feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
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/**
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* Static catalog of navigation destinations the global search bar can jump
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* to: settings pages, admin panels, and top-level dashboards.
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*
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* Each entry has an `href` template (run through `resolveHref` with the
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* current portSlug), a human label, and a list of keyword aliases. The
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* search service substring-matches the query against the label + every
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* keyword, so `smtp` lands on the email settings page even though the
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* label reads "Email accounts".
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*
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chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
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* Why hardcoded vs introspecting routes? The catalog is curated - only
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
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* pages worth jumping to from a global search appear here, and each
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* entry has hand-picked keyword synonyms that route inference can't
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* derive. Adding a route to the catalog is cheap; misfiring routes are
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* expensive.
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*/
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import type { RolePermissions } from '@/lib/db/schema/users';
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export type NavCatalogCategory = 'settings' | 'admin' | 'dashboard';
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export interface NavCatalogEntry {
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
/** Path template - `:portSlug` is substituted at lookup time. */
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
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href: string;
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label: string;
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category: NavCatalogCategory;
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
/** Lowercase aliases - query is matched against label + these. */
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
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keywords: string[];
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/**
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* Permission gate; only shown to users whose `RolePermissions` resolves
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* truthy at the given dot-path (e.g. `'admin.manage_users'`). Super
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* admins bypass the gate.
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*/
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requires?: string;
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/** When set, only super admins see the entry. */
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superAdminOnly?: boolean;
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}
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export const NAV_CATALOG: NavCatalogEntry[] = [
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// ─── Dashboards ─────────────────────────────────────────────────────────
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{
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href: '/:portSlug/dashboard',
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label: 'Dashboard',
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category: 'dashboard',
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keywords: ['home', 'overview', 'kpis', 'metrics'],
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},
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{
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href: '/:portSlug/website-analytics',
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label: 'Website analytics',
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category: 'dashboard',
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keywords: ['umami', 'traffic', 'visitors', 'pageviews', 'marketing'],
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},
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// ─── Settings ───────────────────────────────────────────────────────────
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{
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href: '/:portSlug/settings',
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label: 'Settings',
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category: 'settings',
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keywords: ['preferences', 'configuration', 'config'],
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},
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2026-05-12 16:52:35 +02:00
|
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// The granular settings cards below redirect to the `/admin/<x>` routes
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
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// that actually exist - the catalog previously listed `/settings/<x>`
|
2026-05-12 16:52:35 +02:00
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// paths that have never had route folders. We keep the keyword aliases
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// so the cmd-K search still finds them under the right destination.
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/email',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
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label: 'Email accounts (SMTP / IMAP)',
|
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category: 'settings',
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keywords: [
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'smtp',
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'imap',
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'mail',
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'mail server',
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'email credentials',
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'send-from',
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'inbox',
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'bounces',
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],
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requires: 'admin.manage_settings',
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},
|
|
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/branding',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
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label: 'Branding (per-port logo, colors, copy)',
|
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category: 'settings',
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keywords: ['logo', 'theme', 'colors', 'tenant brand', 'white-label'],
|
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requires: 'admin.manage_settings',
|
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},
|
|
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/templates',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
label: 'Document templates',
|
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|
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category: 'settings',
|
fix(uat-batch-1): wave-1 blocker bugs — supplemental gate, file FK, downloads, search dedup, notes stale, expense form, vocab
Surgical fixes for the 7 UAT blockers that prevent productive forward
testing. Each item has a corresponding entry in alpha-uat-master.md.
- supplemental-info route relocated out of (portal) so it bypasses the
isPortalDisabledGlobally() kill-switch. URL unchanged.
- file upload service derives client_id/company_id/yacht_id from
(entityType, entityId) when not explicitly passed, so interest-tab
uploads no longer land with client_id=NULL and stay visible in the
Attachments list.
- triggerBlobDownload / triggerUrlDownload helpers in src/lib/utils
attach the anchor to the DOM before click so Chromium honours the
download attribute; 7 sites refactored, file-named downloads stop
arriving as bare UUIDs.
- search-nav-catalog dedupes by href at the result-collection layer so
the same href can no longer surface twice in the command-K dropdown
(kills the React duplicate-key warning); /admin/templates entries
merged into a single richer-keyword variant.
