feat(uat-batch): Group M — universal preview + field-history foundation
M42, M43 from the 2026-05-21 plan.
Shipped:
M42 FilePreviewDialog now handles seven preview kinds via a single
previewKindFor() router (mime + filename fallback). Image and
PDF stay on the existing lightbox + pdf viewer; plain text
(.txt / .md / .csv / .tsv / .json / .xml / .log / .yaml / .ini
/ .html — text/* and application/json and friends) renders via
a new <TextPreview> that fetches via the presigned URL and
caps the body at 1 MB with a "showing first 1 MB" banner.
Audio / video render through native HTML5 <audio> / <video>
elements with preload="metadata". Office documents (.docx /
.xlsx / .pptx / .odt / .ods / .odp + the official mime variants)
embed via Microsoft's hosted Office viewer (view.officeapps
.live.com/op/embed.aspx) — presigned download URLs carry the
token so the embed works without making the file world-public.
Unknown mime types render a friendly "preview not supported"
block with a Download CTA instead of an empty pane.
M43 Field-level override history foundation. Migration 0081 adds
`interest_field_history` (id, port_id, interest_id?, client_id?,
field_path, old_value, new_value, source, submission_id?,
created_at, created_by) with port-scoped indexes on
(interest_id, created_at desc) and (client_id, created_at desc).
Drizzle schema + index exports added. supplemental-forms
applySubmission now collects an `overrides` array as it diffs
each field against the current entity state and writes them all
in one batch insert at the end of the transaction, so the
rep-facing Field history panel can surface every override the
client made via the form. New
`GET /api/v1/interests/[id]/field-history` endpoint returns
the rows newest-first (100-cap). Source on supplemental-info
submissions is hardcoded to 'supplemental_form'; future
channels (form-templates, AI extraction) drop new source
values into the same table.
The full form-template editor UI (Field-history panels on
Interest + Client detail, autofill from the bound entity on
the public form, drag-bind builder in /admin/forms) is queued
as the next-layer follow-up; the data model + audit trail
this commit ships are the necessary foundation for it.
Verified: tsc clean, vitest 1454/1454, migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
36
src/lib/db/migrations/0081_interest_field_history.sql
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36
src/lib/db/migrations/0081_interest_field_history.sql
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@@ -0,0 +1,36 @@
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-- 2026-05-21: interest_field_history table.
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--
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-- Captures field-level overrides — every time a value on an interest
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-- or its linked client changes via a supplemental-info form (or any
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-- future channel that explicitly records overrides), a row lands here
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-- with the old + new values plus source attribution.
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--
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-- Why a separate table vs piggybacking on `audit_logs`:
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-- - audit_logs is a fire-hose of every CRUD event (~10k rows/day on
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-- a busy port). Filtering for a single field's history is slow.
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-- - This table holds ONLY explicit overrides — much smaller, easier
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-- to surface on the Interest / Client detail "Field history" panel.
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-- - The `source` column lets the UI render meaningful provenance
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-- ("Submitted via supplemental info form on 2026-05-21").
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CREATE TABLE IF NOT EXISTS interest_field_history (
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id text PRIMARY KEY DEFAULT gen_random_uuid()::text,
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port_id text NOT NULL REFERENCES ports(id),
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interest_id text REFERENCES interests(id) ON DELETE CASCADE,
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client_id text REFERENCES clients(id) ON DELETE CASCADE,
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field_path text NOT NULL,
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old_value jsonb,
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new_value jsonb NOT NULL,
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source text NOT NULL,
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submission_id text,
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created_at timestamptz NOT NULL DEFAULT now(),
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created_by text
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);
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CREATE INDEX IF NOT EXISTS idx_ifh_interest_created
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ON interest_field_history (port_id, interest_id, created_at DESC)
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WHERE interest_id IS NOT NULL;
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CREATE INDEX IF NOT EXISTS idx_ifh_client_created
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ON interest_field_history (port_id, client_id, created_at DESC)
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WHERE client_id IS NOT NULL;
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@@ -80,3 +80,8 @@ export * from './reports';
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// Relations (must come last - references all tables)
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export * from './relations';
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export * from './tracked-links';
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// Field-level override history (supplemental-info submissions, future
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// form-template binding). Renders the "Field history" panel on the
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// Interest + Client detail pages.
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export * from './interest-field-history';
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63
src/lib/db/schema/interest-field-history.ts
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63
src/lib/db/schema/interest-field-history.ts
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@@ -0,0 +1,63 @@
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/**
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* Field-level override history for interests + their linked clients.
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*
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* Every time a field on an interest or its linked client is overridden
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* via an explicit channel (today: supplemental-info form submission;
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* future: form-templates, AI-assisted extraction acceptance), a row
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* lands here. Distinct from `audit_logs` — that table tracks every
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* CRUD event for compliance; this one tracks only deliberate overrides
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* so the Interest + Client "Field history" panels can surface them
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* compactly.
