Commit Graph

2 Commits

Author SHA1 Message Date
660553c074 feat(admin+search): user-mgmt polish, role labels, search keyword index
Admin search now matches against per-card keyword lists so typing
"client portal", "smtp", "tier ladder" lands on the System Settings card
(which hosts those flags). The same keyword list extends the topbar
global search (NAV_CATALOG) so any setting key resolves from the cmd-K
input — settings results sort to the bottom of the dropdown beneath
entity hits.

User management:
- Third action button (Power/PowerOff) enables/disables sign-in from the
  desktop list; mobile card dropdown gains the same item. Backed by the
  existing userProfiles.isActive flag — withAuth already refuses
  disabled sessions with 403.
- UserForm collects first + last name (canonical) alongside displayName,
  with admin email-change behind a confirmation modal. On confirm we
  send the OLD address an automated "your admin changed your sign-in
  email" notice (new template at admin-email-change.ts) and rewrite
  the Better Auth user row.
- Phone field swaps the bare tel input for the shared PhoneInput
  (country combobox + AsYouType formatting + E.164 storage).
- "Manage permissions" link points to /admin/roles?focusUser=… as
  a stepping stone for the future fine-tuned-permissions UI.

Role names normalize through a new ROLE_LABELS + formatRole() helper
in constants.ts. Replaces the ad-hoc humanizeRole in sidebar and the
prettifyRoleName in role-list; user-list and user-card now render
"Sales Agent" instead of "sales_agent". Custom roles pass through
unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:14:12 +02:00
267c2b6d1f feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.

New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.

Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.

ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.

Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00