d07f1ed5e0e1f44effa099dae4780c7fc7f8860a
83 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
Matt Ciaccio
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d07f1ed5e0 |
feat(client-archive): smart-archive backend foundation (dossier + archive + restore)
The first slice of the smart-archive project. Replaces the dumb DELETE client flow with a deliberate "look before you leap" pattern: - New columns on clients: archived_by, archive_reason, archive_metadata (jsonb capturing every decision made during archive, so restore can attempt reversal). Migration 0043. - client-archive-dossier.service builds a structured snapshot of "what's at stake" for a given client: pipeline interests, berths under offer (with next-in-line interests for the notification), yachts owned, active reservations, outstanding invoices, signed/in-flight Documenso envelopes, portal user, company memberships. Classifies the client as low-stakes or high-stakes based on pipeline stage (HIGH_STAKES_STAGES = deposit_10pct + later) so the bulk wizard knows which clients to prompt individually. - client-archive.service.archiveClientWithDecisions takes the operator's decisions and applies them in a single transaction. Persists the decision log into archive_metadata for restore. Auto-handles portal user revocation + company membership end-dating; everything else is caller-driven. Surfaces external cleanups (Documenso void) for the caller to queue. - client-restore.service.getRestoreDossier classifies each persisted decision as autoReversible / reversibleWithPrompt / locked based on the current state of the world (berth still available? new owner has active interests on the yacht? etc). restoreClientWithSelections applies reversals + un-archives the client. - 4 API routes wire the services to HTTP. The existing /restore endpoint is upgraded to use the smart restore but stays backwards-compatible: clients archived before this feature have no archive_metadata so the dossier returns empty, and a POST with no body just un-archives them — same as before. UI work + bulk variant + hard-delete + Documenso cleanup queueing land in follow-on commits. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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f93de75bb5 |
fix(ops): /health DB+Redis checks, validated env.REDIS_URL across workers, error_events 90d retention
Three audit-pass-#3 findings, all in the "wakes you at 3am" category.
- /api/public/health now runs DB SELECT 1 + Redis PING in parallel and
returns 503 + a degraded payload when either fails. Anonymous probes
(no X-Intake-Secret) still get a flat {status:'ok'} so generic uptime
monitors keep working; authenticated probes see the dep results.
- All worker entrypoints (ai, bulk, documents, email, export, import,
maintenance, notifications, reports, webhooks) and src/lib/redis.ts
now use env.REDIS_URL (Zod-validated at boot) instead of
process.env.REDIS_URL!. Previously a missing env let the app start
silently and fail at first job pickup.
- maintenance worker gains an `error-events-retention` case that
delete()s rows older than 90 days from error_events. scheduler.ts
registers it at 06:00 daily. Closes the contract from migration
0040 which declared the table "pruned at 90 days" but had no
implementation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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3f6a8aa3b8 |
feat(bulk): synchronous bulk action endpoints + UI on interests/clients/yachts
Until now the only bulk action anywhere was Archive on the interests
list — implemented as parallel fan-out with no per-row failure
reporting. The bulk BullMQ worker was a TODO stub with no producers.
- bulk-helpers.runBulk wraps a per-row loop and returns
{results, summary} for the caller. Page-size capped at 100.
- New endpoints: /api/v1/{interests,clients,yachts,companies}/bulk
with a Zod discriminated union over the action. Interests support
change_stage + add_tag + remove_tag + archive; clients/yachts/companies
support archive + add_tag + remove_tag. Each action is permission-gated
individually (delete vs edit vs change_stage).
- interest-list, client-list, yacht-list expose the new actions in the
bulk-action toolbar with dialogs for stage / tag selection. Failure
summaries surface via window.confirm.
- bulkWorker stub gets a docblock explaining the v1 sync-only choice
and what the queue is reserved for (CSV imports, port-wide migrations,
bulk emails to >100 recipients).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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c90876abad |
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch. New admin pages: - /admin/inquiries reads website_submissions with filter chips for berth/residence/contact + payload viewer per row. - /admin/sends reads document_sends with sent/failed filter chips and expandable body markdown; failures surface errorReason and any fallback-to-link reason from the SMTP retry. - /admin/email-templates lets per-port admins override the subject of each transactional template (8 templates catalogued in template-catalog.ts). Body editing is a follow-on; portal_activation + portal_reset are wired to honor the override via loadSubjectOverride. - /admin/reports replaces the "Coming in Layer 3" placeholder with a KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy donut-bars, conversion %, refresh every 60s. - backup/import/onboarding admin pages replace placeholders with actionable guidance: backup posture + planned features, available CLI imports + planned UI, ordered onboarding checklist linking to admin pages. Existing pages widened: - settings-manager exposes the 9 berth-recommender tunables that were previously code-only (recommender_*, heat_weight_*, fallthrough_*, tier_ladder_hide_late_stage). - role-form covers all 19 RolePermissions schema groups; previously missing yachts/companies/memberships/reservations + missing documents.edit + files.edit checkboxes. snake_case residential labels replaced with friendly text. portal-auth.service.ts now also writes audit_log rows for portal invite, resend, activate, password-reset request, and reset (closes one more audit-pass-#2 gap while we were touching the file). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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8cdee99310 |
feat(activity): per-entity Activity timeline (clients/yachts/companies/berths)
Until now only the global /admin/audit page surfaced audit_logs. Each
entity detail page either lacked the Activity tab entirely or rendered
"Activity log coming soon" text.
- entity-activity.service.loadEntityActivity wraps searchAuditLogs
with actor-email resolution; reused by all 5 endpoints.
- New endpoints: /api/v1/{clients,yachts,companies,berths,interests}/[id]/activity,
each gated on the per-entity .view permission and tenant-checked
against ctx.portId.
- EntityActivityFeed renders a timeline with action verb ("Updated",
"Archived"), actor name, relative time, and field old→new diff.
- client-tabs, yacht-tabs, company-tabs, berth-tabs now mount the feed
on their Activity tab. Interest already has the richer
InterestTimeline component.
- yacht-tabs YachtInterestsTab also gets a friendlier empty state with
guidance copy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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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>
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Matt Ciaccio
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1b78eadd36 |
feat(audit): extend AuditAction enum + audit logging on alerts + expense dedup
- AuditAction gains password_change, portal_invite/activate/reset variants, send, view. AuditLogParams.ipAddress/userAgent now optional so background jobs and internal helpers can log without faking values. - alerts.service.dismissAlert/acknowledgeAlert now write action='update' rows with metadata.kind so the audit log differentiates the two state changes. - expense-dedup.service.clearDuplicate/mergeDuplicate accept userId and write action='update'/'merge' rows respectively. Routes pass ctx.userId. Audit gaps surfaced by audit-pass-#2: 6 services bypassed audit_logs entirely. This commit closes 2 of them; portal-auth lands in a later commit alongside the email-template-override work that already touches the same file. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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63c4073e64 |
fix(audit-verification): regressions found in post-Tier-6 review
Two parallel reviews of the Tier 0–6 work surfaced one CRITICAL regression and a handful of remaining cross-tenant gaps that the original audit didn't enumerate. All fixed here: CRITICAL * document-reminders.processReminderQueue — the new bulk-fetch leftJoin to documentTemplates was scoped on `templateType` alone. Templates of the same type exist in every port; the cartesian explosion would have fired one Documenso reminder PER matching template-row per cron tick (a 5-port deploy = 5 reminders to the same signer per cycle). Added eq(documentTemplates.portId, portId) to the join. * All five remaining Documenso webhook handlers (RecipientSigned / Completed / Opened / Rejected / Cancelled) accept and require an optional portId now, with a shared resolveWebhookDocument() helper that refuses to mutate when the lookup is ambiguous across tenants without a resolved port. Tier 5's port-scoping was applied only to Expired; the route now forwards the matched portId to every handler. Tightens the WHERE clauses on subsequent UPDATEs to (id, portId) for defense-in-depth. HIGH * verifyDocumensoSecret rejects when `expected` is empty — timingSafeEqual(0-bytes, 0-bytes) was returning true, so a dev env with a blank DOCUMENSO_WEBHOOK_SECRET would accept a request whose X-Documenso-Secret header was also missing/empty. listDocumensoWebhookSecrets skips the env entry when blank. * /api/public/health — the website-intake-secret comparison was a string `===` (not constant-time). Switched to timingSafeEqual via Buffer.from(). MEDIUM * server.ts SIGTERM ordering — Socket.io closes BEFORE the HTTP drain so long-poll websockets stop holding the server open past the compose stop_grace_period. * /api/v1/me PATCH preferences merge — allow-list filter on the merged JSONB so legacy rows from the old .passthrough() era stop silently re-shipping their bloat to disk. Migration fixes (deploy-blocking) * 0041 referenced `port_role_overrides.permissions` (column is `permission_overrides`) — overrides are partial JSONB and don't need backfilling at all (deepMerge resolves edit from the base role). Removed the override UPDATEs entirely. * 0042 switched all FK + CHECK adds to NOT VALID + VALIDATE so the brief table-lock phase is decoupled from the row-scan validation, giving a cleaner abort-and-restart story if a constraint catches dirty production data. Added a pre-cleanup UPDATE for invoices.billing_entity_id = '' rows (backfills from clientName, falls back to the row id) so the new non-empty CHECK passes on a dirty table. Test status: 1175/1175 vitest, tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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83239104e0 |
fix(audit-tier-6): validation, perms, ops/infra, per-port webhook secret
Final audit polish — closes the remaining LOW + MED items the previous
tiers didn't reach:
* Validation hardening: me.preferences uses .strict() + 8KB cap
instead of unbounded .passthrough(); files.uploadFile gains
magic-byte verification (jpeg/png/gif/webp/pdf/doc/xlsx); OCR scan
endpoint enforces 10MB cap + magic-byte check on receipt images;
port logoUrl + me.avatarUrl reject javascript:/data: schemes via
a shared httpUrl refinement.
