ff5e71092eedc85ce305fc229c1991f402b07610
11 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 6b28459c45 |
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 04a594963f |
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 60365dc3de |
fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
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| 3e4d9d6310 |
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
|
6a609ecf94 |
fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints
Closes the second wave of HIGH-priority audit findings: * fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can no longer pin a worker concurrency slot indefinitely. OpenAI client passes timeout: 30_000. ImapFlow gets socket / greeting / connection timeouts. * SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP, closes Socket.io, and disconnects Redis before exit; compose stop_grace_period bumped to 30s. Adds closeSocketServer() helper. * env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and filesystem.ts now reads from env (a typo can no longer silently disable the multi-node guard). * Per-port Documenso template + recipient IDs land in system_settings with env fallback (PortDocumensoConfig now exposes eoiTemplateId, clientRecipientId, developerRecipientId, approvalRecipientId). document-templates.ts uses the per-port config and threads portId into documensoGenerateFromTemplate(). * Migration 0042 wires the eleven HIGH-tier missing FK constraints (documents/files/interests/reminders/berth_waiting_list/ form_submissions) plus polymorphic CHECK round 2 (yacht_ownership_history.owner_type, document_sends.document_kind), invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK. Drizzle schema columns updated to .references(...) where possible so the misleading "FK wired in relations.ts" comments are gone. Test status: 1168/1168 vitest, tsc clean. Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 + MED §§14,15,16,18. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
|
6e3d910c76 |
refactor(interests): migrate callers to interest_berths junction + drop berth_id
Phase 2b of the berth-recommender refactor (plan §3.4). Every caller of the legacy `interests.berth_id` column now reads / writes through the `interest_berths` junction via the helper service introduced in Phase 2a; the column itself is dropped in a final migration. Service-layer changes - interests.service: filter `?berthId=X` becomes EXISTS-against-junction; list enrichment uses `getPrimaryBerthsForInterests`; create/update/ linkBerth/unlinkBerth all dispatch through the junction helpers, with createInterest's row insert + junction write sharing a single transaction. - clients / dashboard / report-generators / search: leftJoin chains pivot through `interest_berths` filtered by `is_primary=true`. - eoi-context / document-templates / berth-rules-engine / portal / record-export / queue worker: read primary via `getPrimaryBerth(...)`. - interest-scoring: berthLinked is now derived from any junction row count. - dedup/migration-apply + public interest route: write a primary junction row alongside the interest insert when a berth is provided. API contract preserved: list/detail responses still emit `berthId` and `berthMooringNumber`, derived from the primary junction row, so frontend consumers (interest-form, interest-detail-header) need no changes. Schema + migration - Drop `interestsRelations.berth` and `idx_interests_berth`. - Replace `berthsRelations.interests` with `interestBerths`. - Migration 0029_puzzling_romulus drops `interests.berth_id` + the index. - Tests that previously inserted `interests.berthId` now seed a primary junction row alongside the interest. Verified: vitest 995 passing (1 unrelated pre-existing flake in maintenance-cleanup.test.ts), tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
|
ff92a08620 |
feat(db): m:m interest_berths junction + role flags
Introduces the multi-berth interest model from plan §3.1: a junction between interests and berths with three role flags so the same berth can be linked as the primary deal target, an EOI-bundle inclusion, or a "just exploring" link without conflating semantics. - 0028 schema migration creates interest_berths with the unique partial index "≤1 primary per interest", a unique compound on (interest_id, berth_id), and indexes for the public-map "under offer" lookup (where is_specific_interest=true). - Same migration adds desired_length_ft / desired_width_ft / desired_draft_ft to interests for the recommender. - Same migration runs the Phase 2 data migration: every interest with a non-null berth_id gets one junction row marked is_primary=true, is_specific_interest=true, and is_in_eoi_bundle = (eoi_status='signed'). Pre-flight check halts on dangling FKs (§14.3 critical case). - New service src/lib/services/interest-berths.service.ts owns reads + writes of the junction. getPrimaryBerth / getPrimaryBerthsForInterests feed list pages; upsertInterestBerth demotes the prior primary in the same transaction so the unique index is never violated. - interests.berth_id stays in place this commit so existing callers keep working; Phase 2b migrates them onto the helper service and a later migration drops the column. 53 dev rows seeded into the junction; tests still green at 996. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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8699f81879 |
chore(style): codebase em-dash sweep + minor layout polish
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> |
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Matt Ciaccio
|
ba5fb6db5e |
feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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d43298a74e | feat(schema): add yachtId to interests and berth_waiting_list | ||
| 67d7e6e3d5 |
Initial commit: Port Nimara CRM (Layers 0-4)
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> |
