Commit Graph

14 Commits

Author SHA1 Message Date
52342ee45d feat(uat-batch-4): a11y form primitives + click-to-preview + EOI empty-state + lint guards
- FieldError primitive (role=alert, aria-live) — used by Wave 3
  form-error UX work.
- FieldLabel primitive (Label + Info-tooltip slot) — foundational for
  the platform-wide admin-settings tooltip audit.
- ESLint guard against em-dash in user-facing JSX text inside
  src/components + src/app (warning, not error; 111 existing instances
  flagged for follow-up sweep).
- FileGrid card body becomes click-to-preview button (was hidden under
  a kebab); aria-label per row; kebab keeps Download/Rename/Delete.
- DocumentList: title cell on rows with signedFileId opens
  FilePreviewDialog; kebab gains Download action (was missing
  per UAT). Single FilePreviewDialog instance lifted to the parent.
- DocumentList type extended with signedFileId.
- EOI empty state: third ghost button "Mark signed without file"
  wired to existing MarkExternallySignedDialog (parity with
  reservation tab).
- Watcher empty-state padding fix on document-detail.

tsc clean. 1419/1419 vitest. lint clean on touched files.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:20:13 +02:00
4b5f85cb7d fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).

CRITICAL (3):
 - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
   no longer silently drop interest links
 - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
 - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
   callers must go through /stage with the override-guard chain

HIGH (14/15):
 - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
   interests/documents/reservations/reminders/invoices (migration 0070)
 - H-02 login page reads ?redirect= param with same-origin guard
 - H-03 CRM invite token moves to URL fragment so it never lands in
   nginx access logs / Referer headers
 - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
 - H-05 toggleAccount writes an audit row
 - H-06 upsertSetting masks any value whose key ends with _encrypted
 - H-07 archiveClient cascade fires per-interest audit rows
 - H-08 createSalesTransporter applies SMTP_TIMEOUTS
 - H-09 AppShell stable children — viewport flip across breakpoint no
   longer destroys in-progress form drafts
 - H-10 portal documents page swaps Unicode glyph status icons for
   Lucide CheckCircle2/XCircle/Circle + aria-labels
 - H-12 list components swap alert(...) for toast.warning(...)
 - H-13 5 icon-only buttons gain aria-label
 - H-14 parseBody treats empty bodies as {}
 - H-15 admin layout renders a 403 panel instead of silent bounce
 - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet

MEDIUM (28+):
 - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
   WHEREs across custom-fields, notes (all 6 entity types x update +
   delete), client-contacts, yacht ownerClient lookup, webhook reads
 - M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
 - M-EM01 portal-auth emails thread through portId
 - M-EM02 sendEmail accepts cc/bcc params
 - M-EM04 notification_digest catalog key
 - M-IN01 portal presigned download URLs use 4h TTL
 - M-IN02 OpenAI client lazy-instantiated
 - M-IN04 stale pdfme refs updated to pdf-lib AcroForm
 - M-IN05 umami.testConnection returns tagged union
 - M-L01 reservations tenure_type unified with berths
 - M-L02 report-generators canonicalize stage values
 - M-AU01 audit log placeholder copy fixed
 - M-AU04 outcome_set / outcome_cleared distinct audit verbs
 - M-NEW-2 activity feed entity name+type separator
 - M-R01 portal allowlist narrowed + portal_session backstop in proxy
 - M-SC02 companies archived partial index
 - M-SC04 audit_logs.searchText documented as DB-managed
 - M-S01 storage_s3_access_key_encrypted admin field
 - M-U01 audit log empty state uses <EmptyState>
 - M-U09 invoice delete dialog -> <AlertDialog>
 - M-U10 toast.success on ClientForm + InterestForm create/edit
 - M-U11 settings-form-card logo preview alt text
 - M-U14 mobile topbar title on clients/yachts/interests/berths
 - M-U15 Invoices in mobile More-sheet

