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fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc

Browse Source 
UAT findings landed across the last few Playwright + React Grab passes;
single grouped commit so the index doesn't fragment into 30 one-liners.

User & auth:
- `user-settings`: name now updates the avatar + topbar menu after save
  (was reading stale session).
- `me/password-reset`: 3 bugs (token validation, error response shape,
  redirect chain).
- Admin user permission-overrides route honours the same envelope as
  the rest of the admin surface.

Dashboard:
- Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card`
  (replaced by the customisable widget grid).
- Strip `revenue_breakdown` from analytics route + use-analytics +
  service + integration test so nothing renders an empty card.
- Activity log timeline overshoot fix (`interest-timeline` +
  `entity-activity-feed`).
- Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile.
- `dev-mode-banner`: derive dismissed state synchronously instead of
  via an effect (set-state-in-effect lint rule).

Forms & lists (assorted polish):
- client / company / yacht / interest / reminder forms — validation +
  empty-state copy + tab transitions.
- companies/yachts list tweaks; berth recommender panel; qualification
  checklist; supplemental info request button.

Infra & misc:
- Queue workers (ai / email / notifications) — log shape +
  per-job timeout consistency.
- Auth / brochures / users schema small adjustments; seeds reflect
  permissions matrix changes.
- Scan shell + scanner manifest + AI admin page small fixes.
- `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react`
  (recommended config from echarts-for-react inside Next).

Docs:
- `docs/superpowers/audits/alpha-uat-master.md` — single rolling
  cross-cutting UAT findings doc (per CLAUDE.md convention).
- `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log
  normalization (§J).
- 2026-05-18 audit log updated with this batch.
- `CLAUDE.md` — small manual UAT scaffold notes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt
2026-05-20 15:56:11 +02:00
parent 8c669e2918
commit 449b9497ab
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# Full Codebase Audit — 2026-05-18
> **Companion doc:** [Alpha UAT Master](./alpha-uat-master.md) — the multi-day cross-cutting Playwright/React-Grab walkthrough doc, findings cross-referenced here as `→ confirmed in manual #N`.
>
> **Methodology:** Parallel sonnet[1m] audit team (16 narrow-scope agents), each assigned a specific subsystem with no overlap. Every finding includes file:line evidence; severity is `critical | high | medium | low | info`. Findings here are raw — triage + prioritization at the bottom.
>
> **Scope:** entire `src/` tree at commit `b3f8756` (post-audit-cleanup). Excludes `docs/`, `tests/` (covered by F3), build/Docker config, and node_modules.

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# Alpha UAT Master — Multi-Day Findings
> **Status:** living doc — _started 2026-05-18, evolving across many sessions_. Single source of truth for everything the manual Playwright + React-Grab UAT pass surfaces, regardless of which day it landed on.
>
> **Companion to:** [2026-05-18 Full Codebase Audit](./2026-05-18-full-codebase-audit.md)
>
> **Methodology:** Live Playwright + React Grab walkthrough of the running CRM (default viewport). Findings dropped into chat are appended here in the matching bucket with file:line evidence where available. Cross-references annotated as `see Audit X#N` (and back-referenced in the audit doc as `→ confirmed in manual #N`).
>
> **Severity legend (for bugs):**
>
> - `critical` — data loss, security breach, multi-tenant leak, or hard block on a core flow
> - `high` — broken golden path, visible-to-customer regression, or silent prod no-op
> - `medium` — UX regression, partial functionality, recoverable error
> - `low` — cosmetic, copy, polish
---
## Bucket 1 — Quick fixes (<15 min)
_Copy tweaks, alignment, single-prop edits, obvious typos._
<!-- Append findings as: `1. **Title** — _path:line_ — description. (see Audit X#N if applicable)` -->
> **Outstanding quick-fixes (rapid UAT capture — not yet shipped):**
>
> - **Rename "Mark in EOI bundle" + add tooltip** — _src/components/interests/linked-berths-list.tsx (or wherever the toggle lives)_ — the toggle controls `interest_berths.is_in_eoi_bundle` (per CLAUDE.md), which decides _which_ of the deal's berths the signed EOI document actually commits to. Today the rep sees a label they can't decode. Rename to something like "Include in EOI" + add an info-tooltip popover explaining "Berths flagged here are covered by the EOI signature. A deal can flag a subset (e.g. 2 of 3 linked berths)." ~10 min.
> - **Lower supplemental-info-request link TTL to ~2 weeks** — _src/lib/services/_ (token model) — link currently expires ~1 month out (`Wed, 17 Jun 2026` shown for an email sent May 18 = ~30 days). User wants ~14 days. Single constant change. ~5 min.
> - **Admin Documenso settings: surface env-fallback state** — _src/app/(dashboard)/[portSlug]/admin/_ (Documenso settings page) — `getPortDocumensoConfig` already does the right thing (`adminValue ?? env.DOCUMENSO_API_KEY ?? ''`), but the admin UI doesn't show which fields are filled by the admin entry vs. silently falling back to env. Caused an in-session diagnosis loop where the operator had entered creds on Port Amador but was generating EOIs on Port Nimara — Port Nimara's admin row was empty, so it fell back to a stale env key and threw 401. Recommend a small "Using fallback from env" / "Per-port override active" pill next to each Documenso settings field so the operator can see at a glance which scope is in effect. ~30 min.
> - **InterestDocumentsTab label clarity** — _src/components/interests/interest-documents-tab.tsx_ — the tab has two sections: "Legal documents" (Documenso envelopes — EOI / Reservation / Contract, signature-driven) and "Attachments" (general file uploads). "Legal documents" is misleading — the section is scoped to _signature envelopes_, not any legal doc. A rep uploading externally-signed PDFs (lawyer-prepared addenda, etc.) currently goes into Attachments — fine, but the label gap suggests reps expect "Legal documents" to accept external uploads too. Two paths: (a) rename "Legal documents" → "Signature documents" (or "Contracts & EOI") to scope it correctly, OR (b) allow external uploads into that section (more disruptive — needs file-classification metadata). ~15 min for rename + tooltip; ~2 h for upload route.
> - **Berth recommender: drop the "Tier X" prefix, keep plain-English label + add tooltip** — _src/components/interests/berth-recommender-panel.tsx:181_ (the pill render) and _:94-99_ (`TIER_LABELS` map) — the pill currently renders `Tier A · Open` / `Tier B · Fall-through` / `Tier C · Active interest` / `Tier D · Late stage`. The four tier letters are internal taxonomy from `berth-recommender.service.ts` (A = never had interest, B = past fall-through, C = active interest, D = active in late stage); reps don't speak in tier letters and the suffix label already carries the meaning. Fix: (1) drop the `Tier {rec.tier} · ` prefix in the rendered pill — show just `tier.label` (e.g. "Open" / "Fall-through" / "Active interest" / "Late stage") so the chip is self-explanatory. (2) Wrap the pill in a `Popover` (click) or `Tooltip` (hover) that explains the four-state ladder in plain English: "Recommender state — **Open**: never had interest. **Fall-through**: prior interest didn't close (warm). **Active interest**: another deal is in play. **Late stage**: another deal is near-sold." (3) Optional: a small `?` icon next to the chip so the tooltip is discoverable without hovering. The internal `Tier` type stays as-is in the service (it has semantic value in the SQL ladder + admin settings); only the UI label changes. ~15 min. Captured 2026-05-18 from UAT.
> - **ChartCard: center the chart vertically when grid row is taller than the chart** — _src/components/dashboard/chart-card.tsx_ — every chart widget (`pipeline-funnel`, `occupancy-timeline`, `lead-source`, `berth-status`, `source-conversion`, …) wraps a fixed-height `ResponsiveContainer` (240-280px) inside `ChartCard`. The Card is `h-full` (stretches to its grid-row height) but the inner content keeps its 240-280px and pins to the top — when a neighbour card in the same row is taller (e.g. Pipeline Value with its full per-stage breakdown), the chart card has visible empty space below the chart. Fix: convert `ChartCard` to a flex-column (`<Card className="h-full flex flex-col">`); `CardHeader` keeps natural height; `CardContent` gets `flex-1 flex items-center` so the chart's wrapping div sits vertically centered in the remaining space. ResponsiveContainer stays at its declared fixed height. Affects all chart widgets via one wrapper change — no per-chart edits. ~10 min. Captured 2026-05-18 from UAT.
> - **Activity feed: "See all" link to the full audit log** — _src/components/dashboard/activity-feed.tsx_ (ActivityFeedInner, around line 175) — the card lists the most recent audit events but has no jump-off to the full audit-log page. Add a "See all" link in the card header (or as a trailing row underneath the list). Confirm the target route (likely `/{portSlug}/admin/audit-log`) and permission-gate the link by the same `audit_log.view` perm the admin sidebar uses, so non-admin reps see the card but not the link. ~10 min.
1. **Dev-mode banner dismissible** — _src/components/shared/dev-mode-banner.tsx:23_ — added X close button + localStorage persistence keyed by redirect address. Fixed in this session.
2. **KPI tile top padding collapsing at ≥640px** — _src/components/dashboard/{pipeline-value,active-deals}-tile.tsx_ — shadcn `CardContent` default `sm:pt-0` (assumes a `CardHeader` above) was overriding the tile's `pt-5`. Added `sm:pt-5 sm:pb-5`. Fixed in this session.
3. **Client create form: Source defaults to "Manual"** — _src/components/clients/client-form.tsx_ — Source select rendered with no default in create mode, so reps had to remember to pick "Manual" every time. Now defaults to `'manual'` unless `prefill.source` is set (inquiry-inbox flow overrides to `'website'`). Fixed in this session.
4. **Client create form: primary address fields** — _src/components/clients/client-form.tsx_ — drawer previously had no address inputs, so reps had to create the client then click into the Addresses tab. Added a collapsible "Primary Address" section (street, city, postal, country, region/state) shown only in create mode; on submit, after the client POST returns the new id the form chains a `POST /api/v1/clients/{id}/addresses` with `isPrimary: true`. Address errors don't unwind the client create — a toast directs the rep to the Addresses tab. Edit mode keeps using the AddressesEditor in the detail tab. Fixed in this session.
5. **SupplementalInfoRequestButton card top padding** — _src/components/interests/supplemental-info-request-button.tsx_ — same shadcn `sm:pt-0` default-overriding bug as the KPI tiles. Replaced `p-4` with `p-4 pt-4 sm:p-6 sm:pt-6` so the header has symmetric padding on both base and `sm:` breakpoints. Fixed in this session.
6. **Qualification checklist shows evidence behind auto-ticks** — _src/lib/services/qualification.service.ts_, _src/components/interests/qualification-checklist.tsx_ — the "Dimensions confirmed" row was auto-ticking based on `desiredLengthFt/widthFt/draftFt` (or a linked yacht's dims) but never showed the rep WHAT data drove the tick, so it felt mysterious. Added an `evidence: string` field to the qualification API row + a new `computeEvidence()` helper mirroring `computeAutoSatisfied()`; UI renders `"Yacht: L × W × D ft"` or `"Desired: L × W × D ft"` in emerald under the row description when auto-satisfied. Closes the "why is this checked?" UAT finding. Fixed in this session.
7. **Recommendations tab renamed to "Berth Recommendations"** — _src/components/interests/interest-tabs.tsx_ — "Recommendations" was ambiguous once a berth was already linked (am I looking for replacements? more for the bundle?). "Berth Recommendations" reads the same regardless of state — no conditional rename needed. Fixed in this session.
8. **Berth requirements editable on Interest Overview** — _src/components/interests/interest-tabs.tsx_ — added a new "Berth requirements" section to the OverviewTab grid showing desired length / width / draft as inline-editable rows (text variant of `InlineEditableField`); expanded `InterestPatchField` to include the three dim keys. Reps can now capture / correct dims without leaving Overview, and the qualification checklist's evidence string updates in lockstep. Fixed in this session.
9. **Reminder form: preset date chips** — _src/components/reminders/reminder-form.tsx_ — Due Date input was a bare `<input type="datetime-local">`; reps had to manually pick a date/time for the 80% common cases. Added a row of quick-pick chips above the input (`In 1 hour`, `In 4 hours`, `Tomorrow`, `In 3 days`, `Next week`, `In 2 weeks`) — same idiom as the existing `snooze-dialog.tsx` presets. Day-based presets honour the user's `digestTimeOfDay` preference for hour-of-day. Fixed in this session.
10. **Consolidate "Next step" guidance into milestone card** — _src/components/interests/interest-tabs.tsx_, _src/components/interests/stage-guidance-card.tsx_ — the separate `StageGuidanceCard` and the active `MilestoneSection` had overlapping intent (both said "do X next") and the guidance card's action buttons were silently never rendered (callbacks were never wired). Removed the StageGuidanceCard mount from OverviewTab; made the milestone card's existing `Next` pill more prominent — brand-600 background, white text, "NEXT STEP" copy with a leading dot. The milestone card already owns the workflow actions (Generate EOI, etc.), so the consolidation eliminates the dual surface. Nurturing keeps a slim inline helper ("Deal is on nurture — schedule a follow-up reminder or log a contact…") since no milestone is naturally "current" while a deal is paused. `stage-guidance-card.tsx` left in the tree for potential future use but no longer mounted. Fixed in this session.
11. **Interest create form: Source defaults to 'manual'** — _src/components/interests/interest-form.tsx_ — same gap as the client form (#3). Added `source: 'manual'` to the form's RHF `defaultValues` so the Select renders with "Manual" selected on create. Inquiry / website conversion flows can later override via prefill when that path lands. Fixed in this session.
12. **Qualification checklist: highlight open items** — _src/components/interests/qualification-checklist.tsx_ — confirmed and unconfirmed rows rendered with near-identical styling, making it hard for reps to scan what's outstanding. Confirmed rows now sit in muted-foreground (still readable but de-emphasized); unconfirmed rows get a subtle amber left-border accent + `bg-warning-bg/40` tint so the rep's eye jumps to what still needs attention. Auto-satisfied rows follow confirmed styling (functionally complete). Fixed in this session.
13. **BerthRecommenderPanel: collapsible on Overview when a berth is linked** — _src/components/interests/berth-recommender-panel.tsx_, _src/components/interests/interest-tabs.tsx_ — added a `linkedBerthCount` prop; when ≥ 1 the panel mounts collapsed (header-only with a "Show recommendations" toggle button), so the LinkedBerthsList card dominates the rep's attention once a berth is picked. Network call is gated on `!collapsed && hasDimensions` so the recommender doesn't fetch options the rep won't see. The dedicated Recommendations tab keeps `linkedBerthCount` unset → always expanded (the rep navigated there explicitly). Fixed in this session.
14. **Pipeline Value tile moved from rail → chart grid** — _src/components/dashboard/widget-registry.tsx:130_ — the tile shipped in the narrow rail column but its per-stage breakdown + headline numbers + info popover needed more horizontal room to read, and the rail's reserved for reminders/alerts/glance tiles. Changed `group: 'rail'` → `'chart'` so it sits alongside the funnel/timeline/lead-source tiles. Fixed in this session.
15. **Umami v3.x integration fixed end-to-end** — _src/lib/services/umami.service.ts_, _src/app/api/v1/website-analytics/route.ts_, _src/components/website-analytics/use-website-analytics.ts_, _src/components/website-analytics/website-analytics-shell.tsx_, _src/components/website-analytics/pageviews-chart.tsx_, _src/components/dashboard/website-glance-tile.tsx_, _src/components/dashboard/widget-registry.tsx_, _src/components/ui/kpi-tile.tsx_ — entire Umami integration was built against the v1 nested response shape; v2 + v3 use a flat shape with a sibling `comparison` block. Every consumer was reading `.pageviews.value` → undefined → falling back to `0`. Probed the live instance with the configured port creds and verified the real shape, then rewrote types + readers + the dashboard tile end-to-end:
- **`UmamiStats` type** flipped from nested `{pageviews: {value, prev}, ...}` to flat `{pageviews: number, ..., comparison?: {pageviews: number, ...}}` matching Umami v3.1.0.
- **`UmamiMetricType` enum** dropped `'url'` (returns 400 on v3) and added `'path'`; route accepts `top-url` as a back-compat alias mapping to `path` server-side.
