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5 Commits

Author SHA1 Message Date
Matt
221ae5784e chore(autonomous-session): consolidate uncommitted work from prior session 
Bundles the prior autonomous-session output that was sitting unstaged:

- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
  never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
  after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
  redirects (ocr to ai, reports to dashboard, invitations to users),
  docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
  flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
  let-reassign), set-state-in-effect disables in CountryFlag and
  UploadForSigning preview-bytes effect, unused 'confirm' destructures in
  interest contract + reservation tabs, unescaped apostrophe in test-template
  card copy
 2026-05-23 00:52:59 +02:00
Matt
989cc4d72b feat(uat-batch): Group I — Residential parity (4 ships) 
I34–I37 from the 2026-05-21 plan.

Shipped:
  I34  Residential client header layout parity. Email / Call /
       WhatsApp action buttons mirror the main ClientDetailHeader.
       WhatsApp number resolves from phoneE164 (preferred) or strips
       the free-text phone to digits. Header surfaces "Linked to
       main client" chip when the auto-link matcher (I37) finds a
       counterpart in the main CRM.
  I35  Residential interests list rebuilt for parity with the main
       InterestList. New ResidentialInterestCard +
       getResidentialInterestColumns + residentialInterestFilter-
       Definitions; the list page drives DataTable + FilterBar +
       ColumnPicker + SavedViewsDropdown + bulkActions. List
       endpoint validator widened to accept pipelineStage as a
       string OR string[] and added a source filter. Service post-
       fetches client names via a single IN-list lookup so the
       table renders fullName in column 1 without N+1.
       New /api/v1/residential/interests/bulk supports
       change_stage + archive (100-id cap). Kanban view deferred.
  I36  Residential inquiries auto-forward to partner email(s).
       New registry entry residential_partner_recipients (comma-
       separated) under section residential.partner.
       createResidentialInterest fires
       forwardResidentialInquiryToPartner after the row lands.
       Helper uses the same branded shell other transactional
       emails use. Failures log + never block create. The
       /admin/residential-stages page picks up a registry-driven
       card so admins manage recipients alongside stages.
  I37  Auto-link residential ↔ main client. Migration 0080 adds
       residential_clients.linked_client_id (nullable FK, SET NULL
       on cascade) + partial index. New findAndLinkMatchingMainClient
       service matches by email first (case-insensitive client_contacts
       lookup) then by E.164 phone. First exact match wins. Fires
       fire-and-forget from createResidentialClient. Header surfaces
       the link via a "Linked to main client" chip. Backfill script
       + reverse-direction link from main ClientDetailHeader stay
       as follow-ups.

Verified: tsc clean, vitest 1454/1454, migration applied.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 22:57:19 +02:00
Matt
20ee2c1dcf feat(notes): aggregate-on-read for yachts, companies, residential clients 
Extends the listForClientAggregated pattern to three new symmetric
helpers in notes.service so the Notes tab on yacht / company /
residential-client detail pages surfaces the full timeline (own notes
+ related-entity notes) instead of just rows on the entity itself.

  - listForYachtAggregated: yacht own + owner client (when ownership
    is polymorphic 'client') + linked interest notes.
  - listForCompanyAggregated: company own + company-owned yacht notes
    + interests linked to those yachts.
  - listForResidentialClientAggregated: own + residential interests.

Generalises NotesList so aggregate=true works for all four entity
types via SELF_SOURCE / AGGREGATABLE / SOURCE_BADGE_CLASS / SOURCE_LABEL
maps; cross-source notes render with a coloured chip and are read-only
(rep edits on the source entity's page so the right timeline records
the change).

Wires ?aggregate=true into the yacht / company / residential-client
notes routes; the yacht / company / residential-client tabs now pass
aggregate. Drops the legacy single-textarea spots on the companies
overview tab and the residential-interest "Initial brief" row in
favour of the threaded feed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-09 18:36:05 +02:00
Matt
5c8c12ba1f feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
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Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-07 21:02:12 +02:00
Matt Ciaccio
e8d61c91c4 feat(platform): residential module + admin UI + reliability fixes
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Residential platform
- New schema: residentialClients, residentialInterests (separate from
  marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint

Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)

Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
  handlers.ts files (Next.js 15 route.ts only allows specific exports)

Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
  (apiFetch already JSON.stringifies its body; passing a stringified
  body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
  to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
  Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md

Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-27 21:54:32 +02:00