* Permission gates: document-sends/{brochure,berth-pdf} now require
email.send (was withAuth-only); document-sends/{preview,list} on
email.view; ai/email-draft on email.send; documents/[id]/send
uses send_for_signing (was create); expenses/export/parent-company
flips from hard isSuperAdmin to expenses.export for parity;
admin/users/options gated on reminders.assign_others (was withAuth).
* Envelope hygiene: auth/set-password switches the third {message}
variant to errorResponse + {data: {email}}; ai/email-draft wraps
jobId in {data: {jobId}}.
* UI polish: reports-list.handleDownload surfaces failures via
toastError (was console-only).
* Ops/infra: pin pnpm@10.33.2 across all three Dockerfiles +
packageManager field in package.json; Dockerfile.worker re-orders
user creation BEFORE pnpm install so node_modules / .cache dirs
are worker-owned (fixes tesseract.js + sharp EACCES at first PDF
parse); add Redis-ping HEALTHCHECK to the worker container.
* Public health endpoint: returns full env+appUrl payload only when
the caller presents X-Intake-Secret, otherwise a minimal {status}
so generic uptime monitors still work but anonymous internet
doesn't get deployment fingerprints.
* Per-port Documenso webhook secret: new system_settings key
+ listDocumensoWebhookSecrets() helper. The webhook receiver
iterates every configured per-port secret with timing-safe
comparison + falls back to env, then forwards the resolved portId
into handleDocumentExpired so two ports sharing a documensoId
cannot cross-mutate.
Deferred (handled in dedicated follow-up PRs):
* Tier 5.1 — direct service tests for portal-auth / users /
email-accounts / document-sends / sales-email-config. MED, large
test-writing scope.
* The {ok: true} → {data: null} envelope migration across
alerts/expenses/admin-ocr-settings/storage routes. Mechanical but
needs coordinated client + test updates.
* CSP-nonce migration (drop unsafe-inline) — needs middleware-level
nonce generation that the Next 15 router has to thread through.
* Idempotency-Key header on Documenso createDocument. Requires
schema column on documents to persist the key; deferred so it
doesn't bundle a migration into this commit.
* The 16 better-auth user_id FKs — separate dedicated migration
with care (some columns are NOT NULL today and cascade decisions
matter).
* PermissionGate / Skeleton / EmptyState wraps across 5 admin lists
(auditor-H §§36–37) and the residential-clients filter bar.
Test status: 1175/1175 vitest, tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md MED §§28,29,30 + LOW §§32–43
+ HIGH §9 (Documenso secrets follow-up).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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4eea4ceff9 |
fix(audit-tier-4): tenant-isolation defense-in-depth
Closes the audit's HIGH §10 + MED §§17–22 isolation footguns. None of these are user-impactful TODAY — every site is preceded by a port- scoped read or pre-validated by ctx.portId — but each is a future- refactor accident waiting to happen, so the SQL itself now pins the tenant boundary: * mergeClients gains a callerPortId option; the route caller passes ctx.portId. removeInterestBerth now requires portId and verifies both the interest and the berth share it before deleting the junction row. All three callers updated. * Six service mutations now scope the WHERE to (id, portId): form-templates update + delete, invoices.detectOverdue per-row update, notifications.markRead, clients.deleteRelationship. company-memberships uses an inArray sub-select against port companies (no port_id column on the table itself), covering updateMembership / endMembership / setPrimary. * Port-scoped file lookups in portal.getDocumentDownloadUrl, reports.getDownloadUrl (file presign), berth-reservations.activate (contractFileId attach guard), and residential.getResidentialInterestById (residentialClient join). Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §10 + MED §§17–22 (auditor-B3 Issues 1–5,7). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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d3a6a9beef |
fix(audit-tier-2-routes): manual NextResponse.json error sweep + admin form banners
Two final waves of error-surface hygiene closing the audit's MED §12 +
HIGH §15 + HIGH §17 findings:
* 50 route files swept (61 sites): manual NextResponse.json({error,
status: 4xx|5xx}) early-returns replaced by typed throws +
errorResponse(err) at the catch.
- Super-admin gates (13 sites) use new requireSuperAdmin(ctx, action)
helper from src/lib/api/helpers.ts so denials hit the audit log.
- Path-param + body validation 400s become ValidationError throws.
- 404s become NotFoundError or CodedError('NOT_FOUND') for AI
feature-flag paths.
- 11 manual 5xx returns now re-throw so error_events captures the
request-id (the admin error inspector becomes usable from real
incidents).
- website-analytics 200-with-error anti-pattern flipped to 409 +
UMAMI_NOT_CONFIGURED. 502 upstream paths use UMAMI_UPSTREAM_ERROR.
- 11 sites intentionally preserved: storage/[token] anti-enumeration
token-failure paths, webhook-secret 401, "Unknown port" 400 in
public intake.
* 7 admin forms (roles, users, ports, webhooks, custom-fields,
document-templates, tags) gain a formatErrorBanner() helper from
src/lib/api/toast-error.ts that builds a multi-line "Error code / Reference ID"
banner — the rep can copy the request id when reporting a failed
save. Banners get whitespace-pre-line so newlines render.
Test status: 1168/1168 vitest, tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md MED §12 (auditor-F Issue 1)
+ HIGH §15 (auditor-F Issue 2) + HIGH §17 (auditor-H Issue 2).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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cf430d70c3 |
fix(storage): route every file op through getStorageBackend()
Removes 12 direct minioClient.{put,get,remove}Object call sites that
bypassed the pluggable storage abstraction. Filesystem-mode deploys
(MULTI_NODE_DEPLOYMENT=false, storage_backend=filesystem) silently
broke at every site: GDPR export, invoice PDF, EOI generation, portal
download, file upload, folder create/rename/delete, signed PDF land,
maintenance cleanup, etc. Each site now resolves the active backend
and uses its put/get/delete + the new presignDownloadUrl() helper.
Folder marker objects in /files/folders/* keep the same on-the-wire
shape but route through the backend. A future refactor should move
folder bookkeeping to a DB-backed virtual-folder table (see audit
HIGH §3 follow-up note in the route file).
Sites left untouched: src/lib/services/system-monitoring.service.ts
and src/app/api/ready/route.ts use minioClient.bucketExists as an S3-
specific health probe — those are correctly mode-aware and stay.
Refs: docs/audit-comprehensive-2026-05-05.md HIGH §3 (auditor-D Issue 1)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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312779c0c5 |
fix(security): tier-0 audit blockers (next CVE, role gate, perm traps, key validation, rate limits)
Closes the five highest-risk findings from docs/audit-comprehensive-2026-05-05.md so the platform is not exposed while the rest of the audit backlog (1 CRIT + 18 HIGH + 32 MED + 23 LOW) is worked through: * CVE-2025-29927 — bump next 15.1.0 → 15.2.9; nginx strips X-Middleware-Subrequest at the edge as defense-in-depth. * Cross-tenant role escalation — POST/PATCH/DELETE on /admin/roles now require super-admin (was: any holder of admin.manage_users). Adds shared `requireSuperAdmin(ctx)` helper. * Silent-403 traps — `documents.edit` and `files.edit` keys added to RolePermissions; seeded role values updated; migration 0041 backfills the new keys on every existing roles+port_role_overrides JSONB. File routes remap the dead `create` action to `upload` / `manage_folders`. * Berth-PDF / brochure register endpoints — reject body.storageKey unless it matches the namespace the matching presign endpoint issued (prevents repointing a tenant's PDF at foreign-port bytes). * Portal auth rate limits — sign-in 5/15min/(ip,email), forgot-password 3/hr/IP, activate/reset/set-password 10/hr/IP. Adds `enforcePublicRateLimit()` for non-`withAuth` routes. Test status unchanged: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md (CRITICAL, HIGH §§1–4) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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4723994bdc |
feat(errors): platform-wide request ids + error codes + admin inspector
End-to-end error-handling overhaul. A user hitting any failure now sees
a plain-text message + stable error code + reference id. A super admin
can paste the id into /admin/errors/<id> for the full request shape,
sanitized body, error stack, and a heuristic likely-cause hint.
REQUEST CONTEXT (AsyncLocalStorage)
- src/lib/request-context.ts mints a per-request frame carrying
requestId + portId + userId + method + path + start timestamp.
- withAuth wraps every authenticated handler in runWithRequestContext
and accepts an upstream X-Request-Id header (validated shape) or
generates a fresh UUID. The id ALWAYS leaves on the X-Request-Id
response header, including early-return 401/403/4xx paths.
- Pino logger reads from the same context via mixin — every log
line emitted during the request automatically carries the ids
with no per-call threading.
ERROR CODE REGISTRY
- src/lib/error-codes.ts defines stable DOMAIN_REASON codes with
HTTP status + plain-text user-facing message (no jargon, written
for the rep on the phone with a customer).
- New CodedError class wraps a registered code + optional
internalMessage (admin-only — never sent to client).
- Existing AppError subclasses got plain-text default rewrites so
legacy throw sites improve immediately without migration.
- High-impact services migrated to specific codes:
expenses (RECEIPT_REQUIRED, INVOICE_LINKED), interest-berths
(CROSS_PORT_LINK_REJECTED), berth-pdf (PDF_MAGIC_BYTE / PDF_EMPTY /
PDF_TOO_LARGE / VERSION_ALREADY_CURRENT), recommender
(INTEREST_PORT_MISMATCH).
ERROR ENVELOPE
- errorResponse always sets X-Request-Id header + requestId field.
- 5xx responses include a "Quote error ID …" friendly line.
- 4xx kept clean (validation, permission, not-found don't pollute
the inspector — they're already in audit log).
PERSISTENCE (error_events table, migration 0040)
- One row per 5xx, keyed on requestId, with method/path/status/error
name+message/stack head (4KB cap)/sanitized body excerpt (1KB cap;
password/token/secret/etc keys redacted)/duration/IP/UA/metadata.
- captureErrorEvent extracts Postgres SQLSTATE/severity/cause.code
so the classifier can recognize FK / unique / NOT NULL / schema-
drift violations.
- Failure to persist is logged-not-thrown.
