Commit Graph

57 Commits

Author SHA1 Message Date
Matt Ciaccio
e7d23b254c feat(ai): per-port token budgets + usage ledger for AI features
Adds a token-denominated guardrail in front of every server-side AI call
so a misconfigured port can't run up an unbounded bill. Soft caps surface
a banner; hard caps refuse new requests until the period rolls over.
Usage flows into a feature-typed ledger so future AI surfaces (summary,
embeddings, reply-draft) can drop in without schema changes.

- New table ai_usage_ledger (port, user, feature, provider, model,
  input/output/total tokens, request id) with two indexes for rollup
- New service ai-budget.service.ts: getAiBudget/setAiBudget,
  checkBudget (pre-flight gate), recordAiUsage, currentPeriodTokens,
  periodBreakdown — all token-based, period boundaries in UTC
- runOcr now returns provider usage so the route can record the actual
  spend instead of estimating
- Scan-receipt route gates on checkBudget before invoking AI; returns
  source: manual / reason: budget-exceeded when blocked, surfaces
  softCapWarning on the success path
- Admin UI: new AiBudgetCard on the OCR settings page — shows current
  spend, per-feature breakdown, soft/hard cap inputs, period selector
- Permission: admin.manage_settings on both routes

Tests: 766/766 vitest (was 756) — +10 budget tests covering enforce/
disabled/cap-exceed/estimate-exceed/soft-warn/period boundaries/
cross-port isolation/silent ledger failure.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:53:09 +02:00
Matt Ciaccio
2cf1bd9754 feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.

- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
  bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
  date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
  flag never inherits from the global row — each port admin opts in
  independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
  the AI provider is never invoked unless the admin has flipped the
  switch
- Scan UI runs Tesseract first, then asks the server whether AI is
  enabled — uses the AI result only when its confidence beats Tesseract;
  network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox

Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
Matt Ciaccio
46937bbcb9 feat(addresses): full CRUD UI for client + company multi-address
Client and company detail pages each gain an Addresses tab with click-to-edit
fields wired to the existing CountryCombobox/SubdivisionCombobox primitives.
Adds a primary toggle that demotes the previous primary inside one transaction
so the partial unique index never trips.

- New service helpers: list/add/update/remove ClientAddress + CompanyAddress
- New routes: /api/v1/clients/[id]/addresses[/addressId], same under companies/
- New shared component: <AddressesEditor> reused by both detail surfaces
- Integration tests cover happy path, primary demotion, and tenant scoping

Tests: 747/747 vitest (was 741, +6 address tests).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:38:43 +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
f52d21df83 feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.

PR4  Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
     date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5  Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
     right-rail, three-tab page (active/dismissed/resolved), socket-driven
     invalidation. Bell lazy-loads list on popover open to keep cold pages
     fast in non-dashboard routes.
PR6  EOI queue tab on documents hub — filters to in-flight EOIs, count
     surfaces in tab label.
PR7  Interests-by-berth tab on berth detail — replaces the stub.
PR8  Expense duplicate detection — BullMQ job runs scan on create, yellow
     banner on detail w/ Merge / Not-a-duplicate, transactional merge
     consolidates receipts and archives the source.
PR9  Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
     its own (scanner) group with no dashboard chrome, dynamic per-port
     manifest, OpenAI + Claude provider abstraction, admin OCR settings
     page (port-level + super-admin global default w/ opt-in fallback),
     test-connection endpoint, manual-entry fallback when no key is
     configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
     existing GIN index, cursor pagination, filters for entity/action/user
     /date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
     real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
     socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
     cleanly without their gate envs so CI stays green.

Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
Matt Ciaccio
5f9bbb97bd fix(sidebar): replace floating circular collapse button with blended row
User feedback: the circular toggle floating off the sidebar's right
edge looked tacked-on. Replaced with a flush full-width row above the
user footer (right-aligned 'Collapse <' chip when expanded; centered
chevron when collapsed). Same nav-item hover treatment so it merges
visually with the sidebar palette. The <aside> no longer needs to
host an overhanging button.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 13:00:20 +02:00
Matt Ciaccio
4911083d0f fix(visual): KPITile data-testid + restore residential interest casing
Post-PR10c follow-ups discovered during smoke triage:
- KPITile gets data-testid="kpi-tile" so the dashboard smoke spec's
  '[data-testid*="kpi"]' selector matches (test 10-dashboard:27 expected
  >=4 kpi cards; the old Card-based render was matched by the
  '[class*="card"]' branch and didn't need a testid).
- Residential interest detail eyebrow text reverted from "Residential
  Interest" to "Residential interest" (lowercase i). The visual is
  identical because the wrapper has the `uppercase` class; the smoke
  spec at 26-residential:140 looks for the literal lowercase string.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 12:56:32 +02:00
Matt Ciaccio
3a7fef59b0 fix(visual): dark-mode-safe borders + sidebar relative + ring-background
Code-review follow-up to PR10b-e:
- DetailHeaderStrip + KPITile: border-slate-200 → border-border so dark
  mode doesn't paint a bright halo around the gradient strip.
- Topbar avatar: ring-white → ring-background so the 2px ring tracks
  the surface (matches the sidebar footer pattern).
- KpiTileSkeleton stripe: bg-slate-100 → bg-muted for parity with
  shadcn skeleton tokens in dark mode.
- Sidebar <aside>: add `relative` so the absolute-positioned
  collapse-toggle button anchors to the sidebar itself rather than
  the nearest positioned ancestor.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 12:24:14 +02:00
Matt Ciaccio
2d1b50745a style(mobile): responsive tabs + table overflow + hub flex-wrap (Phase A)
Adds <ResponsiveTabs> primitive that swaps the TabsList for a native Select on
phone-sized viewports (<640px). DetailLayout now routes its tab strip through it,
so every tabbed detail page gets the collapse for free. DataTable wraps the
Table in overflow-x-auto so wide column sets scroll horizontally instead of
breaking the layout under 768px. Documents-hub row swaps the fixed
grid-cols-[auto_1fr_auto_auto_auto_auto] for flex-wrap below sm: so signers /
status / dates stack instead of clipping.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 12:10:21 +02:00
Matt Ciaccio
c7ca7c1f96 style(layout): sidebar stripe + topbar gradient + bell spring + search ring
Sidebar active items: 4px brand left-edge stripe (rounded-r-full) replacing the
border-l-2 + bg shift; section header smaller-caps + brand-200 colour; user-footer
avatar gets shadow-sm + ring-2 ring-white/30.

Topbar '+ New' uses bg-gradient-brand with shadow-sm + scale-1.02 hover. User
avatar trigger gets shadow-sm + ring-2 ring-white. Notification badge gets
gradient-brand fill + ring-2 ring-background + animate-badge-pop spring keyframe
(retriggers on count change via key={unreadCount}). Command search gets shadow-xs
inset + brand focus ring (ring-4 ring-brand/15).

Adds badge-pop keyframes to tailwind config.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 12:10:11 +02:00
Matt Ciaccio
a3424b80d5 style(dashboard): KPITile primitive + gradient PageHeader + tile skeletons
Replaces flat Card-based KPI rendering with KPITile (gradient-brand-soft + accent
stripe). Adds polished gradient PageHeader to DashboardShell with eyebrow, KPI
sub-line, description. Tile-shaped skeletons replace the four CardSkeletons during
KPI load.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 12:09:59 +02:00
Matt Ciaccio
22f944fde2 style(detail): apply gradient header strip to client/interest/yacht/company/berth/residential/invoice details
Adds shared <DetailHeaderStrip> wrapper (rounded-xl + gradient-brand-soft + shadow-xs)
and applies it to every legacy domain detail header. Residential client/interest and
invoice detail get an inline gradient strip with eyebrow ('Residential Client',
'Residential Interest', 'Invoice'). Residential bodies normalized to lg:grid-cols-[2fr_1fr]
per spec.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 12:09:47 +02:00
Matt Ciaccio
cda44e721b fix(layout): hoist TooltipProvider to wrap full sidebar tree
The collapsed-state user-footer renders a Tooltip that was outside the
TooltipProvider — the provider only wrapped the nav. Once the sidebar
toggled to collapsed, the footer Tooltip threw "Tooltip must be used
within TooltipProvider", surfacing as console errors in exhaustive
click-through tests.

