--port without a value (or with a --flag value) previously silently
fell back to all-ports mode because process.argv[indexOf+1] was
undefined. Now exits 1 with an explicit error. Hardens the script
before it gets wired into deploy in Task 17.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Idempotent one-time backfill that runs as part of the deploy:
1. Ensures Clients/Companies/Yachts roots per port.
2. Copies entity FKs from completed workflows onto signed file rows
(legacy completions ran before the auto-deposit handler shipped).
3. Ensures per-entity subfolders for every entity with attached
files and sets files.folder_id.
pg_advisory_xact_lock(hashtext(portId)::bigint) per port so concurrent
runs serialize. Safe to re-run; the SELECT-then-UPDATE pattern targets
only rows where folder_id IS NULL.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
When listDocuments is called with folderId set (including folderId=null
for root-only), exclude status='completed' rows. The signed-PDF file
appears in the Files section with a "view signing details" link; the
workflow row would just be noise alongside the file.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three follow-ups from Task 9 code review:
1. Cross-port isolation test now explicitly asserts the other-port
file's id is absent from the aggregated result (previously only
checked .length > 0, which would pass even with leakage).
2. Refine errors now carry path fields so frontend field-level error
display can target the right form input (matches createDocumentSchema
pattern in the same validators module).
3. Add a service-composition test for the signing-details route's
workflow+signers+events shape — closes the coverage gap for the
thin Promise.all combinator.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
GET /api/v1/files?entityType=client&entityId=… and the same params on
the documents route return the owner-aggregated projection
{ groups: [{ label, source, files|workflows, total }] }. folderId
remains for direct-folder listing; the two modes are mutually
exclusive (zod refine).
GET /api/v1/documents/[id]/signing-details returns
{ workflow, signers, events } for the "view signing details" dialog
on signed-PDF rows.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Four follow-ups from Task 8 code review:
1. Aggregation now filters companyMemberships to active rows only
(isNull(endDate)) on both client→companies and company→clients
joins. Previously a rep who left a company 2y ago would still
see that company's files in their aggregated view. Brings this
service in line with the 8 other call sites in the codebase that
already filter on endDate.
2. Move collectRelatedEntities import to the top of
documents.service.ts — was wedged mid-file.
3. listInflightWorkflowsAggregatedByEntity now calls
assertEntityInPort for symmetry with the files version. Cross-
port reads short-circuit early instead of executing N empty
port-scoped queries.
4. Add a cross-port leakage regression test for the workflow
projection.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
listFilesAggregatedByEntity walks the relationship graph (symmetric
reach: clients <-> companies via memberships, <-> yachts via current
ownership) and groups results by source: DIRECTLY ATTACHED + FROM
COMPANY/YACHT/CLIENT. File-FK snapshot is the source of truth so
historical files survive yacht-ownership transfer. Each group caps at
20 rows + a total for "Show all (N)" drill-through. Defense-in-depth
port_id filter at every join.
listInflightWorkflowsAggregatedByEntity reuses the same graph walk
for in-flight signing workflows (draft/sent/partially_signed only).
Completed workflows are hidden — they surface via their signed-PDF
file row instead.
applyEntityFkFromFolder auto-sets the matching entity FK on the file
row when the upload target is a system-managed entity subfolder (E8).
Wired into uploadFile; validator extended with folderId field.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three follow-ups from Task 7 code review:
1. Drop the dead interest.yachtId fallback branch. interests.clientId
is NOT NULL so the yacht branch was unreachable. Comment explains
the schema constraint so the branch can be re-added if that
constraint is ever relaxed.
2. Add defense-in-depth port_id filter to the interests lookup
inside resolveDocumentOwner (matches CLAUDE.md convention and
every other interests query in this file).
3. Add two integration test cases for direct-company and direct-yacht
owner resolution — closes the coverage gap where the signed-file
row's companyId/yachtId columns are populated for the first time
in this commit chain.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
handleDocumentCompleted resolves the workflow owner via the Owner-wins
chain (document.clientId → companyId → yachtId, then interest.clientId
→ yachtId), ensures the matching entity subfolder, and sets
files.folder_id + the matching entity FK on the signed file row.
