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:
48
src/lib/db/migrations/0071_pg_trgm_search_indexes.sql
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48
src/lib/db/migrations/0071_pg_trgm_search_indexes.sql
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-- M-P01: pg_trgm GIN indexes on the leading-wildcard ILIKE search
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-- columns used by `buildListQuery` (src/lib/db/query-builder.ts:67).
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--
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-- Without these, every `ILIKE '%term%'` predicate sequential-scans
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-- the entire table. The fix isn't to rewrite the SQL — Postgres will
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-- transparently use a `gin_trgm_ops` index for ILIKE patterns once
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-- one exists on the column.
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--
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-- The pg_trgm extension is a one-time install; CREATE EXTENSION IF NOT
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-- EXISTS is idempotent. Each CREATE INDEX CONCURRENTLY runs outside
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-- a transaction (the db-migrate runner detects CONCURRENTLY and
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-- splits the statement out of the wrapping tx).
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CREATE EXTENSION IF NOT EXISTS pg_trgm;
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--> statement-breakpoint
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-- ─── Clients ──────────────────────────────────────────────────────────────
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CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_clients_full_name_trgm
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ON clients USING gin (full_name gin_trgm_ops);
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--> statement-breakpoint
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-- ─── Yachts ──────────────────────────────────────────────────────────────
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CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_yachts_name_trgm
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ON yachts USING gin (name gin_trgm_ops);
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--> statement-breakpoint
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CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_yachts_builder_trgm
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ON yachts USING gin (builder gin_trgm_ops);
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--> statement-breakpoint
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-- ─── Companies ───────────────────────────────────────────────────────────
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CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_companies_name_trgm
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ON companies USING gin (name gin_trgm_ops);
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--> statement-breakpoint
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-- ─── Berths ──────────────────────────────────────────────────────────────
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CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_berths_mooring_number_trgm
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ON berths USING gin (mooring_number gin_trgm_ops);
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--> statement-breakpoint
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-- ─── Residential clients (parallel client surface) ───────────────────────
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CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_residential_clients_full_name_trgm
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ON residential_clients USING gin (full_name gin_trgm_ops);
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--> statement-breakpoint
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-- ─── Tags (filter-bar autocomplete) ──────────────────────────────────────
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CREATE INDEX CONCURRENTLY IF NOT EXISTS idx_tags_name_trgm
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ON tags USING gin (name gin_trgm_ops);
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