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'use client' ;
import { useState , useEffect , useCallback } from 'react' ;
import { Trash2 , Plus , Save } from 'lucide-react' ;
import { PageHeader } from '@/components/shared/page-header' ;
import { ConfirmationDialog } from '@/components/shared/confirmation-dialog' ;
import { Button } from '@/components/ui/button' ;
import { Input } from '@/components/ui/input' ;
import { Label } from '@/components/ui/label' ;
import { Switch } from '@/components/ui/switch' ;
import { Textarea } from '@/components/ui/textarea' ;
import { Card , CardContent , CardDescription , CardHeader , CardTitle } from '@/components/ui/card' ;
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
import {
Select ,
SelectContent ,
SelectItem ,
SelectTrigger ,
SelectValue ,
} from '@/components/ui/select' ;
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import { Separator } from '@/components/ui/separator' ;
import { apiFetch } from '@/lib/api/client' ;
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import { RecipientPicker } from './recipient-picker' ;
chore(audit-drain): rip out next-intl, RTL lint, sweeps, polish
Drain the long-tail audit queue captured in alpha-uat-master.md.
- next-intl ripped out (zero useTranslations callers ever existed):
package.json, next.config.ts plugin wrap, src/i18n/, messages/, and
the layout NextIntlClientProvider all gone; <html lang="en"> hardcoded.
- RTL lint nudge added: warn-only no-restricted-syntax on physical
Tailwind utilities (ml-/mr-/pl-/pr-/text-left/text-right/border-l/
border-r/rounded-l-/rounded-r-) inside JSX className literals.
Existing ~1,000 sites grandfathered; new code trends toward logical.
- Icon-only button accessibility lint: jsx-a11y/control-has-associated-
label enabled at warn; 4 empty <th>/<td> action placeholders gain
sr-only labels.
- Currency: SUPPORTED_CURRENCIES drops the hardcoded English labels;
new currencyLabel(code, locale?) helper resolves via Intl.DisplayNames.
CurrencySelect + settings-manager migrated.
- Date locale sweep: 7 surfaces flip from toLocaleString('en-GB'|'en-US')
to toLocaleString(undefined, ...) so dates honour runtime locale.
- Dialog/Sheet width: 10 document/EOI/entity-form dialogs gain a
lg:max-w-4xl or lg:max-w-5xl step so wide desktops get breathing room.
- PaymentsSection collapsed-bar: slim one-line bar showing
"Payments - Not received yet" or "Payments - \$X received - N payments
- Expand"; per-interest collapse state persists in localStorage; the
RecordPayment flow auto-expands.
- muted-foreground opacity sweep: 10 text-bearing
text-muted-foreground/{60,70,80} hits dropped to plain
text-muted-foreground for AA contrast on muted bg. Icon-only
(aria-hidden) opacity hits left as-is.
- Micro-type bump: text-[10px] and text-[11px] -> text-xs (12px)
across 87 files in src/components + src/app. Pure mechanical sweep.
- Audit-doc cleanup: alpha-uat-master.md stale 2026-05-25 summary
rewritten with cumulative state through today. Items genuinely still
open are now a short long-tail list.
- New docs/marketing-site-followups.md: Umami Phase 4a/3/5, email
pixel E2E verification, and website-cutover work parked here so
they don't get lost in the CRM audit doc.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 18:48:46 +02:00
import { SUPPORTED_CURRENCIES , currencyLabel } from '@/lib/utils/currency' ;
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interface Setting {
key : string ;
value : unknown ;
portId : string | null ;
updatedBy : string | null ;
updatedAt : string ;
}
/** Well-known settings with their display metadata */
const KNOWN_SETTINGS : Array < {
key : string ;
label : string ;
description : string ;
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type : 'boolean' | 'number' | 'json' | 'string' | 'select' | 'recipients' ;
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defaultValue : unknown ;
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
options? : Array < { value : string ; label : string } > ;
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} > = [
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
{
key : 'client_portal_enabled' ,
label : 'Client Portal' ,
description :
'Allow clients of this port to sign in and manage their account through the client portal.' ,
type : 'boolean' ,
defaultValue : true ,
} ,
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{
key : 'tenancies_module_enabled' ,
label : 'Tenancies Module' ,
description :
'Enable the per-berth tenancy tracker (lease windows, renewals, transfers). Off by default; auto-enables when the first tenancy row is created via webhook or manual add. Disabling here hides the sidebar entry and entity tabs, but never deletes underlying tenancy rows - re-enabling brings them back.' ,
type : 'boolean' ,
defaultValue : false ,
} ,
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers
Bundles the rest of the in-flight work from this UAT round into one
checkpoint. Each sub-area is independent; see the headings below.