- NotesList gains a parentInvalidateKey prop, wired through all five
callers (interest, client, yacht, company, residential client/
interest) so the Overview "Latest note" teaser refreshes when a note
is added in the Notes tab.
- expense-form-dialog: setValue('receiptFileIds') / setValue(
'noReceiptAcknowledged') on upload/clear/checkbox so the schema-level
refine sees the field and Create stops silently no-op'ing on submit.
- bulk-add-berths-wizard: side-pontoon dropdown now reads through
useVocabulary('berth_side_pontoon_options') instead of a wrong local
enum ('Port', 'Starboard', 'Bow', 'Stern') — wizard data now matches
the rest of the platform + honours admin-editable per-port overrides.
tsc clean. 1419/1419 vitest. lint clean on touched files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 16:50:58 +02:00
|
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|
keywords: [
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'eoi',
|
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'documenso',
|
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'pdf templates',
|
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'email templates',
|
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'template merge fields',
|
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|
|
|
'merge fields',
|
|
|
|
|
'eoi template',
|
|
|
|
|
],
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/storage',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
label: 'File storage backend',
|
|
|
|
|
category: 'settings',
|
|
|
|
|
keywords: ['s3', 'minio', 'filesystem', 'storage'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/settings',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
label: 'Berth recommender weights',
|
|
|
|
|
category: 'settings',
|
|
|
|
|
keywords: ['ranking', 'tier ladder', 'heat', 'fallthrough', 'recommend'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/tags',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
label: 'Tags',
|
|
|
|
|
category: 'settings',
|
|
|
|
|
keywords: ['labels', 'categories', 'classification'],
|
|
|
|
|
},
|
|
|
|
|
{
|
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
|
|
|
href: '/:portSlug/settings',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
label: 'Notification preferences',
|
|
|
|
|
category: 'settings',
|
2026-05-12 16:52:35 +02:00
|
|
|
keywords: ['alerts', 'email digest', 'in-app', 'push', 'reminders digest'],
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
},
|
2026-05-12 16:14:12 +02:00
|
|
|
{
|
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
|
|
|
href: '/:portSlug/settings',
|
2026-05-12 16:14:12 +02:00
|
|
|
label: 'My profile & preferences',
|
|
|
|
|
category: 'settings',
|
|
|
|
|
keywords: [
|
|
|
|
|
'profile',
|
|
|
|
|
'avatar',
|
|
|
|
|
'display name',
|
|
|
|
|
'full name',
|
|
|
|
|
'phone',
|
|
|
|
|
'timezone',
|
|
|
|
|
'locale',
|
|
|
|
|
'country',
|
|
|
|
|
'dark mode',
|
|
|
|
|
'theme',
|
|
|
|
|
'password',
|
|
|
|
|
'change email',
|
|
|
|
|
'security',
|
|
|
|
|
'account',
|
|
|
|
|
'me',
|
|
|
|
|
],
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/dashboard?customize=1',
|
|
|
|
|
label: 'Customize dashboard widgets',
|
|
|
|
|
category: 'settings',
|
|
|
|
|
keywords: ['widgets', 'tiles', 'dashboard layout', 'kpi', 'reorder widgets'],
|
|
|
|
|
},
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
|
|
|
|
|
// ─── Admin ──────────────────────────────────────────────────────────────
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin',
|
|
|
|
|
label: 'Administration',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['admin'],
|
|
|
|
|
requires: 'admin.manage_users',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/users',
|
|
|
|
|
label: 'Users & roles',
|
|
|
|
|
category: 'admin',
|
2026-05-21 22:40:48 +02:00
|
|
|
keywords: [
|
|
|
|
|
'accounts',
|
|
|
|
|
'permissions',
|
|
|
|
|
'invites',
|
|
|
|
|
'invitations',
|
|
|
|
|
'pending invites',
|
|
|
|
|
'onboarding',
|
|
|
|
|
'team',
|
|
|
|
|
'staff',
|
|
|
|
|
'roles',
|
|
|
|
|
],
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
requires: 'admin.manage_users',
|
|
|
|
|
},
|
|
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/audit',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
label: 'Audit log',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['activity', 'history', 'events', 'who did what', 'compliance'],
