Commit Graph

133 Commits

Author SHA1 Message Date
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
bcf4c1f797 feat(interests): add yacht-picker to interest form 2026-04-24 15:36:27 +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
3b0421aa81 fix(tests): use dynamic imports in portal.test.ts to avoid env validation 2026-04-24 14:48:40 +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
b75834ab7e refactor(clients): rebuild detail tabs + columns for new data model
- ClientData in client-detail.tsx now reflects the stripped shape from
  Task 8.2 (drop companyName/isProxy/proxy*/yacht*/berthSizeDesired) and
  gains yachts / companies / activeReservations arrays.
- client-tabs.tsx: Overview trimmed (personal, contacts, source, tags);
  three new count-badged tabs (Yachts, Companies, Reservations).
- New client-yachts-tab.tsx renders owned yachts + Add yacht CTA (TODO:
  YachtForm preset-owner wiring for v2).
- New client-companies-tab.tsx renders memberships with Primary badge and
  since-date; management still lives on the company detail page.
- New client-reservations-tab.tsx maps activeReservations into ReservationRow
  shape and delegates to <ReservationList showBerth />.
- client-columns.tsx drops companyName column (TODO: add Yachts count +
  Primary company once list endpoint joins those).
- client-filters.tsx drops isProxy filter.
- Wire realtime invalidations for yacht:ownership_transferred,
  company_membership:added/ended, and berth_reservation:*.
2026-04-24 14:36:34 +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
a6d6647bb2 refactor(clients): strip yacht/company/proxy sections from client form 2026-04-24 14:27:47 +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
ddcffe9f6f feat(ui): add reservations tab to berth detail 2026-04-24 14:22:06 +02:00
Matt Ciaccio
3c5267f5e9 feat(ui): berth-reserve dialog with create-and-activate flow 2026-04-24 14:20:08 +02:00
Matt Ciaccio
2111bb8b60 feat(ui): add reservation-list table component 2026-04-24 14:18:11 +02:00
Matt Ciaccio
64d7b5c765 feat(ui): company list page with columns, filters, and sidebar entry 2026-04-24 14:05:24 +02:00
Matt Ciaccio
4e448dd06e feat(ui): add-membership dialog for company members 2026-04-24 14:02:47 +02:00
Matt Ciaccio
29a7fc8857 feat(ui): add shared client-picker autocomplete 2026-04-24 14:02:00 +02:00
Matt Ciaccio
5d76a8a1cf feat(ui): company detail page with header, tabs, members, owned yachts 2026-04-24 13:59:21 +02:00
Matt Ciaccio
d6743ed52c feat(ui): add company-form for create/edit with 409 handling
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:53:35 +02:00
Matt Ciaccio
ba86b7a897 feat(ui): add company-picker autocomplete component
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:52:52 +02:00
Matt Ciaccio
4f56c2bdfd feat(ui): add Yachts entry to sidebar navigation 2026-04-24 13:48:37 +02:00
Matt Ciaccio
508518b6c8 feat(ui): yacht transfer dialog with atomic ownership change
Replaces the Task 5.3 stub with a real YachtTransferDialog backed by
OwnerPicker, a date input, reason select, and notes textarea. Submits to
POST /api/v1/yachts/{id}/transfer, invalidates yacht + ownership-history
queries on success, and surfaces API errors (same-owner 400, cross-tenant
404, no-permission 403) as form-level messages. Transfer button is now
gated by PermissionGate resource="yachts" action="transfer".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:47:26 +02:00
Matt Ciaccio
f64a52b995 feat(ui): yacht list page with columns and filters 2026-04-24 13:44:15 +02:00
Matt Ciaccio
76d2348873 feat(ui): yacht detail page with header, tabs, ownership history
Implements Task 5.3: server page passes yachtId to a client YachtDetail,
which fetches via TanStack Query and renders the shared DetailLayout with
Overview / Ownership History / Interests / Reservations / Notes / Tags
tabs. Header shows name, dimensions, polymorphic owner link, status badge,
and Edit / Transfer / Archive actions. Transfer is a stub dialog pending
Task 5.5; Notes tab is a placeholder because NotesList does not yet support
entityType='yachts'.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:40:41 +02:00
Matt Ciaccio
a604223c17 feat(ui): add yacht-form for create/edit
Sheet-based react-hook-form + zod component for yacht CRUD.
CREATE mode uses OwnerPicker to set the yacht's owner (required
by createYachtSchema). EDIT mode hides the picker and shows a
notice directing users to the Transfer button, matching the
service-layer guard that blocks owner mutation via PATCH.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:34:55 +02:00
Matt Ciaccio
d4f58abb9c feat(ui): add owner-picker and yacht-picker components
Task 5.1 of the data-model refactor. Adds:
- OwnerPicker: polymorphic combobox that toggles between client and
  company autocomplete via a type switch inside the popover. Uses
  /api/v1/clients/options (search=) and /api/v1/companies/autocomplete
  (q=).
- YachtPicker: yacht autocomplete against /api/v1/yachts/autocomplete
  with optional ownerFilter prop to scope to a given client/company.

Both components use TanStack Query with debounced (300ms) input via the
existing use-debounce hook, and apiFetch which attaches X-Port-Id.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:32:28 +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
7abbdd4913 feat(factories): add makeMembership, makeReservation, makeOwnershipTransfer 2026-04-24 13:19:54 +02:00
Matt Ciaccio
94f8b76a03 feat(events): register yacht, company, membership, reservation webhook events 2026-04-24 12:56:47 +02:00
Matt Ciaccio
a78f653f5a feat(api): berth reservations (create pending + lifecycle PATCH)
Add Task 3.6 routes:

- POST /api/v1/berths/:id/reservations — creates a pending reservation;
  the URL berthId is authoritative and any body-supplied berthId is
  ignored.
- GET /api/v1/berths/:id/reservations — list filtered by URL berthId.
- GET /api/v1/berth-reservations/:id — fetch scoped to tenant.
- PATCH /api/v1/berth-reservations/:id — action-based dispatch
  (activate | end | cancel) via a discriminated union. Because the
  required permission depends on the action, PATCH is wrapped with
  withAuth only and calls requirePermission inside the handler.
- DELETE /api/v1/berth-reservations/:id — alias for cancel (204).

Cross-tenant berths return 404 on both POST and GET via an explicit
pre-check.

Tests cover happy paths, invalid transitions, 404/400/403 cases, the
URL-vs-body berthId precedence, and per-action permission gating.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 12:55:12 +02:00
Matt Ciaccio
aca45fb1b2 feat(api): company memberships (add/update/end/set-primary)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 12:49:10 +02:00
Matt Ciaccio
183ff1ff9e feat(api): company list/create/detail/patch/archive/autocomplete 2026-04-24 12:45:10 +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
7a6e95c87a test(schema): verify partial unique indexes and case-insensitive company uniqueness
Adds integration test covering:
- idx_yoh_active: only one active ownership row per yacht
- idx_br_active: only one active reservation per berth (non-active rows
  are ignored by the partial index)
- Case-insensitive company name uniqueness within a port, with same-name
  companies allowed across different ports

Extends tests/helpers/factories.ts with async DB-inserting factories for
ports, clients, berths, yachts (+ ownership history row) and companies.
The new factories use the app's `db` handle so FK and partial unique
indexes are enforced by Postgres. The in-memory data helpers used by
unit tests (makeAuditMeta, makeCreateClientInput, permission helpers)
are preserved.
2026-04-23 18:06:37 +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