letsbe/pn-new-crm
1
0
Fork 0
Code Issues Pull Requests 1 Actions Packages Projects Releases Wiki Activity
224 Commits 7 Branches 0 Tags
d197f8b321986e0a0b4012918339a1f92de87928
Commit Graph

174 Commits

Author SHA1 Message Date
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
Matt Ciaccio
46bd8aaef1 fix: allow /portal and /api/portal paths without CRM session 
The portal has its own JWT-based auth (withPortalAuth). The CRM
middleware was redirecting /portal/login and /api/portal/auth/request
to /login, breaking the magic-link flow for unauthenticated clients.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-22 17:22:53 +02:00
Matt Ciaccio
9d815c4dcc fix: wrap useSearchParams pages in Suspense for prerender 
Next.js 15 static prerender bails out when useSearchParams is used
outside a Suspense boundary. Extract the hook-using component into
an inner child and wrap it in Suspense at the page root.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-22 02:06:39 +02:00
Matt
4552187b9f feat: add inquiry notification settings to admin settings UI
Some checks failed
Build & Push Docker Images / lint (push) Successful in 58s
Details
Build & Push Docker Images / build-and-push (push) Failing after 3m57s
Details 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-14 13:16:20 -04:00
Matt
d0c12d74e4 feat: wire inquiry notifications into public interest endpoint 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-14 13:04:26 -04:00
Matt
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
Matt
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
Matt
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
Matt
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
Matt
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
Matt
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
Matt
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
Matt
8df8ded46c Add user settings, audit log, berth CRUD, and missing endpoints 
- PATCH /api/v1/me: self-service profile update (name, phone, timezone)
- User settings page with profile editor + notification preferences
- Audit log API with filtering (entity, action, user, date range)
- Audit log page with search, entity type, and action filters
- Berth create/delete: POST /api/v1/berths + DELETE /api/v1/berths/[id]
- Client duplicates endpoint: GET /api/v1/clients/duplicates?name=
- Replace settings and audit stub pages with real implementations

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-08 19:45:56 -04:00
Matt
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
Matt
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
Matt
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
Matt
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
Matt
082d4f20e3 Fix all TypeScript errors: restore proper types and typed route casts
Some checks failed
Build & Push Docker Images / lint (push) Successful in 1m16s
Details
Build & Push Docker Images / build-and-push (push) Failing after 4m42s
Details 
- 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
Matt
4c20bcffcd Fix all ESLint errors: remove unused imports, replace any types
Some checks failed
Build & Push Docker Images / lint (push) Failing after 1m10s
Details
Build & Push Docker Images / build-and-push (push) Has been skipped
Details
Build & Push Docker Images / deploy (push) Has been skipped
Details 
- 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
Matt
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
Some checks failed
Build & Push Docker Images / build-and-push (push) Has been cancelled
Details
Build & Push Docker Images / deploy (push) Has been cancelled
Details
Build & Push Docker Images / lint (push) Has been cancelled
Details 
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