Commit Graph

12 Commits

Author SHA1 Message Date
f0dbefcac2 chore(copy): em-dash sweep across user-facing JSX text + bump lint to error
Replaced 174 em-dashes (—) with " - " (space-hyphen-space) across 49
files in src/components + src/app. The em-dash reads as a tell-tale
"AI-generated" marker per the user's design feedback; hyphens with
spaces preserve the connector semantics without the AI tint.

Touched only lines outside pure-comment context (// /* * */). Code
comments, JSDoc, audit-log strings, structured logging strings, and
templates outside the lint scope retain their em-dashes for now —
they're not user-visible.

Also captured two remaining cases that used the `—` HTML entity
instead of the literal character (system-monitoring-dashboard,
interest-stage-picker) — replaced with a plain hyphen.

Bumped the existing `no-restricted-syntax` rule from `warn` → `error`
in eslint.config.mjs scoped to src/components/**/*.tsx +
src/app/**/*.tsx. New code reintroducing em-dashes in JSX text now
fails the lint gate.

Verified: tsc clean, vitest 1448/1448, eslint 0 em-dash warnings.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 20:02:58 +02:00
552b966903 feat(uat-batch-14): InterestDocumentsTab rename, custom-field tooltip, yacht Transfer surface
- InterestDocumentsTab section "Legal documents" renamed to
  "Signature documents" so its scope is unambiguous. The section
  holds Documenso envelopes (EOI / Reservation / Contract); generic
  legal uploads belong in Attachments below.
- Custom-field admin form's "Sort Order" label now uses the
  FieldLabel primitive with an explainer tooltip ("Lower numbers
  render first... use to pin frequently-edited fields to the top").
  First adoption of the FieldLabel primitive shipped in PR4.2.
- Yacht Ownership History tab gains a "Transfer ownership" button:
  in the populated state as a header CTA (perm-gated by yachts.edit),
  in the empty state as the EmptyState action. Reuses the existing
  YachtTransferDialog from the header. Closes the "no way to enter/
  change" UX gap without duplicating the transfer logic.
- Verified the existing row-owner rendering already uses OwnerLink,
  so the row-click affordance was already in place.

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:18:29 +02:00
c8ea9ec0a0 fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:

- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/

The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.

Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.

Test suite stays at 1315/1315 vitest. typescript clean.

Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
689a114aba fix(audit-wave-9): copy/terminology sweep (copy-auditor)
Address the highest-impact items from the copy-auditor's CRITICAL +
HIGH + MEDIUM bands:

**C2 portal raw-status leak**
- Drop the staff-only `leadCategory` chip from the portal interests
  page entirely. Privacy + optics: clients should never see "hot lead"
  in their own portal. `eoiStatus` was already wrapped in
  `portalSigningLabel`; only the categorical chip remained.

**C3 signing-status label drift**
- Add `src/lib/labels/document-status.ts` as the single source of
  truth for the {draft, sent, partially_signed, completed, expired,
  cancelled} lifecycle: labels (CRM + portal variants), StatusPill
  variant, and the "active / in-flight" set.
- Wire it into interest-eoi-tab, interest-contract-tab,
  interest-reservation-tab — they previously redefined identical
  STATUS_LABELS / ACTIVE_STATUSES blocks per-file.

**H1 + M3 verbiage codemod**
- `Save Changes` → `Save changes` (sentence case, matches the
  surrounding admin/CRM pattern).
- `Saving...` (ASCII three dots) → `Saving…` (Unicode ellipsis).
  Matches the project's UTF-8-elsewhere convention and reads
  correctly via screen-readers.

**M1 envelope jargon → signing request**
- smart-archive-dialog: "Leave envelope pending" → "Leave signing
  request pending"; "Void the signing envelope" → "Cancel the signing
  request"; section header updated to match.
- document-detail: "voids the signing envelope" → "cancels the signing
  request".
- bulk-archive-wizard: "leave invoices/signing envelopes alone" →
  "leave invoices/signing requests alone".
- Documenso admin page intentionally keeps `envelope` (dev/integration
  vocabulary).

**M5 Hot Lead casing**
- Normalize `Hot Lead` / `General Interest` / `Specific Qualified` to
  sentence case in `constants.ts` LABEL_OVERRIDES and all per-file
  lead-category maps so the CRM trend (sentence case) is consistent.

**C1 surface-level rename**
- "Linked prospect (optional)" → "Linked interest (optional)" on the
  berth status-change dialog.
- "Deal Documents" tab → "Interest Documents" (URL/route kept as
  `/deal-documents` to avoid breaking deep links; rename deferred).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:12:40 +02:00
0df761f4ad fix(audit-wave-9): add mobile cardRender to remaining admin lists
Five DataTable consumers were rendering as horizontally-scrolling
desktop tables on mobile because they had no cardRender prop. Now they
collapse to a vertical card list below the lg: breakpoint with the
same actions inline:

- admin/tags/tag-list
- admin/roles/role-list
- admin/ports/port-list (also: Active/Inactive badge -> StatusPill)
- admin/document-templates/template-list (also: Active/Inactive badge
  -> StatusPill)
- admin/custom-fields/custom-fields-manager

All five now share the user-list / berth-list pattern: row-card with
title, secondary meta, and trailing action buttons; same TanStack
table instance powers both the desktop table and the mobile cards.

