Commit Graph

30 Commits

Author SHA1 Message Date
Matt Ciaccio
9d7decfc5b feat(invoices): polymorphic billing entity with snapshot clientName
Wires the billingEntityType/billingEntityId columns (added in PR 1) through
the invoice validator and service. Clients can now be billed as either a
client or a company; clientName becomes a snapshot derived from the entity
at create time.

- createInvoiceSchema: replace clientName with billingEntity {type,id}
- listInvoicesSchema: add billingEntityType/billingEntityId filters
- createInvoice: resolveBillingEntity helper (tenant-scoped; tx-aware)
  falls back to entity primary email/address when not supplied
- listInvoices: honor new billing-entity filters
- updateInvoice: unchanged — billing entity is fixed after create
- invoice wizard step 1: temporary billing-entity id input (Task 10.2
  replaces this with a proper picker)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 16:02:00 +02:00
Matt Ciaccio
c685c9fada feat(recommendations): read yacht dimensions from yachts table
Switch recommendations engine to read yacht dimensions (lengthFt, widthFt,
draftFt) from the yachts table via interest.yachtId instead of from the
deprecated client fields. Cross-tenant safety is maintained by scoping the
yacht lookup to the same portId. Falls back gracefully to null dimensions
when interest.yachtId is null or yacht is not found.

- Modified: src/lib/services/recommendations.ts — replaced client.yacht*Ft
  fields with yacht table lookups via interest.yachtId
- Created: tests/integration/recommendations-yacht-dims.test.ts — 4 tests
  covering happy path, null-yacht fallback, cross-tenant safety, and
  dimension-based scoring

All 594 tests passing, tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:51:17 +02:00
Matt Ciaccio
71d7daf1ae feat(search): index yachts and companies alongside clients
Extend the global search service to include yacht and company results
using ILIKE matching on name, hull number, registration, legal name,
and tax ID. Results are tenant-scoped and exclude archived rows.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:47:54 +02:00
Matt Ciaccio
1fd05a886d feat(public-interest): atomic client+yacht+company+interest trio
Restructures the public interest endpoint to create the yacht as a
first-class row (owned by the new client, or by a newly upserted
company when a company block is provided) and writes the yacht_id
onto the new interest. All writes now run inside a single
transaction instead of the previous unwrapped sequence.

The public validator gains structured `yacht` (required) and
`company` (optional) sub-objects; legacy flat fields remain in the
schema for backward compatibility but are silently ignored.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:42:45 +02:00
Matt Ciaccio
f9cb8003b5 feat(interests): wire yachtId, enforce ownership + stage-gate
- Add yachtId (optional) to createInterestSchema + listInterestsSchema
  (updateInterestSchema inherits it via partial() automatically).
- Add assertYachtBelongsToClient helper that accepts direct client
  ownership OR company-represented clients with an active membership
  in the owning company.
- createInterest + updateInterest validate yacht ownership whenever
  yachtId is supplied/changed.
- changeInterestStage rejects moving out of stage=open with yachtId
  null (ValidationError).
- listInterests filter supports yachtId.
- Integration tests cover all 7 paths; validator test for yachtId.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:34:44 +02:00
Matt Ciaccio
3b0421aa81 fix(tests): use dynamic imports in portal.test.ts to avoid env validation 2026-04-24 14:48:40 +02:00
Matt Ciaccio
a14dc8143c feat(portal): surface yachts, memberships, reservations for portal users
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 14:43:12 +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
Matt Ciaccio
7abbdd4913 feat(factories): add makeMembership, makeReservation, makeOwnershipTransfer 2026-04-24 13:19:54 +02:00
Matt Ciaccio
94f8b76a03 feat(events): register yacht, company, membership, reservation webhook events 2026-04-24 12:56:47 +02:00
Matt Ciaccio
a78f653f5a feat(api): berth reservations (create pending + lifecycle PATCH)
Add Task 3.6 routes:

- POST /api/v1/berths/:id/reservations — creates a pending reservation;
  the URL berthId is authoritative and any body-supplied berthId is
  ignored.
- GET /api/v1/berths/:id/reservations — list filtered by URL berthId.
- GET /api/v1/berth-reservations/:id — fetch scoped to tenant.
- PATCH /api/v1/berth-reservations/:id — action-based dispatch
  (activate | end | cancel) via a discriminated union. Because the
  required permission depends on the action, PATCH is wrapped with
  withAuth only and calls requirePermission inside the handler.
- DELETE /api/v1/berth-reservations/:id — alias for cancel (204).

Cross-tenant berths return 404 on both POST and GET via an explicit
pre-check.

Tests cover happy paths, invalid transitions, 404/400/403 cases, the
URL-vs-body berthId precedence, and per-action permission gating.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 12:55:12 +02:00
Matt Ciaccio
aca45fb1b2 feat(api): company memberships (add/update/end/set-primary)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 12:49:10 +02:00
Matt Ciaccio
183ff1ff9e feat(api): company list/create/detail/patch/archive/autocomplete 2026-04-24 12:45:10 +02:00
Matt Ciaccio
90463269ce feat(api): yacht detail, patch, archive, transfer, history, autocomplete 2026-04-24 12:40:51 +02:00
Matt Ciaccio
a5036c6358 feat(api): GET/POST /api/v1/yachts
Add yacht list + create routes, export RouteHandler type and inner
handlers so tests can invoke them directly with a mock AuthContext.
New tests/helpers/route-tester.ts provides makeMockCtx/makeMockRequest
reusable by subsequent Task 3.x routes.
2026-04-24 12:35:25 +02:00
Matt Ciaccio
f743169354 feat(permissions): add yacht, company, membership, reservation keys 2026-04-24 12:30:06 +02:00
Matt Ciaccio
b053a6388e feat(eoi): shared context builder + tests 2026-04-24 12:20:40 +02:00
Matt Ciaccio
b1133c4e87 feat(reservations): service + validators + exclusivity tests
Adds the berth_reservations service covering the full lifecycle
(pending -> active -> ended/cancelled) with tenant scoping, DB-enforced
exclusivity on the idx_br_active partial unique index, and
client-or-company-member cross-checks for yacht ownership.

