Commit Graph

746 Commits

Author SHA1 Message Date
fc994cd88b fix(eoi): silence Documenso's own lifecycle emails on createDocument
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The local-fill EOI pathway creates fresh Documenso envelopes via
createDocument, which (unlike the template pathway that inherits
template 8's all-false emailSettings) used Documenso's defaults — every
email event defaults to true on both the v1 and v2.13 APIs. So Documenso
fired its OWN unbranded "Waiting for others to complete signing." and
"Signing Complete!" emails (signed PDF attached, reply-to sales@),
bypassing EMAIL_REDIRECT_TO and duplicating the CRM's branded sends.

Force emailSettings to all-false (DOCUMENSO_SILENT_EMAIL_SETTINGS) on
every createDocument call (v1 JSON + v2 multipart). The CRM stays the
sole sender of signing comms. Verified against the live v2.13 OpenAPI +
template 8's stored meta.

Also stop the EMAIL_REDIRECT_TO gate from appending "(was: <email>)" to
the recipient NAME: a "Name" field auto-fills from it into the signed
PDF, so the annotation overlapped the signature. Redirect the email
only; the original is still logged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 13:20:55 +02:00
e17476f3e3 fix(eoi): v1 field placement uses percent coords, not absolute points
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Documenso 2.x's v1-compat POST /documents/{id}/fields expects percent
coordinates (0-100), same as v2 — but placeFields multiplied by a hardcoded
A4 page size, so 39.6% became ~237 and was read as 237%, placing the EOI
signature fields far off-page. Send percent straight through (matches
template-native fields, which render correctly). Drop the now-dead
getPageDimensions/DEFAULT_PAGE_DIMENSIONS A4 fallback.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 04:05:42 +02:00
f4cfc5600f fix(eoi): uppercase Documenso recipient roles at the API boundary
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The local-fill EOI pathway passed lowercase roles ('signer'/'approver') to
createDocument; Documenso's API requires UPPERCASE (CC|SIGNER|VIEWER|APPROVER|
ASSISTANT) and rejected them with a 400 "Invalid enum value", surfacing as a
502 DOCUMENSO_UPSTREAM_ERROR on generate. Normalize role to uppercase where
safeRecipients is built so both v1 + v2 paths and all callers are covered.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 03:37:14 +02:00
0ca9b2c3b5 feat(eoi): toggleable local-fill pathway — clean detail render + address wrapping
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EOI detail fields (address, name, yacht, berth) rendered oversized and
top-clipped because Documenso auto-sizes AcroForm text when *it* fills the
template (ignores the PDF's 12pt font; a taller box → bigger font → more clip,
and a 2-line address box renders huge). Proven: filling the same source PDF
locally at 12pt renders cleanly and wraps long addresses to a 2nd line.

Add a per-port `eoi_fill_method` setting (default `local`), toggleable in
admin → Documenso → Templates & signing pathway:
- local:     CRM fills + flattens the source PDF (pdf-lib, fixed 12pt +
             multiline address wrap), uploads the flattened PDF to Documenso,
             and places ONLY the 6 page-3 signature fields. Documenso never
             re-renders the body text → no clipping.
- documenso: legacy template AcroForm fill (auto-sizes/clips) — fallback only.

Both still flow through Documenso for signing, so branded invites, embedded
signing, webhooks, signer rows, and the EOI milestone are unchanged.

- computeEoiSignatureLayout(): 6 page-3 fields at template-8 coords (unit-tested)
- createDocument (v1): PUT bytes to Documenso's presigned uploadUrl (2.x v1-compat
  ignores the base64 field) so the uploaded document actually has content
- placeFields (v1): pass fieldMeta through so the Place-of-Signing TEXT field
  keeps its label/required

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 02:48:11 +02:00
af05bb18dc fix(documenso): follow v1 /download JSON {downloadUrl} to fetch the real signed PDF
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Documenso 2.13's v1-compat `GET /api/v1/documents/{id}/download` returns JSON
`{ downloadUrl }` (a presigned S3 URL), not raw PDF bytes. `downloadSignedPdf`
was doing `res.arrayBuffer()` directly, so it stored the ~500-byte JSON as the
"signed PDF" — every signer got a corrupt attachment ("Adobe could not open …
damaged") and the corrupt file was filed against the deal in the CRM.

