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:
@@ -63,6 +63,10 @@ const PUBLIC_PATHS: string[] = [
|
||||
'/setup',
|
||||
'/api/v1/bootstrap/',
|
||||
'/scan',
|
||||
// §7.1: public sales-playbook docs (deal pulse, etc) so the "Full
|
||||
// guide" link inside the in-app popover is reachable without a
|
||||
// session — and shareable to external collaborators.
|
||||
'/docs/',
|
||||
// M-R01: portal allowlist narrowed from blanket `/portal/` to the
|
||||
// unauthenticated entry-point routes only. Other `/portal/*` paths
|
||||
// now flow through the middleware backstop below which redirects to
|
||||
|
||||
Reference in New Issue
Block a user