Move TooltipProvider up one level so every Tooltip in the sidebar tree
(nav items + user footer) is covered.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 05:08:01 +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
Matt Ciaccio
6212c118e5 feat(reservations): detail page with agreement flow + contract mirror
Adds /berth-reservations/[id] with state-aware agreement card (none /
in-flight / completed) and the Generate-agreement entry point that
opens the wizard prefilled. handleDocumentCompleted now mirrors a
signed reservation_agreement onto berth_reservations.contractFileId
so the portal can resolve contracts without joining through documents.
Reservation merge tokens (startDate/endDate/tenureType/termSummary/
signedDate) added to the catalog.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:45:05 +02:00
Matt Ciaccio
d8f0cdd7d2 feat(documents): create-document wizard MVP + service dispatch
Implements createFromWizard and createFromUpload service paths covering
the documenso-template, in-app, and upload pathways. Persists subject
FK, signers, watchers, and the per-document reminder controls
(remindersDisabled / reminderCadenceOverride) introduced in PR1. New
POST /api/v1/documents/wizard route and a functional /documents/new UI
with type/source/template/signers/reminders sections. Drag-handle
reorder, watcher autocomplete picker, and PDF preview defer to the
PR10 polish sweep.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:43:00 +02:00
Matt Ciaccio
aa15807063 feat(documents): detail page with signers, watchers, activity, actions
Replaces the PR4 stub at /documents/[id] with the full Phase A detail
view: gradient header strip, status-aware action bar (Cancel /
Download / Email signatories), per-signer remind + copy-link, watcher
list with remove, and activity timeline. Adds the supporting endpoints
(cancel, compose-completion-email, watchers GET/POST/DELETE) and
listDocumentWatchers / addDocumentWatcher / removeDocumentWatcher
service helpers. The document GET now serves the aggregator shape
when ?detail=true.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:39:46 +02:00
Matt Ciaccio
da7262f18f feat(documents): hub page with tabs, filters, and live counts
Replaces /documents with the Phase A hub: tabs (All/Awaiting them/
Awaiting me/Completed/Expired) backed by per-tab counts via a new
hub-counts endpoint, signature-only chip, type filter, expandable
signer rows, and real-time invalidation across the eight document
socket events. listDocuments grew tab/watcher/signatureOnly/sent-window
filters; the legacy file browser moved to /documents/files where the
sidebar already linked.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:35:36 +02:00
Matt Ciaccio
deafc5ef38 feat(ui): visual polish primitives + token additions (Phase A)
Adds the design tokens the polish PRs (10a-e) will draw from:
shadow-xs/sm/md/lg/glow, radius scale tuned to spec, gradient utilities,
spring/smooth eases, and fast/base/slow durations. Introduces
StatusPill, KPITile, and EmptyState primitives plus a polished
PageHeader variant ('gradient') with optional eyebrow + KPI sub-line —
existing PageHeader callers stay on the plain variant.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:25:08 +02:00
Matt Ciaccio
1791dd7319 fix(ui): resolve yacht owner names server-side, real user in topbar
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Yachts list page rendered each row's Current Owner via OwnerLink, which
fired its own /api/v1/clients/{id} or /companies/{id} fetch — N+1 round-
trips per page load (12+ for the harbor-royale fixture). Worse, until
those fetches resolved each cell showed "Client c68da7..." style raw IDs.

Fix: listYachts now resolves the polymorphic currentOwnerName in two
batched in-array queries after the page query (mirrors the listClients
yachtCount/companyCount pattern), and OwnerLink accepts an optional
preloadedName prop that suppresses the per-row fetch when supplied.

Topbar: show real user name + avatar initial from session/profile, and
expand the My-Account dropdown header to include the user's email.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:54:04 +02:00
Matt Ciaccio
0ccc66833d fix(ui): admin settings loading-loop, real user name, expanded admin nav
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SettingsFormCard
- Parent components pass `FIELDS.slice(...)` inline, so the prop reference
  changes on every render. The fetch callback's useCallback re-created
  itself, useEffect re-fired, and loading flicker meant the form never
  rendered. Capture fields in a ref so the callback is stable.

Sidebar
- Show real user name + avatar initial from session/profile, replacing
  the hardcoded "User Name" / "U" placeholder.
- Default the admin-section to expanded so its items are reachable on
  first page load (was collapsed behind a chevron).

Dashboard layout
- Pass {name, email} from the session/profile through to <Sidebar />.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:44:04 +02:00
Matt Ciaccio
4877b97f27 feat(admin): per-port email/Documenso/branding/reminder settings + invitations
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Centralizes everything operators need to configure into the admin panel,
each setting per-port with env fallback.