- **`UmamiPageviewsSeries.sessions`** marked optional — Umami v3 only returns it when the request includes a `compare` directive (we don't).
- **`WebsiteGlanceTile`** now accepts a `range` prop (was hardcoded `'today'`); widget registry passes the dashboard range through. Distinguishes error from no-data — renders "Umami unavailable" with warning icon and tooltip instead of silently showing `0` when the upstream call fails.
- **`KPITile`** delta chip now includes a `TrendingUp`/`TrendingDown`/`Minus` lucide icon so the direction is visible at a glance alongside the colour.
- **Top countries** column maps ISO codes → full country names via `getCountryName()` (was rendering raw `GP`, etc.).
- **Top pages** column maps `/` → "Homepage" inline for the root-site row.
- Service docstring updated to cite the verified v3 endpoint behaviour + the flat-shape rationale so the next reader doesn't repeat the v1-nested mistake.
- `tsc --noEmit` clean. Verified live: dashboard tile + website-analytics page both render 2,081 pageviews / 726 visitors / 872 visits / 457 bounces over 30d (the real numbers from analytics.portnimara.com). Fixed in this session.
16. **Revenue Breakdown widget removed end-to-end** — _src/components/dashboard/{revenue-breakdown-chart.tsx (deleted), widget-registry.tsx, use-analytics.ts}_, _src/app/api/v1/analytics/route.ts_, _src/lib/services/analytics.service.ts_, _tests/integration/analytics-service.test.ts_ — the "Revenue Breakdown" tile (bar chart of invoice totals by status × currency) wasn't aligned with how the org uses invoicing (no client-facing invoicing through the system — only employee expense-sheet PDFs for trip reimbursement) and was redundant once the Pipeline Value tile shipped with a weighted forecast + per-stage breakdown. Removed: widget file, dynamic import, registry entry, `useRevenue` hook, `RevenueBreakdownData` type, `MetricBase` union member, `ALL_METRICS` entry, `SnapshotData` union member, `getRevenueBreakdown` + `computeRevenueBreakdown` service functions, `refreshSnapshotsForPort` revenue branch, route dictionary entry, integration test. `RevenueReportPdf` (separate code path for the reports module) intentionally kept. `tsc --noEmit` clean. Fixed in this session.
---
## Bucket 2 — Medium (15 min – 2 h)
_Component refactors, multi-file edits, single-service tweaks, new validators._
> **[Umami] Follow-ups parked at end of 2026-05-19 build session:**
>
> - **[Umami] Empty-state nudges on quiet ranges** — _src/components/website-analytics/{top-list.tsx, sessions-list.tsx, weekly-heatmap.tsx, visitor-world-map.tsx}_ — every card currently renders a flat "No data in this range" string when Umami returns nothing. Replace with a guided message that nudges the operator to expand the range — e.g. "No data in the last 7 days. Try 30d or 90d." plus a one-click button that flips the active `DateRange`. The hook stack already accepts a range setter via the URL search params, so this is purely component-level copy + a Button. ~45 min across the 4 cards. Captured 2026-05-19.
> - **[Umami] Apple Mail privacy disclaimer copy** — _src/app/(dashboard)/[portSlug]/admin/website-analytics/page.tsx_ — the "Track email opens" toggle helper text mentions Apple Mail pre-fetch in passing. Promote it to a bullet list under the field so admins can't miss it (Apple Mail Privacy = over-count; image-blocking clients = under-count; pixel won't fire when EMAIL_REDIRECT_TO is set). ~15 min. Captured 2026-05-19.
> - **[Umami] Open-rate column on the document_sends list** — _src/components/documents/_ (find the list that renders document*sends rows; might be inside the interest detail Documents tab or in a dedicated sends-list surface), \_src/lib/services/document-sends.service.ts (listSends extension)* — Phase 4b shipped the data (`open_count` + `first_opened_at` on `document_sends`); the list UI doesn't surface it. Add an "Opened" column showing either a check + relative-time ("Opened · 2h ago · 3 opens") or an em-dash. Sort affordance optional. ~1-2 h depending on how many list surfaces exist. Captured 2026-05-19.
> - **[Umami] Verify pixel + tracked-link end-to-end with a real send** — _manual_ — flip the admin toggle on (`email_open_tracking_enabled = true` for port-nimara), send a real sales email to your own address, open it in Mail.app and Gmail web, then confirm: (a) `document_send_opens` row appears, (b) `open_count` + `first_opened_at` increment on the parent row, (c) Umami records an `email-opened` event. Same drill for `/q/<slug>` once the composer button (Bucket 3) ships. Cannot be automated — needs a real inbox. Captured 2026-05-19.
> **Outstanding (gaps on shipped work + rapid UAT capture):**
>
> - **Inline phone editor on the Contact row** — _src/components/interests/interest-tabs.tsx:973_ — current implementation uses a plain `InlineEditableField` text variant on Phone, so reps can't pick a country code from a dropdown or get AsYouType formatting (both available via `<PhoneInput>` in `src/components/shared/phone-input.tsx`). Wrap `PhoneInput` in a display-vs-edit toggle and PATCH both `value` (national string) + `valueE164` + `valueCountry` to `/api/v1/clients/{id}/contacts/{contactId}`. ~30-60 min.
> - **ft ↔ m unit switching on Berth Requirements** — _src/components/interests/interest-tabs.tsx_ — the three inline-editable dim rows hard-code `(ft)` in the label. The interest already carries `desiredLengthUnit` ('ft' | 'm'); other surfaces (BerthRecommenderPanel) honour it. Add a small unit toggle that flips the rendered display (and converts on save so the canonical `desired*Ft` column stays in feet). Same pattern as elsewhere in the app (per CLAUDE.md mooring/berth dims model). ~30-45 min.
> - **Client Overview should summarize current interest's requirements** — _src/components/clients/_ — one-line "current interest needs X × Y × Z" summary on the client detail Overview tab; reps currently have to drill into Interests tab to see what a client wants. ~30 min.
> - **Duplicate Reminder surfaces on Interest Overview** — _src/components/interests/interest-tabs.tsx_ — the legacy "Reminder" panel (driven by `interest.reminderEnabled / reminderDays / reminderLastFired`) and the new "REMINDERS" section (driven by the `reminders` table via the bell-in-header) both render on the same tab and tell different stories. The legacy field still drives a real backend worker (`processFollowUpReminders` in `reminders.service.ts:428` — creates auto-follow-up reminders when no activity in N days), so we can't just delete the field. Approach: hide the legacy "Reminder" panel from the OverviewTab grid; surface the recurring-follow-up config either as a slim row inside the REMINDERS section or as a setting on the interest detail header. Keep the worker untouched. ~1 h.
> - **LinkedBerthsList: no "add another berth" affordance from the card** — _src/components/interests/linked-berths-list.tsx_ — multi-berth interests are first-class (`interest_berths` is the source of truth per CLAUDE.md) but the LinkedBerthsList card doesn't expose an inline "Add a berth" button. Reps have to use the BerthRecommenderPanel below — discoverability gap. Add a CTA button to the card header (gated by `berths.edit`) that opens a picker / sheet to add another `interest_berths` row. ~45 min.
> - **Supplemental-info-request: link should be reusable, not single-use** — _src/lib/services/supplemental-info_ (token model) — current email says "can only be used once"; user wants it valid until expiry so a partial submission can be revisited. Drop the single-use guard, keep TTL gate. Audit the public endpoint to ensure no token-fingerprint reuse risk before lifting the limit. ~30 min.
> - **Supplemental-info-request: separate "generate link" and "send email"** — _src/components/interests/supplemental-info-request-button.tsx_ — currently one button auto-generates + sends. User wants two steps: button 1 generates + shows the link (rep can copy / share manually); button 2 sends the templated email through SMTP. Backend change: split the existing service into `generateSupplementalLink()` and `sendSupplementalLinkEmail(linkId)`. UI change: replace single-click action with two-step UI showing link state. ~1 h.
> - **Past-milestones strip → expandable history with inline doc preview** — _src/components/interests/interest-tabs.tsx_ (the past-milestones strip at ~line 863) — currently a one-line collapsed summary per past milestone (just title + summary). Reps want to drill into the history of a specific milestone (e.g. see which EOI round was signed, the doc contents, who signed, when). Convert the strip into an accordion: each past milestone expands to show its associated docs + sub-status timeline + inline PDF preview using the existing pdf viewer primitive. Useful for deals with multiple EOI rounds (rework after rejection, re-sent reservation agreements, etc.) where audit trail matters. ~3-4 h.
> - **InterestBerthStatusBanner: name + link the competing deal** — _src/components/interests/interest-berth-status-banner.tsx_ — the banner that surfaces when a linked berth is under offer to a different active deal currently just says "this berth is under offer elsewhere" without identifying which interest. Reps want a small inline detail: client name + deal stage + a link button to the competing interest, so they can size up the situation (e.g. "this lead won't make it, treat ours as backup"). Service-side: extend the `getInterestBerthStatus()` (or equivalent) response with a `competingInterest: { id, clientName, pipelineStage, ... } | null` field, then surface in the banner. Permission-gate the link by `interests.view`. ~1 h.
> - **Notes Latest-note teaser missing round / stage context pill** — _src/components/interests/interest-tabs.tsx_ (the "Latest note" block around line 1029-1064) — notes created during a specific stage / EOI round should display a small "Round 2" or stage pill next to the timestamp so reps can see at a glance which phase a note belongs to. Currently shows author + time only. Schema: notes table doesn't carry round info today — would need a derived display from the interest's stage at note creation time (cheapest) or a stamped `created_during_stage` column (more reliable). ~45 min for derived display, ~1.5 h with migration for stamped column. (Same need likely applies to all notes lists, not just the Overview teaser.)
> - **Dimensions columns: add ft↔m toggle in the column header (persisted to user prefs); skip per-row entry-unit indicator** — _src/components/berths/berth-columns.tsx:306_, _src/components/yachts/yacht-columns.tsx:102_, _src/components/clients/client-yachts-tab.tsx:63_, _src/components/companies/company-owned-yachts-tab.tsx:106_ (any current/future Dimensions column), plus _new_ `src/lib/utils/dimensions.ts` for the conversion + format helper, and _src/lib/db/schema/users.ts_ `user_profiles.preferences` for the persisted preference key — five table surfaces render "Dimensions" in feet today; reps used to metric units have to convert in their head.
> - **Recommendation on the per-row indicator question:** **column-level toggle alone is enough.** The schema already stores per-dimension entry-unit discriminators (`lengthUnit`, `widthUnit`, `draftUnit` on berths + same pattern on yachts/interests, default `'ft'`) and even keeps separate `_M` numeric columns where metric originals exist (`nominalBoatSizeM`, `waterDepthM`) — so the _data_ knows what was entered. But surfacing that on every row in the table creates visual noise (a small "m" pill next to half the rows) that doesn't help the rep complete a task. The right time to surface entry-unit fidelity is at **EOI / contract / quote generation** time — the merge field renderer should pull the unit + value as entered so the legal document matches the rep's original input verbatim. So: column toggle for UI display, entry-unit honoured in document generation (which already happens for the EOI dialog via `effectiveDimensionUnit`).
> - **Implementation:**
> - (a) Helper: `src/lib/utils/dimensions.ts` exporting `convertFt(value, to: 'ft' | 'm')`, `formatDimension(value, unit)` (with locale-aware decimals: 1.5 m vs 4.9 ft), and `formatDimensions(l, w, d, unit)` for the L × W × D triple. Tiny, deterministic, unit-tested.
> - (b) Preference: extend `user_profiles.preferences` (JSONB) with a `dimensionUnit: 'ft' | 'm'` key (default `'ft'`); already a JSON column so no migration needed beyond a TS type extension.
> - (c) Hook: `useDimensionUnit()` returning `{ unit, setUnit }` backed by React Query + a PATCH to `/api/v1/me/preferences` on change. Optimistic update.
> - (d) UI: replace the literal `"Dimensions"` header string in each column definition with a small `<DimensionUnitToggle />` component (label + segmented toggle `ft | m`). Column body cells render via the formatter. Apply to all 5 surfaces in one pass for visual consistency.
> - (e) Document-generation path: leave EOI / contract / template merge-field rendering untouched — it already pulls entry-unit values per `effectiveDimensionUnit` in the EOI dialog (per CLAUDE.md merge-field architecture).
> - **Effort:** ~1.5-2h end-to-end (helper + pref + hook + toggle component + 5 column-definition swaps + a vitest for the formatter). The toggle persists across page reloads + tabs by virtue of going through `/me/preferences`. Captured 2026-05-18 from UAT.
> - **Berth list "Latest deal stage" column: make sortable by pipeline-stage rank** — _src/components/berths/berth-columns.tsx:273-287_ + _src/lib/services/berths.service.ts:80-120_ — the column currently has `enableSorting: false`; sorts by status / area / active interests / etc. already work via the existing `sortColumn` switch + `customOrderBy` correlated-subquery pattern (see `activeInterestCount` at lines 107-120). latestInterestStage isn't a column on `berths` — it's the highest-ranked active interest's stage, populated in a two-pass post-fetch.
> - **Fix:** (a) drop `enableSorting: false` on the column. (b) Add a `'latestInterestStage'` case to the sortColumn switch returning `null` (handled in customOrderBy, like `activeInterestCount`). (c) Add a `stageSort` correlated subquery mirroring `demandSort`: select the rank of the highest-active-stage interest per berth via a `CASE i.pipeline_stage WHEN 'enquiry' THEN 1 WHEN 'qualified' THEN 2 ... WHEN 'contract' THEN 7 END` ladder, then `ORDER BY ... ASC/DESC` per `query.order`. Filter same as demandSort (`port_id`, `archived_at IS NULL`, `outcome IS NULL`). Berths with no active interest → NULL; use `NULLS LAST` (ascending) / flip per direction so they land at the bottom regardless.
> - **Effort:** ~45 min. Pure additive — no schema work, no API contract change. Captured 2026-05-18 from UAT.
> - **Berth list: bulk-edit affordance (parity with bulk-add)** — _src/components/berths/berth-list.tsx_ + _berth-columns.tsx_ + _src/lib/services/berths.service.ts_ + _new_ `src/app/api/v1/berths/bulk/route.ts` — bulk-add for berths exists; bulk-edit doesn't, so any cross-row mutation (status flip on a row range, price re-tier on a pontoon, tag application, area rename, archive a season's worth) is a 50× one-row-at-a-time grind. **Cross-reference:** the Bucket 3 finding "Bulk-price editing UI" already shipped the price-specific backend (`POST /api/v1/berths/bulk-update-prices`); this is the broader sibling covering every other column reps want to edit in bulk. Coordinate the two as a single rollout.
> - **Scope:** (a) Row-select infra on `<DataTable />` — checkbox column, "select all on page" / "select all matching filters" header, persistent selection across pagination (~1h, mirror `InterestList`'s `bulkActions` pattern). (b) Bulk-actions bar on ≥1 row selected: change status, change area, set price / % adjust (folds in the already-built endpoint), add/remove tags, archive/restore, export selection CSV — each opens a small confirm/edit dialog (~2-3h). (c) Unified backend `POST /api/v1/berths/bulk` (mirror `/interests/bulk`) taking `{ action, ids, ...args }`, port-validates IDs, per-row transactional with per-row failure summary so the rep sees which of 50 berths failed and why; per-row audit + realtime fan-out; cap 500 IDs (~2-3h incl tests). (d) Each action gated by the appropriate berth perm (`berths.edit`, `berths.update_prices`, `berths.archive`, `tags.manage`); endpoint enforces the most-restrictive perm of the requested action (~30min).
> - **Effort:** ~5-7h end-to-end. Captured 2026-05-18 from UAT.
> - **BulkAddBerthsWizard: block proceed when any mooring already exists in the port** — _src/components/admin/bulk-add-berths-wizard.tsx_ + _src/lib/services/berths.service.ts_ (new pre-flight check) — the wizard's review/preview step should validate the to-be-added mooring numbers against existing rows for the port and block "Submit" if any duplicates are found (rather than relying on a DB-constraint error mid-insert, which today doesn't even fire because there's no partial unique index on `(port_id, mooring_number)` — see Bucket 4 #1 "Duplicate E17 row" which captured the missing constraint).
