Commit Graph

7 Commits

Author SHA1 Message Date
Matt Ciaccio
5d29bfc153 refactor(services): centralize AuditMeta + transactional setEntityTags helper
The same `interface AuditMeta { userId; portId; ipAddress; userAgent }`
was duplicated in 26 service files. Move the canonical definition into
`@/lib/audit` next to the related types and update every service to
import it. `ServiceAuditMeta` (the alias used in invoices.ts and
expenses.ts) collapses into the same name.

Tag CRUD across clients/companies/yachts/interests/berths followed an
identical wipe-then-rewrite recipe with two latent issues: the delete
and insert weren't wrapped in a transaction (a partial failure left
the entity with zero tags) and the audit-log payload shape diverged
(`newValue: { tagIds }` for clients/yachts/companies but
`metadata: { type: 'tags_updated', tagIds }` for interests/berths).

Extract `setEntityTags` in `entity-tags.helper.ts` that performs the
delete+insert inside a single transaction, normalizes the audit payload
to `newValue: { tagIds }`, and dispatches the per-entity socket event
through a switch so `ServerToClientEvents` typing stays intact.

The five `setXTags(...)` service functions now do parent-row tenant
verification and delegate the join-table work + side effects.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 01:58:42 +02:00
Matt Ciaccio
43f68ca093 chore(hardening): maintenance jobs, defense-in-depth, redis-backed public rate limit
- maintenance worker now expires GDPR export bundles (db row + MinIO object)
  on the gdpr_exports.expires_at boundary, plus 90-day retention sweep on
  ai_usage_ledger; both jobs scheduled daily.
- portId scoping added to listClientRelationships and listClientExports
  (defense-in-depth — parent-resource gates already prevent cross-tenant
  reads, but service layer should enforce on its own).
- SELECT FOR UPDATE on parent client/company row inside add/update address
  transactions to serialize concurrent isPrimary toggles.
- public /interests + /residential-inquiries endpoints swap their
  in-memory ipHits maps for the redis sliding-window limiter via the
  new rateLimiters.publicForm config (5/hr/IP), so the cap survives
  restarts and is shared across worker processes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 01:52:41 +02:00
Matt Ciaccio
46937bbcb9 feat(addresses): full CRUD UI for client + company multi-address
Client and company detail pages each gain an Addresses tab with click-to-edit
fields wired to the existing CountryCombobox/SubdivisionCombobox primitives.
Adds a primary toggle that demotes the previous primary inside one transaction
so the partial unique index never trips.

- New service helpers: list/add/update/remove ClientAddress + CompanyAddress
- New routes: /api/v1/clients/[id]/addresses[/addressId], same under companies/
- New shared component: <AddressesEditor> reused by both detail surfaces
- Integration tests cover happy path, primary demotion, and tenant scoping

Tests: 747/747 vitest (was 741, +6 address tests).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:38:43 +02:00
Matt Ciaccio
27cdbcc695 chore(i18n): drop legacy free-text country/nationality columns
Test-data only — no production migration needed (per earlier decision).
Schema is now ISO-only; readers convert ISO codes to localized names where
human-readable output is required (EOI documents, invoices, portal).

Migration 0016 drops:
  - clients.nationality
  - companies.incorporation_country
  - client_addresses.{state_province, country}
  - company_addresses.{state_province, country}

Code paths that previously read free-text values now read the ISO column
and pass through `getCountryName()` / `getSubdivisionName()` for rendering.
Document templates ({{client.nationality}}), portal client view, EOI/
reservation-agreement contexts, and invoice billing addresses all updated.

Public yacht-interest endpoint (/api/public/interests) drops the legacy
fields from its insert path and writes ISO codes only. The Zod validators
no longer accept the legacy fields — older website builds posting raw
'incorporationCountry' / 'country' / 'stateProvince' will get 400s.
Server-side phone normalization is unchanged.

Seed data updated to use ISO codes (GB/FR/ES/GR/SE/IT/GH/MC/PA), spread
across continents to keep test fixtures realistic.

Test assertions updated to match the new render shape (e.g.
'United States' not 'US', 'California' not 'CA').

Vitest: 741 -> 741 (unchanged count; assertions updated, no new tests).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:00:57 +02:00
Matt Ciaccio
999622fd08 feat(companies): show member + yacht counts on list page
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listCompanies returns memberCount (active companyMemberships)
and yachtCount (yachts where currentOwnerType=company), each
fetched as a parallel grouped count after the main page query.
Two new badge columns in company-columns render them between
the tax-id and status columns.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:57:13 +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
037f2544e8 feat(companies): service + validators + unit tests 2026-04-24 12:02:08 +02:00