Finishes B4 #8 by completing the UI half of the per-interest filing
model. Backend foundations (files.interest_id column, ensureEntityFolder
for 'interest', upload-zone scope radio, outcome rename hook, backfill)
shipped earlier in this audit cycle.
- listFiles validator + service: optional interestId filter
- listFilesAggregatedByEntity: routes entityType='interest' to a new
helper that returns "THIS DEAL" + "FROM CLIENT" + symmetric-reach
company/yacht groups
- InterestDocumentsTab: Attachments section now renders two cohorts
via two paginated queries, with client-side de-duplication so files
filed under this deal don't double-count under "From client"
- FileRow type exposes the optional interestId so the de-dupe filter
doesn't need a re-fetch
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
The hub UI sends folderId='' when the user picks "root-only" in the
folder sidebar. The Zod validator was accepting it as a string and
the service then ran eq(folderId, '') instead of isNull(folderId),
returning zero results.
Adding a .transform on folderId converts empty string to null at the
boundary so the service receives the expected nullable shape. Pre-
existing bug from Wave 11.B that the hub rebuild made more visible.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three follow-ups from Task 9 code review:
1. Cross-port isolation test now explicitly asserts the other-port
file's id is absent from the aggregated result (previously only
checked .length > 0, which would pass even with leakage).
2. Refine errors now carry path fields so frontend field-level error
display can target the right form input (matches createDocumentSchema
pattern in the same validators module).
3. Add a service-composition test for the signing-details route's
workflow+signers+events shape — closes the coverage gap for the
thin Promise.all combinator.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
GET /api/v1/files?entityType=client&entityId=… and the same params on
the documents route return the owner-aggregated projection
{ groups: [{ label, source, files|workflows, total }] }. folderId
remains for direct-folder listing; the two modes are mutually
exclusive (zod refine).
GET /api/v1/documents/[id]/signing-details returns
{ workflow, signers, events } for the "view signing details" dialog
on signed-PDF rows.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
listFilesAggregatedByEntity walks the relationship graph (symmetric
reach: clients <-> companies via memberships, <-> yachts via current
ownership) and groups results by source: DIRECTLY ATTACHED + FROM
COMPANY/YACHT/CLIENT. File-FK snapshot is the source of truth so
historical files survive yacht-ownership transfer. Each group caps at
20 rows + a total for "Show all (N)" drill-through. Defense-in-depth
port_id filter at every join.
listInflightWorkflowsAggregatedByEntity reuses the same graph walk
for in-flight signing workflows (draft/sent/partially_signed only).
Completed workflows are hidden — they surface via their signed-PDF
file row instead.
applyEntityFkFromFolder auto-sets the matching entity FK on the file
row when the upload target is a system-managed entity subfolder (E8).
Wired into uploadFile; validator extended with folderId field.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.
Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
buggy issuer in some future code path that mixes port scopes — every
storage key generated by generateStorageKey() already prefixes the
slug. document-sends opts in for 24h emailed download links; other
callers continue working unchanged via the optional field.
DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
(storage_backend, NULL) rows that had accumulated from race-prone
delete-then-insert patterns in ocr-config / settings / residential-
stages / ai-budget services. All four services converted to true
onConflictDoUpdate upserts so the race window is closed.
API uniformity:
- Response shape standardization: 16 routes converted from
`{ success: true }` to 204 No Content. CLAUDE.md documents the
convention (`{ data: <T> }` for content, 204 for empty mutations,
portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
(custom-fields, expenses/export ×3, currency convert,
search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
versions, parse-results}). Uniform 400 error shapes for
ZodError-flagged bodies.
Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
`{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
per-port custom_field_definitions for client/interest/berth contexts
and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
tokens now expand (search index + entity-diff remain documented
design limitations).
/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
visible Documents tab in company-tabs.tsx (was a hidden stub).
Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
worker handlers). Both are placeholders for future feature surfaces,
not bugs — per-port digest works for every customer; nothing
currently enqueues import jobs (verified). Annotated in BACKLOG.
BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).
Tests: 1185/1185 vitest, tsc clean.
Two regressions from yesterday's audit-tier-0 work that broke the dev
server and every clients API call.
- baseListQuerySchema lived in route-helpers.ts, which was made
server-only by the rate-limit import. Every validator imported it,
pulling ioredis (and dns/net/tls/fs/node:async_hooks) into the client
bundle — every form/detail page returned 500 in dev. Extracted the
schema to src/lib/api/list-query.ts and updated all 14 validators.
- clients.service.listClients and email-compose used raw SQL
ANY(\${jsArray}) which Drizzle binds as JSON — Postgres rejects with
42809 "op ANY/ALL (array) requires array on right side". Switched to
the inArray helper.
GET /api/v1/clients now returns 200 again. Affects every form/detail
page that imports a validator.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