Fix: magic-byte detection — if the v1 /download body isn't a `%PDF-`, parse the
JSON and follow `downloadUrl` to fetch the actual file; validate the result is a
real PDF before returning. Backward-compatible with older v1 servers that return
the PDF directly. This also protects the CRM deposit + email fan-out, since both
consume downloadSignedPdf's buffer — a non-PDF now throws instead of depositing.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012iJPYbh5X53iBh9h7ffQoy
2026-06-24 23:55:16 +02:00
1c91d76c52 feat(signing): internal "who signed" + completion email alerts to configurable recipients
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Adds a per-port `signing_notification_recipients` setting (users / roles /
explicit emails via the existing RecipientPicker) and fires a branded
internal email on (a) each party signing and (b) full completion —
replicating the legacy "Document Signed" / "EOI Complete Update Status"
Activepieces flows that staff relied on.

- New branded template `signing-status-notification.tsx` (per-signer
  progress + completion variants, deep-links into the CRM).
- New `sendSigningStatusNotification` resolver in document-signing-emails:
  resolves recipients, falls back to the port reply-to (sales@) when the
  list is empty so alerts are never silently dropped, per-recipient send.
- Wired into `handleRecipientSigned` (first signed transition) and
  `handleDocumentCompleted` (idempotent, fires once) — reached by both the
  Documenso webhook and the 5-min poll. Fully guarded so a notification
  failure never undoes a signing side effect. Respects EMAIL_REDIRECT_TO.
- Admin UI: `Document signing alerts` recipients card in settings.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012iJPYbh5X53iBh9h7ffQoy
2026-06-24 21:38:22 +02:00
352b2420b7 fix(ui): mobile cutoff polish — onboarding banner + yacht owner truncate (R1/R2)
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Responsive-overflow sweep findings (tests/e2e/matrix/responsive-overflow.spec.ts):

- R1: the onboarding banner's verbose "N of M steps done. Next: <link>" was
  clipped on mobile (extended ~160px past a 390px viewport) and duplicated the
  always-visible "View checklist" button. Now hidden below sm:; mobile shows
  just "Setup X% complete" + the checklist button.
- R2: yacht card owner subtitle used inline-flex + truncate, so a long owner
  name overflowed ~11px on the narrowest widths. Switched to flex min-w-0 so it
  truncates within the card.
- Detector: skip SVG internals (icons / the react-grab dev overlay) and elements
  inside overflow-x scroll containers (data tables scroll on purpose) to drop
  false positives. Sweep now confirms mobile/tablet clean + no real desktop
  overflow (berths wide table is the DataTable's intended horizontal scroll).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 16:23:56 +02:00
459c68a2c3 feat(rbac): residential-partner route lockdown + role-aware mobile nav
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UAT (residential partners must have zero access to anything non-residential;
no marina dashboard). Server-side their permission map already 403s every
marina domain — this locks the client surface to match:

- AppShell: a residential-only user (residential_clients.view && !clients.view,
  non-super-admin) is redirected off ANY non-residential route to
  /residential/clients. Blocks the marina dashboard + every marina page in one
  place; personal surfaces (settings, inbox) stay reachable. (Fixes F4 — they
  no longer land on a marina dashboard of 403-ing empty widgets.)
- Mobile bottom tabs were hardcoded Dashboard/Clients/Berths regardless of role;
  now role-aware — residential-only users get Residential Clients/Interests
  instead of marina tabs they 403 on. (Fixes F5.)
- e2e: stale `#email` login selector → `#identifier` (smoke helper) — a real
  reason the smoke auth specs fail independent of the dev-server OOM.
- New crash-safe `matrix` Playwright project (role×viewport access matrix +
  responsive overflow sweep) — lean alternative to the full suite which
  OOM-crashes next dev locally.

