Commit Graph

9 Commits

Author SHA1 Message Date
4329db7fc3 fix(compiler): React Compiler safety triage — 5 categories cleared
Cleared 4 rule buckets (37 violations, including 5 real bugs) and
silenced 1 informational bucket from the Next 16 / react-hooks v7
upgrade. Cleared rules promoted from `warn` back to `error` so new
regressions block CI.

Real bug fixes:
- `interest-contact-log-tab.tsx`: `useMemo` used for side effects
  (5 setState calls inside a memo body); converted to `useEffect`.
- `PieChart.tsx`: cumulative `let angle` mutation in a render-phase
  `map`; converted to `reduce` so the slice array is built without
  re-assignment.
- `documents-hub.tsx`: `useMemo(() => ({ count: 0 }))` used as a
  mutable drag counter; converted to `useRef`.
- `notes-list.tsx`: `Date.now()` read during render for note-edit
  countdown (impure) → pinned to a `now` state ticked every 30s.
- `onboarding-checklist.tsx` / `user-profile.tsx` /
  `user-settings.tsx`: `useEffect(() => void load(), [])` with the
  `load` function declared AFTER the effect — relied on hoisting,
  trips Compiler's "access before declared" rule. Declared inside
  the effect.

Pattern fixes (intentional cache-via-ref → state or layout-effect):
- 6 `ref.current = x` writes during render moved into layout
  effects (`use-realtime-invalidation`, `settings-form-card`,
  `inbox`).
- 3 `ref.current` reads during render (search totals cache,
  scanner file ref) rewritten to backed-by-state.
- `use-is-mobile.ts` rewritten on `useSyncExternalStore` to avoid
  the SSR-then-rehydrate setState dance.
- `use-notifications.ts` rewritten to write socket pushes directly
  into the React Query cache via `setQueryData`, removing a local
  state mirror.

Rule config (`eslint.config.mjs`):
- `react-hooks/purity` → error (was warn, cleared)
- `react-hooks/set-state-in-render` → error (was warn, cleared)
- `react-hooks/immutability` → error (was warn, cleared)
- `react-hooks/refs` → error (was warn, cleared)
- `react-hooks/incompatible-library` → off (informational only)
- `react-hooks/set-state-in-effect` → warn (51 remaining, all the
  useEffect→fetch→setState data-fetch pattern; migration to
  useQuery tracked in BACKLOG)

Verified: tsc clean, eslint 0 errors / 69 warnings (down from 105),
vitest 1315/1315, next build green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:14:16 +02:00
0baca41693 audit: Tier 0 quick wins — EMAIL_REDIRECT_TO prod guard + storage routing + metadata masking
Tier 0.2: src/lib/env.ts now refuses boot when NODE_ENV=production AND
EMAIL_REDIRECT_TO is set. Sendmail logs the rewrite at warn (was debug)
so dev/staging windows where someone forgets to unset are immediately
visible.

Tier 0.6: backup_jobs.storage_path added to TABLES_WITH_STORAGE_KEYS in
src/lib/storage/migrate.ts. Flipping the storage backend used to
silently orphan every pg_dump artefact — last-resort recovery path is
now actually portable.

Tier 1.7: createAuditLog now runs metadata through maskSensitiveFields
(was only applied to old/new value diffs). Portal-auth, crm-invite,
hard-delete and email-accounts services were writing raw emails into
this column unbounded.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 17:02:10 +02:00
4b9743a594 audit: 33-agent comprehensive audit + critical fixes
Full team audit run, all reports verbatim in docs/AUDIT-2026-05-12.md
(5900+ lines, 30+ critical findings). Already-fixed this commit:
- permission-overrides PUT: self-target block + RolePermissions allow-list + cross-tenant guard
- /api/auth/resolve-identifier: rate-limit + synthetic miss-email kill enumeration
- admin email-change: rotates account.accountId + revokes sessions
- middleware: token-gated email confirm/cancel routes whitelisted
- NAV_CATALOG: 10 dead-link sweeps to existing /admin/<x> targets

Feature work landing same commit: optional username sign-in
(migration 0054), per-user permission overrides (0055) with three-state
matrix tabbed inside UserForm, user disable button, role + outcome +
stage label normalisation across the platform, admin email-change
with auto-notification template.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:52:35 +02:00
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>
2026-05-12 14:50:58 +02:00
07b5756014 feat(profile): first/last name fields + collapse notification preferences
Two related cleanups for the user profile surface area:

(1) Add canonical first_name + last_name columns to user_profiles.
    Migration 0049 backfills from display_name by splitting on the
    first whitespace run; single-token names land as
    (display_name, NULL) so we never throw away existing data.
    Display name becomes an optional override (nicknames, vanity
    formatting). /api/v1/me PATCH now accepts firstName/lastName,
    and the user-settings form surfaces them as the primary inputs
    with display name as a secondary "How your name appears" field.

(2) Remove the broken Notifications card from user-settings (it called
    PATCH on an endpoint that has GET/PUT only and used a flat shape
    vs the actual array shape). Replace with the working
    NotificationPreferencesForm + ReminderDigestForm under a
    #notifications anchor. /notifications/preferences becomes a
    server-side redirect to /settings#notifications for back-compat;
    the mobile More-sheet + user-menu Bell entry now deep-link to the
    new anchor directly.

Drops the auto-generated drizzle-kit catch-up migration so we're not
sneaking accumulated schema drift into the journal — only the targeted
0049 lands here.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 18:36:31 +02:00
502455ac04 chore(format): apply prettier auto-formatting
Pre-commit hook reformatted these files after the substantive commits.
No semantic changes — markdown table alignment, list indentation, and
emphasis style normalisation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 04:11:54 +02:00
82fd75081a feat(forms): country→timezone autoset, "Other" channel hint, polish
Client form: when nationality is picked and timezone empty, primary
IANA zone for the country is pre-filled (skips when user has chosen
a zone explicitly). When a contact's preferred channel is `'other'`,
the inline `Label` field flips to "Specify" / "e.g. Telegram, Signal"
so the rep records what the channel actually is.

Yacht form: replace the free-text 2-letter flag input with the shared
`CountryCombobox` so flags stay valid ISO codes.

User settings: timezone pre-populates from
`Intl.DateTimeFormat().resolvedOptions().timeZone` on first load
(was empty before); country change auto-fills timezone with the same
helper as the client form. Phone field upgraded to the shared
`<PhoneInput>` (country-flag dropdown + AsYouType formatter) seeded
from the page's country state.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 04:10:47 +02:00
5c8c12ba1f feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Some checks failed
Build & Push Docker Images / lint (push) Successful in 1m32s
Build & Push Docker Images / build-and-push (push) Failing after 32s
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
8df8ded46c Add user settings, audit log, berth CRUD, and missing endpoints
- PATCH /api/v1/me: self-service profile update (name, phone, timezone)
- User settings page with profile editor + notification preferences
- Audit log API with filtering (entity, action, user, date range)
- Audit log page with search, entity type, and action filters
- Berth create/delete: POST /api/v1/berths + DELETE /api/v1/berths/[id]
- Client duplicates endpoint: GET /api/v1/clients/duplicates?name=
- Replace settings and audit stub pages with real implementations

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 19:45:56 -04:00