|
|
|
|
|
requires: 'admin.view_audit_log',
|
|
|
|
|
},
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/berths',
|
|
|
|
|
label: 'Berths admin',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['bulk add berths', 'reconcile berths', 'berth pdf', 'mooring', 'bulk'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/inquiries',
|
|
|
|
|
label: 'Website inquiries inbox',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['enquiries', 'leads', 'contact form', 'eoi requests', 'website'],
|
|
|
|
|
},
|
|
|
|
|
{
|
2026-05-12 16:52:35 +02:00
|
|
|
href: '/:portSlug/admin/errors',
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
label: 'Platform errors',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['errors', 'exceptions', 'incidents', 'failures'],
|
|
|
|
|
superAdminOnly: true,
|
|
|
|
|
},
|
2026-05-12 16:14:12 +02:00
|
|
|
|
|
|
|
|
// ─── Admin → granular section cards (the AdminSectionsBrowser groups) ────
|
|
|
|
|
// These deep-link to specific admin sub-pages. Each one's `keywords`
|
|
|
|
|
// mirrors the corresponding entry in src/components/admin/
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
// admin-sections-browser.tsx - so typing a setting key in the topbar
|
2026-05-12 16:14:12 +02:00
|
|
|
// global search finds the same card the in-admin search would.
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/settings',
|
|
|
|
|
label: 'System Settings',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: [
|
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers
Bundles the rest of the in-flight work from this UAT round into one
checkpoint. Each sub-area is independent; see the headings below.
UAT polish (drained 11 findings from active-uat.md):
- Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl →
sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews
aren't cramped at 1440-1920px.
- Notes tab badge aggregation: new countFor{Client,Yacht,Company}
Aggregated helpers in notes.service mirror the listFor*Aggregated
symmetric-reach joins. yacht-tabs + company-tabs render the
badge; client-tabs already had badge support.
- Supplemental-info form polish bundle: BrandedAuthShell gains a
`width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of
fixed inset-0 pin so long forms scroll naturally). Form picks up
port branding (logoUrl + backgroundUrl + appName) via
loadByToken. Address fields completed (street + city + region +
postal + country). Port name eyebrow + success-state copy added.
- new-document-menu Upload-file landing toast: per-file completion
emits toast.success with action link to the destination entity
or folder.
- interest-tabs OverviewTab "from client" pill on Email + Phone
rows via new EditableRow `inheritedFrom` prop.
- create-document-wizard subject picker → segmented button strip
(5 types visible at once).
Launch infra:
- UTM column wiring (Init 1b step 4): migration
0089_website_submissions_utm.sql adds utm_source/medium/campaign/
term/content + composite index (port_id, utm_source, received_at)
for per-campaign rollups. website-inquiries intake accepts the
five fields. Residential intake intentionally untouched per audit
scope.
- Invoicing module gate (Init 1c spike): new
invoices-module.service + invoices layout guard + registry entry
invoices_module_enabled (default false). Audit conclusion in
launch-readiness.md: payments table is canonical money path;
/invoices flow is parallel infrastructure now hidden by default.
Smart-back navigation refactor:
- Replaced breadcrumb component with history-aware Back button.
New route-labels.ts + use-smart-back hook +
navigation-history-tracker so back falls through to the parent
route when there's no prior page in history.
- Sidebar / topbar / mobile-topbar adopt the new pattern; old
breadcrumb-store kept for back-compat consumers but the
breadcrumbs component is gone.
- 6 detail pages (admin/errors per-id + codes, invoices/
upload-receipts, reports kind, tenancies detail, analytics
metric, client detail) migrated.
Trackers + docs:
- docs/launch-readiness.md — master pre-launch tracker. Includes
the reports gap audit (cross-cutting filter set, Marketing +
Financial blockers, custom builder remaining entities, scheduled
CSV/XLSX, template scope picker).
- docs/superpowers/audits/active-uat.md — 15 findings flipped
OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining
(each blocked on user input or cross-repo).
- CLAUDE.md — minor session notes carried forward.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
|
|
|
'feature flags',
|
|
|
|
|
'feature flag',
|
2026-05-12 16:14:12 +02:00
|
|
|
'client portal',
|
|
|
|
|
'client portal enabled',
|
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers
Bundles the rest of the in-flight work from this UAT round into one
checkpoint. Each sub-area is independent; see the headings below.
UAT polish (drained 11 findings from active-uat.md):
- Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl →
sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews
aren't cramped at 1440-1920px.
- Notes tab badge aggregation: new countFor{Client,Yacht,Company}
Aggregated helpers in notes.service mirror the listFor*Aggregated
symmetric-reach joins. yacht-tabs + company-tabs render the
badge; client-tabs already had badge support.
- Supplemental-info form polish bundle: BrandedAuthShell gains a
`width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of
fixed inset-0 pin so long forms scroll naturally). Form picks up
port branding (logoUrl + backgroundUrl + appName) via
loadByToken. Address fields completed (street + city + region +
postal + country). Port name eyebrow + success-state copy added.
- new-document-menu Upload-file landing toast: per-file completion
emits toast.success with action link to the destination entity
or folder.
- interest-tabs OverviewTab "from client" pill on Email + Phone
rows via new EditableRow `inheritedFrom` prop.
- create-document-wizard subject picker → segmented button strip
(5 types visible at once).
Launch infra:
- UTM column wiring (Init 1b step 4): migration
0089_website_submissions_utm.sql adds utm_source/medium/campaign/
term/content + composite index (port_id, utm_source, received_at)
for per-campaign rollups. website-inquiries intake accepts the
five fields. Residential intake intentionally untouched per audit
scope.
- Invoicing module gate (Init 1c spike): new
invoices-module.service + invoices layout guard + registry entry
invoices_module_enabled (default false). Audit conclusion in
launch-readiness.md: payments table is canonical money path;
/invoices flow is parallel infrastructure now hidden by default.
Smart-back navigation refactor:
- Replaced breadcrumb component with history-aware Back button.
New route-labels.ts + use-smart-back hook +
navigation-history-tracker so back falls through to the parent
route when there's no prior page in history.
- Sidebar / topbar / mobile-topbar adopt the new pattern; old
breadcrumb-store kept for back-compat consumers but the
breadcrumbs component is gone.
- 6 detail pages (admin/errors per-id + codes, invoices/
upload-receipts, reports kind, tenancies detail, analytics
metric, client detail) migrated.
Trackers + docs:
- docs/launch-readiness.md — master pre-launch tracker. Includes
the reports gap audit (cross-cutting filter set, Marketing +
Financial blockers, custom builder remaining entities, scheduled
CSV/XLSX, template scope picker).
- docs/superpowers/audits/active-uat.md — 15 findings flipped
OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining
(each blocked on user input or cross-repo).
- CLAUDE.md — minor session notes carried forward.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
|
|
|
'tenancies',
|
|
|
|
|
'tenancies module',
|
|
|
|
|
'tenancy',
|
|
|
|
|
'tenancy tracker',
|
|
|
|
|
'lease',
|
|
|
|
|
'lease windows',
|
|
|
|
|
'renewals',
|
|
|
|
|
'transfers',
|
|
|
|
|
'expenses',
|
|
|
|
|
'expenses module',
|
|
|
|
|
'receipts',
|
|
|
|
|
'expense receipts',
|
|
|
|
|
'ai',
|
2026-05-12 16:14:12 +02:00
|
|
|
'ai interest scoring',
|
|
|
|
|
'ai email drafts',
|
|
|
|
|
'invoice net10 discount',
|
|
|
|
|
'net-10',
|
|
|
|
|
'pipeline weights',
|
|
|
|
|
'pipeline stage weights',
|
|
|
|
|
'forecast',
|
|
|
|
|
'berth rules',
|
|
|
|
|
'berth status rules',
|
|
|
|
|
'inquiry contact email',
|
|
|
|
|
'inquiry notification recipients',
|
|
|
|
|
'residential notification recipients',
|
|
|
|
|
'eoi signers',
|
|
|
|
|
'developer',
|
|
|
|
|
'approver',
|
|
|
|
|
'countersign',
|
|
|
|
|
'recommender max oversize',
|
|
|
|
|
'recommender top n',
|
|
|
|
|
'recommender default count',
|
|
|
|
|
'fallthrough policy',
|
|
|
|
|
'fallthrough cooldown',
|
|
|
|
|
'heat weight recency',
|
|
|
|
|
'heat weight furthest stage',
|
|
|
|
|
'heat weight interest count',
|
|
|
|
|
'heat weight eoi count',
|
|
|
|
|
'tier ladder',
|
|
|
|
|
'hide late stage',
|
|
|
|
|
'documents show expired tab',
|
|
|
|
|
'expired tab',
|
|
|
|
|
'berths default currency',
|
|
|
|
|
'default currency',
|
|
|
|
|
],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/branding',
|
|
|
|
|
label: 'Branding',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['logo', 'app name', 'theme', 'colors', 'email header', 'white-label'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/email',
|
|
|
|
|
label: 'Email settings',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['smtp', 'imap', 'mail', 'from address', 'signature', 'mail server'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/documenso',
|
|
|
|
|
label: 'EOI signing service',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['documenso', 'signing', 'eoi', 'api credentials', 'webhook secret'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/reminders',
|
|
|
|
|
label: 'Reminder settings',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['reminders', 'daily digest', 'delivery window'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/webhooks',
|
|
|
|
|
label: 'Webhooks',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['webhook', 'outgoing', 'callback', 'delivery log'],
|
|
|
|
|
requires: 'admin.manage_webhooks',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/forms',
|
|
|
|
|
label: 'Forms',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['form templates', 'inquiry', 'intake', 'public form'],
|
|
|
|
|
requires: 'admin.manage_forms',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/email-templates',
|
|
|
|
|
label: 'Email templates',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['transactional emails', 'subject lines', 'portal email', 'inquiry email'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/tags',
|
|
|
|
|
label: 'Tags',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['labels', 'color-coded', 'classification'],
|
|
|
|
|
requires: 'admin.manage_tags',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/vocabularies',
|
|
|
|
|
label: 'Vocabularies',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: [
|
|
|
|
|
'pick lists',
|
|
|
|
|
'interest temperatures',
|
|
|
|
|
'status reasons',
|
|
|
|
|
'tenure types',
|
|
|
|
|
'expense categories',
|
|
|
|
|
'document types',
|
|
|
|
|
],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/custom-fields',
|
|
|
|
|
label: 'Custom fields',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['custom fields', 'tenant fields', 'extra fields'],
|
|
|
|
|
requires: 'admin.manage_custom_fields',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/duplicates',
|
|
|
|
|
label: 'Duplicates queue',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['dedup', 'duplicate clients', 'merge', 'review queue'],
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/import',
|
|
|
|
|
label: 'Bulk import',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['csv', 'import', 'bulk upload'],
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/sends',
|
|
|
|
|
label: 'Send log',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['email sends', 'brochures', 'send failures', 'retries'],
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/monitoring',
|
|
|
|
|
label: 'Queue monitoring',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['bullmq', 'queue', 'jobs', 'throughput', 'retries'],
|
|
|
|
|
requires: 'admin.system_backup',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/backup',
|
|
|
|
|
label: 'Backup & restore',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['backup', 'restore', 'retention', 'disaster recovery'],
|
|
|
|
|
requires: 'admin.system_backup',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/storage',
|
|
|
|
|
label: 'Storage backend',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['s3', 'minio', 'filesystem', 'storage backend', 'object store'],
|
|
|
|
|
requires: 'admin.system_backup',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/ports',
|
|
|
|
|
label: 'Ports',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['marinas', 'tenancy', 'port management', 'multi-port'],
|
|
|
|
|
superAdminOnly: true,
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/ai',
|
|
|
|
|
label: 'AI configuration',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['openai', 'anthropic', 'gpt', 'claude', 'llm', 'api key', 'embeddings'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
// /admin/ocr collapsed into /admin/ai on 2026-05-22 (the OcrSettingsForm
|
|
|
|
|
// already lived on both pages). Keywords surfaced via the AI tile.
|
2026-05-12 16:14:12 +02:00
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/website-analytics',
|
|
|
|
|
label: 'Website analytics (Umami)',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['umami', 'analytics', 'traffic', 'visitors', 'marketing', 'pageviews'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/residential-stages',
|
|
|
|
|
label: 'Residential pipeline stages',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['residential stages', 'pipeline', 'residential funnel'],
|
|
|
|
|
requires: 'admin.manage_settings',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
href: '/:portSlug/admin/roles',
|
|
|
|
|
label: 'Roles & permissions',
|
|
|
|
|
category: 'admin',
|
|
|
|
|
keywords: ['roles', 'permissions', 'access control', 'rbac'],
|
|
|
|
|
requires: 'admin.manage_users',
|
|
|
|
|
},
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
// /admin/invitations was merged into /admin/users on 2026-05-21 - the
|
2026-05-21 22:40:48 +02:00
|
|
|
// standalone catalog entry would route to the redirect stub. Reps
|
|
|
|
|
// searching for "invite" still land on the right surface via the
|
|
|
|
|
// /admin/users keyword list (extended below).
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
];
|
|
|
|
|
|
|
|
|
|
/** Substitute `:portSlug` placeholder for the current port. */
|
|
|
|
|
export function resolveHref(href: string, portSlug: string): string {
|
|
|
|
|
return href.replace(':portSlug', portSlug);
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
/**
|
|
|
|
|
* Returns nav catalog entries matching the query, filtered by what the
|
|
|
|
|
* current user is allowed to see. Match is a substring check against
|
|
|
|
|
* label + each keyword; ranking favors label hits over keyword hits and
|
|
|
|
|
* prefix hits over mid-string hits.
|
|
|
|
|
*
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
* Pure / sync - runs in-process. The catalog is ~15 entries today, so
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
* the linear scan is irrelevant cost-wise.
|
|
|
|
|
*/
|
|
|
|
|
export function searchNavCatalog(
|
|
|
|
|
query: string,
|
|
|
|
|
opts: { isSuperAdmin: boolean; permissions: RolePermissions | null; limit?: number },
|
|
|
|
|
): Array<NavCatalogEntry & { score: number }> {
|
|
|
|
|
const q = query.trim().toLowerCase();
|
|
|
|
|
if (q.length === 0) return [];
|
|
|
|
|
|
|
|
|
|
const limit = opts.limit ?? 5;
|
fix(uat-batch-1): wave-1 blocker bugs — supplemental gate, file FK, downloads, search dedup, notes stale, expense form, vocab
Surgical fixes for the 7 UAT blockers that prevent productive forward
testing. Each item has a corresponding entry in alpha-uat-master.md.
- supplemental-info route relocated out of (portal) so it bypasses the
isPortalDisabledGlobally() kill-switch. URL unchanged.
- file upload service derives client_id/company_id/yacht_id from
(entityType, entityId) when not explicitly passed, so interest-tab
uploads no longer land with client_id=NULL and stay visible in the
Attachments list.
- triggerBlobDownload / triggerUrlDownload helpers in src/lib/utils
attach the anchor to the DOM before click so Chromium honours the
download attribute; 7 sites refactored, file-named downloads stop
arriving as bare UUIDs.
- search-nav-catalog dedupes by href at the result-collection layer so
the same href can no longer surface twice in the command-K dropdown
(kills the React duplicate-key warning); /admin/templates entries
merged into a single richer-keyword variant.
- NotesList gains a parentInvalidateKey prop, wired through all five
callers (interest, client, yacht, company, residential client/
interest) so the Overview "Latest note" teaser refreshes when a note
is added in the Notes tab.
- expense-form-dialog: setValue('receiptFileIds') / setValue(
'noReceiptAcknowledged') on upload/clear/checkbox so the schema-level
refine sees the field and Create stops silently no-op'ing on submit.
- bulk-add-berths-wizard: side-pontoon dropdown now reads through
useVocabulary('berth_side_pontoon_options') instead of a wrong local
enum ('Port', 'Starboard', 'Bow', 'Stern') — wizard data now matches
the rest of the platform + honours admin-editable per-port overrides.
tsc clean. 1419/1419 vitest. lint clean on touched files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 16:50:58 +02:00
|
|
|
const byHref = new Map<string, NavCatalogEntry & { score: number }>();
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
|
|
|
|
|
for (const entry of NAV_CATALOG) {
|
|
|
|
|
if (entry.superAdminOnly && !opts.isSuperAdmin) continue;
|
|
|
|
|
if (entry.requires && !opts.isSuperAdmin && !hasPermission(opts.permissions, entry.requires)) {
|
|
|
|
|
continue;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
const score = scoreEntry(q, entry);
|
fix(uat-batch-1): wave-1 blocker bugs — supplemental gate, file FK, downloads, search dedup, notes stale, expense form, vocab
Surgical fixes for the 7 UAT blockers that prevent productive forward
testing. Each item has a corresponding entry in alpha-uat-master.md.
- supplemental-info route relocated out of (portal) so it bypasses the
isPortalDisabledGlobally() kill-switch. URL unchanged.
- file upload service derives client_id/company_id/yacht_id from
(entityType, entityId) when not explicitly passed, so interest-tab
uploads no longer land with client_id=NULL and stay visible in the
Attachments list.
- triggerBlobDownload / triggerUrlDownload helpers in src/lib/utils
attach the anchor to the DOM before click so Chromium honours the
download attribute; 7 sites refactored, file-named downloads stop
arriving as bare UUIDs.
- search-nav-catalog dedupes by href at the result-collection layer so
the same href can no longer surface twice in the command-K dropdown
(kills the React duplicate-key warning); /admin/templates entries
merged into a single richer-keyword variant.
- NotesList gains a parentInvalidateKey prop, wired through all five
callers (interest, client, yacht, company, residential client/
interest) so the Overview "Latest note" teaser refreshes when a note
is added in the Notes tab.
- expense-form-dialog: setValue('receiptFileIds') / setValue(
'noReceiptAcknowledged') on upload/clear/checkbox so the schema-level
refine sees the field and Create stops silently no-op'ing on submit.
- bulk-add-berths-wizard: side-pontoon dropdown now reads through
useVocabulary('berth_side_pontoon_options') instead of a wrong local
enum ('Port', 'Starboard', 'Bow', 'Stern') — wizard data now matches
the rest of the platform + honours admin-editable per-port overrides.
tsc clean. 1419/1419 vitest. lint clean on touched files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 16:50:58 +02:00
|
|
|
if (score === 0) continue;
|
|
|
|
|
|
|
|
|
|
// Some hrefs intentionally appear in multiple catalog categories
|
|
|
|
|
// (e.g. /admin/templates lives under both 'settings' and 'admin').
|
|
|
|
|
// Keep the highest-scoring variant so the dropdown never renders
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
// two rows with the same `id` (href) - React would otherwise warn
|
fix(uat-batch-1): wave-1 blocker bugs — supplemental gate, file FK, downloads, search dedup, notes stale, expense form, vocab
Surgical fixes for the 7 UAT blockers that prevent productive forward
testing. Each item has a corresponding entry in alpha-uat-master.md.
- supplemental-info route relocated out of (portal) so it bypasses the
isPortalDisabledGlobally() kill-switch. URL unchanged.
- file upload service derives client_id/company_id/yacht_id from
(entityType, entityId) when not explicitly passed, so interest-tab
uploads no longer land with client_id=NULL and stay visible in the
Attachments list.
- triggerBlobDownload / triggerUrlDownload helpers in src/lib/utils
attach the anchor to the DOM before click so Chromium honours the
download attribute; 7 sites refactored, file-named downloads stop
arriving as bare UUIDs.
- search-nav-catalog dedupes by href at the result-collection layer so
the same href can no longer surface twice in the command-K dropdown
(kills the React duplicate-key warning); /admin/templates entries
merged into a single richer-keyword variant.
- NotesList gains a parentInvalidateKey prop, wired through all five
callers (interest, client, yacht, company, residential client/
interest) so the Overview "Latest note" teaser refreshes when a note
is added in the Notes tab.
- expense-form-dialog: setValue('receiptFileIds') / setValue(
'noReceiptAcknowledged') on upload/clear/checkbox so the schema-level
refine sees the field and Create stops silently no-op'ing on submit.
