Commit Graph

14 Commits

Author SHA1 Message Date
Matt Ciaccio
fbb1f1f366 scaffold(mobile): branch setup — audit harness, spec, plan, gitignore + client-portal cleanup
Pre-execution baseline for the mobile foundation PR:

- Mobile audit harness (tests/e2e/audit/mobile.spec.ts + mobile-audit Playwright project) — visits every page at four anchor iPhone viewports (375/393/402/440), screenshots full-page to .audit/mobile/, generates index.md
- Design spec (docs/superpowers/specs/2026-04-29-mobile-optimization-design.md) — adaptive shell + responsive content; full active-iPhone-range coverage; foundation + per-page migration phases
- Implementation plan (docs/superpowers/plans/2026-04-29-mobile-foundation.md) — 24 TDD tasks for the foundation PR
- .gitignore: ignore /client-portal/ (legacy nested Nuxt repo) and /.audit/ (regenerable screenshots)
- Remove phantom client-portal gitlink (mode 160000 with no .gitmodules)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 13:49:38 +02:00
Matt Ciaccio
16d98d630e feat(i18n): country/phone/timezone/subdivision primitives + form wiring
Cross-cutting i18n polish for forms across the marina + residential + company
domains. Introduces a single source of truth for country/phone/timezone/
subdivision data and replaces every nationality-as-free-text and timezone-
as-string Input with a dedicated combobox.

PR1  Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames
     for localized labels, detectDefaultCountry() with navigator-region
     fallback to US, CountryCombobox with regional-indicator flag glyphs +
     compact mode for inline use.
PR2  Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType /
     callingCodeFor), PhoneInput with flag dropdown + national-format
     AsYouType + paste-detect that flips the country dropdown for pasted
     international strings.
PR3  Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/
     ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"),
     TimezoneCombobox with Suggested/All grouping driven by countryHint.
PR4  Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2
     codes for every country), per-country cache, SubdivisionCombobox with
     "Pick a country first" / "No regions available" empty states.
PR5  Schema deltas (migration 0015) — clients.nationality_iso, clientContacts
     {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso},
     residentialClients {phone_e164, phone_country, nationality_iso, timezone,
     place_of_residence_country_iso, subdivision_iso}, companies {incorporation_
     country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso,
     subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used
     by every entity validator + route handler.
PR6  ClientForm + ClientDetail — CountryCombobox replaces nationality Input,
     TimezoneCombobox replaces timezone Input (driven by nationalityIso hint),
     PhoneInput conditionally rendered for phone/whatsapp contacts. Inline
     editors (InlineCountryField / InlineTimezoneField / InlinePhoneField)
     for the detail-page overview rows + ContactsEditor.
PR7  Residential client form + detail — phone -> PhoneInput, nationality/
     timezone/place-of-residence-country/subdivision rows in both create
     sheet and inline-editable detail view. Subdivision wipes when country
     flips since codes are country-scoped.
PR8  Company form + detail — incorporation country -> CountryCombobox,
     incorporation region -> SubdivisionCombobox in both modes.
PR9  Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry
     and i18n fields from newer website builds, server-side parsePhone()
     fallback for legacy raw-international submissions. Old Nuxt builds
     keep working unchanged.

Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for
the public phone-normalization path (3 tests), 1 smoke spec asserting the
combobox triggers render in all three create sheets.

Test totals: vitest 713 -> 741 (+28).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +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
0406778c44 fix(api): kill currentPortId persist race + dedupe admin/ports stampede
The dashboard and residential interest smoke tests were intermittently
failing with the page rendering empty/skeleton state. Root causes:

1. ui-store persisted currentPortId/Slug, but those are URL-derived state.
   After login lands on /<first-port-by-name>/dashboard, localStorage holds
   that port. Hard-navigating to /port-nimara/... rehydrated the store with
   the stale id, and useQuery fired with the wrong port before
   PortProvider's URL-sync useEffect could correct it. Drop both fields
   from partialize — PortProvider re-derives them from the route every
   navigation.

