Commit Graph

97 Commits

Author SHA1 Message Date
Matt Ciaccio
9d7decfc5b feat(invoices): polymorphic billing entity with snapshot clientName
Wires the billingEntityType/billingEntityId columns (added in PR 1) through
the invoice validator and service. Clients can now be billed as either a
client or a company; clientName becomes a snapshot derived from the entity
at create time.

- createInvoiceSchema: replace clientName with billingEntity {type,id}
- listInvoicesSchema: add billingEntityType/billingEntityId filters
- createInvoice: resolveBillingEntity helper (tenant-scoped; tx-aware)
  falls back to entity primary email/address when not supplied
- listInvoices: honor new billing-entity filters
- updateInvoice: unchanged — billing entity is fixed after create
- invoice wizard step 1: temporary billing-entity id input (Task 10.2
  replaces this with a proper picker)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 16:02:00 +02:00
Matt Ciaccio
c685c9fada feat(recommendations): read yacht dimensions from yachts table
Switch recommendations engine to read yacht dimensions (lengthFt, widthFt,
draftFt) from the yachts table via interest.yachtId instead of from the
deprecated client fields. Cross-tenant safety is maintained by scoping the
yacht lookup to the same portId. Falls back gracefully to null dimensions
when interest.yachtId is null or yacht is not found.

- Modified: src/lib/services/recommendations.ts — replaced client.yacht*Ft
  fields with yacht table lookups via interest.yachtId
- Created: tests/integration/recommendations-yacht-dims.test.ts — 4 tests
  covering happy path, null-yacht fallback, cross-tenant safety, and
  dimension-based scoring

All 594 tests passing, tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:51:17 +02:00
Matt Ciaccio
71d7daf1ae feat(search): index yachts and companies alongside clients
Extend the global search service to include yacht and company results
using ILIKE matching on name, hull number, registration, legal name,
and tax ID. Results are tenant-scoped and exclude archived rows.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:47:54 +02:00
Matt Ciaccio
1fd05a886d feat(public-interest): atomic client+yacht+company+interest trio
Restructures the public interest endpoint to create the yacht as a
first-class row (owned by the new client, or by a newly upserted
company when a company block is provided) and writes the yacht_id
onto the new interest. All writes now run inside a single
transaction instead of the previous unwrapped sequence.

The public validator gains structured `yacht` (required) and
`company` (optional) sub-objects; legacy flat fields remain in the
schema for backward compatibility but are silently ignored.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:42:45 +02:00
Matt Ciaccio
f9cb8003b5 feat(interests): wire yachtId, enforce ownership + stage-gate
- Add yachtId (optional) to createInterestSchema + listInterestsSchema
  (updateInterestSchema inherits it via partial() automatically).
- Add assertYachtBelongsToClient helper that accepts direct client
  ownership OR company-represented clients with an active membership
  in the owning company.
- createInterest + updateInterest validate yacht ownership whenever
  yachtId is supplied/changed.
- changeInterestStage rejects moving out of stage=open with yachtId
  null (ValidationError).
- listInterests filter supports yachtId.
- Integration tests cover all 7 paths; validator test for yachtId.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 15:34:44 +02:00
Matt Ciaccio
a14dc8143c feat(portal): surface yachts, memberships, reservations for portal users
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 14:43:12 +02:00
Matt Ciaccio
4c171848fc refactor(clients): strip deprecated fields + extend getClientById with yachts/companies/reservations
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 14:31:14 +02:00
Matt Ciaccio
367fc9800e refactor(clients): strip yacht/company/proxy fields from validator
Remove deprecated companyName, isProxy, proxyType, actualOwnerName, yacht
dimensions, and berthSizeDesired fields from createClientSchema and the
isProxy filter from listClientsSchema. First step of PR 8; cascading TS
errors in clients.service.ts and client-form.tsx are addressed in 8.2/8.3.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 14:25:10 +02:00
Matt Ciaccio
727e323288 feat(seed): rewrite seed for multi-cardinality refactor
Split seed into orchestrator (seed.ts) + per-port fixture builder
(seed-data.ts). Creates three ports (Port Nimara, Marina Azzurra,
Harbor Royale) and seeds each with a realistic multi-cardinality
dataset: 12 berths (5 available / 5 reserved / 2 sold), 8 clients
with contacts and primary addresses, 3 companies (2 active / 1
dissolved) with billing addresses, memberships exercising dual-
company ownership and ended state, 12 yachts (7 client-owned /
5 company-owned) plus matching open ownership-history rows, 3
completed ownership transfers per port (client <-> company), 15
interests spanning all pipeline stages, and 8 reservations (5
active on distinct berths / 2 ended / 1 cancelled). Seed wraps
per-port work in withTransaction and is idempotent: re-running
detects existing company rows and skips.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:26:37 +02:00
Matt Ciaccio
94f8b76a03 feat(events): register yacht, company, membership, reservation webhook events 2026-04-24 12:56:47 +02:00
Matt Ciaccio
90463269ce feat(api): yacht detail, patch, archive, transfer, history, autocomplete 2026-04-24 12:40:51 +02:00
Matt Ciaccio
a5036c6358 feat(api): GET/POST /api/v1/yachts
Add yacht list + create routes, export RouteHandler type and inner
handlers so tests can invoke them directly with a mock AuthContext.
New tests/helpers/route-tester.ts provides makeMockCtx/makeMockRequest
reusable by subsequent Task 3.x routes.
2026-04-24 12:35:25 +02:00
Matt Ciaccio
f743169354 feat(permissions): add yacht, company, membership, reservation keys 2026-04-24 12:30:06 +02:00
Matt Ciaccio
b053a6388e feat(eoi): shared context builder + tests 2026-04-24 12:20:40 +02:00
Matt Ciaccio
b1133c4e87 feat(reservations): service + validators + exclusivity tests
Adds the berth_reservations service covering the full lifecycle
(pending -> active -> ended/cancelled) with tenant scoping, DB-enforced
exclusivity on the idx_br_active partial unique index, and
client-or-company-member cross-checks for yacht ownership.

