2026-04-24 13:40:41 +02:00
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'use client';
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2026-05-25 17:10:06 +02:00
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import { useState } from 'react';
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2026-05-02 23:01:15 +02:00
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import { useParams } from 'next/navigation';
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2026-05-25 17:10:06 +02:00
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import { Plus } from 'lucide-react';
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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2026-04-24 13:40:41 +02:00
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import type { DetailTab } from '@/components/shared/detail-layout';
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2026-05-25 17:10:06 +02:00
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import { Button } from '@/components/ui/button';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { TenancyCreateDialog } from '@/components/tenancies/tenancy-create-dialog';
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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2026-05-22 12:57:47 +02:00
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import { FieldHistoryProvider, FieldHistoryIcon } from '@/components/shared/field-history';
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
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2026-06-19 00:01:08 +02:00
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import { ProxyCard } from '@/components/shared/proxy-card';
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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import { NotesList } from '@/components/shared/notes-list';
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feat(activity): per-entity Activity timeline (clients/yachts/companies/berths)
Until now only the global /admin/audit page surfaced audit_logs. Each
entity detail page either lacked the Activity tab entirely or rendered
"Activity log coming soon" text.
- entity-activity.service.loadEntityActivity wraps searchAuditLogs
with actor-email resolution; reused by all 5 endpoints.
- New endpoints: /api/v1/{clients,yachts,companies,berths,interests}/[id]/activity,
each gated on the per-entity .view permission and tenant-checked
against ctx.portId.
- EntityActivityFeed renders a timeline with action verb ("Updated",
"Archived"), actor name, relative time, and field old→new diff.
- client-tabs, yacht-tabs, company-tabs, berth-tabs now mount the feed
on their Activity tab. Interest already has the richer
InterestTimeline component.
- yacht-tabs YachtInterestsTab also gets a friendlier empty state with
guidance copy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:57:51 +02:00
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import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
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2026-05-25 15:09:35 +02:00
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import { TenancyList, type TenancyRow } from '@/components/tenancies/tenancy-list';
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feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work
Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
canonical address form (line1/line2/city/state/postal + ISO
subdivision + CountryCombobox). Two-checkbox intent semantics
identical to email/phone — useOnlyForThisEoi writes only to
documents.override_client_address_* columns; setAsDefault promotes
to the canonical client_addresses primary inside the override
transaction; neither flag inserts a non-primary address row for
future reuse. eoi-context route now returns available.addresses so
the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
BEFORE generateAndSign creates the document row, so source_document_id
stayed NULL. Mirrored the bounded-recent backfill pattern from
contacts into persistDocumentOverrides for both client_addresses and
yachts (every row inserted in the last 60s with NULL source_document_id
and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
dropdown + get human labels in the card view.
Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
open reminders for an entity. Mounted on Overview tab of yacht /
client / interest detail. Empty state hints at the header button
rather than duplicating it.
Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
residential-inquiry — voice + sign-off match the 4 shipped earlier
("Dear X", "With warm regards, The {portName} Team", sentence-case
subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
set up to catch port-name leaks; templates are correct in review.
Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
badge), ResizeObserver-driven responsive PDF width, required-tokens-
unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
runs the in-app pdf-lib fill against the supplied interest, uploads
to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
takes multipart FormData, magic-byte verifies %PDF-, parses page
count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
warns when the new page count truncates the prior set.
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00
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import { RemindersInline } from '@/components/reminders/reminders-inline';
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2026-04-24 13:40:41 +02:00
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import { YachtOwnershipHistory } from '@/components/yachts/yacht-ownership-history';
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2026-05-21 19:25:28 +02:00
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import { feetToMeters, metersToFeet } from '@/components/yachts/yacht-dimensions';
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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import { apiFetch } from '@/lib/api/client';
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2026-05-12 16:52:35 +02:00
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import { stageLabel } from '@/lib/constants';
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feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish
Critical data-correctness fixes
- external-eoi.service: stage-advance list rewritten against canonical
7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to
legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so
EOI uploads from 'qualified' silently skipped the stage flip. Now also
writes eoiDocStatus='signed' alongside eoiStatus='signed'.
- public-interest.service + api/public/interests/route: pipelineStage
'open' → 'enquiry' for new public interests.
- interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker
comments updated.
- Display fallbacks canonicalized: dashboard.service, dashboard-report-data,
pdf/templates/{interest,client}-summary, interest-picker, timeline route
all route through canonicalizeStage / stageLabelFor.
Multi-berth interest label sweep
- New helper src/lib/templates/interest-berth-label.ts with 9 unit tests
(deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments,
falls back to 'first + N more').
- New batched aggregator getAllBerthMooringsForInterests on the
interest-berths service.
- BoardInterestRow + listInterests + getInterest extended with
berthMoorings: string[].
- Swept render sites: interest-detail-header, pipeline-card +
pipeline-column (kanban), interest-columns (list), interest-card,
interest-detail (breadcrumb), client-pipeline-summary +
client-interests-tab, yacht-tabs, shared interest-picker.
- PDF report "New interests (in period)" Source column → Berth column.
Dashboard PDF report fixes
- Hardcoded EUR → reads ports.default_currency once at the top of
resolveDashboardReportData. Falls back to USD.
- 'maintenance' berth-status bucket removed everywhere (wasn't in
canonical BERTH_STATUSES); cleaned from dashboard.service,
dashboard-report-data, occupancy-report, berth-status-chart, fixture.
- Berth demand ranking: dropped placeholder Tier column (resolver
hardcoded 'A' — heat-tier never plumbed through).
- Deal pulse distribution: tier values capitalized (hot → Hot etc.).
- Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing
"Validation failed" when all sections checked).
- Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no
more 2-line wraps on "needs date range"); accepts initialRange?:
DateRange so the dashboard's active range pre-fills dateFrom/dateTo via
rangeToBounds.
Interest banner overcounts fix
- interest-berth-status-banner: filters out self-caused under-offer
berths (where the only active deal touching the berth IS this same
interest). Waits for all competing-queries before committing the
count. Was showing "3 berths unavailable" when only 1 actually had a
competitor.
Sessions list ordering
- sessions-list: client-side sort by lastAt desc + displays lastAt
instead of firstAt so visible timestamp matches the sort key.
Audit log polish
- Details button: side Sheet → Popover anchored to the button (in-place
inline dropdown). Works with the virtualized table.
- From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3.
EntityFolderView (Documents Hub entity view)
- Per-row Download button (hover-reveal icon).
- File-type icon prefix + tighter row layout.
- Per-row interest-berth badge: files.ts attaches interestBerthLabel via
one batched getAllBerthMooringsForInterests call across all groups.
AggregatedFile type + EntityFolderView render the badge linking back
to the parent interest.
External EOI upload dialog
- Title input pre-fills from the derived default via controlled
displayTitle = title || defaultTitle (no setState-in-effect).
EOI Generate dialog
- Success toast on mutation success.
- Primary berth's "Include in EOI" checkbox is now forced-on + disabled
with tooltip: the primary IS the canonical "berth for this deal",
excluding it is semantically nonsense.
Primary berth must always be in EOI bundle (service + backfill)
- interest-berths.service: insert path forces is_in_eoi_bundle=true
whenever is_primary=true; update path coerces back to true when the
caller tries to set false on a primary. Backfilled 7 existing rows.
Documenso redirect URL fallback
- port-config getPortDocumensoConfig: resolution chain extended to
documenso_redirect_url → public_site_url → null. Operators with
public_site_url configured (most ports) now get sensible signer
landing without setting two settings.
World-map click → navigate
- website-analytics-shell: country click navigates to the nationality-
filtered Clients page via router.push instead of copying a URL to
clipboard.
Documents Hub: subfolder grid in main panel
- Subfolder cards rendered above the documents list when the current
folder has children. Lets reps drill into subfolders from the main
content area, not only via the sidebar tree.
Interest list initial sort
- usePaginatedQuery gains initialSort option (used when URL has no sort
param). Interest list passes updatedAt desc so the table header
surfaces the active sort visibly + most-recently-added/edited bubble
to the top.
Interest auto-assign on create
- interests.service createInterest: three-tier owner resolution chain
— explicit input → port's default_new_interest_owner setting →
creator (when not super-admin). Super-admins skipped since they often
create on behalf of other reps.
Backfills
- 12 interests with eoi_status='signed' + missing eoi_doc_status='signed'
aligned.
- 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false
flipped to true.
Verified
- pnpm tsc --noEmit: clean
- pnpm exec vitest run: 1463 / 1463 passed
Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md
across all 4 buckets, including two OPEN QUESTIONS (Reservations module
re-imagine, Reports dedicated page promotion).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
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import { deriveInterestBerthLabel } from '@/lib/templates/interest-berth-label';
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
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type YachtPatchField =
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| 'name'
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| 'hullNumber'
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| 'registration'
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| 'flag'
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| 'yearBuilt'
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| 'builder'
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| 'model'
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| 'hullMaterial'
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| 'lengthFt'
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| 'widthFt'
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| 'draftFt'
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| 'lengthM'
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| 'widthM'
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| 'draftM'
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| 'status'
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| 'notes';
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const STATUS_OPTIONS = [
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{ value: 'active', label: 'Active' },
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{ value: 'retired', label: 'Retired' },
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{ value: 'sold_away', label: 'Sold away' },
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];
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2026-04-24 13:40:41 +02:00
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interface YachtTabsYacht {
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id: string;
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name: string;
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hullNumber: string | null;
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registration: string | null;
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flag: string | null;
|
|
|
|
|
yearBuilt: number | null;
|
|
|
|
|
builder: string | null;
|
|
|
|
|
model: string | null;
|
|
|
|
|
hullMaterial: string | null;
|
|
|
|
|
lengthFt: string | null;
|
|
|
|
|
widthFt: string | null;
|
|
|
|
|
draftFt: string | null;
|
|
|
|
|
lengthM: string | null;
|
|
|
|
|
widthM: string | null;
|
|
|
|
|
draftM: string | null;
|
|
|
|
|
status: string;
|
|
|
|
|
notes: string | null;
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
tags?: Array<{ id: string; name: string; color: string }>;
|
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
|
|
|
noteCount?: number;
|
2026-04-24 13:40:41 +02:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
interface YachtTabsOptions {
|
|
|
|
|
yachtId: string;
|
|
|
|
|
currentUserId?: string;
|
|
|
|
|
yacht: YachtTabsYacht;
|
|
|
|
|
}
|
|
|
|
|
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
function useYachtPatch(yachtId: string) {
|
|
|
|
|
const qc = useQueryClient();
|
|
|
|
|
return useMutation({
|
|
|
|
|
mutationFn: async (patch: Partial<Record<YachtPatchField, string | number | null>>) =>
|
|
|
|
|
apiFetch(`/api/v1/yachts/${yachtId}`, {
|
|
|
|
|
method: 'PATCH',
|
|
|
|
|
body: patch,
|
|
|
|
|
}),
|
|
|
|
|
onSuccess: () => {
|
|
|
|
|
qc.invalidateQueries({ queryKey: ['yachts', yachtId] });
|
|
|
|
|
},
|
|
|
|
|
});
|
|
|
|
|
}
|
|
|
|
|
|
2026-05-22 12:57:47 +02:00
|
|
|
function EditableRow({
|
|
|
|
|
label,
|
|
|
|
|
children,
|
|
|
|
|
historyPath,
|
|
|
|
|
}: {
|
|
|
|
|
label: string;
|
|
|
|
|
children: React.ReactNode;
|
|
|
|
|
/** When set, renders a clock icon (when at least one override row
|
|
|
|
|
* exists for this path on the surrounding FieldHistoryProvider scope)
|
|
|
|
|
* that opens the field-history popover. */
|
|
|
|
|
historyPath?: string;
|
|
|
|
|
}) {
|
2026-04-24 13:40:41 +02:00
|
|
|
return (
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
<div className="flex gap-2 py-1.5 border-b last:border-0 items-center">
|
2026-04-24 13:40:41 +02:00
|
|
|
<dt className="w-40 shrink-0 text-sm text-muted-foreground">{label}</dt>
|
2026-05-22 12:57:47 +02:00
|
|
|
<dd className="flex-1 min-w-0 flex items-center gap-1">
|
|
|
|
|
<div className="flex-1 min-w-0">{children}</div>
|
|
|
|
|
{historyPath ? <FieldHistoryIcon fieldPath={historyPath} /> : null}
|
|
|
|
|
</dd>
|
2026-04-24 13:40:41 +02:00
|
|
|
</div>
|
|
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
2026-05-21 17:41:02 +02:00
|
|
|
function OverviewTab({
|
|
|
|
|
yachtId,
|
|
|
|
|
yacht,
|
|
|
|
|
currentUserId,
|
|
|
|
|
}: {
|
|
|
|
|
yachtId: string;
|
|
|
|
|
yacht: YachtTabsYacht;
|
|
|
|
|
currentUserId?: string;
|
|
|
|
|
}) {
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
const mutation = useYachtPatch(yachtId);
|
|
|
|
|
const save =
|
|
|
|
|
(field: YachtPatchField, transform?: (v: string | null) => string | number | null) =>
|
|
|
|
|
async (next: string | null) => {
|
|
|
|
|
const value = transform ? transform(next) : next;
|
|
|
|
|
await mutation.mutateAsync({ [field]: value });
|
|
|
|
|
};
|
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
|
|
|
/**
|
|
|
|
|
* Bidirectional dimension save: when the rep edits Length/Width/Draft
|
|
|
|
|
* in feet, also write the metric counterpart (and vice versa). Avoids
|
|
|
|
|
* the "I entered ft but the m row still says '-'" surprise.
|
|
|
|
|
*
|
|
|
|
|
* If the rep clears a field (next === null), only that side is
|
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
|
|
|
* cleared - we never overwrite their other-unit value with a derived
|
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
|
|
|
* one, since they may have intentionally entered a more precise
|
|
|
|
|
* metric figure.
|
|
|
|
|
*/
|
|
|
|
|
function saveDimension(
|
|
|
|
|
primaryField: 'lengthFt' | 'widthFt' | 'draftFt' | 'lengthM' | 'widthM' | 'draftM',
|
|
|
|
|
) {
|
|
|
|
|
const isFt = primaryField.endsWith('Ft');
|
|
|
|
|
const counterpart = (
|
|
|
|
|
isFt ? primaryField.replace('Ft', 'M') : primaryField.replace('M', 'Ft')
|
|
|
|
|
) as YachtPatchField;
|
|
|
|
|
return async (next: string | null) => {
|
|
|
|
|
if (next === null || next === '') {
|
|
|
|
|
await mutation.mutateAsync({ [primaryField]: null });
|
|
|
|
|
return;
|
|
|
|
|
}
|
|
|
|
|
const n = Number.parseFloat(next);
|
|
|
|
|
if (!Number.isFinite(n)) {
|
|
|
|
|
await mutation.mutateAsync({ [primaryField]: next });
|
|
|
|
|
return;
|
|
|
|
|
}
|
2026-05-21 19:25:28 +02:00
|
|
|
// Delegate the math to the canonical helpers in yacht-dimensions.ts
|
|
|
|
|
// so this surface, the create-form, and the read-side formatter all
|
|
|
|
|
// round-trip identically. 4dp precision keeps `1 ft → 0.3048 m →
|
|
|
|
|
// 1.0000 ft` (after trimZero → "1"); 2dp lost data on small values.
|
|
|
|
|
const converted = isFt ? feetToMeters(next) : metersToFeet(next);
|
|
|
|
|
const convertedStr =
|
|
|
|
|
converted === null ? '' : converted.toFixed(4).replace(/0+$/, '').replace(/\.$/, '');
|
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
|
|
|
await mutation.mutateAsync({
|
|
|
|
|
[primaryField]: next,
|
|
|
|
|
[counterpart]: convertedStr,
|
|
|
|
|
});
|
|
|
|
|
};
|
|
|
|
|
}
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
const yearTransform = (next: string | null) => {
|
|
|
|
|
if (next === null) return null;
|
|
|
|
|
const n = Number.parseInt(next, 10);
|
|
|
|
|
return Number.isNaN(n) ? null : n;
|
|
|
|
|
};
|
2026-04-24 13:40:41 +02:00
|
|
|
|
|
|
|
|
return (
|
2026-05-22 12:57:47 +02:00
|
|
|
<FieldHistoryProvider scope={{ type: 'yacht', id: yachtId }}>
|
|
|
|
|
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
|
2026-06-19 00:01:08 +02:00
|
|
|
{/* CM-9: per-vessel point-of-contact (overrides interest + client). */}
|
|
|
|
|
<div className="md:col-span-2">
|
|
|
|
|
<ProxyCard entityType="yacht" entityId={yachtId} />
|
|
|
|
|
</div>
|
2026-05-22 12:57:47 +02:00
|
|
|
{/* Identity */}
|
|
|
|
|
<div className="space-y-1">
|
|
|
|
|
<h3 className="text-sm font-medium mb-2">Identity</h3>
|
|
|
|
|
<dl>
|
|
|
|
|
<EditableRow label="Name" historyPath="yacht.name">
|
|
|
|
|
<InlineEditableField value={yacht.name} onSave={save('name')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Hull Number">
|
|
|
|
|
<InlineEditableField value={yacht.hullNumber} onSave={save('hullNumber')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Registration">
|
|
|
|
|
<InlineEditableField value={yacht.registration} onSave={save('registration')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Flag">
|
|
|
|
|
<InlineEditableField value={yacht.flag} onSave={save('flag')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Year Built">
|
|
|
|
|
<InlineEditableField
|
|
|
|
|
value={yacht.yearBuilt?.toString() ?? null}
|
|
|
|
|
onSave={save('yearBuilt', yearTransform)}
|
|
|
|
|
/>
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Status">
|
|
|
|
|
<InlineEditableField
|
|
|
|
|
variant="select"
|
|
|
|
|
options={STATUS_OPTIONS}
|
|
|
|
|
value={yacht.status}
|
|
|
|
|
onSave={save('status')}
|
|
|
|
|
/>
|
|
|
|
|
</EditableRow>
|
|
|
|
|
</dl>
|
|
|
|
|
</div>
|
2026-04-24 13:40:41 +02:00
|
|
|
|
2026-05-22 12:57:47 +02:00
|
|
|
{/* Build */}
|
|
|
|
|
<div className="space-y-1">
|
|
|
|
|
<h3 className="text-sm font-medium mb-2">Build</h3>
|
|
|
|
|
<dl>
|
|
|
|
|
<EditableRow label="Builder">
|
|
|
|
|
<InlineEditableField value={yacht.builder} onSave={save('builder')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Model">
|
|
|
|
|
<InlineEditableField value={yacht.model} onSave={save('model')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Hull Material">
|
|
|
|
|
<InlineEditableField value={yacht.hullMaterial} onSave={save('hullMaterial')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
</dl>
|
|
|
|
|
</div>
|
2026-04-24 13:40:41 +02:00
|
|
|
|
2026-05-22 12:57:47 +02:00
|
|
|
{/* Dimensions (ft) */}
|
|
|
|
|
<div className="space-y-1">
|
|
|
|
|
<h3 className="text-sm font-medium mb-2">Dimensions (ft)</h3>
|
|
|
|
|
<dl>
|
|
|
|
|
<EditableRow label="Length (ft)" historyPath="yacht.lengthFt">
|
|
|
|
|
<InlineEditableField value={yacht.lengthFt} onSave={saveDimension('lengthFt')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Width (ft)" historyPath="yacht.widthFt">
|
|
|
|
|
<InlineEditableField value={yacht.widthFt} onSave={saveDimension('widthFt')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Draft (ft)" historyPath="yacht.draftFt">
|
|
|
|
|
<InlineEditableField value={yacht.draftFt} onSave={saveDimension('draftFt')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
</dl>
|
|
|
|
|
</div>
|
2026-04-24 13:40:41 +02:00
|
|
|
|
2026-05-22 12:57:47 +02:00
|
|
|
{/* Dimensions (m) */}
|
|
|
|
|
<div className="space-y-1">
|
|
|
|
|
<h3 className="text-sm font-medium mb-2">Dimensions (m)</h3>
|
|
|
|
|
<dl>
|
|
|
|
|
<EditableRow label="Length (m)">
|
|
|
|
|
<InlineEditableField value={yacht.lengthM} onSave={saveDimension('lengthM')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Width (m)">
|
|
|
|
|
<InlineEditableField value={yacht.widthM} onSave={saveDimension('widthM')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
<EditableRow label="Draft (m)">
|
|
|
|
|
<InlineEditableField value={yacht.draftM} onSave={saveDimension('draftM')} />
|
|
|
|
|
</EditableRow>
|
|
|
|
|
</dl>
|
|
|
|
|
</div>
|
2026-04-24 13:40:41 +02:00
|
|
|
|
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
|
|
|
{/* Notes - threaded list (parity with clients/interests/companies).
|
2026-05-21 17:41:02 +02:00
|
|
|
The legacy single-field `yacht.notes` column stays in schema
|
|
|
|
|
for the EOI/contract merge-field path; OverviewTab no longer
|
|
|
|
|
exposes it for editing here. */}
|
2026-05-22 12:57:47 +02:00
|
|
|
<div className="space-y-1 md:col-span-2">
|
|
|
|
|
<h3 className="text-sm font-medium mb-2">Notes</h3>
|
|
|
|
|
<NotesList
|
|
|
|
|
entityType="yachts"
|
|
|
|
|
entityId={yachtId}
|
|
|
|
|
currentUserId={currentUserId}
|
|
|
|
|
parentInvalidateKey={['yachts', yachtId]}
|
|
|
|
|
/>
|
|
|
|
|
</div>
|
feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint
Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)
Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
handlers.ts files (Next.js 15 route.ts only allows specific exports)
Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
(apiFetch already JSON.stringifies its body; passing a stringified
body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md
Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
|
|
|
|
2026-05-22 12:57:47 +02:00
|
|
|
<InlineTagEditor
|
|
|
|
|
heading="Tags"
|
|
|
|
|
wrapperClassName="md:col-span-2"
|
|
|
|
|
endpoint={`/api/v1/yachts/${yachtId}/tags`}
|
|
|
|
|
currentTags={yacht.tags ?? []}
|
|
|
|
|
invalidateKey={['yachts', yachtId]}
|
|
|
|
|
/>
|
feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work
Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
canonical address form (line1/line2/city/state/postal + ISO
subdivision + CountryCombobox). Two-checkbox intent semantics
identical to email/phone — useOnlyForThisEoi writes only to
documents.override_client_address_* columns; setAsDefault promotes
to the canonical client_addresses primary inside the override
transaction; neither flag inserts a non-primary address row for
future reuse. eoi-context route now returns available.addresses so
the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
BEFORE generateAndSign creates the document row, so source_document_id
stayed NULL. Mirrored the bounded-recent backfill pattern from
contacts into persistDocumentOverrides for both client_addresses and
yachts (every row inserted in the last 60s with NULL source_document_id
and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
dropdown + get human labels in the card view.
Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
open reminders for an entity. Mounted on Overview tab of yacht /
client / interest detail. Empty state hints at the header button
rather than duplicating it.
Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
residential-inquiry — voice + sign-off match the 4 shipped earlier
("Dear X", "With warm regards, The {portName} Team", sentence-case
subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
set up to catch port-name leaks; templates are correct in review.
Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
badge), ResizeObserver-driven responsive PDF width, required-tokens-
unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
runs the in-app pdf-lib fill against the supplied interest, uploads
to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
takes multipart FormData, magic-byte verifies %PDF-, parses page
count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
warns when the new page count truncates the prior set.
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00
|
|
|
|
2026-05-22 12:57:47 +02:00
|
|
|
<div className="md:col-span-2">
|
|
|
|
|
<RemindersInline yachtId={yachtId} />
|
|
|
|
|
</div>
|
feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work
Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
canonical address form (line1/line2/city/state/postal + ISO
subdivision + CountryCombobox). Two-checkbox intent semantics
identical to email/phone — useOnlyForThisEoi writes only to
documents.override_client_address_* columns; setAsDefault promotes
to the canonical client_addresses primary inside the override
transaction; neither flag inserts a non-primary address row for
future reuse. eoi-context route now returns available.addresses so
the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
BEFORE generateAndSign creates the document row, so source_document_id
stayed NULL. Mirrored the bounded-recent backfill pattern from
contacts into persistDocumentOverrides for both client_addresses and
yachts (every row inserted in the last 60s with NULL source_document_id
and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
dropdown + get human labels in the card view.
Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
open reminders for an entity. Mounted on Overview tab of yacht /
client / interest detail. Empty state hints at the header button
rather than duplicating it.
Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
residential-inquiry — voice + sign-off match the 4 shipped earlier
("Dear X", "With warm regards, The {portName} Team", sentence-case
subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
set up to catch port-name leaks; templates are correct in review.
Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
badge), ResizeObserver-driven responsive PDF width, required-tokens-
unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
runs the in-app pdf-lib fill against the supplied interest, uploads
to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
takes multipart FormData, magic-byte verifies %PDF-, parses page
count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
warns when the new page count truncates the prior set.
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00
|
|
|
</div>
|
2026-05-22 12:57:47 +02:00
|
|
|
</FieldHistoryProvider>
|
2026-04-24 13:40:41 +02:00
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
2026-05-02 23:01:15 +02:00
|
|
|
function YachtInterestsTab({ yachtId }: { yachtId: string }) {
|
|
|
|
|
const { data, isLoading } = useQuery<{
|
|
|
|
|
data: Array<{
|
|
|
|
|
id: string;
|
|
|
|
|
pipelineStage: string;
|
|
|
|
|
clientName: string | null;
|
|
|
|
|
berthMooringNumber: string | null;
|
feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish
Critical data-correctness fixes
- external-eoi.service: stage-advance list rewritten against canonical
7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to
legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so
EOI uploads from 'qualified' silently skipped the stage flip. Now also
writes eoiDocStatus='signed' alongside eoiStatus='signed'.
- public-interest.service + api/public/interests/route: pipelineStage
'open' → 'enquiry' for new public interests.
- interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker
comments updated.
- Display fallbacks canonicalized: dashboard.service, dashboard-report-data,
pdf/templates/{interest,client}-summary, interest-picker, timeline route
all route through canonicalizeStage / stageLabelFor.
Multi-berth interest label sweep
- New helper src/lib/templates/interest-berth-label.ts with 9 unit tests
(deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments,
falls back to 'first + N more').
- New batched aggregator getAllBerthMooringsForInterests on the
interest-berths service.
- BoardInterestRow + listInterests + getInterest extended with
berthMoorings: string[].
- Swept render sites: interest-detail-header, pipeline-card +
pipeline-column (kanban), interest-columns (list), interest-card,
interest-detail (breadcrumb), client-pipeline-summary +
client-interests-tab, yacht-tabs, shared interest-picker.
- PDF report "New interests (in period)" Source column → Berth column.
Dashboard PDF report fixes
- Hardcoded EUR → reads ports.default_currency once at the top of
resolveDashboardReportData. Falls back to USD.
- 'maintenance' berth-status bucket removed everywhere (wasn't in
canonical BERTH_STATUSES); cleaned from dashboard.service,
dashboard-report-data, occupancy-report, berth-status-chart, fixture.
- Berth demand ranking: dropped placeholder Tier column (resolver
hardcoded 'A' — heat-tier never plumbed through).
- Deal pulse distribution: tier values capitalized (hot → Hot etc.).
- Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing
"Validation failed" when all sections checked).
- Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no
more 2-line wraps on "needs date range"); accepts initialRange?:
DateRange so the dashboard's active range pre-fills dateFrom/dateTo via
rangeToBounds.
Interest banner overcounts fix
- interest-berth-status-banner: filters out self-caused under-offer
berths (where the only active deal touching the berth IS this same
interest). Waits for all competing-queries before committing the
count. Was showing "3 berths unavailable" when only 1 actually had a
competitor.
Sessions list ordering
- sessions-list: client-side sort by lastAt desc + displays lastAt
instead of firstAt so visible timestamp matches the sort key.
Audit log polish
- Details button: side Sheet → Popover anchored to the button (in-place
inline dropdown). Works with the virtualized table.
- From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3.
EntityFolderView (Documents Hub entity view)
- Per-row Download button (hover-reveal icon).
- File-type icon prefix + tighter row layout.
- Per-row interest-berth badge: files.ts attaches interestBerthLabel via
one batched getAllBerthMooringsForInterests call across all groups.
AggregatedFile type + EntityFolderView render the badge linking back
to the parent interest.
External EOI upload dialog
- Title input pre-fills from the derived default via controlled
displayTitle = title || defaultTitle (no setState-in-effect).
EOI Generate dialog
- Success toast on mutation success.
- Primary berth's "Include in EOI" checkbox is now forced-on + disabled
with tooltip: the primary IS the canonical "berth for this deal",
excluding it is semantically nonsense.
Primary berth must always be in EOI bundle (service + backfill)
- interest-berths.service: insert path forces is_in_eoi_bundle=true
whenever is_primary=true; update path coerces back to true when the
caller tries to set false on a primary. Backfilled 7 existing rows.
Documenso redirect URL fallback
- port-config getPortDocumensoConfig: resolution chain extended to
documenso_redirect_url → public_site_url → null. Operators with
public_site_url configured (most ports) now get sensible signer
landing without setting two settings.
World-map click → navigate
- website-analytics-shell: country click navigates to the nationality-
filtered Clients page via router.push instead of copying a URL to
clipboard.
Documents Hub: subfolder grid in main panel
- Subfolder cards rendered above the documents list when the current
folder has children. Lets reps drill into subfolders from the main
content area, not only via the sidebar tree.
Interest list initial sort
- usePaginatedQuery gains initialSort option (used when URL has no sort
param). Interest list passes updatedAt desc so the table header
surfaces the active sort visibly + most-recently-added/edited bubble
to the top.
Interest auto-assign on create
- interests.service createInterest: three-tier owner resolution chain
— explicit input → port's default_new_interest_owner setting →
creator (when not super-admin). Super-admins skipped since they often
create on behalf of other reps.
Backfills
- 12 interests with eoi_status='signed' + missing eoi_doc_status='signed'
aligned.
- 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false
flipped to true.
Verified
- pnpm tsc --noEmit: clean
- pnpm exec vitest run: 1463 / 1463 passed
Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md
across all 4 buckets, including two OPEN QUESTIONS (Reservations module
re-imagine, Reports dedicated page promotion).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
|
|
|
berthMoorings?: string[];
|
2026-05-02 23:01:15 +02:00
|
|
|
updatedAt: string;
|
|
|
|
|
}>;
|
|
|
|
|
}>({
|
|
|
|
|
queryKey: ['interests', 'by-yacht', yachtId],
|
|
|
|
|
queryFn: () => apiFetch(`/api/v1/interests?yachtId=${yachtId}&limit=50&order=desc`),
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
const interests = data?.data ?? [];
|
|
|
|
|
|
|
|
|
|
if (isLoading) return <p className="text-sm text-muted-foreground">Loading…</p>;
|
|
|
|
|
if (interests.length === 0) {
|
feat(activity): per-entity Activity timeline (clients/yachts/companies/berths)
Until now only the global /admin/audit page surfaced audit_logs. Each
entity detail page either lacked the Activity tab entirely or rendered
"Activity log coming soon" text.
- entity-activity.service.loadEntityActivity wraps searchAuditLogs
with actor-email resolution; reused by all 5 endpoints.
- New endpoints: /api/v1/{clients,yachts,companies,berths,interests}/[id]/activity,
each gated on the per-entity .view permission and tenant-checked
against ctx.portId.
- EntityActivityFeed renders a timeline with action verb ("Updated",
"Archived"), actor name, relative time, and field old→new diff.
- client-tabs, yacht-tabs, company-tabs, berth-tabs now mount the feed
on their Activity tab. Interest already has the richer
InterestTimeline component.
- yacht-tabs YachtInterestsTab also gets a friendlier empty state with
guidance copy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:57:51 +02:00
|
|
|
return (
|
|
|
|
|
<div className="rounded-md border border-dashed bg-muted/30 p-6 text-center">
|
|
|
|
|
<p className="text-sm font-medium">No interests linked to this yacht</p>
|
|
|
|
|
<p className="text-xs text-muted-foreground mt-1">
|
|
|
|
|
Interests for this yacht will appear here once a sales rep links them. Add an interest
|
|
|
|
|
from the Interests tab on the owner’s client page.
|
|
|
|
|
</p>
|
|
|
|
|
</div>
|
|
|
|
|
);
|
2026-05-02 23:01:15 +02:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
return (
|
|
|
|
|
<ul className="space-y-2">
|
|
|
|
|
{interests.map((i) => (
|
|
|
|
|
<li
|
|
|
|
|
key={i.id}
|
|
|
|
|
className="flex items-center gap-3 rounded-md border bg-muted/30 p-3 text-sm"
|
|
|
|
|
>
|
|
|
|
|
<span className="w-36 shrink-0 text-xs font-medium uppercase text-muted-foreground">
|
2026-05-12 16:52:35 +02:00
|
|
|
{stageLabel(i.pipelineStage)}
|
2026-05-02 23:01:15 +02:00
|
|
|
</span>
|
2026-05-04 22:57:01 +02:00
|
|
|
<span className="flex-1 truncate">{i.clientName ?? '-'}</span>
|
feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish
Critical data-correctness fixes
- external-eoi.service: stage-advance list rewritten against canonical
7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to
legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so
EOI uploads from 'qualified' silently skipped the stage flip. Now also
writes eoiDocStatus='signed' alongside eoiStatus='signed'.
- public-interest.service + api/public/interests/route: pipelineStage
'open' → 'enquiry' for new public interests.
- interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker
comments updated.
- Display fallbacks canonicalized: dashboard.service, dashboard-report-data,
pdf/templates/{interest,client}-summary, interest-picker, timeline route
all route through canonicalizeStage / stageLabelFor.
Multi-berth interest label sweep
- New helper src/lib/templates/interest-berth-label.ts with 9 unit tests
(deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments,
falls back to 'first + N more').
- New batched aggregator getAllBerthMooringsForInterests on the
interest-berths service.
- BoardInterestRow + listInterests + getInterest extended with
berthMoorings: string[].
- Swept render sites: interest-detail-header, pipeline-card +
pipeline-column (kanban), interest-columns (list), interest-card,
interest-detail (breadcrumb), client-pipeline-summary +
client-interests-tab, yacht-tabs, shared interest-picker.
- PDF report "New interests (in period)" Source column → Berth column.
Dashboard PDF report fixes
- Hardcoded EUR → reads ports.default_currency once at the top of
resolveDashboardReportData. Falls back to USD.
- 'maintenance' berth-status bucket removed everywhere (wasn't in
canonical BERTH_STATUSES); cleaned from dashboard.service,
dashboard-report-data, occupancy-report, berth-status-chart, fixture.
- Berth demand ranking: dropped placeholder Tier column (resolver
hardcoded 'A' — heat-tier never plumbed through).
- Deal pulse distribution: tier values capitalized (hot → Hot etc.).
- Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing
"Validation failed" when all sections checked).
- Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no
more 2-line wraps on "needs date range"); accepts initialRange?:
DateRange so the dashboard's active range pre-fills dateFrom/dateTo via
rangeToBounds.
Interest banner overcounts fix
- interest-berth-status-banner: filters out self-caused under-offer
berths (where the only active deal touching the berth IS this same
interest). Waits for all competing-queries before committing the
count. Was showing "3 berths unavailable" when only 1 actually had a
competitor.
Sessions list ordering
- sessions-list: client-side sort by lastAt desc + displays lastAt
instead of firstAt so visible timestamp matches the sort key.
Audit log polish
- Details button: side Sheet → Popover anchored to the button (in-place
inline dropdown). Works with the virtualized table.
- From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3.
EntityFolderView (Documents Hub entity view)
- Per-row Download button (hover-reveal icon).
- File-type icon prefix + tighter row layout.
- Per-row interest-berth badge: files.ts attaches interestBerthLabel via
one batched getAllBerthMooringsForInterests call across all groups.
AggregatedFile type + EntityFolderView render the badge linking back
to the parent interest.
External EOI upload dialog
- Title input pre-fills from the derived default via controlled
displayTitle = title || defaultTitle (no setState-in-effect).
EOI Generate dialog
- Success toast on mutation success.
- Primary berth's "Include in EOI" checkbox is now forced-on + disabled
with tooltip: the primary IS the canonical "berth for this deal",
excluding it is semantically nonsense.
Primary berth must always be in EOI bundle (service + backfill)
- interest-berths.service: insert path forces is_in_eoi_bundle=true
whenever is_primary=true; update path coerces back to true when the
caller tries to set false on a primary. Backfilled 7 existing rows.
Documenso redirect URL fallback
- port-config getPortDocumensoConfig: resolution chain extended to
documenso_redirect_url → public_site_url → null. Operators with
public_site_url configured (most ports) now get sensible signer
landing without setting two settings.
World-map click → navigate
- website-analytics-shell: country click navigates to the nationality-
filtered Clients page via router.push instead of copying a URL to
clipboard.
Documents Hub: subfolder grid in main panel
- Subfolder cards rendered above the documents list when the current
folder has children. Lets reps drill into subfolders from the main
content area, not only via the sidebar tree.
Interest list initial sort
- usePaginatedQuery gains initialSort option (used when URL has no sort
param). Interest list passes updatedAt desc so the table header
surfaces the active sort visibly + most-recently-added/edited bubble
to the top.
Interest auto-assign on create
- interests.service createInterest: three-tier owner resolution chain
— explicit input → port's default_new_interest_owner setting →
creator (when not super-admin). Super-admins skipped since they often
create on behalf of other reps.
Backfills
- 12 interests with eoi_status='signed' + missing eoi_doc_status='signed'
aligned.
- 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false
flipped to true.
Verified
- pnpm tsc --noEmit: clean
- pnpm exec vitest run: 1463 / 1463 passed
Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md
across all 4 buckets, including two OPEN QUESTIONS (Reservations module
re-imagine, Reports dedicated page promotion).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
|
|
|
{(() => {
|
|
|
|
|
const label = deriveInterestBerthLabel(i.berthMoorings) ?? i.berthMooringNumber;
|
|
|
|
|
return label ? (
|
|
|
|
|
<span className="shrink-0 text-xs text-muted-foreground">Berth {label}</span>
|
|
|
|
|
) : null;
|
|
|
|
|
})()}
|
2026-05-02 23:01:15 +02:00
|
|
|
</li>
|
|
|
|
|
))}
|
|
|
|
|
</ul>
|
|
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
2026-05-25 15:09:35 +02:00
|
|
|
function YachtTenanciesTab({ yachtId }: { yachtId: string }) {
|
2026-05-02 23:01:15 +02:00
|
|
|
const routeParams = useParams<{ portSlug: string }>();
|
|
|
|
|
const portSlug = routeParams?.portSlug ?? '';
|
2026-05-25 17:10:06 +02:00
|
|
|
const [createOpen, setCreateOpen] = useState(false);
|
2026-05-02 23:01:15 +02:00
|
|
|
|
2026-05-25 15:09:35 +02:00
|
|
|
const { data, isLoading } = useQuery<{ data: TenancyRow[] }>({
|
|
|
|
|
queryKey: ['tenancies', 'by-yacht', yachtId],
|
|
|
|
|
queryFn: () => apiFetch(`/api/v1/tenancies?yachtId=${yachtId}&limit=50&order=desc`),
|
2026-05-02 23:01:15 +02:00
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (isLoading) return <p className="text-sm text-muted-foreground">Loading…</p>;
|
|
|
|
|
|
|
|
|
|
return (
|
2026-05-25 17:10:06 +02:00
|
|
|
<div className="space-y-4">
|
|
|
|
|
<div className="flex items-center justify-end">
|
|
|
|
|
<PermissionGate resource="tenancies" action="manage">
|
|
|
|
|
<Button size="sm" onClick={() => setCreateOpen(true)}>
|
|
|
|
|
<Plus className="mr-1.5 h-4 w-4" aria-hidden />
|
|
|
|
|
Create tenancy
|
|
|
|
|
</Button>
|
|
|
|
|
</PermissionGate>
|
|
|
|
|
</div>
|
|
|
|
|
<TenancyList
|
|
|
|
|
tenancies={data?.data ?? []}
|
|
|
|
|
showBerth
|
|
|
|
|
portSlug={portSlug}
|
|
|
|
|
emptyMessage="No tenancies for this yacht."
|
|
|
|
|
/>
|
|
|
|
|
<TenancyCreateDialog open={createOpen} onOpenChange={setCreateOpen} yachtId={yachtId} />
|
|
|
|
|
</div>
|
2026-05-02 23:01:15 +02:00
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
2026-05-25 15:29:22 +02:00
|
|
|
export function getYachtTabs({
|
|
|
|
|
yachtId,
|
|
|
|
|
currentUserId,
|
|
|
|
|
yacht,
|
|
|
|
|
tenanciesModuleEnabled = false,
|
|
|
|
|
}: YachtTabsOptions & { tenanciesModuleEnabled?: boolean }): DetailTab[] {
|
|
|
|
|
const tabs: DetailTab[] = [
|
2026-04-24 13:40:41 +02:00
|
|
|
{
|
|
|
|
|
id: 'overview',
|
|
|
|
|
label: 'Overview',
|
2026-05-21 17:41:02 +02:00
|
|
|
content: <OverviewTab yachtId={yachtId} yacht={yacht} currentUserId={currentUserId} />,
|
2026-04-24 13:40:41 +02:00
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
id: 'ownership-history',
|
|
|
|
|
label: 'Ownership History',
|
|
|
|
|
content: <YachtOwnershipHistory yachtId={yachtId} />,
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
id: 'interests',
|
|
|
|
|
label: 'Interests',
|
2026-05-02 23:01:15 +02:00
|
|
|
content: <YachtInterestsTab yachtId={yachtId} />,
|
2026-04-24 13:40:41 +02:00
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
id: 'notes',
|
|
|
|
|
label: 'Notes',
|
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
|
|
|
badge: yacht.noteCount,
|
2026-05-09 18:36:05 +02:00
|
|
|
content: (
|
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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<NotesList
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entityType="yachts"
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entityId={yachtId}
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currentUserId={currentUserId}
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aggregate
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parentInvalidateKey={['yachts', yachtId]}
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/>
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2026-05-09 18:36:05 +02:00
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),
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2026-04-24 13:40:41 +02:00
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},
|
feat(activity): per-entity Activity timeline (clients/yachts/companies/berths)
Until now only the global /admin/audit page surfaced audit_logs. Each
entity detail page either lacked the Activity tab entirely or rendered
"Activity log coming soon" text.
- entity-activity.service.loadEntityActivity wraps searchAuditLogs
with actor-email resolution; reused by all 5 endpoints.
- New endpoints: /api/v1/{clients,yachts,companies,berths,interests}/[id]/activity,
each gated on the per-entity .view permission and tenant-checked
against ctx.portId.
- EntityActivityFeed renders a timeline with action verb ("Updated",
"Archived"), actor name, relative time, and field old→new diff.
- client-tabs, yacht-tabs, company-tabs, berth-tabs now mount the feed
on their Activity tab. Interest already has the richer
InterestTimeline component.
- yacht-tabs YachtInterestsTab also gets a friendlier empty state with
guidance copy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:57:51 +02:00
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{
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id: 'activity',
|
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label: 'Activity',
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content: (
|
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|
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<EntityActivityFeed
|
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|
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endpoint={`/api/v1/yachts/${yachtId}/activity`}
|
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emptyText="No activity recorded for this yacht yet."
|
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/>
|
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),
|
|
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},
|
2026-04-24 13:40:41 +02:00
|
|
|
];
|
2026-05-25 15:29:22 +02:00
|
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|
if (tenanciesModuleEnabled) {
|
|
|
|
|
// Insert after Interests (index 3) so the ordering reads:
|
|
|
|
|
// Overview → Ownership History → Interests → Tenancies.
|
|
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|
|
tabs.splice(3, 0, {
|
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|
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id: 'tenancies',
|
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label: 'Tenancies',
|
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|
content: <YachtTenanciesTab yachtId={yachtId} />,
|
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});
|
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}
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return tabs;
|
2026-04-24 13:40:41 +02:00
|
|
|
}
|