Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pre-execution baseline for the mobile foundation PR:
- Mobile audit harness (tests/e2e/audit/mobile.spec.ts + mobile-audit Playwright project) — visits every page at four anchor iPhone viewports (375/393/402/440), screenshots full-page to .audit/mobile/, generates index.md
- Design spec (docs/superpowers/specs/2026-04-29-mobile-optimization-design.md) — adaptive shell + responsive content; full active-iPhone-range coverage; foundation + per-page migration phases
- Implementation plan (docs/superpowers/plans/2026-04-29-mobile-foundation.md) — 24 TDD tasks for the foundation PR
- .gitignore: ignore /client-portal/ (legacy nested Nuxt repo) and /.audit/ (regenerable screenshots)
- Remove phantom client-portal gitlink (mode 160000 with no .gitmodules)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The client portal no longer uses passwordless / magic-link sign-in. Each
client now has a `portal_users` row with a scrypt-hashed password,
created by an admin from the client detail page; the admin's invite
mails an activation link that the client uses to set their own password.
Forgot-password is wired through the same token mechanism.
Schema (migration `0009_outgoing_rumiko_fujikawa.sql`):
- `portal_users` — one per client account, separate from the CRM
`users` table (better-auth) so the auth realms stay isolated. Email
is globally unique, password is null until activation.
- `portal_auth_tokens` — single-use activation / reset tokens. Stores
only the SHA-256 hash so a DB compromise never leaks live tokens.
Services:
- `src/lib/portal/passwords.ts` — scrypt hash/verify (no new deps;
uses node:crypto), token mint+hash helpers.
- `src/lib/services/portal-auth.service.ts` — createPortalUser,
resendActivation, activateAccount, signIn (timing-safe),
requestPasswordReset, resetPassword. Auth failures throw the new
UnauthorizedError (401); enumeration-safe behaviour everywhere.
Routes:
- POST /api/portal/auth/sign-in — sets the existing portal JWT cookie.
- POST /api/portal/auth/forgot-password — always 200.
- POST /api/portal/auth/reset-password — token + new password.
- POST /api/portal/auth/activate — token + initial password.
- POST /api/v1/clients/:id/portal-user — admin invite (and `?action=resend`).
- Removed: /api/portal/auth/request, /api/portal/auth/verify (magic link).
UI:
- /portal/login — replaced email-only magic-link form with email +
password + "forgot password" link.
- /portal/forgot-password, /portal/reset-password, /portal/activate — new.
- New shared `PasswordSetForm` component used by activate + reset.
- New `PortalInviteButton` rendered on the client detail header.
Email send:
- `createTransporter` now wires SMTP auth when SMTP_USER+SMTP_PASS are
set (gmail app-password or marina-server creds, configured via env).
- `SMTP_FROM` env var lets the sender address be overridden without
pinning it to `noreply@${SMTP_HOST}`.
Tests:
- Smoke spec 17 (client-portal) updated to the new flow: 7/7 green.
- Smoke specs 02-crud-spine, 05-invoices, 20-critical-path updated to
match the post-refactor client + invoice forms (drop companyName,
use OwnerPicker + billingEmail).
- Vitest 652/652 still green; type-check clean.
Drops the dead `requestMagicLink` from portal.service.ts.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The override file is a local-only port remap for when the default
dev postgres port is already bound by another project. .remember/ is
skill-maintained session-state storage.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Add SKIP_ENV_VALIDATION to bypass Zod env check during next build
- Bundle custom server.ts with esbuild so production uses Socket.io
- Create worker entry point (src/worker.ts) with all BullMQ workers
- Add esbuild build scripts for server and worker bundles
- Fix Dockerfile.worker to include its own build stage
- Fix pre-commit hook to work without global pnpm
- Add CLAUDE.md with project conventions and quick reference
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
