Commit Graph

9 Commits

Author SHA1 Message Date
4233aa3ac3 fix(audit-wave-9): standardize on Sheet for previews; doctrine in CLAUDE.md
Swap the one outlier (client-interests-tab.tsx) from Vaul Drawer to
Sheet side=right so every detail-preview surface uses the same
primitive. Document the doctrine: Sheet for side panels on both desktop
and mobile; Vaul Drawer reserved for mobile-only bottom-sheet UX
(currently just MoreSheet).

Closes ui/ux M11.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 11:50:07 +02:00
5c8c12ba1f feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Some checks failed
Build & Push Docker Images / lint (push) Successful in 1m32s
Build & Push Docker Images / build-and-push (push) Failing after 32s
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.

USER SETTINGS (rebuild)
  - Country + Timezone selectors with cross-defaulting
  - Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
  - Email change with verification flow (user_email_changes table,
    OLD-address cancel link + NEW-address confirm link)
    + EMAIL_CHANGE_INSTANT=true dev shortcut
  - Password reset triggered via better-auth requestPasswordReset
  - Profile photo upload + crop (square 256×256) via shared
    <ImageCropperDialog> + /api/v1/me/avatar

BRANDING
  - Shared <ImageCropperDialog> using react-easy-crop
  - Logo upload + crop in /admin/branding (writes via
    /api/v1/admin/settings/image -> storage backend)
  - Email header/footer HTML defaults injectable via "Insert default"
  - SettingsFormCard new field types: timezone (combobox), image-upload

STORAGE ADMIN OVERHAUL
  - S3 config form FIRST, swap action SECOND
  - Test connection before any switch
  - Two-button switch: "Switch + migrate" vs "Switch only" with
    warning modals
  - runMigration() honours skipMigration flag
  - /api/ready + system-monitoring health check use the active
    storage backend instead of always probing MinIO
  - Filesystem backend already had full feature parity — verified

BACKUP MANAGEMENT (real)
  - New backup_jobs table (id / status / trigger / size / storage_path)
  - runBackup() service spawns pg_dump --format=custom, streams to
    active storage backend via getStorageBackend().put()
  - /admin/backup page: trigger, history, download .dump for restore
  - Super-admin gated

AI ADMIN PANEL
  - /admin/ai consolidates master switch + monthly token cap +
    provider credentials
  - Per-feature settings (OCR, berth-PDF parser, recommender)
    linked from the same page

ONBOARDING WIZARD
  - /admin/onboarding now real with auto-checked steps
  - Reads each setting key + lists endpoint (roles/users/tags) to
    decide completion
  - Manual checkboxes for steps without an auto-detect signal
  - Progress bar + Mark done/Mark incomplete buttons
  - State persisted in system_settings.onboarding_manual_status

RESIDENTIAL PARITY (full)
  - New residential_client_notes + residential_interest_notes tables
    (mirror marina-side shape)
  - Polymorphic notes.service.ts extended (verifyParent, listForEntity,
    create, update, delete) for residential_clients/_interests
  - <NotesList> component accepts the new entity types
  - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
  - 2 new activity endpoints (residential clients + interests)
  - residential-client-tabs.tsx + residential-interest-tabs.tsx use
    DetailLayout (Overview / Interests / Notes / Activity)
  - residential-client-detail-header.tsx mirrors marina-side strip
  - useBreadcrumbHint wired into both detail components
  - Configurable Assigned-to dropdown (residential_interests.view perm)

CONFIGURABLE RESIDENTIAL STAGES
  - residential-stages.service.ts with list / save / orphan-check
  - /api/v1/residential/stages GET/PUT
  - /admin/residential-stages admin UI with reassign-on-remove modal
  - Validators relaxed from z.enum to z.string

DOCUMENSO PHASE 1
  - Schema: document_signers.invited_at / opened_at /
    last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
  - Schema: documents.completion_cc_emails (text[]) +
    auto_reminder_interval_days (int)
  - transformSigningUrl() now maps SignerRole -> URL segment via
    ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
    Risk #5 where approver invites landed on /sign/error
  - POST /api/v1/documents/[id]/send-invitation with auto-pick of
    next pending signer
  - Per-port settings: documenso_developer_label / _approver_label
    + documenso_developer_user_id / _approver_user_id (Phase 7
    Project Director RBAC binding fields)

ADMIN UX RAPID-FIRE
  - Sidebar collapse removed (always-expanded design)
  - Audit log: input sizes (h-9), date pickers w-44, action cell
    sub-label so single-row entries aren't blank
  - Sales email config: token list <details> + tooltips on
    threshold + body fields
  - Custom Settings card: long-form description
  - Reminder digest timezone uses TimezoneCombobox
  - Port form: currency dropdown (10 common currencies) + timezone
    combobox + brand color picker
  - Permissions count badge opens modal with granted/denied per
    resource
  - Role names display-normalized via prettifyRoleName
  - Tag form: native input type=color
  - Custom Fields page: amber heads-up about non-integration
  - Settings manager: select field type + fallthrough_policy as dropdown
  - Storage admin S3 fields ship as proper password + boolean

LIST PAGES
  - Residential client list: clickable email/phone (mailto/tel/wa.me)
  - Residential interests + Documents Hub search inputs sized h-9

CURRENCY API
  - scripts/test-currency-api.ts verifies live Frankfurter fetch
    -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001

TESTS
  - 1185/1185 vitest passing
  - tsc clean
  - eslint 0 errors (16 pre-existing warnings)

Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
Matt Ciaccio
b4fb3b2ca6 fix(audit): MEDIUMs sweep — mobile More-sheet, portal profile, inline override, dialog UX, ext-EOI gate
R2-M11: mobile More-sheet missing 4 destinations. Added Reservations,
Notifications, Residential, Website analytics — anyone using mobile
chrome to triage on the go can now reach those domains.

