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pn-new-crm/src/components/dashboard/pipeline-value-tile.tsx

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feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
'use client';
import { useQuery } from '@tanstack/react-query';
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
import { AlertTriangle, Info } from 'lucide-react';
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
import { apiFetch } from '@/lib/api/client';
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
import { Skeleton } from '@/components/ui/skeleton';
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
import { PIPELINE_STAGES, STAGE_WEIGHTS, stageLabel } from '@/lib/constants';
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
import { formatCurrency } from '@/lib/utils/currency';
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
import { cn } from '@/lib/utils';
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
interface KpiResponse {
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN Single coherent commit completing § 1.1 (hot-path correctness) plus § 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now self-consistent across dashboard / kanban / hot deals / PDF reports. ## Active-interest sweep (canonical predicate everywhere) Routed every "active interest" filter through `activeInterestsWhere` (commit b966d81 helper). The helper enforces port-scoping + archivedAt IS NULL + outcome IS NULL — strict definition, won is closed. Touched sites: - src/lib/services/reminders.service.ts:digestPort — no longer fires reminders for won/lost/cancelled deals - src/lib/services/berths.service.ts:getLatestInterestStageByBerth - src/lib/services/client-archive-dossier.service.ts (next-in-line others lookup) - src/lib/services/client-archive.service.ts (remaining-under-offer recount before flipping berth back to available) - src/lib/services/client-restore.service.ts (yacht-usage check) - src/lib/services/interests.service.ts:listInterestsForBoard + getInterestStageCounts + the "others on same berth" lookup — kanban / board now exclude terminal deals - src/lib/services/report-generators.ts: fetchPipelineData, fetchRevenueData stage breakdowns, top-N interests ## Pipeline-value currency conversion `getKpis()` now fetches the port's defaultCurrency from `ports` and converts each berth's `priceCurrency`→port-default via `currency.service`. Returns `pipelineValue` + `pipelineValueCurrency` instead of the lying `pipelineValueUsd`. Missing rates fall through to raw amount summing (so the tile still shows an approximate number) — behind a follow-up to surface a "rates incomplete" indicator. 3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile. ## Occupancy = sold only Both the dashboard KPI tile and the revenue-report PDF occupancy data now count only `berth.status='sold'`. `under_offer` is a hold, not occupation. The analytics timeline switches from `berth_reservations`-derived to a cumulative-won-deals derivation via `interests.outcome='won' AND outcome_at::date <= day` — same source of truth, historical shape preserved. ## Revenue PDF two-card layout Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary section now renders both: - "Completed revenue (won)" — money in the bank - "Forecast revenue (pipeline-weighted)" — expected pipeline value Pipeline weights resolve from `system_settings.pipeline_weights` (per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF and dashboard forecast tiles reconcile. ## Multi-berth EOI mooring (4.5) Documenso `Berth Number` form field now carries the formatBerthRange output for BOTH single- and multi-berth EOIs. Single-berth output is byte-identical to the legacy primary-only path (`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render the full range ("A1-A3, B5") in the existing field instead of being silently dropped against a nonexistent `Berth Range` field. Dropped: - `'Berth Range'` from the Documenso formValues payload + TS type - `setBerthRange()` helper from fill-eoi-form.ts (now redundant) - The "missing Berth Range AcroForm field" warning log Updated CLAUDE.md to reflect — no Documenso admin template change needed. ## Tests - Updated `documenso-payload.test.ts` — new fixture asserts formatBerthRange output flows into Berth Number; multi-berth case added. - Updated `analytics-service.test.ts:computeOccupancyTimeline` — fixture creates a won interest instead of a reservation. - Updated `alerts-engine.test.ts:interest.stale` — fixture stage switched from dead `'in_communication'` to canonical `'qualified'`. - Updated `report-templates.test.tsx:revenue` — fixture carries `totalForecast` + `pipelineWeights` to match new RevenueData. 1373/1373 vitest pass. tsc + eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 15:19:38 +02:00
pipelineValue: number;
pipelineValueCurrency: string;
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
activeInterests: number;
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
}
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
interface StageRow {
stage: string;
count: number;
grossValue: number;
weightedValue: number;
weight: number;
dealsMissingPrice: number;
}
interface ForecastResponse {
totalGrossValue: number;
totalWeightedValue: number;
stageBreakdown: StageRow[];
weightsSource: 'db' | 'default';
}
// Same brand-coloured family the pipeline-funnel chart uses so the two
// surfaces feel anchored to the same palette.
const STAGE_BAR_CLASS: Record<string, string> = {
enquiry: 'bg-slate-300',
qualified: 'bg-brand-200',
nurturing: 'bg-brand-300',
eoi: 'bg-brand-400',
reservation: 'bg-amber-400',
deposit_paid: 'bg-orange-400',
contract: 'bg-success/70',
};
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
/**
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
* Headline pipeline value plus a per-stage breakdown showing gross
* value, deal count, and the weighted forecast (gross × stage close-
* probability). Replaces the single-number KPI: leadership can now see
* how much of the headline number is near-close vs speculative.
*
* Pulls from two endpoints: `/kpis` for the gross headline + currency
* and `/forecast` for the weighted breakdown. Both share cache entries
* with other widgets so this is mostly free.
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
*/
export function PipelineValueTile() {
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
const kpis = useQuery<KpiResponse>({
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
queryKey: ['dashboard', 'kpis'],
queryFn: () => apiFetch<KpiResponse>('/api/v1/dashboard/kpis'),
staleTime: 60_000,
});
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
const forecast = useQuery<ForecastResponse>({
queryKey: ['dashboard', 'forecast'],
queryFn: () => apiFetch<ForecastResponse>('/api/v1/dashboard/forecast'),
staleTime: 60_000,
});
const isLoading = kpis.isLoading || forecast.isLoading;
const currency = kpis.data?.pipelineValueCurrency ?? 'USD';
const grossTotal = kpis.data?.pipelineValue ?? 0;
const weightedTotal = forecast.data?.totalWeightedValue ?? 0;
const activeDeals = kpis.data?.activeInterests ?? 0;
const activeStages = (forecast.data?.stageBreakdown ?? []).filter((s) => s.count > 0);
const stageMax = activeStages.reduce((m, s) => Math.max(m, s.grossValue), 0) || 1;
const fmt = (v: number) => formatCurrency(v, currency, { maxFractionDigits: 0 });
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
return (
<Card>
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
<CardHeader>
<CardTitle className="text-base">Pipeline value</CardTitle>
<CardDescription className="flex items-center gap-1.5">
<span>
{activeDeals > 0
? `${activeDeals} active deal${activeDeals === 1 ? '' : 's'} · weighted by stage close-probability`
: 'Gross berth value across active deals, with weighted forecast.'}
</span>
<Popover>
<PopoverTrigger
type="button"
aria-label="How does the weighted forecast work?"
className="inline-flex size-4 shrink-0 items-center justify-center rounded-full text-muted-foreground hover:bg-muted hover:text-foreground focus:outline-none focus-visible:ring-2 focus-visible:ring-brand-400"
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
>
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
<Info className="size-3.5" aria-hidden />
</PopoverTrigger>
<PopoverContent align="start" className="w-80 text-xs leading-relaxed">
<p className="font-semibold text-foreground">How the weighted forecast works</p>
<p className="mt-2 text-muted-foreground">
Each pipeline stage has a close-probability how likely a deal at that stage is to
actually close. Multiplying the berth price by the stage weight gives an{' '}
<strong>expected</strong> value for that deal. Summing across every active deal
yields the weighted forecast a defensible &ldquo;what will likely land&rdquo;
number, vs the gross which assumes every deal closes at full value.