2. apiFetch's slug-to-port fallback fired N parallel /api/v1/admin/ports
   calls when N components mounted simultaneously with an empty store.
   Dedupe in-flight lookups so a stampede collapses into one round-trip.

Also tightened four flaky smoke tests that depended on a fixed 3s wait or
non-waiting isVisible({timeout}) — replaced with expect(...).toBeVisible
or expect.poll so they handle dev-mode JIT cold-start delays cleanly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 04:38:57 +02:00
Matt Ciaccio
e42b8fde84 test(realapi): Phase A integration spec scaffolds
Adds four realapi specs that gate cleanly on env: smtp-system-send
(roundtrip + attachment bytes), email-attachments-roundtrip
(cross-port 403), documenso-cancel (in-flight cancel → status flip),
minio-file-lifecycle (upload/list/download/delete byte-equal).
Specs skip without DOCUMENSO_API_*/SMTP/IMAP/MINIO env so they run as
no-ops when those services aren't reachable.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 02:53:49 +02:00
Matt Ciaccio
dd138547fb test(e2e): fix admin-nav locator + add residential interest API coverage
- 21-role-based-ui: tighten the Settings link locator. The previous
  `getByRole('link', { name: /settings/i }).first().or(getByText(/.../) .first())`
  chain hit a strict-mode violation once the sidebar Admin section became
  default-expanded — both the section header text node and the Settings
  link matched. Match the link directly with exact: true.
- 26-residential: extend smoke with two API-driven specs covering the
  residential interest pipeline — create+list and detail-page render —
  using preferences-string stamp + heading match for assertions.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 00:19:51 +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
ea8181d108 test(visual): regression baselines for stable list/landing pages
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New `visual` project covers six low-volatility screens — portal login,
dashboard, and the four core lists (clients/yachts/berths/invoices) —
with full-page screenshots that diff to a 2% pixel-ratio tolerance.
Animations and the cursor caret are disabled inline so transient
rendering doesn't trigger flaky diffs.

Detail screens (yacht detail, EOI dialog, invoice form steps) are
intentionally deferred until we have stable per-id fixtures so
snapshots don't drift with seed data.

Regenerate with: pnpm exec playwright test --project=visual --update-snapshots

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 15:42:40 +02:00
Matt Ciaccio
65b241805e test(portal): IMAP full-lifecycle activation E2E + dev probe helper
New realapi spec walks the entire portal activation loop over real
network: invite via the admin endpoint → wait for the activation email
to land in the IMAP mailbox → extract the token from the body link →
activate the portal user via the public API → sign in with the new
password.

The match logic deliberately doesn't filter on the TO header — the
combination of EMAIL_REDIRECT_TO rewriting and +addressing made TO
matching brittle. Instead we discriminate by sender (noreply@…),
subject keyword, and body link pattern, which is unique enough to find
exactly the email this test triggered.

Companion script scripts/dev-imap-probe.ts dumps the most recent ~10
messages with from/to/subject/date — useful for debugging when an IMAP
match goes wrong.

Skips when IMAP_HOST / IMAP_USER / IMAP_PASS are absent so the suite
stays portable.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 15:40:28 +02:00
Matt Ciaccio
4a859245b7 test(documenso): real-API E2E spec + 2.x response normalization
The documenso-template pathway was returning 201 with documensoId=null
because Documenso 2.x renamed `id` → `documentId` and recipient `id` →
`recipientId` in its API responses. Our DocumensoDocument interface
still expected the legacy v1.13 shape, so destructuring silently yielded
undefined and the documents row got NULL'd.

