pn-new-crm

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Author	SHA1	Message	Date
Matt Ciaccio	bcea28cd71	feat(mobile): mobile cards for reminders, audit log, users Three new <EntityCard> files using the shared <ListCard> shell, wired into each list page's <DataTable> via cardRender. - ReminderCard: Bell icon, related-entity subtitle (User/Anchor/ FileText icon by entity type), due-date meta with past-due flag, accent bar (rose=past-due, amber=pending, slate=snoozed, emerald=done). Snooze/Complete/Edit/Delete in actions menu. - AuditLogCard: Action icon (Plus/Pencil/Trash2/Eye), entity title, "{verb} by {actor}" subtitle, timestamp meta, optional changed-field chip line. Accent bar by action (created=emerald, updated=blue, deleted=rose). Immutable, no actions menu. - UserCard: Initials avatar, displayName/email, role meta (Shield icon), last-login distance, "Inactive" pill when deactivated. Accent bar (violet= super_admin, slate=inactive, none=active). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-01 15:39:06 +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	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

Author

SHA1

Message

Date

Matt Ciaccio

bcea28cd71

feat(mobile): mobile cards for reminders, audit log, users

Three new <EntityCard> files using the shared <ListCard> shell, wired
into each list page's <DataTable> via cardRender.

  - ReminderCard:   Bell icon, related-entity subtitle (User/Anchor/
                    FileText icon by entity type), due-date meta with
                    past-due flag, accent bar (rose=past-due,
                    amber=pending, slate=snoozed, emerald=done).
                    Snooze/Complete/Edit/Delete in actions menu.
  - AuditLogCard:   Action icon (Plus/Pencil/Trash2/Eye), entity
                    title, "{verb} by {actor}" subtitle, timestamp
                    meta, optional changed-field chip line. Accent
                    bar by action (created=emerald, updated=blue,
                    deleted=rose). Immutable, no actions menu.
  - UserCard:       Initials avatar, displayName/email, role meta
                    (Shield icon), last-login distance, "Inactive"
                    pill when deactivated. Accent bar (violet=
                    super_admin, slate=inactive, none=active).

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

2026-05-01 15:39:06 +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

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

3 Commits