feat(post-audit): batch A+B quick-wins + audit-side residuals
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:
@@ -23,14 +23,19 @@ import { toast } from 'sonner';
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import { Badge } from '@/components/ui/badge';
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import { Button } from '@/components/ui/button';
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// §2.1: contact-log compose surface migrated from Dialog to Sheet so it
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// matches the side-panel doctrine used by every other compose surface in
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// the app (ClientForm, InterestForm, YachtForm, EOI Generate). The
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// dialog name `ComposeDialog` is kept for git-blame continuity but the
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// component now renders <Sheet side="right">.
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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Sheet,
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SheetContent,
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SheetDescription,
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SheetFooter,
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SheetHeader,
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SheetTitle,
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} from '@/components/ui/sheet';
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import {
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DropdownMenu,
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DropdownMenuContent,
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@@ -298,9 +303,13 @@ function EmptyState({ onAdd }: { onAdd: () => void }) {
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);
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}
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// ─── Compose / edit dialog ───────────────────────────────────────────────────
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// ─── Compose / edit sheet ───────────────────────────────────────────────────
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function ComposeDialog(props: {
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// Exported for §1.4 — interest-detail-header.tsx mounts this sheet
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// directly via a "Log contact" quick-action button (sibling to the
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// Email / Call / WhatsApp pills) so the rep doesn't have to navigate
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// to the Contact log tab first.
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export function ComposeDialog(props: {
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interestId: string;
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existing?: ContactLogEntry;
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open: boolean;
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@@ -416,15 +425,15 @@ function ComposeDialogBody({
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});
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle>{isEdit ? 'Edit contact log entry' : 'Log a contact'}</DialogTitle>
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<DialogDescription>
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<Sheet open={open} onOpenChange={onOpenChange}>
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<SheetContent side="right" className="w-3/4 sm:max-w-md overflow-y-auto">
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<SheetHeader>
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<SheetTitle>{isEdit ? 'Edit contact log entry' : 'Log a contact'}</SheetTitle>
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<SheetDescription>
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Record the channel, the direction, and what was discussed. Optionally schedule a
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follow-up — a reminder will be created automatically.
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</DialogDescription>
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</DialogHeader>
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</SheetDescription>
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</SheetHeader>
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<div className="space-y-3 py-1">
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{/* Quick-template buttons. Tap one to seed the channel + direction
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@@ -594,7 +603,7 @@ function ComposeDialogBody({
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</div>
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</div>
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<DialogFooter>
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<SheetFooter>
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<Button
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variant="outline"
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onClick={() => onOpenChange(false)}
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@@ -608,9 +617,9 @@ function ComposeDialogBody({
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>
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{mutation.isPending ? 'Saving…' : isEdit ? 'Save changes' : 'Log contact'}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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</SheetFooter>
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</SheetContent>
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</Sheet>
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);
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}
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