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feat(post-audit): batch A+B quick-wins + audit-side residuals

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Bundles the user-prioritised follow-ups from the post-audit punch-list.

Batch A — pipeline + EOI safety:
 - §1.1 timeline buildAuditDescription renders diff fields ("leadCategory → hot_lead").
 - §4.13 EOI rejection cascade: notification to assigned rep + audit row + rose banner.
 - §4.10b finish doc-detail: SigningProgress reuse, linked-entity names (server-resolved),
   per-event icons + tooltips + show-more in activity panel.
 - §7.2 stage guidance card replaces empty Payments slot pre-reservation.
 - §4.15 deal-pulse trigger audit (docs/deal-pulse-trigger-audit.md).

Batch B — UX consistency + docs:
 - §1.4 quick log-contact button on interest header.
 - §2.1 contact-log compose: Dialog → Sheet.
 - §7.1 docs/deal-pulse explainer page; /docs/ in PUBLIC_PATHS.
 - DocumentStatus now includes 'rejected' + 'declined' across constants, labels, tone maps.

Audit-side residuals:
 - M-NEW-1 /me/ports skips port-context requirement.
 - M-AU03 audit log CSV export endpoint + UI button.
 - M-IN03 dead receipt-scanner.ts deleted; live path already per-port.
 - M-P01 pg_trgm GIN indexes (migration 0071).
 - §10.1 webhook tests verified passing (was stale).

Deferred per user direction:
 - §11.3 email copy refactor (needs old-CRM reference).
 - M-EM03 IMAP bounce-to-interest linking.

Tests: 1374/1374. tsc + lint clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt
2026-05-18 14:22:11 +02:00
parent 4b5f85cb7d
commit 0f99f054b3
21 changed files with 1399 additions and 258 deletions
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27
src/components/admin/audit/audit-log-list.tsx
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@@ -3,7 +3,7 @@
import { useEffect, useState, useCallback, useMemo } from 'react';
import { type ColumnDef } from '@tanstack/react-table';
import { formatDistanceToNow } from 'date-fns';
import { History, Search, X } from 'lucide-react';
import { Download, History, Search, X } from 'lucide-react';
import { toast } from 'sonner';
import { DataTable } from '@/components/shared/data-table';
@@ -548,8 +548,31 @@ export function AuditLogList() {
/>
</div>
{/* M-AU03: CSV export inherits the current filter set. The
endpoint streams up to 10 000 rows; reps wanting deeper
history narrow the filter first. */}
<Button
variant="outline"
size="sm"
className="ml-auto"
onClick={() => {
const url = new URL('/api/v1/admin/audit/export', window.location.origin);
if (debouncedSearch) url.searchParams.set('q', debouncedSearch);
if (entityType !== 'all') url.searchParams.set('entityType', entityType);
if (action !== 'all') url.searchParams.set('action', action);
if (severity !== 'all') url.searchParams.set('severity', severity);
if (source !== 'all') url.searchParams.set('source', source);
if (userId) url.searchParams.set('userId', userId);
if (dateFrom) url.searchParams.set('from', dateFrom);
if (dateTo) url.searchParams.set('to', dateTo);
window.location.href = url.toString();
}}
>
<Download className="mr-1.5 h-3 w-3" aria-hidden />
Export CSV
</Button>
{hasActiveFilter ? (
<Button variant="ghost" size="sm" onClick={clearFilters} className="ml-auto">
<Button variant="ghost" size="sm" onClick={clearFilters}>
<X className="mr-1.5 h-3 w-3" />
Clear
</Button>