letsbe/pn-new-crm
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3 Commits

Author SHA1 Message Date
Matt Ciaccio
71da6e8fdc feat(mobile): swap admin page headers to PageHeader 
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-01 12:57:52 +02:00
Matt Ciaccio
f52d21df83 feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view 
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.

PR4  Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
     date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5  Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
     right-rail, three-tab page (active/dismissed/resolved), socket-driven
     invalidation. Bell lazy-loads list on popover open to keep cold pages
     fast in non-dashboard routes.
PR6  EOI queue tab on documents hub — filters to in-flight EOIs, count
     surfaces in tab label.
PR7  Interests-by-berth tab on berth detail — replaces the stub.
PR8  Expense duplicate detection — BullMQ job runs scan on create, yellow
     banner on detail w/ Merge / Not-a-duplicate, transactional merge
     consolidates receipts and archives the source.
PR9  Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
     its own (scanner) group with no dashboard chrome, dynamic per-port
     manifest, OpenAI + Claude provider abstraction, admin OCR settings
     page (port-level + super-admin global default w/ opt-in fallback),
     test-connection endpoint, manual-entry fallback when no key is
     configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
     existing GIN index, cursor pagination, filters for entity/action/user
     /date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
     real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
     socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
     cleanly without their gate envs so CI stays green.

Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-28 17:21:55 +02:00
Matt Ciaccio
4877b97f27 feat(admin): per-port email/Documenso/branding/reminder settings + invitations
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Details 
Centralizes everything operators need to configure into the admin panel,
each setting per-port with env fallback.

New admin pages
- /admin              landing page linking to every admin section as a card
- /admin/email        FROM name+address, reply-to, signature/footer HTML,
                      optional SMTP host/port/user/pass override
- /admin/documenso    API URL+key override, EOI Documenso template ID,
                      default EOI pathway (documenso-template vs inapp),
                      "Test connection" button
- /admin/branding     logo URL, primary color, app name, email
                      header/footer HTML
- /admin/reminders    port-level defaults for new interests +
                      port-wide daily-digest delivery window
- /admin/invitations  send / list / resend / revoke CRM invitations

Per-user reminder digest
- /notifications/preferences gains a Reminder digest card:
  immediate / daily / weekly / off, with HH:MM, day-of-week,
  IANA timezone fields. Stored in user_profiles.preferences.reminders.

Plumbing
- port-config.ts typed accessors (getPortEmailConfig, getPortDocumensoConfig,
  getPortBrandingConfig, getPortReminderConfig) — settings → env fallback.
- sendEmail accepts optional portId; resolves From/SMTP from settings
  when supplied.
- documensoFetch + downloadSignedPdf accept optional portId; each public
  function takes it through. checkDocumensoHealth() backs the test button.
- crm-invite.service gains listCrmInvites / revokeCrmInvite / resendCrmInvite
  with audit-log entries (revoke_invite, resend_invite added to AuditAction).
- AdminLandingPage card grid + shared SettingsFormCard component to remove
  per-page form boilerplate.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-27 23:21:54 +02:00