Commit Graph

7 Commits

Author SHA1 Message Date
6cdb9af6b2 fix(uat-batch-2): external-EOI five-bug bundle (a/b/c/d) + presign filename override
Tackles the linked B4 #5 findings on the external-EOI flow. Item (e)
[Edit metadata affordance per row] is deferred to a later wave so it
can share infra with the broader signing-flow rework.

- (a) lying toast: uploadExternallySignedEoi now returns
  { stageChanged, newStage }. Client toasts conditionally so a
  Reservation+ deal that uploads paper-signing evidence no longer
  claims the stage advanced.
- (b) View downloads instead of previewing: SignedPdfActions takes an
  onView callback; InterestEoiTab lifts a single FilePreviewDialog and
  passes the callback down. Click-View opens the in-app preview rather
  than the presigned URL (which the storage backend served as
  attachment).
- (c) UUID filename on download: getDownloadUrl now passes the
  canonical filename through presignDownloadUrl; S3 backend adds a
  response-content-disposition override (filename + UTF-8 filename*)
  to the presign. Filesystem backend already passed it through.
- (d) Discarded dateEoiSigned: external-eoi service splits document-
  metadata writes (always — dateEoiSigned, eoiStatus='signed') from
  stage advance (gated on past-EOI). Also fires
  evaluateRule('eoi_signed') so berth-rules stay in sync when an EOI
  is filed manually.
- Default title for external-EOI dialog now derives
  "External EOI — <Client> — <berth range> — <date>" via the existing
  formatBerthRange helper; rep can override.

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:01:35 +02:00
ebdd8408bf fix(audit-wave-11): dossier sweep — error-ux + webhook + storage + search + maintainability
Final pass over the unaddressed AUDIT-2026-05-12 dossiers, taking the
tractable Critical/High items from each:

error-ux-auditor (5 items)
- C2: 17 toast.error(err.message) sites swept to toastError(err, …) so
  every user-visible failure carries a copy-paste Reference ID
- C3: apiFetch synthesizes a client-side correlation id when a 5xx
  comes back with a non-JSON body (reverse-proxy HTML pages); message
  becomes "The server is unreachable. Please try again." with code
  UPSTREAM_UNREACHABLE
- C4: checkRateLimit fails OPEN when Redis is unavailable so an outage
  no longer 500s login + portal sign-in; logged at warn so monitoring
  catches it
- H2: StorageTimeoutError (name='TimeoutError') replaces the plain
  Error throw in s3.ts withTimeout — error-classifier hints fire now
- H5: errorResponse() adopted across /api/storage/[token],
  /api/public/website-inquiries, and the Documenso webhook body (drops
  the "Invalid secret" reconnaissance string)

outbound-webhook-auditor (5 items)
- C1: signature is now HMAC(secret, `${ts}.${body}`) with the
  timestamp surfaced as X-Webhook-Timestamp so receivers can reject
  replays outside a freshness window
- C3: dead-letter with reason missing_signing_secret when secret is
  null (defence-in-depth against DB tampering / future migration
  mistakes)
- H2: webhooks queue bumped to maxAttempts=8 with 30 s base
  exponential backoff so a 30 s receiver blip during a deploy no
  longer dead-letters every in-flight event; per-queue
  backoffDelayMs added to QUEUE_CONFIGS
- M1: SSRF denylist gains Oracle Cloud metadata 192.0.0.192
- M2: dispatch-time https:// assertion before fetch, so a bad DB edit
  can't slip plaintext through

storage-pathing-auditor (2 items)
- H1: berth-PDF presigned-upload keys now `${portSlug}/berths/…/…`
  with portSlug threaded into backend.presignUpload — engages the
  filesystem-proxy port-binding `p` token verifier
- H2: presignDownloadUrl auto-derives portSlug from the key's first
  segment when callers don't pass it, so all 8 download sites engage
  the `p`-token guard without per-site plumbing

search-auditor (1 item)
- H3: removed dead void wantEmail; void wantPhone; pair plus the
  unused looksLikeEmail helper — the bucket-reorder it was scaffolded
  for was never wired

maintainability-auditor (1 item)
- M2: swept seven abandoned `void <symbol>` markers and their dead
  imports across clients/bulk, interests/bulk, admin/email-templates,
  admin/website-submissions, alert-rules, and notes.service

