OUT-2395 | Update copies for "Copilot" to "Assembly" in Profile Manager

.env.example

@@ -1,14 +1,24 @@
-COPILOT_API_KEY="b4fa0b79be594f91a2c72c63216d45ec.6463d9dc556351b6"
+# --- Copilot
+#
+# Generate an API key from the copilot dashboard that is usable in profile manager
+COPILOT_API_KEY=
+COPILOT_API_URL="https://api.copilot.app"
+# Set as local to work on test tokens, and production to work on valid IU / client tokens
+COPILOT_ENV="local"
 
-# Vercel Database
-POSTGRES_PRISMA_URL="postgres://default:2tCAVY7Npmyc@ep-morning-mountain-74331247-pooler.us-east-1.postgres.vercel-storage.com/verceldb?pgbouncer=true&connect_timeout=15"
-POSTGRES_URL_NON_POOLING="postgres://default:2tCAVY7Npmyc@ep-morning-mountain-74331247.us-east-1.postgres.vercel-storage.com/verceldb"
+# --- Database hosts and credentials
+#
+POSTGRES_URL=
+POSTGRES_PRISMA_URL=
+POSTGRES_URL_NO_SSL=
+POSTGRES_URL_NON_POOLING=
+POSTGRES_USER=
+POSTGRES_HOST=
+POSTGRES_PASSWORD=
+POSTGRES_DATABASE=
 
-# Local Database
-; POSTGRES_PRISMA_URL="postgresql://db:db@127.0.0.1:59004/db?schema=public"
-; POSTGRES_URL_NON_POOLING="postgresql://db:db@127.0.0.1:59004/db?schema=public"
 
-COPILOT_API_URL="https://api-beta.copilot.com"
-COPILOT_ENV="local"
+# --- Vercel hosts and credentials
+#
 VERCEL_URL="localhost:3000"
 VERCEL_ENV="development"

.eslintrc.json

@@ -1,3 +1,6 @@
 {
-  "extends": "next/core-web-vitals"
+  "extends": "next/core-web-vitals",
+  "rules": {
+    "react-hooks/exhaustive-deps": "off"
+  }
 }

.github/workflows/lint.yml

@@ -14,7 +14,7 @@ jobs:
       - name: Set up Node.js
         uses: actions/setup-node@v3
         with:
-          node-version: 18.17.0
+          node-version: 20
           cache: yarn
           cache-dependency-path: './yarn.lock'
 

.gitignore

@@ -40,3 +40,9 @@ next-env.d.ts
 .idea
 
 .ddev
+
+# Sentry Config File
+.sentryclirc
+
+# Sentry Config File
+.env.sentry-build-plugin

README.md

@@ -1 +1 @@
-## Copilot profile manager
+## Assembly profile manager

docker-compose.yml

@@ -0,0 +1,14 @@
+services:
+  postgres:
+    image: postgres:15-alpine
+    ports:
+      - $DATABASE_PORT:5432
+    environment:
+      POSTGRES_USER: $DATABASE_USER
+      POSTGRES_PASSWORD: $DATABASE_PASSWORD
+      POSTGRES_DB: $DATABASE_NAME
+    volumes:
+      - postgres_data:/var/lib/postgresql/data
+
+volumes:
+  postgres_data:

next.config.js

@@ -11,3 +11,50 @@ const nextConfig = {
 };
 
 module.exports = nextConfig;
+
+// Injected content via Sentry wizard below
+
+const { withSentryConfig } = require('@sentry/nextjs');
+
+module.exports = withSentryConfig(module.exports, {
+  // For all available options, see:
+  // https://github.com/getsentry/sentry-webpack-plugin#options
+
+  org: 'copilot-platforms',
+  project: 'profile-manager',
+
+  // Only print logs for uploading source maps in CI
+  silent: !process.env.CI,
+
+  // For all available options, see:
+  // https://docs.sentry.io/platforms/javascript/guides/nextjs/manual-setup/
+
+  // Upload a larger set of source maps for prettier stack traces (increases build time)
+  widenClientFileUpload: true,
+
+  // Transpiles SDK to be compatible with IE11 (increases bundle size)
+  transpileClientSDK: true,
+
+  // Automatically annotate React components to show their full name in breadcrumbs and session replay
+  reactComponentAnnotation: {
+    enabled: true,
+  },
+
+  // Route browser requests to Sentry through a Next.js rewrite to circumvent ad-blockers.
+  // This can increase your server load as well as your hosting bill.
+  // Note: Check that the configured route will not match with your Next.js middleware, otherwise reporting of client-
+  // side errors will fail.
+  tunnelRoute: '/monitoring',
+
+  // Hides source maps from generated client bundles
+  hideSourceMaps: true,
+
+  // Automatically tree-shake Sentry logger statements to reduce bundle size
+  disableLogger: true,
+
+  // Enables automatic instrumentation of Vercel Cron Monitors. (Does not yet work with App Router route handlers.)
+  // See the following for more information:
+  // https://docs.sentry.io/product/crons/
+  // https://vercel.com/docs/cron-jobs
+  automaticVercelMonitors: true,
+});