- Add normalizeDocument() in documenso-client that reads either field
  name and surfaces the legacy `id` form downstream consumers expect
- Apply normalization at every callsite that returns DocumensoDocument
  (createDocument, generateDocumentFromTemplate, sendDocument, getDocument)
- New realapi Playwright project (opt-in: --project=realapi) targeting
  tests/e2e/realapi/, with 2-min timeout for real-network calls
- New spec: documenso-real-api.spec.ts seeds client/yacht/berth/interest
  via the v1 API, fires generate-and-sign through the documenso-template
  pathway, asserts the response carries a documensoId, then GETs the
  document directly from Documenso to confirm it exists with PENDING
  status and recipients populated

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 15:25:06 +02:00
Matt Ciaccio
475b051e29 feat(portal): replace magic-link with email/password + admin-initiated activation
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The client portal no longer uses passwordless / magic-link sign-in. Each
client now has a `portal_users` row with a scrypt-hashed password,
created by an admin from the client detail page; the admin's invite
mails an activation link that the client uses to set their own password.
Forgot-password is wired through the same token mechanism.

Schema (migration `0009_outgoing_rumiko_fujikawa.sql`):

- `portal_users` — one per client account, separate from the CRM
  `users` table (better-auth) so the auth realms stay isolated. Email
  is globally unique, password is null until activation.
- `portal_auth_tokens` — single-use activation / reset tokens. Stores
  only the SHA-256 hash so a DB compromise never leaks live tokens.

Services:

- `src/lib/portal/passwords.ts` — scrypt hash/verify (no new deps;
  uses node:crypto), token mint+hash helpers.
- `src/lib/services/portal-auth.service.ts` — createPortalUser,
  resendActivation, activateAccount, signIn (timing-safe),
  requestPasswordReset, resetPassword. Auth failures throw the new
  UnauthorizedError (401); enumeration-safe behaviour everywhere.

Routes:

- POST /api/portal/auth/sign-in — sets the existing portal JWT cookie.
- POST /api/portal/auth/forgot-password — always 200.
- POST /api/portal/auth/reset-password — token + new password.
- POST /api/portal/auth/activate — token + initial password.
- POST /api/v1/clients/:id/portal-user — admin invite (and `?action=resend`).
- Removed: /api/portal/auth/request, /api/portal/auth/verify (magic link).

UI:

- /portal/login — replaced email-only magic-link form with email +
  password + "forgot password" link.
- /portal/forgot-password, /portal/reset-password, /portal/activate — new.
- New shared `PasswordSetForm` component used by activate + reset.
- New `PortalInviteButton` rendered on the client detail header.

Email send:

- `createTransporter` now wires SMTP auth when SMTP_USER+SMTP_PASS are
  set (gmail app-password or marina-server creds, configured via env).
- `SMTP_FROM` env var lets the sender address be overridden without
  pinning it to `noreply@${SMTP_HOST}`.

Tests:

- Smoke spec 17 (client-portal) updated to the new flow: 7/7 green.
- Smoke specs 02-crud-spine, 05-invoices, 20-critical-path updated to
  match the post-refactor client + invoice forms (drop companyName,
  use OwnerPicker + billingEmail).
- Vitest 652/652 still green; type-check clean.

Drops the dead `requestMagicLink` from portal.service.ts.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 15:34:02 +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
b6996f9a31 test(e2e): repair 26 Playwright smoke-test failures
Failures were mostly stale selectors, not product regressions:

- .or() traps matching the topbar "+ New" button → use specific names
  (Add Webhook, New Field, New Template)
- broad /create|add|new/ patterns → same fix
- [role="dialog"] overlay matched before content → getByRole('dialog').last()
- locator('input') picked hidden Radix Select inputs → getByPlaceholder /
  getByRole('combobox', { name })
- 11-global-search rewritten for the inline topbar search (the cmdk
  CommandDialog the old tests targeted was replaced)
- missing .first() causing strict-mode failures on notifications heading,
  version history text, nav links
- dashboard landing test: no h1 exists, target KPI text instead
- activity-feed: items aren't anchors; match action badge text
- monitoring data-leak check scoped to <main> (sidebar has Email/Documents)
- admin API without port context returns 400 (not 403) for non-admins —
  accept 400 as a valid "blocked" status in the sales-agent test

Also dropped dead imports and unused locals surfaced by lint-staged.

Full suite: 124 passed (11.2m).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 17:24:52 +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