LIKELY-CULPRIT CLASSIFIER (src/lib/error-classifier.ts)
- 4-pass heuristic (first match wins):
1. Postgres SQLSTATE → human reason (23503 FK, 23505 unique,
42703 schema drift, 53300 connection limit, …)
2. Error class name (AbortError, TimeoutError, FetchError,
ZodError)
3. Stack-path patterns (/lib/storage/, /lib/email/, documenso,
openai|claude, /queue/workers/)
4. Free-text message keywords (econnrefused, rate limit, timeout,
unauthorized|invalid api key)
- Returns { label, hint, subsystem } for the inspector badge.
CLIENT SIDE
- apiFetch throws structured ApiError with message + code + requestId
+ details + retryAfter.
- toastError() helper renders the standard 3-line toast:
plain message / Error code: X / Reference ID: Y [Copy ID].
ADMIN INSPECTOR
- /<port>/admin/errors lists captured 5xx with status badge + path +
likely-culprit badge + truncated message + reference id. Filter by
status code; auto-refresh via TanStack Query.
- /<port>/admin/errors/<requestId> deep-dive: request shape, full
error name+message+stack, sanitized body excerpt, raw metadata,
registered-code lookup (so admin can compare to what user saw),
likely-culprit hint with subsystem tag.
- /<port>/admin/errors/codes is the in-app code reference page —
every registered code grouped by domain prefix, searchable, with
HTTP status + user message inline. Linked from inspector header
so admins can flip to it while triaging.
- Permission: admin.view_audit_log. Super admins see all ports;
regular admins port-scoped.
- system-monitoring dashboard now surfaces error_events alongside
permission_denied audit + queue failed jobs (RecentError gains
source: 'request' variant).
DOCS
- docs/error-handling.md walks through coded errors, plain-text
message guidelines, client toasting, admin inspector usage,
persistence rules, classifier internals, pruning, and the
legacy → CodedError migration path.
MIGRATION SAFETY
- Audit confirmed all 41 migrations (0000-0040) apply cleanly in
journal order against an empty DB. 0040 references ports(id)
which exists from 0000. 0035/0038 don't deadlock under sequential
psql -f. Removed redundant idx_ds_sent_by from 0038 (created in
0037).
Tests: 1168/1168 vitest passing. tsc clean.
- security-error-responses tests updated for plain-text messages
+ new optional response keys (code/requestId/message).
- berth-pdf-versions tests assert stable error codes via
toMatchObject({ code }) rather than message regex.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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c4a41d5f5b |
feat(expenses+interests): trip/event grouping (lightweight)
Per the trips/events design discussion: instead of building a full
events domain (table + CRUD UI + calendar) for the 6–12 yacht shows
a year, ship the cheap version that covers the actual asks.
Expenses — `tripLabel` free-text:
- New `expenses.trip_label` text column (migration 0039) + index for
filter / autocomplete lookup.
- Validator: createExpenseShape + listExpensesSchema +
exportExpensePdfSchema.filter all accept tripLabel.
- Service: createExpense + updateExpense persist; listExpenses filters;
new `listTripLabels(portId, search?)` returns distinct values
ordered by most-recent expenseDate so the autocomplete surfaces
recently-used labels first.
- New `GET /api/v1/expenses/trip-labels` endpoint (gated by
expenses.view) backs the autocomplete.
- Form dialog: native `<datalist>` powered by the autocomplete query
so reps don't end up with "Palm Beach 2026" / "palm-beach 2026"
fragmented across two PDF sections.
- Expense list: new "Trip" column (badge) + free-text filter.
- Detail page: trip label rendered alongside Category / Payer.
- PDF export: GroupBy gains 'trip'; filter.tripLabel narrows the
export. Untagged rows fall under "(no trip)".
- Trim/normalize on write so " Palm Beach 2026 " === "Palm Beach 2026".
Interests — event tagging via existing tag system:
- Reps can tag interests with an event tag (e.g. "Palm Beach 2026")
via the existing InlineTagEditor on the detail page; tags are
port-scoped and reusable.
- Interest list now has a TagPicker filter rendered next to the
FilterBar so reps can sort prospects by event attended ("show me
every lead from Palm Beach"). Hidden 'relation'-typed
FilterDefinition for tagIds wires URL round-trip + saved-views
capture without rendering inside the FilterBar.
- FilterBar deserializer now handles `relation` types as comma-joined
arrays on URL load.
Why a free-text trip label and not a trips table:
- 6–12 events/year doesn't justify a domain. The CRUD UI cost would
be most of the engineering, and reps already have the events on
their personal calendars.
- If usage proves demand for per-event ROI dashboards or richer
attribution, promote to a real `trips` table later. Migration
path: trip_label → tripId is a backfill+swap.
Test status: 1168/1168 vitest. tsc clean. Migration 0039 applied
in dev (also caught + fixed an unrelated audit-v3 follow-up: 0037
had `idx_br_interest` colliding with the existing
`berth_recommendations.idx_br_interest`; renamed to
`idx_brr_interest` / `idx_brr_contract_file`).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
687a1f1c2f |
fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.
Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
berth_reservations.{interest_id, contract_file_id},
documents.{file_id, signed_file_id}, document_events.signer_id,
document_templates.source_file_id, form_submissions.{form_template_id,
client_id}, document_sends.{brochure_id, brochure_version_id,
sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
can audit spend per port/user/feature and future per-port budgets have
history to read from. Failure to write is logged-not-thrown so the
user-facing email draft is unaffected.
Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
surfaces with a clear boot error instead of a vague Minio error
inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
+ network errors, fail-fast on 4xx. Stops one transient flake from
leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
HMAC fallback is in effect, so two processes started with different
BETTER_AUTH_SECRET values are observable (random 401s on file
downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
cookie}, *.config.headers.authorization, encrypted-credential blobs
(secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
X-Documenso-Secret header, and 2-level nested forms.
Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
PermissionGate (invoices.send / invoices.record_payment); both
mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
know they can fill the form manually instead of staring at a stalled
spinner; the editable form now also opens on scanMutation.isError
/ uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
EmptyState for the empty case (was a single "Loading…" line).
Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
survives a user being hard-deleted. Migration 0038 with a defensive
null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
string" cast with userId: null; AuditLogParams already accepts null
for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
AcroForm field is missing AND the context has a non-empty range
string, logs a structured warn so the deployment gap (live Documenso
template needs the field) is observable instead of silently dropping
the multi-berth range.
Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
ade4c9e77d |
fix(audit-v2): platform-wide post-merge hardening across 5 domains
Five-domain audit (security, routes, DB, integrations, UI/UX) ran after
the
|
||
|
Matt Ciaccio
|
d4b3a1338f |
fix(security): scope berth-pdf service entrypoints by portId
Post-merge security review caught a cross-tenant authorization bypass
in the per-berth PDF endpoints (HIGH severity, confidence 10):
GET /api/v1/berths/[id]/pdf-versions
POST /api/v1/berths/[id]/pdf-versions
POST /api/v1/berths/[id]/pdf-upload-url
POST /api/v1/berths/[id]/pdf-versions/[versionId]/rollback
POST /api/v1/berths/[id]/pdf-versions/parse-results/apply
Each handler looked up the target berth by id only — `eq(berths.id, ...)`.
withAuth resolves ctx.portId from the user-controlled X-Port-Id header
(only verifying the user has SOME role on that port), and
withPermission('berths', 'view'|'edit', ...) is a coarse capability
check, not a row-level grant. A rep with berths:edit on Port A could
supply a Port B berth UUID and:
- list + receive 15-min presigned download URLs to every PDF version
- mint an upload URL targeting `berths/<port-B-id>/uploads/...`
- POST a new version (overwriting current_pdf_version_id on foreign berth)
- rollback to any prior version on a foreign berth
- apply rep-confirmed parse-result fields onto a foreign berth's columns
Sibling routes (waiting-list etc.) already pair the id filter with
`eq(berths.portId, ctx.portId)`, so this was an omission, not design.
Fix:
- Push `portId: string` into uploadBerthPdf, listBerthPdfVersions,
rollbackToVersion, applyParseResults, reconcilePdfWithBerth.
- Each function now filters the berth lookup with
`and(eq(berths.id, ...), eq(berths.portId, portId))` and throws
NotFoundError on mismatch (no foreign-port disclosure).
- Inline the same `and(...)` filter in the pdf-upload-url handler.
- Every handler passes ctx.portId through.
Coverage:
- New `cross-port tenant guard` test exercises every entrypoint with a
foreign-port id and asserts NotFoundError.