package.json

@@ -23,13 +23,15 @@
     "@mui/icons-material": "^5.14.5",
     "@mui/material": "^5.15.4",
     "@prisma/client": "^5.7.1",
+    "@sentry/nextjs": "^8",
     "@vercel/postgres": "^0.5.1",
-    "copilot-node-sdk": "^0.0.45",
     "ag-grid-react": "^31.0.2",
-    "next": "14.1.0",
+    "copilot-node-sdk": "^3.5.1",
+    "next": "^14.1.0",
     "prisma": "^5.7.1",
     "react": "^18",
     "react-dom": "^18",
+    "swr": "^2.2.5",
     "zod": "^3.22.4"
   },
   "devDependencies": {
@@ -52,5 +54,6 @@
       "yarn lint:fix",
       "yarn prettier:fix"
     ]
-  }
+  },
+  "packageManager": "yarn@1.22.22+sha512.a6b2f7906b721bba3d67d4aff083df04dad64c399707841b7acf00f6b133b7ac24255f2652fa22ae3534329dc6180534e98d17432037ff6fd140556e2bb3137e"
 }

prisma/migrations/20240313124911_add_was_updated_by_iu_key_to_client_profile_updates/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "ClientProfileUpdates" ADD COLUMN     "wasUpdatedByIU" BOOLEAN NOT NULL DEFAULT false;

prisma/migrations/20241216140758_make_company_id_optional/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "ClientProfileUpdates" ALTER COLUMN "companyId" DROP NOT NULL;

prisma/schema.prisma

@@ -6,9 +6,13 @@ generator client {
 }
 
 datasource db {
-  provider = "postgresql"
-  url      = env("POSTGRES_PRISMA_URL")
-  directUrl = env("POSTGRES_URL_NON_POOLING")
+  provider     = "postgresql"
+  // Vercel won't let us change the POSTGRES_* config so update it with a connection_limit key using a custom env var like
+  // POSTGRES_PRISMA_URL_HIGHER_CONNECTION_LIMIT="$POSTGRES_PRISMA_URL&connection_limit=20"
+  url          = env("POSTGRES_PRISMA_URL_HIGHER_CONNECTION_LIMIT")
+  directUrl    = env("POSTGRES_URL_NON_POOLING")
+  // Emulates relationships in Prisma client itself. Better for serverless databases like neon or planetscale
+  relationMode = "prisma"
 }
 
 enum Permission {
@@ -26,20 +30,21 @@ model CustomFieldAccess {
 }
 
 model ClientProfileUpdates {
-  id            String   @id @default(dbgenerated("gen_random_uuid()")) @db.Uuid
-  clientId      String   @db.Uuid
-  companyId     String   @db.Uuid
-  portalId      String
-  customFields  Json     @db.JsonB
-  changedFields Json     @db.JsonB
-  createdAt     DateTime @default(now()) @db.Timestamptz()
-  updatedAt     DateTime @updatedAt @ignore @db.Timestamptz()
+  id             String   @id @default(dbgenerated("gen_random_uuid()")) @db.Uuid
+  clientId       String   @db.Uuid
+  companyId      String?  @db.Uuid
+  portalId       String
+  customFields   Json     @db.JsonB
+  changedFields  Json     @db.JsonB
+  createdAt      DateTime @default(now()) @db.Timestamptz()
+  wasUpdatedByIU Boolean  @default(false)
+  updatedAt      DateTime @updatedAt @ignore @db.Timestamptz()
 }
 
