Commit Graph

6 Commits

Author SHA1 Message Date
0df761f4ad fix(audit-wave-9): add mobile cardRender to remaining admin lists
Five DataTable consumers were rendering as horizontally-scrolling
desktop tables on mobile because they had no cardRender prop. Now they
collapse to a vertical card list below the lg: breakpoint with the
same actions inline:

- admin/tags/tag-list
- admin/roles/role-list
- admin/ports/port-list (also: Active/Inactive badge -> StatusPill)
- admin/document-templates/template-list (also: Active/Inactive badge
  -> StatusPill)
- admin/custom-fields/custom-fields-manager

All five now share the user-list / berth-list pattern: row-card with
title, secondary meta, and trailing action buttons; same TanStack
table instance powers both the desktop table and the mobile cards.

Closes ui/ux H2 + extends M2 (status-pill coverage).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:00:35 +02:00
6ca94ee3f1 fix(compiler): migrate 6 list pages to useQuery (set-state-in-effect)
Replaces the useState + useEffect + apiFetch pattern with TanStack
Query in six admin list pages — same pattern, mechanical refactor:

- admin/tags/tag-list
- admin/ports/port-list
- admin/roles/role-list
- admin/users/user-list
- admin/document-templates/template-list
- admin/webhooks/page
- dashboard/timezone-drift-banner (also: detected-tz reads via
  useSyncExternalStore so render stays pure)

Side benefits: list refetches now share a query cache across tabs
(via @tanstack/query-broadcast-client-experimental that was wired
up earlier this branch), so when admin A edits a role in one tab,
admin B's tab sees the updated row without a manual reload.

set-state-in-effect warnings: 51 → 45.

Verified: tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:34:24 +02:00
660553c074 feat(admin+search): user-mgmt polish, role labels, search keyword index
Admin search now matches against per-card keyword lists so typing
"client portal", "smtp", "tier ladder" lands on the System Settings card
(which hosts those flags). The same keyword list extends the topbar
global search (NAV_CATALOG) so any setting key resolves from the cmd-K
input — settings results sort to the bottom of the dropdown beneath
entity hits.

User management:
- Third action button (Power/PowerOff) enables/disables sign-in from the
  desktop list; mobile card dropdown gains the same item. Backed by the
  existing userProfiles.isActive flag — withAuth already refuses
  disabled sessions with 403.
- UserForm collects first + last name (canonical) alongside displayName,
  with admin email-change behind a confirmation modal. On confirm we
  send the OLD address an automated "your admin changed your sign-in
  email" notice (new template at admin-email-change.ts) and rewrite
  the Better Auth user row.
- Phone field swaps the bare tel input for the shared PhoneInput
  (country combobox + AsYouType formatting + E.164 storage).
- "Manage permissions" link points to /admin/roles?focusUser=… as
  a stepping stone for the future fine-tuned-permissions UI.

Role names normalize through a new ROLE_LABELS + formatRole() helper
in constants.ts. Replaces the ad-hoc humanizeRole in sidebar and the
prettifyRoleName in role-list; user-list and user-card now render
"Sales Agent" instead of "sales_agent". Custom roles pass through
unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:14:12 +02:00
5c8c12ba1f feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
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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
8699f81879 chore(style): codebase em-dash sweep + minor layout polish
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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
f60159e91a Implement admin users and roles management
- Add user CRUD: list, create (via Better Auth), update role/status, remove from port
- Add role CRUD: create, update permissions, delete with system role protection
- Full permissions matrix UI with accordion groups and per-action checkboxes
- Validators, services, API routes, and UI components following existing patterns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 15:47:11 -04:00