Files
pn-new-crm/src/components/documents/documents-hub.tsx

327 lines
11 KiB
TypeScript
Raw Normal View History

'use client';
import { useMemo, useState } from 'react';
import Link from 'next/link';
import { useQuery } from '@tanstack/react-query';
import { ChevronDown, ChevronRight, FileText, Plus } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs';
import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill';
import { EmptyState } from '@/components/ui/empty-state';
import { PageHeader } from '@/components/shared/page-header';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client';
import { cn } from '@/lib/utils';
import { documentsHubTabs, type DocumentsHubTab } from '@/lib/validators/documents';
interface HubDoc {
id: string;
documentType: string;
title: string;
status: string;
createdAt: string;
signers?: Array<{ id: string; signerEmail: string; signerName: string; status: string }>;
}
interface HubCounts {
all: number;
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema + service skeletons committed in PRs 1-3. PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source), date-range picker (today/7d/30d/90d), CSV+PNG export per card. PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard right-rail, three-tab page (active/dismissed/resolved), socket-driven invalidation. Bell lazy-loads list on popover open to keep cold pages fast in non-dashboard routes. PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count surfaces in tab label. PR7 Interests-by-berth tab on berth detail — replaces the stub. PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow banner on detail w/ Merge / Not-a-duplicate, transactional merge consolidates receipts and archives the source. PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in its own (scanner) group with no dashboard chrome, dynamic per-port manifest, OpenAI + Claude provider abstraction, admin OCR settings page (port-level + super-admin global default w/ opt-in fallback), test-connection endpoint, manual-entry fallback when no key is configured. Verify form always shown before save — no ghost rows. PR10 Audit log read view — swap to tsvector full-text search on the existing GIN index, cursor pagination, filters for entity/action/user /date range, batched actor-email resolution. PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip cleanly without their gate envs so CI stays green. Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
eoi_queue: number;
awaiting_them: number;
awaiting_me: number;
completed: number;
expired: number;
}
const TAB_LABELS: Record<DocumentsHubTab, string> = {
all: 'All',
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema + service skeletons committed in PRs 1-3. PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source), date-range picker (today/7d/30d/90d), CSV+PNG export per card. PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard right-rail, three-tab page (active/dismissed/resolved), socket-driven invalidation. Bell lazy-loads list on popover open to keep cold pages fast in non-dashboard routes. PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count surfaces in tab label. PR7 Interests-by-berth tab on berth detail — replaces the stub. PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow banner on detail w/ Merge / Not-a-duplicate, transactional merge consolidates receipts and archives the source. PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in its own (scanner) group with no dashboard chrome, dynamic per-port manifest, OpenAI + Claude provider abstraction, admin OCR settings page (port-level + super-admin global default w/ opt-in fallback), test-connection endpoint, manual-entry fallback when no key is configured. Verify form always shown before save — no ghost rows. PR10 Audit log read view — swap to tsvector full-text search on the existing GIN index, cursor pagination, filters for entity/action/user /date range, batched actor-email resolution. PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip cleanly without their gate envs so CI stays green. Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
eoi_queue: 'EOI queue',
awaiting_them: 'Awaiting them',
awaiting_me: 'Awaiting me',
completed: 'Completed',
expired: 'Expired',
};
const TYPE_LABELS: Record<string, string> = {
eoi: 'EOI',
contract: 'Contract',
nda: 'NDA',
reservation_agreement: 'Reservation Agreement',
welcome_letter: 'Welcome Letter',
handover_checklist: 'Handover',
acknowledgment: 'Acknowledgment',
correspondence: 'Correspondence',
other: 'Other',
};
const STATUS_PILL_MAP: Record<string, StatusPillStatus> = {
draft: 'draft',
sent: 'sent',
partially_signed: 'partial',
completed: 'completed',
signed: 'signed',
expired: 'expired',
cancelled: 'cancelled',
rejected: 'rejected',
};
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
const SIGNER_STATUS_LABELS: Record<string, string> = {
pending: 'Pending',
sent: 'Sent',
signed: 'Signed',
declined: 'Declined',