Closes ui/ux H2 + extends M2 (status-pill coverage).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:00:35 +02:00
4233aa3ac3 fix(audit-wave-9): standardize on Sheet for previews; doctrine in CLAUDE.md
Swap the one outlier (client-interests-tab.tsx) from Vaul Drawer to
Sheet side=right so every detail-preview surface uses the same
primitive. Document the doctrine: Sheet for side panels on both desktop
and mobile; Vaul Drawer reserved for mobile-only bottom-sheet UX
(currently just MoreSheet).

Closes ui/ux M11.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 11:50:07 +02:00
8a8cff4c4c fix(compiler): migrate custom-fields-manager to useQuery
set-state-in-effect: 44 → 43.

Eight admin list/load sites migrated total this session; the
remaining ~43 hits are predominantly the dialog/form open→reset
pattern (intentional setState-in-effect when a dialog opens to
populate fields from props). Cleanest fix is key-based remount
of the dialog body; tracked in BACKLOG as a focused refactor pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:37:30 +02:00
8dc16dcd2e fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
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Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.

Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
  verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
  buggy issuer in some future code path that mixes port scopes — every
  storage key generated by generateStorageKey() already prefixes the
  slug. document-sends opts in for 24h emailed download links; other
  callers continue working unchanged via the optional field.

DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
  DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
  uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
  (storage_backend, NULL) rows that had accumulated from race-prone
  delete-then-insert patterns in ocr-config / settings / residential-
  stages / ai-budget services. All four services converted to true
  onConflictDoUpdate upserts so the race window is closed.

API uniformity:
- Response shape standardization: 16 routes converted from
  `{ success: true }` to 204 No Content. CLAUDE.md documents the
  convention (`{ data: <T> }` for content, 204 for empty mutations,
  portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
  (custom-fields, expenses/export ×3, currency convert,
  search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
  versions, parse-results}). Uniform 400 error shapes for
  ZodError-flagged bodies.

Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
  `{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
  the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
  per-port custom_field_definitions for client/interest/berth contexts
  and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
  tokens now expand (search index + entity-diff remain documented
  design limitations).

/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
  alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
  visible Documents tab in company-tabs.tsx (was a hidden stub).

Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
  worker handlers). Both are placeholders for future feature surfaces,
  not bugs — per-port digest works for every customer; nothing
  currently enqueues import jobs (verified). Annotated in BACKLOG.

BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).

Tests: 1185/1185 vitest, tsc clean.
2026-05-08 02:20:27 +02:00
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
d3a6a9beef fix(audit-tier-2-routes): manual NextResponse.json error sweep + admin form banners
Two final waves of error-surface hygiene closing the audit's MED §12 +
HIGH §15 + HIGH §17 findings:

* 50 route files swept (61 sites): manual NextResponse.json({error,
  status: 4xx|5xx}) early-returns replaced by typed throws +
  errorResponse(err) at the catch.
  - Super-admin gates (13 sites) use new requireSuperAdmin(ctx, action)
    helper from src/lib/api/helpers.ts so denials hit the audit log.
  - Path-param + body validation 400s become ValidationError throws.
  - 404s become NotFoundError or CodedError('NOT_FOUND') for AI
    feature-flag paths.
  - 11 manual 5xx returns now re-throw so error_events captures the
    request-id (the admin error inspector becomes usable from real
    incidents).
  - website-analytics 200-with-error anti-pattern flipped to 409 +
    UMAMI_NOT_CONFIGURED. 502 upstream paths use UMAMI_UPSTREAM_ERROR.
  - 11 sites intentionally preserved: storage/[token] anti-enumeration
    token-failure paths, webhook-secret 401, "Unknown port" 400 in
    public intake.

* 7 admin forms (roles, users, ports, webhooks, custom-fields,
  document-templates, tags) gain a formatErrorBanner() helper from
  src/lib/api/toast-error.ts that builds a multi-line "Error code / Reference ID"
  banner — the rep can copy the request id when reporting a failed
  save.  Banners get whitespace-pre-line so newlines render.

Test status: 1168/1168 vitest, tsc clean.

Refs: docs/audit-comprehensive-2026-05-05.md MED §12 (auditor-F Issue 1)
+ HIGH §15 (auditor-F Issue 2) + HIGH §17 (auditor-H Issue 2).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 20:36:59 +02:00
Matt Ciaccio
8699f81879 chore(style): codebase em-dash sweep + minor layout polish
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Replaces every em-dash and en-dash with regular ASCII hyphens
across comments, JSX strings, and dev-facing logs. Mostly cosmetic
but stops the inconsistent mix that crept in over the last few
months (some files used em-dashes in comments, others didn't,
some used both).

Bundles two small dashboard-layout tweaks that touch a couple of
already-modified files:
- (dashboard)/layout.tsx main padding goes from p-6 to pt-3 px-6
  pb-6 so page content sits closer to the topbar.
- Sidebar now receives the ports list it needs for the footer
  port switcher.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-04 22:57:01 +02:00
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
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Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.

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