- validators: createPending / activate / end / cancel / list schemas
- service: createPending, activate, endReservation, cancel, getById,
  listReservations — with narrow 23505/idx_br_active catch that
  re-queries the conflicting active reservation
- socket events: berth_reservation:{created,activated,ended,cancelled}
- tests: unit (lifecycle, tenant, membership cross-check),
  integration (concurrent-activate ConflictError + re-activate after end)
2026-04-24 12:15:22 +02:00
Matt Ciaccio
15a79e7990 feat(company-memberships): service + validators + tests
Adds company-membership service with six operations (add, update, end,
setPrimary, listByCompany, listByClient), the corresponding Zod
validators, three socket events, and a unit-test suite covering the
portId-scoping rules, the unique_cm_exact conflict path, and the atomic
setPrimary transaction.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 12:07:58 +02:00
Matt Ciaccio
037f2544e8 feat(companies): service + validators + unit tests 2026-04-24 12:02:08 +02:00
Matt Ciaccio
7c408cf975 feat(yachts): list + owner-scoped list + autocomplete
Adds `listYachts`, `listYachtsForOwner`, and `autocomplete` to the
yacht service so UIs can page/filter yachts per port, look up all
yachts tied to a given client/company, and power search-as-you-type.

`listYachts` delegates to the shared port-scoped `buildListQuery`,
supporting search over name/hullNumber/registration plus ownerType,
ownerId and status filters; `autocomplete` caps at 10 results and is
tenant-scoped; `listYachtsForOwner` returns all yachts whose current
owner matches, newest first. Extends `makeYacht` factory to accept
flat `name`, `status`, `hullNumber`, `registration` overrides.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 00:03:36 +02:00
Matt Ciaccio
8a5cd1ef0e feat(yachts): atomic transferOwnership with partial-unique guard 2026-04-23 23:58:20 +02:00
Matt Ciaccio
d0ab4b8102 feat(yachts): updateYacht + archiveYacht 2026-04-23 23:52:24 +02:00
Matt Ciaccio
2f2ad4452f feat(yachts): createYacht + getYachtById services with tests 2026-04-23 23:40:56 +02:00
Matt Ciaccio
27d438929b refactor(yachts): rename schema + consolidate tests per project conventions 2026-04-23 23:35:30 +02:00
Matt Ciaccio
899e588a0c feat(yachts): add zod validators + tests 2026-04-23 23:31:29 +02:00
Matt Ciaccio
7a6e95c87a test(schema): verify partial unique indexes and case-insensitive company uniqueness
Adds integration test covering:
- idx_yoh_active: only one active ownership row per yacht
- idx_br_active: only one active reservation per berth (non-active rows
  are ignored by the partial index)
- Case-insensitive company name uniqueness within a port, with same-name
  companies allowed across different ports

Extends tests/helpers/factories.ts with async DB-inserting factories for
ports, clients, berths, yachts (+ ownership history row) and companies.
The new factories use the app's `db` handle so FK and partial unique
indexes are enforced by Postgres. The in-memory data helpers used by
unit tests (makeAuditMeta, makeCreateClientInput, permission helpers)
are preserved.
2026-04-23 18:06:37 +02:00
Matt Ciaccio
b6996f9a31 test(e2e): repair 26 Playwright smoke-test failures
Failures were mostly stale selectors, not product regressions:

- .or() traps matching the topbar "+ New" button → use specific names
  (Add Webhook, New Field, New Template)
- broad /create|add|new/ patterns → same fix
- [role="dialog"] overlay matched before content → getByRole('dialog').last()
- locator('input') picked hidden Radix Select inputs → getByPlaceholder /
  getByRole('combobox', { name })
- 11-global-search rewritten for the inline topbar search (the cmdk
  CommandDialog the old tests targeted was replaced)
- missing .first() causing strict-mode failures on notifications heading,
  version history text, nav links
- dashboard landing test: no h1 exists, target KPI text instead
- activity-feed: items aren't anchors; match action badge text
- monitoring data-leak check scoped to <main> (sidebar has Email/Documents)
- admin API without port context returns 400 (not 403) for non-admins —
  accept 400 as a valid "blocked" status in the sales-agent test

Also dropped dead imports and unused locals surfaced by lint-staged.

Full suite: 124 passed (11.2m).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 17:24:52 +02:00
082d4f20e3 Fix all TypeScript errors: restore proper types and typed route casts
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- Restore `as any` casts for Next.js typedRoutes on dynamic routes
- Use proper types for PDF templates, invoice/expense data, DB schema
- Fix PgColumn casts in sort helpers for expenses/invoices
- Add null guards for optional port/client in record-export
- Fix vitest config (remove invalid poolOptions)
- Lint: 0 errors, TypeScript: 0 errors

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:29:55 +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