- validators: createPending / activate / end / cancel / list schemas
- service: createPending, activate, endReservation, cancel, getById,
  listReservations — with narrow 23505/idx_br_active catch that
  re-queries the conflicting active reservation
- socket events: berth_reservation:{created,activated,ended,cancelled}
- tests: unit (lifecycle, tenant, membership cross-check),
  integration (concurrent-activate ConflictError + re-activate after end)
2026-04-24 12:15:22 +02:00
Matt Ciaccio
15a79e7990 feat(company-memberships): service + validators + tests
Adds company-membership service with six operations (add, update, end,
setPrimary, listByCompany, listByClient), the corresponding Zod
validators, three socket events, and a unit-test suite covering the
portId-scoping rules, the unique_cm_exact conflict path, and the atomic
setPrimary transaction.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 12:07:58 +02:00
Matt Ciaccio
037f2544e8 feat(companies): service + validators + unit tests 2026-04-24 12:02:08 +02:00
Matt Ciaccio
7c408cf975 feat(yachts): list + owner-scoped list + autocomplete
Adds `listYachts`, `listYachtsForOwner`, and `autocomplete` to the
yacht service so UIs can page/filter yachts per port, look up all
yachts tied to a given client/company, and power search-as-you-type.

`listYachts` delegates to the shared port-scoped `buildListQuery`,
supporting search over name/hullNumber/registration plus ownerType,
ownerId and status filters; `autocomplete` caps at 10 results and is
tenant-scoped; `listYachtsForOwner` returns all yachts whose current
owner matches, newest first. Extends `makeYacht` factory to accept
flat `name`, `status`, `hullNumber`, `registration` overrides.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 00:03:36 +02:00
Matt Ciaccio
8a5cd1ef0e feat(yachts): atomic transferOwnership with partial-unique guard 2026-04-23 23:58:20 +02:00
Matt Ciaccio
d0ab4b8102 feat(yachts): updateYacht + archiveYacht 2026-04-23 23:52:24 +02:00
Matt Ciaccio
aaf4847fc2 refactor(yachts): use withTransaction helper per project convention 2026-04-23 23:47:12 +02:00
Matt Ciaccio
feacb8c7ac fix(yachts): run owner existence check inside transaction 2026-04-23 23:46:03 +02:00
Matt Ciaccio
2f2ad4452f feat(yachts): createYacht + getYachtById services with tests 2026-04-23 23:40:56 +02:00
Matt Ciaccio
27d438929b refactor(yachts): rename schema + consolidate tests per project conventions 2026-04-23 23:35:30 +02:00
Matt Ciaccio
899e588a0c feat(yachts): add zod validators + tests 2026-04-23 23:31:29 +02:00
Matt Ciaccio
077ba5bf6b feat(schema): wire yacht, company, reservation relations in Drizzle 2026-04-23 18:02:22 +02:00
Matt Ciaccio
14dac2f3e1 feat(documents): add yachtId/companyId to files and documents 2026-04-23 18:00:12 +02:00
Matt Ciaccio
117cfae52e feat(invoices): add billingEntityType/Id for polymorphic billing 2026-04-23 17:58:52 +02:00
Matt Ciaccio
d43298a74e feat(schema): add yachtId to interests and berth_waiting_list 2026-04-23 17:57:29 +02:00
Matt Ciaccio
88a87afa77 feat(reservations): add berth_reservations schema with partial unique exclusivity 2026-04-23 17:55:53 +02:00
Matt Ciaccio
299e893e2b feat(companies): add companies, memberships, addresses, notes, tags schema 2026-04-23 17:54:02 +02:00
Matt Ciaccio
51523e6768 feat(yachts): add yachts, ownership history, notes, tags schema 2026-04-23 17:51:19 +02:00
7313d8b3d0 feat: add email worker handlers for inquiry confirmation and sales notification
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 13:00:14 -04:00
c5c45accfc feat: add inquiry notification service for sales team targeting