Falls back to root (folder_id=null) when no owner is resolvable.
ensureEntityFolder failures are logged at warn level — the signed
PDF always lands; the backfill script heals missing folders.
The interest fallback omits the company branch because interests
table has no companyId column.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three follow-ups from Task 6 code review:
1. applyEntityArchivedSuffix short-circuits when the folder is already
archived — prevents archivedAt drift on backfill replay.
2. applyEntityRestoredSuffix short-circuits when the folder was never
archived — matches the docstring's "no-op" claim.
3. Inline comment on archiveClient's fire-and-forget hook documents
why Task 6 uses void (archive UI doesn't depend on folder sync)
while Task 5 uses await (rename should be visible to the next
read).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
applyEntityArchivedSuffix stamps " (archived)" + archived_at on the
entity subfolder so the UI mutes it and auto-deposit halts. Restore
is the inverse. demoteSystemFolderOnEntityDelete flips
system_managed=false, appends " (deleted)", and clears the entity FK
so the partial unique index releases the slot — orphaned files
retain their entity FK snapshots and surface in the rep's clean-up
view.
All three helpers are best-effort from the entity-side hooks; folder
errors are logged at warn level but do not fail the entity-update
operation. UPDATE WHERE clauses include port_id (defense-in-depth).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two follow-ups from code review:
1. The UPDATE in the retry loop now scopes by both id and port_id so
it matches every other mutation in document-folders.service.ts and
honours the CLAUDE.md defense-in-depth pattern.
2. The three entity-rename hooks now log at warn level (not error) —
a missed folder rename is best-effort cosmetic drift, not a paging
incident. Matches the existing convention used elsewhere in the
codebase for non-fatal background work.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Per-entity subfolder names mirror the entity's current display string.
Wired into updateClient / updateCompany / updateYacht; runs only when
the name field changes. Best-effort (logged + swallowed) so a folder-
sync error never fails an entity update. Preserves the (archived)
suffix when present; skips entirely when the folder has been demoted
to (deleted) — the rep owns the name at that point.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
assertNotSystemManaged centralises the guard so the three mutation
paths surface identical ConflictError shapes. System roots and per-
entity subfolders are immutable through the rep-facing API; the only
way for system_managed to flip back to false is the entity-hard-
delete demotion path (next task).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Idempotent per-entity subfolder creation under the matching system
root. Fast-path SELECT short-circuits the common case. Inserts race
safely via uniq_document_folders_entity (partial unique on
port_id+entity_type+entity_id) — the loser re-SELECTs the winner's
row. Sibling-name collisions between two entities with the same
display name append (2), (3), … to the new folder; existing folders
never rename. Exports EntityType for use by downstream tasks.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds inline comments explaining (a) why no-target onConflictDoNothing
is safe for root inserts (the only unique index that can fire on a
root row is uniq_document_folders_sibling_name; the partial entity
index excludes entity_id=NULL rows) and (b) why createPort doesn't
wrap the root bootstrap in a transaction (ensureSystemRoots is re-
runnable; the backfill script heals orphaned ports). Surfaces the
assumption that Task 3 (ensureEntityFolder) must not blindly copy
this pattern — it inserts with entity_id NOT NULL and needs an
explicit conflict target.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds idempotent root-folder bootstrap (Clients/Companies/Yachts)
called on every port-init. ON CONFLICT DO NOTHING on the sibling-name
unique index prevents racing inserts; the re-SELECT returns the stable
row set in SYSTEM_ROOT_NAMES order. Same helper is invoked by the
backfill script in a later task.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Header comment said the migration backfills the structure; it doesn't.