- 1164/1164 vitest passing. Typecheck clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
180912ba9f |
fix(audit-final): pre-merge hardening + expense receipt UI
Final audit pass on feat/berth-recommender (3 parallel Opus agents) caught 5 critical and ~12 high-severity findings. All addressed in-branch; medium/low items deferred to docs/audit-final-deferred.md. Critical: - Add filesystem-backend PUT handler at /api/storage/[token] so presigned uploads stop 405-ing in filesystem mode (every browser-driven berth-PDF + brochure upload was broken). Same token-verify + replay protection as GET, plus magic-byte gate when c=application/pdf. - Forward req.signal into streamExpensePdf so an aborted 1000-receipt export no longer keeps grinding for minutes. - Strengthen Content-Disposition filename sanitization: \s matches CR/LF which would let documentName forge headers; restrict to [\w. -]+ and add filename* RFC 5987 fallback. - Lock public berths feed behind an explicit slug allowlist instead of ?portSlug= enumeration. - Reject cross-port interest_berths upserts (defense-in-depth on top of the recommender SQL port filter). High: - Recommender: width-only feasibility now caps length via L/W ratio so a 200ft berth doesn't surface for a 30ft beam request; total_interest_count filters out junction rows whose interest is in another port. - Mooring normalization follow-up migration (0034) catches un-hyphenated padded forms (A01) the original 0024 WHERE missed. - Send-out rate limit moved AFTER validation and scoped per-(port, user) so typos don't burn a slot and a multi-port rep can't be DoS'd by another tenant. - Default-brochure path now blocks an archived row from sneaking through the partial unique index. - NocoDB import --update-snapshot honoured under --dry-run so reps can refresh the seed JSON without committing DB writes. - PDF export: orderBy desc(expenseDate); apply isNull(archivedAt) when expenseIds are passed (was bypassed); flag rate-unavailable rows with an amber footer instead of silently treating them as 1:1; skip the USD->EUR chain when source already matches target. - expense-form-dialog: revokeObjectURL captures the URL in the closure instead of revoking the still-displayed one; reset upload state on close. - scan/page: handleClearReceipt resets in-flight scan/upload mutations; Save disabled while upload pending. - updateExpense re-asserts receipt-or-acknowledgement at the merged row so PATCH can't slip past the create-time refine. Plus the in-progress receipt upload UI for the expense form dialog (receipt picker + "I have no receipt" checkbox + warning banner) and a noReceiptAcknowledged flag on ExpenseRow for edit-mode hydration. Includes the canonical plan doc (referenced in CLAUDE.md), the handoff prompt, and a deferred-findings index for follow-up issues. 1163/1163 vitest passing. Typecheck clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
014bbe1923 |
feat(expenses): streaming expense-PDF export + receipt-less expense flag + audit-3 fixes
Replaces the legacy text-only expense PDF (was just dumping rows into a
single pdfme text field — no images, no pagination) with a proper
streaming export modelled on the legacy Nuxt client-portal but
re-architected for memory safety. The legacy implementation OOM'd on
hundreds of receipts because it:
- buffered every receipt image into memory simultaneously
- accumulated PDF chunks into an array, concat'd at end
- base64-encoded the whole PDF into a JSON response (3x peak memory)
- had no image downscaling
The new design:
- `streamExpensePdf()` (src/lib/services/expense-pdf.service.ts):
pdfkit pipes bytes directly to the HTTP response (no Buffer
accumulation). Receipts are processed serially so peak heap is one
image at a time. Sharp downscales any receipt > 500 KB or > 1500 px
to JPEG q80 — typical 8 MB phone photo collapses to ~250 KB. For a
500-receipt export, peak RSS stays under ~100 MB; legacy needed >2
GB for the same input.
- Pages: cover summary box (count, totals, currency equiv, optional
processing fee), grouped expense table (groupBy=none|payer|category|
date), one-page-per-receipt with header (establishment, amount,
date, payer, category, file name) and full-bleed image.
- Storage backend abstraction — receipts stream from
`getStorageBackend().get(storageKey)`, works on MinIO/S3/filesystem.
- Route: POST /api/v1/expenses/export/pdf streams binary
application/pdf with cache-control:no-store. Validator caps
expenseIds at 1000 to prevent runaway loops.
Receipt-less expense flow (per user request):
- Schema: 0033 migration adds `expenses.no_receipt_acknowledged`
boolean (default false).
- Validator: createExpenseSchema requires either receiptFileIds OR
noReceiptAcknowledged=true; the .refine() error message tells the
rep exactly what to do. updateExpenseSchema is partial and skips
the rule (existing rows can be edited without re-acknowledging).
- PDF: receiptless expenses get an inline red "(no receipt)" tag in
the establishment cell + a red footer warning in the summary box
showing the count and at-risk amount.
- The legacy parent-company reimbursement queue may refuse to pay
receiptless expenses, so the warning is load-bearing for ops.
Audit-3 fixes piggy-backed:
- 🔴 Tesseract OCR runtime now races a 30s timeout (CPU-bomb DoS
protection — a crafted PDF rasterizing to high-res noise could
pin the worker indefinitely).
- 🟠 brochures.service.ts:listBrochures dropped a wasted query (the
legacy single-brochure fast-path was discarding its result on the
multi-brochure branch).
- 🟠 berth-pdf.service.ts:listBerthPdfVersions now Promise.all's the
presignDownload calls instead of awaiting each in a for-loop —
20-version berths went from 20× round-trip to 1×.
- 🟡 public berths route no longer logs the full `row` object on
enum drift (was dumping price + amenity columns into ops logs).
- 🟡 dropped the dead `void sql` import from public berths route.
Tests still 1163/1163. tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
a3e002852b |
fix(audit-2): integration regressions + data-integrity from second-pass review
Two reviewer agents did a second-pass deep audit of the 21-commit refactor. Eight findings; four fixed here (one was deferred with a schema comment, three were 🟡 nice-to-haves left for follow-up). Integration regressions (🟠 high): - Outbound webhook `interest.berth_linked` now fires from the new junction-add handler. Was emitting a socket-only event, leaving external integrations silent post-refactor. - Two new webhook events `interest.berth_unlinked` and `interest.berth_link_updated` added to WEBHOOK_EVENTS + INTERNAL_TO_WEBHOOK_MAP. PATCH and DELETE handlers now dispatch them alongside the existing socket emits — lifecycle parity restored. - BerthInterestPulse adds useRealtimeInvalidation for berth-link events. The query key was berth-scoped while the linked-berths dialog invalidates interest-scoped keys (no prefix match), so the pulse went stale. Bridges via the realtime hook now. Recommender semantic fix (🟠 medium-high): - aggregates CTE: active_interest_count now filters on `ib.is_specific_interest = true`, matching the public-map "Under Offer" derivation. EOI-bundle-only links no longer demote a berth to Tier C for other reps. Smoke test confirms previously-all-Tier-C results now correctly classify as Tier A. - Same CTE: `total_interest_count` uses COUNT(ib.berth_id) instead of COUNT(*) so a berth with no junction rows reports 0 (not 1 from the LEFT JOIN's NULL-right-side row). Prevents heat over-counting. Data integrity (🟠): - AcroForm tier rejects negative numerics in coerceFieldValue (was letting through `length_ft="-50"` which would poison the recommender feasibility filter on apply). - FilesystemBackend.resolveHmacSecret throws in production when storage_proxy_hmac_secret_encrypted is null. Dev still derives from BETTER_AUTH_SECRET for ergonomics; prod must explicitly configure. - Documented the circular FK between berths.current_pdf_version_id and berth_pdf_versions.id. Drizzle's `.references()` can't express the cycle so the schema column is plain text + a comment; the FK is authoritatively maintained by migration 0030. Tests still 1163/1163. tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
86372a857f |
fix(audit): post-review hardening across phases 0-7
15 of 17 findings from the consolidated audit (3 reviewer agents on the previously-shipped phase commits). Remaining two are nice-to-have follow-ups deferred. Critical (data integrity / security): - Public berths API: closed-deal junction rows no longer flip a berth to "Under Offer" - filter on `interests.outcome IS NULL` so won/ lost/cancelled don't pollute public-map status. Both list + single-mooring routes. - Recommender heat: cancelled outcomes now count as fall-throughs (SQL was `LIKE 'lost%'` which silently dropped them, leaving cancelled-only berths stuck in tier A). - Filesystem presignDownload returns an absolute URL (origin from APP_URL) so emailed download links resolve from external mail clients. - Magic-byte verification on the presigned-PUT path: both per-berth PDFs and brochures stream the first 5 bytes via the storage backend and reject + delete on `%PDF-` mismatch (was only enforced when the server saw the buffer; presign-PUT was wide open). - Replay-protection TTL aligned to the token's own expiry (was a fixed 30 min, but send-out tokens live 24 h). Floor 60 s, ceiling 25 days. - Brochures unique partial index on (port_id) WHERE is_default=true + 0032 migration. Closes the read-then-write race in the create/ update transactions. Important: - Recommender SQL: defense-in-depth `i.port_id = $portId` filter on the aggregates CTE. - berth-pdf service: per-berth pg_advisory_xact_lock around the version-number SELECT + insert. Storage key is now UUID-based so concurrent uploads can't collide on blob paths. Replaces `nextVersionNumber` with the tx-bound variant. - berth-pdf apply: rejects with ConflictError when parse_results contain a mooring-mismatch warning unless the caller passes `confirmMooringMismatch: true` (force-reconfirm gate was UI-only). - Send-out body: HTML-escape brochure filename in the download-link fallback (XSS guard). - parseDecimalWithUnit rejects negative numbers. - listClients DISTINCT ON for primary contact resolution: bounds contact-row count to ~2 per client. Defensive: - verifyProxyToken rejects NaN/Infinity expiries via Number.isFinite. - Replaced sql ANY() with inArray() in interest-berths. Tests: 1145 -> 1163 passing. Deferred: bulk-send rate limit (no bulk endpoint today), markdown italic regex breaking links with asterisks (cosmetic). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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|
Matt Ciaccio
|
b4776b4c3c |
feat(interests): linked berths list with role-flag toggles + EOI bypass
Implements plan §5.5: a per-interest "Linked berths" panel mounted above the
recommender on the interest detail Overview tab. Each junction row exposes
the role-flag controls reps need to manage the M:M `interest_berths` link
without the legacy single-berth flow.
UI (`src/components/interests/linked-berths-list.tsx`)
* Rows ordered with primary first; mooring number links to /berths/[id], with
area + a status pill (available/under_offer/sold) and a "Primary" chip.
* "Specifically pitching" Switch (writes `is_specific_interest`) with the
consequence text from §1: "This berth will appear as under interest on the
public map" / "This berth is hidden from the public map".
* "Mark in EOI bundle" Switch (writes `is_in_eoi_bundle`).
* "Set as primary" button when the row isn't primary - the existing
`upsertInterestBerth` helper demotes the prior primary in the same tx.
* "Bypass EOI for this berth" with reason textarea, ONLY rendered when the
parent interest's `eoiStatus === 'signed'`. Writes the bypass triple
(`eoi_bypass_reason`, `eoi_bypassed_by` = caller, `eoi_bypassed_at` = now);
also supports clearing.
* Remove-from-interest action gated by a confirmation dialog.
API (`src/app/api/v1/interests/[id]/berths/...`)
* `GET /` - list endpoint returning `listBerthsForInterest` plus the parent
interest's `eoiStatus` in `meta.eoiStatus` so the UI can decide whether to
show the bypass control.
* `PATCH /[berthId]` - partial update of the junction row's flags + bypass
fields. Server-side guard: rejects bypass writes when `eoiStatus !==
'signed'` (defence in depth - never trust the UI to gate this).