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 12:58:55 -04:00
9a0c28020d feat: add inquiry email templates for client confirmation and sales notification
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 12:56:30 -04:00
44982a2878 feat: add optional plain-text fallback to sendEmail
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 12:54:25 -04:00
ae19170da8 feat: expand public interest schema with name split, address, berth
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 12:53:13 -04:00
f90dba036f feat: add partial unique index for single primary address per client
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 12:51:45 -04:00
59dd418542 feat: add client_addresses table for multi-address storage
Adds client_addresses table with cascade deletes, port scoping, primary address flag, and indexes. Updates clientsRelations and portsRelations, adds clientAddressesRelations. Generates migration 0000_narrow_longshot.sql.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 12:44:11 -04:00
8df8ded46c Add user settings, audit log, berth CRUD, and missing endpoints
- PATCH /api/v1/me: self-service profile update (name, phone, timezone)
- User settings page with profile editor + notification preferences
- Audit log API with filtering (entity, action, user, date range)
- Audit log page with search, entity type, and action filters
- Berth create/delete: POST /api/v1/berths + DELETE /api/v1/berths/[id]
- Client duplicates endpoint: GET /api/v1/clients/duplicates?name=
- Replace settings and audit stub pages with real implementations

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

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

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

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 15:47:11 -04:00
a13d7503cc Fix Docker build and production server infrastructure
- Add SKIP_ENV_VALIDATION to bypass Zod env check during next build
- Bundle custom server.ts with esbuild so production uses Socket.io
- Create worker entry point (src/worker.ts) with all BullMQ workers
- Add esbuild build scripts for server and worker bundles
- Fix Dockerfile.worker to include its own build stage
- Fix pre-commit hook to work without global pnpm
- Add CLAUDE.md with project conventions and quick reference

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 15:31:33 -04:00
082d4f20e3 Fix all TypeScript errors: restore proper types and typed route casts
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- Restore `as any` casts for Next.js typedRoutes on dynamic routes
- Use proper types for PDF templates, invoice/expense data, DB schema
- Fix PgColumn casts in sort helpers for expenses/invoices
- Add null guards for optional port/client in record-export
- Fix vitest config (remove invalid poolOptions)
- Lint: 0 errors, TypeScript: 0 errors

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:29:55 +01:00
4c20bcffcd Fix all ESLint errors: remove unused imports, replace any types
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- Remove ~60 unused imports and variables across 88 files
- Replace ~80 `any` type annotations with proper types (unknown,
  Record<string, unknown>, or specific types)
- Prefix unused callback args with underscore
- Fix unescaped JSX entities
- Lint now passes cleanly (0 errors, 2 intentional img warnings)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:06:18 +01:00
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
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Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00