670ca16a05d835b50412706ce0414f7640fa962c
16 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| e91055f784 |
feat(documents): foundation for nested interest subfolders (phase 1/3)
Sets up the schema + service primitives the rest of the nested-
document-subfolders feature will build on (master UAT line 728+).
This commit is INFRASTRUCTURE ONLY — the upload-zone scope radio,
lifecycle hooks for outcome rename, aggregated-projection list
query, and backfill script are deferred to follow-up commits.
Schema (migration 0078_files_interest_id.sql):
- `files.interest_id` text REFERENCES interests(id) ON DELETE SET
NULL. Mirrors the existing documents.interest_id; lets file
uploads be scoped to a deal while still rolling up to the parent
client folder.
- idx_files_interest + idx_files_port_interest for the aggregated-
projection queries that will surface "This deal" vs "From
client" file lists.
Service:
- EntityType extended to include 'interest'. Interest folders parent
under the owning client's entity folder (not at a system root), so
the tree reads Clients/Acme/Deal A1-A3/ — nested.
- ensureEntityFolder recursively ensures the parent client folder
first when given an interest, guaranteeing the deal folder lands
inside the right client subfolder even when the first artifact on
the deal predates any client-level upload.
- resolveEntityDisplayName for interest: "Deal — <mooringNumber>"
(when a primary berth is linked) or "Deal <YYYY-MM-DD>" as the
stable fallback. Dynamic-import on getPrimaryBerth dodges the
circular dep between document-folders.service and
interest-berths.service.
Aggregated projection (files.ts):
- listFilesAggregatedByEntity SELECT now includes the new
interest_id column so AggregatedFileRow's structural type matches.
Downstream consumers gain access to the deal scope; the actual
"From this deal" subheading in InterestDocumentsTab is wired in
the follow-up.
Remaining work (tracked in master UAT line 728+, parked for next
session):
- UploadZone `scopeOptions` radio (single-option pickers hide the
radio entirely for client/yacht/company surfaces).
- Lifecycle hooks for interest outcome → folder rename ("Deal
A1-A3 (Won)") via soft-rescue per CLAUDE.md.
- listFilesAggregatedByEntity rewrite to surface "This deal" vs
"From client" subheadings on InterestDocumentsTab.
- Documents Hub tree rendering for nested interest folders.
- backfill script: existing files with entity_type='interest' +
entity_id but missing interest_id column → populate.
Verified: tsc clean, vitest 1448/1448 after dev-DB migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| b3f87563c6 |
feat(audit-cleanup): finish all 15 outstanding items from verified backlog
Audit cleanup completion plan, all tiers shipped: Tier 1 (security + data integrity) - A.7 RTBF true wipe: redact email_messages body/subject/addresses for threads owned by deleted client; redact document_sends.recipient_email; collect file storage keys + delete blobs post-commit. - A.8 user_permission_overrides FK: documented inline why cascade is correct (not set-null as audit suggested) — overrides have no value without their user. - W2.14 PII redaction: camelCase normalization in audit.ts + error-events.service.ts isSensitiveKey; added city/postal/country/ birth fragments. firstName/lastName/dateOfBirth/postalCode etc. now caught in BOTH masker paths. 12 new test cases lock the coverage. Tier 2 (Documenso completion + refactor) - C.2: documentEvents.recipient_email column + partial unique index for per-recipient webhook dedup (migration 0075). handleDocumentSigned now sets recipient_email on insert. - Phase 2: completion_cc_emails distribution. handleDocumentCompleted reads documents.completionCcEmails, filters out signer-duplicates case-insensitively, fans signed PDF out to non-signer recipients. - C.4: extracted createPublicInterest() service from the 346-line api/public/interests route. Route becomes a thin shell (rate-limit, port resolution, audit log, email fan-out). The trio creation logic is now unit-testable without an HTTP fixture. - Phase 4: POST /api/v1/document-templates/[id]/detect-fields wired to document-field-detector.detectFields(). Sparkles "Auto-detect" button added to template-editor.tsx — maps DetectedField → marker with best-guess merge token (DATE / NAME / EMAIL); user retags. Tier 3 (reporting + recommender snapshot lockfiles) - W7.reports: extracted rollupStageRevenue / rollupStageCounts / computeTotalForecast / computeOccupancyRate / rollupBerthStatusCounts into src/lib/services/report-math.ts (pure functions). 