Commit Graph

8 Commits

Author SHA1 Message Date
221ae5784e chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:

- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
  never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
  after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
  redirects (ocr to ai, reports to dashboard, invitations to users),
  docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
  flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
  let-reassign), set-state-in-effect disables in CountryFlag and
  UploadForSigning preview-bytes effect, unused 'confirm' destructures in
  interest contract + reservation tabs, unescaped apostrophe in test-template
  card copy
2026-05-23 00:52:59 +02:00
Matt Ciaccio
7854cbabe4 perf(audit-tier-3): bulk-fetch the five hot N+1 loops
Replaces per-row fan-out with grouped queries / inArray pre-fetches
across the five dashboard + cron hotspots flagged in the audit
(MED §13 / HIGH §11–14):

* reminders.processFollowUpReminders — was 3 round trips per
  enabled-and-due interest.  Now: filter in JS, single clients
  bulk-fetch, single reminders bulk-insert, single interests
  bulk-update, one summary socket emit.  1k due interests: 6 round
  trips total instead of 3000+.
* portal.getClientInvoices — was a full-table scan filtered in JS.
  Now an inArray push-down on lower(billingEmail) + defensive
  limit(100).  After 12mo this would have been the worst portal
  endpoint.
* interest-scoring.calculateBulkScores — was 6N round trips
  (1 redis + 1 findFirst + 4 counts per interest).  Now 4 grouped
  count queries on the port's interest set + a single redis pipeline
  to refresh the cache.  1k interests: ~7 round trips.
* document-reminders.processReminderQueue — was 5N round trips per
  cron tick (port + template + lastReminder + pendingSigners + send
  per doc).  Now hoists port + per-type template map + grouped
  lastReminder + bulk pendingSigners; per-row work collapses to a
  Map.get and the documenso send.  500 docs: ~7 round trips.
* inquiry-notifications.sendInquiryNotifications — was sequential
  createNotification + emailQueue.add per recipient inside a public
  POST.  Now Promise.all'd; a 20-user port stops blocking the public
  inquiry POST on ~80 round trips.

Test status: 1168/1168 vitest, tsc clean.

Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§11–14 (auditor-I
Issues 1–4) + MED §13 (auditor-I Issue 5).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 20:41:23 +02:00
Matt Ciaccio
fc7595faf8 fix(audit-tier-2): error-surface hygiene — toastError + CodedError sweep
Two mechanical sweeps closing the audit's HIGH §16 + MED §11 findings:

* 38 client components / 56 toast.error sites converted to
  toastError(err) so the new admin error inspector becomes usable from
  user-reported issues — every failed inline-edit, save, send, archive,
  upload, etc. now carries the request-id + error-code (Copy ID action).
* 26 service files / 62 bare-Error throws converted to CodedError or
  the existing AppError subclasses.  Adds new error codes:
  DOCUMENSO_UPSTREAM_ERROR (502), DOCUMENSO_AUTH_FAILURE (502),
  DOCUMENSO_TIMEOUT (504), OCR_UPSTREAM_ERROR (502),
  IMAP_UPSTREAM_ERROR (502), UMAMI_UPSTREAM_ERROR (502),
  UMAMI_NOT_CONFIGURED (409), and INSERT_RETURNING_EMPTY (500) for
  post-insert returning-empty guards.
* Five vitest assertions updated to match the new user-facing wording
  (client-merge "already been merged", expense/interest "couldn't find
  that …", documenso "signing service didn't respond").

Test status: 1168/1168 vitest, tsc clean.

Refs: docs/audit-comprehensive-2026-05-05.md HIGH §16 (auditor-H Issue 1)
+ MED §11 (auditor-G Issue 1).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 20:18:05 +02:00
Matt Ciaccio
6e3d910c76 refactor(interests): migrate callers to interest_berths junction + drop berth_id
Phase 2b of the berth-recommender refactor (plan §3.4). Every caller of
the legacy `interests.berth_id` column now reads / writes through the
`interest_berths` junction via the helper service introduced in Phase 2a;
the column itself is dropped in a final migration.

Service-layer changes
- interests.service: filter `?berthId=X` becomes EXISTS-against-junction;
  list enrichment uses `getPrimaryBerthsForInterests`; create/update/
  linkBerth/unlinkBerth all dispatch through the junction helpers, with
  createInterest's row insert + junction write sharing a single transaction.
- clients / dashboard / report-generators / search: leftJoin chains pivot
  through `interest_berths` filtered by `is_primary=true`.
- eoi-context / document-templates / berth-rules-engine / portal /
  record-export / queue worker: read primary via `getPrimaryBerth(...)`.
- interest-scoring: berthLinked is now derived from any junction row count.
- dedup/migration-apply + public interest route: write a primary junction
  row alongside the interest insert when a berth is provided.