Backfill is in scripts/backfill-document-folders.ts (Task 11) so the
schema change can deploy first and the data work runs idempotently
after.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds system_managed / entity_type / entity_id / archived_at to
document_folders for the three system roots (Clients/Companies/
Yachts) + per-entity auto-subfolders. Adds files.folder_id so a
file's home is a first-class field (not derived from storagePath
prefix). Partial unique index uniq_document_folders_entity dedupes
entity subfolders per port; chk_system_folder_shape pins the shape
of system rows. Migration is idempotent and ships without backfill —
the backfill script runs as a separate deploy step.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
19-task implementation plan layering on top of Wave 11.B. Builds three
system-managed roots (Clients/Companies/Yachts), per-entity auto-
subfolders, Documenso auto-deposit on completion, owner-aggregated
projection (symmetric reach, file-FK source of truth, defense-in-depth
port_id), and the hub UI rebuild. Hard cutover; backfill via idempotent
script.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Prettier reformatting on files touched in the wave 11.B sequence —
markdown italics _underscore-style_, single-line conditionals, minor
whitespace fixes. No semantic changes. .env.example reformatting left
unstaged (blocked by pre-commit hook).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Design for unifying /documents and /documents/files under a single hub
with stacked Signing/Files sections, owner-grouped aggregation across
the relationship graph, and three system-managed entity-folder roots
(Clients/Companies/Yachts) with lazy per-entity subfolders. Documents
hub stays anchored on document_folders; files gain folder_id; signed
PDFs auto-deposit on Documenso completion. Includes 14+ edge-case
decisions, schema deltas, backfill plan, and implementation surface.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
One-shot script that walks an existing organized bucket tree, builds
matching document_folders rows mirroring the path, then inserts
documents + files rows pointing at the existing storage keys verbatim
— no path rewrite. For migrating from a legacy MinIO bucket whose
folder structure is already the source of truth.
Idempotency:
• Folders: sibling-name unique index swallows duplicate creates;
we reuse the row on ConflictError.
• Documents: skipped when (port_id, fileStoragePath) already exists.
Adds StorageBackend.listByPrefix (recursive readdir on filesystem;
listObjectsV2 stream-drain on s3) — the first one-shot caller, not
a hot path. Pure parseImportPath helper extracted to its own module
and unit-tested for trailing slashes, empty intermediate segments,
prefix mismatch, and special-character folder names (8 tests).
Audit log per imported doc carries source='organized-bucket-importer',
storageKey, and folderSegments so the documents inspector can filter
on imports later.
CLI:
pnpm tsx scripts/import-organized-documents.ts \\
--port-slug <slug> \\
--bucket-prefix "legacy-imports/" \\
(--dry-run | --apply) [--uploaded-by <userId>]
Folds in Prettier post-hook drift on documents.service.ts +
download handler — same lint-staged formatting the earlier commits
already absorbed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Storage paths stay UUID-flat per the established CRM pattern (every
other content type — brochures, berth PDFs, invoices, reports,
templates, expense receipts — uses the same shape). The new
catch-all /api/v1/documents/[id]/download/[...slug] route serves
files keyed on doc id but rebuilds the slug from current state and
404s on mismatch — a hand-edited or stale link can't render the
wrong filename or fold a wrong-folder path into a forwarded URL.
URLs in shared links / browser tabs read like
'Deals 2026/Q1/contract.pdf' even though storage keys remain UUIDs.
listDocuments + getDocumentById now hydrate a `downloadUrl` field
per row (null when no file is attached yet) so UI consumers don't
reconstruct paths. Filename is batch-fetched via files-table join
to keep the query builder shape unchanged.
Tests: 5 integration cases — happy-path stream, wrong-folder slug,
wrong-filename slug, orphaned doc (no fileId), cross-port (tenancy
isolation). Storage backend swapped to a real FilesystemBackend in
a tempdir so the byte-streaming path is exercised end-to-end.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- renameFolder/moveFolder UPDATE and deleteFolderSoftRescue DELETE now
carry an explicit port_id predicate so the write is bounded to the
same tenancy the pre-fetch verified, defending against future
refactors that drop or reorder the ownership check.
- FolderRow's collapsed-children chevron is `invisible` for layout
purposes, but it was still in the tab order with a misleading
Expand/Collapse aria-label. Add aria-hidden + tabIndex=-1 when no
children so keyboard users skip it.
Surfaced by post-implementation review (subagent code-review pass).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Documents the new document_folders self-FK tree, the sibling-name
uniqueness invariant, and the soft-rescue delete behaviour so future
sessions don't try to wire CASCADE.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Covers the happy-path admin flow: open hub, open Folder Actions menu,
create a root folder, click into it, breadcrumb updates. Doesn't yet
cover delete (soft-rescue) or move-to-folder — separate spec when
needed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The feature-flags query previously sat at ['documents', 'feature-flags'],
which the hub's useRealtimeInvalidation([['documents']]) registration
matched via TanStack's default prefix matching. Every document socket
event refetched the flag, silently defeating the 5-minute staleTime.