Verified: matrix run shows residential_partner redirected to residential +
residential-scoped mobile tabs; 403s unchanged; tsc + eslint + 42 permission
tests pass.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 15:53:22 +02:00
adc9802361 fix(rbac): sales/operational roles see deal alerts; quiet admin-only onboarding probe
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UAT findings from the Sales-role functional walkthrough:

F1 — The deal-alert feed (stale interest, hot-lead-silent, EOI unsigned,
signer overdue, reservation-needs-agreement, berth stalled, expense dupes)
was gated on admin.view_audit_log, so salespeople got a 403 on the Alerts
inbox. None of the 9 alert rules are audit/security signals — they're all
operational — so re-gate the list route to interests.view (sales, director,
viewer get it; external residential partners don't) and hide the Alerts
section in the inbox for users without it instead of letting the query 403.

F2 — Non-admins triggered /api/v1/admin/onboarding/status (admin-only) and
ate a 403 in the console. Make useOnboardingStatus strictly opt-in
(enabled: opts.enabled === true) so a transient/stale isSuperAdmin during
permission hydration can't fire the privileged request.

1664 vitest pass; tsc + eslint clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 13:49:12 +02:00
d8f739a7c2 feat(rbac): GDPR export becomes a toggleable clients.gdpr_export permission
Previously the GDPR export trigger + download routes were gated by
admin.manage_settings, so sales roles couldn't run a client data export.
Per request, make it a dedicated, toggleable permission that's on by
default for sales-capable roles and hides the button when withheld.

- New RolePermissions leaf clients.gdpr_export (+ PERMISSION_CATALOG entry);
  strict type forces every role map + fixture to declare it.
- Granted true for super_admin / director / sales_manager / sales_agent;
  false for viewer / residential_partner.
- GDPR export POST (trigger) and [exportId] GET (download) re-gated from
  admin.manage_settings -> clients.gdpr_export.
- GdprExportButton visibility now keys off clients.gdpr_export, so toggling
  it off per-user hides the function entirely.
- Migration 0098 backfills the key onto existing role rows (idempotent).

Verified end-to-end as a Sales user: trigger (202) -> worker build (ready)
-> list (200) -> download (200). 1664 vitest pass; tsc + eslint clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 13:20:31 +02:00
93989b1e1d feat(admin): single Sales role, welcome-email password setup, Director=sales
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- Collapse the two sales roles in the create-user dropdown to one "Sales"
  (sales_manager relabelled). Hide super_admin + sales_agent from selection
  via NON_ASSIGNABLE_ROLE_NAMES; the form keeps a user's *current* role even
  if hidden so existing assignments stay editable.
- Director becomes a senior-title twin of Sales: DIRECTOR_PERMISSIONS now
  equals SALES_MANAGER_PERMISSIONS (no admin/settings — Super-Admin only).
  Migration 0097 updates the existing global director row (idempotent,
  data-only; 0 users assigned on prod, so no blast radius).
- Admin create-user defaults to emailing a set-password link instead of an
  inline password (manual entry still available via a toggle). createUserSchema:
  password optional + sendSetupEmail; createUser provisions with a throwaway
  password then triggers the set-password email.
- New users get a dedicated, unique WELCOME email (crmWelcomeEmail), not the
  self-service "reset your password" email. A pending-welcome flag routes the
  shared better-auth sendResetPassword callback via account-setup-email.ts.
- Phone confirmed already optional for staff accounts (no change needed).

Tests: +welcome-routing, +create-user-setup; permission-matrix director block
realigned to no-admin. 1662 vitest pass; tsc + eslint clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 12:40:55 +02:00
5b9560531e fix(ui): remove PN brand mark from mobile topbar; balance title with spacer
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Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:55:18 +02:00
6bc81270b9 feat(interests): CM-2 Part B — deal-price override route + UI on linked berths
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:48:38 +02:00
38e392e38b feat(interests): CM-2 Part B — EOI/doc generation honours berth price override
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:41:42 +02:00
039ef25fe5 feat(interests): CM-2 Part B — interest_berths price override (data + resolver)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:40:17 +02:00
b3753b96a1 feat(berths): CM-2 — bulk price-reconcile admin page
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:38:08 +02:00
9147f2857e feat(berths): CM-2 — price-reconcile API (list + bulk apply)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:35:09 +02:00
47778796ad feat(berths): CM-2 — bulk price-reconcile service (parse + apply)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:33:40 +02:00
f7425d1231 fix(berths): CM-2 — robust purchase-price extraction (clean-token + magnitude floor)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 10:30:12 +02:00
df8c26d1b3 feat(proxies): CM-9 UI — ProxyCard on client, interest, and yacht detail pages
- shared ProxyCard (view/add/edit/remove point-of-contact) reading each entity's
  /[id]/proxy sub-resource; permission-gated on the entity's edit right
- wired into the client overview, interest overview, and yacht overview tabs