UAT polish (drained 11 findings from active-uat.md):
- Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl →
sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews
aren't cramped at 1440-1920px.
- Notes tab badge aggregation: new countFor{Client,Yacht,Company}
Aggregated helpers in notes.service mirror the listFor*Aggregated
symmetric-reach joins. yacht-tabs + company-tabs render the
badge; client-tabs already had badge support.
- Supplemental-info form polish bundle: BrandedAuthShell gains a
`width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of
fixed inset-0 pin so long forms scroll naturally). Form picks up
port branding (logoUrl + backgroundUrl + appName) via
loadByToken. Address fields completed (street + city + region +
postal + country). Port name eyebrow + success-state copy added.
- new-document-menu Upload-file landing toast: per-file completion
emits toast.success with action link to the destination entity
or folder.
- interest-tabs OverviewTab "from client" pill on Email + Phone
rows via new EditableRow `inheritedFrom` prop.
- create-document-wizard subject picker → segmented button strip
(5 types visible at once).
Launch infra:
- UTM column wiring (Init 1b step 4): migration
0089_website_submissions_utm.sql adds utm_source/medium/campaign/
term/content + composite index (port_id, utm_source, received_at)
for per-campaign rollups. website-inquiries intake accepts the
five fields. Residential intake intentionally untouched per audit
scope.
- Invoicing module gate (Init 1c spike): new
invoices-module.service + invoices layout guard + registry entry
invoices_module_enabled (default false). Audit conclusion in
launch-readiness.md: payments table is canonical money path;
/invoices flow is parallel infrastructure now hidden by default.
Smart-back navigation refactor:
- Replaced breadcrumb component with history-aware Back button.
New route-labels.ts + use-smart-back hook +
navigation-history-tracker so back falls through to the parent
route when there's no prior page in history.
- Sidebar / topbar / mobile-topbar adopt the new pattern; old
breadcrumb-store kept for back-compat consumers but the
breadcrumbs component is gone.
- 6 detail pages (admin/errors per-id + codes, invoices/
upload-receipts, reports kind, tenancies detail, analytics
metric, client detail) migrated.
Trackers + docs:
- docs/launch-readiness.md — master pre-launch tracker. Includes
the reports gap audit (cross-cutting filter set, Marketing +
Financial blockers, custom builder remaining entities, scheduled
CSV/XLSX, template scope picker).
- docs/superpowers/audits/active-uat.md — 15 findings flipped
OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining
(each blocked on user input or cross-repo).
- CLAUDE.md — minor session notes carried forward.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
{
key : 'expenses_module_enabled' ,
label : 'Expenses Module' ,
description :
'Enable the expenses + receipt-upload surface for this port. Disabling hides both sidebar entries (Expenses and How to upload receipts) and blocks the routes with a "module disabled" page, so bookmarks land somewhere meaningful instead of 404-ing. Previously-recorded expense rows are preserved if you re-enable.' ,
type : 'boolean' ,
defaultValue : true ,
} ,
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{
key : 'residential_module_enabled' ,
label : 'Residential Module' ,
description :
'Enable the residential (non-berth) clients + interests pipeline for this port. On by default. Disabling hides the Residential section from the sidebar and mobile nav, blocks the /residential routes with a "module disabled" page, drops residential records out of global search, and stops the public residential-inquiry endpoint from accepting new leads. Previously-recorded residential clients and interests are preserved and reappear when you re-enable.' ,
type : 'boolean' ,
defaultValue : true ,
} ,
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{
key : 'ai_interest_scoring' ,
label : 'AI Interest Scoring' ,
description : 'Enable AI-powered interest scoring based on engagement signals' ,
type : 'boolean' ,
defaultValue : false ,
} ,
{
key : 'ai_email_drafts' ,
label : 'AI Email Drafts' ,
description : 'Enable AI-assisted email draft generation' ,
type : 'boolean' ,
defaultValue : false ,
} ,
{
key : 'invoice_net10_discount' ,
label : 'Net-10 Invoice Discount (%)' ,
description : 'Discount percentage applied when payment terms are net-10' ,
type : 'number' ,
defaultValue : 2 ,
} ,
{
key : 'pipeline_weights' ,
label : 'Pipeline Stage Weights' ,
description : 'Probability weights for revenue forecast by pipeline stage (JSON)' ,
type : 'json' ,
defaultValue : {
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>
2026-05-14 03:39:21 +02:00
enquiry : 0.05 ,
qualified : 0.15 ,
nurturing : 0.15 ,
eoi : 0.4 ,
reservation : 0.7 ,
deposit_paid : 0.85 ,
contract : 0.95 ,
2026-04-08 15:53:33 -04:00
} ,
} ,
{
key : 'berth_rules' ,
label : 'Berth Status Rules' ,
description : 'Auto/suggest/off rules for berth status transitions (JSON)' ,
type : 'json' ,
defaultValue : [ ] ,
} ,
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>
2026-05-14 03:39:21 +02:00
{
key : 'default_new_interest_owner' ,
label : 'Default New-Interest Owner' ,
description :
2026-05-21 20:02:58 +02:00
'User ID to auto-assign as the deal owner when a new interest is created. Stored as { "userId": "..." }. Leave blank to have new interests unassigned by default - the rep can pick an owner from the interest detail header.' ,
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>
2026-05-14 03:39:21 +02:00
type : 'json' ,
defaultValue : { userId : null } ,
} ,
2026-04-14 13:16:20 -04:00
{
key : 'inquiry_contact_email' ,
label : 'Inquiry Contact Email' ,
description :
'Reply-to email shown in client confirmation emails when a new interest is registered' ,
type : 'string' ,
2026-05-20 15:56:11 +02:00
defaultValue : '' ,
2026-04-14 13:16:20 -04:00
} ,
{
key : 'inquiry_notification_recipients' ,
2026-06-02 17:36:24 +02:00
label : 'Berth & contact inquiry alerts' ,
2026-04-14 13:16:20 -04:00
description :
2026-06-02 17:36:24 +02:00
'Who receives staff alerts for new berth + contact-form inquiries: specific users, roles, everyone with inquiry access, and/or explicit email addresses.' ,
type : 'recipients' ,
2026-04-14 13:16:20 -04:00
defaultValue : [ ] ,
} ,
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
{
key : 'residential_notification_recipients' ,
2026-06-02 17:36:24 +02:00
label : 'Residential inquiry alerts' ,
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
description :
2026-06-02 17:36:24 +02:00
'Who receives staff alerts for new residential inquiries: users, roles, everyone with inquiry access, and/or emails. Falls back to Inquiry Contact Email when empty.' ,
type : 'recipients' ,
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
defaultValue : [ ] ,
} ,
2026-05-02 00:19:55 +02:00
{
key : 'eoi_signers' ,
label : 'EOI Signers' ,
description :
'Internal staff who countersign every EOI. JSON object with `developer` (signs after the client) and `approver` (final approval). Both fields take `{ name, email }`.' ,
type : 'json' ,
defaultValue : {
2026-05-20 15:56:11 +02:00
developer : { name : '' , email : '' } ,
approver : { name : '' , email : '' } ,
2026-05-02 00:19:55 +02:00
} ,
} ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
// ─── Berth recommender (src/lib/services/berth-recommender.service.ts) ──────
{
key : 'recommender_max_oversize_pct' ,
2026-05-21 20:02:58 +02:00
label : 'Recommender - max oversize %' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description :
'Cap on how much larger a berth can be than the desired length/width/draft before it stops being suggested. Default 30.' ,
type : 'number' ,
defaultValue : 30 ,
} ,
{
key : 'recommender_top_n_default' ,
2026-05-21 20:02:58 +02:00
label : 'Recommender - default result count' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description : 'Default number of berth recommendations returned per request. Default 8.' ,
type : 'number' ,
defaultValue : 8 ,
} ,
{
key : 'fallthrough_policy' ,
2026-05-21 20:02:58 +02:00
label : 'Recommender - fall-through policy' ,
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
description : 'How berths re-enter the recommender after a lost deal.' ,
type : 'select' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
defaultValue : 'immediate_with_heat' ,
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
options : [
{
value : 'immediate_with_heat' ,
2026-05-21 20:02:58 +02:00
label : 'Immediate (with heat boost) - surface again right away' ,