</p>
<div className="mt-3 grid grid-cols-[1fr_auto] gap-x-3 gap-y-1 rounded-md bg-muted/50 p-2.5 text-[11px]">
{PIPELINE_STAGES.map((s) => {
const dbWeight = forecast.data?.stageBreakdown.find((r) => r.stage === s)?.weight;
const weight = dbWeight ?? STAGE_WEIGHTS[s];
return (
<div key={s} className="contents">
<span className="text-muted-foreground">{stageLabel(s)}</span>
<span className="text-right font-medium tabular-nums text-foreground">
{Math.round(weight * 100)}%
</span>
</div>
);
})}
</div>
<p className="mt-3 text-[11px] text-muted-foreground">
{forecast.data?.weightsSource === 'db'
? 'Using per-port weights (admins tune these in Settings → Pipeline).'
: 'Using system defaults. Admins can override per port in Settings → Pipeline.'}
</p>
</PopoverContent>
</Popover>
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{/* ── Headline numbers ─────────────────────────────────────── */}
<div className="flex items-end justify-between gap-4">
<div className="min-w-0">
<p className="text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
Gross
</p>
{isLoading ? (
<Skeleton className="mt-1 h-7 w-28" aria-hidden />
) : (
<p
className="truncate text-2xl font-bold leading-tight text-foreground"
title={formatCurrency(grossTotal, currency)}
>
{fmt(grossTotal)}
</p>
)}
</div>
<div className="text-right">
<p className="text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
Weighted forecast
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
</p>
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
{isLoading ? (
<Skeleton className="ml-auto mt-1 h-6 w-24" aria-hidden />
) : (
<p
className="text-lg font-semibold leading-tight text-foreground tabular-nums"
title={formatCurrency(weightedTotal, currency)}
>
{fmt(weightedTotal)}
</p>
)}
</div>
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
</div>
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
{/* ── Per-stage breakdown ─────────────────────────────────── */}
{isLoading ? (
<div className="space-y-1.5">
{Array.from({ length: 4 }).map((_, i) => (
<Skeleton key={i} className="h-7 w-full" aria-hidden />
))}
</div>
) : activeStages.length === 0 ? (
<p className="text-sm text-muted-foreground">No active deals with linked berths yet.</p>
) : (
<ul className="space-y-0.5">
{activeStages.map((s) => {
const widthPct = Math.max(6, Math.round((s.grossValue / stageMax) * 100));
return (
<li
key={s.stage}
className="grid grid-cols-[1fr_auto] items-center gap-x-3 gap-y-0.5 py-1"
>
<div className="min-w-0">
<p className="truncate text-sm font-medium text-foreground">
{stageLabel(s.stage)}
</p>
<div className="mt-1 flex h-1 w-full overflow-hidden rounded-full bg-muted">
<span
aria-hidden
className={cn(
'h-full rounded-full',
STAGE_BAR_CLASS[s.stage] ?? 'bg-brand-400',
)}
style={{ width: `${widthPct}%` }}
/>
</div>
</div>
<div className="text-right">
<p className="text-sm font-semibold text-foreground tabular-nums">
{fmt(s.grossValue)}
</p>
<p className="text-[11px] text-muted-foreground tabular-nums">
{s.count} {s.count === 1 ? 'deal' : 'deals'} · {Math.round(s.weight * 100)}%
</p>
{s.dealsMissingPrice > 0 ? (
<p
className="mt-0.5 inline-flex items-center gap-1 text-[10px] font-medium text-warning"
title={`${s.dealsMissingPrice} of ${s.count} ${s.count === 1 ? 'deal has' : 'deals have'} a berth with no price set — gross is undercounted here.`}
>
<AlertTriangle className="size-3" aria-hidden />
{s.dealsMissingPrice === s.count
? 'berth price missing'
: `${s.dealsMissingPrice} of ${s.count} missing price`}
</p>
) : null}
</div>
</li>
);
})}
</ul>
)}
{forecast.data?.weightsSource === 'default' ? (
<p className="text-[11px] text-muted-foreground">
Using default stage weights. Tune them in Settings Pipeline.
</p>
) : null}
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
</CardContent>
</Card>
);
}