pn-new-crm

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Author	SHA1	Message	Date
Matt	d8f1c0c34e	feat(email): port remaining 7 templates to react-email Phase 2 (single commit) — applies the portal-auth.tsx pattern to every hand-strung transactional email template. JSX components rendered via @react-email/components' render() replace inline-style string templates + hand-rolled escapeHtml(). Ported (.ts → .tsx, public function signatures become async): crm-invite.tsx — admin/super-admin CRM invite admin-email-change.tsx — sign-in email changed notification inquiry-client-confirmation.tsx — public berth inquiry receipt inquiry-sales-notification.tsx — internal sales alert for inquiries residential-inquiry.tsx — pair: client confirmation + sales alert notification-digest.tsx — daily/hourly unread-notification digest document-signing.tsx — triplet: invitation + completed + reminder Each template now defines its body as a typed React component, drops escapeHtml() entirely (react-email auto-escapes string interpolation in JSX text + attributes), and passes the rendered HTML to the existing renderShell() for shell wrapping. The shell + branding flow is unchanged. Caller migration (all sync → async): src/app/api/public/residential-inquiries/route.ts src/lib/queue/workers/email.ts src/lib/services/notification-digest.service.ts src/lib/services/users.service.ts src/lib/services/document-signing-emails.service.ts src/lib/services/crm-invite.service.ts All call sites already lived inside async functions; only the await was needed. No public API shape changes other than return type (now Promise). The pattern now applies uniformly across all 8 email templates (portal- auth.tsx + the 7 in this commit). Email template directory is fully react-email-based. 1298/1298 vitest green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 21:19:52 +02:00
Matt	a65aadc530	feat(deps): adopt p-limit for unbounded mass-op fan-outs Cap concurrency on two services that were fanning out unbounded requests to external systems: 1. email-compose.service.ts — attachment resolution. User attaches 20 files → 20 simultaneous S3/MinIO GETs + 20 buffers in heap. Now capped at 4 concurrent reads; peak memory bounded by 4 × max-attachment-size regardless of attachment count. 2. document-signing-emails.service.ts — sendSigningCompleted fanned out one SMTP send per recipient simultaneously. A Sales Contract with 10 recipients (client + 5 sellers + 4 witnesses) hit SMTP provider connection limits (Mailgun/SES/Postmark all cap concurrent connections in the single digits) and dropped overflow silently. Now capped at 3 concurrent sends. Both use `pLimit(N)` from the Sindre Sorhus suite — well-tested at scale, ~1kb gzip per service. Pattern is established for the remaining audit-flagged mass-op services (brochures, backup, GDPR export) to adopt as those files are touched. Verified: tsc clean, vitest 1293/1293 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 18:35:56 +02:00
Matt	5c8c12ba1f	feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Some checks failed Build & Push Docker Images / lint (push) Successful in 1m32s Details Build & Push Docker Images / build-and-push (push) Failing after 32s Details 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

Author

SHA1

Message

Date

Matt

d8f1c0c34e

feat(email): port remaining 7 templates to react-email

Phase 2 (single commit) — applies the portal-auth.tsx pattern to every
hand-strung transactional email template. JSX components rendered via
@react-email/components' render() replace inline-style string templates
+ hand-rolled escapeHtml().

Ported (.ts → .tsx, public function signatures become async):
  crm-invite.tsx                — admin/super-admin CRM invite
  admin-email-change.tsx        — sign-in email changed notification
  inquiry-client-confirmation.tsx — public berth inquiry receipt
  inquiry-sales-notification.tsx  — internal sales alert for inquiries
  residential-inquiry.tsx       — pair: client confirmation + sales alert
  notification-digest.tsx       — daily/hourly unread-notification digest
  document-signing.tsx          — triplet: invitation + completed + reminder

Each template now defines its body as a typed React component, drops
escapeHtml() entirely (react-email auto-escapes string interpolation
in JSX text + attributes), and passes the rendered HTML to the existing
renderShell() for shell wrapping. The shell + branding flow is unchanged.

Caller migration (all sync → async):
  src/app/api/public/residential-inquiries/route.ts
  src/lib/queue/workers/email.ts
  src/lib/services/notification-digest.service.ts
  src/lib/services/users.service.ts
  src/lib/services/document-signing-emails.service.ts
  src/lib/services/crm-invite.service.ts

All call sites already lived inside async functions; only the await was
needed. No public API shape changes other than return type (now Promise).

The pattern now applies uniformly across all 8 email templates (portal-
auth.tsx + the 7 in this commit). Email template directory is fully
react-email-based.

1298/1298 vitest green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

2026-05-12 21:19:52 +02:00

Matt

a65aadc530

feat(deps): adopt p-limit for unbounded mass-op fan-outs

Cap concurrency on two services that were fanning out unbounded
requests to external systems:

1. email-compose.service.ts — attachment resolution. User attaches
   20 files → 20 simultaneous S3/MinIO GETs + 20 buffers in heap.
   Now capped at 4 concurrent reads; peak memory bounded by
   4 × max-attachment-size regardless of attachment count.

2. document-signing-emails.service.ts — sendSigningCompleted fanned
   out one SMTP send per recipient simultaneously. A Sales Contract
   with 10 recipients (client + 5 sellers + 4 witnesses) hit SMTP
   provider connection limits (Mailgun/SES/Postmark all cap concurrent
   connections in the single digits) and dropped overflow silently.
   Now capped at 3 concurrent sends.

Both use `pLimit(N)` from the Sindre Sorhus suite — well-tested at
scale, ~1kb gzip per service. Pattern is established for the
remaining audit-flagged mass-op services (brochures, backup, GDPR
export) to adopt as those files are touched.

Verified: tsc clean, vitest 1293/1293 pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

2026-05-12 18:35:56 +02:00

Matt

5c8c12ba1f

feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1

Build & Push Docker Images / lint (push) Successful in 1m32s

Details

Build & Push Docker Images / build-and-push (push) Failing after 32s

Details

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

3 Commits