LOW (6/8):
 - L-AU01 severity defaults for security-relevant verbs
 - L-AU02 +13 missing actions in admin audit filter
 - L-AU03 +7 missing entity types in admin audit filter
 - L-AU04 dead listAuditLogs stubbed
 - L-D02 CLAUDE.md Owner-wins chain tightened

Bonus — Document detail polish (#67 partial, 3/6 deliverables):
 - state-aware action button per signer
 - watcher Add UI with display-name resolution
 - cleanSignerName cleanup

Prior session work bundled in:
 - Documenso v2 webhook + envelope-ID normalization + sequential signing
 - SigningProgress UI redesign (avatars, per-signer state, timestamps)
 - env->admin settings registry + RegistryDrivenForm + encrypted creds
 - Embedded-signing card + Test connection + setup help
 - Dev-mode EMAIL_REDIRECT_TO banner
 - Pipeline rules admin page
 - Sales email config card
 - Audit log details Sheet
 - EOI tab: Finalising badge, absolute timestamps, sequential indicator
 - Notes pipeline_stage_at_creation (migration 0069)
 - Documenso numeric ID dual-key webhook (migration 0068)
 - Dimensions criterion copy (migration 0067)

Tests: 1374/1374 vitest pass. tsc clean. lint clean.

See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
0d9208a052 fix(audit): A1/A2/A4/A6/A8/A9/A16/A17/A19/A20 from 2026-05-15 sweep
Knocks out 10 of the 13 known issues from yesterday's Playwright audit.

A4 — Client form silently rejected submit when a contact row had an
empty value. The F19 filter ran in mutationFn after zod's
handleSubmit had already short-circuited on min(1). Now wraps the
onSubmit to prune empty rows BEFORE handleSubmit/zod sees them.

A16 — File upload to documents hub root 400'd because FormData.get
returns null for absent fields and zod's .optional() rejects null.
Route handler now coerces null/empty → undefined before parse.

A17 — Added /api/v1/me/ports endpoint that any authenticated user
can hit; client.ts now uses it as the bootstrap port-slug→port-id
resolver. Eliminates the wasteful 400s sales-reps and viewers were
firing on every page load against the super-admin-gated /admin/ports.

A1 — Filter permission_denied actions from the dashboard activity
feed. Still in the audit log; just not noise on the dashboard.

A2 — New LEGACY_STAGE_REMAP table + canonicalizeStage / stageLabelFor
helpers in lib/constants. Activity-feed maps legacy 9-stage enum
values (deposit_10pct, contract_sent, etc.) to their 7-stage labels
on the way out, so historical audit rows read as "Deposit Paid" not
"Deposit 10Pct".

A19 — Same-stage write now returns 204 No Content. Service returns
a STAGE_NOOP sentinel; the route handler translates it.

A9 — Catch-up wizard now derives stage from berth status (under_offer
→ EOI, sold → contract) with a stageOverride state for explicit
user picks. Avoids the set-state-in-effect rule violation.

A20 — OwnerPicker shows a "Client / Company" hint chip on the
trigger when no value is set, so users know the trigger opens a
two-tab picker instead of just a client list.

A8 — Migration 0066 normalizes legacy `statusOverrideMode = 'auto'`
to NULL so the column lives at strictly 3 states.

A6 — file-preview-dialog gets a screen-reader DialogDescription so
the Radix "Missing aria-describedby" warning stops firing on every
preview.

A18 closed as not-a-bug: /api/v1/users genuinely doesn't exist
(Next returns 404); /api/v1/admin/audit exists and 403s.

