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:
2026-05-21 23:21:14 +02:00
parent 65ff5961f2
commit 0ddaf462c7
6 changed files with 377 additions and 9 deletions

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@@ -0,0 +1,36 @@
-- 2026-05-21: interest_field_history table.
--
-- Captures field-level overrides — every time a value on an interest
-- or its linked client changes via a supplemental-info form (or any
-- future channel that explicitly records overrides), a row lands here
-- with the old + new values plus source attribution.
--
-- Why a separate table vs piggybacking on `audit_logs`:
-- - audit_logs is a fire-hose of every CRUD event (~10k rows/day on
-- a busy port). Filtering for a single field's history is slow.
-- - This table holds ONLY explicit overrides — much smaller, easier
-- to surface on the Interest / Client detail "Field history" panel.
-- - The `source` column lets the UI render meaningful provenance
-- ("Submitted via supplemental info form on 2026-05-21").
CREATE TABLE IF NOT EXISTS interest_field_history (
id text PRIMARY KEY DEFAULT gen_random_uuid()::text,
port_id text NOT NULL REFERENCES ports(id),
interest_id text REFERENCES interests(id) ON DELETE CASCADE,
client_id text REFERENCES clients(id) ON DELETE CASCADE,
field_path text NOT NULL,
old_value jsonb,
new_value jsonb NOT NULL,
source text NOT NULL,
submission_id text,
created_at timestamptz NOT NULL DEFAULT now(),
created_by text
);
CREATE INDEX IF NOT EXISTS idx_ifh_interest_created
ON interest_field_history (port_id, interest_id, created_at DESC)
WHERE interest_id IS NOT NULL;
CREATE INDEX IF NOT EXISTS idx_ifh_client_created
ON interest_field_history (port_id, client_id, created_at DESC)
WHERE client_id IS NOT NULL;

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@@ -80,3 +80,8 @@ export * from './reports';
// Relations (must come last - references all tables)
export * from './relations';
export * from './tracked-links';
// Field-level override history (supplemental-info submissions, future
// form-template binding). Renders the "Field history" panel on the
// Interest + Client detail pages.
export * from './interest-field-history';

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@@ -0,0 +1,63 @@
/**
* Field-level override history for interests + their linked clients.
*
* Every time a field on an interest or its linked client is overridden
* via an explicit channel (today: supplemental-info form submission;
* future: form-templates, AI-assisted extraction acceptance), a row
* lands here. Distinct from `audit_logs` — that table tracks every
* CRUD event for compliance; this one tracks only deliberate overrides
* so the Interest + Client "Field history" panels can surface them
* compactly.
*/
import { pgTable, text, jsonb, timestamp, index } from 'drizzle-orm/pg-core';
import { sql } from 'drizzle-orm';
import { ports } from './ports';
import { interests } from './interests';
import { clients } from './clients';
export const interestFieldHistory = pgTable(
'interest_field_history',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id),
interestId: text('interest_id').references(() => interests.id, { onDelete: 'cascade' }),
/** Denormalized for fast lookup on the Client detail "Field history"
* panel — overrides that come in via a supplemental-info form
* carry both interest + client refs. Direct-edit overrides may
* only carry one. */
clientId: text('client_id').references(() => clients.id, { onDelete: 'cascade' }),
/** Dotted path of the field that was overridden. Examples:
* 'client.fullName'
* 'interest.desiredLengthFt'
* 'client.address.streetAddress'
* The Field history panel formats this for display. */
fieldPath: text('field_path').notNull(),
oldValue: jsonb('old_value'),
newValue: jsonb('new_value').notNull(),
/** Provenance: 'supplemental_form' | 'rep_edit' | 'system_inferred' |
* 'ai_extraction' (future). Drives the "Submitted via X" copy. */
source: text('source').notNull(),
/** Optional FK to the form_submissions row that triggered the
* override. Lets the UI link back to the original submission. */
submissionId: text('submission_id'),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
createdBy: text('created_by'),
},
(table) => [
index('idx_ifh_interest_created')
.on(table.portId, table.interestId, table.createdAt)
.where(sql`${table.interestId} IS NOT NULL`),
index('idx_ifh_client_created')
.on(table.portId, table.clientId, table.createdAt)
.where(sql`${table.clientId} IS NOT NULL`),
],
);
export type InterestFieldHistory = typeof interestFieldHistory.$inferSelect;
export type NewInterestFieldHistory = typeof interestFieldHistory.$inferInsert;

