Moss Equity Operations Portal

Multi-tenant Next.js portal for surplus funds recovery operations. Built for Moss Equity Partners, designed for public SaaS release.

Stack

• Next.js 16 (App Router) on Vercel
• Supabase Postgres (multi-org RLS) for data, auth, and storage
• React 19, Tailwind 4
• Resend (transactional email)
• Gmail OAuth + Cloudflare Worker poller (inbound mailbox sync)
• Lob (check and letter sending)
• OpenPhone / QUO (SMS, via separate Cloudflare Worker)
• SuperDoc + Tiptap (in-app document editing)

Prerequisites

• Node 22+
• npm
• Supabase CLI (already a devDependency, invoked via npx supabase)
• A Supabase account with two projects: staging + production
• A Vercel account, project linked to this repo

Local setup

1. Clone and install:

   git clone https://github.com/bmoss2015/MossEquityPartners.git
   cd MossEquityPartners
   npm install
   

2. Copy the env template and fill in values from the staging Supabase project:

   cp .env.example .env.local
   

3. Verify the Supabase CLI is linked to staging, not production:

   cat supabase/.temp/project-ref
   

   Output should be qfanroxcoepunmrmjabo. If not:

   npx supabase link --project-ref qfanroxcoepunmrmjabo
   

4. Start the dev server:

   npm run dev
   

   Open http://localhost:3000.

Login credentials for the staging tenant live in CLAUDE.md.

Scripts

• npm run dev — local dev server
• npm run build — production build (note: type errors currently suppressed in next.config.ts pending cleanup)
• npm run start — start the built app
• npm run lint — ESLint
• npm run typecheck — tsc --noEmit

Branch and deploy flow

See CLAUDE.md for the full branch → PR → preview → merge → auto-deploy workflow. Short version:

1. Branch off main: git checkout -b <type>/<short-name> (never commit to main directly)
2. Push the branch, Vercel auto-builds a preview URL
3. Open the PR with gh pr create
4. Confirm the change on the preview URL
5. Merge with gh pr merge <n> --merge --delete-branch
6. Vercel auto-deploys main to production within seconds

Documentation

• CLAUDE.md — standing instructions, env map, deploy flow, design system, business rules
• ARCHITECTURE.md — one-page topology and data model reference
• RUNBOOKS.md — what to do when X breaks
• docs/ — original product spec and reference material

Environments

	Staging	Production
Supabase project	qfanroxcoepunmrmjabo	rsdmyydyhqgkkvwlklif
Dev URL	http://localhost:3000 (or Vercel preview)	https://app.nextsurplus.com
Vendor mode	Test / sandbox keys	Live keys

Related repos

• workflow-minds-quo-poller — Cloudflare Worker, polls OpenPhone for inbound SMS verification codes
• moss-equity-email-poller — Cloudflare Worker, drives Gmail mailbox sync every 2 minutes