expired: 'Expired',
cancelled: 'Cancelled',
};
interface DocumentsHubProps {
portSlug: string;
feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes Three independent strengthenings of the sales spine that the prior coherence sweep made it possible to do cleanly. 1. EOI queue page - Sidebar entry under Documents → "EOI queue". - Route /[port]/documents/eoi renders DocumentsHub with the existing eoi_queue tab pre-selected (filters in-flight EOIs only). - .gitignore: tightened root-only `eoi/` ignore so the documents/eoi route is no longer silently excluded. 2. Invoice ↔ deposit link - invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind ('general' | 'deposit'). Indexed on (port_id, interest_id). - createInvoiceSchema requires interestId when kind === 'deposit'; the service validates the linked interest belongs to the same port before insert. - recordPayment auto-advances pipelineStage to deposit_10pct (via advanceStageIfBehind) when a paid invoice is kind=deposit and has an interestId. No-op if the interest is already further along. - "Create deposit invoice" link added to the Deposit milestone on the interest detail. Links to /invoices/new?interestId=…&kind=deposit; the form prefills the billing entity from the linked interest's client and shows a context banner. 3. Won / lost terminal outcomes - interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified' | 'lost_no_response' | 'cancelled') + outcomeReason text + outcomeAt timestamp. Indexed on (port_id, outcome). - setInterestOutcome / clearInterestOutcome services + POST/DELETE /api/v1/interests/:id/outcome endpoints (gated by change_stage permission). Setting an outcome moves the interest to `completed` in the same write; clearing reopens to `in_communication` (or a caller-specified stage). - Mark Won / Mark Lost icon buttons on the interest detail header, plus an outcome badge that replaces the stage pill once a terminal outcome is set, plus a Reopen button. - Funnel + dashboard math updated to exclude lost/cancelled outcomes from active calculations (KPIs.activeInterests, pipelineValueUsd, getPipelineCounts, computePipelineFunnel, getRevenueForecast). The funnel now also returns a `lost` summary so callers can surface leakage without polluting conversion percentages. Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB manually via psql because drizzle-kit push hits a pre-existing zod parsing issue on the companies index. Dev server may need a restart to flush prepared-statement caches. tsc clean. vitest 832/832 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:01:33 +02:00
initialTab?: DocumentsHubTab;
}
feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes Three independent strengthenings of the sales spine that the prior coherence sweep made it possible to do cleanly. 1. EOI queue page - Sidebar entry under Documents → "EOI queue". - Route /[port]/documents/eoi renders DocumentsHub with the existing eoi_queue tab pre-selected (filters in-flight EOIs only). - .gitignore: tightened root-only `eoi/` ignore so the documents/eoi route is no longer silently excluded. 2. Invoice ↔ deposit link - invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind ('general' | 'deposit'). Indexed on (port_id, interest_id). - createInvoiceSchema requires interestId when kind === 'deposit'; the service validates the linked interest belongs to the same port before insert. - recordPayment auto-advances pipelineStage to deposit_10pct (via advanceStageIfBehind) when a paid invoice is kind=deposit and has an interestId. No-op if the interest is already further along. - "Create deposit invoice" link added to the Deposit milestone on the interest detail. Links to /invoices/new?interestId=…&kind=deposit; the form prefills the billing entity from the linked interest's client and shows a context banner. 3. Won / lost terminal outcomes - interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified' | 'lost_no_response' | 'cancelled') + outcomeReason text + outcomeAt timestamp. Indexed on (port_id, outcome). - setInterestOutcome / clearInterestOutcome services + POST/DELETE /api/v1/interests/:id/outcome endpoints (gated by change_stage permission). Setting an outcome moves the interest to `completed` in the same write; clearing reopens to `in_communication` (or a caller-specified stage). - Mark Won / Mark Lost icon buttons on the interest detail header, plus an outcome badge that replaces the stage pill once a terminal outcome is set, plus a Reopen button. - Funnel + dashboard math updated to exclude lost/cancelled outcomes from active calculations (KPIs.activeInterests, pipelineValueUsd, getPipelineCounts, computePipelineFunnel, getRevenueForecast). The funnel now also returns a `lost` summary so callers can surface leakage without polluting conversion percentages. Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB manually via psql because drizzle-kit push hits a pre-existing zod parsing issue on the companies index. Dev server may need a restart to flush prepared-statement caches. tsc clean. vitest 832/832 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:01:33 +02:00
