Commit Graph

17 Commits

Author SHA1 Message Date
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
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
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
d133d6d656 feat(ui): wire OwnerPicker into invoice billing-entity field 2026-04-24 16:04:07 +02:00
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
64d7b5c765 feat(ui): company list page with columns, filters, and sidebar entry 2026-04-24 14:05:24 +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
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
8df8ded46c Add user settings, audit log, berth CRUD, and missing endpoints
- PATCH /api/v1/me: self-service profile update (name, phone, timezone)
- User settings page with profile editor + notification preferences
- Audit log API with filtering (entity, action, user, date range)
- Audit log page with search, entity type, and action filters
- Berth create/delete: POST /api/v1/berths + DELETE /api/v1/berths/[id]
- Client duplicates endpoint: GET /api/v1/clients/duplicates?name=
- Replace settings and audit stub pages with real implementations

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 19:45:56 -04:00
4fdd9e3207 Implement reminders system with full CRUD and background processors
- Reminders service: create, update, delete, complete, snooze, dismiss
- List with filters (status, priority, assignee, entity, date range)
- My/overdue/upcoming convenience endpoints
- BullMQ processors: auto-follow-up creation (BR-060) and overdue notifications
- Snooze with presets (1h, 4h, tomorrow, next week) and custom datetime
- Un-snooze logic: snoozed reminders auto-revert to pending when snooze expires
- UI: filterable list with my/all toggle, priority badges, overdue indicators
- Permission-gated: view_own, view_all, create, assign_others
- Entity linking: reminders can link to clients, interests, or berths

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 16:27:34 -04:00
c8320023cc Implement admin ports and system settings management
- Port CRUD: list, create, update with branding, currency, timezone
- System settings: upsert key-value pairs per port with known settings UI
  (AI feature flags, invoice discount, pipeline weights, berth rules)
- Settings manager with toggle switches, number inputs, and JSON editors
- Replace both stub pages with real implementations

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 15:53:33 -04:00
f60159e91a Implement admin users and roles management
- Add user CRUD: list, create (via Better Auth), update role/status, remove from port
- Add role CRUD: create, update permissions, delete with system role protection
- Full permissions matrix UI with accordion groups and per-action checkboxes
- Validators, services, API routes, and UI components following existing patterns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 15:47:11 -04:00
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
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