New admin pages
- /admin              landing page linking to every admin section as a card
- /admin/email        FROM name+address, reply-to, signature/footer HTML,
                      optional SMTP host/port/user/pass override
- /admin/documenso    API URL+key override, EOI Documenso template ID,
                      default EOI pathway (documenso-template vs inapp),
                      "Test connection" button
- /admin/branding     logo URL, primary color, app name, email
                      header/footer HTML
- /admin/reminders    port-level defaults for new interests +
                      port-wide daily-digest delivery window
- /admin/invitations  send / list / resend / revoke CRM invitations

Per-user reminder digest
- /notifications/preferences gains a Reminder digest card:
  immediate / daily / weekly / off, with HH:MM, day-of-week,
  IANA timezone fields. Stored in user_profiles.preferences.reminders.

Plumbing
- port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig,
  getPortBrandingConfig, getPortReminderConfig) — settings → env fallback.
- sendEmail accepts optional portId; resolves From/SMTP from settings
  when supplied.
- documensoFetch + downloadSignedPdf accept optional portId; each public
  function takes it through. checkDocumensoHealth() backs the test button.
- crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite
  with audit-log entries (revoke_invite, resend_invite added to AuditAction).
- AdminLandingPage card grid + shared SettingsFormCard component to remove
  per-page form boilerplate.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 23:21:54 +02:00
Matt Ciaccio
999622fd08 feat(companies): show member + yacht counts on list page
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listCompanies returns memberCount (active companyMemberships)
and yachtCount (yachts where currentOwnerType=company), each
fetched as a parallel grouped count after the main page query.
Two new badge columns in company-columns render them between
the tax-id and status columns.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:57:13 +02:00
Matt Ciaccio
e8d61c91c4 feat(platform): residential module + admin UI + reliability fixes
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Residential platform
- New schema: residentialClients, residentialInterests (separate from
  marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint

Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)

Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
  handlers.ts files (Next.js 15 route.ts only allows specific exports)

Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
  (apiFetch already JSON.stringifies its body; passing a stringified
  body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
  to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
  Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md

Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
Matt Ciaccio
4441f1177f feat(portal): branded auth pages + legacy email styling + dev redirect override
- New PortalAuthShell component: blurred Port Nimara overhead background +
  circular logo + white rounded card, used by /portal/login,
  /portal/activate, /portal/reset-password
- New email/templates/portal-auth.ts: table-based, responsive (max-width
  600px / width 100%), matching the existing legacy inquiry templates;
  replaces the inline templates that lived in portal-auth.service
- EMAIL_REDIRECT_TO env override: when set, sendEmail routes every
  outbound message to that address regardless of recipient and tags the
  subject with "[redirected from <original>]". Dev/test safety net only;
  unset in production
- Portal password minimum length 12 → 9 (service + both API routes +
  client-side form)
- Dev helper script scripts/dev-trigger-portal-invite.ts: seeds a portal
  user against the first port-nimara client and uses EMAIL_REDIRECT_TO
  as the stored email so the tester can sign in with the address that
  received the activation mail

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 15:04:21 +02:00
Matt Ciaccio
475b051e29 feat(portal): replace magic-link with email/password + admin-initiated activation
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The client portal no longer uses passwordless / magic-link sign-in. Each
client now has a `portal_users` row with a scrypt-hashed password,
created by an admin from the client detail page; the admin's invite
mails an activation link that the client uses to set their own password.
Forgot-password is wired through the same token mechanism.

Schema (migration `0009_outgoing_rumiko_fujikawa.sql`):

- `portal_users` — one per client account, separate from the CRM
  `users` table (better-auth) so the auth realms stay isolated. Email
  is globally unique, password is null until activation.
- `portal_auth_tokens` — single-use activation / reset tokens. Stores
  only the SHA-256 hash so a DB compromise never leaks live tokens.

Services:

- `src/lib/portal/passwords.ts` — scrypt hash/verify (no new deps;
  uses node:crypto), token mint+hash helpers.
- `src/lib/services/portal-auth.service.ts` — createPortalUser,
  resendActivation, activateAccount, signIn (timing-safe),
  requestPasswordReset, resetPassword. Auth failures throw the new
  UnauthorizedError (401); enumeration-safe behaviour everywhere.

Routes:

- POST /api/portal/auth/sign-in — sets the existing portal JWT cookie.
- POST /api/portal/auth/forgot-password — always 200.
- POST /api/portal/auth/reset-password — token + new password.
- POST /api/portal/auth/activate — token + initial password.
- POST /api/v1/clients/:id/portal-user — admin invite (and `?action=resend`).
- Removed: /api/portal/auth/request, /api/portal/auth/verify (magic link).

