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>
235 lines
7.3 KiB
TypeScript
235 lines
7.3 KiB
TypeScript
/**
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* Port-scoping integration tests (SECURITY-CRITICAL).
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*
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* Codex Addenda: Two-port testing — every entity must be invisible
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* when queried under a different portId.
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*
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* Skips gracefully when TEST_DATABASE_URL is not reachable.
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*/
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import { describe, it, expect, beforeAll, afterAll } from 'vitest';
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import {
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makeAuditMeta,
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makeCreateClientInput,
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makeCreateInterestInput,
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} from '../helpers/factories';
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const TEST_DB_URL =
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process.env.TEST_DATABASE_URL || 'postgresql://test:test@localhost:5433/portnimara_test';
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// ─── DB Availability Check ────────────────────────────────────────────────────
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let dbAvailable = false;
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beforeAll(async () => {
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try {
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const postgres = (await import('postgres')).default;
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const sql = postgres(TEST_DB_URL, { max: 1, idle_timeout: 3, connect_timeout: 3 });
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await sql`SELECT 1`;
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await sql.end();
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dbAvailable = true;
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} catch {
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console.warn('[port-scoping] Test database not available — skipping integration tests');
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}
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});
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function itDb(name: string, fn: () => Promise<void>) {
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it(name, async () => {
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if (!dbAvailable) return;
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await fn();
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});
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}
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// ─── Helpers ─────────────────────────────────────────────────────────────────
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async function seedPorts(): Promise<{ portA: string; portB: string }> {
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const postgres = (await import('postgres')).default;
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const sql = postgres(TEST_DB_URL, { max: 1 });
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const portA = crypto.randomUUID();
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const portB = crypto.randomUUID();
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await sql`
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INSERT INTO ports (id, name, slug, country, currency, timezone)
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VALUES
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(${portA}, 'Port Alpha', ${'alpha-' + portA.slice(0, 8)}, 'AU', 'AUD', 'UTC'),
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(${portB}, 'Port Beta', ${'beta-' + portB.slice(0, 8)}, 'NZ', 'NZD', 'UTC')
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`;
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await sql.end();
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return { portA, portB };
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}
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async function cleanupPorts(portA: string, portB: string): Promise<void> {
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const postgres = (await import('postgres')).default;
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const sql = postgres(TEST_DB_URL, { max: 1 });
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await sql`DELETE FROM ports WHERE id = ANY(${[portA, portB]})`;
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await sql.end();
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}
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// ─── Tests ────────────────────────────────────────────────────────────────────
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describe('Port Scoping — Clients', () => {
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let portA: string;
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let portB: string;
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beforeAll(async () => {
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if (!dbAvailable) return;
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({ portA, portB } = await seedPorts());
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});
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afterAll(async () => {
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if (!dbAvailable) return;
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await cleanupPorts(portA, portB);
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});
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itDb('client created in Port A is invisible to Port B list', async () => {
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const { createClient, listClients } = await import('@/lib/services/clients.service');
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const meta = makeAuditMeta({ portId: portA });
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const client = await createClient(
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portA,
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makeCreateClientInput({ fullName: 'Alice Scope' }),
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meta,
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);
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expect(client.portId).toBe(portA);
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const result = await listClients(portB, {
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page: 1,
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limit: 50,
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sort: 'updatedAt',
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order: 'desc',
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includeArchived: false,
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});
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const ids = (result.data as Array<{ id: string }>).map((c) => c.id);
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expect(ids).not.toContain(client.id);
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});
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itDb('getClientById throws NotFoundError when portId does not match', async () => {
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const { createClient, getClientById } = await import('@/lib/services/clients.service');
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const { NotFoundError } = await import('@/lib/errors');
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const meta = makeAuditMeta({ portId: portA });
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const client = await createClient(
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portA,
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makeCreateClientInput({ fullName: 'Bob Scope' }),
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meta,
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);
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await expect(getClientById(client.id, portB)).rejects.toThrow(NotFoundError);
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});
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itDb('updateClient on wrong port throws NotFoundError', async () => {
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const { createClient, updateClient } = await import('@/lib/services/clients.service');
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const { NotFoundError } = await import('@/lib/errors');
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const meta = makeAuditMeta({ portId: portA });
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const client = await createClient(
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portA,
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makeCreateClientInput({ fullName: 'Carol Scope' }),
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meta,
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);
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await expect(updateClient(client.id, portB, { fullName: 'Hacked' }, meta)).rejects.toThrow(
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NotFoundError,
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);
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});
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itDb('archiveClient on wrong port throws NotFoundError', async () => {
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const { createClient, archiveClient } = await import('@/lib/services/clients.service');
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const { NotFoundError } = await import('@/lib/errors');
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const meta = makeAuditMeta({ portId: portA });
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const client = await createClient(
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portA,
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makeCreateClientInput({ fullName: 'Dave Scope' }),
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meta,
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);
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await expect(archiveClient(client.id, portB, meta)).rejects.toThrow(NotFoundError);
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});
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});
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describe('Port Scoping — Interests', () => {
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let portA: string;
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let portB: string;
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let clientIdA: string;
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beforeAll(async () => {
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if (!dbAvailable) return;
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({ portA, portB } = await seedPorts());
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const { createClient } = await import('@/lib/services/clients.service');
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const meta = makeAuditMeta({ portId: portA });
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const client = await createClient(
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portA,
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makeCreateClientInput({ fullName: 'Scope Test Client' }),
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meta,
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);
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clientIdA = client.id;
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});
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afterAll(async () => {
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if (!dbAvailable) return;
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await cleanupPorts(portA, portB);
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});
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itDb('interest created in Port A is invisible to Port B list', async () => {
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const { createInterest, listInterests } = await import('@/lib/services/interests.service');
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const meta = makeAuditMeta({ portId: portA });
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const interest = await createInterest(
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portA,
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makeCreateInterestInput({ clientId: clientIdA }),
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meta,
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);
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expect(interest.portId).toBe(portA);
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const result = await listInterests(portB, {
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page: 1,
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limit: 50,
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sort: 'updatedAt',
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order: 'desc',
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includeArchived: false,
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});
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const ids = (result.data as unknown as Array<{ id: string }>).map((i) => i.id);
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expect(ids).not.toContain(interest.id);
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});
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itDb('getInterestById throws NotFoundError when portId does not match', async () => {
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const { createInterest, getInterestById } = await import('@/lib/services/interests.service');
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const { NotFoundError } = await import('@/lib/errors');
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const meta = makeAuditMeta({ portId: portA });
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const interest = await createInterest(
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portA,
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makeCreateInterestInput({ clientId: clientIdA }),
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meta,
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);
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await expect(getInterestById(interest.id, portB)).rejects.toThrow(NotFoundError);
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});
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itDb('changeInterestStage on wrong port throws NotFoundError', async () => {
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const { createInterest, changeInterestStage } =
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await import('@/lib/services/interests.service');
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const { NotFoundError } = await import('@/lib/errors');
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const meta = makeAuditMeta({ portId: portA });
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const interest = await createInterest(
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portA,
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makeCreateInterestInput({ clientId: clientIdA }),
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meta,
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);
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await expect(
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changeInterestStage(interest.id, portB, { pipelineStage: 'qualified' }, meta),
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).rejects.toThrow(NotFoundError);
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});
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});
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