Commit Graph

8 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
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
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
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
27d438929b refactor(yachts): rename schema + consolidate tests per project conventions 2026-04-23 23:35:30 +02:00
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