Commit Graph

10 Commits

Author SHA1 Message Date
Matt Ciaccio
49d92234dd fix(test): align stage names with consolidated pipeline enum
Followup to 886119c (refactor(sales): consolidate pipeline stages) — the
runtime enum was renamed but a few test fixtures and PDF report templates
still referenced the legacy names, leaving them broken at the type level
(36 tsc errors before this fix).

Renames in this commit:
  visited        -> in_communication (alerts test) / removed (PDF reports)
  signed_eoi_nda -> eoi_signed
  contract       -> contract_signed (interests test) / contract_sent (factory)

Affected files: pipeline-report, revenue-report, makeCreateInterestInput
factory, alerts-engine, pipeline-transitions, interest-scoring.

Verification: tsc clean, 858/858 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 16:14:04 +02:00
Matt Ciaccio
e8d61c91c4 feat(platform): residential module + admin UI + reliability fixes
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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>
2026-04-27 21:54:32 +02:00
Matt Ciaccio
4c67b9dbd4 test(e2e): exhaustive click-through suite + destructive narrow tests
PR 14: adds a tier-3.5 Playwright pass that opens every refactored page,
clicks every visible button/link/role=button, and asserts no console
errors, no app-side network 4xx/5xx, and no click-time exceptions.

Helper:
- tests/helpers/click-everything.ts — shared `clickEverythingOnPage`
  with default skips for destructive selectors (archive, delete,
  transfer, sign-out), auto-closing of dialogs, and return-to-start
  after navigation.

Exhaustive specs (tests/e2e/exhaustive/):
- 01-yachts: list + detail + transfer dialog
- 02-companies: list + detail + add-membership dialog
- 03-reservations: berth list + detail reservations tab + reserve
  dialog
- 04-client-detail: list + detail walking every tab
- 05-eoi-generate: generate dialog opens with Documenso option
- 06-invoice-form: new-invoice dialog billing-entity toggle
- 07-berths: list + detail walking every tab
- 08-portal: client portal yachts / memberships / reservations
- 09-navigation: every primary nav target loads cleanly

Destructive specs (tests/e2e/destructive/):
- 01-yacht-archive: create-via-API → archive via UI → assert removed.
  Skips with a clear message when the global setup does not seed an
  owner client (avoids brittle failures while the full destructive
  fixture lands).

Playwright config: testDir hoisted to ./tests/e2e; new `exhaustive` and
`destructive` projects share the existing setup project. New scripts
test:e2e / test:e2e:smoke / test:e2e:exhaustive / test:e2e:destructive
in package.json drive each project independently.

CI integration deferred — no .github/workflows/* exists in this repo
yet, so the PR 14 task to wire a separate CI job is N/A. The new
projects will pick up automatically when a workflow lands.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 14:06:10 +02:00
Matt Ciaccio
0ed401d083 refactor(clients): drop deprecated yacht/company/proxy columns
PR 13: now that all reads are migrated to the dedicated yacht / company
/ membership entities, drop the columns that mirrored them on `clients`:
companyName, isProxy, proxyType, actualOwnerName, relationshipNotes,
yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M},
berthSizeDesired.

Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE
DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to
apply.

Caller cleanup (zero behavioral change to remaining flows):

- Drops the legacy `generateEoi` flow entirely (route, service function,
  pdfme template, validator schema). The dual-path generate-and-sign
  service from PR 11 has fully replaced it; the route was no longer
  wired to the UI.
- `clients.service`: company-name search column / WHERE / audit value
  removed; search now ranks by full name only.
- `interests.service`: `resolveLeadCategory` reads dimensions from
  `yachts` via `interest.yachtId` instead of the dropped
  `client.yachtLength{Ft,M}`.
- `record-export`: client-summary now lists yachts via owner-side
  lookup (direct + active company memberships); interest-summary fetches
  yacht via `interest.yachtId`. Both PDF templates updated to read
  yacht details from the new entity.
- `client-detail-header`, `client-picker`, `command-search`,
  `search-result-item`, `use-search` hook, `types/domain.ts`,
  `search.service` — drop the companyName badge / sub-label / typed
  field everywhere it was rendered or fetched.
- `ai.ts` worker: drop the company / yacht context lines from the
  prompt (will be re-added later sourced from the new entities).
- `validators/interests.ts`: remove the deprecated public-form flat
  yacht/company fields. The route already ignores them.
- `factories.ts`: drop the `isProxy: false` default.

Tests: 652/652 green; type-check clean. The
`security-sensitive-data` tests use `companyName` / `isProxy` as
arbitrary record keys for a generic util — left unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
Matt Ciaccio
7abbdd4913 feat(factories): add makeMembership, makeReservation, makeOwnershipTransfer 2026-04-24 13:19:54 +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
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
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
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