UI:

- /portal/login — replaced email-only magic-link form with email +
  password + "forgot password" link.
- /portal/forgot-password, /portal/reset-password, /portal/activate — new.
- New shared `PasswordSetForm` component used by activate + reset.
- New `PortalInviteButton` rendered on the client detail header.

Email send:

- `createTransporter` now wires SMTP auth when SMTP_USER+SMTP_PASS are
  set (gmail app-password or marina-server creds, configured via env).
- `SMTP_FROM` env var lets the sender address be overridden without
  pinning it to `noreply@${SMTP_HOST}`.

Tests:

- Smoke spec 17 (client-portal) updated to the new flow: 7/7 green.
- Smoke specs 02-crud-spine, 05-invoices, 20-critical-path updated to
  match the post-refactor client + invoice forms (drop companyName,
  use OwnerPicker + billingEmail).
- Vitest 652/652 still green; type-check clean.

Drops the dead `requestMagicLink` from portal.service.ts.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 15:34:02 +02:00
Matt Ciaccio
0ed401d083 refactor(clients): drop deprecated yacht/company/proxy columns
PR 13: now that all reads are migrated to the dedicated yacht / company
/ membership entities, drop the columns that mirrored them on `clients`:
companyName, isProxy, proxyType, actualOwnerName, relationshipNotes,
yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M},
berthSizeDesired.

Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE
DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to
apply.

Caller cleanup (zero behavioral change to remaining flows):

- Drops the legacy `generateEoi` flow entirely (route, service function,
  pdfme template, validator schema). The dual-path generate-and-sign
  service from PR 11 has fully replaced it; the route was no longer
  wired to the UI.
- `clients.service`: company-name search column / WHERE / audit value
  removed; search now ranks by full name only.
- `interests.service`: `resolveLeadCategory` reads dimensions from
  `yachts` via `interest.yachtId` instead of the dropped
  `client.yachtLength{Ft,M}`.
- `record-export`: client-summary now lists yachts via owner-side
  lookup (direct + active company memberships); interest-summary fetches
  yacht via `interest.yachtId`. Both PDF templates updated to read
  yacht details from the new entity.
- `client-detail-header`, `client-picker`, `command-search`,
  `search-result-item`, `use-search` hook, `types/domain.ts`,
  `search.service` — drop the companyName badge / sub-label / typed
  field everywhere it was rendered or fetched.
- `ai.ts` worker: drop the company / yacht context lines from the
  prompt (will be re-added later sourced from the new entities).
- `validators/interests.ts`: remove the deprecated public-form flat
  yacht/company fields. The route already ignores them.
- `factories.ts`: drop the `isProxy: false` default.

Tests: 652/652 green; type-check clean. The
`security-sensitive-data` tests use `companyName` / `isProxy` as
arbitrary record keys for a generic util — left unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
Matt Ciaccio
f4ec51002c feat(eoi): template-aware generate-EOI dialog
The EOI dialog now lists "Documenso Standard EOI" (default) plus any
seeded in-app EOI templates and routes the submit to the dual-path
generate-and-sign endpoint with the correct pathway:

  - "documenso-template" sentinel id → pathway: documenso-template
  - any other template id → pathway: inapp

Signers are derived server-side from EoiContext for both pathways when
the template type is EOI (interest's client + hardcoded developer +
approver), so the dialog doesn't collect them. Non-EOI templates still
require explicit signers.