Move the key to ['documents-feature-flags'] so it sits outside the
prefix; document events no longer trigger a flag refetch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New documents_show_expired_tab system setting (default true). Public
read via GET /api/v1/documents/feature-flags (gated on documents.view
so reps can read it without holding manage_settings). When off, the
Expired tab is hidden from the documents hub — useful when expired
EOIs are noise that distracts reps from active deals.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Switching tab or folder while a type filter was active left the
filter applied silently — the chip cloud regenerated from the new
result set so no chip lit up, but the documentType= query param
kept narrowing the list. Reset typeFilter to undefined whenever tab
or selected folder changes.
Also use TYPE_LABELS for chip text so the filter chips match the
human-readable labels already shown in the row's Type column.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Type-filter chip cloud sourced from the documentTypes seen in the
current result set, replacing the static dropdown over the whole
DOCUMENT_TYPES enum. New "Move to folder…" entry on the per-row
action menu (gated on documents.manage_folders) opens the
MoveToFolderDialog Combobox.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Documents hub now opens with the folder tree on the left and a
breadcrumb on top. Folder selection is its own state — undefined =
"All", null = "Root only", string = specific folder. Filter pushes
through to /api/v1/documents via folderId query param.
Drops the "Signature-based only" pill — it defaulted to true and
silently hid informational documents, which confused new reps. With
folders the rep organises by location, not by signature-vs-not.
Adds an "In progress" hub tab covering status IN (draft, sent,
partially_signed) for the everyday "what's in flight" view.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
cmdk filters by the CommandItem value prop, so the sentinel
"__root__" silently failed to match natural search terms like "no
folder". Use the human label instead. Also reset pickedId when the
dialog re-opens so a cancelled pick doesn't carry a stale highlight
into the next open.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
cmdk Combobox dialog showing all folder paths flat (' / '-separated),
plus a "Root (no folder)" pseudo-option. Move button disabled when the
picked folder matches the document's current folder.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pass loading={deleteMutation.isPending} to ConfirmationDialog so a
second tap on Delete doesn't dispatch a concurrent DELETE. Also
disable the rename Save button when the name hasn't changed, so an
accidental click doesn't fire a no-op PATCH and a misleading
"Folder renamed" toast.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
DropdownMenu trigger with three actions: New folder (works at root or
inside the selected folder), Rename, Delete (confirm-then-soft-rescue).
Delete copy explicitly tells reps the contents move to the parent so
nothing dies silently.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Match the existing src/components/ui/breadcrumb.tsx pattern: separator
chevrons are aria-hidden so screen readers don't announce them, and
the terminal segment (Root or current folder name) carries
aria-current="page" so SR users know which crumb is the current page.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Renders the current folder's path as a clickable breadcrumb with a
Home affordance back to "All documents". Each ancestor is clickable
to navigate up; the last segment is the current folder (non-clickable,
foreground colour).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Folder query failures previously rendered identically to an empty
list, hiding network problems from the user. Add an isError branch
that shows "Failed to load folders." in destructive color.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Persistent left rail with "All documents" + "Root" pseudo-rows above
the tree. Each tree row has a chevron toggle (expand/collapse) and a
clickable label (select). Renders unlimited depth without blowing out
the page — children only mount when their parent is expanded.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wraps the folder tree fetch in TanStack with a 30s staleTime, and
provides create / rename / move / delete / move-document mutations
that invalidate the relevant query keys. buildFolderPaths flattens
the tree into ' / '-separated path strings for picker dropdowns.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tasks 1-7 done in subagent-driven mode (11 commits 5bed62d → a0ffa1b).
The entire DB + service + API layer for folders is shipped: schema,
manage_folders perm, listTree/createFolder/renameFolder/moveFolder/
deleteFolderSoftRescue, validators, all 4 folder routes, the per-doc
move endpoint, and the listDocuments folder filter (with descendant
expansion). Reps can already manage folders end-to-end via direct
API calls.
