixin — every log
line emitted during the request automatically carries the ids
with no per-call threading.
ERROR CODE REGISTRY
- src/lib/error-codes.ts defines stable DOMAIN_REASON codes with
HTTP status + plain-text user-facing message (no jargon, written
for the rep on the phone with a customer).
- New CodedError class wraps a registered code + optional
internalMessage (admin-only — never sent to client).
- Existing AppError subclasses got plain-text default rewrites so
legacy throw sites improve immediately without migration.
- High-impact services migrated to specific codes:
expenses (RECEIPT_REQUIRED, INVOICE_LINKED), interest-berths
(CROSS_PORT_LINK_REJECTED), berth-pdf (PDF_MAGIC_BYTE / PDF_EMPTY /
PDF_TOO_LARGE / VERSION_ALREADY_CURRENT), recommender
(INTEREST_PORT_MISMATCH).
ERROR ENVELOPE
- errorResponse always sets X-Request-Id header + requestId field.
- 5xx responses include a "Quote error ID …" friendly line.
- 4xx kept clean (validation, permission, not-found don't pollute
the inspector — they're already in audit log).
PERSISTENCE (error_events table, migration 0040)
- One row per 5xx, keyed on requestId, with method/path/status/error
name+message/stack head (4KB cap)/sanitized body excerpt (1KB cap;
password/token/secret/etc keys redacted)/duration/IP/UA/metadata.
- captureErrorEvent extracts Postgres SQLSTATE/severity/cause.code
so the classifier can recognize FK / unique / NOT NULL / schema-
drift violations.
- Failure to persist is logged-not-thrown.
LIKELY-CULPRIT CLASSIFIER (src/lib/error-classifier.ts)
- 4-pass heuristic (first match wins):
1. Postgres SQLSTATE → human reason (23503 FK, 23505 unique,
42703 schema drift, 53300 connection limit, …)
2. Error class name (AbortError, TimeoutError, FetchError,
ZodError)
3. Stack-path patterns (/lib/storage/, /lib/email/, documenso,
openai|claude, /queue/workers/)
4. Free-text message keywords (econnrefused, rate limit, timeout,
unauthorized|invalid api key)
- Returns { label, hint, subsystem } for the inspector badge.
CLIENT SIDE
- apiFetch throws structured ApiError with message + code + requestId
+ details + retryAfter.
- toastError() helper renders the standard 3-line toast:
plain message / Error code: X / Reference ID: Y [Copy ID].
ADMIN INSPECTOR
- /<port>/admin/errors lists captured 5xx with status badge + path +
likely-culprit badge + truncated message + reference id. Filter by
status code; auto-refresh via TanStack Query.
- /<port>/admin/errors/<requestId> deep-dive: request shape, full
error name+message+stack, sanitized body excerpt, raw metadata,
registered-code lookup (so admin can compare to what user saw),
likely-culprit hint with subsystem tag.
- /<port>/admin/errors/codes is the in-app code reference page —
every registered code grouped by domain prefix, searchable, with
HTTP status + user message inline. Linked from inspector header
so admins can flip to it while triaging.
- Permission: admin.view_audit_log. Super admins see all ports;
regular admins port-scoped.
- system-monitoring dashboard now surfaces error_events alongside
permission_denied audit + queue failed jobs (RecentError gains
source: 'request' variant).
DOCS
- docs/error-handling.md walks through coded errors, plain-text
message guidelines, client toasting, admin inspector usage,
persistence rules, classifier internals, pruning, and the
legacy → CodedError migration path.
MIGRATION SAFETY
- Audit confirmed all 41 migrations (0000-0040) apply cleanly in
journal order against an empty DB. 0040 references ports(id)
which exists from 0000. 0035/0038 don't deadlock under sequential
psql -f. Removed redundant idx_ds_sent_by from 0038 (created in
0037).
Tests: 1168/1168 vitest passing. tsc clean.
- security-error-responses tests updated for plain-text messages
+ new optional response keys (code/requestId/message).
