Commit Graph

3 Commits

Author SHA1 Message Date
94c24a123a feat(uat-batch): Groups F + G + H — DocsHub/signing + admin consolidation + email
F27–F29, G30, G31, H32, H33 from the 2026-05-21 plan.

Shipped now:
  F28  Past-milestones expandable history. The Past strip on the
       Interest overview becomes an <Accordion> — each row collapses
       to the same one-line summary as before, expands to render the
       full <MilestoneSection> (steps list, sub-status, inline doc
       actions). Reuses the existing MilestoneSection so no new
       per-milestone rendering needs to be maintained.
  F29  Watchers configurable at document creation time. The unified
       create-document wizard gets a Watchers section with a
       multi-select checkbox list backed by /api/v1/admin/users/picker.
       Selected user ids are sent in the `watchers` array on the POST
       (replacing the prior hardcoded `[]`). UI matches the
       post-creation WatchersCard so reps see the same identity rows
       regardless of entry point.
  G30  /admin/invitations merged into /admin/users. The Users page
       now wraps the existing UserList + InvitationsManager in a
       Tabs control (Active users / Invitations). The standalone
       /admin/invitations route returns a redirect to the merged page
       for bookmark back-compat. Removed nav catalog entry +
       admin-sections-browser tile; extended the Users catalog
       keywords with "invitations / pending invites / onboarding"
       so command-K search still lands on the right surface.
  G31  /admin/ai picks up the berth-PDF-parser section + a "planned
       AI surfaces" placeholder. Berth PDF parser remains
       env-configured today; the page now documents it so admins
       don't hunt for the controls. Closes the "where do I configure
       AI?" loop.
  H32  Email settings explainer panel above the SMTP cards. Spells
       out why noreply + sales have separate credentials and which
       workflows ship from each mailbox. Existing field titles
       gained the "(noreply)" suffix so the model maps cleanly.
  H33  Supplemental-info-request email rebuilt to use the shared
       branded shell (logo + blurred overhead background + max-
       width 600 table layout) instead of the prior plain-HTML
       page. Per-port branding (logo / primary color / background /
       header / footer) flows from getPortBrandingConfig. CTA
       button picks up the port's primary color.

Already shipped (verified pre-shipped):
  F27  DocumentsHub root view already hides the breadcrumb via
       `selectedFolderId !== undefined` conditional.

Verified: tsc clean, vitest 1454/1454.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:40:48 +02:00
f60159e91a Implement admin users and roles management
- Add user CRUD: list, create (via Better Auth), update role/status, remove from port
- Add role CRUD: create, update permissions, delete with system role protection
- Full permissions matrix UI with accordion groups and per-action checkboxes
- Validators, services, API routes, and UI components following existing patterns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 15:47:11 -04:00
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