> - **Fix:** (a) on entering the preview step, fire a `GET /api/v1/berths/check-moorings?port=<id>&moorings=A1,A2,...` (cap ~500 per call) that returns `{ existing: [{ mooringNumber, id }] }`. (b) If non-empty, show an inline error panel listing the conflicts (linked to the existing berths) and disable Submit; offer a "Remove conflicts and continue" button that drops the dupes from the wizard payload before re-enabling Submit. (c) Pair this with the partial unique index fix from Bucket 4 #1 so the DB-level guard exists as a backstop — UI validation prevents the friction; DB constraint prevents the silent dup. (d) Same pre-flight should run on per-row "single add" flow for parity.
> - **Effort:** ~1.5h (endpoint + index + UI panel + tests). Captured 2026-05-18 from UAT.
> - **Yacht Overview: verify bidirectional ft↔m auto-convert is visually reflecting (logic exists; UI may not be updating)** — _src/components/yachts/yacht-tabs.tsx:99-137_ (`saveDimension`) + _src/components/yachts/yacht-tabs.tsx:68-80_ (`useYachtPatch` cache invalidation) — the bidirectional auto-conversion IS already implemented: `saveDimension()` patches both the primary field and the converted counterpart in one PATCH, and `onSuccess` invalidates `['yachts', yachtId]`. User report ("needs to autofill with auto-converted measurements") suggests the UI isn't visually updating after save — most likely the parent that passes the `yacht` prop into `OverviewTab` either (a) doesn't share the `['yachts', yachtId]` cache key (invalidation fires, no consumer refetches), (b) is hydrated via server-component `initialData` with no client refetch, or (c) the `InlineEditableField` for the counterpart memoizes its initial value and doesn't re-render when the upstream prop changes.
> - **Verify path:** (i) confirm the yacht detail page's `useQuery` cache key matches `['yachts', yachtId]` exactly — any mismatch (`['yacht']` singular, `['yacht-detail']` wrapper) makes the invalidation a no-op. (ii) Confirm `staleTime` / `refetchOnMount` allow refetch on cache bust. (iii) If the parent refetches but the field still doesn't visually update, force-re-render via `key={yacht.lengthM}` on the counterpart InlineEditableField.
> - **Apply to sibling surfaces:** the same bidirectional save belongs on **berth detail OverviewTab** — berth schema has `lengthM`/`widthM`/`draftM` + `_unit` discriminators and likely shows the same dual ft/m sections (verify); copy the `saveDimension()` pattern. Use the shared `src/lib/utils/dimensions.ts` helper from the earlier Dimensions-column toggle finding so the conversion ratio is centralized.
> - **Effort:** ~20-30 min for the yacht debug + visual-update fix, +30 min if a berth equivalent needs the same logic. Captured 2026-05-18 from UAT.
> - **Merge `/admin/invitations` into `/admin/users` — single "people with access" surface** — _src/app/(dashboard)/[portSlug]/admin/users/page.tsx_, _src/app/(dashboard)/[portSlug]/admin/invitations/page.tsx_ (to be removed), _src/components/admin/users/_, _src/components/admin/admin-sections-browser.tsx:90-95_ (drop the Invitations card from the Access section), _src/lib/services/_ (invitations service likely already separate — keep it) — active users and pending invitations are the same lifecycle (a person who has or should have port access). Splitting them across two admin pages forces admins to bounce between surfaces to answer "who has access here?". Merging gives them one canonical "people" page.
> - **Approach:**
> - **(a) Page shape:** keep route at `/admin/users`. Add a state filter at the top: `All | Active | Invited (pending) | Disabled | Archived`. Default to `Active`. The existing Users table extends to render invitation rows alongside active users, distinguished by a "Pending" badge + last-sent timestamp + "Resend" / "Revoke" kebab actions. Active-user kebab keeps current actions (edit role, reset password, disable). One unified `+ Invite user` button in the page header opens the existing invitation form. Search across both populations (name / email / role).
> - **(b) Data shape:** the users table already returns user rows; extend the list endpoint (or add a parallel one that the page composes) to also yield pending invitations as a discriminated-union row type `{ kind: 'user' | 'invitation', ... }`. Keep the underlying tables separate (no schema change); the page just stitches both query results into one table. Filter at the API layer when `state=active` excludes invitations, etc.
> - **(c) Removal:** delete `/admin/invitations/page.tsx`, the Invitations card from the Access section, any sidebar/search-catalog entries pointing at the old route. Add a `redirect()` from the old route to `/admin/users?state=invited` so any bookmark / external link lands in the right place.
> - **(d) Roles & Permissions stays separate** — different concept (template vs individual), low edit frequency, would bury both if merged. Cross-link: each user row's role chip → opens role edit page; role detail page → "N users with this role" with a link back.
> - **Permission gating:** confirm the unified page enforces the OR of permissions for both surfaces (`users.view` for the user rows, `invitations.manage` for sending/revoking). The "Invite" button gates on `invitations.manage`; the kebab actions per-row gate appropriately.
> - **Effort:** ~3-4h end-to-end — table extension + state filter + invitation rows + the API stitch + redirect + sidebar/catalog cleanup + tests. Captured 2026-05-18 from UAT.
> - **Consolidate every AI-feature admin control onto `/admin/ai`** — _src/app/(dashboard)/[portSlug]/admin/ai/page.tsx_ + _src/components/admin/_ (new per-feature embedded forms) + _src/lib/db/schema/ai-usage.ts_ (existing ai*usage table for spend rollup) + \_src/components/admin/ocr-settings-form.tsx* (pattern to mirror) — the AI admin page already has master controls (`ai.master`), provider credentials (`ai.providers`), and the Receipt OCR settings embedded inline. The "Per-feature settings" card I just removed pointed at two dead routes (`../berth-pdf-parser`, `../recommender`) — surfacing the gap that AI feature-tuning isn't consistently centralized. User wants every AI-using feature's admin knobs reachable from one page.
> - **Scope (only include features that actually call an LLM today; don't include aspirational ones):**
> - **Berth PDF parser AI fallback** — 3-tier parse per CLAUDE.md (AcroForm → OCR → optional AI on low confidence). Knobs to expose: provider override (per-feature override of the global `ai.providers` choice), confidence threshold below which the AI tier fires, per-call budget cap, prompt template (advanced/optional). New embedded form `<BerthPdfParserAiSettingsForm embedded />` reading registry section `ai.berth_pdf_parser`.
> - **Receipt OCR** — already there ✓
> - **Future-feature placeholders explicitly NOT included until they ship:** berth recommender (currently "Pure SQL (no AI)" per CLAUDE.md — surfacing it as an AI setting today would mislead admins into thinking they're tuning an LLM); AI-assisted contact-log action extraction (Bucket 3 #7 future feature); AI inquiry intake parsing if/when it ships. Add each to `/admin/ai` only when the underlying feature lands.
> - **AI spend dashboard at the bottom of the page** — new card showing: current month spend total (across all AI features), top 3 features by spend, recent expensive calls (model, feature, cost, timestamp). Reads from `ai_usage` table. Helps admins debug cost spikes without leaving the AI page. Optional but high-leverage for an admin who just saw a budget alert.
> - **Cross-linking principle:** each per-feature AI section on `/admin/ai` shows a small "Non-AI settings for this feature live at →" link to the corresponding admin page (e.g. for berth PDF parser, link to wherever the OCR confidence + AcroForm overrides live). Vice-versa: each feature page gets a "AI fallback settings live at /admin/ai →" link in the relevant section. Keeps the split-brain risk in check — admins always have a one-click path between the two.
> - **Effort:** ~30 min for the berth PDF parser embedded section + registry definition, ~1.5h for the AI spend dashboard, ~30 min for the cross-link sweep. Total ~2.5h. Captured 2026-05-18 from UAT.
> - **Password-reveal eye toggle silently no-ops when value resolves from env (or anywhere outside port/global)** — _src/components/admin/shared/registry-driven-form.tsx:440-463_ (eye-toggle click handler) + _src/app/api/v1/admin/settings/[key]/reveal/route.ts_ (server endpoint that intentionally refuses to leak env-resolved secrets per its docstring) — user clicks the eye on a sensitive field and the dots stay, no toast, no error. Root cause: the click handler only fires `reveal.mutate()` when `resolved?.isSet && resolved.source ∈ {'port', 'global'}`. When the value is resolved from `env` (legacy `.env` fallback) or `default`, the handler skips the reveal call and just sets `setShowSecret(true)`. The Input then flips `type` from `password` to `text` — but the draft is still empty, so the placeholder `'••••••••'` (set unconditionally for `sensitive` fields at line 555) keeps rendering. Net effect: indistinguishable from "the toggle is broken."
> - **Fix options:**
> - **(a) Best UX:** show a clear inline message + tooltip on the eye button when `resolved.source === 'env'` (or `'default'`): "Value comes from the environment — cannot reveal in-app. Configure in admin to view." Disable the button or change its tooltip so the user knows why nothing happens. ~15 min.
> - **(b) Optional:** allow env-reveal under a stricter permission (e.g. `admin.reveal_env_secrets`) — defaults off, super-admin only. The server endpoint's "refuses to reveal env" guard would honour the permission as an override. Riskier; only do this if there's an operational need. Capture as Bucket 3 if pursued.
> - **(c) Diagnose path:** add a console.warn / dev-mode toast when the click is swallowed silently so the next person debugging this can see what's happening.
> - **Sibling check:** the server-side route comment at lines 21-22 says it "refuses to reveal values resolved from env or default," but the implementation at lines 39-52 just calls `getSetting()` and returns whatever it gets — there's no actual refusal check in the route handler. If `getSetting()` reaches into the env fallback the endpoint would leak env values. Verify the refusal is enforced upstream in `getSetting()` (or in the registry resolver) — if not, that's a separate finding (low/medium severity bug: env secrets leakable via API to anyone with `admin.manage_settings`). Worth running through to confirm.
> - **Effort:** ~15 min for (a) UI message + tooltip; ~30 min if the route's env-refusal check needs to be added too. Captured 2026-05-18 from UAT.
> - **Email settings page: add explainer copy clarifying why sales send-from and noreply have separate credentials** — _src/app/(dashboard)/[portSlug]/admin/email/page.tsx_ (the page) + _src/components/admin/sales-email-config-card.tsx_ (the sales card) + the existing noreply transport card — the admin page renders two cards with overlapping field names (SMTP host/port/user/pass on both, plus IMAP on the sales card) and zero context for why both exist. Operators reasonably ask "why am I configuring this twice?" The two streams are intentionally separated (per CLAUDE.md "Send-from accounts (sales send-outs)"): sales = human-initiated rep emails with IMAP-bounce-poll monitoring; noreply = fire-and-forget automation (portal invites, password resets, signing reminders, inquiry confirmations). Reasons to keep them separate include sender reputation (mixing transactional volume with human sends hurts deliverability), reply handling (reps need replies in a monitored mailbox; automation shouldn't generate reply threads), and the practical pattern of using a transactional provider (Postmark/SendGrid) for noreply + Google Workspace / Outlook for the sales mailbox.
> - **Fix:** add an explanatory header block at the top of the email-settings page (above the two cards) summarizing the split in plain language: 2-3 sentences max + a small table (sales vs noreply, what each sends, why split). Each card's CardDescription gets a one-liner anchoring to its role ("Used for rep-initiated emails (berth PDFs, brochures, manual follow-ups). Replies land in this mailbox and are bounce-monitored via IMAP." / "Used for automated emails (portal invites, password resets, signing reminders). Replies bounce."). Optional: a "Quick setup" toggle/button — "Use one mailbox for both streams" — that auto-mirrors SMTP creds from sales → noreply (or vice versa) for ports that don't need the split. Default state stays split (preserves the design intent for ports that have grown into it).
> - **Effort:** ~30 min for the explainer copy + per-card descriptions; +1h for the "Quick setup" mirror affordance if pursued. Captured 2026-05-18 from UAT.
> - **Email / SMTP admin: add a "Send test email" affordance** — _src/components/admin/shared/registry-driven-form.tsx_ (or a dedicated email-settings card adjacent to the RegistryDrivenForm) + _src/lib/email/_ (transport) + _new endpoint_ `POST /api/v1/admin/email/test-send` — once an admin configures SMTP creds + From address on the Email Settings page, they have no in-app way to confirm "did I actually wire this up correctly?" without finding a workflow that triggers a real transactional email. Add a "Send test email" button on the email settings card that pops a small dialog: input for destination address (defaults to the operator's own email), optional message body, submit fires the test via the configured transport. Server endpoint returns success / SMTP-error-with-detail so the admin sees exactly why it failed (auth fail, TLS handshake, sender-rejected) without digging into server logs.
> - **Implementation:** (a) UI: small "Send test email" button in the card actions, opens a Dialog with a single email-validated input + "Send" button. (b) Endpoint: `POST /api/v1/admin/email/test-send` with `{ to: string, subject?: string }`, gated by `admin.manage_settings`. Body: brief branded test ("This is a test from <Port Name> admin — if you got this, SMTP is working."). (c) On the server: pull the live transport config via the resolver chain (port-override → env), construct via nodemailer, send, return `{ success: true, messageId }` or `{ success: false, error: ... }` with the raw SMTP error reason. (d) Audit log a `test_email_sent` row so operators can see who tested and when.
> - **Honour the dev `EMAIL_REDIRECT_TO`** — same as production transactional emails: if set, prefix subject and reroute so QA doesn't spam users.
> - **Cross-ref:** related to the Documenso-config diagnosis loop (Bucket 3 #8 platform-wide error message audit) — same pattern of "configure-then-verify-without-real-workflow." Apply the same idiom to other integrations: Documenso test-send, S3 ping, Redis ping, IMAP test-connect.
> - **Effort:** ~1.5h for email (UI + endpoint + audit + dev-redirect honour). +1-2h each for the sibling integration test-ping buttons if pursued in the same pass. Captured 2026-05-18 from UAT.
> - **YachtPicker: opening returns no yachts (empty `q` → empty list); should return a default list** — _src/app/api/v1/yachts/autocomplete/handlers.ts:10-12_ + _src/components/yachts/yacht-picker.tsx:56-60_ — the autocomplete handler short-circuits with `{ data: [] }` when `q` is empty: `if (!q) { return NextResponse.json({ data: [] }); }`. The picker fires the query the moment it opens with `debounced=''` → user opens, sees empty state, has to start typing before any options appear. Dead-end UX.
> - **Fix:** (a) handler: when `q` is empty, return the top 20-30 yachts for the port (most-recently-updated default; if `ownerType`/`ownerId` query params are provided, filter server-side to that owner). Trivial — just drop the early-return and pass `q` as optional to the `autocomplete()` service, which defaults to an empty search term meaning "no name filter". (b) Picker: extend the query string to include the owner filter so server-side filtering works (currently the picker filters client-side post-fetch, which means a yacht owned by someone other than the current `ownerFilter` may not even reach the client if it's outside the default-20). (c) UX nicety: the picker's `placeholder` could include "or search…" so the user knows typing also works.
> - **Effort:** ~30 min. Captured 2026-05-18 from UAT.
> - **YachtPicker: selected yacht renders as `Yacht <uuid-prefix>` when not in the autocomplete results** — _src/components/yachts/yacht-picker.tsx:75-79_ — the trigger button label is `match?.name ?? `Yacht ${value.slice(0, 8)}``— the fallback fires whenever the currently-selected yacht isn't in`rawOptions`(e.g. picker was opened with a pre-set value from a URL param / parent default and the autocomplete results don't include it, OR the user typed a search that filtered it out). Result: reps see`"Yacht 3bd83076"` instead of the yacht's name.
> - **Fix:** add a second `useQuery` keyed on `['yacht-detail-label', value]` that fetches `/api/v1/yachts/{value}?fields=name` when `value` is set AND not present in `rawOptions`. Use its result as the fallback label in priority order: `match?.name ?? fallbackQuery.data?.name ?? `Yacht ${value.slice(0, 8)}``. Cache hit on repeat opens; tiny request. (b) Also pre-select the currently-managed yacht as the default `value`for any picker rendered in a context where "the current yacht" makes sense — that's a parent-prop concern; this picker handles whatever`value` it's given. (c) Sweep for the same pattern in other pickers (ClientPicker, CompanyPicker, BerthPicker if they exist) — same root cause + same fix shape.