Deferred to future work (substantial refactors, schema migrations, or
multi-file UI work):
- error-ux M3-M8 (global-error.tsx, per-route loading.tsx coverage,
  ErrorBanner component, /api/ready route, worker DLQ admin surface)
- maintainability C1-C4 (documents/search/notes service splits,
  interest-tabs split — multi-hour refactors)
- currency C1-H5 (mixed-currency dashboard aggregation, FX history
  table, rounding policy) — wait for second non-USD port
- outbound-webhook C2 (deliveries reaper job), H1 (DNS-rebind TOCTOU
  with undici Agent), H3 (circuit-breaker), H5 (presigned-post-policy)
- storage-pathing C2 (orphan reaper), H3-H5 (streaming + content-type
  binding)

Tests: 1315/1315 vitest  ; tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 13:27:32 +02:00
c8ea9ec0a0 fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:

- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/

The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.

Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.

Test suite stays at 1315/1315 vitest. typescript clean.

Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
d3960af340 feat: warm-up deps — ts-reset, web-vitals, RHF devtool, query-broadcast
Four low-risk adds before the Zod 4 / drizzle-zod headliner:

- @total-typescript/ts-reset: tightens TS stdlib types globally (JSON.parse
  → unknown, fetch().json() → unknown, .filter(Boolean) narrows, Set
  literals respect typed Set targets). Caught 179 latent type errors;
  fixed all production sites (8 files) and added `any` cast escape hatch
  in test files (ESLint exemption scoped to tests/).
- web-vitals + /api/v1/internal/vitals endpoint + WebVitalsReporter
  client component: establishes Core Web Vitals baseline (LCP/INP/CLS/
  FCP/TTFB) via navigator.sendBeacon. Required before optimisation work.
- @hookform/devtools + FormDevtool wrapper: dev-only RHF state inspector,
  lazy-loaded via next/dynamic so the chunk is excluded from prod
  bundles entirely.
- @tanstack/query-broadcast-client-experimental: cross-tab cache sync
  via BroadcastChannel — wired in query-provider.tsx, 1-liner.

Audit doc updated with sections 35 + 36 (PDF stack overhaul + comprehensive
second-pass package sweep) covering ~20 package adoption candidates and
4-5 deprecation candidates.

Verified: tsc clean, vitest 1293/1293 pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:16:18 +02:00
04a594963f feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
  in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
  pipeline stage of any active linked interest (server-aggregated, ranks by
  PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
  combobox: search, recent-first sort, stage-coloured pills

Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
  links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
  STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
  "10% Deposit → Contract Sent"

EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
  yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
  framed by short copy explaining what's inline vs what needs the canonical
  page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
  PATCH without an extra round-trip

Company form
- New "Connections" section lets the rep attach members (clients) and yachts
  during create. Yacht attach uses the existing transfer endpoint so audit
  log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
  stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
  client owns yachts not yet linked) and an optional "Create interest" step
  pre-filled with the first attached client

Admin
- /admin landing gains a searchable index — typed query flattens groups into
  a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
  with the user-facing language rename from round 1)

Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
  the rep's literal entry (ft OR m) is preserved verbatim instead of being
  reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
  ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
  derived from the ft canonical to keep the recommender SQL unchanged

Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
  to include the new id + unit fields on the EoiContext / Berth shapes

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +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
Matt Ciaccio
8c02f88cbd feat(interests): upload externally-signed EOI (paper / non-Documenso)
Sales reps need to file EOIs that were signed outside Documenso —
on paper, in person at a boat show, or via an alternate e-sign vendor.
Until now the EOI flow assumed Documenso was the only path.

- external-eoi.service.uploadExternallySignedEoi creates BOTH the
  document row AND the signed-file record in one shot. Document is
  marked isManualUpload=true with status=completed and signedFileId
  set. Distinct from the existing uploadSignedManually which augments
  a document row that came from the Documenso pathway.
- POST /api/v1/interests/[id]/external-eoi accepts multipart with the
  PDF + optional title + signedAt date + comma-separated signer names
  + free-text notes. Gated on documents.upload_signed permission.
- Interest stage auto-advances to eoi_signed (only when the interest
  is currently at or before eoi_sent — past that, just file the doc).
- The signing date, signer names, and any notes are captured into
  document_events.eventData + the audit_log metadata so the audit
  trail records who said the document was signed and when.
- ExternalEoiUploadDialog renders a small modal: file picker, title
  override, signed-date (defaults to today), comma-separated signer
  names, notes. Wired into interest-detail-header behind an Upload
  icon button (gated on documents.upload_signed).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 18:33:15 +02:00