16 new tests including an inline-snapshot lockfile on a representative 7-stage forecast. report-generators.ts now delegates. - W7.recommender: 18 new toMatchSnapshot tripwires on classifyTier boundaries + computeHeat at canonical input points. Tier 4 (rolling) - W6.attach: fixed outdated CLAUDE.md claim — threshold banner is informational and never depended on IMAP; bounce monitoring (the IMAP poller) is separate. - D.1 + D.2: documented deferral inline with full why-not-build-it reasoning so a future engineer sees the rationale. - G.1: representative formatDate sweep (audit-log-list, user-list, document-templates merge tokens, document-signing email). Rest of the ~100 sites stay rolling. Quality gates: 1420/1420 vitest (46 new tests above baseline of 1374), tsc clean, 0 lint errors. Plan: docs/superpowers/plans/2026-05-18-audit-cleanup-completion.md Migration: 0075_c2_document_events_recipient_email.sql (applied to dev DB). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 9f5786890e |
feat(post-audit): Phase 3/6/7 schema foundations + bounce parser
Phase 3 — EOI override foundation (migration 0073): - client_contacts/addresses/yachts get source + source_document_id with FK SET NULL on doc deletion. CHECK constraints enforce the allow-list of source values (manual/imported/eoi-custom-input or manual/imported/eoi-generated for yachts). - documents.override_client_* + override_yacht_* columns mirror the AcroForm field set per docs/eoi-documenso-field-mapping.md. When NULL the canonical record value flows; when set, this document uses the override without touching the underlying record. - Drizzle schema mirrors all new columns; numeric import added to documents schema for the yacht-dimensions override columns. Phase 6 — IMAP bounce foundation (migration 0074): - document_sends.bounce_status / bounce_reason / bounce_detected_at with bounce_status CHECK constraint (hard/soft/ooo). - Partial index for the "show bounced sends" UI filter. - New src/lib/email/bounce-parser.ts library — handles RFC 3464 DSN + Outlook NDR shapes + OOO auto-replies. Returns null recipient + 'unknown' class when shape isn't recognizable. Cron worker deferred to Phase 6b. Phase 7 — PDF editor field-map types: - New src/lib/templates/field-map.ts defines FieldMap shape with percent-coord positioning so placements survive page-size changes. - Zod schemas for API boundary validation. - validateFieldMapAgainstPageCount helper for the "new PDF upload" warning. - No schema migration needed — existing document_templates. overlay_positions JSONB column accepts the new shape; the editor migrates legacy absolute-coord entries on first save. Tests: 1374/1374 passing. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 4b5f85cb7d |
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| adebd5f91d |
feat(documenso-phase-6): activity badges + per-document invitation message
Two of the six Phase 6 polish items shipped in one commit because they
share the data + plumbing path (per-doc message uses the signing-
progress UI's existing layout).
1) Signing-progress activity badges
- Surfaces `invitedAt`, `openedAt`, `lastReminderSentAt` (all
populated by Phase 1+2 webhook handlers) per signer in the
existing progress widget. Each badge renders as
"Invited 2 hours ago / Opened yesterday / Reminded 3 days ago"
via Intl.RelativeTimeFormat.
- Resend button: was silent on success/failure; now uses
useMutation + toast so the rep sees whether the reminder fired
or fell into a cadence cooldown. Honours the existing
sendReminderIfAllowed return shape (`{sent, reason}`).
- Title-tooltips on each badge show the exact ISO timestamp.
2) Per-document custom invitation message
- New `documents.invitation_message` column (migration 0060;
applied via psql per the dev-flow note in CLAUDE.md).
- Textarea in UploadForSigningDialog step 2 (recipient configurator),
1000-char cap, placeholder text shows the expected tone.
- custom-document-upload.service accepts `invitationMessage`,
trims + stores on the documents row.
- sendCascadingInviteForNextSigner now reads
doc.invitationMessage and passes as customMessage so every
cascaded recipient (developer / approver / witness) sees the
same note — not just the first signer.
- send-invitation route (manual resend path) reads the same
column → customMessage so manual reminders match.