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*/
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import { pgTable, text, jsonb, timestamp, index } from 'drizzle-orm/pg-core';
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import { sql } from 'drizzle-orm';
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import { ports } from './ports';
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import { interests } from './interests';
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import { clients } from './clients';
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export const interestFieldHistory = pgTable(
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'interest_field_history',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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portId: text('port_id')
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.notNull()
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.references(() => ports.id),
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interestId: text('interest_id').references(() => interests.id, { onDelete: 'cascade' }),
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/** Denormalized for fast lookup on the Client detail "Field history"
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* panel — overrides that come in via a supplemental-info form
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* carry both interest + client refs. Direct-edit overrides may
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* only carry one. */
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clientId: text('client_id').references(() => clients.id, { onDelete: 'cascade' }),
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/** Dotted path of the field that was overridden. Examples:
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* 'client.fullName'
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* 'interest.desiredLengthFt'
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* 'client.address.streetAddress'
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* The Field history panel formats this for display. */
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fieldPath: text('field_path').notNull(),
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oldValue: jsonb('old_value'),
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newValue: jsonb('new_value').notNull(),
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/** Provenance: 'supplemental_form' | 'rep_edit' | 'system_inferred' |
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* 'ai_extraction' (future). Drives the "Submitted via X" copy. */
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source: text('source').notNull(),
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/** Optional FK to the form_submissions row that triggered the
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* override. Lets the UI link back to the original submission. */
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submissionId: text('submission_id'),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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createdBy: text('created_by'),
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},
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(table) => [
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index('idx_ifh_interest_created')
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.on(table.portId, table.interestId, table.createdAt)
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.where(sql`${table.interestId} IS NOT NULL`),
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index('idx_ifh_client_created')
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.on(table.portId, table.clientId, table.createdAt)
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.where(sql`${table.clientId} IS NOT NULL`),
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],
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);
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export type InterestFieldHistory = typeof interestFieldHistory.$inferSelect;
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export type NewInterestFieldHistory = typeof interestFieldHistory.$inferInsert;
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@@ -19,6 +19,7 @@ import {
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clientAddresses,
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yachts,
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clientContacts,
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interestFieldHistory,
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} from '@/lib/db/schema';
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import { ConflictError, NotFoundError, ValidationError } from '@/lib/errors';
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@@ -297,9 +298,26 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
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const client = await tx.query.clients.findFirst({ where: eq(clients.id, row.clientId) });
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if (!client) throw new NotFoundError('client');
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// Track every field-level override we apply this submission so we
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// can write them to interest_field_history below in a single batch.
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// The shape is { fieldPath, oldValue, newValue } — submission_id is
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// attached after we have a form_submissions row id (if/when that
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// surface lands; today supplemental-info doesn't materialise a
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// form_submissions row, so submissionId stays null).
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const overrides: Array<{
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fieldPath: string;
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oldValue: unknown;
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newValue: unknown;
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}> = [];
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// Client patch: name lives on clients; address fields live on the
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// dedicated client_addresses row. fullName is required so always sent.
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if (input.fullName.trim() !== client.fullName) {
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overrides.push({
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fieldPath: 'client.fullName',
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oldValue: client.fullName,
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newValue: input.fullName.trim(),
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});
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await tx
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.update(clients)
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.set({ fullName: input.fullName.trim() })
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@@ -321,10 +339,22 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
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});
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} else {
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const addrPatch: Record<string, unknown> = {};
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if (input.address && input.address !== existingAddr.streetAddress)
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if (input.address && input.address !== existingAddr.streetAddress) {
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addrPatch.streetAddress = input.address;
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if (input.country && input.country !== existingAddr.countryIso)
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overrides.push({
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fieldPath: 'client.address.streetAddress',
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oldValue: existingAddr.streetAddress,
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newValue: input.address,
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});
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}
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if (input.country && input.country !== existingAddr.countryIso) {
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addrPatch.countryIso = input.country;
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overrides.push({
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fieldPath: 'client.address.countryIso',
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oldValue: existingAddr.countryIso,
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newValue: input.country,
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});
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}
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if (Object.keys(addrPatch).length > 0) {
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await tx
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.update(clientAddresses)
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@@ -346,7 +376,17 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
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value: input.email.trim().toLowerCase(),
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isPrimary: true,
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});
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overrides.push({
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fieldPath: 'client.primaryEmail',
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oldValue: null,
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newValue: input.email.trim().toLowerCase(),
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});
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} else if (existing.value !== input.email.trim().toLowerCase()) {
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overrides.push({
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fieldPath: 'client.primaryEmail',
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oldValue: existing.value,
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newValue: input.email.trim().toLowerCase(),
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});
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await tx
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.update(clientContacts)
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.set({ value: input.email.trim().toLowerCase() })
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@@ -411,5 +451,25 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
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.update(supplementalFormTokens)
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.set({ consumedAt: new Date() })
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.where(eq(supplementalFormTokens.id, row.id));
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// Write the diff log so the Field history panel on Interest +
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// Client detail can surface every override the client made via the
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// form. Empty array means nothing actually changed — the client
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// confirmed every field as-was — in which case we skip the batch.
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if (overrides.length > 0) {
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await tx.insert(interestFieldHistory).values(
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overrides.map((o) => ({
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portId: row.portId,
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interestId: row.interestId,
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clientId: row.clientId,
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fieldPath: o.fieldPath,
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oldValue: o.oldValue as unknown,
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newValue: o.newValue as unknown,
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source: 'supplemental_form' as const,
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submissionId: null,
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createdBy: null,
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})),
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);
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}
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});
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}
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