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4 Commits

Author SHA1 Message Date
8dc16dcd2e fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
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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.
2026-05-08 02:20:27 +02:00
60365dc3de fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish
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Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).

DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
  partial WHERE archived_at IS NULL — clients, interests, yachts, and
  both residential tables. Smaller, faster planner choice for the
  dominant list-query shape.

Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
  before landing on the audit row (the surrounding clientId check was
  already port-scoped; interestId pollution was the gap).

Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
  gates on the matching resource permission (clients/interests/berths/
  yachts/companies). Fixes the cross-resource gap where a user with
  clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
  already gated; remove was not).

Service polish:
- berth-recommender accepts string-shaped JSONB booleans
  ('true'/'false') so admin UIs that wrap values as strings don't
  silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
  captured baseY rather than reading mutating doc.y after rect+stroke.
  Headers no longer drift on the first receipt page after a soft page
  break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
  them so partial silent drops are observable (was invisible because
  the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
  invariant + the explicit invalidation hook.

UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
  InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
  - client-yachts-tab passes { type: 'client', id: clientId }
  - interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
  the selected client is a member (fetches client.companies and feeds
  YachtPicker an array filter). Plus an inline "Add new" button that
  opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
  semantics.

BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).

Tests: 1185/1185 vitest, tsc clean.
2026-05-07 21:45:42 +02:00
Matt Ciaccio
4eea19a85b sec: lock down 5 cross-tenant FK gaps from fifth-pass review
1. HIGH — reminders.create/updateReminder accepted clientId/interestId/
   berthId from the body and persisted them with no port check; getReminder
   then hydrated the row via Drizzle relations (no port filter on the
   join), so a port-A user with reminders:create could exfiltrate any
   port-B client/interest/berth row by guessing its UUID. New
   assertReminderFksInPort gates create + update.

2. HIGH — listRecommendations(interestId, _portId) discarded portId
   entirely; the route GET /api/v1/interests/[id]/recommendations
   forwarded the URL id straight through. A port-A user with
   interests:view could read any other tenant's recommended berths
   (mooring numbers, dimensions, status). Service now verifies the
   interest belongs to portId and joins berths filtered by port.

3. HIGH — Berth waiting list. The PATCH route did not pre-check that
   the berth belonged to ctx.portId — a port-A user with
   manage_waiting_list could reorder a port-B berth's queue. Separately,
   updateWaitingList accepted arbitrary entries[].clientId and inserted
   them without verifying tenancy, polluting the table with foreign-port
   FKs. Both gaps closed.

4. MEDIUM — setEntityTags (clients/companies/yachts/interests/berths)
   accepted any tagId and inserted into the join table. The tags table
   is per-port but the join only carries a single-column FK. The
   downstream getById join `tags ON join.tag_id = tags.id` has no port
   filter, so a foreign tag's name + color render in the requesting port.
   Helper now batch-validates tagIds belong to portId before insert.

5. MEDIUM — /api/v1/custom-fields/[entityId] PUT had no withPermission
   gate (any role, including viewer, could write) and didn't validate
   that the URL entityId pointed at a port-scoped entity of the field
   definition's entityType. Route now uses
   withPermission('clients','view'/'edit',…); service validates the
   entityId per resolved entityType (client/interest/berth/yacht/company)
   against portId.

Test mocks updated to cover the new entity-port-scope check.
818 vitest tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 03:28:31 +02:00
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
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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>
2026-03-26 11:52:51 +01:00