Drops the legacy `client.yachtLengthFt` prerequisite check (yacht is now
a first-class entity) and replaces it with hasYacht based on
interest.yachtId. Tests updated; 646/646 green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:42:08 +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
bcf4c1f797 feat(interests): add yacht-picker to interest form 2026-04-24 15:36:27 +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
b75834ab7e refactor(clients): rebuild detail tabs + columns for new data model
- ClientData in client-detail.tsx now reflects the stripped shape from
  Task 8.2 (drop companyName/isProxy/proxy*/yacht*/berthSizeDesired) and
  gains yachts / companies / activeReservations arrays.
- client-tabs.tsx: Overview trimmed (personal, contacts, source, tags);
  three new count-badged tabs (Yachts, Companies, Reservations).
- New client-yachts-tab.tsx renders owned yachts + Add yacht CTA (TODO:
  YachtForm preset-owner wiring for v2).
- New client-companies-tab.tsx renders memberships with Primary badge and
  since-date; management still lives on the company detail page.
- New client-reservations-tab.tsx maps activeReservations into ReservationRow
  shape and delegates to <ReservationList showBerth />.
- client-columns.tsx drops companyName column (TODO: add Yachts count +
  Primary company once list endpoint joins those).
- client-filters.tsx drops isProxy filter.
- Wire realtime invalidations for yacht:ownership_transferred,
  company_membership:added/ended, and berth_reservation:*.
2026-04-24 14:36:34 +02:00
Matt Ciaccio
a6d6647bb2 refactor(clients): strip yacht/company/proxy sections from client form 2026-04-24 14:27:47 +02:00
Matt Ciaccio
ddcffe9f6f feat(ui): add reservations tab to berth detail 2026-04-24 14:22:06 +02:00
Matt Ciaccio
3c5267f5e9 feat(ui): berth-reserve dialog with create-and-activate flow 2026-04-24 14:20:08 +02:00
Matt Ciaccio
2111bb8b60 feat(ui): add reservation-list table component 2026-04-24 14:18:11 +02:00
Matt Ciaccio
64d7b5c765 feat(ui): company list page with columns, filters, and sidebar entry 2026-04-24 14:05:24 +02:00
Matt Ciaccio
4e448dd06e feat(ui): add-membership dialog for company members 2026-04-24 14:02:47 +02:00
Matt Ciaccio
29a7fc8857 feat(ui): add shared client-picker autocomplete 2026-04-24 14:02:00 +02:00
Matt Ciaccio
5d76a8a1cf feat(ui): company detail page with header, tabs, members, owned yachts 2026-04-24 13:59:21 +02:00
Matt Ciaccio
d6743ed52c feat(ui): add company-form for create/edit with 409 handling
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:53:35 +02:00
Matt Ciaccio
ba86b7a897 feat(ui): add company-picker autocomplete component
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:52:52 +02:00
Matt Ciaccio
4f56c2bdfd feat(ui): add Yachts entry to sidebar navigation 2026-04-24 13:48:37 +02:00
Matt Ciaccio
508518b6c8 feat(ui): yacht transfer dialog with atomic ownership change
Replaces the Task 5.3 stub with a real YachtTransferDialog backed by
OwnerPicker, a date input, reason select, and notes textarea. Submits to
POST /api/v1/yachts/{id}/transfer, invalidates yacht + ownership-history
queries on success, and surfaces API errors (same-owner 400, cross-tenant
404, no-permission 403) as form-level messages. Transfer button is now
gated by PermissionGate resource="yachts" action="transfer".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:47:26 +02:00
Matt Ciaccio
f64a52b995 feat(ui): yacht list page with columns and filters 2026-04-24 13:44:15 +02:00
Matt Ciaccio
76d2348873 feat(ui): yacht detail page with header, tabs, ownership history
Implements Task 5.3: server page passes yachtId to a client YachtDetail,
which fetches via TanStack Query and renders the shared DetailLayout with
Overview / Ownership History / Interests / Reservations / Notes / Tags
tabs. Header shows name, dimensions, polymorphic owner link, status badge,
and Edit / Transfer / Archive actions. Transfer is a stub dialog pending
Task 5.5; Notes tab is a placeholder because NotesList does not yet support
entityType='yachts'.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:40:41 +02:00
Matt Ciaccio
a604223c17 feat(ui): add yacht-form for create/edit
Sheet-based react-hook-form + zod component for yacht CRUD.
CREATE mode uses OwnerPicker to set the yacht's owner (required
by createYachtSchema). EDIT mode hides the picker and shows a
notice directing users to the Transfer button, matching the
service-layer guard that blocks owner mutation via PATCH.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:34:55 +02:00
Matt Ciaccio
d4f58abb9c feat(ui): add owner-picker and yacht-picker components
Task 5.1 of the data-model refactor. Adds:
- OwnerPicker: polymorphic combobox that toggles between client and
  company autocomplete via a type switch inside the popover. Uses
  /api/v1/clients/options (search=) and /api/v1/companies/autocomplete
  (q=).
- YachtPicker: yacht autocomplete against /api/v1/yachts/autocomplete
  with optional ownerFilter prop to scope to a given client/company.

Both components use TanStack Query with debounced (300ms) input via the
existing use-debounce hook, and apiFetch which attaches X-Port-Id.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:32:28 +02:00
4552187b9f feat: add inquiry notification settings to admin settings UI
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 13:16:20 -04:00