feat(uat-b1): ship Wave A-E of Bucket 1 audit findings

Wave A (Interest+EOI form quick wins):
- Auto-select yacht after inline-create from interest form
- EOI generate dialog: "View EOI" action toast
- Interest form berth picker: formatBerthRange compact label
- Remove "Generate EOI" button from Documents tab (clean removal)
- Interest auto-assign: only sales_agent/sales_manager auto-claim
  ownership on create (explicit role check via user_port_roles join)
- LinkedBerthRowItem dims: drop "D" suffix + "L × W" format
- ExternalEoiUploadDialog: prefillSignatories prop threaded from
  active EOI signers
- EOI signature progress on Overview milestone card footer

Wave B (a11y + i18n sweeps):
- aria-live on supplemental-info error state
- text-[10px] -> text-xs in client-pipeline-summary
- Currency formatter: locale default removed (Intl uses runtime)
- en-US/en-GB hardcoded toLocaleString swept across 13 components

Wave C (Primary berth always in EOI bundle):
- Service guard strengthened on update path
- Migration 0083 backfills historical primary rows

Wave D (Onboarding super_admin discoverability):
- /api/v1/admin/onboarding/status endpoint + shared service
- Topbar OnboardingBanner (super_admin, session-dismissible)
- OnboardingTile dashboard widget (rail group, self-hides at 100%)
- Celebration toast + invalidate of shared status on last tick

Wave E (Branded post-completion email idempotency):
- Verified handleDocumentCompleted already owns the email fan-out
- Added regression test for the polling path + idempotency

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-25 03:40:37 +02:00
parent 41737fa950
commit 14ae41d0fa
40 changed files with 835 additions and 70 deletions

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@@ -30,8 +30,8 @@ function rangeLabel(range: DateRange): string {
year: 'numeric',
timeZone: 'UTC',
};
const from = new Date(`${range.from}T00:00:00.000Z`).toLocaleDateString('en-US', fmt);
const to = new Date(`${range.to}T00:00:00.000Z`).toLocaleDateString('en-US', fmt);
const from = new Date(`${range.from}T00:00:00.000Z`).toLocaleDateString(undefined, fmt);
const to = new Date(`${range.to}T00:00:00.000Z`).toLocaleDateString(undefined, fmt);
return `${from} ${to}`;
}
return PRESET_LABELS[range];

View File

@@ -32,7 +32,7 @@ function formatCustom(range: { from: string; to: string }): string {
const fmt: Intl.DateTimeFormatOptions = sameYear
? { month: 'short', day: 'numeric', timeZone: 'UTC' }
: { month: 'short', day: 'numeric', year: 'numeric', timeZone: 'UTC' };
return `${from.toLocaleDateString('en-US', fmt)} ${to.toLocaleDateString('en-US', fmt)}`;
return `${from.toLocaleDateString(undefined, fmt)} ${to.toLocaleDateString(undefined, fmt)}`;
}
/**

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@@ -0,0 +1,83 @@
'use client';
import Link from 'next/link';
import { useParams } from 'next/navigation';
import { ChevronRight, Sparkles } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { Progress } from '@/components/ui/progress';
import { usePermissions } from '@/hooks/use-permissions';
import { useOnboardingStatus } from '@/hooks/use-onboarding-status';
/**
* Compact dashboard tile that surfaces onboarding progress for super_admins
* while the checklist is incomplete. Collapses (returns null) once setup is
* 100% complete so the dashboard doesn't stay cluttered after the org is
* past the initial onboarding phase. Non-super-admin users never see it.
*/
export function OnboardingTile() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { isSuperAdmin } = usePermissions();
const { data, isLoading } = useOnboardingStatus({ enabled: isSuperAdmin });
if (!isSuperAdmin) return null;
if (isLoading) {
return (
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-sm">
<Sparkles className="size-4 text-brand-600" aria-hidden />
Setup checklist
</CardTitle>
</CardHeader>
<CardContent>
<Progress value={0} className="h-2" />
</CardContent>
</Card>
);
}
if (!data || data.isComplete) return null;
return (
<Card className="border-brand-200 bg-brand-50/30">
<CardHeader className="pb-2">
<CardTitle className="flex items-center gap-2 text-sm">
<Sparkles className="size-4 text-brand-600" aria-hidden />
Setup checklist
</CardTitle>
</CardHeader>
<CardContent className="space-y-3">
<div className="space-y-1">
<Progress value={data.percent} className="h-2" />
<p className="text-xs text-muted-foreground">
{data.completed} of {data.total} steps complete ({data.percent}%)
</p>
</div>
{data.nextStep ? (
<div className="rounded-md border border-dashed border-brand-200 bg-white/60 p-2">
<p className="text-[10px] font-semibold uppercase tracking-wide text-brand-700">
Next step
</p>
<p className="mt-0.5 text-xs text-foreground">{data.nextStep.label}</p>
</div>
) : null}
{portSlug ? (
<Button asChild size="sm" variant="outline" className="w-full">
<Link
href={
(data.nextStep
? `/${portSlug}/admin/${data.nextStep.href}`
: `/${portSlug}/admin/onboarding`) as never
}
>
{data.nextStep ? 'Continue setup' : 'Open checklist'}
<ChevronRight className="ml-1 size-3" aria-hidden />
</Link>
</Button>
) : null}
</CardContent>
</Card>
);
}

View File

@@ -15,6 +15,7 @@ import dynamic from 'next/dynamic';
import { ActiveDealsTile } from './active-deals-tile';
import { ActivityFeed } from './activity-feed';
import { OnboardingTile } from './onboarding-tile';
import { BerthHeatWidget } from './berth-heat-widget';
import { ClientsByCountryWidget } from './clients-by-country-widget';
import { HotDealsCard } from './hot-deals-card';
@@ -105,6 +106,19 @@ export interface DashboardWidget {
}
export const DASHBOARD_WIDGETS: readonly DashboardWidget[] = [
// ── Onboarding (rail, super_admin-only) ─────────────────────────────
// Self-collapses when the checklist hits 100% and self-hides for
// non-super-admin users so most reps never see this tile at all.
{
id: 'onboarding_checklist',
label: 'Setup checklist',
description:
'Progress + next-step nudge while the org is still going through Documenso / branding / users setup. Hidden once 100% complete.',
render: () => <OnboardingTile />,
group: 'rail',
defaultVisible: true,
},
// ── KPI tiles (rail) ────────────────────────────────────────────────
// Off by default - keep the existing dashboard layout unchanged for
// users on first paint after the upgrade; reps can flip them on from