* `DELETE /[berthId]` - calls `removeInterestBerth`.
* The existing POST stays unchanged. All routes wrapped with
`withAuth(withPermission('interests', view|edit, ...))`. portId from ctx;
cross-port reads/writes return 404 for enumeration prevention (§14.10).
Service changes (`src/lib/services/interest-berths.service.ts`)
* `upsertInterestBerth` now accepts `eoiBypassReason` (tri-state: omit = no
change, non-empty = record, null = clear) and `eoiBypassedBy`. The bypass
triple moves as a unit, with `eoi_bypassed_at` stamped server-side.
* `listBerthsForInterest` now returns berth detail (area, status, dimensions)
alongside the junction row, typed as `InterestBerthWithDetails`.
Socket: added `interest:berthLinkUpdated` event for live UI refreshes.
Tests: 18 new integration tests in `tests/integration/api/interest-berths.test.ts`
covering happy paths, primary-demotion in same tx, bypass write/clear, the
"requires signed EOI" guard, cross-port 404s, missing-link 404s, empty-body
400, and viewer 403 through the permission gate.
|
||
|
Matt Ciaccio
|
a0091e4ca6 |
feat(emails): sales send-out flows + brochures + email-from settings
Phase 7 of the berth-recommender refactor (plan §3.3, §4.8, §4.9, §5.7,
§5.8, §5.9, §11.1, §14.7, §14.9). Adds the rep-driven send-out path for
per-berth PDFs and port-wide brochures, the per-port sales SMTP/IMAP
config + body templates, and the supporting admin UI.
Migration: 0031_brochures_and_document_sends.sql
Schema additions:
- brochures (port-wide, with isDefault marker + archive)
- brochure_versions (versioned uploads, storageKey per §4.7a)
- document_sends (audit log of every rep-initiated send; failures
captured with failedAt + errorReason). berthPdfVersionId is a plain
text column (no FK) — loose-coupled to Phase 6b's berth_pdf_versions
so the two phases stay independent.
§14.7 critical mitigations:
- Body XSS: rep-authored markdown goes through renderEmailBody()
(HTML-escape first, then a tight allowlist of bold/italic/code/link
rules). https:// + mailto: only — javascript:/data: URLs stripped.
Tested against script/img/iframe/svg/onerror polyglots.
- Recipient typo: strict email regex + two-step confirm modal that
shows the exact recipient before send.
- Unresolved merge fields: pre-send dry-run /preview endpoint blocks
submission until findUnresolvedTokens() returns empty.
- SMTP failure: every transport rejection writes a document_sends row
with failedAt + errorReason; UI surfaces the message.
- Hourly per-user rate limit: 50 sends/user/hour via existing
checkRateLimit().
- Size threshold fallback (§11.1): files above
email_attach_threshold_mb (default 15) ship as a 24h signed-URL
download link in the body instead of an attachment. Storage stream
flows directly to nodemailer to avoid buffering 20MB+.
§14.10 critical mitigation:
- SMTP/IMAP passwords encrypted at rest via the existing
EMAIL_CREDENTIAL_KEY (AES-256-GCM). The /api/v1/admin/email/
sales-config GET endpoint never returns the decrypted value — only
a *PassIsSet boolean. PATCH treats empty string as "leave unchanged"
and explicit null as "clear", so the masked-placeholder UI round-
trips without forcing re-entry on every save.
system_settings keys (per-port unless noted):
- sales_from_address, sales_smtp_{host,port,secure,user,pass_encrypted}
- sales_imap_{host,port,user,pass_encrypted}
- sales_auth_method (default app_password)
- noreply_from_address
- email_template_send_berth_pdf_body, email_template_send_brochure_body
- brochure_max_upload_mb (default 50)
- email_attach_threshold_mb (default 15)
UI surfaces (per §5.7, §5.8, §5.9):
- <SendDocumentDialog> shared 2-step compose+confirm flow.
- <SendBerthPdfDialog>, <SendDocumentsDialog>, <SendFromInterestButton>
wrappers per detail page.
- /[portSlug]/admin/brochures: list, upload (direct-to-storage
presigned PUT for the 20MB+ files per §11.1), default toggle,
archive.
- /[portSlug]/admin/email extended with <SalesEmailConfigCard>:
SMTP + IMAP creds, body templates, threshold/max settings.
Storage: every upload + download goes through getStorageBackend() —
no direct minio imports, per Phase 6a contract.
Tests: 1145 vitest passing (+ 50 new in
markdown-email-sanitization.test.ts, document-sends-validators.test.ts,
sales-email-config-validators.test.ts).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
249ffe3e4a |
feat(berths): per-berth PDF storage (versioned) + reverse parser
Phase 6b of the berth-recommender refactor (see
docs/berth-recommender-and-pdf-plan.md §3.2, §3.3, §4.7b, §11.1, §14.6).
Builds on the Phase 6a pluggable storage backend (commit
|
||
|
Matt Ciaccio
|
83693dd993 |
feat(storage): pluggable s3-or-filesystem backend + migration CLI + admin UI
Phase 6a from docs/berth-recommender-and-pdf-plan.md §4.7a + §14.9a. Lays
the storage groundwork for Phase 6b/7 file-bearing schemas (per-berth PDFs,
brochures) without touching those domains yet.
New files:
- src/lib/storage/index.ts StorageBackend interface + per-process
factory keyed on system_settings.
- src/lib/storage/s3.ts S3-compatible backend (MinIO/AWS/B2/R2/
Wasabi/Tigris) wrapping the existing minio
JS client. Includes a healthCheck() used
by the admin "Test connection" button.
- src/lib/storage/filesystem.ts Local filesystem backend with all §14.9a
mitigations baked in.
- src/lib/storage/migrate.ts Shared migration core — pg_advisory_lock,
per-row resumable progress markers,
sha256 round-trip verification, atomic
storage_backend flip on success.
- scripts/migrate-storage.ts Thin CLI shim around runMigration().
- src/app/api/storage/[token]/route.ts
Filesystem proxy GET. Verifies HMAC,
enforces single-use replay protection
via Redis SET NX, streams via NextResponse
ReadableStream with explicit Content-Type
+ Content-Disposition. Node runtime only.
- src/app/api/v1/admin/storage/route.ts
GET status + POST connection test.
- src/app/api/v1/admin/storage/migrate/route.ts
Super-admin-only POST that runs the
exact same runMigration() as the CLI.
- src/app/(dashboard)/[portSlug]/admin/storage/page.tsx
Super-admin admin UI (current backend,
capacity stats, switch button with
dry-run, test connection, backup hint).
- src/components/admin/storage-admin-panel.tsx
Client component for the page above.
§14.9a critical mitigations implemented:
- Path-traversal: storage keys validated against ^[a-zA-Z0-9/_.-]+$;
`..`, `.`, `//`, leading `/`, and overlength keys rejected.
- Realpath: storage root realpath'd at create time, every per-key
resolution checked against the realpath'd prefix.
- Storage root created (or chmod'd) to 0o700.
- Multi-node refusal: FilesystemBackend.create() throws when
MULTI_NODE_DEPLOYMENT=true.
- HMAC token: sha256-HMAC over the (key, expiry, nonce, filename,
content-type) payload. Verified with timingSafeEqual; bad sig,
expired, or invalid-key payloads all return 403.
- Single-use replay: token body cached in Redis SET NX EX 1800s.
- sha256 round-trip: copyAndVerify() re-fetches from the target after
put() and aborts the migration on any mismatch.
- Free-disk pre-flight: when migrating to filesystem, sums byte counts
via source.head() and aborts if free space < total * 1.2.
- pg_advisory_lock(0xc7000a01) prevents concurrent migrations.
- Resumable: per-row progress markers in _storage_migration_progress.
system_settings keys read by the factory (jsonb, no schema change):
storage_backend, storage_s3_endpoint, storage_s3_region,
storage_s3_bucket, storage_s3_access_key,
storage_s3_secret_key_encrypted, storage_s3_force_path_style,
storage_filesystem_root, storage_proxy_hmac_secret_encrypted.
Defaults: storage_backend=`s3`, storage_filesystem_root=`./storage`
(./storage added to .gitignore).
Tests added (34 tests, all green):
- tests/unit/storage/filesystem-backend.test.ts — key validation
allow/reject matrix, realpath escape, 0o700 perms, multi-node
refusal, HMAC token sign/verify/tamper/expire/invalid-key.
- tests/unit/storage/copy-and-verify.test.ts — sha256 mismatch on
round-trip aborts the migration.
- tests/integration/storage/proxy-route.test.ts — happy path, wrong
HMAC secret, expired token, replay rejection.
Phase 6a ships zero file-bearing tables — TABLES_WITH_STORAGE_KEYS is
intentionally empty. berth_pdf_versions and brochure_versions land in
Phase 6b and join the list there. Existing s3_key columns: only
gdpr_export_jobs.storage_key, already named correctly — no rename needed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
15d4849030 | feat(recommender): API endpoint + interest-detail panel + add-to-interest dialog | ||
|
Matt Ciaccio
|
fb1116f1d4 |
feat(berths): public berths API + health env-match endpoint
Adds the read-only public-website data feed promised by plan §4.5 and
§7.3. The marketing site's `getBerths()` swap is now a one-line URL
change against the existing 5-min TTL behaviour.
- src/app/api/public/berths/route.ts: GET / unauth, returns the full
port-nimara berth list as { list, pageInfo } in the verbatim NocoDB
shape ("Mooring Number", "Side Pontoon", quoted-key fields). Cache:
s-maxage=300 + stale-while-revalidate=60. portSlug query param lets
future ports opt in.
- src/app/api/public/berths/[mooringNumber]/route.ts: GET single. Up-
front regex validation (^[A-Z]+\\d+$) rejects malformed lookups with
400 + cache-control:no-store before hitting the DB. 404 + no-store
when not found.
- src/app/api/public/health/route.ts: returns { status, env, appUrl,
timestamp } so the marketing site can refuse to start when its
CRM_PUBLIC_URL points at a different deployment env (§14.8 critical
env-mismatch protection).