- The email template's existing customMessage rendering does
the XSS escape; no other plumbing needed.
Phase 6 items still deferred (each ~2-3h, mostly independent):
- Auto-send delay (`eoi_send_delay_minutes` setting + scheduled
BullMQ job — needs a scheduler hook).
- Document expiration (`documents.expires_at` + Documenso
`expiresAt` passthrough — needs Documenso v2 endpoint shape
verification).
- Failed-webhook recovery admin UI (the BullMQ DLQ exists; needs
an admin page with Replay button).
Tests: 1340 → 1350 ✅; tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 7370b2cd7d |
fix(audit-wave-11): file-lifecycle hardening — avatar leak + files FK
**file-lifecycle-auditor C1 — avatar replace leaks rows + blobs** `POST /api/v1/me/avatar` overwrote `userProfiles.avatarFileId` without reading or deleting the previous file id. Every "Replace photo" leaked one `files` row + one S3 blob, untethered (no client/yacht/company FK) and invisible to every existing UI sweep. Now captures the prior id BEFORE the UPDATE, then best-effort `deleteFile()` on the old row (handles ref-check + blob delete + audit) after the new id is committed. Failure is logged at warn — a stale blob shouldn't block the user from setting a new avatar. **file-lifecycle-auditor M1 — files.client_id missing ON DELETE** `files.client_id` was the only entity FK on the polymorphic `files` table that defaulted to `NO ACTION` (yacht_id + company_id were `SET NULL` per migration 0042). Any future bulk-client-delete that bypassed `hardDeleteClient`'s explicit FK-nullify pre-step would FK-violate. Migration `0059_files_client_id_onDelete_setnull.sql` brings it to parity; the explicit nullify in client-hard-delete is kept as defense in depth. Tests 1315/1315. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 1b00c8a7a2 |
feat(db): tighten chk_system_folder_shape, add recommender FK + composite indexes
- Fix A5: chk_system_folder_shape NULL escape - Fix Audit 17 G-I4: berthRecommendations.interestId FK with cascade - Add (port_id, client_id) / (port_id, company_id) / (port_id, yacht_id) composite indexes on files + documents for aggregated-projection performance Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 48f6fb94a7 |
feat(documents): schema for hub split + entity-folder lifecycle
Adds system_managed / entity_type / entity_id / archived_at to document_folders for the three system roots (Clients/Companies/ Yachts) + per-entity auto-subfolders. Adds files.folder_id so a file's home is a first-class field (not derived from storagePath prefix). Partial unique index uniq_document_folders_entity dedupes entity subfolders per port; chk_system_folder_shape pins the shape of system rows. Migration is idempotent and ships without backfill — the backfill script runs as a separate deploy step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 4a50bab389 |
fix(documents): wire folder Drizzle .references() + relations
Code-review followups on
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| 5bed62dc72 |
feat(documents): document_folders schema + folder_id on documents
Adds a per-port folder tree (self-FK on parent_id, unlimited depth) plus a nullable folder_id on documents (null = root). Sibling-name uniqueness enforced via a unique index on (port_id, COALESCE(parent_id, '__root__'), LOWER(name)) so two folders can't share a name inside the same parent. ON DELETE SET NULL on documents.folder_id and ON DELETE NO ACTION on the parent self-FK so a botched delete never silently destroys data — the service layer implements soft-rescue (bubble children up to parent) instead. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 5c8c12ba1f |
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
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>
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Matt Ciaccio
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6a609ecf94 |
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints
Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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|
Matt Ciaccio
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687a1f1c2f |
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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0eff6050ae |
feat(documents): Phase A schema + service skeletons
Adds Phase A data model deltas to documents/templates and the new document_watchers table. Introduces createFromWizard/createFromUpload stubs, getDocumentDetail aggregator, cancelDocument flow, signed-doc email composer, reservation agreement context, and notifyDocumentEvent fan-out. Validator update accepts new template formats with html-only bodyHtml requirement. EOI cadence backfilled to 1 day to preserve current effective behaviour. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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14dac2f3e1 | feat(documents): add yachtId/companyId to files and documents | ||
| 67d7e6e3d5 |
Initial commit: Port Nimara CRM (Layers 0-4)
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> |