View File

@@ -19,6 +19,7 @@ import {
clientAddresses,
yachts,
clientContacts,
interestFieldHistory,
} from '@/lib/db/schema';
import { ConflictError, NotFoundError, ValidationError } from '@/lib/errors';
@@ -297,9 +298,26 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
const client = await tx.query.clients.findFirst({ where: eq(clients.id, row.clientId) });
if (!client) throw new NotFoundError('client');
// Track every field-level override we apply this submission so we
// can write them to interest_field_history below in a single batch.
// The shape is { fieldPath, oldValue, newValue } — submission_id is
// attached after we have a form_submissions row id (if/when that
// surface lands; today supplemental-info doesn't materialise a
// form_submissions row, so submissionId stays null).
const overrides: Array<{
fieldPath: string;
oldValue: unknown;
newValue: unknown;
}> = [];
// Client patch: name lives on clients; address fields live on the
// dedicated client_addresses row. fullName is required so always sent.
if (input.fullName.trim() !== client.fullName) {
overrides.push({
fieldPath: 'client.fullName',
oldValue: client.fullName,
newValue: input.fullName.trim(),
});
await tx
.update(clients)
.set({ fullName: input.fullName.trim() })
@@ -321,10 +339,22 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
});
} else {
const addrPatch: Record<string, unknown> = {};
if (input.address && input.address !== existingAddr.streetAddress)
if (input.address && input.address !== existingAddr.streetAddress) {
addrPatch.streetAddress = input.address;
if (input.country && input.country !== existingAddr.countryIso)
overrides.push({
fieldPath: 'client.address.streetAddress',
oldValue: existingAddr.streetAddress,
newValue: input.address,
});
}
if (input.country && input.country !== existingAddr.countryIso) {
addrPatch.countryIso = input.country;
overrides.push({
fieldPath: 'client.address.countryIso',
oldValue: existingAddr.countryIso,
newValue: input.country,
});
}
if (Object.keys(addrPatch).length > 0) {
await tx
.update(clientAddresses)
@@ -346,7 +376,17 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
value: input.email.trim().toLowerCase(),
isPrimary: true,
});
overrides.push({
fieldPath: 'client.primaryEmail',
oldValue: null,
newValue: input.email.trim().toLowerCase(),
});
} else if (existing.value !== input.email.trim().toLowerCase()) {
overrides.push({
fieldPath: 'client.primaryEmail',
oldValue: existing.value,
newValue: input.email.trim().toLowerCase(),
});
await tx
.update(clientContacts)
.set({ value: input.email.trim().toLowerCase() })
@@ -411,5 +451,25 @@ export async function applySubmission(token: string, input: SubmissionInput): Pr
.update(supplementalFormTokens)
.set({ consumedAt: new Date() })
.where(eq(supplementalFormTokens.id, row.id));
// Write the diff log so the Field history panel on Interest +
// Client detail can surface every override the client made via the
// form. Empty array means nothing actually changed — the client
// confirmed every field as-was — in which case we skip the batch.
if (overrides.length > 0) {
await tx.insert(interestFieldHistory).values(
overrides.map((o) => ({
portId: row.portId,
interestId: row.interestId,
clientId: row.clientId,
fieldPath: o.fieldPath,
oldValue: o.oldValue as unknown,
newValue: o.newValue as unknown,
source: 'supplemental_form' as const,
submissionId: null,
createdBy: null,
})),
);
}
});
}