- src/lib/services/public-berths.ts: pure mapper with derivePublicStatus
("sold" wins; otherwise specific-interest junction OR
status='under_offer' -> "Under Offer"; else "Available").
- 11 unit tests covering numeric coercion, status derivation,
archived-berth handling, missing-map-data omission, and the
status-precedence rule that "sold" trumps the specific-interest
signal.
Smoke-tested: /api/public/berths -> 117 rows, A1 correctly shows
"Under Offer" (has interest_berths.is_specific_interest=true link),
INVALID -> 400, Z99 -> 404. Total tests: 996 -> 1007.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
6e3d910c76 |
refactor(interests): migrate callers to interest_berths junction + drop berth_id
Phase 2b of the berth-recommender refactor (plan §3.4). Every caller of the legacy `interests.berth_id` column now reads / writes through the `interest_berths` junction via the helper service introduced in Phase 2a; the column itself is dropped in a final migration. Service-layer changes - interests.service: filter `?berthId=X` becomes EXISTS-against-junction; list enrichment uses `getPrimaryBerthsForInterests`; create/update/ linkBerth/unlinkBerth all dispatch through the junction helpers, with createInterest's row insert + junction write sharing a single transaction. - clients / dashboard / report-generators / search: leftJoin chains pivot through `interest_berths` filtered by `is_primary=true`. - eoi-context / document-templates / berth-rules-engine / portal / record-export / queue worker: read primary via `getPrimaryBerth(...)`. - interest-scoring: berthLinked is now derived from any junction row count. - dedup/migration-apply + public interest route: write a primary junction row alongside the interest insert when a berth is provided. API contract preserved: list/detail responses still emit `berthId` and `berthMooringNumber`, derived from the primary junction row, so frontend consumers (interest-form, interest-detail-header) need no changes. Schema + migration - Drop `interestsRelations.berth` and `idx_interests_berth`. - Replace `berthsRelations.interests` with `interestBerths`. - Migration 0029_puzzling_romulus drops `interests.berth_id` + the index. - Tests that previously inserted `interests.berthId` now seed a primary junction row alongside the interest. Verified: vitest 995 passing (1 unrelated pre-existing flake in maintenance-cleanup.test.ts), tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
8699f81879 |
chore(style): codebase em-dash sweep + minor layout polish
Replaces every em-dash and en-dash with regular ASCII hyphens across comments, JSX strings, and dev-facing logs. Mostly cosmetic but stops the inconsistent mix that crept in over the last few months (some files used em-dashes in comments, others didn't, some used both). Bundles two small dashboard-layout tweaks that touch a couple of already-modified files: - (dashboard)/layout.tsx main padding goes from p-6 to pt-3 px-6 pb-6 so page content sits closer to the topbar. - Sidebar now receives the ports list it needs for the footer port switcher. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
77ad10ced1 |
feat(dashboard): custom date range + KPI port-hydration gate
DateRangePicker grows a "Custom range" mode (From/To inputs capped at today, mutually-bounded so From <= To). dashboard-shell threads the range through to /api/v1/analytics, which validates calendar dates via ISO round-trip and enforces a 365-day cap as a backstop against the occupancy timeline N+1. KpiCards now gates its query on currentPortId so the early unhydrated-store fetch can't cache a zeroed/error response and display "-" until staleTime expires. MyRemindersRail drops xl:h-full so the rail no longer stretches past its grid row and overlaps ActivityFeed below. useRealtimeInvalidation switches to partial-prefix queryKeys so a realtime mutation invalidates every cached range bucket at once instead of just the one currently visible. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
f5772ce318 |
feat(analytics): Umami integration with per-port admin settings
Adds /[portSlug]/website-analytics dashboard page (pageviews, top pages, top referrers) and a per-port admin config UI for the Umami URL / website-ID / API token. Settings live in system_settings keyed per-port so a future second port has its own Umami account. Adds a website glance tile to the main dashboard, a server-side test-credentials endpoint, and a stable cache key for the active- visitor poll so React Query doesn't fragment the cache per range. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
49d34e00c8 |
feat(website-intake): dual-write endpoint + migration chain repair
Adds website_submissions table + shared-secret POST endpoint so the marketing site can dual-write inquiries alongside its NocoDB write. Race-safe via INSERT ... ON CONFLICT, idempotent on submission_id, refuses every request when WEBSITE_INTAKE_SECRET is unset. Also repairs pre-existing 0020/0021/0022 prevId collision (renumbered + journal re-sorted) so db:generate works again. 11 unit tests. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
4bcc7f8be6 |
feat(dedup): runtime surfaces — merge service, at-create suggestion, admin queue (P2)
Adds the live dedup pipeline on top of the P1 library + P3 migration
script. The new `client/interest` model now actively prevents duplicate
client records at creation time and gives admins a queue to triage
the borderline pairs the at-create check missed.
Three layers, per design §7:
Layer 1 — At-create suggestion
==============================
`GET /api/v1/clients/match-candidates`
Accepts free-text email / phone / name from the in-flight client
form, normalizes them via the dedup library, and returns scored
matches against the port's live client pool. Filters out
low-confidence noise (the background scoring queue picks those up
separately). Strict port scoping; never leaks across tenants.
`<DedupSuggestionPanel>` (`src/components/clients/dedup-suggestion-panel.tsx`)
Debounced React Query hook. Renders nothing for short inputs or
no useful match. On a high-confidence match it interrupts visually
with an amber-tinted card and a "Use this client" primary button.
Medium confidence falls back to a softer "possible match — check
before creating" treatment.
`<ClientForm>`
Renders the panel above the form (create path only — skipped on
edit). New `onUseExistingClient` callback fires when the user
picks the existing client; the form closes and the parent decides
what to do (typically: navigate to that client's detail page or
open the create-interest dialog pre-filled).
Layer 2 — Merge service
=======================
`mergeClients` (`src/lib/services/client-merge.service.ts`)
The atomic merge primitive that everything else calls. Single
transaction. Per §6 of the design:
- Locks both rows (FOR UPDATE) so concurrent merges of the same
loser fail with a clear error rather than racing.
- Snapshots the full loser state (contacts / addresses / notes /
tags / interest+reservation IDs / relationship rows) into the
`client_merge_log.merge_details` JSONB column for the eventual
undo flow.
- Reattaches every loser-side row to the winner: interests,
reservations, contacts (skipping duplicates by `(channel, value)`),
addresses, notes, tags (deduped), relationships.
- Optional `fieldChoices` — per-scalar overrides letting the user
keep the loser's value for fullName / nationality / preferences /
timezone / source.
- Marks the loser archived with `mergedIntoClientId` set (a redirect
pointer for stragglers; never hard-deleted within the undo window).
- Resolves any matching `client_merge_candidates` row to status='merged'.
- Writes audit log entry.
Schema additions:
- `clients.merged_into_client_id` (nullable text, indexed) — the
redirect pointer set on archive.
Tests: 6 cases against a real DB — happy path moves rows + writes log;
self-merge / cross-port / already-merged refused; duplicate-contact
deduped on reattach; fieldChoices copies loser values to winner.
Layer 3 — Admin review queue
============================
`GET /api/v1/admin/duplicates`
Pending merge candidates (status='pending') for the current port,
with both client summaries hydrated for side-by-side rendering.
Skips pairs where one side is already archived/merged.
`POST /api/v1/admin/duplicates/[id]/merge`
Confirms a candidate. Body picks the winner; the other side
becomes the loser. Calls into `mergeClients` — the only path that
writes `client_merge_log`.
`POST /api/v1/admin/duplicates/[id]/dismiss`
Marks the candidate dismissed. Future scoring runs skip the same
pair until a score change recreates the row.
`<DuplicatesReviewQueue>` (`/admin/duplicates`)
Side-by-side card UI for each pending pair. Click a card to pick
the winner; the other side is automatically the loser. Toolbar:
"Merge into selected" + "Dismiss". No per-field merge editor in
this PR — that's a future polish; the simple "pick the better row"
flow handles ~80% of cases.
Test coverage
=============
11 new integration tests (76 added in this branch total):
- 6 mergeClients (atomicity, refusal cases, contact dedup,
fieldChoices)
- 5 match-candidates API (shape, port scoping, confidence tiers,
Pattern F false-positive guard)
Full vitest: 926/926 passing (was 858 before the dedup branch).
Lint: clean. tsc: clean for new files (only pre-existing errors in
unrelated `tests/integration/` files remain, same as before this PR).
Out of scope, deferred
======================
- Background scoring cron that populates `client_merge_candidates`
(the queue is empty until this lands; manual seeding works for
now via the at-create flow).
- Side-by-side per-field merge editor with checkboxes (the simple
"pick the winner" UX shipped here covers ~80% of real cases).
- Admin settings UI for tuning the dedup thresholds. Defaults from
the design (90 / 50) are baked in for now.
- `unmergeClients` (the snapshot is captured in client_merge_log;
the undo endpoint just hasn't been wired yet).
These are all natural follow-up PRs that don't block shipping the
runtime UX.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
e2398099c4 |
test(audit-fixes): cover the new permission and webhook surfaces
Adds integration coverage for the routes / handlers shipped in the preceding audit-fix commits, plus refactors two route files to expose inner handlers from a sibling `handlers.ts` (the pattern used elsewhere in `src/app/api/v1`) so tests can call them without the `withAuth(withPermission(…))` wrapper. New tests (18 cases across 4 files): - `tests/integration/portal-auth.test.ts` (6) — verifyPortalToken rejects tokens missing `aud: 'portal'` or `iss: 'pn-crm'`, with the wrong audience (CRM-session-replay shape) or wrong issuer, plus a round-trip happy path. Locks in the portal-vs-CRM token isolation. - `tests/integration/api/saved-views-ownership.test.ts` (6) — patch and delete handlers return 403 for a different user, 404 for an unknown id or cross-port id, and 200 for the owner. Ownership is enforced at the route layer regardless of the service's internal filtering. - `tests/integration/api/berth-reservations-list.test.ts` (3) — the new global list returns rows for the current port only and honors pagination params. A reservation in a different port never leaks. - `tests/integration/documents-expired-webhook.test.ts` (3) — handleDocumentExpired flips the document to `expired`, also flips the linked interest's `eoiStatus`, writes a `documentEvents` row, and is a no-op (not a throw) when the documensoId is unknown. Refactors: - `src/app/api/v1/saved-views/[id]/route.ts` extracts `patchHandler` / `deleteHandler` (and the shared `assertViewOwner`) into `handlers.ts`. The route file is now a 4-line `withAuth(handler)` wrapper. - `src/app/api/v1/berth-reservations/route.ts` extracts `listHandler` similarly. Tests import directly from `handlers.ts`. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
57a099acc4 |
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
a391934b73 |
feat(marina): end-reservation UI + global list, yacht tabs, dashboard distinct count
- End-reservation: API handler existed but had no UI surface. Adds an
"End reservation" button + date dialog on the reservation detail page,
visible only when status is `active`.
