Commit Graph

6 Commits

Author SHA1 Message Date
Matt Ciaccio
0ed401d083 refactor(clients): drop deprecated yacht/company/proxy columns
PR 13: now that all reads are migrated to the dedicated yacht / company
/ membership entities, drop the columns that mirrored them on `clients`:
companyName, isProxy, proxyType, actualOwnerName, relationshipNotes,
yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M},
berthSizeDesired.

Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE
DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to
apply.

Caller cleanup (zero behavioral change to remaining flows):

- Drops the legacy `generateEoi` flow entirely (route, service function,
  pdfme template, validator schema). The dual-path generate-and-sign
  service from PR 11 has fully replaced it; the route was no longer
  wired to the UI.
- `clients.service`: company-name search column / WHERE / audit value
  removed; search now ranks by full name only.
- `interests.service`: `resolveLeadCategory` reads dimensions from
  `yachts` via `interest.yachtId` instead of the dropped
  `client.yachtLength{Ft,M}`.
- `record-export`: client-summary now lists yachts via owner-side
  lookup (direct + active company memberships); interest-summary fetches
  yacht via `interest.yachtId`. Both PDF templates updated to read
  yacht details from the new entity.
- `client-detail-header`, `client-picker`, `command-search`,
  `search-result-item`, `use-search` hook, `types/domain.ts`,
  `search.service` — drop the companyName badge / sub-label / typed
  field everywhere it was rendered or fetched.
- `ai.ts` worker: drop the company / yacht context lines from the
  prompt (will be re-added later sourced from the new entities).
- `validators/interests.ts`: remove the deprecated public-form flat
  yacht/company fields. The route already ignores them.
- `factories.ts`: drop the `isProxy: false` default.

Tests: 652/652 green; type-check clean. The
`security-sensitive-data` tests use `companyName` / `isProxy` as
arbitrary record keys for a generic util — left unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
Matt Ciaccio
7abbdd4913 feat(factories): add makeMembership, makeReservation, makeOwnershipTransfer 2026-04-24 13:19:54 +02:00
Matt Ciaccio
f743169354 feat(permissions): add yacht, company, membership, reservation keys 2026-04-24 12:30:06 +02:00
Matt Ciaccio
7c408cf975 feat(yachts): list + owner-scoped list + autocomplete
Adds `listYachts`, `listYachtsForOwner`, and `autocomplete` to the
yacht service so UIs can page/filter yachts per port, look up all
yachts tied to a given client/company, and power search-as-you-type.

`listYachts` delegates to the shared port-scoped `buildListQuery`,
supporting search over name/hullNumber/registration plus ownerType,
ownerId and status filters; `autocomplete` caps at 10 results and is
tenant-scoped; `listYachtsForOwner` returns all yachts whose current
owner matches, newest first. Extends `makeYacht` factory to accept
flat `name`, `status`, `hullNumber`, `registration` overrides.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 00:03:36 +02:00
Matt Ciaccio
7a6e95c87a test(schema): verify partial unique indexes and case-insensitive company uniqueness
Adds integration test covering:
- idx_yoh_active: only one active ownership row per yacht
- idx_br_active: only one active reservation per berth (non-active rows
  are ignored by the partial index)
- Case-insensitive company name uniqueness within a port, with same-name
  companies allowed across different ports

Extends tests/helpers/factories.ts with async DB-inserting factories for
ports, clients, berths, yachts (+ ownership history row) and companies.
The new factories use the app's `db` handle so FK and partial unique
indexes are enforced by Postgres. The in-memory data helpers used by
unit tests (makeAuditMeta, makeCreateClientInput, permission helpers)
are preserved.
2026-04-23 18:06:37 +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