- berth-pdf-versions tests assert stable error codes via
toMatchObject({ code }) rather than message regex.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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ade4c9e77d |
fix(audit-v2): platform-wide post-merge hardening across 5 domains
Five-domain audit (security, routes, DB, integrations, UI/UX) ran after
the
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Matt Ciaccio
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a0091e4ca6 |
feat(emails): sales send-out flows + brochures + email-from settings
Phase 7 of the berth-recommender refactor (plan §3.3, §4.8, §4.9, §5.7,
§5.8, §5.9, §11.1, §14.7, §14.9). Adds the rep-driven send-out path for
per-berth PDFs and port-wide brochures, the per-port sales SMTP/IMAP
config + body templates, and the supporting admin UI.
Migration: 0031_brochures_and_document_sends.sql
Schema additions:
- brochures (port-wide, with isDefault marker + archive)
- brochure_versions (versioned uploads, storageKey per §4.7a)
- document_sends (audit log of every rep-initiated send; failures
captured with failedAt + errorReason). berthPdfVersionId is a plain
text column (no FK) — loose-coupled to Phase 6b's berth_pdf_versions
so the two phases stay independent.
§14.7 critical mitigations:
- Body XSS: rep-authored markdown goes through renderEmailBody()
(HTML-escape first, then a tight allowlist of bold/italic/code/link
rules). https:// + mailto: only — javascript:/data: URLs stripped.
Tested against script/img/iframe/svg/onerror polyglots.
- Recipient typo: strict email regex + two-step confirm modal that
shows the exact recipient before send.
- Unresolved merge fields: pre-send dry-run /preview endpoint blocks
submission until findUnresolvedTokens() returns empty.
- SMTP failure: every transport rejection writes a document_sends row
with failedAt + errorReason; UI surfaces the message.
- Hourly per-user rate limit: 50 sends/user/hour via existing
checkRateLimit().
- Size threshold fallback (§11.1): files above
email_attach_threshold_mb (default 15) ship as a 24h signed-URL
download link in the body instead of an attachment. Storage stream
flows directly to nodemailer to avoid buffering 20MB+.
§14.10 critical mitigation:
- SMTP/IMAP passwords encrypted at rest via the existing
EMAIL_CREDENTIAL_KEY (AES-256-GCM). The /api/v1/admin/email/
sales-config GET endpoint never returns the decrypted value — only
a *PassIsSet boolean. PATCH treats empty string as "leave unchanged"
and explicit null as "clear", so the masked-placeholder UI round-
trips without forcing re-entry on every save.
system_settings keys (per-port unless noted):
- sales_from_address, sales_smtp_{host,port,secure,user,pass_encrypted}
- sales_imap_{host,port,user,pass_encrypted}
- sales_auth_method (default app_password)
- noreply_from_address
- email_template_send_berth_pdf_body, email_template_send_brochure_body
- brochure_max_upload_mb (default 50)
- email_attach_threshold_mb (default 15)
UI surfaces (per §5.7, §5.8, §5.9):
- <SendDocumentDialog> shared 2-step compose+confirm flow.
- <SendBerthPdfDialog>, <SendDocumentsDialog>, <SendFromInterestButton>
wrappers per detail page.
- /[portSlug]/admin/brochures: list, upload (direct-to-storage
presigned PUT for the 20MB+ files per §11.1), default toggle,
archive.
- /[portSlug]/admin/email extended with <SalesEmailConfigCard>:
SMTP + IMAP creds, body templates, threshold/max settings.
Storage: every upload + download goes through getStorageBackend() —
no direct minio imports, per Phase 6a contract.
Tests: 1145 vitest passing (+ 50 new in
markdown-email-sanitization.test.ts, document-sends-validators.test.ts,
sales-email-config-validators.test.ts).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
|
249ffe3e4a |
feat(berths): per-berth PDF storage (versioned) + reverse parser
Phase 6b of the berth-recommender refactor (see
docs/berth-recommender-and-pdf-plan.md §3.2, §3.3, §4.7b, §11.1, §14.6).
Builds on the Phase 6a pluggable storage backend (commit
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