A5 (Socket.IO dev noise) + A3 (react-grab CSP) left for a separate
pass — both are dev-only cosmetic.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 01:12:20 +02:00
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
d1c9469fa7 feat(deps): Tier 2 UX polish — embla, lightbox, gestures, virtuoso, motion
Installs all five Tier 2 polish deps the audit flagged. Each integrates
where it adds concrete value today:

- **embla-carousel-react** — shadcn-style `<Carousel>` primitive in
  `src/components/ui/carousel.tsx`. Available for future berth/yacht
  photo galleries; no current call site beyond the primitive.
- **yet-another-react-lightbox** — wired into the image branch of
  `file-preview-dialog.tsx`. Clicking the preview image now opens a
  fullscreen lightbox with zoom/pan/keyboard nav. Lazy-loaded so the
  ~50kb only ships when a user actually previews an image.
- **@use-gesture/react** — `usePinch` on the PdfViewer's content
  pane for native pinch-zoom on tablets/phones. Clamped to the
  same [50%, 300%] range as the +/- buttons; desktop wheel still
  scrolls.
- **react-virtuoso** — installed but NOT wired. Inbox is naturally
  bounded by recent-notifications filter at ~10-20 items; ScrollArea
  handles it fine. Reserve for actual scale issues (admin audit log
  archive, etc.).
- **motion** — installed but NOT wired. Pipeline kanban uses
  dnd-kit's own transforms and conflicts with motion's layout
  animation. @formkit/auto-animate already handles list-mutation
  animations elsewhere. Available for opportunistic adoption when
  a polish surface emerges that the existing libraries don't cover.

Verified: tsc clean, vitest 1315/1315, next build green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:29:22 +02:00
d0a3a054b6 feat(deps): pdfjs-dist + react-pdf for consistent in-app PDF preview
Replaces the `<iframe src={presignedUrl}>` preview path which
delegated rendering to the browser's built-in PDF viewer. The iframe
worked on desktop but failed on mobile (older Android Chrome
refuses inline PDFs; iOS Safari opens a new tab).

`<PdfViewer>` renders via pdfjs-dist + react-pdf so the experience
is identical across all browsers + form factors. Adds page nav,
zoom controls, and per-page accessibility labels.

Lazy-loaded via next/dynamic with ssr:false — pdfjs is ~150kb gzip,
no route ships it unless a PDF is actually previewed.

pdfjs worker + CMaps + fonts loaded from unpkg CDN pinned to the
matched pdfjs-dist version (first-load cost paid once per user, no
bundle-size impact on routes that never preview a PDF).

Verified: tsc clean, vitest 1315/1315, next build green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 22:56:42 +02:00
1bdc856589 feat(documents-hub): NewDocumentMenu dropdown + FolderDropZone drag-drop
Replaces the bare "+ New document" Button on the documents hub with a
NewDocumentMenu dropdown so reps explicitly pick between:
- "Upload file" → opens a Dialog with FileUploadZone scoped to the
  current folder + entity context. No signing flow attached.
- "Generate document for signing" → navigates to /documents/new wizard.

Avoids the prior ambiguity where reps clicked "+ New document" intending
to attach a file and were dropped into the Documenso signer wizard.

Also adds FolderDropZone wrapping FlatFolderListing and EntityFolderView.
Dragging files from the OS over the current folder shows a drop overlay;
drop fires N parallel uploads carrying the folder + entity context.
Mirrors the per-entity Files tab UX but works in-place on the hub.

Both surfaces hit /api/v1/files/upload with folderId + entityType/Id +
the legacy clientId/companyId/yachtId FKs so files land on the right
entity AND inside the correct folder.

Also includes the in-flight prettier reformat from lint-staged on a
few previously-touched files (create-document-wizard, file-upload-zone,
admin/documenso/page) and adds the standalone prod-readiness audit
report to docs/superpowers/audits/ for permanent reference.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 17:59:34 +02:00
880c5cbafc feat(documents-wizard): replace UUID-paste fields with searchable pickers + inline upload
Reps no longer have to copy/paste UUIDs into the New-document wizard.

Three UUID inputs replaced:
- Template id Input → DocumentTemplatePicker (queries /api/v1/document-templates
  with name search; filters to isActive=true)
- Uploaded file id Input → inline FileUploadZone (drop or browse PDF; surfaces
  the uploaded file id directly to the wizard via the new onUploadComplete
  signature)
- Subject id Input → conditional picker: ClientPicker / CompanyPicker /
  YachtPicker / InterestPicker depending on the subject-type dropdown.
  Reservation falls back to Input for now (no ReservationPicker yet).