 model Setting {
-  id           String   @id @default(dbgenerated("gen_random_uuid()")) @db.Uuid
-  portalId     String
-  data Json     @db.JsonB
-  createdAt    DateTime @default(now()) @db.Timestamptz()
-  updatedAt    DateTime @updatedAt @ignore @db.Timestamptz()
+  id        String   @id @default(dbgenerated("gen_random_uuid()")) @db.Uuid
+  portalId  String
+  data      Json     @db.JsonB
+  createdAt DateTime @default(now()) @db.Timestamptz()
+  updatedAt DateTime @updatedAt @ignore @db.Timestamptz()
 }

sentry.client.config.ts

@@ -0,0 +1,36 @@
+// This file configures the initialization of Sentry on the client.
+// The config you add here will be used whenever a users loads a page in their browser.
+// https://docs.sentry.io/platforms/javascript/guides/nextjs/
+
+import * as Sentry from '@sentry/nextjs';
+
+const dsn = process.env.NEXT_PUBLIC_SENTRY_DSN || process.env.SENTRY_DSN;
+
+if (dsn) {
+  Sentry.init({
+    dsn,
+
+    // Add optional integrations for additional features
+    integrations: [
+      Sentry.replayIntegration({
+        // Additional Replay configuration goes in here, for example:
+        maskAllText: true,
+        blockAllMedia: true,
+      }),
+    ],
+
+    // Define how likely traces are sampled. Adjust this value in production, or use tracesSampler for greater control.
+    tracesSampleRate: 1,
+
+    // Define how likely Replay events are sampled.
+    // This sets the sample rate to be 10%. You may want this to be 100% while
+    // in development and sample at a lower rate in production
+    replaysSessionSampleRate: 0.1,
+
+    // Define how likely Replay events are sampled when an error occurs.
+    replaysOnErrorSampleRate: 1.0,
+
+    // Setting this option to true will print useful information to the console while you're setting up Sentry.
+    debug: false,
+  });
+}

sentry.edge.config.ts

@@ -0,0 +1,20 @@
+// This file configures the initialization of Sentry for edge features (middleware, edge routes, and so on).
+// The config you add here will be used whenever one of the edge features is loaded.
+// Note that this config is unrelated to the Vercel Edge Runtime and is also required when running locally.
+// https://docs.sentry.io/platforms/javascript/guides/nextjs/
+
+import * as Sentry from '@sentry/nextjs';
+
+const dsn = process.env.NEXT_PUBLIC_SENTRY_DSN || process.env.SENTRY_DSN;
+
+if (dsn) {
+  Sentry.init({
+    dsn,
+
+    // Define how likely traces are sampled. Adjust this value in production, or use tracesSampler for greater control.
+    tracesSampleRate: 1,
+
+    // Setting this option to true will print useful information to the console while you're setting up Sentry.
+    debug: false,
+  });
+}

sentry.server.config.ts

@@ -0,0 +1,19 @@
+// This file configures the initialization of Sentry on the server.
+// The config you add here will be used whenever the server handles a request.
+// https://docs.sentry.io/platforms/javascript/guides/nextjs/
+
+import * as Sentry from '@sentry/nextjs';
+
+const dsn = process.env.NEXT_PUBLIC_SENTRY_DSN || process.env.SENTRY_DSN;
+
+if (dsn) {
+  Sentry.init({
+    dsn,
+
+    // Define how likely traces are sampled. Adjust this value in production, or use tracesSampler for greater control.
+    tracesSampleRate: 1,
+
+    // Setting this option to true will print useful information to the console while you're setting up Sentry.
+    debug: false,
+  });
+}

src/app/NoPreviewSupport.tsx

@@ -0,0 +1,15 @@
+import { Box } from '@mui/material';
+import AnnouncementIcon from '@mui/icons-material/Announcement';
+
+export const NoPreviewSupport = () => {
+  return (
+    <Box sx={{ display: 'flex', alignItems: 'center', justifyContent: 'center', height: '100vh', fontSize: '24px' }}>
+      <Box sx={{ display: 'flex', alignItems: 'center', gap: '4px', opacity: '0.8' }}>
+        <Box sx={{ display: 'flex' }}>
+          <AnnouncementIcon />
+        </Box>
+        <div>CRM preview is currently not supported for Profile Manager</div>{' '}
+      </Box>
+    </Box>
+  );
+};