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6 Commits

Author SHA1 Message Date
5c8c12ba1f feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
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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>
2026-05-07 21:02:12 +02:00
Matt Ciaccio
1fb3aa3aeb fix(regressions): client-bundle ioredis + Drizzle ANY() array bindings
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>
2026-05-06 14:56:59 +02:00
Matt Ciaccio
27cdbcc695 chore(i18n): drop legacy free-text country/nationality columns
Test-data only — no production migration needed (per earlier decision).
Schema is now ISO-only; readers convert ISO codes to localized names where
human-readable output is required (EOI documents, invoices, portal).

Migration 0016 drops:
  - clients.nationality
  - companies.incorporation_country
  - client_addresses.{state_province, country}
  - company_addresses.{state_province, country}

Code paths that previously read free-text values now read the ISO column
and pass through `getCountryName()` / `getSubdivisionName()` for rendering.
Document templates ({{client.nationality}}), portal client view, EOI/
reservation-agreement contexts, and invoice billing addresses all updated.

Public yacht-interest endpoint (/api/public/interests) drops the legacy
fields from its insert path and writes ISO codes only. The Zod validators
no longer accept the legacy fields — older website builds posting raw
'incorporationCountry' / 'country' / 'stateProvince' will get 400s.
Server-side phone normalization is unchanged.

Seed data updated to use ISO codes (GB/FR/ES/GR/SE/IT/GH/MC/PA), spread
across continents to keep test fixtures realistic.

Test assertions updated to match the new render shape (e.g.
'United States' not 'US', 'California' not 'CA').

Vitest: 741 -> 741 (unchanged count; assertions updated, no new tests).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:00:57 +02:00
Matt Ciaccio
16d98d630e feat(i18n): country/phone/timezone/subdivision primitives + form wiring
Cross-cutting i18n polish for forms across the marina + residential + company
domains. Introduces a single source of truth for country/phone/timezone/
subdivision data and replaces every nationality-as-free-text and timezone-
as-string Input with a dedicated combobox.

PR1  Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames
     for localized labels, detectDefaultCountry() with navigator-region
     fallback to US, CountryCombobox with regional-indicator flag glyphs +
     compact mode for inline use.
PR2  Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType /
     callingCodeFor), PhoneInput with flag dropdown + national-format
     AsYouType + paste-detect that flips the country dropdown for pasted
     international strings.
PR3  Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/
     ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"),
     TimezoneCombobox with Suggested/All grouping driven by countryHint.
PR4  Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2
     codes for every country), per-country cache, SubdivisionCombobox with
     "Pick a country first" / "No regions available" empty states.
PR5  Schema deltas (migration 0015) — clients.nationality_iso, clientContacts
     {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso},
     residentialClients {phone_e164, phone_country, nationality_iso, timezone,
     place_of_residence_country_iso, subdivision_iso}, companies {incorporation_
     country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso,
     subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used
     by every entity validator + route handler.
PR6  ClientForm + ClientDetail — CountryCombobox replaces nationality Input,
     TimezoneCombobox replaces timezone Input (driven by nationalityIso hint),
     PhoneInput conditionally rendered for phone/whatsapp contacts. Inline
     editors (InlineCountryField / InlineTimezoneField / InlinePhoneField)
     for the detail-page overview rows + ContactsEditor.
PR7  Residential client form + detail — phone -> PhoneInput, nationality/
     timezone/place-of-residence-country/subdivision rows in both create
     sheet and inline-editable detail view. Subdivision wipes when country
     flips since codes are country-scoped.
PR8  Company form + detail — incorporation country -> CountryCombobox,
     incorporation region -> SubdivisionCombobox in both modes.
PR9  Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry
     and i18n fields from newer website builds, server-side parsePhone()
     fallback for legacy raw-international submissions. Old Nuxt builds
     keep working unchanged.

Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for
the public phone-normalization path (3 tests), 1 smoke spec asserting the
combobox triggers render in all three create sheets.

Test totals: vitest 713 -> 741 (+28).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
Matt Ciaccio
367fc9800e refactor(clients): strip yacht/company/proxy fields from validator
Remove deprecated companyName, isProxy, proxyType, actualOwnerName, yacht
dimensions, and berthSizeDesired fields from createClientSchema and the
isProxy filter from listClientsSchema. First step of PR 8; cascading TS
errors in clients.service.ts and client-form.tsx are addressed in 8.2/8.3.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 14:25:10 +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