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>
341 lines
11 KiB
TypeScript
341 lines
11 KiB
TypeScript
/**
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* CRUD audit log integration tests.
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*
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* For each entity type (clients, interests, berths):
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* - Create → verify audit log entry with action='create'
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* - Update → verify audit log with action='update' and old/new values
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* - Archive → verify audit log with action='archive'
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* - Restore → verify audit log with action='restore'
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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, vi } 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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vi.mock('@/lib/socket/server', () => ({ emitToRoom: vi.fn() }));
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vi.mock('@/lib/queue', () => ({
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getQueue: () => ({ add: vi.fn().mockResolvedValue(undefined) }),
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}));
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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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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('[crud-audit] 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 seedPort(): Promise<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 portId = 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 (${portId}, 'Audit Test Port', ${'audit-' + portId.slice(0, 8)}, 'AU', 'AUD', 'UTC')
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`;
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await sql.end();
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return portId;
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}
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async function cleanupPort(portId: 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 = ${portId}`;
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await sql.end();
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}
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async function getAuditEntries(
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portId: string,
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entityId: string,
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action?: string,
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): Promise<Array<Record<string, unknown>>> {
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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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let rows: Array<Record<string, unknown>>;
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if (action) {
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rows = await sql<Array<Record<string, unknown>>>`
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SELECT * FROM audit_logs
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WHERE port_id = ${portId}
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AND entity_id = ${entityId}
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AND action = ${action}
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ORDER BY created_at ASC
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`;
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} else {
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rows = await sql<Array<Record<string, unknown>>>`
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SELECT * FROM audit_logs
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WHERE port_id = ${portId}
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AND entity_id = ${entityId}
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ORDER BY created_at ASC
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`;
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}
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await sql.end();
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return rows;
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}
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// ─── Client Audit Tests ───────────────────────────────────────────────────────
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describe('CRUD Audit — Clients', () => {
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let portId: string;
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beforeAll(async () => {
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if (!dbAvailable) return;
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portId = await seedPort();
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});
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afterAll(async () => {
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if (!dbAvailable) return;
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await cleanupPort(portId);
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});
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itDb('create generates an audit log entry with action=create', async () => {
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const { createClient } = await import('@/lib/services/clients.service');
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const meta = makeAuditMeta({ portId });
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const client = await createClient(
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portId,
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makeCreateClientInput({ fullName: 'Audit Create Client' }),
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meta,
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);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, client.id, 'create');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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const log = logs[0]!;
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expect(log.entity_type).toBe('client');
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expect(log.action).toBe('create');
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const newVal = log.new_value as Record<string, unknown>;
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expect(newVal.fullName).toBe('Audit Create Client');
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});
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itDb('update generates an audit log entry with action=update', async () => {
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const { createClient, updateClient } = await import('@/lib/services/clients.service');
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const meta = makeAuditMeta({ portId });
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const client = await createClient(
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portId,
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makeCreateClientInput({ fullName: 'Before Update' }),
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meta,
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);
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await updateClient(client.id, portId, { fullName: 'After Update' }, meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, client.id, 'update');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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const updateLog = logs[logs.length - 1]!;
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expect(updateLog.action).toBe('update');
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const newVal = updateLog.new_value as Record<string, unknown>;
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expect(newVal.fullName).toBe('After Update');
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});
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itDb('archive generates an audit log entry with action=archive', async () => {
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const { createClient, archiveClient } = await import('@/lib/services/clients.service');
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const meta = makeAuditMeta({ portId });
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const client = await createClient(
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portId,
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makeCreateClientInput({ fullName: 'Audit Archive Client' }),
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meta,
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);
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await archiveClient(client.id, portId, meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, client.id, 'archive');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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expect(logs[0]!.action).toBe('archive');
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});
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itDb('restore generates an audit log entry with action=restore', async () => {
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const { createClient, archiveClient, restoreClient } =
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await import('@/lib/services/clients.service');
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const meta = makeAuditMeta({ portId });
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const client = await createClient(
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portId,