export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps) {
const [tab, setTab] = useState<DocumentsHubTab>(initialTab);
const [search, setSearch] = useState('');
const [typeFilter, setTypeFilter] = useState<string>('all');
const [signatureOnly, setSignatureOnly] = useState(true);
const [expandedDocId, setExpandedDocId] = useState<string | null>(null);
const queryParams = useMemo(() => {
const params = new URLSearchParams();
params.set('tab', tab);
if (search) params.set('search', search);
if (typeFilter && typeFilter !== 'all') params.set('documentType', typeFilter);
if (signatureOnly) params.set('signatureOnly', 'true');
return params;
}, [tab, search, typeFilter, signatureOnly]);
const { data: documents, isLoading } = usePaginatedQuery<HubDoc>({
queryKey: ['documents', 'hub', queryParams.toString()],
endpoint: `/api/v1/documents?${queryParams.toString()}`,
filterDefinitions: [],
});
const { data: countsResp } = useQuery<{ data: HubCounts }>({
queryKey: ['documents', 'hub-counts'],
queryFn: () => apiFetch<{ data: HubCounts }>('/api/v1/documents/hub-counts'),
staleTime: 30_000,
});
useRealtimeInvalidation({
'document:created': [['documents']],
'document:updated': [['documents']],
'document:deleted': [['documents']],
'document:sent': [['documents']],
'document:completed': [['documents']],
'document:expired': [['documents']],
'document:cancelled': [['documents']],
'document:rejected': [['documents']],
'document:signer:signed': [['documents']],
});
const counts: HubCounts = countsResp?.data ?? {
all: 0,
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema + service skeletons committed in PRs 1-3. PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source), date-range picker (today/7d/30d/90d), CSV+PNG export per card. PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard right-rail, three-tab page (active/dismissed/resolved), socket-driven invalidation. Bell lazy-loads list on popover open to keep cold pages fast in non-dashboard routes. PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count surfaces in tab label. PR7 Interests-by-berth tab on berth detail — replaces the stub. PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow banner on detail w/ Merge / Not-a-duplicate, transactional merge consolidates receipts and archives the source. PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in its own (scanner) group with no dashboard chrome, dynamic per-port manifest, OpenAI + Claude provider abstraction, admin OCR settings page (port-level + super-admin global default w/ opt-in fallback), test-connection endpoint, manual-entry fallback when no key is configured. Verify form always shown before save — no ghost rows. PR10 Audit log read view — swap to tsvector full-text search on the existing GIN index, cursor pagination, filters for entity/action/user /date range, batched actor-email resolution. PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip cleanly without their gate envs so CI stays green. Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
eoi_queue: 0,
awaiting_them: 0,
awaiting_me: 0,
completed: 0,
expired: 0,
};
const renderRow = (doc: HubDoc) => {
const expanded = expandedDocId === doc.id;
const totalSigners = doc.signers?.length ?? 0;
const signedCount = doc.signers?.filter((s) => s.status === 'signed').length ?? 0;
const pillStatus = STATUS_PILL_MAP[doc.status] ?? 'pending';
const isNonSignature = [
'welcome_letter',
'handover_checklist',
'acknowledgment',
'correspondence',
].includes(doc.documentType);
return (
<li
key={doc.id}
className="border-b last:border-b-0 transition-colors hover:bg-gradient-brand-soft/40"
>
<div className="flex flex-wrap items-center gap-x-3 gap-y-1 px-4 py-3 text-sm sm:grid sm:grid-cols-[auto_1fr_auto_auto_auto_auto] sm:gap-3">
<button
type="button"
aria-label={expanded ? 'Collapse signers' : 'Expand signers'}
onClick={() => setExpandedDocId(expanded ? null : doc.id)}
className="text-muted-foreground transition-transform"
>
{expanded ? <ChevronDown className="h-4 w-4" /> : <ChevronRight className="h-4 w-4" />}
</button>
<Link
href={`/${portSlug}/documents/${doc.id}`}
className="min-w-0 truncate font-medium text-foreground hover:text-brand"
>
{doc.title}
</Link>
<span className="text-xs text-muted-foreground">
{TYPE_LABELS[doc.documentType] ?? doc.documentType}
</span>
<StatusPill
status={isNonSignature && doc.status === 'sent' ? 'delivered' : pillStatus}
withDot
>
{isNonSignature && doc.status === 'sent' ? 'Delivered' : doc.status.replace(/_/g, ' ')}
</StatusPill>
<span className="text-xs tabular-nums text-muted-foreground">
{totalSigners > 0 ? `${signedCount}/${totalSigners} signed` : '-'}
</span>
<span className="text-xs text-muted-foreground">
{new Date(doc.createdAt).toLocaleDateString('en-GB')}
</span>
</div>