Records the design decisions made mid-execution: hybrid storage
strategy (UUID-flat + path-style download URLs), permission split,
soft-rescue delete semantics, cycle prevention with port-scoped
ancestor walk, PATCH-body exclusivity via .strict(), and the
updatedAt bump rule (per-doc move yes, bulk soft-rescue no).
Tests at pause: 1213/1213 vitest, tsc clean. Resume prompt + task
ordering for Task 8 onwards included so a fresh session can pick up
without context.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
listDocuments accepts folderId (string | null | undefined) and
includeDescendants. folderId=null returns only docs at root;
includeDescendants=true expands the subtree via collectDescendantIds
(in-memory walk over the cached tree -- folder trees are small).
PATCH /api/v1/documents/[id]/folder moves a single document under
documents.manage_folders, with audit-log metadata { type: 'folder_move' }.
Bumping updatedAt is correct for per-doc moves because reps deliberately
acted on that document -- different semantics from the bulk soft-rescue
in Task 4.
createDocument accepts an optional folderId for the upcoming UI's
"create in current folder" affordance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
z.union picks the first member that parses successfully, so a body
with { name, parentId } would silently be parsed as a rename and the
parentId dropped. The route comment claimed this was rejected — it
wasn't. Adding .strict() to each branch makes the rejection real:
both members refuse extra keys, the union produces a 400, and the
rep gets feedback instead of a silent half-op.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
GET /api/v1/document-folders → full tree (documents.view).
POST /api/v1/document-folders → create (documents.manage_folders).
PATCH /api/v1/document-folders/[id] → rename OR move (union schema —
refuses both in one body so audit logs stay one-op-per-call).
DELETE /api/v1/document-folders/[id] → soft-rescue delete; returns 204.
PATCH passes ctx.userId through to the service-level audit-log
emitters (renameFolder + moveFolder gained userId in Task 4 fixes).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Code-review followups on e9251a3:
- Move createAuditLog OUT of the deleteFolderSoftRescue transaction
callback so a rolled-back transaction can't leave a phantom audit
row. Pattern matches clients.service.ts, expense-dedup.service.ts.
- Add portId filter to the moveFolder ancestor-walk findFirst —
defense-in-depth so corrupted parentId pointing at another port
short-circuits the walk instead of silently traversing it.
- Drop updatedAt bump on rescued documents — folder rescue is an
administrative storage op, not a content change; bumping made
every rescued doc appear "recently modified" in list views.
- Add userId param + audit-log emission on renameFolder and
moveFolder for parity with createFolder + deleteFolderSoftRescue.
Tests updated to pass TEST_USER_ID as the new 4th arg.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
User chose the hybrid storage strategy after reviewing the cost
analysis: storage paths stay UUID-flat (preserves the established
pattern across brochures, berth PDFs, invoices, reports, templates,
expense receipts, and the migrate-storage byte-verbatim copy), but
documents gain a path-style download URL so reps see meaningful
paths in shared links and browser tabs.
Task 18 wires the new /api/v1/documents/[id]/download/[...slug]
catch-all route + a downloadUrl field on list/detail responses.
The slug is validated for truth so a hand-edited URL with a
stale path 404s instead of silently serving the wrong file.
Task 19 is the importer the user mentioned: a one-shot script
that walks an organized legacy bucket, creates matching folder
tree + document rows pointing at existing storage keys verbatim.
Idempotent via the sibling-uniqueness index.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
renameFolder + moveFolder enforce sibling-name uniqueness via the
shared isSiblingNameConflict helper and reject cross-port leakage at
the service boundary. moveFolder walks the destination's ancestor
chain to refuse cycles before the write.
deleteFolderSoftRescue re-parents every child folder and document up
to the deleted folder's parent (or to root) inside a transaction,
then drops the folder row. Children never disappear silently — a
wrong click moves work up the tree, never deletes it. Audit-logged
with rescuedTo metadata.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Code-review followups on 4b31f01:
- beforeEach now scopes the documentFolders cleanup to the test port
via .where(eq(documentFolders.portId, portId)) so parallel suites
don't wipe each other's fixtures.
- Cross-port parent guard message changed from "Parent folder not
found in this port" (read like a 404) to "Invalid parent folder"
to match the ValidationError type that already maps to 400.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