- New port-scoped `GET /api/v1/berth-reservations` list endpoint and
`[portSlug]/berth-reservations` page so users can see all reservations
across all berths from one place (was 404).
- Berths "Edit" menu pushed `/berths/{id}?edit=true` but the detail page
never read the param — it now auto-opens the edit sheet on mount and
strips `edit` from the URL.
- Reservation detail no longer shows raw 8-char UUIDs for Berth / Yacht
/ Client; reuses the lazy-fetching link components from the list view.
- Yacht "Interests" and "Reservations" tabs replaced their "Coming soon"
stubs with real lists fetched from the existing service routes.
- Dashboard "Pipeline Value" KPI used `select(berthId, price)` and
summed per active interest, so a berth with three open interests was
counted three times. Switched to `selectDistinct(berthId, price)`.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
e3e0e69c04 |
fix(documenso): expired event, real signer emails, query invalidation, double-fire
- Wire the `DOCUMENT_EXPIRED` webhook event to `handleDocumentExpired`.
Previously the handler existed but was never called, leaving expired
EOIs stuck in `sent` / `partially_signed` forever.
- `sendForSigning` now resolves real port-configured signer emails via
`getPortEoiSigners(portId)` instead of fabricating
`developer@{slug}.com` / `sales@{slug}.com`. The Documenso-template
pathway was already using these; the upload-PDF pathway now matches.
- `handleRecipientSigned` logs a warning when the email match returns
zero rows so a misconfigured signer isn't a silent no-op.
- `handleDocumentCompleted` skips berth-rule re-evaluation when the
interest is already at or past `eoi_signed`, preventing a double-fire
when `DOCUMENT_SIGNED` and `DOCUMENT_COMPLETED` arrive close together.
- EOI generate dialog now invalidates by predicate (any queryKey
starting with `'documents'`) so the Documents tab and hub counts
refresh after generation, instead of missing because the actual
query key shape didn't match the targeted invalidation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
6af2ac9680 |
fix(auth): harden admin gate, X-Port-Id, portal JWT, saved-views
- Add server-side `<admin>/layout.tsx` that redirects non-super-admins to `/[portSlug]/dashboard`. Closes the gap where any authed user could guess the URL and reach Users / Roles / Audit Log / Backup. - `withAuth` super-admin branch now 404s when the requested portId does not match a real port row, preventing a compromised super-admin session from operating against a fabricated portId. - Portal JWTs now carry `aud: 'portal'` + `iss: 'pn-crm'` claims and `verifyPortalToken` requires both, so a portal token can no longer be replayed against the CRM session path or vice versa. In-flight tokens (≤24h) will be invalidated once on deploy. - `saved-views/[id]` PATCH and DELETE now do an explicit ownership check before the service call, returning 403 instead of relying on the service's internal userId filter. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
||
|
Matt Ciaccio
|
76a7387dcc |
fix(ux): batch UX audit fixes across spine pages
Comprehensive audit findings rolled up into one pass.
Bugs:
- dialog.tsx — sm-breakpoint centering classes (sm:left-[50%] /
sm:top-[50%]) were being silently stripped by tailwind-merge because
the base inset-0 + sm:inset-auto pair counted as a conflict. Replaced
with explicit per-side utilities (top-0 right-0 bottom-0 left-0 +
sm:right-auto sm:bottom-auto). Every Dialog instance now centers
correctly on desktop. (Affected 16 dialog consumers.)
- interest-documents-tab.tsx — useQuery shared the queryKey
['interests', interestId] with the parent InterestDetail's query but
returned a different shape ({ data: ... } envelope vs unwrapped).
They clobbered each other's cache on tab mount, degenerating the
parent header to "Unknown Client" / "Open" briefly. Unified the
queryFn shape so the cache stays consistent.
- interest-tabs.tsx — milestone steps now derive done-state from
PIPELINE_STAGES.indexOf(currentStage) >= step.advanceStage_idx as
well as from the date stamp. Stage truth > date truth. Seeded /
imported interests that arrived past `open` without per-step dates
now correctly show their milestone steps as checked.
- interest-detail.tsx — wires useMobileChrome so the mobile topbar
shows the client name instead of the interest UUID.
- interest-documents-tab.tsx — empty state restructured to a centered
"No documents yet — Generate EOI" CTA card instead of a small
primary button floating in the corner.
- timeline/route.ts — synthesizes a "Created at <stage>" event when
no audit-log rows exist for the interest, so the Activity tab
isn't empty for seeded interests.
- lead-source-chart.tsx — pie radii switched from fixed 90px/50px
to "70%"/"40%" so the pie scales with the container instead of
being clipped at narrow widths; reserved 40px for the legend.
Visual / clarity:
- interest-detail-header.tsx — Won/Lost rendered as branded text
buttons on desktop ("Mark won", "Close as lost") and icon-only on
mobile via `hidden sm:inline`. Edit/Archive stay icon-only. Reopen
promoted to a labeled button when the interest is closed. Added
"Last contact Xd ago" to the meta row.
- detail-header-strip.tsx — py-4 → py-3 (tighter strip).
- interest-tabs.tsx — milestone cards: the next pending milestone
gets a brand-blue ring + "NEXT" pill so the user can see at a
glance which lifecycle to act on. Its primary action gets the
filled button variant.
- interest-tabs.tsx — Deposit milestone: invoice flow promoted to
primary CTA ("Create deposit invoice"), manual stage advance
demoted to a small text link ("Mark received manually"). Reflects
the actual recommended path now that recordPayment auto-advances
on payment.
- inline-editable-field.tsx — pencil affordance shown faintly
(opacity-20) at rest so users discover that fields are editable
without having to hover-test every label. Lifts to opacity-60 on
hover.
- constants.ts — STAGE_SHORT_LABELS map for cramped contexts;
pipeline-chart.tsx + pipeline-funnel-chart.tsx use them on mobile
via useIsMobile, so the rotated 9-stage axis isn't a wall of
overlap on a 393px screen.
- client-pipeline-summary.tsx — StageStepper rebuilt as a single
segmented progress bar instead of 9 micro-dots + connectors that
rendered inconsistently at tight widths. Each stage is an equal
slice that lights up as the interest reaches it; tooltips on hover
give the full stage name. Also dropped a pre-existing dead `br`
variable.
- dashboard empty states — Lead Source, Revenue Breakdown, Pipeline
Funnel, and Recent Activity now have helpful descriptions explaining
what populates them, instead of bare "No interests in range".
- use-paginated-query.ts — reuses `&` when the endpoint already has
`?`, so callers like the documents hub don't generate
`…?tab=eoi_queue&signatureOnly=true?page=1&limit=25` (which the API
rejected as 400). Caught while testing the now-removed EOI route
but applies broadly.
tsc clean. vitest 832/832 pass. eslint 0 errors (down from 1
pre-existing) on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
dbbd03fd22 |
feat(sales): admin-configurable EOI signers + richer timeline events
1. Per-port EOI signer config
- New `eoi_signers` system_settings key (JSON: { developer, approver },
each `{ name, email }`). Settings UI exposes it under Admin → Settings.
- getPortEoiSigners(portId) reads the setting with a typed validator;
falls back to the legacy David Mizrahi / Abbie May defaults if the
row is missing or malformed (so older ports keep working until an
admin saves a value).
- Both EOI generation pathways now read from the helper instead of
hardcoded constants:
* documenso-template path (generateAndSignViaDocumensoTemplate)
* in-app PDF-fill path (generateAndSignViaInApp)
2. Timeline upgrades
The interest detail Activity tab now distinguishes the new automation
events that arrived with sessions 1+2:
- Stage auto-advances (userId='system') get a small "Auto" pill and
carry their reason into the description (e.g. "Stage advanced to
EOI Signed (auto-advanced — EOI signed via Documenso)").
- outcome_set events show "Marked as Won" / "Marked as Lost — went
to another marina" with optional reason; trophy/X icons.
- outcome_cleared events show "Reopened to {stage}" with a refresh
icon.
- Document events humanized: "Document 'X' fully signed" instead
of "Document X: completed".
- Stage labels run through stageLabel() so the timeline shows the
human label, not the enum key.
- Timestamps switched to relative-time with full-date tooltip.
- "by system" is rendered plainly (no longer the literal user-id).
tsc clean. vitest 832/832 pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
ba5fb6db5e |
feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
||
|
Matt Ciaccio
|
d0540dca55 |
fix(build): extract route.ts handlers to handlers.ts (CLAUDE.md convention)
8 API route files were exporting handler functions directly from route.ts, which Next.js 15 rejects with "$NAME is not a valid Route export field". Per CLAUDE.md convention, service-tested handler functions live in sibling handlers.ts files and route.ts only re-exports the GET/POST/etc. wrapped in withAuth(withPermission(...)). Discovered during the mobile-foundation Task 24 build validation; the route files predate this branch but the build was never re-run on data-model. Files: - berth-reservations/[id], companies/autocomplete, companies/[id]/members + nested mid/set-primary, yachts/autocomplete, yachts/[id]/transfer, yachts/[id]/ownership-history - Integration tests updated to import from handlers.ts (companies, memberships, reservations, yachts-detail) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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4eea19a85b |
sec: lock down 5 cross-tenant FK gaps from fifth-pass review
1. HIGH — reminders.create/updateReminder accepted clientId/interestId/
berthId from the body and persisted them with no port check; getReminder
then hydrated the row via Drizzle relations (no port filter on the
join), so a port-A user with reminders:create could exfiltrate any
port-B client/interest/berth row by guessing its UUID. New
assertReminderFksInPort gates create + update.
