Commit Graph

6 Commits

Author SHA1 Message Date
07b5756014 feat(profile): first/last name fields + collapse notification preferences
Two related cleanups for the user profile surface area:

(1) Add canonical first_name + last_name columns to user_profiles.
    Migration 0049 backfills from display_name by splitting on the
    first whitespace run; single-token names land as
    (display_name, NULL) so we never throw away existing data.
    Display name becomes an optional override (nicknames, vanity
    formatting). /api/v1/me PATCH now accepts firstName/lastName,
    and the user-settings form surfaces them as the primary inputs
    with display name as a secondary "How your name appears" field.

(2) Remove the broken Notifications card from user-settings (it called
    PATCH on an endpoint that has GET/PUT only and used a flat shape
    vs the actual array shape). Replace with the working
    NotificationPreferencesForm + ReminderDigestForm under a
    #notifications anchor. /notifications/preferences becomes a
    server-side redirect to /settings#notifications for back-compat;
    the mobile More-sheet + user-menu Bell entry now deep-link to the
    new anchor directly.

Drops the auto-generated drizzle-kit catch-up migration so we're not
sneaking accumulated schema drift into the journal — only the targeted
0049 lands here.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 18:36:31 +02:00
502455ac04 chore(format): apply prettier auto-formatting
Pre-commit hook reformatted these files after the substantive commits.
No semantic changes — markdown table alignment, list indentation, and
emphasis style normalisation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 04:11:54 +02:00
82fd75081a feat(forms): country→timezone autoset, "Other" channel hint, polish
Client form: when nationality is picked and timezone empty, primary
IANA zone for the country is pre-filled (skips when user has chosen
a zone explicitly). When a contact's preferred channel is `'other'`,
the inline `Label` field flips to "Specify" / "e.g. Telegram, Signal"
so the rep records what the channel actually is.

Yacht form: replace the free-text 2-letter flag input with the shared
`CountryCombobox` so flags stay valid ISO codes.

User settings: timezone pre-populates from
`Intl.DateTimeFormat().resolvedOptions().timeZone` on first load
(was empty before); country change auto-fills timezone with the same
helper as the client form. Phone field upgraded to the shared
`<PhoneInput>` (country-flag dropdown + AsYouType formatter) seeded
from the page's country state.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 04:10:47 +02:00
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
Build & Push Docker Images / build-and-push (push) Failing after 32s
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
Matt Ciaccio
d19b74b935 feat(profile): /settings/profile page + change-password endpoint
The user-menu's Profile link previously 404'd, and CRM users had no way
to change their password from inside the app.

- /api/v1/me/password POST wraps better-auth changePassword, surfaces a
  friendlier "Current password is incorrect" on the typical failure
  mode, and writes an audit_log row with metadata.revokedOtherSessions.
- /{port}/settings/profile renders display name + email + change-password
  card with current/new/confirm fields and a 'Sign out other devices'
  toggle.

End-to-end verified: wrong current pw → 400 with mapped message;
correct → 200 + audit row; revert → 200.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:57:35 +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