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
} ,
{
value : 'cooldown' ,
2026-05-21 20:02:58 +02:00
label : 'Cooldown - wait N days (see below)' ,
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
} ,
{
value : 'never_auto_recommend' ,
2026-05-21 20:02:58 +02:00
label : 'Never - only re-surface via manual rep search' ,
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
} ,
] ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
} ,
{
key : 'fallthrough_cooldown_days' ,
2026-05-21 20:02:58 +02:00
label : 'Recommender - fall-through cooldown (days)' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description :
'Days a berth stays out of the recommender after a lost deal when the policy is `cooldown`. Default 30.' ,
type : 'number' ,
defaultValue : 30 ,
} ,
{
key : 'heat_weight_recency' ,
2026-05-21 20:02:58 +02:00
label : 'Heat weight - recency' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description : 'Weight given to how recently the prior interest fell through. Default 30.' ,
type : 'number' ,
defaultValue : 30 ,
} ,
{
key : 'heat_weight_furthest_stage' ,
2026-05-21 20:02:58 +02:00
label : 'Heat weight - furthest stage' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description :
'Weight given to how close the prior interest got to closing before falling through. Default 40.' ,
type : 'number' ,
defaultValue : 40 ,
} ,
{
key : 'heat_weight_interest_count' ,
2026-05-21 20:02:58 +02:00
label : 'Heat weight - historical interest count' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description :
'Weight given to how often this berth has attracted interest historically. Default 15.' ,
type : 'number' ,
defaultValue : 15 ,
} ,
{
key : 'heat_weight_eoi_count' ,
2026-05-21 20:02:58 +02:00
label : 'Heat weight - historical EOI count' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description :
'Weight given to how often interest in this berth has reached EOI signing. Default 15.' ,
type : 'number' ,
defaultValue : 15 ,
} ,
{
key : 'tier_ladder_hide_late_stage' ,
2026-05-21 20:02:58 +02:00
label : 'Recommender - hide late-stage tier' ,
feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
description :
'Hide berths whose only active interests are late-stage (close to closing) from recommendations.' ,
type : 'boolean' ,
defaultValue : true ,
} ,
2026-05-10 12:30:56 +02:00
{
key : 'documents_show_expired_tab' ,
2026-05-21 20:02:58 +02:00
label : 'Documents - show Expired tab' ,
2026-05-10 12:30:56 +02:00
description :
'When off, the Expired tab on the documents hub is hidden. Use this when expired EOIs are noise that distracts reps from active deals.' ,
type : 'boolean' ,
defaultValue : true ,
} ,
2026-05-12 14:50:58 +02:00
{
key : 'berths_default_currency' ,
2026-05-21 20:02:58 +02:00
label : 'Berths - default currency' ,
2026-05-12 14:50:58 +02:00
description :
'Currency applied to newly-created berths when none is specified on the form. Existing berths keep their per-row currency. Defaults to USD.' ,
type : 'select' ,
defaultValue : 'USD' ,
2026-05-21 20:02:58 +02:00
options : SUPPORTED_CURRENCIES.map ( ( c ) = > ( {
value : c.code ,
chore(audit-drain): rip out next-intl, RTL lint, sweeps, polish
Drain the long-tail audit queue captured in alpha-uat-master.md.
- next-intl ripped out (zero useTranslations callers ever existed):
package.json, next.config.ts plugin wrap, src/i18n/, messages/, and
the layout NextIntlClientProvider all gone; <html lang="en"> hardcoded.
- RTL lint nudge added: warn-only no-restricted-syntax on physical
Tailwind utilities (ml-/mr-/pl-/pr-/text-left/text-right/border-l/
border-r/rounded-l-/rounded-r-) inside JSX className literals.
Existing ~1,000 sites grandfathered; new code trends toward logical.
- Icon-only button accessibility lint: jsx-a11y/control-has-associated-
label enabled at warn; 4 empty <th>/<td> action placeholders gain
sr-only labels.
- Currency: SUPPORTED_CURRENCIES drops the hardcoded English labels;
new currencyLabel(code, locale?) helper resolves via Intl.DisplayNames.
CurrencySelect + settings-manager migrated.
- Date locale sweep: 7 surfaces flip from toLocaleString('en-GB'|'en-US')
to toLocaleString(undefined, ...) so dates honour runtime locale.
- Dialog/Sheet width: 10 document/EOI/entity-form dialogs gain a
lg:max-w-4xl or lg:max-w-5xl step so wide desktops get breathing room.