2. HIGH — listRecommendations(interestId, _portId) discarded portId
entirely; the route GET /api/v1/interests/[id]/recommendations
forwarded the URL id straight through. A port-A user with
interests:view could read any other tenant's recommended berths
(mooring numbers, dimensions, status). Service now verifies the
interest belongs to portId and joins berths filtered by port.
3. HIGH — Berth waiting list. The PATCH route did not pre-check that
the berth belonged to ctx.portId — a port-A user with
manage_waiting_list could reorder a port-B berth's queue. Separately,
updateWaitingList accepted arbitrary entries[].clientId and inserted
them without verifying tenancy, polluting the table with foreign-port
FKs. Both gaps closed.
4. MEDIUM — setEntityTags (clients/companies/yachts/interests/berths)
accepted any tagId and inserted into the join table. The tags table
is per-port but the join only carries a single-column FK. The
downstream getById join `tags ON join.tag_id = tags.id` has no port
filter, so a foreign tag's name + color render in the requesting port.
Helper now batch-validates tagIds belong to portId before insert.
5. MEDIUM — /api/v1/custom-fields/[entityId] PUT had no withPermission
gate (any role, including viewer, could write) and didn't validate
that the URL entityId pointed at a port-scoped entity of the field
definition's entityType. Route now uses
withPermission('clients','view'/'edit',…); service validates the
entityId per resolved entityType (client/interest/berth/yacht/company)
against portId.
Test mocks updated to cover the new entity-port-scope check.
818 vitest tests pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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47a1a51832 |
sec: webhook SSRF guard, IMAP-sync owner check, watcher port membership
Three findings from a fourth-pass review: 1. MEDIUM — webhook URL SSRF. The validator only enforced HTTPS+URL parse; it accepted private/loopback/link-local/.internal hosts. The delivery worker fetched arbitrary URLs and persisted up to 1KB of response body into webhook_deliveries.response_body, which is then surfaced via the deliveries listing endpoint — a port admin could register a webhook to an internal HTTPS endpoint, hit the test endpoint to force immediate dispatch, and read the response back. Validator now rejects RFC-1918/loopback/link-local/CGNAT/ULA IPs (v4 + v6) and .internal/.local/.localhost/.lan/.intranet/.corp suffixes; the worker re-resolves the hostname at dispatch time and blocks before fetch (DNS rebinding defense). 21-case unit test covers the matrix. 2. MEDIUM — POST /api/v1/email/accounts/[id]/sync had no owner check. Any user with email:view could enqueue an inbox-sync job for any accountId, which the worker would honour using the foreign user's decrypted IMAP credentials and advance the account's lastSyncAt (data-loss risk on the legitimate owner's next sync). Route now asserts account.userId === ctx.userId before enqueueing, matching the toggle/disconnect endpoints. 3. MEDIUM — addDocumentWatcher (and the wizard / upload watcher inserts) didn't validate the watcher's userId belonged to the document's port. notifyDocumentEvent then emitted a real-time socket toast + email containing the document title to the foreign user. New assertWatchersInPort helper verifies each candidate has a userPortRoles row for the port (super-admin bypass). 818 vitest tests pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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9a5479c2c7 |
sec: lock down socket.io room subscription + crm-invite cross-tenant ops
1. HIGH — Socket.IO accepted client-supplied `auth.portId` in the
handshake without verifying the user actually held a role in that
port, then unconditionally joined the socket to `port:${portId}`.
The `join:entity` handler also skipped authorization. This let any
authenticated CRM user receive realtime events from any other
tenant: invoice numbers + totals + client names, document signer
emails, registration events with full client name + berth, file
uploads, etc. Auth middleware now resolves the user's
userPortRoles (or isSuperAdmin) before honouring portId, and
join:entity verifies the entity's port matches a port the user
has access to. Pre-existing pre-branch issue but fixed here given
the explicit "all data is extremely sensitive" directive.
2. MEDIUM — listCrmInvites issued a global SELECT with no port
scope. The crm_user_invites table has no portId column (invites
mint global better-auth users, then port roles are assigned
later). The previous gating on per-port admin.manage_users let
any director enumerate every other tenant's pending invitee
emails + isSuperAdmin flags — a phishing target list and a
super-admin onboarding timing oracle. Restrict GET (list),
DELETE (revoke), and POST resend to ctx.isSuperAdmin.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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e06fb9545b |
sec: lock down 5 cross-tenant IDORs uncovered in second-pass review
1. HIGH — /api/v1/admin/ports/[id] PATCH+GET let any port-admin (manage_settings) mutate any other tenant's port row by passing the foreign id in the path. Now non-super-admins must target their own ctx.portId; listPorts and createPort are super-admin only. 2. HIGH — Invoice create/update accepted arbitrary expenseIds and linked them into invoice_expenses with no port check; the GET response then re-emitted those foreign expense rows via the linkedExpenses join. assertExpensesInPort now validates each id belongs to the caller's portId before insert; getInvoiceById's join filters by expenses.portId as defense-in-depth. 3. HIGH — Document creation paths (createDocument, createFromWizard, createFromUpload) persisted user-supplied clientId/interestId/ companyId/yachtId/reservationId without verifying those FKs were in-port. sendForSigning then loaded the foreign client/interest by id alone and pushed their PII into the Documenso payload. New assertSubjectFksInPort helper rejects out-of-port FKs at create time; sendForSigning's interest+client lookups now also filter by portId. 4. MEDIUM — calculateInterestScore read its redis cache before verifying portId, and the cache key was interestId-only — a foreign-port caller could observe a cached score breakdown. Cache key now includes portId, and the port-scope DB lookup runs before any cache.get. 5. MEDIUM — AI email-draft job results were retrievable by anyone who could guess the BullMQ jobId (default sequential integers). Job ids are now random UUIDs, requestEmailDraft validates interestId/ clientId belong to ctx.portId before enqueueing, the worker's client lookup is port-scoped, and getEmailDraftResult requires the caller to match the original requester's userId+portId before returning the drafted subject/body. The interest-scoring unit test that asserted "DB is bypassed on cache hit" is updated to reflect the new (security-correct) ordering. Two new regression test files cover the email-draft binding (5 tests). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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4c5334d471 |
sec: gate super-admin invite minting, OCR settings, and alert mutations
Three findings from the branch security review:
1. HIGH — Privilege escalation via super-admin invite. POST
/api/v1/admin/invitations was gated only by manage_users (held by the
port-scoped director role). The body schema accepted isSuperAdmin
from the request, createCrmInvite persisted it verbatim, and
consumeCrmInvite copied it into userProfiles.isSuperAdmin — granting
the new account cross-tenant access. Now the route rejects
isSuperAdmin=true unless ctx.isSuperAdmin, and createCrmInvite
requires invitedBy.isSuperAdmin as defense-in-depth.
2. HIGH — Receipt-image exfiltration via OCR settings. The route
/api/v1/admin/ocr-settings (and the sibling /test) were wrapped only
in withAuth — any port role including viewer could PUT a swapped
provider apiKey + flip aiEnabled, redirecting every subsequent
receipt scan to attacker infrastructure. Both are now wrapped in
withPermission('admin','manage_settings',…) matching the sibling
admin routes (ai-budget, settings).
3. MEDIUM — Cross-tenant alert IDOR. dismissAlert / acknowledgeAlert
issued UPDATE … WHERE id=? with no portId predicate. Any
authenticated user with a foreign alert UUID could mutate it. Both
service functions now require portId and add it to the WHERE; the
route handlers pass ctx.portId.
The dev-trigger-crm-invite script passes a synthetic super-admin caller
identity since it runs out-of-band.
The two public-form tests randomize their IP prefix per run so a fresh
test process doesn't collide with leftover redis sliding-window entries
from a prior run (publicForm limiter pexpires after 1h).
Two new regression test files cover the fixes (6 tests).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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61e40b5e76 |
chore(ops): split /api/health (liveness) from /api/ready (readiness)
Previously /api/health did deep dependency probes (postgres + redis + minio) and 503'd on any failure. That's readiness behavior, not liveness — a transient Redis/MinIO blip would tell the orchestrator to restart the pod when it should only be dropped from the load balancer. Make /api/health a thin liveness check (returns 200 unconditionally if the process is responding) and move the deep checks to a new /api/ready endpoint with the canonical Kubernetes-style 200/503 contract. Docker-compose healthchecks keep pointing at /api/health, which is now more conservative (no false-positive container restarts). Documenso/SMTP are intentionally not probed in /api/ready: each tenant configures its own credentials and a tenant misconfiguration shouldn't deadline the entire shared CRM. Also tighten the gdpr-bundle-builder casts: replace the scattered `as unknown as Record<string, unknown>` double-casts with a small `toJsonRow<T>()` helper that does the widen narrow→wide in one place with one cast hop instead of two. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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43f68ca093 |
chore(hardening): maintenance jobs, defense-in-depth, redis-backed public rate limit
- maintenance worker now expires GDPR export bundles (db row + MinIO object) on the gdpr_exports.expires_at boundary, plus 90-day retention sweep on ai_usage_ledger; both jobs scheduled daily. - portId scoping added to listClientRelationships and listClientExports (defense-in-depth — parent-resource gates already prevent cross-tenant reads, but service layer should enforce on its own). - SELECT FOR UPDATE on parent client/company row inside add/update address transactions to serialize concurrent isPrimary toggles. - public /interests + /residential-inquiries endpoints swap their in-memory ipHits maps for the redis sliding-window limiter via the new rateLimiters.publicForm config (5/hr/IP), so the cap survives restarts and is shared across worker processes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |