d62822c284e1a3c3b4049412ad03df9e9e7b609c
13 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
Matt Ciaccio
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d62822c284 |
fix(migration): NocoDB import safety + dedup helpers + lead-source backfill
migration-apply: residential client + interest inserts now wrap in db.transaction so a partial failure can't leave an orphan client row without its interest (or vice versa). migration-transform: buildPlannedDocument returns null when there are no signers so the apply pass doesn't try to send a Documenso envelope without recipients. mapDocumentStatus gets an explicit "Awaiting Further Details" branch that no longer auto-promotes via stale sign-time fields. parseFlexibleDate handles ISO and DD-MM-YYYY inputs uniformly. backfill-legacy-lead-source: chunk UPDATE WHERE clause now isNull(source) on top of the inArray match, so a re-run can't overwrite a more accurate source written between batches. Adds 235 lines of vitest coverage on migration-transform. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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c612bbdfd9 |
fix(migration): legacy bare-mooring lookup + port-nimara berth backfill
Two issues surfaced when applying the migration to dev:
1. Mooring number format mismatch
The legacy NocoDB Interests table writes bare mooring strings
("D32", "B16", "A4"), but the new berths table (mirroring the
NocoDB Berths snapshot) uses zero-padded dashed form ("D-32",
"B-16", "A-04"). The interest→berth lookup missed every reference.
migration-apply.ts now tries the literal value first, then falls
back to a normalized form via `normalizeLegacyMooring(raw)`:
"D32" -> "D-32"
"A4" -> "A-04"
"E18" -> "E-18"
Multi-mooring strings ("A3, D30") are left as-is so they surface in
the warnings list for human review rather than silently picking one.
2. port-nimara only had the 12 hand-rolled seed berths, not the 117-
berth NocoDB snapshot
The mobile-foundation seed only places those 12 in port-nimara; the
117-berth snapshot was added later but only seeded into Marina
Azzurra (the secondary test port). Migrated interests reference
moorings well beyond A-01..D-03, so most lookups failed.
New scripts/load-berths-to-port-nimara.ts: idempotently loads any
missing snapshot berths into port-nimara without disturbing the
existing 12 (skips moorings that already exist). Run once;
subsequent runs no-op.
Result of full migration run on dev:
237 clients inserted (out of 245 total — 8 from prior seed)
406 contacts, 52 addresses, 38 yachts, 252 interests
27 interest→berth links resolved (only 13 source rows had a Berth
field set in NocoDB to begin with — most legacy interests are early
inquiries with no berth assignment)
1 unresolved warning: source=277 has multi-mooring "A3, D30"
Verified in UI:
/port-nimara/clients shows real names (John-michael Seelye, Reza
Amjad, Etiennette Clamouze, …)
/port-nimara/clients/<id> renders contacts (gmail.com addresses,
E.164 phones), tab counts (Interests N, Yachts N), pipeline summary
Dashboard: 245 clients, 266 active interests, $46.5M pipeline value
Pipeline funnel chart now shows real distribution (180 Open, 45
EOI Signed, dropoff through stages)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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872c75f1a1 |
fix(safety): plug 3 EMAIL_REDIRECT_TO leaks + 10 unit tests + live smoke
A pre-import audit caught three places where outbound comms could escape
even with EMAIL_REDIRECT_TO set. Plugged each, added unit tests so the
behavior can't silently regress, and shipped a live smoke script the
operator can run before any production data import.
Leak 1: email-compose.service.ts (per-account user composer)
Built its own nodemailer transporter and called sendMail() directly,
bypassing the centralized sendEmail()'s redirect. Now mirrors the same
redirect: when EMAIL_REDIRECT_TO is set, "to" is rewritten, "cc" is
dropped, and the subject is prefixed with "[redirected from <orig>]".
Leak 2: documenso-client.sendDocument()
Tells Documenso to actually email the document. Recipient emails were
rerouted at create-time (in pass-3) but a document created BEFORE the
redirect was turned on could still trigger a real-client email. Now
short-circuited when the redirect is set — returns the existing doc
shape so downstream code doesn't see an unexpected null.