> - **Effort:** ~20 min per picker; ~1h with the sweep. Captured 2026-05-18 from UAT.
> - **CommandList (cmdk) inside a Popover: scroll caps short of the bottom — applies to ALL dropdowns using the Command primitive** — _src/components/ui/command.tsx:57-75_ — `CommandList` has `max-h-[300px] overflow-y-auto overscroll-contain` plus a custom wheel handler (lines 68-72) that re-implements scrolling because "native wheel scrolling is intercepted by the focus-scope and never reaches the cmdk list" (per the inline comment). User reports they can scroll a short distance, then the list stops responding before reaching the bottom — and notes this is the case for **every dropdown on the drawer they're looking at**, so it's the shared primitive, not a per-picker bug.
> - **Suspected causes (likely a combination):**
> - **(i) cmdk auto-scroll-to-highlighted-item** fights the manual scroll: when the user wheels past the currently-highlighted item, cmdk's internal handler snaps the scroll back so the highlighted item stays visible. Net effect: user can scroll up to a few items past the highlight, then it bounces back. **Fix attempt:** on wheel/scroll, clear the cmdk highlight (or set it to a non-highlighted state) so cmdk doesn't re-snap. cmdk exposes a `value` prop on `Command` for controlled-highlight; set it to `undefined` on scroll, restore on hover/keyboard nav.
> - **(ii) Manual wheel handler ignores trackpad-momentum + keyboard:** `event.currentTarget.scrollTop += event.deltaY` only handles wheel events. Trackpad-flick momentum continues firing wheel events with diminishing `deltaY`, but if cmdk traps the events the user's input bounces. Touch / keyboard arrow keys may have similar interception issues. **Fix attempt:** prefer letting cmdk handle scroll natively (newer cmdk versions fixed the popover-focus-scope issue) and remove the manual handler. Check `package.json` for `cmdk` version; if < 1.0.0, upgrade.
> - **(iii) The `max-h-[300px]` hard cap** clips longer lists. While the cap exists, scrolling SHOULD still reach the end — but combined with (i)/(ii) it caps the effective scroll distance. **Fix attempt:** use a height-aware token: `max-h-[min(400px,var(--radix-popper-available-height,400px))]` so the list grows when the popover has room and caps at 400px otherwise.
> - **Investigation order:** (1) check cmdk version + upgrade if old → may auto-fix the focus-scope issue and let us remove the manual wheel handler. (2) Test with manual handler removed. (3) If still buggy, add the controlled-highlight reset on scroll. (4) Bump the max-h as the easy win.
> - **Effort:** ~30-60 min including upgrade + testing across the YachtPicker, ClientPicker, CompanyPicker, command-search topbar, and any other Command consumers. Captured 2026-05-18 from UAT — affects every Command-based dropdown app-wide; high-leverage single-component fix.
> - **Yacht Ownership History tab: flesh out the controls; don't remove (carries real semantic load)** — _src/components/yachts/yacht-ownership-history.tsx_ + _src/components/yachts/yacht-tabs.tsx:333_ + _src/components/yachts/yacht-form.tsx:337-345_ (existing Transfer affordance) + _src/lib/services/yachts.service.ts:215_ (`transferOwnership` service) + _src/lib/db/schema/yachts.ts:72-96_ (`yachtOwnershipHistory` table with partial unique index `(yacht_id) WHERE end_date IS NULL`).
> - **Why keep:** the table isn't decorative — (i) partial unique index enforces one active owner at a time; (ii) berth reservation logic (`berth-reservations.service.ts`) gates "active company_membership on the owning company", so the yacht's ownership chain materially affects berth standing; (iii) the data is **already auto-populated** by `createYacht`, `transferOwnership`, and `public-interest.service.ts` — no rep effort required to maintain; (iv) audit trail value for disputed deals, EOIs generated under prior ownership, etc. Removing the tab AND/OR the table would lose audit fidelity and force reservation logic to derive ownership some other way. The "no way to enter/change" perception is a UI gap, not a missing concept.
> - **Flesh-out scope (recommended):**
> - (a) **Surface the existing Transfer flow on this tab** — the yacht form has a Transfer button (comment at line 345 confirms); add the same button to the Ownership History tab header (e.g. `"Transfer ownership →"`). Permission-gated by whatever the existing Transfer flow uses.
> - (b) **Empty-state CTA** — current empty state reads `"No ownership history"`. Replace with copy + a Transfer button so the tab is actionable on first visit, not dead-end.
> - (c) **Backfill / "Add historical entry"** — admin-only button that opens a small form (owner type/id, start date, end date, reason, notes) and inserts a row directly. Useful for backfilling pre-CRM ownership history for yachts brought over from NocoDB or legacy records. Permission: `yachts.edit_history` (new perm).
> - (d) **Edit controls on existing rows** — admin-only edit for `transferReason`, `transferNotes`, and `startDate`/`endDate` (with a strong confirm + audit log entry — these dates feed downstream logic). Don't allow editing `ownerType`/`ownerId` post-insert (use a Transfer/correction flow instead).
> - (e) **Link each row to the involved entity** — each row's `ownerType: 'client' | 'company'` + `ownerId` should render as a click-through link to the entity detail page. Right now likely a raw ID or just a label.
> - (f) **"Why was this entered?" trailing note on each row** — pull from `transferReason` (already in schema) + display `createdBy` (link to user) and `createdAt` (relative time). Tells the rep both what happened and who recorded it.
> - **Out-of-scope alternative:** if leadership concludes the audit value doesn't justify the UI cost, hide the tab from the rep-facing UI but **keep the table** + auto-populate hooks + admin-only access via `/admin/yachts/[id]/ownership-history` for the dispute case. Tab disappears from yacht detail; reservation logic continues to work. **User noted (2026-05-18):** if the tab is removed, the Transfer modal would also need to be removed — confirming that removing the tab is a coupled change with broader UI impact. Reinforces the recommendation to keep + flesh-out rather than remove.
> - **Recommendation:** ship (a) + (b) + (e) as the minimum-viable polish (~1.5h) — makes the tab feel intentional. (c) + (d) become admin-side work when there's actual demand for backfill or historical correction (~3-4h). Skip the "hide it" path unless explicit leadership ask.
> - **Effort:** ~1.5h for the minimum polish, ~5h for the full flesh-out. Captured 2026-05-18 from UAT (user weighed in towards "remove altogether"; the queue entry argues against because of the reservation-logic coupling + auto-population — final call still with the user).
> - **Yacht Overview: replace single-textarea notes with the threaded `<NotesList>` (parity with clients / interests)** — _src/components/yachts/yacht-tabs.tsx:227-236_ (the legacy single-text-field at the bottom of OverviewTab) + _src/components/yachts/yacht-tabs.tsx:351_ (the full `<NotesList entityType="yachts" />` already rendered in the dedicated Notes tab) + _src/components/shared/notes-list.tsx_ — Overview today shows `<InlineEditableField variant="textarea" value={yacht.notes} ... />` — a single `yachts.notes` string column, last-edit-wins. The dedicated Notes tab has the full threaded `<NotesList>` (one entry per note, author + timestamp + edit/delete + aggregate). Clients and interests already surface threaded notes without leaving Overview.
> - **Fix:** replace the OverviewTab notes block (lines 227-236) with `<NotesList entityType="yachts" entityId={yachtId} currentUserId={currentUserId} />`. The `yachtNotes` table already exists (per CLAUDE.md polymorphic notes architecture: `notes.service.ts` dispatches across `clientNotes`/`interestNotes`/`yachtNotes`/`companyNotes`) so no backend work.
> - **Legacy `yachts.notes` column:** verify (a) anything else writes it (other than this textarea); (b) anything reads it (EOI / contract / template merge fields). If unused elsewhere, deprecate the column and stop surfacing it on Overview; the threaded NotesList becomes the canonical write path. If still in use, leave the column but stop surfacing on Overview.
> - **Companion decision:** with NotesList on Overview, the dedicated Notes tab may become redundant — same tradeoff applies to clients/interests today. Defer that decision; ship the inline NotesList first.
> - **Effort:** ~30 min for the swap + verify `currentUserId` is plumbed through to OverviewTab. Captured 2026-05-18 from UAT.
> - **`/invoices/upload-receipts` guide: copy rewrite — terse, professional, in the luxury-CRM voice** — _src/components/invoices/upload-receipts-guide.tsx_ (the whole page; ~190 lines, ~75% of which is body copy) — current copy reads like a friendly onboarding tutorial: hand-holding ("Snap a photo of the receipt with your phone"), explanatory tangents ("The behind-the-scenes part is called OCR..."), throwaway pleasantries ("Most of the time everything is correct", "No typing. No spreadsheets. No chasing finance for the form."), and parenthetical asides ("the square with the arrow pointing up"). Tone is out of step with the rest of the CRM — the platform's brand voice is precise, restrained, declarative; this page reads warm-blog. Rewrite passes:
> - **PageHeader description** (line 31) — currently `"When you spend your own money on a business expense for the marina, use this to log it. Snap a photo of the receipt with your phone, the system reads it for you, and finance approves it on the parent company's side."` → suggested: `"Capture out-of-pocket expenses for reimbursement. The system extracts vendor, date, total, and currency from each receipt and routes the claim to finance."`
> - **"What does it actually do?" section** (lines 51-65) — replace title with `"Overview"`. Replace the two paragraphs with one line: `"Submit a photographed receipt; the system populates the expense form via OCR with AI-assisted field extraction, then forwards the claim for parent-company approval."` Drop the OCR explanation entirely — the audience is internal staff, not customers.
> - **Step 1 ("Add the scanner to your phone")** — retitle `"Install the scanner"`. Description → `"One-time setup. The scanner launches from the home screen thereafter."` Per-platform steps: drop parentheticals ("the square with the arrow pointing up"), drop the "Confirm the name 'Scanner'..." cruft, drop the trailing "Done." block in `PlatformBlock`.
> - **Step 2 ("Snap a photo of a receipt")** — retitle `"Capture a receipt"`. Description → `"Open the scanner from the home screen."` Each list item to one short sentence: `"Tap the camera tile and frame the receipt."` / `"The system extracts vendor, date, total, and currency."` / `"Review the populated fields; tap to amend."` / `"Tap Save to submit for approval."`
> - **"Tips for the best results"** — retitle `"Tips"`. Drop conversational asides; cap to 3-4 bullets, each one sentence.
> - **Target length:** ~60-70% reduction. Reads in 30 seconds instead of 3 minutes; the rep gets the workflow, not a friendly essay.
> - **Companion audit:** flag for review across other guide / help / empty-state copy that may have drifted into the same warm-blog voice (consumers of `src/components/shared/empty-state.tsx`, any `*-guide.tsx` pages, onboarding flows, longer Toast copy). One pass for tone consistency platform-wide — captured as a deferred follow-up; this page is the most visible offender.
> - **Effort:** ~45 min for this page; ~3-4h for the platform-wide tone audit if pursued. Captured 2026-05-18 from UAT.
> - **Expenses page header copy: drop "port" from the description** — _src/app/(dashboard)/[portSlug]/expenses/page.tsx:33_ → PageHeader at _src/components/shared/page-header.tsx:38_ — description currently reads `"Track and manage port expenses"`; user wants the word `"port"` removed. Suggested copy: `"Track and manage expenses."` (or, if the team wants to keep the "manage" verb spelled out, `"Track and manage business expenses."`). Trivially small. ~30 sec. Captured 2026-05-18 from UAT — likely indicative of a broader "remove the word 'port' from user-facing copy where it's redundant" pass; the portSlug already scopes everything, so user-facing strings shouldn't restate it. Worth a quick grep for `port expenses`, `port clients`, `port settings`, etc. in component strings.
> - **Topbar search: widen + center against the _viewport_ (including sidebar space), not the topbar's middle grid slot** — _src/components/layout/topbar.tsx:57_ (grid template) + _src/components/layout/topbar.tsx:77-84_ (search container) + _src/components/search/command-search.tsx:103_ (the input itself) + _src/app/globals.css:114_ (`--width-sidebar: 256px` token already available) — current behaviour: the topbar uses `grid grid-cols-[minmax(0,1fr)_minmax(360px,640px)_minmax(0,1fr)]` inside the AppShell's main area (right of the sidebar), so the search bar centers within _the topbar_ — visually it sits offset to the right of the screen by half the sidebar width because the topbar itself starts after the sidebar. User wants the search visually centered against the full viewport (sidebar inclusive) and wider.
> - **Two coordinated changes:**
> - **(a) Wider:** bump the search container's `max-w-md` (448px) at line 81 to `max-w-2xl` (672px) or `max-w-3xl` (768px), and bump the topbar grid's middle slot from `minmax(360px,640px)` to `minmax(420px,800px)`. Cap to whatever still leaves room for the left breadcrumbs + right action row on common laptop widths (1280px - 256px sidebar = 1024px main area minus padding). 672-720px is a comfortable upper bound.
> - **(b) Viewport-centered:** the surgical trick uses the existing CSS variable. Apply a `translate-x` on the search wrapper that shifts it left by half the sidebar width: `style={{ transform: 'translateX(calc(var(--width-sidebar) / -2))' }}` (or a Tailwind arbitrary class `-translate-x-[calc(var(--width-sidebar)/2)]`). With the sidebar at 256px, the search shifts 128px left, landing its centre at viewport-50%. Works because the topbar's grid + `mx-auto` already centers the search within the post-sidebar area; subtracting half the sidebar width re-centers against the full viewport.
> - **Edge cases to handle:**
> - **Sidebar collapsed (64px):** wire the transform to use the collapsed-aware width. Cleanest: expose a single `--current-sidebar-width` CSS variable on the sidebar root that flips between `var(--width-sidebar)` and `var(--width-sidebar-collapsed)` based on collapse state. Topbar's search wrapper reads `--current-sidebar-width` so the shift adjusts automatically with no React state plumbing. ~10 min to add the variable + ~5 min to wire the transform.
> - **Mobile (< sm):** the sidebar is hidden and the layout is different (`MobileLayoutProvider` with bottom-tabs); the transform should only apply on `sm:` and up. Use `sm:-translate-x-[calc(var(--current-sidebar-width)/2)]`.
> - **Left column doesn't get visually overlapped:** since the search shifts via transform (paint-only, doesn't affect layout flow), the breadcrumbs in the left grid slot retain their declared width — but the search will visually overlap them. Solution: reduce the breadcrumbs slot's effective width (e.g. `minmax(0,0.6fr)` instead of `1fr`) OR add `pointer-events: none` to the breadcrumbs when the search is focused. Easier: hide breadcrumbs on narrower laptop widths and rely on the back-chevron + page-h1 for context (also addresses the breadcrumb-wrap finding above).
> - **Effort:** ~30-45 min total — the `--current-sidebar-width` variable + the transform + the grid bump + verifying behaviour at collapsed/expanded/mobile. Captured 2026-05-18 from UAT.
> - **Pageviews chart: X-axis date ticks too cramped — drop the time component** — _src/components/website-analytics/pageviews-chart.tsx_ (recharts `XAxis`) — current bucket labels render in `YYYY-MM-DD HH:MM:SS` format from Umami's `x` field, which the chart's X-axis prints verbatim. On a 30-day range the labels overlap into an unreadable strip. Fix: pass a `tickFormatter` to `XAxis` that parses `row.x` and renders just the date portion (`MMM d` or `M/d`), keeping the timestamp available via Tooltip's full-precision render. ~10 min. Captured 2026-05-18 from UAT.
> - **Pageviews chart: inline note explaining Pageviews vs Sessions** — _src/components/website-analytics/pageviews-chart.tsx_ + the Card's CardHeader subtitle slot — add a small `?` info popover (matching the pattern on the Pipeline Value tile) next to the chart title that explains: "Pageviews = total page hits including refreshes. Sessions = distinct visitor sessions (a single visitor browsing multiple pages = 1 session, many pageviews)." Helpful because the chart shows both series and the distinction is non-obvious. ~10 min. Captured 2026-05-18 from UAT.