- PaymentsSection collapsed-bar: slim one-line bar showing
"Payments - Not received yet" or "Payments - \$X received - N payments
- Expand"; per-interest collapse state persists in localStorage; the
RecordPayment flow auto-expands.
- muted-foreground opacity sweep: 10 text-bearing
text-muted-foreground/{60,70,80} hits dropped to plain
text-muted-foreground for AA contrast on muted bg. Icon-only
(aria-hidden) opacity hits left as-is.
- Micro-type bump: text-[10px] and text-[11px] -> text-xs (12px)
across 87 files in src/components + src/app. Pure mechanical sweep.
- Audit-doc cleanup: alpha-uat-master.md stale 2026-05-25 summary
rewritten with cumulative state through today. Items genuinely still
open are now a short long-tail list.
- New docs/marketing-site-followups.md: Umami Phase 4a/3/5, email
pixel E2E verification, and website-cutover work parked here so
they don't get lost in the CRM audit doc.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 18:48:46 +02:00
label : ` ${ c . code } - ${ currencyLabel ( c . code ) } ` ,
2026-05-21 20:02:58 +02:00
} ) ) ,
2026-05-12 14:50:58 +02:00
} ,
2026-04-08 15:53:33 -04:00
] ;
export function SettingsManager() {
const [ portSettings , setPortSettings ] = useState < Setting [ ] > ( [ ] ) ;
const [ loading , setLoading ] = useState ( true ) ;
const [ saving , setSaving ] = useState < string | null > ( null ) ;
const [ values , setValues ] = useState < Record < string , unknown > > ( { } ) ;
const [ customKey , setCustomKey ] = useState ( '' ) ;
const [ customValue , setCustomValue ] = useState ( '' ) ;
const fetchSettings = useCallback ( async ( ) = > {
setLoading ( true ) ;
try {
const res = await apiFetch < { data : { portSettings : Setting [ ] ; globalSettings : Setting [ ] } } > (
'/api/v1/admin/settings' ,
) ;
setPortSettings ( res . data . portSettings ) ;
// Build values map from existing settings
const vals : Record < string , unknown > = { } ;
for ( const s of res . data . portSettings ) {
vals [ s . key ] = s . value ;
}
setValues ( vals ) ;
} finally {
setLoading ( false ) ;
}
} , [ ] ) ;
useEffect ( ( ) = > {
2026-05-13 11:50:07 +02:00
// Initial settings load on mount.
// eslint-disable-next-line react-hooks/set-state-in-effect
2026-04-08 15:53:33 -04:00
void fetchSettings ( ) ;
} , [ fetchSettings ] ) ;
async function saveSetting ( key : string , value : unknown ) {
setSaving ( key ) ;
try {
await apiFetch ( '/api/v1/admin/settings' , {
method : 'PUT' ,
body : { key , value } ,
} ) ;
await fetchSettings ( ) ;
} finally {
setSaving ( null ) ;
}
}
async function handleDeleteSetting ( key : string ) {
await apiFetch ( '/api/v1/admin/settings' , {
method : 'DELETE' ,
body : { key } ,
} ) ;
await fetchSettings ( ) ;
}
async function handleAddCustom() {
if ( ! customKey . trim ( ) ) return ;
let parsed : unknown ;
try {
parsed = JSON . parse ( customValue ) ;
} catch {
parsed = customValue ;
}
await saveSetting ( customKey , parsed ) ;
setCustomKey ( '' ) ;
setCustomValue ( '' ) ;
}
function getEffectiveValue ( key : string , defaultValue : unknown ) : unknown {
return values [ key ] ? ? defaultValue ;
}
if ( loading ) {
return (
< div >
< PageHeader title = "System Settings" description = "Configure system behavior for this port" / >
< div className = "flex items-center justify-center py-12 text-muted-foreground" >
Loading . . .