R2-M12: portal had no profile / change-password surface. New
/portal/profile page with read-only contact details + a
ChangePasswordForm component, backed by a new POST
/api/portal/auth/change-password endpoint and
changePortalPassword() service function. Audits both ok and failure
cases at warning severity. Added Profile to PortalNav.

R2-M1: portal dashboard "My Memberships" tile had no href and no
/portal/memberships route — dead-end on tap. Hidden until a
memberships page ships; the count remains in the underlying data.

R2-M7: InlineStagePicker never sent override:true so users with
interests.override_stage couldn't actually use the perm from the
inline chip — they had to fall back to the modal picker. Now the
picker auto-detects when a transition isn't legal AND the user has
override_stage, sets override:true, and supplies a default reason.

Frontend M2: hard-delete-dialog confirm stage now has a "Send a new
code" link in case the original expired before the user could enter
it. Avoids forcing a full Cancel + reopen.

Frontend M4: audit-log-list date-range validation. From > To now
shows an inline error and skips the request rather than firing an
empty-range query that surfaces "no entries found".

R2-M6: external-EOI route now requires interests.edit AND
documents.upload_signed (defense-in-depth) — uploading a signed EOI
mutates interest state, so the upload-signed perm alone shouldn't
let a custom role flip an interest.

1175/1175 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 22:38:59 +02:00
Matt Ciaccio
5fc68a5f34 fix(audit): frontend HIGHs — surface fetch errors, kill href=#, invalidate queries, toast over alert
R2-H10: webhook-delivery-log and audit-log-list both swallowed fetch
errors silently — failed loads showed spinner forever or stale data.
Both now set a loadError state, show an inline retry banner, and fire
a toast.error. Same applies to audit-log loadMore.

R2-H11: audit-log-card rendered as `<a href="#">` — tapping on mobile
inserted `#` in the URL and scrolled to top (back-button trap).
ListCard now treats `href` as optional and renders a non-link `<div>`
when omitted; audit-log-card no longer passes href.

R2-H12: smart-archive-dialog only invalidated ['clients'] / ['berths']
/ ['interests']. Detail header kept showing Archived=false until hard
reload. Now also invalidates ['clients', clientId] and removes the
['client-archive-dossier', clientId] cache so re-open re-fetches.

R2-H13: client-list bulk mutation used native alert() on partial
failure (blocking the page) and had no onError handler. Replaced with
toast.warning / toast.success / toast.error.

1175/1175 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 22:18:14 +02:00
Matt Ciaccio
d2171ea79b feat(audit): comprehensive logging — auth events, severity, source, IP
Audit log was previously silent on authentication and on background
work. This wires:

- Login (success + failed) and logout via a wrapper around better-auth's
  [...all] handler. Failed logins are severity 'warning' and carry the
  attempted email so brute-force attempts surface in the inspector.
- New severity (info|warning|error|critical) and source (user|auth|
  system|webhook|cron|job) columns on audit_logs. permission_denied
  defaults to 'warning', hard_delete to 'critical'.
- Webhook delivery success/failure/DLQ/retry now write audit rows
  alongside the webhook_deliveries detail table.
- IP address is now visible as a column in the inspector (was already
  captured at the helper level).
- Audit UI: severity badges per row, severity + source dropdowns, IP
  column, expanded action filter covering hard-delete, webhook events,
  job/cron events.

Migration 0044 adds the two columns + their port-scoped indexes.
1175/1175 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 20:35:34 +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
bcea28cd71 feat(mobile): mobile cards for reminders, audit log, users
Three new <EntityCard> files using the shared <ListCard> shell, wired
into each list page's <DataTable> via cardRender.

  - ReminderCard:   Bell icon, related-entity subtitle (User/Anchor/
                    FileText icon by entity type), due-date meta with
                    past-due flag, accent bar (rose=past-due,
                    amber=pending, slate=snoozed, emerald=done).
                    Snooze/Complete/Edit/Delete in actions menu.
  - AuditLogCard:   Action icon (Plus/Pencil/Trash2/Eye), entity
                    title, "{verb} by {actor}" subtitle, timestamp
                    meta, optional changed-field chip line. Accent
                    bar by action (created=emerald, updated=blue,
                    deleted=rose). Immutable, no actions menu.
  - UserCard:       Initials avatar, displayName/email, role meta
                    (Shield icon), last-login distance, "Inactive"
                    pill when deactivated. Accent bar (violet=
                    super_admin, slate=inactive, none=active).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 15:39:06 +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
8df8ded46c Add user settings, audit log, berth CRUD, and missing endpoints
- PATCH /api/v1/me: self-service profile update (name, phone, timezone)
- User settings page with profile editor + notification preferences
- Audit log API with filtering (entity, action, user, date range)
- Audit log page with search, entity type, and action filters
- Berth create/delete: POST /api/v1/berths + DELETE /api/v1/berths/[id]
- Client duplicates endpoint: GET /api/v1/clients/duplicates?name=
- Replace settings and audit stub pages with real implementations

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 19:45:56 -04:00