Commit Graph

7 Commits

Author SHA1 Message Date
Matt Ciaccio
7274baf1e1 feat(client-archive): bulk-archive wizard with per-high-stakes confirmation
Replaces the single window.confirm() with a 3-stage wizard:
- preflight: counts auto/needs-reason/blocked (POST /bulk-archive-preflight)
- reasons: carousel through high-stakes clients capturing per-client
  reason (≥5 chars) — bulk endpoint accepts reasonsByClientId map
- confirm: shows the final archivable count and submits

Low-stakes still auto-archives with safe defaults; blocked clients
are skipped with a per-row reason in the preflight summary.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 19:29:17 +02:00
Matt Ciaccio
70105715a7 feat(clients): hard-delete with email-code confirmation (single + bulk)
Permanent client deletion is now reachable from:
- archived single-client detail page (icon button, gated by new
  admin.permanently_delete_clients perm)
- archived clients list bulk action

Both flows are 2-stage: request a 4-digit code (sent to operator's
account email, 10min Redis TTL), then enter both code AND a typed
confirmation (client name single, "DELETE N CLIENTS" bulk). Cascade
strategy preserves audit trails: signed documents, email threads,
files and reminders are detached but retained; addresses, contacts,
notes, portal user, GDPR records, interests and reservations are
deleted via FK cascade or explicit tx delete.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 19:26:42 +02:00
Matt Ciaccio
3f6a8aa3b8 feat(bulk): synchronous bulk action endpoints + UI on interests/clients/yachts
Until now the only bulk action anywhere was Archive on the interests
list — implemented as parallel fan-out with no per-row failure
reporting. The bulk BullMQ worker was a TODO stub with no producers.

- bulk-helpers.runBulk wraps a per-row loop and returns
  {results, summary} for the caller. Page-size capped at 100.
- New endpoints: /api/v1/{interests,clients,yachts,companies}/bulk
  with a Zod discriminated union over the action. Interests support
  change_stage + add_tag + remove_tag + archive; clients/yachts/companies
  support archive + add_tag + remove_tag. Each action is permission-gated
  individually (delete vs edit vs change_stage).
- interest-list, client-list, yacht-list expose the new actions in the
  bulk-action toolbar with dialogs for stage / tag selection. Failure
  summaries surface via window.confirm.
- bulkWorker stub gets a docblock explaining the v1 sync-only choice
  and what the queue is reserved for (CSV imports, port-wide migrations,
  bulk emails to >100 recipients).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:34 +02:00
Matt Ciaccio
6009ccb7de feat(mobile): mobile card view for clients + interests lists
Adds optional cardRender prop to <DataTable> that switches the layout
to a vertical card list below lg: while keeping the same TanStack
table instance powering both views (pagination, sort, selection).

New shared shell:
  - <ListCard>          rounded card with optional left status accent bar,
                        whole-card link to detail page, top-right actions
                        slot, and tactile hover/active states.
  - <ListCardAvatar>    40px brand-tinted circle (initials or domain icon).
  - <ListCardMeta>      inline icon + muted text segment.
  - deriveInitials()    shared helper that ignores numeric tokens (so
                        "Recovery Test 1777" -> "RT", not "R1").

Clients and interests pages now render mobile cards via cardRender
using this shell; desktop view (lg+) is unchanged. Interests cards
encode pipeline stage as a left-edge accent strip whose saturation
deepens with pipeline progression (open -> completed). Berths display
with an Anchor icon; null-berth interests fall back to a Compass +
"General interest" italic label. Hot leads get a discreet "Hot" pill.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 15:27:53 +02:00
Matt Ciaccio
38cd36a616 style(lists): apply gradient PageHeader to client/interest/yacht/company/berth lists
Pulls the polished gradient hero strip into the five primary list
surfaces. PR10b-e (detail polish, dashboard/admin polish, email +
notifications polish, mobile responsive sweep) deferred to a follow-up
release per spec risk register since visual baseline regen needs hands-
on iteration.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:52:17 +02:00
4c20bcffcd Fix all ESLint errors: remove unused imports, replace any types
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- Remove ~60 unused imports and variables across 88 files
- Replace ~80 `any` type annotations with proper types (unknown,
  Record<string, unknown>, or specific types)
- Prefix unused callback args with underscore
- Fix unescaped JSX entities
- Lint now passes cleanly (0 errors, 2 intentional img warnings)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:06:18 +01:00
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