> - **Inbox page: swap section order — Reminders above Alerts** — _src/components/inbox/inbox-page-shell.tsx:84-111_ — current order is `Alerts` (line 84) then `Reminders` (line 99). User wants the order reversed so Reminders is the top section. Swap the two `<section>` blocks; ids (`inbox-section-alerts`, `inbox-section-reminders`), URL-hash deep-link logic, and the localStorage open-state keys all remain untouched (they're keyed on section id, not order). PageHeader copy "Alerts & Reminders" should also flip to "Reminders & Alerts" to mirror the new visual order. ~3 min. Captured 2026-05-18 from UAT.
> - **Inbox → Reminders: move filter row inline with the "New Reminder" button (embedded mode)** — _src/components/reminders/reminder-list.tsx:298-315_ — in embedded mode (used by Inbox), the "New Reminder" button renders on its own line at line 298-311 (`<div className="mb-3 flex justify-end">`), and the filters row (My/All tabs + status filter + priority filter) renders separately below at line 315. The two should share one row: filters left, button right. Fix: merge the two into a single `<div className="mb-4 flex flex-wrap items-center gap-3 sm:gap-4">`, keep the filter controls in their current order at the start, and append the "New Reminder" button with `className="ml-auto"` (or wrap the filters in a container + put the button as a sibling and use `justify-between`). Non-embedded mode (PageHeader path at lines 282-297) is unaffected. ~10 min. Captured 2026-05-18 from UAT.
> - **Breadcrumb wrap looks broken: orphaned separator + back-chevron misaligned** — _src/components/ui/breadcrumb.tsx:15-27_ + _src/components/layout/topbar.tsx:55-75_ — when the breadcrumb wraps (e.g. `Administration › Berths › Bulk Add` in the narrow left topbar slot), three visual issues stack: (1) trailing `›` separator after "Berths" hangs at the end of line 1 with nothing after it (orphaned, because separators are siblings of items in the `<ol>` so the flex-wrap break can land between an item and its separator); (2) "Bulk Add" wraps to line 2 indented; (3) the back-chevron `<` sits left of the wrapped line and is taller than the wrapped line, throwing off vertical alignment. Together it reads as a layout bug, not a wrap.
> - **Three coordinated fixes — ship (a) at minimum, do (b) for the real polish:**
> - **(a) Quick: make separator inline with the preceding item so wrap can't strand one** — restructure so each `<li>` contains both the label AND its trailing separator (single inline-flex unit), except the last crumb which has no separator. Drop the standalone `<BreadcrumbSeparator>` `<li>` from `Breadcrumbs` consumer. The primitive's `BreadcrumbSeparator` stays exported for backcompat. Wrap then breaks between full crumbs cleanly. ~15 min.
> - **(b) Better: ellipsis-collapse middle crumbs on overflow** — industry-standard pattern. When crumb count > 3 OR available width can't fit all crumbs single-line (detect via `ResizeObserver` on the `<nav>` or a CSS `:has(+ overflow)` trick), collapse middle crumbs to a `<BreadcrumbEllipsis>` button that opens a dropdown listing the hidden crumbs. First (root) + last (current page) always visible. Primitive already exports `BreadcrumbEllipsis` — just wire it. ~45 min. Result: breadcrumb stays single-line at every width, no wrap at all.
> - **(c) Layout polish: top-align the back-chevron** — _topbar.tsx:59_ — change the wrapping `<div className="min-w-0 flex items-center gap-1.5">` to `items-start` so even if the breadcrumb does wrap, the back-button stays top-aligned with the first crumb line instead of vertical-centering across the wrapped block. Also worth considering: hide the back-button when meaningful breadcrumbs are visible (the breadcrumb's parent link already does "go back"; two affordances is one too many). ~10 min.
> - **Topbar grid sizing observation:** topbar columns are `[minmax(0,1fr)_minmax(360px,640px)_minmax(0,1fr)]` — left slot competes for space with the centered search bar's `minmax(360px,640px)`. When search hits its max width, left slot is squeezed → breadcrumb wraps sooner. Consider bumping to `minmax(0,1.5fr)` OR letting the search shrink below 360px when needed. Optional, evaluate after (a)+(b) land.
> - **Effort:** ~15 min for (a), ~45 min for (b), ~10 min for (c). Bundle ~1h. Captured 2026-05-18 from UAT.
> - **BulkAddBerthsWizard: currency field should use `<CurrencySelect>` (already exists, used elsewhere)** — _src/components/admin/bulk-add-berths-wizard.tsx_ (the `priceCurrency` `<Input>` in the apply-to-all row at ~lines 282-290, and the per-row instance below it) — currently a free-text `<Input>` that uppercases on blur, defaulting to `USD`. Reps can type any string (including invalid codes); no auto-complete; no consistency with other forms. The `<CurrencySelect>` component already exists at _src/components/shared/currency-select.tsx_, backed by the curated `SUPPORTED_CURRENCIES` list in _src/lib/utils/currency.ts_, and is used by the single-berth edit form (_berth-form.tsx:414_) + the expense form dialog (_expense-form-dialog.tsx:238_). Quick fix: import `CurrencySelect`, replace both the apply-to-all and per-row currency inputs with the dropdown bound to the same handlers (`applyToAll('priceCurrency', v)` / `setRowField(idx, 'priceCurrency', v)`). ~10 min. Captured 2026-05-18 from UAT.
> - **BulkAddBerthsWizard + single-berth editor: toggleable input units (ft/m) for dimension fields** — _src/components/admin/bulk-add-berths-wizard.tsx_ (the "Width (ft)" / "Length (ft)" / "Draft (ft)" inline-table headers + input parsing), _src/components/berths/berth-form.tsx_ (or equivalent single-edit) — the wizard's column headers and input parsing are hard-coded to feet. The schema supports per-dimension entry-unit discriminators (`lengthUnit`, `widthUnit`, `draftUnit` on `berths`, all defaulting to `'ft'`) plus separate `_M` numeric columns where metres-original values live — but neither the bulk wizard nor the single editor lets the rep pick which unit they're typing in. Reps who think in metres convert manually and the entry-unit discriminator never gets set.
> - **Fix:** (a) add a small `ft | m` toggle in the wizard header (and on the single-berth edit form) that flips the column header labels (e.g. "Width (ft)" → "Width (m)") and the parser. The toggle should default to whichever unit the user's `dimensionUnit` preference is set to (see the Dimensions-column-toggle finding earlier — same preference). (b) On submit, if entered unit is `'m'`, convert to ft for the stored numeric (`berths.lengthM` is the canonical metres column; `lengths.lengthFt` would be the feet column — verify the actual column names) AND set `lengthUnit='m'` so downstream document generation honours the rep's original input. Same for width / draft / nominalBoatSize / waterDepth. (c) Reuse the `src/lib/utils/dimensions.ts` helper from the Dimensions-column finding so conversion is centralized.
> - **Why this matters beyond UX:** document-generation merge fields (EOI / contract) already pull entry-unit values per `effectiveDimensionUnit` so the legal doc matches the rep's intent. Hard-coding ft on input silently coerces metric reps' values through a mental conversion, then renders the resulting ft figure on documents — losing fidelity for European customers.
> - **Effort:** ~1.5-2h end-to-end (wizard toggle + single-form toggle + parser + tests). Coordinate with the Dimensions-display toggle finding so both UI surfaces use the same preference key + helper. Captured 2026-05-18 from UAT.
> - **BulkAddBerthsWizard: allow defining new dock/pontoon letters in-flow (or surface the admin path)** — _src/components/admin/bulk-add-berths-wizard.tsx:78_ + _the dock/area model_ — current wizard appears to assume the dock letter already exists (per CLAUDE.md the mooring format is `[A-Z]+\d+` like `A1`, `B12` — the letter prefix is a dock/pontoon identifier). When a rep is adding berths for a _new_ dock, there's no inline way to introduce the new letter; they have to abandon the wizard, create the dock elsewhere, then come back. Two possible models — confirm which one applies in this codebase before building:
> - **(a) Dock letters are free-form / inferred from `berths.mooring_number`** (no separate `docks` table): then the wizard just needs to allow a new letter prefix in its input. UI fix: replace the letter input (or dropdown) with a combobox-style "pick existing or type a new letter" control — same idiom as Tag picker. Backend: nothing — first insert with the new prefix establishes the dock. ~30 min.
> - **(b) Docks are a first-class entity** (separate `docks` table with `port_id` + `letter` + metadata like `position`, `pontoon_type`, `power_capacity`): then the wizard needs a "+ New dock" affordance opening a small dock-create dialog (letter + name + optional metadata), then returning to the wizard with the new dock pre-selected. Permission: `berths.manage_docks` (or whichever owns dock metadata). The user's question — "_or is this an admin setting?_" — suggests they're not sure either; if it IS an admin-only concern (docks are infrastructure not data the rep should touch), then keep it admin-side and just surface a contextual link in the wizard ("New dock? Add it in Admin → Docks first → [link]"). ~1-2h depending on the model.
> - **Action item:** check whether `docks` / `pontoons` / `marina_sections` table exists in the schema (`grep -r "docks\|pontoons" src/lib/db/schema/`); shape the fix accordingly. If no dedicated table, the wizard fix is trivial; if there is one, decide admin-only vs in-wizard-create with the team. Captured 2026-05-18 from UAT.
> - **DropdownMenu content stretches to fill viewport — cap it** — _src/components/ui/dropdown-menu.tsx:66_ — the shadcn `DropdownMenuContent` primitive uses `max-h-(--radix-dropdown-menu-content-available-height)` (Radix's CSS variable that exposes the room between the trigger and the viewport edge). On long lists the menu visually stretches all the way to the viewport bottom even though the items don't need that height; reads as a wall of options. Internal `overflow-y-auto` is already on so scrolling works. Fix: replace the Radix `max-h-(...)` token with a fixed `max-h-96` (384px) or `max-h-[28rem]` (448px) so the menu caps at a comfortable height regardless of available space, scrolling internally for longer lists. Global change in the base primitive — affects every dropdown in the app, which is the right call (no consumer currently relies on the "fill the viewport" behaviour). ~2 min. If a specific dropdown needs the old behaviour, it can pass `className="max-h-[var(--radix-dropdown-menu-content-available-height)]"` to opt back in. Captured 2026-05-18 from UAT.
> - **DocumentsHub aside column: flush-left with the app sidebar (kill the AppShell padding for this page)** — _src/components/documents/documents-hub.tsx:246_ + _src/components/layout/app-shell.tsx:113-121_ — the desktop `<main>` wrapper applies `px-6 pt-3 pb-6` to all dashboard pages, so the DocumentsHub two-pane (`ResizablePanelGroup` with the `<aside>` folder column on the left) gets 24px of whitespace between the global app sidebar and its own border. The folder column should sit flush against the app sidebar — it reads as "an extension of the navigation," not "a card inside the page." Fix (surgical): change DocumentsHub's root `<div className="h-full">` at line 246 to `<div className="h-full -mx-6 -mt-3 -mb-6">` (mirror the AppShell desktop padding so the hub renders full-bleed inside the main viewport). Add a comment explaining the intentional escape. The right-pane content keeps its own internal `p-4` so it doesn't run flush with the viewport edge. **Alternative (cleaner long-term):** make the AppShell padding route-aware via a prop on `<main>` (or a layout-level opt-out for hub-style pages); but (a) is the right call until a second page needs the same treatment. ~5 min for the negative-margin fix. Captured 2026-05-18 from UAT.
> - **DocumentsHub: hide breadcrumb on root "All documents" view, move PageHeader up to fill the space** — _src/components/documents/documents-hub.tsx:196-209_ — the top row currently always renders the `FolderBreadcrumb` (and conditionally the `NewDocumentMenu` when a folder is selected); on the root view (`selectedFolderId === undefined`) the breadcrumb shows only a "Home / All documents" label with no useful navigation, eating vertical space above the `PageHeader` that already says "Documents" + description. Fix: wrap the entire breadcrumb row at line 196-209 in `{selectedFolderId !== undefined && ( … )}` so the row is gone on the root; the PageHeader becomes the top element. When the rep navigates into a folder, the row reappears with both breadcrumb + NewDocumentMenu (the existing folder views don't render PageHeader, so the breadcrumb is the wayfinding cue). ~5 min. Captured 2026-05-18 from UAT.
> - **Residential InterestsTab: whole row should navigate to the interest, not just the "View" link** — _src/components/residential/residential-client-tabs.tsx:273-289_ — current `<li>` lays out `[stage chip] [preferences/notes truncated text] [View → link]` and only the "View" text on the right is clickable. The whole row should be a target, matching the idiom used in the main client's `InterestRowItem` (`src/components/clients/client-interests-tab.tsx:53`) — the entire card is a `<button>`/`<Link>` so reps can tap anywhere. Fix: wrap the `<li>`'s flex container in `<Link href={…}>` (`className="block w-full"` to preserve layout), drop the trailing "View" link, add `hover:bg-muted/50` to make the affordance discoverable. ~10 min. Captured 2026-05-18 from UAT.
> - **Residential namespace breadcrumb link is 404** — _src/components/layout/breadcrumbs.tsx_ (the breadcrumb generator splits the URL and makes every segment a link) + missing _src/app/(dashboard)/[portSlug]/residential/page.tsx_ — on any `/{portSlug}/residential/clients` or `/{portSlug}/residential/interests` page, the breadcrumb renders "Residential" as a link to `/{portSlug}/residential` but no `page.tsx` exists at that path (only `clients/` and `interests/` subdirectories). Clicking the breadcrumb yields a 404. Two reasonable fixes:
> - **(a) Quickest:** create `src/app/(dashboard)/[portSlug]/residential/page.tsx` as a server component that calls `redirect(`/${portSlug}/residential/clients`)`. Single file, ~5 min, breadcrumb works immediately. Same pattern works for any other namespace-only segment that lacks a real landing page.
> - **(b) Cleaner long-term:** add a "namespace" concept to the breadcrumb generator — segments that exist only as URL parents (residential, admin if applicable, …) render as plain text (`<BreadcrumbPage>`) rather than `<BreadcrumbLink>`. Centralized in `breadcrumbs.tsx`'s `SEGMENT_LABELS` map by extending the value to `{ label, namespace?: boolean }`. ~30 min, fixes the class of problem instead of one instance.
> - **Recommendation:** ship (a) now, queue (b) if/when a second namespace-only segment hits the same issue.
> - Captured 2026-05-18 from UAT.
> - **Residential client detail header: match the main ClientDetailHeader layout** — _src/components/residential/residential-client-detail-header.tsx_ vs _src/components/clients/client-detail-header.tsx_ — the main client header is rich (`Email` / `Call` / `WhatsApp` deeplink button row using primary contact channels, `PortalInviteButton`, `GdprExportButton`, tag chips, top-right action menu with Bell/reminder + Archive/Restore state-aware + perm-gated hard-delete, archived badge with conditional dialog routing). The residential header (33 lines vs 244) shows only an eyebrow, an inline-editable name, a status badge, and place-of-residence — visually orphaned next to the main client experience.
> - **Data-model gap to bridge:** residential clients store contacts inline (`email`, `phone`, `phoneE164`, `phoneCountry` columns on `residentialClients`) rather than via the polymorphic `clientContacts` table the main model uses. Action buttons can still be wired by synthesizing a `[{ channel: 'email', value, isPrimary: true }, { channel: 'phone', value: phone, valueE164, isPrimary: true }]` shape from the inline columns. Other features need verification per residential: tags table exists? portal invite (`residential_clients` has no `clientPortalEnabled` flag → likely N/A); GDPR export (yes — applies to any natural person in EU residence; need a `residential-gdpr-export` route if not already there); archive/restore (residential uses its own service; verify the dialog component expects a `residentialClientId` or needs a separate `ResidentialSmartArchiveDialog`).
> - **Approach options:**
> - **(a) Copy-and-adapt the JSX shape, residential-specific dialogs** — fastest path. Rebuild `residential-client-detail-header.tsx` with the same layout: title row (truncated name + archived badge), meta line (country · added date), action button row (Email / Call / WhatsApp synthesized from inline columns + optional GDPR export), tag chips (if/when residential gets tags), top-right Bell + Archive/Restore + perm-gated hard-delete. Skip features that don't apply to residential (PortalInviteButton). Parallel residential-specific dialogs where the existing client dialogs don't accept a residential type. ~1.5h.
> - **(b) Extract a shared `EntityDetailHeader` primitive** — better long-term. Refactor the main `ClientDetailHeader` to consume a generic `EntityDetailHeader` that takes `{ title, eyebrow?, meta[], contacts[], tags[], topRightActions[], archived }` and renders the layout. Both client headers become thin wrappers that map their entity to the shape. ~3-4h, eliminates the divergence that just got reported, and future entity headers (companies, yachts) can adopt it too — the visual idiom would propagate for free.
> - **Recommendation:** ship (a) now for fast visual parity; queue (b) as a separate Bucket 3 refactor when there's appetite for cross-cutting work. Captured 2026-05-18 from UAT.
> - **StageStepper: surface stage names visibly on reached slices** — _src/components/clients/client-pipeline-summary.tsx:43-82_ (the shared `StageStepper`, used on every client → Interest row card via `InterestRowItem` at `src/components/clients/client-interests-tab.tsx:87`, in the hero/panel variants of `ClientPipelineSummary` — including the per-interest links rendered by `PanelVariant` — and any other caller; fix-once-in-the-shared-component means every surface benefits) — the bar today is a 6px segmented track where each of the 7 pipeline stages is an equal-width slice (filled = reached, hollow = pending). Stage names live only in the `title=` attribute (hover tooltip), so reps have to mouse over to know which slices are filled. User wants the names visible — at least for stages the interest has reached or is currently in.
> - **Recommended approach (concise):** Keep the segmented bar exactly as-is (preserves the visual rhythm + works in narrow cards). Render an inline breadcrumb row underneath with one chip per _reached_ stage — chronological left-to-right, last chip = current stage (filled-emphasis using the stage's `STAGE_BADGE` colour), prior chips in the muted variant of the same colour family with a connecting `→`. Pending stages are not labelled (the bar carries that info). Reads as: `Enquiry → Qualified → EOI` for a deal currently in EOI. ~45min.
> - **Alternative (verbose):** Convert `StageStepper` to a true horizontal stepper layout — text label above each tick, current stage bolded, past stages muted, pending stages greyed. More familiar pattern but takes more vertical space and wraps awkwardly on narrow containers (a client card with 4-5 active interests stacks them all). ~1.5h, including a `compact` prop so the hero variant can keep the dense form.
> - **Recommendation:** ship the inline breadcrumb (concise) — solves the "I can't tell what stage this is at without hovering" complaint with minimum visual footprint, and the existing `STAGE_BADGE` colour map provides the per-stage tint for free. Add a `showLabels?: boolean` prop to `StageStepper` so the dense rail-tile variants (`size="xs"`) can opt out. Captured 2026-05-18 from UAT.
> - **EntityActivityFeed: rewrite per-row rendering to surface _what_ changed** — _src/components/shared/entity-activity-feed.tsx_ (the shared per-entity timeline used on Clients / Yachts / Berths / Residential / Interest detail pages) — each row currently reads `"<actor> updated the <field>"` with the old→new values dropped on a second line, often null or rendered as a truncated JSON dump. Reps can see _something_ changed but not _what_. Several coordinated fixes — pick the subset that's worth doing in one pass:
> - **(a) Bake the value into the sentence line.** Replace `sentence()` (lines 70-77) so when both `fieldChanged` and `newValue` are present the row reads `"<actor> set <field> to <new>"` (with `(was <old>)` appended in muted text on the same line if `oldValue` exists). Eliminates the separate strikethrough line in 80% of cases and reads like a sentence, not a diff. Keeps the separate diff line only for long-form changes (notes body, descriptions) where truncation matters.
> - **(b) Type-aware value formatting beyond the four enums already handled.** `formatValueForField()` (lines 48-66) special-cases `pipelineStage`, `source`, `leadCategory`, `outcome`. Extend with: user-FK fields (`assignedTo`, `ownerId`, `createdBy`) resolved to display names via the same bulk-resolution pattern queued in the actor/diff UUID finding above; berth-FK fields (`berthId`, `primaryBerthId`) resolved to mooring number; yacht-FK / company-FK fields resolved to entity name; date columns (`outcomeAt`, `dueDate`, `startDate`) formatted as `MMM d, yyyy`; currency columns (`price`, `total`) formatted via `formatCurrency` with the row's currency code from `metadata`; boolean toggles rendered "enabled" / "disabled" instead of "true" / "false"; JSON / object values get a one-line summary (e.g. address → `"Address updated: 123 Main St → 456 Elm St"` rather than the JSON dump).
> - **(c) Compound-action verbs.** The seven `ACTION_VERBS` (lines 26-34) cover only the generic CRUD set. Many real audit-log entries use compound actions (`linked`, `unlinked`, `signed`, `sent`, `viewed`, `archived`, `set_primary`, `merged_into`, `reassigned`, …) that fall back to printing the raw action verb. Audit `audit_logs.action` distinct values for the active port and add a verb + sentence template per case, e.g. `linked` → `"<actor> linked <related-entity-label>"` (reads metadata for the related entity's id + type and renders a clickable link). Templates per action keep the sentence rendering type-safe instead of a giant switch in `sentence()`.
> - **(d) Use `metadata` for create rows.** `create` rows currently say `"<actor> created this record"`. Pull the entity's name/mooring/identifier out of `metadata` (or a small lookup if metadata's empty) so it reads `"<actor> created client <Name>"` / `"<actor> created berth <A12>"`.
> - **(e) Collapsed-session preview text.** The `SessionGroupItem` collapse (lines 245-260) currently reads `"<actor> made N changes in this session"`. Show a one-line preview of _which_ fields were touched (e.g. `"Matt changed pipeline stage, owner, and 2 more fields"`) so reps can see if the session is worth expanding without clicking.
> - Effort: ~2h for (a)+(b)+(d) (the most user-visible wins, all in this one file plus a thin bulk-resolution helper in the activity-feed service). ~1h for (c) (registry of action templates). ~30min for (e). Total ~3.5h for the full bundle, or pick (a)+(b)+(d) as the high-value MVP at ~2h. Captured 2026-05-18 from UAT — same surface as the activity-feed UUID resolution finding above (the bulk-resolution helper introduced for that finding is the prereq for (b)'s user-FK resolution; do these in one pass).
> - **Client → Companies tab: add CTA to link or create a company membership** — _src/components/clients/client-companies-tab.tsx_ (the tab, including the EmptyState at lines 44-51 and the table-populated branch at 53-101) — the tab currently shows a list of company memberships pulled from `company_memberships`; the EmptyState literally tells the rep "Add a membership from a company's detail page" — a backwards workflow that forces them to leave the client they're working on, navigate to a company, then come back. The populated view also has no "Add another" affordance.
> - **Backend ready:** `POST /api/v1/companies/[id]/members` already exists (with corresponding `PATCH` and `DELETE` on `/members/[mid]`, plus `POST /members/[mid]/set-primary`) and accepts a `clientId` in the body. No new schema work needed.
> - **UI work:** (1) Add a primary "Link or add company" button in the tab header (next to the `Company affiliations` heading), gated by `memberships.manage`. (2) Sheet with two modes — **(a) Link existing**: combobox-search across companies (use existing `/api/v1/companies/autocomplete`) + role select + isPrimary toggle + optional startDate; on submit calls `POST /api/v1/companies/{selectedCompanyId}/members` with this client's `clientId`. **(b) Create new + link**: opens `CompanyForm` in create mode (drawer-in-drawer or step 2 of the sheet); on successful create, chains the same membership POST. Toast on completion, invalidate `['client', clientId]` so the tab refreshes. (3) Replace the EmptyState's copy with one matching the new CTA ("No company memberships yet — link this client to a company below.") and surface the same button there too. (4) Each row in the populated table gets a kebab menu: "Set as primary" (POST set-primary), "Edit role / dates" (PATCH), "Remove" (DELETE with confirm).
> - **Symmetry note:** The "Companies → Members" tab already has the inverse flow (add a client to a company) — same UI primitives should be reusable; consider lifting the membership form into a shared `MembershipForm` if the divergence is small. ~1.5-2 h end-to-end. Captured 2026-05-18 from UAT.
> - **Activity feed: resolve actor + diff UUIDs to display names** — _src/components/dashboard/activity-feed.tsx (ActivityFeedInner ~line 175)_, plus the activity-feed service that loads `audit_logs` rows, plus the diff-rendering helper that produces the `"old → new"` strings — two related findings from UAT, both UUIDs leaking into the rendered card:
> - Diff entries with FK columns (e.g. `assignedTo: "—" → "mEcsLxo5kyFMyhbOSehxJjYSSD7CiLvv"`) print the raw user UUID instead of the user's display name. Root cause: `audit_logs.fieldChanged='assignedTo'` rows store the new column value as a raw string; the formatter has no type info that tells it to resolve as a user FK.
> - Actor / subject identifiers in the row meta (e.g. `"d62aadbf"` — short UUID prefix) also render raw. Same root cause: the renderer falls back to a UUID slice when the row's `actorName`/`subjectLabel` is empty.
> - Fix shape: (1) extend the audit-logs schema (or the activity-feed service) with a typed-field registry — `{ field: 'assignedTo', kind: 'user_fk' }`, `{ field: 'ownerId', kind: 'user_fk' }`, `{ field: 'reassignedTo', kind: 'user_fk' }` etc. (2) When the service hydrates rows for the feed, bulk-fetch every referenced user (`SELECT id, firstName, lastName, email FROM users WHERE id IN (…)`) and replace the raw UUID strings with display names in both the diff `old`/`new` AND the `actorName`/`subjectLabel` columns. (3) Render fallback: if the user no longer exists (deleted/never-existed), show `"Unknown user (#<short-uuid>)"` so the feed remains useful for forensics. (4) Same treatment for any _other_ FK fields that may have slipped in (yacht IDs, berth IDs, etc. — audit at finding time).
> - ~1.5-2 h end-to-end (schema-light approach via a per-field registry in code, no migration). If we ever expand to non-user FKs, generalize the registry to dispatch by entity type. Captured 2026-05-18 from UAT.
> - **EOI bundle UX rework (multi-berth interests)** — _src/lib/services/interest-berths.service.ts_, _src/components/interests/linked-berths-list.tsx_, _src/components/documents/eoi-generate-dialog.tsx_ — **DESIGN CONFIRMED 2026-05-18.** Workflow assumption: half+ of interests are multi-berth; typically one signed EOI covers many berths (e.g. A1-A10) but only the website-entry / "main" berth (e.g. A2) should show "Under Offer" on the public map. The current schema defaults (`is_specific_interest=true`, `is_in_eoi_bundle=false`) invert this — every linked berth shows publicly + nothing is bundled until ticked. Three coordinated changes:
> - **(a) Smarter insert-time defaults** in `addInterestBerth()`:
> - `is_in_eoi_bundle` → default **`true`** (any linked berth is presumed covered by the signed EOI; rep unticks for the rare carve-out case).
> - `is_specific_interest` → default **`false`** for non-primary rows; **`true`** only when the row is primary (matches "only the main berth gets publicly marked Under Offer").
> - ~30 min including unit-test coverage for the new defaults and a clarifying comment.
> - **(b) Rename + tooltip on LinkedBerthsList toggle** — "Mark in EOI bundle" → "Include in EOI" + an info popover explaining the bundle-vs-public distinction (matters more now that the two flags routinely diverge). ~15 min.
> - **(c) "EOI berth scope" picker inside the EOI Generate dialog** — at the moment of EOI generation, surface every linked berth as a row with **two** checkboxes: "In EOI bundle" and "Show on public map". Pre-fill from current flag state (which, post-(a), is mostly already correct). The picker forces the rep to consciously confirm signature scope + public visibility at the moment that question is live in their head, instead of relying on them having visited the LinkedBerthsList toggles upstream. Saving the dialog updates all `interest_berths` rows in one call before kicking off the Documenso envelope. ~1.5-2 h.
>
> Total ~2.5-3 h end-to-end. Closes the multi-berth EOI discoverability gap (plan §1 + §4.6) and matches the documented workflow expectation that public map visibility is a _subset_ of EOI bundle coverage.
1. **Berth-demand widget visual overhaul** — _src/components/dashboard/berth-heat-widget.tsx_ — original "Berth heat" widget was a generic table that read as uninspired. First pass added an editorial hero + gradient — that strayed from the standard `CardHeader`/`CardContent` idiom and looked out of place next to siblings. Final version matches `hot-deals-card.tsx`'s layout exactly (icon + title + description in CardHeader, list of `-mx-2 hover:bg-accent/60` rows in CardContent); the visual upgrade is the per-row status-coloured magnitude bar. UI label renamed "Berth Heat" → "Berth Demand" in `widget-registry.tsx`. Fixed in this session.
2. **First-class "demand" sort on the berths list** — _src/lib/services/berths.service.ts_, _src/components/berths/berth-columns.tsx_, _src/lib/validators_ — added `?sort=activeInterestCount` to the berths-list service via a correlated subquery in `customOrderBy`; attached `activeInterestCount` per row using the existing two-pass post-fetch pattern (alongside tags/latestInterestStage); added the "Active interests" column to `BERTH_COLUMN_OPTIONS` (default-visible, sortable). Widget's "View all by demand →" link deep-links to `/berths?sort=activeInterestCount&order=desc`. Saved views and the column picker can now use the same lens. Fixed in this session.
3. **Pipeline Value tile expanded with per-stage breakdown** — _src/components/dashboard/pipeline-value-tile.tsx_, _src/lib/services/dashboard.service.ts_ — replaced the single-number KPI with a richer card: gross headline + weighted forecast on top, per-stage rows below (label · mini bar · gross value · count + close-probability), and a footnote when default stage weights are in use. Service `getRevenueForecast` extended to return `grossValue`, `weight`, `totalGrossValue`, and `dealsMissingPrice` alongside the existing weighted shape; the tile pulls from `/kpis` (for gross + currency + activeInterests) and `/forecast` (for breakdown). Per-stage warning chip surfaces when berths are missing a `price` so a silently undercounted gross is visible (full coverage → "berth price missing", partial → "N of M missing price"). Leadership can now see how much of the headline is near-close vs speculative. Fixed in this session.
4. **"How weighted forecast works" info popover on the Pipeline Value tile** — _src/components/dashboard/pipeline-value-tile.tsx_ — added an `Info` icon next to the description that opens a `Popover` (click or hover) explaining the close-probability model + showing the per-stage weight table (live from `/forecast`, fallback to `STAGE_WEIGHTS` constant) + a note about whether default or per-port weights are in use. Fixed in this session.
5. **Bulk + inline berth price editing — backend complete** — _src/lib/db/schema/users.ts_, _src/lib/db/seed-permissions.ts_, _src/components/admin/roles/role-form.tsx_, _src/components/admin/users/user-permission-matrix.tsx_, _src/app/api/v1/admin/users/[id]/permission-overrides/route.ts_, _src/lib/validators/berths.ts_, _src/lib/services/berths.service.ts_, _src/app/api/v1/berths/[id]/price/route.ts_, _src/app/api/v1/berths/bulk-update-prices/route.ts_, _tests/helpers/factories.ts_ — new `berths.update_prices` permission carved out from generic `berths.edit` so sales reps can update prices without exposing the full edit surface. Permission seeded on for super_admin/director/sales_manager/sales_agent, off for viewer/residential_partner. New validators (`updateBerthPriceSchema`, `bulkUpdateBerthPricesSchema` capped at 500/batch), services (`updateBerthPrice`, `bulkUpdateBerthPrices`, both transactional + per-row audited with `fieldChanged='price'` + realtime `berth:updated` + webhook fan-out), and routes (`PATCH /api/v1/berths/[id]/price`, `POST /api/v1/berths/bulk-update-prices`). UI shipping in a follow-up — see Features bucket #1. Fixed in this session.