API contract preserved: list/detail responses still emit `berthId` and
`berthMooringNumber`, derived from the primary junction row, so frontend
consumers (interest-form, interest-detail-header) need no changes.

Schema + migration
- Drop `interestsRelations.berth` and `idx_interests_berth`.
- Replace `berthsRelations.interests` with `interestBerths`.
- Migration 0029_puzzling_romulus drops `interests.berth_id` + the index.
- Tests that previously inserted `interests.berthId` now seed a primary
  junction row alongside the interest.

Verified: vitest 995 passing (1 unrelated pre-existing flake in
maintenance-cleanup.test.ts), tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 02:41:52 +02:00
Matt Ciaccio
8699f81879 chore(style): codebase em-dash sweep + minor layout polish
Some checks failed
Build & Push Docker Images / lint (push) Failing after 1m18s
Build & Push Docker Images / build-and-push (push) Has been skipped
Replaces every em-dash and en-dash with regular ASCII hyphens
across comments, JSX strings, and dev-facing logs. Mostly cosmetic
but stops the inconsistent mix that crept in over the last few
months (some files used em-dashes in comments, others didn't,
some used both).

Bundles two small dashboard-layout tweaks that touch a couple of
already-modified files:
- (dashboard)/layout.tsx main padding goes from p-6 to pt-3 px-6
  pb-6 so page content sits closer to the topbar.
- Sidebar now receives the ports list it needs for the footer
  port switcher.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-04 22:57:01 +02:00
Matt Ciaccio
886119cbde refactor(sales): consolidate pipeline stages + wire EOI auto-advance
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.

This commit closes both gaps:

  1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
     STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
     stageLabel / stageBadgeClass / stageDotClass / safeStage /
     canTransitionStage helpers. components/clients/pipeline-constants.ts
     becomes a re-export shim so existing imports keep working.

  2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
     form, stage picker), pipeline board, client card, berth interests tab,
     portal client interests page, dashboard pipeline / funnel / revenue-
     forecast charts, settings pipeline_weights default, dashboard.service
     weights, analytics.service funnel stages, alert-rules stale-interest
     filter, interest-scoring stage rank.

  3. Documents tab wired into interest detail — replaced the placeholder in
     interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
     EOI launcher is back where salespeople work.

  4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
     (forward-only, no-op if interest is already past the target). Called
     from documents.service.ts on send (→ eoi_sent), Documenso completed
     webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).

  5. Transition guard — canTransitionStage() blocks egregious skips
     (e.g. completed → open, open → contract_signed). Enforced in
     changeInterestStage before the DB write.

Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 23:33:53 +02:00
Matt Ciaccio
e06fb9545b sec: lock down 5 cross-tenant IDORs uncovered in second-pass review
1. HIGH — /api/v1/admin/ports/[id] PATCH+GET let any port-admin
   (manage_settings) mutate any other tenant's port row by passing the
   foreign id in the path. Now non-super-admins must target their own
   ctx.portId; listPorts and createPort are super-admin only.

2. HIGH — Invoice create/update accepted arbitrary expenseIds and
   linked them into invoice_expenses with no port check; the GET
   response then re-emitted those foreign expense rows via the
   linkedExpenses join. assertExpensesInPort now validates each id
   belongs to the caller's portId before insert; getInvoiceById's
   join filters by expenses.portId as defense-in-depth.

3. HIGH — Document creation paths (createDocument, createFromWizard,
   createFromUpload) persisted user-supplied clientId/interestId/
   companyId/yachtId/reservationId without verifying those FKs were
   in-port. sendForSigning then loaded the foreign client/interest by
   id alone and pushed their PII into the Documenso payload. New
   assertSubjectFksInPort helper rejects out-of-port FKs at create
   time; sendForSigning's interest+client lookups now also filter by
   portId.

4. MEDIUM — calculateInterestScore read its redis cache before
   verifying portId, and the cache key was interestId-only — a
   foreign-port caller could observe a cached score breakdown.
   Cache key now includes portId, and the port-scope DB lookup runs
   before any cache.get.

5. MEDIUM — AI email-draft job results were retrievable by anyone who
   could guess the BullMQ jobId (default sequential integers). Job
   ids are now random UUIDs, requestEmailDraft validates interestId/
   clientId belong to ctx.portId before enqueueing, the worker's
   client lookup is port-scoped, and getEmailDraftResult requires
   the caller to match the original requester's userId+portId before
   returning the drafted subject/body.

The interest-scoring unit test that asserted "DB is bypassed on cache
hit" is updated to reflect the new (security-correct) ordering.
Two new regression test files cover the email-draft binding (5 tests).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 02:48:43 +02:00
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
Some checks failed
Build & Push Docker Images / build-and-push (push) Has been cancelled
Build & Push Docker Images / deploy (push) Has been cancelled
Build & Push Docker Images / lint (push) Has been cancelled
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