docs(audit): refresh 2026-05-25 tally with B4 sweep + B2 Wave F ships
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -13,12 +13,14 @@
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> - `medium` — UX regression, partial functionality, recoverable error
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> - `low` — cosmetic, copy, polish
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> **2026-05-25 status check** — full audit triage + execution pass landed (~12 commits). Shipped in this session:
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> **2026-05-25 status check** — full audit triage + execution pass landed (~18 commits). Shipped in this session:
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>
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> **Bucket 1 (Wave A–E):** Interest form yacht auto-select + EOI dialog "View EOI" toast + berth-picker compact label + Documents-tab Generate-EOI removal + role-scoped interest auto-assign + LinkedBerthRowItem dimension cleanup + ExternalEoiUploadDialog prefill (title + signatories from active EOI) + Overview milestone EOI signature progress widget. a11y aria-live on supplemental info + 13-component date/currency locale sweep (en-US/en-GB → runtime). Primary-berth-always-in-bundle service guard strengthened + backfill migration 0083. Onboarding super_admin discoverability (topbar banner + dashboard tile + celebration toast) wired via `/api/v1/admin/onboarding/status` + shared service. Branded post-completion email idempotency regression test.
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>
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> **Bucket 2 (Wave A–E):** Documents Hub folder rail min-width fix at tablet 768. Website analytics KPI 6→3 cols at lg + 6 at xl. Pipeline Value tile compact `$3.5M` format at sm-. Form-error UX rollout to 5 highest-impact forms (client/interest/yacht/company/berth). TopList empty-state nudge primitive. Sheet width default `sm:max-w-sm → sm:max-w-md + lg:max-w-xl`.
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>
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> **Bucket 2 (Wave F):** Radio field type for admin registry + adopted on `eoi_send_mode` and `documenso_signing_order`. Include-yacht toggle on EOI generate dialog (blanks Section 3 even when a yacht is linked; choice recorded in audit log). External-EOI auto-cancel: replace-or-keep radio shows when a generated EOI is active; replace path voids the upstream Documenso envelope + flips the prior doc to cancelled before the new doc lands.
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>
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> **Bucket 3 design docs:** `docs/reports-page-design.md` (~400 lines, 7-PR plan) + `docs/tenancies-design.md` (~350 lines, 7-PR plan).
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>
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> **Bucket 3 P1 foundations:**
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@@ -26,16 +28,16 @@
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> - Tenancies module-enabled gate (`tenancies_module_enabled` setting, `tenancies-module.service.ts`, 3 admin endpoints under `/api/v1/admin/tenancies-module/`).
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> - Reports schema migration 0084 (extends `report_templates` + adds `report_runs` + `report_schedules` tables) + matching Drizzle schema.
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>
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> **Bucket 4:** Sheet width sweep (Sheet primitive update covers every site).
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> **Bucket 4:** Sheet width sweep (Sheet primitive update covers every site). External-EOI dialog cache collision: dialog was caching `{data:…}` on the same key the parent unwraps, blanking the page on open — fix unwraps to match. External-EOI advance-gate regression test (7 cases). Search popover defensive opaque background. EntityFolderView visual overhaul: shared FileIcon mapping for type-specific colours + inline "Signed" pill from `signedFromDocumentId`.
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>
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> **Deferred / queued for follow-up sessions:**
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>
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> - Reports P2-P7: API CRUD + BullMQ render+email queues + landing + builder + sub-pages + CSV/PNG outputs + metadata overrides (~37 h).
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> - Tenancies P2-P7: rename migration + perms seed + webhook auto-create + public-map flip rules + sidebar entry + top-level page + entity tab CTAs + 4 reporting widgets (~36 h).
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> - B2 Wave F-G: External-EOI auto-cancel + Documenso redirect URL + EOI "Include yacht" toggle + Cancel doc delete-vs-keep + dock-letters entity + UploadForSigningDialog field metadata (full bundle) + sendMode radio + email-test endpoints + Yacht Ownership History hide.
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> - B2 Wave G remainder: Documenso redirect URL resolver UI surfacing + dock-letters entity + UploadForSigningDialog field metadata (full bundle) + email-test endpoints + Cancel doc delete-vs-keep is already shipped (cancelMode plumbed through; verify dialog adoption is broad enough).
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> - B2 form-error sweep: remaining ~23 form surfaces.
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> - B3 Wave: interest dimensions dual-source, universal file preview Tier 1+2, bulk-price editing UI, web analytics integration, universal upload-with-fields remaining UI sites, 5 remaining PDF resolvers, recharts→ECharts migration.
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> - B4 bugs: EntityFolderView per-row interest badge, External EOI legacy-stage backfill, Global-search dropdown translucent (Playwright repro), Upload-signed-copy blank body (full repro + root-cause).
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> - B4 bugs: Global-search dropdown translucent still wants live-browser repro to confirm the defensive fix actually addressed the cause.
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---
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