---
## Bucket 3 — Features / larger (> 2 h)
_New UI surfaces, new endpoints, schema migrations, multi-step flows._
> **[Umami] Larger follow-ups parked at end of 2026-05-19 build session:**
>
> - **[Umami] Tracked-link composer button (Phase 4c UI)** — _src/components/email-composer/_ (find/create) + _src/lib/services/tracked-links.service.ts (already shipped)_ — backend shipped this session: `tracked_links` + `tracked_link_clicks` tables, `/q/[slug]` redirect endpoint, `createTrackedLink` + `buildTrackedUrl` helpers, Umami `link-clicked` cross-post. The missing piece is the rep-facing UI. Recommendation: a "🔗 Tracked link" button inside the sales email composer that takes the currently-selected URL (or prompts for one), calls `createTrackedLink({portId, targetUrl, sendId})`, and inserts the resulting `/q/<slug>` URL in place of the original. Show per-link click stats on the document_sends list (companion to the Bucket 2 open-rate column). Cap: ~3-4 h including the list-side rendering of click stats. Captured 2026-05-19.
> - **[Umami] Marketing-site instrumentation (Phase 4a)** — _separate marketing-site repo, NOT this one_ — adds `umami.track('cta-clicked', {…})`, `umami.track('eoi-page-reached')`, etc. calls on the marketing site so the Events tab + cross-system funnels (Phase 3 + Phase 5) light up. Also adds a `do_not_track` opt-out checkbox to the marketing-site cookie banner so visitors who decline tracking get `localStorage.setItem('umami.disabled', '1')` and skip the script entirely. Needs to be coordinated with whoever owns the marketing-site repo — capture the schema we want them to emit (event names + payload shapes) in `docs/marketing-site-event-catalogue.md` once we know which CRM funnels we actually want to drive. ~4-6 h of marketing-repo work + ~2 h of CRM-side cataloguing. Captured 2026-05-19.
> - **[Umami] Events tab (Phase 3)** — _src/components/website-analytics/events-list.tsx (new)_ + new route — Umami's `/api/websites/:id/events` is already wrapped in `umami.service.ts` (`getEvents`, `getEventsStats`, `getEventsSeries`). Surface as a new "Events" tab on the analytics page. BLOCKED on Phase 4a — the tab is empty until the marketing site fires custom events. Cap: ~3-4 h once 4a lands. Captured 2026-05-19.
> - **[Umami] Funnels + Journeys (Phase 5)** — _src/components/website-analytics/funnel-builder.tsx (new)_ + _src/components/website-analytics/journey-flow.tsx (new)_ — Umami's `/api/websites/:id/reports/funnel` and `/journey` endpoints are wrapped (`runFunnelReport`, `runJourneyReport`). Funnel builder = pick N steps (URL or event), see per-step conversion. Journey flow = sankey-style visualisation of where visitors go after a chosen entry page. BLOCKED on Phase 4a for the event-driven half. Cap: ~6-8 h. Captured 2026-05-19; deferred to end per earlier scoping.
> - **[Umami] Click-to-filter the page from the world map** — _src/components/website-analytics/visitor-world-map.tsx_ + new `country` filter store + thread through every `useUmamiTop*` hook — `VisitorWorldMap` already accepts an `onCountryClick(iso2)` prop that's unused. Wire it to a page-wide country filter (Zustand store or URL search param `country=US`) that scopes every card on the page to that country's data. Mirrors Umami's own click-through behaviour. Cap: ~2-3 h. Captured 2026-05-19.
> - **[Umami] Per-rep `identify()` calls for attribution** — _src/components/auth/use-session.tsx (or wherever the session is hydrated)_ + _src/lib/services/umami.service.ts (new `identifyRep` wrapper)_ — call `umami.identify({sessionId, role: 'rep', repId: user.id})` on every authenticated CRM session so Umami's Sessions list can show "this lead came in while Matt was working hours". Privacy-gated: only fires for super-admin / sales-manager / sales-agent roles, never for residential-partner, never for portal-side users. Captured 2026-05-19; deferred as the privacy/value trade-off needs a product call before building.
0. **Platform-wide chart library migration: recharts → ECharts** — _src/components/dashboard/_ + _src/components/website-analytics/_ + _src/components/berths/_ — we now run two chart libraries side-by-side: ECharts (just adopted for the world choropleth + tree-shaken, canvas renderer, d3-geo projection) and recharts (everything else: berth-status donut, occupancy-timeline line, pipeline-funnel bar, lead-source pie, source-conversion bar, berth-heat-widget bars, pageviews-vs-sessions area, pipeline-value-tile mini-bars — ~8+ components). **Trade-off analysis (done 2026-05-19 during analytics build):** ECharts wins on visual polish (better default styling, smoother animations, native legend/tooltip behaviour), comprehensive chart types (sunbursts, sankeys, parallel coords, heatmaps, geo all out of the box), and canvas-renderer performance on dense series; recharts wins on React-idiom (declarative `<Area>` / `<Bar>` children vs imperative option objects) and bundle size for the very simplest charts. **Migration cost:** ~6–10 h to port the existing 8 components; each is a 50–150 LOC swap from `<ResponsiveContainer><AreaChart>…` to an `<ReactEChartsCore option={…} />` with tree-shaken module imports. **Pre-reqs already in place:** `transpilePackages: ['echarts', 'zrender', 'echarts-for-react']` added to `next.config.ts`, `d3-geo` installed, dynamic-import + canvas-renderer pattern proven on the world map. **Recommendation:** do as a single coordinated pass (consistency wins over piecemeal), gated on a free afternoon — none of the existing recharts components are buggy, this is purely about platform-wide visual + capability parity with the new analytics surfaces. Captured 2026-05-19 during the Umami flesh-out work.
1. **Bulk-price editing UI** — _src/components/berths/_, _src/components/berths/berth-columns.tsx_ — backend shipped this session (new `berths.update_prices` permission across schema + 6 role maps + admin UI + factories; validators `updateBerthPriceSchema` + `bulkUpdateBerthPricesSchema`; services `updateBerthPrice` + `bulkUpdateBerthPrices` — both per-row audited with `fieldChanged='price'`; routes `PATCH /api/v1/berths/[id]/price` + `POST /api/v1/berths/bulk-update-prices`, ≤500 berths per batch). UI work pending: (a) wire `InlineEditableField` into the price cell of `berth-columns.tsx` (click → input → PATCH) gated by `can('berths', 'update_prices')`; (b) add `bulk-price-edit-sheet.tsx` (right-side Sheet, per-row inputs, "Set all to" + "Apply % adjust" shortcuts) wired to `bulkActions` on the `<DataTable />` in `berth-list.tsx`. ~2–3 h to ship the UI.
2. **Pipeline Value tile should respect dashboard timeframe** — _src/components/dashboard/pipeline-value-tile.tsx_, _src/lib/services/dashboard.service.ts_ — the dashboard has a Today / 7d / 30d / 90d / Custom filter at the top (`Last 30 days` shown beside the greeting) but the Pipeline Value tile shows an absolute snapshot regardless. Should be constrained to the active timeframe: e.g. "Pipeline as of end of range" + "Revenue actually realized in range" (closed-won × berth price for interests whose `outcome_at` falls in the window). Needs: dashboard-wide timeframe context (Zustand store or React Query keyed by range), forecast/KPI service variants that accept a `range`, and a "realized vs forecast" line in the tile. ~3–4 h.
3. **Stylized branded PDF report exporter from the dashboard** — _new feature_ — let users pick which analytics widgets to include and export a branded (port logo + colours, header/footer) PDF report. Builds on existing `pdfme` (templates) and `pdf-lib` (filling) infra plus the per-port branding already in `system_settings`. Trigger from a "Export report" button on the dashboard header; modal lets the user toggle widgets to include (KPIs, pipeline funnel, occupancy timeline, revenue breakdown, source attribution, berth demand, hot deals, recent activity, …) and optional sections (web analytics if a per-port integration is configured — GA4/Plausible/Umami — not yet wired). Server-side rendering of the report PDF via headless Chromium or pdfme. ~6–10 h (new product surface).
4. **Web analytics integration (companion to #3)** — _new feature_ — per-port web analytics provider config in admin (GA4 / Plausible / Umami / Cloudflare), surfaced as widgets on the dashboard and ingestable into the branded PDF report. Needs: settings UI, provider adapter layer (`src/lib/integrations/analytics/`), dashboard widgets, and inclusion in the report exporter. ~8–12 h.
5. **Supplemental-info-request email: branded HTML styling** — _src/lib/email/templates/_ — the email is plain HTML (logo missing, no header card, no blurred background), inconsistent with the other branded transactional emails (portal activation / reset / login wrap content in a `BrandedAuthShell`-equivalent HTML layout per CLAUDE.md). Rebuild the template to match the table-based, max-width 600, logo + blurred overhead background look, pulling port branding from `system_settings`. ~1-2 h.
6. **Residential interests list: visual + functional parity with the main InterestList** — _src/components/residential/residential-interests-list.tsx_ vs _src/components/interests/interest-list.tsx_ + _interest-card.tsx_ + _interest-columns.tsx_ + _interest-filters.tsx_ — the residential interests page today is a slim search + stage-filter list (~200 lines). The main InterestList (~700 lines + supporting files) carries the bulk of the product idiom: card / table / kanban view modes (kanban is desktop-only), `usePaginatedQuery` with sort + saved views, full `FilterBar` (search, stage, tags, owner, source, date ranges), `ColumnPicker` for table mode, bulk actions wired to `/interests/bulk` (archive, change stage, add/remove tag), realtime invalidation across multiple event names, per-row archive flow, kebab actions, `InterestCard` rich row component. Reps switching between berth interests and residential interests today get two visually-divergent experiences for what is effectively the same conceptual surface.
> - **Scope breakdown:**
> - **(a) Card view + visual parity (highest leverage)** — replace the table-style `<li>`-per-row layout with a `ResidentialInterestCard` mirroring `InterestCard` (header with client name + stage chip + last-activity, body with preferences/notes preview, footer with quick actions). Reuse the existing `<DataTable />` primitive for the table mode so column picker + sort + bulk-select come for free. ~3-4h.
> - **(b) Export to PDF + CSV** — match the export affordance the main page has (or, if the main page lacks it, add it to both surfaces in the same pass — captured here so it lands on both). PDF: render rows + summary header via `pdfme` / `pdf-lib` (existing infra per CLAUDE.md), branded with port logo. CSV: server-side endpoint `/api/v1/residential/interests/export?format=csv|pdf` (or client-side generation if the dataset is bounded — residential volumes are typically small). Trigger from a kebab menu on the page header. ~2h.
> - **(c) Filter / sort / pagination parity** — extend the residential interests endpoint to accept the same `FilterDefinition` shape (stage, source, assignee, date range, tags) and wire `usePaginatedQuery` + `FilterBar` on the page. ~2-3h.
> - **(d) Bulk actions + saved views** — only if residential workflows actually use them (verify with the external partner team first — residential volumes may be low enough that bulk-mutate is unused). ~2h if needed, skip if not.
> - **Refactor opportunity:** much of the InterestList scaffolding is generic — there's a latent opportunity to extract an `EntityList<T>` primitive that takes `{ endpoint, columns, cardComponent, filterDefinitions, bulkActions }` and renders the whole shell. Both surfaces become thin configs. ~6-8h for the extraction + porting both lists, but pays off the next time a similar list ships (companies, yachts already have parallel lists that could adopt it). Out-of-scope for this finding; capture as a follow-up if appetite exists.
> - **Recommendation:** ship (a) + (b) in one ~5-6h pass for the high-visibility wins (cards + export). Defer (c) until the residential team complains about filter gaps. Skip (d) unless verified-needed.
> - **Companion fix:** see Bucket 1 finding "Residential namespace breadcrumb link is 404" — if the parity work lands a `/residential` landing page, that breadcrumb finding folds into this.
> - Captured 2026-05-18 from UAT.
7. **Residential inquiry → auto-forward to external partner email(s)** — _src/lib/services/residential.service.ts_ (`createResidentialInterest`), _src/app/api/public/residential-inquiries/route.ts:97_ (public intake), _src/lib/services/settings.service.ts_ + admin settings UI, _src/lib/email/templates/_ (new template), BullMQ enqueue — residential clients are managed by an external partner; every new residential inquiry needs to be forwarded automatically to one or more configured email addresses so the partner can act on it.
> - **Settings model:** new per-port `system_settings` keys: `residential_forward_enabled` (bool, default false), `residential_forward_recipients` (JSON array of email addresses — `to`), `residential_forward_cc` (JSON array, optional), `residential_forward_filter` (optional discriminator — e.g. only forward inquiries with certain `source` values or above a price/size threshold; v1 ships without this and forwards everything).
> - **Admin UI:** new section in `src/app/(dashboard)/[portSlug]/admin/settings/` ("Residential routing") with: enable toggle, recipient list editor (add/remove emails, drag-reorder, per-row "primary" flag for the To field vs CC), template preview ("Send sample to me"), and a small "Last forwarded N inquiries in the past 7 days" stat for confidence. Permission-gated by `admin.manage_settings`.
> - **Email template:** new branded HTML template `residential-inquiry-forwarded.tsx` in `src/lib/email/templates/` matching the existing branded-shell idiom (port logo + table-based layout per CLAUDE.md) — body includes inquiry fields (client name, contact channel, preferences, notes, source, submission timestamp, link to the residential interest in the CRM if the partner has portal access; otherwise a "view in CRM" stub).
> - **Send pipeline:** enqueue a BullMQ job in `createResidentialInterest` (don't send inline — keeps public intake fast + retries handle SMTP flakes). Job: render template with port branding + inquiry payload, send via existing nodemailer transport, audit a `document_sends` row per recipient for forensics. Honour the dev-only `EMAIL_REDIRECT_TO` envar (per CLAUDE.md) so QA doesn't spam the real partners.
> - **Edge cases:** retry on SMTP failure (BullMQ default retry policy); de-dup if the same inquiry triggers create twice within the dedup window (already a residential-intake concern — verify); skip forwarding when forwarding is disabled mid-flight (settings read at job time, not enqueue time, so toggle takes effect immediately).
> - **Effort:** ~3-4h for settings + template + service hook + BullMQ wiring; +1h for admin UI + sample-send button. Captured 2026-05-18 from UAT.
>
> - **Related:** see Feature 6 below — auto-link residential to existing main-client records, which fires at the same moment in the create pipeline; build (5) and (6) in one pass so the forwarded email can carry the "matched to existing CRM client X" context if a link was found.
8. **Auto-link residential interests to existing main-client records (same person)** — _src/lib/services/residential.service.ts_ (`createResidentialClient` + `createResidentialInterest`), _src/app/api/public/residential-inquiries/route.ts_, new schema migration adding _src/lib/db/schema/residential.ts_ join table, _src/components/residential/residential-client-detail-header.tsx_ + _src/components/clients/client-detail-header.tsx_ (surface the link on both sides), new admin/dev script for backfill — when the same person who exists in the main berth client list registers a residential interest (or vice-versa), the two records should auto-link so reps can see the full relationship at a glance.
> - **Why a link, not a merge:** the two pipelines are operationally distinct (different team handles residential, different lifecycle stages, different downstream services). A hard merge would conflate records that should remain queryable separately. A symbolic link preserves both records while making the relationship discoverable.
> - **Schema:** new join table `residential_client_links (id, port_id, residential_client_id, client_id, linked_at, linked_by_user_id, link_method enum('auto_email_match' | 'auto_phone_match' | 'manual'), confidence numeric(3,2), notes text)` — composite unique on `(port_id, residential_client_id, client_id)` so the same pair can't be linked twice. Both FKs ON DELETE CASCADE so dropping either side cleans the link automatically.
> - **Match logic** (at residential client/interest create time): normalize the residential `email` to lowercase and check against `client_contacts.value` WHERE `channel='email'`; normalize `phoneE164` and check against `client_contacts.valueE164` WHERE `channel='phone'`. Email match → confidence 0.95 (auto-link, log audit); phone match → confidence 0.80 (auto-link with a "candidate match" badge so the rep can confirm); both match → confidence 0.99. If multiple candidate main-clients match (shared email — family/spouse case), DO NOT auto-link; instead surface all candidates in a UI banner for the rep to pick. Same logic runs in reverse when a new main-client is created (look for matching residential client).