< / div >
< / div >
) ;
}
// Custom settings = port settings that aren't in KNOWN_SETTINGS
const knownKeys = new Set ( KNOWN_SETTINGS . map ( ( s ) = > s . key ) ) ;
const customSettings = portSettings . filter ( ( s ) = > ! knownKeys . has ( s . key ) ) ;
return (
< div >
< PageHeader title = "System Settings" description = "Configure system behavior for this port" / >
< div className = "space-y-6 mt-6" >
{ /* Feature Flags */ }
< Card >
< CardHeader >
< CardTitle > Feature Flags < / CardTitle >
< CardDescription > Enable or disable optional features < / CardDescription >
< / CardHeader >
< CardContent className = "space-y-4" >
{ KNOWN_SETTINGS . filter ( ( s ) = > s . type === 'boolean' ) . map ( ( setting ) = > (
< div key = { setting . key } className = "flex items-center justify-between" >
< div >
< Label > { setting . label } < / Label >
< p className = "text-xs text-muted-foreground" > { setting . description } < / p >
< / div >
< Switch
checked = { getEffectiveValue ( setting . key , setting . defaultValue ) === true }
disabled = { saving === setting . key }
onCheckedChange = { ( checked ) = > saveSetting ( setting . key , checked ) }
/ >
< / div >
) ) }
< / CardContent >
< / Card >
2026-05-21 20:02:58 +02:00
{ / * S t r i n g + S e l e c t S e t t i n g s - b o t h r e n d e r i n t h e s a m e c a r d .
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
'select' settings get a Select dropdown bound to setting . options ;
'string' settings get a free - text Input . * / }
{ KNOWN_SETTINGS . some ( ( s ) = > s . type === 'string' || s . type === 'select' ) && (
2026-04-14 13:16:20 -04:00
< Card >
< CardHeader >
< CardTitle > Inquiry Settings < / CardTitle >
< CardDescription > Configure inquiry notification behavior < / CardDescription >
< / CardHeader >
< CardContent className = "space-y-4" >
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
{ KNOWN_SETTINGS . filter ( ( s ) = > s . type === 'string' || s . type === 'select' ) . map (
( setting ) = > (
< div
key = { setting . key }
// Stack label/description above the input on phone widths.
// The previous flex row crushed the label column into a
// narrow vertical stripe ("Inquiry / Contact / Email" wrapping
// one word per line) while the input took the rest.
className = "flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between sm:gap-4"
>
< div className = "flex-1" >
< Label > { setting . label } < / Label >
< p className = "text-xs text-muted-foreground" > { setting . description } < / p >
< / div >
< div className = "flex items-center gap-2" >
{ setting . type === 'select' && setting . options ? (
< Select
value = { String ( getEffectiveValue ( setting . key , setting . defaultValue ) ? ? '' ) }
onValueChange = { ( v ) = >
setValues ( ( prev ) = > ( { . . . prev , [ setting . key ] : v } ) )
}
>
< SelectTrigger className = "w-full sm:w-72" >
< SelectValue / >
< / SelectTrigger >
< SelectContent >
{ setting . options . map ( ( opt ) = > (
< SelectItem key = { opt . value } value = { opt . value } >
{ opt . label }
< / SelectItem >
) ) }
< / SelectContent >
< / Select >
) : (
< Input
type = "text"
className = "w-full sm:w-64"
value = { String ( getEffectiveValue ( setting . key , setting . defaultValue ) ? ? '' ) }
onChange = { ( e ) = >
setValues ( ( prev ) = > ( {
. . . prev ,
[ setting . key ] : e . target . value ,
} ) )
}
/ >
) }
< Button
size = "sm"
variant = "outline"
disabled = { saving === setting . key }
onClick = { ( ) = >
saveSetting ( setting . key , values [ setting . key ] ? ? setting . defaultValue )
}
>
fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:
- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/
The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.
Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.
Test suite stays at 1315/1315 vitest. typescript clean.
Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
< Save className = "h-3.5 w-3.5" aria - hidden / >
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
< / Button >
< / div >
2026-04-14 13:16:20 -04:00
< / div >
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
) ,
) }
2026-04-14 13:16:20 -04:00
< / CardContent >
< / Card >
) }
2026-06-02 17:36:24 +02:00
{ /* Notification Recipients (users / roles / everyone / emails) */ }
{ KNOWN_SETTINGS . some ( ( s ) = > s . type === 'recipients' ) && (
< Card >
< CardHeader >
< CardTitle > Notification Recipients < / CardTitle >
< CardDescription >
Who receives staff alerts for new inquiries . Pick specific users , roles , everyone
with inquiry access , and / or extra email addresses .
< / CardDescription >
< / CardHeader >
< CardContent className = "space-y-6" >
{ KNOWN_SETTINGS . filter ( ( s ) = > s . type === 'recipients' ) . map ( ( setting ) = > (
< div key = { setting . key } className = "space-y-2" >
< Label > { setting . label } < / Label >
< p className = "text-xs text-muted-foreground" > { setting . description } < / p >
< RecipientPicker
value = { getEffectiveValue ( setting . key , setting . defaultValue ) }
saving = { saving === setting . key }
onSave = { ( config ) = > saveSetting ( setting . key , config ) }
/ >
< / div >
) ) }
< / CardContent >
< / Card >
) }
2026-04-08 15:53:33 -04:00
{ /* Numeric Settings */ }
< Card >
< CardHeader >
< CardTitle > Business Rules < / CardTitle >
< CardDescription > Configure financial and operational parameters < / CardDescription >
< / CardHeader >
< CardContent className = "space-y-4" >
{ KNOWN_SETTINGS . filter ( ( s ) = > s . type === 'number' ) . map ( ( setting ) = > (
2026-05-03 17:24:20 +02:00
< div
key = { setting . key }
className = "flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between sm:gap-4"
>
2026-04-08 15:53:33 -04:00
< div className = "flex-1" >
< Label > { setting . label } < / Label >
< p className = "text-xs text-muted-foreground" > { setting . description } < / p >
< / div >
< div className = "flex items-center gap-2" >
< Input
type = "number"
2026-05-03 17:24:20 +02:00
className = "w-full sm:w-24"
2026-04-08 15:53:33 -04:00
value = { String ( getEffectiveValue ( setting . key , setting . defaultValue ) ? ? '' ) }
onChange = { ( e ) = >
setValues ( ( prev ) = > ( {
. . . prev ,
[ setting . key ] : parseFloat ( e . target . value ) || 0 ,
} ) )
}
/ >
< Button
size = "sm"
variant = "outline"
disabled = { saving === setting . key }
onClick = { ( ) = >
saveSetting ( setting . key , values [ setting . key ] ? ? setting . defaultValue )
}
>
fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:
- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/
The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.
Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.
Test suite stays at 1315/1315 vitest. typescript clean.
Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
< Save className = "h-3.5 w-3.5" aria - hidden / >
2026-04-08 15:53:33 -04:00
< / Button >
< / div >
< / div >
) ) }
< / CardContent >
< / Card >
{ /* JSON Settings */ }
< Card >
< CardHeader >
< CardTitle > Advanced Configuration < / CardTitle >
< CardDescription >
JSON - based settings for pipeline weights and berth rules
< / CardDescription >
< / CardHeader >
< CardContent className = "space-y-6" >
{ KNOWN_SETTINGS . filter ( ( s ) = > s . type === 'json' ) . map ( ( setting ) = > {
const currentValue = getEffectiveValue ( setting . key , setting . defaultValue ) ;
const jsonStr =
values [ ` ${ setting . key } _edit ` ] !== undefined
? String ( values [ ` ${ setting . key } _edit ` ] )
: JSON . stringify ( currentValue , null , 2 ) ;
return (
< div key = { setting . key } className = "space-y-2" >
< Label > { setting . label } < / Label >
< p className = "text-xs text-muted-foreground" > { setting . description } < / p >
< Textarea
className = "font-mono text-xs"
rows = { 6 }
value = { jsonStr }
onChange = { ( e ) = >
setValues ( ( prev ) = > ( { . . . prev , [ ` ${ setting . key } _edit ` ] : e . target . value } ) )
}
/ >
< Button
size = "sm"
disabled = { saving === setting . key }
onClick = { ( ) = > {
try {
const parsed = JSON . parse (
String ( values [ ` ${ setting . key } _edit ` ] ? ? JSON . stringify ( currentValue ) ) ,
) ;
void saveSetting ( setting . key , parsed ) ;
} catch {
2026-05-04 22:57:01 +02:00
// invalid JSON - do nothing
2026-04-08 15:53:33 -04:00
}
} }
>
fix(audit-wave-9): copy/terminology sweep (copy-auditor)
Address the highest-impact items from the copy-auditor's CRITICAL +
HIGH + MEDIUM bands:
**C2 portal raw-status leak**
- Drop the staff-only `leadCategory` chip from the portal interests
page entirely. Privacy + optics: clients should never see "hot lead"
in their own portal. `eoiStatus` was already wrapped in
`portalSigningLabel`; only the categorical chip remained.