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makeCreateClientInput({ fullName: 'Audit Restore Client' }),
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meta,
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);
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await archiveClient(client.id, portId, meta);
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await restoreClient(client.id, portId, meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, client.id, 'restore');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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expect(logs[0]!.action).toBe('restore');
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});
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});
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// ─── Interest Audit Tests ─────────────────────────────────────────────────────
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describe('CRUD Audit — Interests', () => {
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let portId: string;
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let clientId: string;
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beforeAll(async () => {
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if (!dbAvailable) return;
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portId = await seedPort();
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const { createClient } = await import('@/lib/services/clients.service');
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const client = await createClient(
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portId,
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makeCreateClientInput({ fullName: 'Interest Audit Client' }),
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makeAuditMeta({ portId }),
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);
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clientId = client.id;
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});
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afterAll(async () => {
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if (!dbAvailable) return;
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await cleanupPort(portId);
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});
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itDb('create generates audit log with action=create', async () => {
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const { createInterest } = await import('@/lib/services/interests.service');
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const meta = makeAuditMeta({ portId });
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const interest = await createInterest(portId, makeCreateInterestInput({ clientId }), meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, interest.id, 'create');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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const log = logs[0]!;
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expect(log.entity_type).toBe('interest');
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const newVal = log.new_value as Record<string, unknown>;
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expect(newVal.pipelineStage).toBe('enquiry');
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});
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itDb('update generates audit log with action=update', async () => {
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const { createInterest, updateInterest } = await import('@/lib/services/interests.service');
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const meta = makeAuditMeta({ portId });
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const interest = await createInterest(
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portId,
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{ ...makeCreateInterestInput({ clientId }), source: 'initial' },
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meta,
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);
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await updateInterest(interest.id, portId, { source: 'updated' }, meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, interest.id, 'update');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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});
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itDb('archive generates audit log with action=archive', async () => {
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const { createInterest, archiveInterest } = await import('@/lib/services/interests.service');
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const meta = makeAuditMeta({ portId });
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const interest = await createInterest(portId, makeCreateInterestInput({ clientId }), meta);
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await archiveInterest(interest.id, portId, meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, interest.id, 'archive');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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expect(logs[0]!.action).toBe('archive');
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});
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itDb('restore generates audit log with action=restore', async () => {
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const { createInterest, archiveInterest, restoreInterest } =
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await import('@/lib/services/interests.service');
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const meta = makeAuditMeta({ portId });
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const interest = await createInterest(portId, makeCreateInterestInput({ clientId }), meta);
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await archiveInterest(interest.id, portId, meta);
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await restoreInterest(interest.id, portId, meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, interest.id, 'restore');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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});
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});
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// ─── Berth Audit Tests ────────────────────────────────────────────────────────
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describe('CRUD Audit — Berths', () => {
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let portId: string;
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let berthId: string;
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beforeAll(async () => {
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if (!dbAvailable) return;
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portId = await seedPort();
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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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berthId = crypto.randomUUID();
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await sql`
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INSERT INTO berths (id, port_id, mooring_number, status)
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VALUES (${berthId}, ${portId}, 'AUDIT-B1', 'available')
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`;
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await sql.end();
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});
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afterAll(async () => {
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if (!dbAvailable) return;
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await cleanupPort(portId);
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});
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itDb('updateBerth generates audit log with action=update', async () => {
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const { updateBerth } = await import('@/lib/services/berths.service');
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const meta = makeAuditMeta({ portId });
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await updateBerth(berthId, portId, { area: 'North Pier', berthApproved: true }, meta);
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await new Promise((r) => setTimeout(r, 100));
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const logs = await getAuditEntries(portId, berthId, 'update');
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expect(logs.length).toBeGreaterThanOrEqual(1);
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expect(logs[0]!.entity_type).toBe('berth');
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});
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itDb('updateBerth on wrong portId throws NotFoundError', async () => {
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const { updateBerth } = await import('@/lib/services/berths.service');
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const { NotFoundError } = await import('@/lib/errors');
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const wrongPortId = crypto.randomUUID();
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const meta = makeAuditMeta({ portId: wrongPortId });
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await expect(updateBerth(berthId, wrongPortId, { area: 'Should fail' }, meta)).rejects.toThrow(
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NotFoundError,
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);
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});
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});
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