Other polish in the wizard:
- SIGNER_ROLES labels capitalized in the role select (client → Client, etc.)
  via a formatSignerRole() helper. Internal values stay lowercase.
- Pinned h-9 on Select triggers so the type/subject row + signer-role select
  vertically align with their adjacent inputs.
- Subject-type change now resets subjectId — picker options are type-specific
  and a stale id from a different entity table would be invalid.

Infrastructure for hub uploads (will be consumed in a follow-up dropdown +
drag-drop pass):
- /api/v1/files/upload route now parses folderId from FormData (schema
  already supported it).
- FileUploadZone accepts a folderId prop and forwards it, plus a new
  onUploadComplete(file) callback shape that surfaces { id, filename } on
  each successful upload. Existing per-entity callers (Files tab on clients,
  companies, yachts, interests) ignore the arg, no behaviour change.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 15:17:02 +02:00
0e8feb1073 chore: prettier format pass on branch files
Auto-format all files modified during the documents-hub-split feature
branch that were not yet aligned with the project's Prettier config
(single quotes, semicolons, trailing commas).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 13:01:47 +02:00
b6f55636ab chore(documents): remove legacy /documents/files route + folder tree
The /documents/files page rendered a storagePath-prefix folder tree
disconnected from document_folders. Replaced by the unified hub
(Task 15). 301 redirect catches stray bookmarks. file-browser-store
repurposed to hold the document_folders.id selection.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 12:47:11 +02:00
8dc16dcd2e fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
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Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.

Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
  verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
  buggy issuer in some future code path that mixes port scopes — every
  storage key generated by generateStorageKey() already prefixes the
  slug. document-sends opts in for 24h emailed download links; other
  callers continue working unchanged via the optional field.

DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
  DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
  uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
  (storage_backend, NULL) rows that had accumulated from race-prone
  delete-then-insert patterns in ocr-config / settings / residential-
  stages / ai-budget services. All four services converted to true
  onConflictDoUpdate upserts so the race window is closed.

API uniformity:
- Response shape standardization: 16 routes converted from
  `{ success: true }` to 204 No Content. CLAUDE.md documents the
  convention (`{ data: <T> }` for content, 204 for empty mutations,
  portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
  (custom-fields, expenses/export ×3, currency convert,
  search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
  versions, parse-results}). Uniform 400 error shapes for
  ZodError-flagged bodies.

Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
  `{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
  the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
  per-port custom_field_definitions for client/interest/berth contexts
  and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
  tokens now expand (search index + entity-diff remain documented
  design limitations).

/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
  alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
  visible Documents tab in company-tabs.tsx (was a hidden stub).

Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
  worker handlers). Both are placeholders for future feature surfaces,
  not bugs — per-port digest works for every customer; nothing
  currently enqueues import jobs (verified). Annotated in BACKLOG.

BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).

Tests: 1185/1185 vitest, tsc clean.
2026-05-08 02:20:27 +02:00
082d4f20e3 Fix all TypeScript errors: restore proper types and typed route casts
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- Restore `as any` casts for Next.js typedRoutes on dynamic routes
- Use proper types for PDF templates, invoice/expense data, DB schema
- Fix PgColumn casts in sort helpers for expenses/invoices
- Add null guards for optional port/client in record-export
- Fix vitest config (remove invalid poolOptions)
- Lint: 0 errors, TypeScript: 0 errors

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:29:55 +01:00
4c20bcffcd Fix all ESLint errors: remove unused imports, replace any types
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- Remove ~60 unused imports and variables across 88 files
- Replace ~80 `any` type annotations with proper types (unknown,
  Record<string, unknown>, or specific types)
- Prefix unused callback args with underscore
- Fix unescaped JSX entities
- Lint now passes cleanly (0 errors, 2 intentional img warnings)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:06:18 +01:00
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