letsbe/pn-new-crm
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3 Commits

Author SHA1 Message Date
Matt
16ef609e1b audit: Tier 1/3/4/5/7 batch — SSE, gates, dedup, URL escape, FK constraints 
Tier 1.6: S3Backend.put now sets ServerSideEncryption=AES256 — closes
the cleartext-at-rest gap for signed contracts, GDPR exports, pg_dumps.

Tier 3.7: New safeUrl() helper in lib/email/shell.ts. Scheme allow-list
(http/https/mailto/tel/relative only — javascript:/data:/vbscript:/file:
rewritten to about:blank) + HTML-attribute escape. Retrofitted across
all 7 transactional templates (crm-invite, portal-auth, document-signing,
notification-digest, residential-inquiry, admin-email-change).

Tier 4.2: /api/v1/alerts GET now gated on admin.view_audit_log.

Tier 4.3: Documenso webhook handler emits captureErrorEvent on catch.
Admin/errors no longer silent on webhook crashes.

Tier 4.6: Inquiry-funnel email dedup is now case-insensitive
(LOWER(value)) and stores normalized email on insert. Capital-letter
resubmissions no longer spawn duplicate client+yacht+interest rows.

Tier 5.6 + data-model H1: migration 0056 adds FK
user_permission_overrides.user_id → user(id) cascade, same for
user_port_roles.userId, plus partial unique index on
user_email_changes pending rows.

Tier 7.6: @types/node bumped from ^25 to ^20.19.0 — matches the runtime.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-12 17:09:14 +02:00
Matt Ciaccio
05babe57a0 feat(branding): wire per-port branding through every transactional email + auth shell (R2-H15) 
Multi-tenant branding admin (/admin/branding) was saving 5 settings
that no code read — every port's emails shipped Port Nimara's logo
and color regardless. Now wired end-to-end:

New shared infrastructure:
- src/lib/email/shell.ts — renderShell() + brandingPrimaryColor()
  helpers; takes BrandingShell { logoUrl, primaryColor,
  emailHeaderHtml, emailFooterHtml }, falls back to Port Nimara
  defaults when null.
- src/lib/email/branding-resolver.ts — getBrandingShell(portId)
  thin wrapper over getPortBrandingConfig() that returns null on
  error / missing portId so senders never break on misconfig.

All 6 transactional templates refactored to use renderShell + the
shared accent color; portName now flows through every template
(crm-invite, portal activation/reset, both inquiries, both
residential templates, notification digest).

All 6 senders pass branding via getBrandingShell:
- portal-auth.service.ts (activation + reset)
- crm-invite.service.ts (resend path; create-invite has no portId
  yet so falls through to defaults)
- email worker (inquiry confirmation + sales notification)
- residential-inquiries route (client confirmation + sales alert)
- notification-digest.service.ts (digest)

BrandedAuthShell takes an optional `branding` prop with logoUrl +
appName (parent page server-fetches via getPortBrandingConfig).
Defaults to Port Nimara if omitted, so single-tenant deployments
are unaffected.

1175/1175 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-07 00:00:45 +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