Completes CM-9. tsc clean, lint 0 errors, prod build green, 1638 vitest pass.
Comms send-side wiring (route EOIs/emails through resolveEffectiveProxy) is a
deliberate follow-up — the resolver + data are ready for it.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 00:01:08 +02:00
91703bdb00 feat(proxies): CM-9 backend — polymorphic point-of-contact + resolver
- proxies table (migration 0095, port_id cascade), one per client/interest/yacht
- service: get/set(upsert)/clear + resolveEffectiveProxy (yacht → interest →
  client precedence), port-scoped with entity-in-port guard
- per-entity sub-resource routes (/clients|interests|yachts/[id]/proxy) reusing
  each entity's existing view/edit permission (no new permission resource)
- 3 integration tests (CRUD/upsert, tenant guard, resolution precedence)

Backend only — ProxyCard UI on the 3 detail pages to follow. tsc clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-18 23:54:47 +02:00
3165ec651f feat(client-groups): CM-1 API routes + UI (list, member viewer, copy-emails)
- /api/v1/client-groups (list/create), /[id] (get/patch/delete),
  /[id]/members (get/set) — route.ts + handlers.ts split, client_groups perms
- Client Groups list page (grid + create dialog) and detail page
  (member viewer, per-row copy email, "Copy all emails" → To:-bar format,
  manage-members picker over /api/v1/clients)
- Sidebar nav entry (UsersRound icon)

tsc clean, lint 0 errors, prod build green. Completes CM-1 (Mailchimp push
still deferred until client creds/account).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-18 22:49:29 +02:00
661187cc79 feat(client-groups): CM-1 data layer — groups entity, membership, service, Mailchimp scaffold
- client_groups + client_group_members tables (migration 0094, port_id cascade)
- client_groups permission resource (view/manage) in catalog + role backfill
- service: CRUD + wipe-and-rewrite membership + member email resolution
- mailchimp.service scaffold: config reader + inert one-way sync (mapping
  deferred until the client's MC account is wired, per CM-1 decision)
- 4 integration tests (CRUD, membership, email resolution, port-scope guard)

Backend only — API routes + UI to follow. tsc clean, 1635 vitest pass.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-18 22:28:20 +02:00
4dc0bdd8c4 feat(crm): client-meeting batch — contact-pill cleanup, assignment toggle, receipt manual mode
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CM-4: remove Email/Call/WhatsApp deep-link pills from the client + interest
  detail headers; relocate GDPR export into the client-header action cluster
  as a compact icon. Keeps the interest "Log contact" quick action.
CM-5: gate the interest assignment feature behind a per-port `assignment_enabled`
  setting (default OFF for single-rep ports). Hides the AssignedToChip +
  residential assigned-to row and skips tier-2/3 auto-assign on create; the
  column + data are preserved and reversible. Tests cover the auto-assign guard.
CM-6: add a per-port `manualEntry` receipt mode (skip all parsing → empty form).
  Threaded through ocr-config.service, the admin OCR form, the scan-receipt
  route, and the scanner shell (skips Tesseract + the server call). Tests cover
  the save/resolve round-trip.

Verified: tsc clean, lint 0 errors, 1631 vitest pass, prod build green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-18 21:42:36 +02:00
7f04c765f4 fix(crm): inquiry detail polish, EOI preview mime, EOI next-step, documenso v1 banner
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- inquiries: format triage badges with labels (Open/Assigned/Converted/Dismissed),
  surface the lead's free-text message for every kind, and gate the raw-payload
  tab to super admins (was exposing raw JSON to all users)
- file preview: fall back to the server-resolved mime (getPreviewUrl already
  returns it) so files whose stored name lacks a .pdf extension — e.g.
  migration-backfilled signed EOIs — render instead of "preview not supported"
- interest overview: a signed EOI left at stage=eoi no longer shows as
  "NEXT STEP"; completion ordering rolls the next step to Reservation (display
  only, no pipeline_stage change)
- documenso admin: warning banner discouraging the deprecated v1 API + what
  breaks on it