{expanded && doc.signers && doc.signers.length > 0 ? (
<div className="border-t bg-muted/30 px-12 py-2">
<ul className="space-y-1">
{doc.signers.map((signer) => (
<li key={signer.id} className="flex items-center justify-between gap-2 text-xs">
<div className="flex min-w-0 items-center gap-2">
<span className="font-medium text-foreground">{signer.signerName}</span>
<span className="truncate text-muted-foreground">{signer.signerEmail}</span>
</div>
<StatusPill status={STATUS_PILL_MAP[signer.status] ?? 'pending'}>
fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton - Documents hub signer status now renders via a label map (`Pending`, `Signed`, `Declined`, …) instead of the raw lowercase enum value. - Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy` via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and swaps the "Payment Method" free-text input for a `Select` of labelled options (`Bank transfer`, `Credit card`, …) so we never store `bank_transfer` from a hand-typed field again. - Interest tabs `MilestoneSection` status badge uses a `humanizeStatus` helper so values like `waiting_for_signatures` show as `Waiting For Signatures` (correctly title-cased) instead of being a lower-snake-case fragment inside an ALL-CAPS pill. - `OUTCOME_BADGE` in the interest header now has a fall-through that renders any unknown outcome as a closed-state badge, preventing a closed interest from looking open just because its enum was added upstream without a matching label entry. - Interest timeline route joins the `user` table and returns `userName` alongside `userId`; the client renders the resolved name instead of a 36-char UUID. Falls back to `'a teammate'` if the user row was deleted. - Invoice "New / Step 3 — Review" replaces the truncated UUID display with a server-resolved client/company name via a small `useQuery`, so users can confirm they picked the right billing entity before submitting. - New `loading.tsx` for client detail renders a header / tab strip / card skeleton during the server-component / initial-query window that previously flashed empty. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00
{SIGNER_STATUS_LABELS[signer.status] ?? signer.status}
</StatusPill>
</li>
))}
</ul>
</div>
) : null}
</li>
);
};
return (
<div className="flex flex-col gap-4">
<PageHeader
title="Documents"
description="Track signing status, chase pending signers, and audit completion."
kpiLine={
<>
<span>
<strong className="font-semibold text-foreground tabular-nums">{counts.all}</strong>{' '}
total
</span>
<span>
<strong className="font-semibold text-foreground tabular-nums">
{counts.awaiting_them}
</strong>{' '}
awaiting signers
</span>
<span>
<strong className="font-semibold text-foreground tabular-nums">
{counts.awaiting_me}
</strong>{' '}
awaiting you
</span>
</>
}
actions={
<Button asChild>
<Link href={`/${portSlug}/documents/new`}>
<Plus className="mr-1.5 h-4 w-4" />
New document
</Link>
</Button>
}
variant="gradient"
/>
<Tabs value={tab} onValueChange={(v) => setTab(v as DocumentsHubTab)}>
<TabsList>
{documentsHubTabs.map((t) => (
<TabsTrigger key={t} value={t}>
{TAB_LABELS[t]}
{t !== 'all' && counts[t] > 0 ? (
<span className="ml-1.5 rounded-full bg-muted px-1.5 py-0.5 text-[0.65rem] text-muted-foreground">
{counts[t]}
</span>
) : null}
</TabsTrigger>
))}
</TabsList>
</Tabs>
<div className="flex flex-wrap items-center gap-2">
<Input
placeholder="Search by title…"
value={search}
onChange={(e) => setSearch(e.target.value)}
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
className="max-w-xs h-9"
/>
<Select value={typeFilter} onValueChange={setTypeFilter}>
<SelectTrigger className="w-44">
<SelectValue placeholder="Type" />
</SelectTrigger>
<SelectContent>
<SelectItem value="all">All types</SelectItem>
{Object.entries(TYPE_LABELS).map(([k, v]) => (
<SelectItem key={k} value={k}>
{v}
</SelectItem>
))}
</SelectContent>
</Select>
<button
type="button"
onClick={() => setSignatureOnly((v) => !v)}
className={cn(
'rounded-full border px-3 py-1 text-xs transition-colors',
signatureOnly
? 'border-brand-200 bg-brand-50 text-brand-700'
: 'border-slate-200 bg-white text-muted-foreground',
)}
>
Signature-based only
</button>
</div>
{isLoading ? (
<ul className="rounded-md border bg-white">
{[0, 1, 2, 3, 4].map((i) => (
<li key={i} className="h-12 animate-pulse border-b last:border-b-0 bg-muted/40" />
))}
</ul>
) : documents.length === 0 ? (
<EmptyState
icon={<FileText className="h-7 w-7" />}
title={tab === 'all' ? 'No documents yet' : 'No documents match this view'}
body={
tab === 'all'
? 'Create your first document to track signing across signers and watchers.'
: 'Try a different tab or clear filters.'
}
actions={
tab === 'all' ? (
<Button asChild>
<Link href={`/${portSlug}/documents/new`}>
<Plus className="mr-1.5 h-4 w-4" />
New document
</Link>
</Button>
) : null
}
/>
) : (
<ul className="rounded-md border bg-white shadow-xs">{documents.map(renderRow)}</ul>
)}
</div>
);
}