**C3 signing-status label drift**
- Add `src/lib/labels/document-status.ts` as the single source of
truth for the {draft, sent, partially_signed, completed, expired,
cancelled} lifecycle: labels (CRM + portal variants), StatusPill
variant, and the "active / in-flight" set.
- Wire it into interest-eoi-tab, interest-contract-tab,
interest-reservation-tab — they previously redefined identical
STATUS_LABELS / ACTIVE_STATUSES blocks per-file.
**H1 + M3 verbiage codemod**
- `Save Changes` → `Save changes` (sentence case, matches the
surrounding admin/CRM pattern).
- `Saving...` (ASCII three dots) → `Saving…` (Unicode ellipsis).
Matches the project's UTF-8-elsewhere convention and reads
correctly via screen-readers.
**M1 envelope jargon → signing request**
- smart-archive-dialog: "Leave envelope pending" → "Leave signing
request pending"; "Void the signing envelope" → "Cancel the signing
request"; section header updated to match.
- document-detail: "voids the signing envelope" → "cancels the signing
request".
- bulk-archive-wizard: "leave invoices/signing envelopes alone" →
"leave invoices/signing requests alone".
- Documenso admin page intentionally keeps `envelope` (dev/integration
vocabulary).
**M5 Hot Lead casing**
- Normalize `Hot Lead` / `General Interest` / `Specific Qualified` to
sentence case in `constants.ts` LABEL_OVERRIDES and all per-file
lead-category maps so the CRM trend (sentence case) is consistent.
**C1 surface-level rename**
- "Linked prospect (optional)" → "Linked interest (optional)" on the
berth status-change dialog.
- "Deal Documents" tab → "Interest Documents" (URL/route kept as
`/deal-documents` to avoid breaking deep links; rename deferred).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:12:40 +02:00
{ saving === setting . key ? 'Saving…' : 'Save' }
2026-04-08 15:53:33 -04:00
< / Button >
< / div >
) ;
} ) }
< / CardContent >
< / Card >
{ /* Custom Settings */ }
< Card >
< CardHeader >
< CardTitle > Custom Settings < / CardTitle >
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
< CardDescription >
Free - form key - value entries that aren & apos ; t covered by the typed forms above . Use
this for one - off feature flags , integration secrets , or experimental tunables that the
platform reads at runtime via { ' ' }
< code className = "text-xs" > getSystemSetting ( portId , key ) < / code > . Values can be JSON
2026-05-21 20:02:58 +02:00
objects , plain strings , numbers , or booleans . Most reps will never need this section -
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
touch only if you know which key affects what .
< / CardDescription >
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< / CardHeader >
< CardContent className = "space-y-4" >
{ customSettings . map ( ( setting ) = > (
< div key = { setting . key } className = "flex items-center justify-between gap-2" >
< div >
< code className = "text-sm font-mono" > { setting . key } < / code >
< p className = "text-xs text-muted-foreground" >
{ typeof setting . value === 'object'
? JSON . stringify ( setting . value )
: String ( setting . value ) }
< / p >
< / div >
< ConfirmationDialog
trigger = {
< Button
variant = "ghost"
size = "sm"
className = "text-destructive hover:text-destructive"
>
fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:
- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/
The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.
Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.
Test suite stays at 1315/1315 vitest. typescript clean.
Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
< Trash2 className = "h-4 w-4" aria - hidden / >
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< / Button >
}
title = "Delete Setting"
description = { ` Delete " ${ setting . key } "? This may affect system behavior. ` }
confirmLabel = "Delete"
onConfirm = { ( ) = > handleDeleteSetting ( setting . key ) }
/ >
< / div >
) ) }
< Separator / >
< div className = "flex gap-2" >
< Input
placeholder = "Key"
value = { customKey }
onChange = { ( e ) = > setCustomKey ( e . target . value ) }
className = "w-40"
/ >
< Input
placeholder = "Value (JSON or string)"
value = { customValue }
onChange = { ( e ) = > setCustomValue ( e . target . value ) }
className = "flex-1"
/ >
< Button variant = "outline" onClick = { handleAddCustom } disabled = { ! customKey . trim ( ) } >
fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:
- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/
The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.
Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.
Test suite stays at 1315/1315 vitest. typescript clean.
Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
< Plus className = "mr-1 h-4 w-4" aria - hidden / >
2026-04-08 15:53:33 -04:00
Add
< / Button >
< / div >
< / CardContent >
< / Card >
< / div >
< / div >
) ;
}