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-18 17:36:35 +02:00
0cc05f302f feat(inquiries): top-level Inquiries page (list + detail + convert), nav entries; retire admin inbox
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-17 18:23:13 +02:00
54554a0928 feat(inquiries): list/get/triage/convert service + API routes (find-or-create client)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-17 18:09:59 +02:00
9879b82e5f feat(inquiries): website_submissions tracking + display columns; capture populates contact name/email
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-17 18:03:47 +02:00
08adb4aeea feat(permissions): add inquiries resource (view/manage) + idempotent role backfill
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-17 17:59:32 +02:00
6c4490f653 feat(alerts): always-visible dismiss/ack actions + Dismiss all (service, endpoint, UI)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-17 17:53:12 +02:00
13efe177a5 feat(alerts): split interest.stale into worked-then-quiet + new-untouched (interest.no_activity)
- interest.stale now fires only for interests with real in-system follow-up
  (contact log / note / update audit) that went quiet 14+ days.
- new interest.no_activity rule covers never-touched, non-imported interests.
- guard interest.high_value_silent against imported-untouched hot leads.
- keys off migration_source_links ledger to identify the bulk import, so the
  imported backlog matches neither rule and the engine auto-resolves the flood.
- test teardown: delete interest_contact_log + test migration ledger rows.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-17 17:49:22 +02:00
fe863a588e feat(backup): full DR bundle export + admin-configurable offsite destinations
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Backend-agnostic disaster-recovery backup engine that runs on the current
storage backend (no storage cutover required):

- Full-bundle export: db.dump (pg_dump custom) + every storage blob +
  manifest.json with per-object SHA-256, streamed as a tar. Entry points:
  admin UI download, GET /api/v1/admin/backup/export, scripts/create-full-backup.ts.
- Admin-configurable push destinations (backup_destinations table, migration
  0091): SFTP/SSH, S3-compatible (reuses the minio client), and mounted
  path/NAS behind one transport interface (test/push/prune). Secrets AES-GCM
  at rest; API returns only *IsSet markers.
- Opt-in per-destination AES-256 bundle encryption (scrypt KDF, streamed) +
  scripts/decrypt-backup.ts for restore.
- Wired the previously-dead database-backup cron to runScheduledBackupPush
  (push to enabled destinations, prune to retention, alert super-admins on
  failure).

Tests: 1608 unit/integration pass; tsc + lint clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 11:23:42 +02:00
05950ae0b6 feat(uat): file preview/download fix, clients-by-country page, residential column picker
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Batch #4 UAT items.

1. Documents — clicking any file dumped raw presigned-URL JSON. Was
   systemic: 6 surfaces linked a browser directly at the JSON-returning
   /files/[id]/{download,preview} routes. Those routes now 302-redirect
   when called with ?redirect=1 (default stays JSON for the dialog +
   interest-eoi-tab programmatic consumers); the six <Link> sites use it.
   The documents-hub file row now opens the inline FilePreviewDialog +
   has a per-row Download button, and the preview dialog header gained a
   persistent Download button for all file types.

2. Clients-by-country — the widget's "+N more" dead text is now a
   "Show all" link to a new /clients/by-country page rendering the full
   ranked country breakdown (each row drills into the filtered list).

3. Residential clients list — moved off its bespoke table onto the
   shared DataTable + ColumnPicker (same UX as clients/interests). Adds
   a "Date added" column, default-hides the empty "Residence" column,
   preserves the mobile card view, persists per-user column choices.

tsc clean, eslint clean, 1584/1584 vitest.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 22:34:47 +02:00
eff57af571 fix(storage): make S3 server-side-encryption optional (default off)
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Prod MinIO has no KMS/KES, so the unconditional
`x-amz-server-side-encryption: AES256` header on every PutObject was
rejected with `NotImplemented` ("KMS not configured") — breaking ALL
server-side uploads on prod: avatars, the signed-PDF deposit on
Documenso completion, GDPR exports, the nightly DB backup, generated
EOI/contract PDFs, report renders. Reads/presigned downloads were
unaffected, so the cutover walkthrough missed it.

The SSE header is now sent only when explicitly configured via the
per-port `storage_s3_sse` setting (or the STORAGE_S3_SSE env fallback);
the default is off so a vanilla S3-compatible backend accepts uploads.
This also resolves the put()-encrypts-but-presignUpload-doesn't
asymmetry — presigned PUTs never sent SSE, so both paths now match by
default.

Extracted buildPutObjectMetadata() as a pure, unit-tested helper.

Interim fix; the planned filesystem-storage migration removes SSE from
the prod path entirely.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 22:08:41 +02:00
1750e265e7 feat(berths): inline spec-PDF preview, manual-pin badge, maintenance module toggle, under-offer popover
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Post-cutover UAT batch #3:
- #62 Spec tab renders the current berth spec PDF inline (lazy PdfViewer,
  toggleable, default-open) + explicit download. Interest Documents tab
  already previews/downloads linked deal docs inline (verified).
- #57 Surface berths.status_override_mode through the interest-berths API;
  linked-berth rows show an amber "Pin overrides pitch" badge + corrected
  consequence copy when a berth is specifically-pitched but manually pinned
  (the soft-pin wins on the public map).
- #63 New maintenance-module gate (maintenance_module_enabled, default on):
  registry + admin Settings toggle, maintenance-module.service, port-provider
  useMaintenanceModuleEnabled, layout wiring, buildBerthTabs hides the
  Maintenance tab when off, and both maintenance log routes assert the gate.
- #66 BerthOccupancyChip: >1 competing interest opens a popover listing every
  deal (name + stage + in-EOI/primary + link); single stays a direct link.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 19:15:04 +02:00
2a7f922a01 fix(uat): dashboard snapshots current-state, pulse-chip gate, phone display, chip width
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- pipeline funnel: count active interests by current stage (drop created_at
  window) — backfill had collapsed it to early stages (UAT 2026-06-03)
- pipeline value tile: render current-state (don't thread the date range)
- deal pulse chip: gate on the pulse_enabled master toggle (default ON) —
  was rendering even when admin turned it off; useFeatureFlag gains a
  default arg + the feature-flag endpoint a ?default= param (default-ON safe)
- contact phone display: show international format + country flag (E164),
  not the bare national format that hid the country
- berths: remove the dead row-density toggle; widen "Under offer to" chip on
  desktop so client names aren't truncated

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 18:27:56 +02:00
39c19b2340 feat(berths): click-to-change status from the list (chip → reason modal)
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Adds BerthStatusQuickEdit — wraps the status chip on the berths list (card +
table) in a click target that opens a compact change-status dialog: status
dropdown + required reason (quick-pick chips) + optional interest link when
moving to under_offer/sold. Reuses the existing PATCH /api/v1/berths/[id]/status
endpoint + validator + audit (same capability the detail page already had).
Gated by berths.edit (non-editors see a plain chip); stops click propagation
so it doesn't also navigate into the berth.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 16:01:40 +02:00
d1f6d6a427 feat(eoi): signed-EOI hero + send-signed-copy; fix search dropdown z-order
- EOI tab: when an EOI is already signed and none is in flight, lead with a
  SignedEoiCard (preview + download + send-to-client) instead of the big
  "Generate EOI" empty state; quiet "Generate new EOI" remains for re-issue
- history rows + hero gain a "Send to client" action — POST
  /api/v1/documents/[id]/send-signed-copy emails the deal's client the
  finalized signed PDF (sendSignedCopyToClient reuses sendSigningCompleted),
  guarded by a confirm
- topbar: header gets z-30 so the global search dropdown paints above page
  content (charts/tables were bleeding through — header + main are sibling
  normal-flow boxes, so the dropdown's own z-50 couldn't win cross-context).
  Stays below the z-50 modal tier.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:55:28 +02:00
3b227fe9b2 feat(files): in-app .docx preview + allow office/text mimes
- .docx now renders client-side via docx-preview (fetches bytes from our
  own storage; works with private MinIO/disk). Drops Microsoft's hosted
  Office viewer which can't reach a private object store.
- add office (.docx/.doc/.xlsx/.xls) + text/csv to PREVIEWABLE_MIMES so
  /api/v1/files/[id]/preview returns a URL instead of rejecting them
  (was surfacing as a misleading "Failed to load preview")
- legacy .doc + spreadsheets fall through to a download CTA (can't render
  client-side); text/csv use the existing TextPreview

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:45:11 +02:00
95724c8e3a fix(uat): prod UAT batch — reports, sidebar, search, berths, breakpoint
- financial report: drop Expenses KPI, Net Contribution, cash-flow chart,
  expense donut + ledger (expenses are business-trip costs, not net contribution)
- dashboard report PDF: pagination-safe tables (TableSection + per-row wrap)
  so long doc lists no longer overlap/crush
- clients PDF report: rename "Nationality" -> "Country"
- sidebar: hide a section header when all its items gate off (FINANCIAL orphan)
- topbar: move global search into the 1fr grid track so it can't overlap "New"
- clients card: show all linked berths (not just latest interest's primary)
- berths list: hide table-only toggles (ft/m, density, columns) in card mode
- lists: lower table/card breakpoint lg -> md so narrow desktops get tables
- alert-rules: stale floor created_at -> updated_at (survives created_at backfill)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:41:31 +02:00
93c6554c95 fix(ui+alerts+email): prod walkthrough batch
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- proxy/banner: interest-berth-status-banner used the interest_berths
  junction id for /api/v1/berths/{id}/active-interests (404 on every
  interest with a sold/under-offer berth). Add berthId to BerthRow and use
  it for both the active-interests query and the BerthOccupancyChip.
- scroll-area: override Radix viewport `display:table` (`[&>div]:!block`) so
  content respects the viewport width — fixes notification alert cards
  overflowing past the popover. No horizontal-scroll ScrollArea in the app.
- alert-card: drop the raw `interest.stale` rule key from the footer
  (plaintext only; the title already conveys the alert).
- alert-rules (interest.stale): add a createdAt >14d floor so a bulk import
  that backdates dateLastContact doesn't instantly flag every migrated
  interest as stale and flood the alert rail. 14-day clock starts no earlier
  than when the interest entered this system.
- env: allow EMAIL_REDIRECT_TO in production behind an explicit
  ALLOW_PROD_EMAIL_REDIRECT=true opt-in (beta: route all outbound mail to
  the operator inbox; default still refuses the footgun).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 14:09:16 +02:00
72028a7f32 fix(proxy): trust forwarded Host header for CSRF origin check
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The previous attempt compared the Origin host against request.nextUrl.host,
but behind the custom-server + reverse-proxy setup nextUrl.host does NOT
resolve to the public host (mutations stayed 403 in prod). Accept the
Origin/Referer host if it matches ANY of: the forwarded Host header
(nginx sets `proxy_set_header Host $host` → crm.portnimara.com), APP_URL's
host, or nextUrl.host. The Host header is the reliable source here.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 04:10:57 +02:00
d485695357 fix: CSRF host-compare behind proxy + default port = creation order
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Two prod-only breakages found after go-live:

1. CSRF guard rejected EVERY /api/v1 mutation ("Cross-origin state-changing
   request rejected", 403) — making the CRM read-only. It compared the
   browser Origin (https://crm.portnimara.com) against request.nextUrl.origin,
   but TLS terminates at nginx so the app sees http://127.0.0.1 → protocol
   mismatch. Compare hosts instead (Host header survives the proxy; a
   cross-site attacker can't forge the browser-set Origin host).

2. Post-login landed on port-amador (empty tenant), not port-nimara. Three
   queries ordered ports by name (alphabetical → Amador first): the bare
   /dashboard redirect (app/dashboard/page.tsx), the dashboard layout's
   defaultPortId, and /api/v1/me/ports. Order by createdAt so the primary
   (first-seeded) port — Port Nimara — leads, matching listPorts().

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 03:38:12 +02:00
23a5811342 fix(proxy): accept the __Secure- prefixed session cookie in production
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The auth gate read only `pn-crm.session_token`, but better-auth prefixes
the cookie `__Secure-pn-crm.session_token` whenever it issues secure
cookies (production/HTTPS). So in prod every authenticated request was
bounced to /login — sign-in returned 200 + Set-Cookie, but the gate
couldn't see the (prefixed) cookie on the next navigation. Worked in dev
(HTTP → no prefix). Check both names.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 03:13:22 +02:00
102ee493f8 fix(ports): list ports in creation order so the primary port leads
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listPorts() ordered alphabetically, putting "Port Amador" ahead of
"Port Nimara" in the switcher and as the default a super-admin lands on.
Order by creation instead (oldest first) so the first-seeded port — the
primary tenant, Port Nimara — leads. Name is a tiebreaker.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 00:51:12 +02:00
319fd7fd1a fix(server): resolve socket.io deps via NODE_PATH + polyfill AsyncLocalStorage
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Two runtime defects in the crm-app prod image (never exercised before this
deploy; CI only builds + pushes):

1. Replacing the standalone node_modules wholesale to add socket.io's deps
   swapped out Next's standalone-tuned `next` and broke its runtime
   ("Invariant: AsyncLocalStorage accessed in runtime where it is not
   available"). Instead, stage the complete hoisted prod tree in a separate
   dir on NODE_PATH: the standalone node_modules (and its `next`) stay
   intact, and only the socket server's otherwise-missing deps
   (engine.io→accepts/ws/cors, @socket.io/redis-adapter) fall through to it.

2. Defensively set globalThis.AsyncLocalStorage before Next's app-render
   modules load, via a preamble that is the first import in server.ts.
   Next's node-environment-baseline normally sets it during the standalone
   bootstrap, but the custom server can load app-render storage first.
   Verified in the esbuild bundle that the assignment runs before
   require("next").

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 23:34:28 +02:00
15a139e86f feat(berths): website auto-promote toggle + manual-override soft-pin priority
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- website_berth_autopromote_enabled (default OFF): a website registration for a
  specific, currently-available berth auto-creates a prospect (client + optional
  yacht + interest) and links the berth is_specific_interest=true, flipping the
  public map to Under Offer; general/residence/contact submissions stay
  capture-only. Marks the submission converted so a rep never double-creates it.
- derivePublicStatus now honours a manual pin (soft pin): a manually-set status
  wins over the interest-derived Under Offer, but a real permanent tenancy or an
  explicit sold still override it.
- berth rules engine respects a manual pin EXCEPT for sale triggers (-> sold),
  so a confirmed sale still wins but soft auto-changes never stomp a pin.
- Reset-to-automatic action (service + API POST /berths/[id]/status/reset + UI)
  to drop a manual pin; lock badge on every manual override (list + detail);
  divergence banner prompting reset when a pinned-Available berth has a deal.
- migration stage map updated to the §4b signed-off mapping: GQI -> enquiry
  unless it named a berth/size marker (-> qualified); SQI -> qualified.

Tests: +public-berths soft-pin cases, +website-intake-promote helpers,
+migration GQI marker rule. 1582 unit/integration green; tsc clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 20:10:04 +02:00
44b004fa8f feat(intake): recipient picker UI (users/roles/everyone/emails)
Adds RecipientPicker (multi-select users + roles, everyone-with-inquiry-access toggle, free-text emails) and a new 'recipients' settings field type. The inquiry + residential notification-recipient settings now render the picker instead of a raw JSON textarea, persisting the structured {emails,userIds,roleIds,everyone} config the server resolver expands. tsc clean; full vitest suite (1570) green. Live browser verification of the picker pending a dev server (env currently on the prod build).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 17:36:24 +02:00
5ea0c75fff feat(intake): structured notification-recipient resolver (emails/users/roles/everyone)
parseRecipientConfig (backward-compat: legacy string[] -> emails) + resolveRecipientEmails (expands userIds/roleIds/everyone-with-interests.view into deduped addresses) + resolveNotificationRecipients (load setting, fallback to inquiry_contact_email). Wired into the website-intake email path so berth/contact/residential staff alerts honor the richer recipients. TDD: parseRecipientConfig unit tests.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 17:28:48 +02:00
990b566eff feat(intake): CRM-owned website inquiry emails + in-app notifications
Flag-gated (website_intake_email_enabled, default OFF) sending of registrant confirmation + staff alert for inquiries captured at /api/public/website-inquiries, reusing the branded berth + residential templates and adding contact-form client-confirmation + sales-alert templates. In-app (bell) notifications fire on every fresh capture, independent of the flag. Recipients resolve from the existing inquiry_/residential_notification_recipients settings; fires only on a fresh (non-deduped) insert so retries never re-send.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 17:22:08 +02:00