Leak 3: documenso-client.sendReminder()
Same shape as sendDocument: emails a stored recipient address that may
predate the redirect. Now short-circuits with a warn-level log.
Tests (tests/unit/comms-safety.test.ts):
- createDocument rewrites recipients
- generateDocumentFromTemplate rewrites both v1.13 formValues.*Email
keys AND v2.x recipients[] arrays
- sendDocument is short-circuited (no /send call)
- sendReminder is short-circuited (no /remind call)
- createDocument passes through unchanged when redirect unset
- sendEmail rewrites to + subject for single recipient
- sendEmail handles array of recipients (joined into subject prefix)
- sendEmail passes through unchanged when redirect unset
- Webhook worker reads process.env.EMAIL_REDIRECT_TO at dispatch time
(no module-level caching that could miss a runtime flip)
Live smoke (scripts/smoke-test-redirect.ts):
Monkey-patches nodemailer.createTransport, calls the real sendEmail()
with a fake real-client address, verifies the captured outbound has
the right "to" + subject. Run: `pnpm tsx scripts/smoke-test-redirect.ts`.
Exits non-zero if the redirect failed for any reason — drop-in for a
pre-deploy check.
Verification:
pnpm exec tsc --noEmit — 0 errors
pnpm exec vitest run — 936/936 (was 926, +10 new safety tests)
pnpm tsx scripts/smoke-test-redirect.ts — PASS
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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c45aac551d |
feat(dedup): wire --apply path for NocoDB migration
Completes the migration script's apply phase, which was stubbed at
the P3 ship to defer until after the runtime surfaces (P2) and the
comms safety net were in place. Both prerequisites just landed on
main, so this unblocks the actual data import.
src/lib/dedup/migration-apply.ts (new):
Idempotent apply driver. Walks the MigrationPlan, inserting clients,
contacts, addresses, yacht stubs, and interests, threading every
insert through the migration_source_links ledger so re-runs against
the same data are safe. Per-entity transactions (not one giant
transaction) so partial-failure resumption is just "run again."
Per-entity behavior:
- clients: idempotent on (source_system, source_id, target_type=client)
across the entire dedup cluster — if any source row already maps
to a client, reuse that record.
- contacts: bulk insert, primary email + primary phone independent.
- addresses: bulk insert, port_id required (schema enforces it),
first address marked primary when multiple.
- yachts: minimal stub when the legacy interest had a yachtName,
currentOwnerType=client + currentOwnerId=migrated client. Linked
via migration_source_links target_type=yacht.
- interests: looks up berthId via mooring number, yachtId via the
stub above. Carries Documenso ID forward when present.
surnameToken from PlannedClient is dropped on insert (it's a dedup
blocking-index artifact; runtime dedup re-derives from fullName).
scripts/migrate-from-nocodb.ts:
- Removes the "not yet implemented" guard for --apply.
- Adds EMAIL_REDIRECT_TO precondition gate: --apply errors out unless
the env var is set, OR --unsafe-skip-redirect-check is also passed
(production cutover only). Refers to docs/operations/outbound-comms-safety.md.
- Re-fetches NocoDB at apply time (rather than reading a saved report
dir) so the data is always fresh. Re-running is safe via the
idempotency ledger.
- Resolves target port via --port-slug (or first port if omitted).
- Generates a UUID applyId tagged on every link, which pairs with a
future --rollback flag.
- Apply summary prints inserted/skipped counts per entity type plus
the first 20 warnings.
Verification: 0 tsc errors, 926/926 vitest passing, lint clean.
The actual end-to-end run requires NOCODB_URL + NOCODB_TOKEN in .env
which aren't configured in this checkout; that's the operator's next
step.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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3a9419fe10 |
chore(scripts): backfill client_contacts.value_e164 from value
One-shot script that walks every phone / whatsapp contact with `value`
set but `value_e164` null and runs the raw value through libphonenumber-js
to produce the canonical E.164 form. Matches the existing dedup
phone-parser shape (script-safe wrapper that loads metadata as raw JSON
to dodge the Node 25 + tsx interop bug).
Two output buckets:
- parsed cleanly: e164 + country both resolved (33/36 in dev).
- parsed e164 only: e164 came back but country didn't (3/36 — the
UK +44 7700 900xxx fictional/reserved range that libphonenumber
refuses to assign a country to but still returns a canonical e164
for). Still safe to write — the e164 form is the canonical one.
Run dry-first, --apply to write:
pnpm tsx scripts/backfill-phone-e164.ts
pnpm tsx scripts/backfill-phone-e164.ts --apply
Applied to dev DB this session: 36 rows backfilled, 0 still missing.
Will need to be re-run after any future seed reload that introduces
unparsed phones.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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18e5c124b0 |
feat(dedup): NocoDB migration script + tables (P3 dry-run)
Lands the one-shot migration pipeline from the legacy NocoDB Interests base into the new client/interest schema. Dry-run mode is fully operational: pulls the live snapshot, runs the dedup library, and writes a CSV + Markdown report under .migration/<timestamp>/. The --apply phase is stubbed for a follow-up PR per the design's P3 implementation sequence. Schema additions ================ - `client_merge_candidates` — pairs flagged by the background scoring job for the /admin/duplicates review queue. Status enum: pending / dismissed / merged. Unique-(portId, clientAId, clientBId) so the same pair can't surface twice. Empty until P2 lands the cron. - `migration_source_links` — idempotency ledger. Maps source-system rows (NocoDB Interest #624 → new client UUID) so re-running --apply against the same dry-run report skips already-imported entities. Both tables ship with the migration `0020_unusual_azazel.sql` — already applied to the local dev DB during this commit's preparation. Library ======= src/lib/dedup/nocodb-source.ts Read-only adapter for the legacy NocoDB v2 API. xc-token auth, auto-paginates until isLastPage, captures the table IDs from the 2026-05-03 audit. `fetchSnapshot()` pulls every relevant table in parallel into one in-memory object the transform layer consumes. src/lib/dedup/migration-transform.ts Pure function: NocoDB snapshot in, MigrationPlan out. Per row: - normalizes name / email / phone / country via the dedup library - parses the legacy DD-MM-YYYY / DD/MM/YYYY / ISO date formats - maps the 8-stage `Sales Process Level` enum to the new 9-stage pipelineStage - filters yacht-name placeholders ('TBC', 'Na', etc.) - merges Internal Notes + Extra Comments + Berth Size Desired into a single notes blob Then runs `findClientMatches` pairwise (with blocking) and union-finds clusters of rows whose score crosses the auto-link threshold (90). Lower-scoring pairs (50–89) become 'needs review'. Each cluster's "lead" row is picked by completeness score with recency tie-break. src/lib/dedup/migration-report.ts Writes three artifacts to .migration/<timestamp>/: - report.csv — one row per planned op, RFC-4180 escaped - summary.md — human-skimmable overview - plan.json — full structured plan for the --apply phase CSV cells with comma / quote / newline are quoted; internal quotes are doubled. No external CSV dep. src/lib/dedup/phone-parse.ts Script-safe wrapper around libphonenumber-js's `core` entry that loads `metadata.min.json` directly. The default `index.cjs.js` bundled by libphonenumber hits a metadata-shape interop bug under Node 25 + tsx (`{ default }` wrapping); core+JSON sidesteps it. The dedup `normalizePhone` and `find-matches` both use this wrapper now so the same code path runs in vitest, Next.js, and the migration CLI without surprises. src/lib/dedup/normalize.ts Tightened country resolution: added Caribbean short-form aliases ('antigua' → AG, 'st kitts' → KN, etc.) and a city map covering the US locations seen in the NocoDB dump (Boston, Tampa, Fort Lauderdale, Port Jefferson, Nantucket). Also relaxed phone parsing to drop the `isValid()` strict check — the libphonenumber min build rejects many real NANP-territory numbers, and dedup only needs a canonical E.164 to compare. CLI === scripts/migrate-from-nocodb.ts pnpm tsx scripts/migrate-from-nocodb.ts --dry-run → Pulls the live NocoDB base (NOCODB_URL + NOCODB_TOKEN env vars), runs the transform, writes report. No DB writes. pnpm tsx scripts/migrate-from-nocodb.ts --apply --report .migration/<dir>/ → Stubbed; exits with `not yet implemented` and a pointer to the design doc. Apply phase ships in a follow-up. Tests ===== tests/unit/dedup/migration-transform.test.ts (7 cases) Fixture-based regression. A frozen 12-row NocoDB snapshot covers every duplicate pattern in the design (§1.2). The test asserts: - 12 input rows → 7 unique clients (cluster math is right) - Patterns A / B / C / E auto-link - Pattern F (Etiennette Clamouze) does NOT auto-link - Every interest preserved as its own row even when clients merge - 8-stage → 9-stage enum mapping is correct per spec - Multi-yacht merge (Constanzo CALYPSO + Costanzo GEMINI under one client) — the design's signature win - Output is deterministic (run twice, identical) Validation against real data ============================ Ran `pnpm tsx scripts/migrate-from-nocodb.ts --dry-run` against the live NocoDB. Result on 252 Interests rows: - 237 clients (15 merged into 13 clusters) - 252 interests (one per source row) - 406 contacts, 52 addresses - 13 auto-linked clusters (every confirmed cluster from §1.2 audit) - 3 pairs flagged for review (Camazou, Zasso, one new) - 1 phone placeholder flagged Total dedup test count: 57 (50 from P1 + 7 fixture tests). Lint: clean. Tsc: clean for new files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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0fb7920db5 |
fix(auth/mobile): support LAN-IP access in dev + edge-to-edge auth bg
- branded-auth-shell: split the background image into a separate
fixed-positioned layer behind the layout. Previously the bg was on
a min-h-screen container and iOS Safari left visible whitespace at
the top/bottom when the URL bar showed/hid (the container's height
didn't match the visual viewport). Now the bg pins to the actual
visible viewport via `fixed inset-0`. min-h-[100dvh] also added
so the layout layer matches.
- auth client: derive baseURL from window.location.origin instead of
NEXT_PUBLIC_APP_URL. Same dev build now works whether opened on
localhost (Mac) or the LAN IP (iPhone on Wi-Fi).
- auth server: dynamic trustedOrigins function that allows
localhost / 127.x / 192.168.x / 10.x in dev (function form
inspects the incoming request's Origin). Production stays locked
to NEXT_PUBLIC_APP_URL.
- new dev helper: scripts/dev-set-password.ts to set a user's
better-auth password directly (bypasses the email-reset flow);
used to bootstrap matt@letsbe.solutions for mobile testing.
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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6eb0d3dc92 |
docs(ops): backup/restore + email deliverability runbooks
Two new runbooks under docs/runbooks/ plus the automation scripts the
backup runbook references. Both are written so an operator who has only
the off-site backup credentials and the runbook can recover the system
unaided.
Backup/restore (Phase 4a):
- docs/runbooks/backup-and-restore.md — covers what gets backed up
(Postgres / MinIO / .env+ENCRYPTION_KEY), schedule (hourly DB +
hourly MinIO mirror, 7-day hourly + 30-day daily retention),
cold-restore procedure with row-count verification, weekly drill
- scripts/backup/pg-backup.sh — pg_dump → gzip → optional GPG → mc
upload, fails loud
- scripts/backup/minio-mirror.sh — incremental mc mirror, no --remove
flag so accidental deletes on the live bucket can't cascade
- scripts/backup/restore.sh — interactive prod restore + --drill mode
that runs against a sandbox DB and diffs row counts
Email deliverability (Phase 4b):
- docs/runbooks/email-deliverability.md — what the CRM sends, DNS
records (SPF/DKIM/DMARC/MX), per-port override implications,
diagnosis flow ("didn't arrive" → 4-step checklist starting with
EMAIL_REDIRECT_TO), provider migration plan, realapi suite as the
end-to-end probe
Tests still 778/778 vitest, tsc/lint clean — these phases are docs +
shell scripts, no code changes.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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31fa3d08ec |
chore(cleanup): Phase 1 — gap closure across audit, alerts, soft-delete, perms
Multi-area cleanup pass closing partial-implementation gaps surfaced by the
post-i18n audit. No behavior changes for happy-path users; closes real
correctness/security holes.
PR1a Public yacht-interest endpoint i18n. /api/public/interests now accepts
phoneE164/phoneCountry, nationalityIso, address.{countryIso, subdivisionIso},
and company.{incorporationCountryIso, incorporationSubdivisionIso}.
Server-side parsePhone() fallback for legacy raw phone strings.
PR1b Alert rule registry trim. Two rule slots ('document.expiring_soon',
'audit.suspicious_login') were registered but evaluators returned [].
Both required schema/instrumentation that hadn't landed. Removed from
the registry; comments record the dependencies needed to revive them.
Effective rule count: 8 active.
PR1c vi.mock hoist + flake fix. Hoisted vi.mock calls to top-level in 5
integration test files; webhook-delivery uses vi.hoisted for the
queue-add ref. Vitest no longer warns about non-top-level mocks.
Deflaked the 'short value' assertion in security-encryption.test.ts
by switching plaintext from 'ab' to 'XY' (non-hex chars). 5/5 runs green.
PR1d Soft-delete reference audit. listClientOptions and listYachtsForOwner
now filter by isNull(archivedAt). Berths use status (no archivedAt).
PR1e Permission-matrix audit script + report. scripts/audit-permissions.ts
walks every src/app/api/v1/**/route.ts and reports handlers without a
withPermission() wrapper. Initial run found 33 violations.
- Allow-listed 17 with explicit reasons (self-data, admin, alerts,
search, currency, ai, custom-fields — some marked TODO).
- Wrapped 7 routes with concrete permissions: clients/options
(clients:view), berths/options (berths:view), dashboard/*
(reports:view_dashboard), analytics (reports:view_analytics).
Audit report at docs/runbooks/permission-audit.md. Script exits
non-zero on any unallow-listed violation so it can become a CI gate.
Vitest: 741 -> 741 (no new tests; existing suite covers the changes).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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e8d61c91c4 |
feat(platform): residential module + admin UI + reliability fixes
Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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65b241805e |
test(portal): IMAP full-lifecycle activation E2E + dev probe helper
New realapi spec walks the entire portal activation loop over real network: invite via the admin endpoint → wait for the activation email to land in the IMAP mailbox → extract the token from the body link → activate the portal user via the public API → sign in with the new password. The match logic deliberately doesn't filter on the TO header — the combination of EMAIL_REDIRECT_TO rewriting and +addressing made TO matching brittle. Instead we discriminate by sender (noreply@…), subject keyword, and body link pattern, which is unique enough to find exactly the email this test triggered. Companion script scripts/dev-imap-probe.ts dumps the most recent ~10 messages with from/to/subject/date — useful for debugging when an IMAP match goes wrong. Skips when IMAP_HOST / IMAP_USER / IMAP_PASS are absent so the suite stays portable. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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4441f1177f |
feat(portal): branded auth pages + legacy email styling + dev redirect override
- New PortalAuthShell component: blurred Port Nimara overhead background + circular logo + white rounded card, used by /portal/login, /portal/activate, /portal/reset-password - New email/templates/portal-auth.ts: table-based, responsive (max-width 600px / width 100%), matching the existing legacy inquiry templates; replaces the inline templates that lived in portal-auth.service - EMAIL_REDIRECT_TO env override: when set, sendEmail routes every outbound message to that address regardless of recipient and tags the subject with "[redirected from <original>]". Dev/test safety net only; unset in production - Portal password minimum length 12 → 9 (service + both API routes + client-side form) - Dev helper script scripts/dev-trigger-portal-invite.ts: seeds a portal user against the first port-nimara client and uses EMAIL_REDIRECT_TO as the stored email so the tester can sign in with the address that received the activation mail Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |