Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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'use client';
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import { useQuery } from '@tanstack/react-query';
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import { formatDistanceToNow } from 'date-fns';
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feat(uat-batch-5): UI polish — dialog width, chart centering, recommender pill, audit link, inbox reorder
Six surgical Wave-2-3 wins:
- UploadForSigningDialog: dialog widened to max-w-[1400px] w-[95vw] so
the place-fields step actually has room; recipient row converts from
fixed grid to flex (name flex-1, email flex-[2] for the longer
string, role w-40, delete shrink-0); invitation-message textarea
rows 3 → 6.
- ChartCard becomes flex-col with flex-1 + items-center on CardContent
so charts vertically center when neighbouring cards make the row
taller (e.g. Pipeline Value's full breakdown).
- Berth recommender pill: drops the "Tier {letter} · " prefix; shows
just the plain-English label ("Open" / "Fall-through" / "Active
interest" / "Late stage") as a Popover trigger that explains the
4-state ladder. HelpCircle icon makes the tooltip discoverable.
- Activity feed gains a "See all" link in the header pointing at
/<port>/admin/audit, permission-gated by `admin.view_audit_log`.
- Inbox section order swaps to Reminders above Alerts (rep-noted
priority); PageHeader title flips to "Reminders & Alerts". Section
ids, deep-link hashes, and localStorage open-state keys untouched.
- Inbox ReminderList (embedded mode only): "New Reminder" button now
shares the filter row (right-aligned via ml-auto) instead of
occupying its own dedicated row above the filters.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:28:20 +02:00
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import Link from 'next/link';
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import { useParams } from 'next/navigation';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { apiFetch } from '@/lib/api/client';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import { Badge } from '@/components/ui/badge';
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import { CardSkeleton } from '@/components/shared/loading-skeleton';
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feat(uat-batch-5): UI polish — dialog width, chart centering, recommender pill, audit link, inbox reorder
Six surgical Wave-2-3 wins:
- UploadForSigningDialog: dialog widened to max-w-[1400px] w-[95vw] so
the place-fields step actually has room; recipient row converts from
fixed grid to flex (name flex-1, email flex-[2] for the longer
string, role w-40, delete shrink-0); invitation-message textarea
rows 3 → 6.
- ChartCard becomes flex-col with flex-1 + items-center on CardContent
so charts vertically center when neighbouring cards make the row
taller (e.g. Pipeline Value's full breakdown).
- Berth recommender pill: drops the "Tier {letter} · " prefix; shows
just the plain-English label ("Open" / "Fall-through" / "Active
interest" / "Late stage") as a Popover trigger that explains the
4-state ladder. HelpCircle icon makes the tooltip discoverable.
- Activity feed gains a "See all" link in the header pointing at
/<port>/admin/audit, permission-gated by `admin.view_audit_log`.
- Inbox section order swaps to Reminders above Alerts (rep-noted
priority); PageHeader title flips to "Reminders & Alerts". Section
ids, deep-link hashes, and localStorage open-state keys untouched.
- Inbox ReminderList (embedded mode only): "New Reminder" button now
shares the filter row (right-aligned via ml-auto) instead of
occupying its own dedicated row above the filters.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:28:20 +02:00
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import { usePermissions } from '@/hooks/use-permissions';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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import { WidgetErrorBoundary } from './widget-error-boundary';
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2026-05-15 01:12:20 +02:00
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import {
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STAGE_LABELS,
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PIPELINE_STAGES,
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LEGACY_STAGE_REMAP,
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formatSource,
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type PipelineStage,
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} from '@/lib/constants';
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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interface ActivityItem {
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id: string;
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action: string;
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entityType: string;
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entityId: string | null;
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2026-05-12 14:50:58 +02:00
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/** Server-resolved human label (client name, yacht name, …) when the
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* underlying entity still exists. Falls back to the id prefix in the UI. */
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label: string | null;
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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userId: string | null;
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2026-05-12 14:50:58 +02:00
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fieldChanged: string | null;
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oldValue: unknown;
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newValue: unknown;
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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metadata: Record<string, unknown> | null;
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createdAt: string;
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}
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2026-05-12 14:50:58 +02:00
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/** camelCase / snake_case field name → "Title Case" so the audit log
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* reads naturally ("fullName" → "Full Name", "phone_number" → "Phone
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* Number"). Single-word fields stay capitalized. */
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function humanizeFieldName(name: string): string {
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return name
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.replace(/_/g, ' ')
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.replace(/([a-z])([A-Z])/g, '$1 $2')
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.replace(/\b\w/g, (c) => c.toUpperCase());
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}
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feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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/** Map enum-typed field values to their canonical human labels. The audit
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* log stores raw enum strings (`deposit_10pct`, `lost_other_marina`); the
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* feed should read like `10% Deposit`, not the wire value. */
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function normalizeEnumValue(field: string, value: unknown): unknown {
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if (typeof value !== 'string') return value;
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const f = field.replace(/_/g, '').toLowerCase();
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if (f === 'pipelinestage' || f === 'stage') {
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2026-05-15 01:12:20 +02:00
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// A2: map legacy 9-stage enum values to their 7-stage equivalents so
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// historical audit-log rows ("deposit_10pct", "contract_sent", ...)
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// render as the modern label rather than a humanized raw enum.
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const modern = (PIPELINE_STAGES as readonly string[]).includes(value)
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? (value as PipelineStage)
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: LEGACY_STAGE_REMAP[value];
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if (modern) return STAGE_LABELS[modern];
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return humanizeFieldName(value);
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feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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}
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if (f === 'source') {
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return formatSource(value) ?? value;
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}
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if (f === 'leadcategory' || f === 'category') {
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return humanizeFieldName(value);
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}
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if (f === 'outcome') {
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return humanizeFieldName(value);
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}
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return value;
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}
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2026-05-12 14:50:58 +02:00
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/** Render a JSON-ish value as a short, single-line preview. Strings come
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* through as-is; objects flatten to "k: v, k: v"; arrays compress to a
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* count; nulls / empty render as em-dash. */
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feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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function shortValue(value: unknown, fieldContext?: string): string {
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if (fieldContext) value = normalizeEnumValue(fieldContext, value);
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2026-05-12 14:50:58 +02:00
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if (value === null || value === undefined || value === '') return '—';
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if (typeof value === 'string') return value;
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if (typeof value === 'number' || typeof value === 'boolean') return String(value);
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if (Array.isArray(value)) return `${value.length} item${value.length === 1 ? '' : 's'}`;
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if (typeof value === 'object') {
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const entries = Object.entries(value as Record<string, unknown>);
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if (entries.length === 0) return '—';
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return entries
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.slice(0, 3)
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feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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.map(
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([k, v]) =>
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`${humanizeFieldName(k)}: ${typeof v === 'string' ? normalizeEnumValue(k, v) : JSON.stringify(v)}`,
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)
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2026-05-12 14:50:58 +02:00
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.join(', ');
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}
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return String(value);
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}
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/** Build a "Field: old → new" diff string for the activity row's second
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* line. Returns null when there's nothing useful to show.
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*
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* Audit logs for updates store the per-field diff inside `oldValue` as
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* `{ field: { old, new }, … }` (see entity-diff.ts), so that's the
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* shape we pattern-match first. Falls back to a fieldChanged/old→new
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* pair when those are present, and finally to a key-by-key compare of
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|
|
|
|
* two flat objects in `oldValue` vs `newValue`. */
|
|
|
|
|
function buildDiffLine(item: ActivityItem): string | null {
|
|
|
|
|
// Shape A: oldValue = { field: { old, new }, … }
|
|
|
|
|
if (
|
|
|
|
|
item.action === 'update' &&
|
|
|
|
|
item.oldValue &&
|
|
|
|
|
typeof item.oldValue === 'object' &&
|
|
|
|
|
!Array.isArray(item.oldValue)
|
|
|
|
|
) {
|
|
|
|
|
const diffMap = item.oldValue as Record<string, unknown>;
|
|
|
|
|
const entries = Object.entries(diffMap).filter(([, v]) => {
|
|
|
|
|
return v && typeof v === 'object' && 'old' in (v as object) && 'new' in (v as object);
|
|
|
|
|
});
|
|
|
|
|
if (entries.length > 0) {
|
|
|
|
|
return entries
|
|
|
|
|
.slice(0, 2)
|
|
|
|
|
.map(([field, v]) => {
|
|
|
|
|
const { old, new: nextValue } = v as { old: unknown; new: unknown };
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
return `${humanizeFieldName(field)}: ${shortValue(old, field)} → ${shortValue(nextValue, field)}`;
|
2026-05-12 14:50:58 +02:00
|
|
|
})
|
|
|
|
|
.join(' · ');
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Shape B: single-field change with explicit columns.
|
|
|
|
|
if (item.fieldChanged) {
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
const field = item.fieldChanged;
|
|
|
|
|
return `${humanizeFieldName(field)}: ${shortValue(item.oldValue, field)} → ${shortValue(item.newValue, field)}`;
|
2026-05-12 14:50:58 +02:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Shape C: flat oldValue vs flat newValue.
|
|
|
|
|
if (
|
|
|
|
|
item.action === 'update' &&
|
|
|
|
|
item.oldValue &&
|
|
|
|
|
typeof item.oldValue === 'object' &&
|
|
|
|
|
item.newValue &&
|
|
|
|
|
typeof item.newValue === 'object'
|
|
|
|
|
) {
|
|
|
|
|
const oldObj = item.oldValue as Record<string, unknown>;
|
|
|
|
|
const newObj = item.newValue as Record<string, unknown>;
|
|
|
|
|
const keys = Object.keys(oldObj).filter((k) => k in newObj);
|
|
|
|
|
if (keys.length === 0) return null;
|
|
|
|
|
return keys
|
|
|
|
|
.slice(0, 2)
|
2026-05-12 15:48:51 +02:00
|
|
|
.map(
|
|
|
|
|
(k) => `${humanizeFieldName(k)}: ${shortValue(oldObj[k], k)} → ${shortValue(newObj[k], k)}`,
|
|
|
|
|
)
|
2026-05-12 14:50:58 +02:00
|
|
|
.join(' · ');
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
return null;
|
|
|
|
|
}
|
|
|
|
|
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
const ACTION_VARIANTS: Record<string, 'default' | 'secondary' | 'destructive' | 'outline'> = {
|
|
|
|
|
create: 'default',
|
|
|
|
|
update: 'secondary',
|
|
|
|
|
delete: 'destructive',
|
|
|
|
|
archive: 'outline',
|
|
|
|
|
restore: 'secondary',
|
|
|
|
|
};
|
|
|
|
|
|
|
|
|
|
function ActionBadge({ action }: { action: string }) {
|
|
|
|
|
const variant = ACTION_VARIANTS[action] ?? 'outline';
|
|
|
|
|
return (
|
|
|
|
|
<Badge variant={variant} className="shrink-0 capitalize text-xs">
|
|
|
|
|
{action}
|
|
|
|
|
</Badge>
|
|
|
|
|
);
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
function ActivityFeedInner() {
|
feat(uat-batch-5): UI polish — dialog width, chart centering, recommender pill, audit link, inbox reorder
Six surgical Wave-2-3 wins:
- UploadForSigningDialog: dialog widened to max-w-[1400px] w-[95vw] so
the place-fields step actually has room; recipient row converts from
fixed grid to flex (name flex-1, email flex-[2] for the longer
string, role w-40, delete shrink-0); invitation-message textarea
rows 3 → 6.
- ChartCard becomes flex-col with flex-1 + items-center on CardContent
so charts vertically center when neighbouring cards make the row
taller (e.g. Pipeline Value's full breakdown).
- Berth recommender pill: drops the "Tier {letter} · " prefix; shows
just the plain-English label ("Open" / "Fall-through" / "Active
interest" / "Late stage") as a Popover trigger that explains the
4-state ladder. HelpCircle icon makes the tooltip discoverable.
- Activity feed gains a "See all" link in the header pointing at
/<port>/admin/audit, permission-gated by `admin.view_audit_log`.
- Inbox section order swaps to Reminders above Alerts (rep-noted
priority); PageHeader title flips to "Reminders & Alerts". Section
ids, deep-link hashes, and localStorage open-state keys untouched.
- Inbox ReminderList (embedded mode only): "New Reminder" button now
shares the filter row (right-aligned via ml-auto) instead of
occupying its own dedicated row above the filters.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:28:20 +02:00
|
|
|
const params = useParams<{ portSlug: string }>();
|
|
|
|
|
const portSlug = params?.portSlug ?? '';
|
|
|
|
|
const { can } = usePermissions();
|
|
|
|
|
const canViewAuditLog = can('admin', 'view_audit_log');
|
|
|
|
|
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
const { data, isLoading } = useQuery<ActivityItem[]>({
|
|
|
|
|
queryKey: ['dashboard', 'activity'],
|
|
|
|
|
queryFn: () => apiFetch<ActivityItem[]>('/api/v1/dashboard/activity'),
|
|
|
|
|
staleTime: 30_000,
|
|
|
|
|
retry: 2,
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
if (isLoading) {
|
|
|
|
|
return <CardSkeleton />;
|
|
|
|
|
}
|
|
|
|
|
|
2026-05-15 01:12:20 +02:00
|
|
|
// A1: permission_denied rows on the activity feed render as a bare
|
|
|
|
|
// action badge with no entity name (they target `admin.X` with empty
|
|
|
|
|
// entityId). They're noise for the rep — keep them in the audit log
|
|
|
|
|
// page but hide them from the dashboard feed.
|
|
|
|
|
const items = (data ?? []).filter((i) => i.action !== 'permission_denied');
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
|
|
|
|
|
return (
|
|
|
|
|
<Card>
|
feat(uat-batch-5): UI polish — dialog width, chart centering, recommender pill, audit link, inbox reorder
Six surgical Wave-2-3 wins:
- UploadForSigningDialog: dialog widened to max-w-[1400px] w-[95vw] so
the place-fields step actually has room; recipient row converts from
fixed grid to flex (name flex-1, email flex-[2] for the longer
string, role w-40, delete shrink-0); invitation-message textarea
rows 3 → 6.
- ChartCard becomes flex-col with flex-1 + items-center on CardContent
so charts vertically center when neighbouring cards make the row
taller (e.g. Pipeline Value's full breakdown).
- Berth recommender pill: drops the "Tier {letter} · " prefix; shows
just the plain-English label ("Open" / "Fall-through" / "Active
interest" / "Late stage") as a Popover trigger that explains the
4-state ladder. HelpCircle icon makes the tooltip discoverable.
- Activity feed gains a "See all" link in the header pointing at
/<port>/admin/audit, permission-gated by `admin.view_audit_log`.
- Inbox section order swaps to Reminders above Alerts (rep-noted
priority); PageHeader title flips to "Reminders & Alerts". Section
ids, deep-link hashes, and localStorage open-state keys untouched.
- Inbox ReminderList (embedded mode only): "New Reminder" button now
shares the filter row (right-aligned via ml-auto) instead of
occupying its own dedicated row above the filters.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:28:20 +02:00
|
|
|
<CardHeader className="flex flex-row items-center justify-between gap-2 space-y-0">
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
<CardTitle className="text-base">Recent Activity</CardTitle>
|
feat(uat-batch-5): UI polish — dialog width, chart centering, recommender pill, audit link, inbox reorder
Six surgical Wave-2-3 wins:
- UploadForSigningDialog: dialog widened to max-w-[1400px] w-[95vw] so
the place-fields step actually has room; recipient row converts from
fixed grid to flex (name flex-1, email flex-[2] for the longer
string, role w-40, delete shrink-0); invitation-message textarea
rows 3 → 6.
- ChartCard becomes flex-col with flex-1 + items-center on CardContent
so charts vertically center when neighbouring cards make the row
taller (e.g. Pipeline Value's full breakdown).
- Berth recommender pill: drops the "Tier {letter} · " prefix; shows
just the plain-English label ("Open" / "Fall-through" / "Active
interest" / "Late stage") as a Popover trigger that explains the
4-state ladder. HelpCircle icon makes the tooltip discoverable.
- Activity feed gains a "See all" link in the header pointing at
/<port>/admin/audit, permission-gated by `admin.view_audit_log`.
- Inbox section order swaps to Reminders above Alerts (rep-noted
priority); PageHeader title flips to "Reminders & Alerts". Section
ids, deep-link hashes, and localStorage open-state keys untouched.
- Inbox ReminderList (embedded mode only): "New Reminder" button now
shares the filter row (right-aligned via ml-auto) instead of
occupying its own dedicated row above the filters.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:28:20 +02:00
|
|
|
{canViewAuditLog && portSlug ? (
|
|
|
|
|
<Link
|
|
|
|
|
// eslint-disable-next-line @typescript-eslint/no-explicit-any
|
|
|
|
|
href={`/${portSlug}/admin/audit` as any}
|
|
|
|
|
className="text-xs font-medium text-primary hover:underline"
|
|
|
|
|
>
|
|
|
|
|
See all
|
|
|
|
|
</Link>
|
|
|
|
|
) : null}
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
|
|
</CardHeader>
|
|
|
|
|
<CardContent>
|
|
|
|
|
{items.length === 0 ? (
|
fix(ux): batch UX audit fixes across spine pages
Comprehensive audit findings rolled up into one pass.
Bugs:
- dialog.tsx — sm-breakpoint centering classes (sm:left-[50%] /
sm:top-[50%]) were being silently stripped by tailwind-merge because
the base inset-0 + sm:inset-auto pair counted as a conflict. Replaced
with explicit per-side utilities (top-0 right-0 bottom-0 left-0 +
sm:right-auto sm:bottom-auto). Every Dialog instance now centers
correctly on desktop. (Affected 16 dialog consumers.)
- interest-documents-tab.tsx — useQuery shared the queryKey
['interests', interestId] with the parent InterestDetail's query but
returned a different shape ({ data: ... } envelope vs unwrapped).
They clobbered each other's cache on tab mount, degenerating the
parent header to "Unknown Client" / "Open" briefly. Unified the
queryFn shape so the cache stays consistent.
- interest-tabs.tsx — milestone steps now derive done-state from
PIPELINE_STAGES.indexOf(currentStage) >= step.advanceStage_idx as
well as from the date stamp. Stage truth > date truth. Seeded /
imported interests that arrived past `open` without per-step dates
now correctly show their milestone steps as checked.
- interest-detail.tsx — wires useMobileChrome so the mobile topbar
shows the client name instead of the interest UUID.
- interest-documents-tab.tsx — empty state restructured to a centered
"No documents yet — Generate EOI" CTA card instead of a small
primary button floating in the corner.
- timeline/route.ts — synthesizes a "Created at <stage>" event when
no audit-log rows exist for the interest, so the Activity tab
isn't empty for seeded interests.
- lead-source-chart.tsx — pie radii switched from fixed 90px/50px
to "70%"/"40%" so the pie scales with the container instead of
being clipped at narrow widths; reserved 40px for the legend.
Visual / clarity:
- interest-detail-header.tsx — Won/Lost rendered as branded text
buttons on desktop ("Mark won", "Close as lost") and icon-only on
mobile via `hidden sm:inline`. Edit/Archive stay icon-only. Reopen
promoted to a labeled button when the interest is closed. Added
"Last contact Xd ago" to the meta row.
- detail-header-strip.tsx — py-4 → py-3 (tighter strip).
- interest-tabs.tsx — milestone cards: the next pending milestone
gets a brand-blue ring + "NEXT" pill so the user can see at a
glance which lifecycle to act on. Its primary action gets the
filled button variant.
- interest-tabs.tsx — Deposit milestone: invoice flow promoted to
primary CTA ("Create deposit invoice"), manual stage advance
demoted to a small text link ("Mark received manually"). Reflects
the actual recommended path now that recordPayment auto-advances
on payment.
- inline-editable-field.tsx — pencil affordance shown faintly
(opacity-20) at rest so users discover that fields are editable
without having to hover-test every label. Lifts to opacity-60 on
hover.
- constants.ts — STAGE_SHORT_LABELS map for cramped contexts;
pipeline-chart.tsx + pipeline-funnel-chart.tsx use them on mobile
via useIsMobile, so the rotated 9-stage axis isn't a wall of
overlap on a 393px screen.
- client-pipeline-summary.tsx — StageStepper rebuilt as a single
segmented progress bar instead of 9 micro-dots + connectors that
rendered inconsistently at tight widths. Each stage is an equal
slice that lights up as the interest reaches it; tooltips on hover
give the full stage name. Also dropped a pre-existing dead `br`
variable.
- dashboard empty states — Lead Source, Revenue Breakdown, Pipeline
Funnel, and Recent Activity now have helpful descriptions explaining
what populates them, instead of bare "No interests in range".
- use-paginated-query.ts — reuses `&` when the endpoint already has
`?`, so callers like the documents hub don't generate
`…?tab=eoi_queue&signatureOnly=true?page=1&limit=25` (which the API
rejected as 400). Caught while testing the now-removed EOI route
but applies broadly.
tsc clean. vitest 832/832 pass. eslint 0 errors (down from 1
pre-existing) on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 01:24:15 +02:00
|
|
|
<p className="text-sm text-muted-foreground">
|
2026-05-04 22:57:01 +02:00
|
|
|
No recent activity yet - your team's actions (interests created, stages changed,
|
fix(ux): batch UX audit fixes across spine pages
Comprehensive audit findings rolled up into one pass.
Bugs:
- dialog.tsx — sm-breakpoint centering classes (sm:left-[50%] /
sm:top-[50%]) were being silently stripped by tailwind-merge because
the base inset-0 + sm:inset-auto pair counted as a conflict. Replaced
with explicit per-side utilities (top-0 right-0 bottom-0 left-0 +
sm:right-auto sm:bottom-auto). Every Dialog instance now centers
correctly on desktop. (Affected 16 dialog consumers.)
- interest-documents-tab.tsx — useQuery shared the queryKey
['interests', interestId] with the parent InterestDetail's query but
returned a different shape ({ data: ... } envelope vs unwrapped).
They clobbered each other's cache on tab mount, degenerating the
parent header to "Unknown Client" / "Open" briefly. Unified the
queryFn shape so the cache stays consistent.
- interest-tabs.tsx — milestone steps now derive done-state from
PIPELINE_STAGES.indexOf(currentStage) >= step.advanceStage_idx as
well as from the date stamp. Stage truth > date truth. Seeded /
imported interests that arrived past `open` without per-step dates
now correctly show their milestone steps as checked.
- interest-detail.tsx — wires useMobileChrome so the mobile topbar
shows the client name instead of the interest UUID.
- interest-documents-tab.tsx — empty state restructured to a centered
"No documents yet — Generate EOI" CTA card instead of a small
primary button floating in the corner.
- timeline/route.ts — synthesizes a "Created at <stage>" event when
no audit-log rows exist for the interest, so the Activity tab
isn't empty for seeded interests.
- lead-source-chart.tsx — pie radii switched from fixed 90px/50px
to "70%"/"40%" so the pie scales with the container instead of
being clipped at narrow widths; reserved 40px for the legend.
Visual / clarity:
- interest-detail-header.tsx — Won/Lost rendered as branded text
buttons on desktop ("Mark won", "Close as lost") and icon-only on
mobile via `hidden sm:inline`. Edit/Archive stay icon-only. Reopen
promoted to a labeled button when the interest is closed. Added
"Last contact Xd ago" to the meta row.
- detail-header-strip.tsx — py-4 → py-3 (tighter strip).
- interest-tabs.tsx — milestone cards: the next pending milestone
gets a brand-blue ring + "NEXT" pill so the user can see at a
glance which lifecycle to act on. Its primary action gets the
filled button variant.
- interest-tabs.tsx — Deposit milestone: invoice flow promoted to
primary CTA ("Create deposit invoice"), manual stage advance
demoted to a small text link ("Mark received manually"). Reflects
the actual recommended path now that recordPayment auto-advances
on payment.
- inline-editable-field.tsx — pencil affordance shown faintly
(opacity-20) at rest so users discover that fields are editable
without having to hover-test every label. Lifts to opacity-60 on
hover.
- constants.ts — STAGE_SHORT_LABELS map for cramped contexts;
pipeline-chart.tsx + pipeline-funnel-chart.tsx use them on mobile
via useIsMobile, so the rotated 9-stage axis isn't a wall of
overlap on a 393px screen.
- client-pipeline-summary.tsx — StageStepper rebuilt as a single
segmented progress bar instead of 9 micro-dots + connectors that
rendered inconsistently at tight widths. Each stage is an equal
slice that lights up as the interest reaches it; tooltips on hover
give the full stage name. Also dropped a pre-existing dead `br`
variable.
- dashboard empty states — Lead Source, Revenue Breakdown, Pipeline
Funnel, and Recent Activity now have helpful descriptions explaining
what populates them, instead of bare "No interests in range".
- use-paginated-query.ts — reuses `&` when the endpoint already has
`?`, so callers like the documents hub don't generate
`…?tab=eoi_queue&signatureOnly=true?page=1&limit=25` (which the API
rejected as 400). Caught while testing the now-removed EOI route
but applies broadly.
tsc clean. vitest 832/832 pass. eslint 0 errors (down from 1
pre-existing) on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 01:24:15 +02:00
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invoices sent) will appear here.
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</p>
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Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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) : (
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<div className="max-h-80 overflow-y-auto space-y-3 pr-1">
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2026-05-12 14:50:58 +02:00
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{items.map((item) => {
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const diffLine = buildDiffLine(item);
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return (
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<div
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key={item.id}
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className="flex items-start gap-3 text-sm border-b border-border pb-3 last:border-0 last:pb-0"
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>
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<ActionBadge action={item.action} />
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<div className="min-w-0 flex-1">
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<p className="truncate text-foreground">
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{item.label ? (
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<>
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<span className="font-medium">{item.label}</span>
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fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish
Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
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{/* M-NEW-2: explicit middle-dot separator. The
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prior `ml-1.5` was getting collapsed under
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`truncate` so the label + type rendered as
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"Test Person 1interest" with no visible
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space between them. */}
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<span className="text-muted-foreground/60 mx-1.5">·</span>
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<span className="text-muted-foreground text-xs capitalize">
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2026-05-12 14:50:58 +02:00
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{item.entityType}
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</span>
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</>
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) : (
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<>
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<span className="font-medium capitalize">{item.entityType}</span>
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{item.entityId && (
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<span className="ml-1 text-muted-foreground font-mono text-xs">
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{item.entityId.slice(0, 8)}
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</span>
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)}
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</>
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)}
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</p>
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{diffLine ? (
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feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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<p className="truncate text-xs text-muted-foreground mt-0.5" title={diffLine}>
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2026-05-12 14:50:58 +02:00
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{diffLine}
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</p>
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) : null}
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<p className="text-[11px] text-muted-foreground/80 mt-0.5">
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{formatDistanceToNow(new Date(item.createdAt), { addSuffix: true })}
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</p>
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</div>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
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|
</div>
|
2026-05-12 14:50:58 +02:00
|
|
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);
|
|
|
|
|
})}
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
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</div>
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)}
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</CardContent>
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</Card>
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);
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}
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export function ActivityFeed() {
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return (
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<WidgetErrorBoundary>
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<ActivityFeedInner />
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</WidgetErrorBoundary>
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);
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}
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