- bulk-add-berths-wizard: side-pontoon dropdown now reads through
useVocabulary('berth_side_pontoon_options') instead of a wrong local
enum ('Port', 'Starboard', 'Bow', 'Stern') — wizard data now matches
the rest of the platform + honours admin-editable per-port overrides.
tsc clean. 1419/1419 vitest. lint clean on touched files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 16:50:58 +02:00
|
|
|
// about duplicate keys.
|
|
|
|
|
const existing = byHref.get(entry.href);
|
|
|
|
|
if (!existing || score > existing.score) {
|
|
|
|
|
byHref.set(entry.href, { ...entry, score });
|
|
|
|
|
}
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
}
|
|
|
|
|
|
fix(uat-batch-1): wave-1 blocker bugs — supplemental gate, file FK, downloads, search dedup, notes stale, expense form, vocab
Surgical fixes for the 7 UAT blockers that prevent productive forward
testing. Each item has a corresponding entry in alpha-uat-master.md.
- supplemental-info route relocated out of (portal) so it bypasses the
isPortalDisabledGlobally() kill-switch. URL unchanged.
- file upload service derives client_id/company_id/yacht_id from
(entityType, entityId) when not explicitly passed, so interest-tab
uploads no longer land with client_id=NULL and stay visible in the
Attachments list.
- triggerBlobDownload / triggerUrlDownload helpers in src/lib/utils
attach the anchor to the DOM before click so Chromium honours the
download attribute; 7 sites refactored, file-named downloads stop
arriving as bare UUIDs.
- search-nav-catalog dedupes by href at the result-collection layer so
the same href can no longer surface twice in the command-K dropdown
(kills the React duplicate-key warning); /admin/templates entries
merged into a single richer-keyword variant.
- NotesList gains a parentInvalidateKey prop, wired through all five
callers (interest, client, yacht, company, residential client/
interest) so the Overview "Latest note" teaser refreshes when a note
is added in the Notes tab.
- expense-form-dialog: setValue('receiptFileIds') / setValue(
'noReceiptAcknowledged') on upload/clear/checkbox so the schema-level
refine sees the field and Create stops silently no-op'ing on submit.
- bulk-add-berths-wizard: side-pontoon dropdown now reads through
useVocabulary('berth_side_pontoon_options') instead of a wrong local
enum ('Port', 'Starboard', 'Bow', 'Stern') — wizard data now matches
the rest of the platform + honours admin-editable per-port overrides.
tsc clean. 1419/1419 vitest. lint clean on touched files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 16:50:58 +02:00
|
|
|
const out = Array.from(byHref.values());
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
out.sort((a, b) => b.score - a.score);
|
|
|
|
|
return out.slice(0, limit);
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
function scoreEntry(q: string, entry: NavCatalogEntry): number {
|
|
|
|
|
const label = entry.label.toLowerCase();
|
|
|
|
|
|
|
|
|
|
// Strongest signals first.
|
|
|
|
|
if (label === q) return 100;
|
|
|
|
|
if (label.startsWith(q)) return 80;
|
|
|
|
|
if (label.includes(q)) return 60;
|
|
|
|
|
|
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
|
|
|
// Keyword hits - strongest if the keyword exactly equals the query
|
feat(search): full-platform search overhaul + view tracking + notes bucket
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:58:34 +02:00
|
|
|
// (e.g. user types "smtp"), then prefix, then substring.
|
|
|
|
|
for (const kw of entry.keywords) {
|
|
|
|
|
const k = kw.toLowerCase();
|
|
|
|
|
if (k === q) return 50;
|
|
|
|
|
if (k.startsWith(q)) return 35;
|
|
|
|
|
if (k.includes(q)) return 20;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
return 0;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
function hasPermission(perms: RolePermissions | null, dotPath: string): boolean {
|
|
|
|
|
if (!perms) return false;
|
|
|
|
|
const parts = dotPath.split('.');
|
|
|
|
|
let cur: unknown = perms;
|
|
|
|
|
for (const part of parts) {
|
|
|
|
|
if (typeof cur !== 'object' || cur === null) return false;
|
|
|
|
|
cur = (cur as Record<string, unknown>)[part];
|
|
|
|
|
}
|
|
|
|
|
return cur === true;
|
|
|
|
|
}
|