> - **UI surface:** on residential client detail header — small "Linked to <Main client name>" pill below the name, click-through to the main client; if a candidate match was surfaced but not auto-linked, a banner: "Possible match: <Name> (same email/phone). [Link] [Dismiss]". Mirror on the main client header. Add a "Link to existing residential client" / "Link to existing main client" button on each side for manual link creation (combobox-search across the other side). Add an "Unlink" affordance with confirm — useful when an auto-match was wrong (e.g. shared family email).
> - **Audit + telemetry:** every auto-link writes an `audit_logs` row with `action='auto_linked'`, `metadata={method, confidence}` so the org can audit auto-link accuracy. Optional admin dashboard tile showing "N residential links auto-created / manually overridden this week" for ongoing confidence in the match logic.
> - **Backfill script:** `pnpm tsx scripts/backfill-residential-links.ts` — one-pass scan of existing residential_clients vs clients for matching email/phoneE164; idempotent (skips pairs already linked); dry-run by default, `--apply` to commit. Required because the join table is new and existing records won't be auto-linked retroactively.
> - **Effort:** ~4-6h end-to-end (migration + service hook with match logic + UI on both header sides + backfill script + tests + audit). Significant scope but high-leverage: gives reps a single mental model of "this person across our two product lines" instead of two parallel records. Captured 2026-05-18 from UAT.
- **World-map heatmap of Umami visitor origins** — _new file_ `src/components/website-analytics/visitor-world-map.tsx` (heatmap card) + extend _src/lib/services/umami.service.ts_ (already returns `top-country` data via `getMetric(type: 'country')`) + viz lib choice (e.g. `react-simple-maps` + Natural Earth TopoJSON, or `@visx/geo`, or a simple SVG world from D3) — render a world choropleth colour-scaled by visitor count per country, surfaced on the Website Analytics page (and optionally on the dashboard as a separate rail widget). Hover any country to see the visitor count tooltip; click to filter the page's other widgets to that country (uses Umami `filters` query param if we extend the route to support it). Implementation notes: ISO 3166-1 alpha-2 codes map cleanly to country features in Natural Earth; cache the topojson in `public/` to avoid per-load fetch. Bundle weight ~50-80KB gzipped depending on lib choice; dynamic-import to keep it off the dashboard bundle when the widget is collapsed. ~4-6h end-to-end. Companion / overlap candidate: the "Clients by country" widget below — a single map could surface both data sources via a toggle (Umami visitors vs CRM clients/prospects) instead of two separate widgets. Captured 2026-05-18 from UAT.
7. **"Clients by country" dashboard widget** — _src/components/dashboard/_ (new file `clients-by-country-widget.tsx`), _src/components/dashboard/widget-registry.tsx_, _src/lib/services/dashboard.service.ts_ (or `analytics.service.ts` if it should live in the snapshot-cached family), _new endpoint or extension to `/api/v1/dashboard/...`_ — surface a per-country breakdown of clients (and optionally prospects — interests with `outcome` still open) so leadership can see geographic distribution at a glance. Data shape: aggregate `client_addresses` (or `clients.country` if that column exists) by `country_code` for clients that are non-archived and (for the prospect overlay) join through interests-with-open-outcome. UI options to pick from at build time: (a) compact ranked list with mini bars per row (matches `BerthHeatWidget` / `HotDealsCard` idiom — fits the rail), or (b) a choropleth/world-map (heavier; needs a viz lib like `react-simple-maps` + a topojson; better fit for the chart grid). Pick (a) by default — same footprint as existing rail tiles, no new bundle weight, and clicking a country could deep-link `/clients?country=DE`. Permissioning: gate on `clients.view`. Registry: defaultVisible: true. Effort: ~2-3 h for variant (a) + endpoint + tests; ~6-8 h for variant (b) with a real map. Captured 2026-05-18 from UAT (user request: "add a widget that breaks down prospects/clients by country as a card on the dashboard").
8. **Drag-and-drop rearrangable dashboard widgets** — _src/components/dashboard/dashboard-shell.tsx_, _src/components/dashboard/widget-registry.tsx_, _src/hooks/use-dashboard-widgets.ts_ (assumed name), _src/lib/db/schema/users.ts_ (`user_profiles.preferences`), _src/app/api/v1/me/preferences/route.ts_ — today widget order is hard-coded by registry array order, and visibility is the only user-controllable axis (persisted in `user_profiles.preferences.dashboardWidgets` as a `{ [id]: boolean }` map). Reps want to choose **which analytics show where** on their dashboard (e.g. push Pipeline Funnel to the top, demote Berth Status, swap rail order). Approach: (a) introduce a parallel `dashboardWidgetOrder: string[]` preference (ordered list of widget IDs; missing IDs render after the list in registry order so newly-added widgets always surface); (b) extend `useDashboardWidgets` to return `visibleWidgets` already sorted by this order; (c) keep the three-group layout (`chart` / `rail` / `feed`) — drag-reorder is scoped _within_ a group so the rail's narrower min-col doesn't get a chart-sized tile dropped into it (and vice versa) — moving a widget between groups stays a registry-level concern (the move-out-of-rail request that triggered this entry is an example); (d) add `@dnd-kit/core` + `@dnd-kit/sortable` (lightweight, RSC-safe, already shadcn-adjacent); (e) wrap each group's grid in a `SortableContext`, render a small grip handle on each card header that's only visible in "rearrange mode" (toggle in the existing Customize dropdown — keeps casual users from accidentally grabbing tiles); (f) on drop, optimistic-update the preference and PATCH `/api/v1/me/preferences` with the new order array; (g) realtime: not needed (per-user state). Tests: vitest for the order-merge helper, Playwright smoke for drag-drop + persistence across reload. ~4-6 h end-to-end. Captured 2026-05-18 from UAT after moving the Pipeline Value tile from rail → chart group exposed that re-shuffling widgets is currently a code change, not a user action.
9. **AI-assisted action extraction from contact-log entries** — _src/components/interests/interest-contact-log-tab.tsx_, new LLM service — current dialog already has quick-template buttons that seed `"Called the client. Discussed:\n\n• \n\nNext step: "` (and similar for in-person / email) into the summary textarea — soft structure without enforcement. Adding rigid form fields ("Topic", "Next step", "Outcome") risks killing rep adoption (sales reps notoriously avoid form-y CRMs). Better path: keep the freeform textarea + templates exactly as-is, add an **"Extract action items"** button beside Save that LLM-parses the body and returns proposed follow-ups — `create reminder for {datetime}`, `update desiredLengthFt to {n}`, `suggest stage advance to deposit_paid`, etc. Each proposal lands as a confirm-each list; rep approves individually. **AI assists, rep approves** — never silently mutates the record. Scope: ~6-10 h end-to-end (prompt engineering + LLM client + extraction schema + per-action confirm UI + audit logging of accepted/rejected proposals). Privacy considerations: contact-log entries can contain PII / financial details — route through an in-region LLM provider per the existing email/storage approach. Defer until a user is genuinely asking for it; the current template-seed pattern is fine for now.
10. **Documenso-first templates: pull templates from Documenso instead of uploading through CRM (admin UI gap)** — _src/components/admin/document-templates/template-form.tsx_ (template create/edit UI, currently uploads source PDF/HTML), _src/lib/db/schema/documents.ts:254_ (`documensoTemplateId` column already exists), _src/lib/services/document-templates.ts:611_ (`pathway: 'documenso-template'` already routes through Documenso), _src/lib/services/documenso-template-sync.service.ts_ (existing per-port EOI sync; needs generalization), _src/lib/services/documenso-client.ts_ (need a `listTemplates()` wrapper) — the schema and signing pathway support Documenso-hosted templates (the CRM stores only the Documenso template ID, Documenso owns rendering), but the admin UI today assumes the source PDF/HTML lives in the CRM. Reps who maintain their templates in Documenso can wire ONE per port (the EOI, via the existing per-port sync) but can't add other types (welcome letter, handover checklist, correspondence) as Documenso-hosted entries without DB-level intervention. Real product gap — closes the "is Documenso the source of truth, or is the CRM?" question for ports that prefer to author in Documenso.
> - **Scope:**
> - **(a) Template-source toggle** in `template-form.tsx`: radio between "Upload to CRM" (current behaviour) and "Pull from Documenso". Selecting the latter changes the form below.
> - **(b) Documenso template picker** — new combobox that calls a new `GET /api/v1/admin/documenso/templates` endpoint backed by `listTemplates()` (new wrapper in `documenso-client.ts` — v1: `GET /api/v1/templates`; v2: `GET /api/v2/envelope/template`). Lists Documenso-side templates by name + id; selecting one populates `documensoTemplateId` and `templateFormat='documenso_render'`. Cache the list for ~5 minutes per port.
> - **(c) Per-template field-mapping editor** — once a Documenso template is picked, show its field labels (pulled via `getTemplate(id)` — already exists in the sync service) alongside a select-from-merge-tokens dropdown per row. Save the mapping into the `fieldMapping` JSONB column (currently used for AcroForm; reuse the shape: `{ documensoFieldLabel: mergeToken }`). Validate against `VALID_MERGE_TOKENS` on save so the field map can't reference a non-existent CRM token.
> - **(d) "Sync now" button** — re-fetch the Documenso template, diff field labels against the saved `fieldMapping`, surface added / renamed / removed fields so the admin can update the mapping when the Documenso template changes. Generalizes the existing per-port EOI sync (`documenso-template-sync.service.ts`) to per-template.
> - **(e) Template-list page treatment** — each template row in the list shows a small badge "Hosted in Documenso" vs "CRM-managed source" so admins can tell at a glance which is which.
> - **(f) `generateAndSign` already handles this** — `pathway: 'documenso-template'` skips CRM PDF generation and calls Documenso's template-generate endpoint. No service-layer work needed beyond the new admin UI plumbing.
> - **Migration consideration:** the existing per-port EOI sync (single Documenso template ID stored in port settings) becomes redundant once per-template mapping ships — migrate the per-port pointer into a row in `document_templates` with `templateFormat='documenso_render'` + the existing `templateType='eoi'`. Then deprecate the port-setting key. Single-port-EOI flow continues to work via the same templateType lookup; admins gain the ability to add additional Documenso-hosted templates (welcome letter, etc.) using the same UI.
> - **Webhook + auto-file integration:** untouched — signing webhooks (`DOCUMENT_SIGNED`, `DOCUMENT_COMPLETED`, etc.) key on document/envelope ID, not template source, so Documenso-first templates inherit the same signing-status tracking + auto-deposit into the entity folder.
> - **Effort:** ~5-7h end-to-end (toggle + picker + listTemplates wrapper + field-mapping UI + sync button + list-row badge + migration of the per-port EOI pointer + tests). Smaller (~3-4h) if (d) sync button is deferred. Captured 2026-05-18 from UAT in answer to "what happens if we upload templates straight to Documenso? Can we pull the template through?" — answer: yes, but only the EOI flows through today; this finding closes the UI gap for the other template types.
- **[Deferred — blocked on embeddings-based recommender] Berth recommender AI admin section on `/admin/ai`** — _src/app/(dashboard)/[portSlug]/admin/ai/page.tsx_ + _src/lib/services/berth-recommender.service.ts_ — the berth recommender is currently pure SQL (per CLAUDE.md: "Rule-based today; future versions will optionally use embeddings for soft preference matching"). When/if the embeddings-based version ships, surface its admin controls on `/admin/ai` alongside the other AI-feature sections: provider override, embedding model, similarity threshold, per-call budget cap. Until then, the recommender does not call an LLM — including it under `/admin/ai` today would mislead admins into thinking they're tuning an LLM. **Action: revisit when an AI/embeddings tier is added to the recommender.** Cross-ref: parent finding "Consolidate every AI-feature admin control onto /admin/ai" in Bucket 2. Captured 2026-05-18 from UAT.
- **[Deferred — depends on Bucket 3 #7 contact-log action extraction] Contact-log AI admin section on `/admin/ai`** — when "AI-assisted action extraction from contact-log entries" (Bucket 3 #7) ships, add its admin controls to `/admin/ai`: provider override, prompt-template editor, per-call budget cap, accepted/rejected proposal stats. Cross-ref: parent finding "Consolidate every AI-feature admin control onto /admin/ai" in Bucket 2 + Bucket 3 #7 "AI-assisted action extraction from contact-log entries". Captured 2026-05-18 from UAT.
- **[Deferred — no design exists] AI inquiry-intake parsing admin section on `/admin/ai`** — if/when AI-assisted inquiry intake parsing is built (e.g. LLM normalizes inbound web-form / email inquiries into structured fields before the rep sees them), surface its admin controls on `/admin/ai`: provider override, confidence threshold for auto-accept vs human-review, fallback behaviour when the AI tier fails, per-call budget cap. No design or scope exists for this feature today — captured as a placeholder so the thought isn't lost when the AI-feature page expands. Cross-ref: parent finding "Consolidate every AI-feature admin control onto /admin/ai" in Bucket 2. Captured 2026-05-18 from UAT.
8. **Platform-wide error message audit for prod debuggability** — _cross-cutting_ — triggered by the Documenso-config diagnosis loop: the user got a generic 502 + "Invalid token" upstream message when the real cause was "no Documenso creds entered for this port (silently fell back to a stale env value)." Operators in prod can't see logs the way we can in dev; the error surface should self-describe. Two layers of work:
- **(a) Pre-flight config-shape errors at known integration boundaries** — _src/lib/services/documenso-client.ts_, _src/lib/services/storage/\*_, _src/lib/email/_, _src/lib/services/imap-bounce-poller.ts_, IMAP, SMS providers, payment gateways, etc. — when a call would fail because admin/env config is empty or unparseable, raise a typed `CodedError` _before_ the network call with an operator-facing message like `"Documenso is not configured for {portName}. Open Admin → Documenso settings to enter the API key, or set DOCUMENSO_API_KEY in env."` Include the offending setting key + port name. The `documenso-client` `resolveCreds()` is the canonical example to template from — others (IMAP, S3, SMTP, Stripe etc.) should follow the same pattern.
- **(b) User-facing error-message audit** — _src/lib/errors.ts_, all `try/catch` blocks in `src/app/api/*`, all `toastError` consumers in `src/components/*` — scan for `errorResponse(err)` paths that return generic "Something went wrong" / status codes only, and enrich with: (i) the operation that failed ("EOI generation", "Send invoice", "Upload file"), (ii) the likely cause (config missing, permission denied, conflict, etc.), (iii) the next step (where to fix it). Especially important for setting-driven features (email send accounts, storage backends, Documenso config, webhook secrets) where the real cause is one config field off-screen. The error catalog in `src/lib/errors.ts` already supports `CodedError` with operator-friendly `userMessage` — most call sites just need to populate it.
- Total scope: probably a 1-2 day audit + remediation pass. Out-of-scope items to consider during the pass: a per-port "Integrations health" admin page that probes each external integration and shows green/red with the same diagnostic copy.
---
## Bucket 4 — Bugs (severity-tagged)
_Functional defects. Tag each with `[critical|high|medium|low]` prefix._
-1. **[high] BulkAddBerthsWizard side-pontoon dropdown uses a wrong, locally-defined enum (not the canonical / admin-editable vocabulary)** — _src/components/admin/bulk-add-berths-wizard.tsx:42_ — the wizard hard-codes `const SIDE_PONTOON_OPTIONS = ['Port', 'Starboard', 'Bow', 'Stern', '']` (nautical directions). The **actual** canonical list in _src/lib/constants.ts:187_ `BERTH_SIDE_PONTOON_OPTIONS` is: `'No', 'Quay SB', 'Quay PT', 'Quay SB, Yes PT', 'Quay PT, Yes SB', 'Yes SB', 'Yes PT', 'Yes SB, PT', 'Finger SB', 'Finger PT'` — these match the original NocoDB enum + the single-berth edit form + EOI/contract surfaces. Reps using the bulk wizard end up writing `side_pontoon='Port'` / `'Starboard'` etc. to the DB — values that no other surface in the app produces or filters on. Filtering / reporting / search across the same column gives misleading results because the data has two parallel vocabularies.
> - **Additional problem:** the codebase has a full per-port vocabularies system (_src/lib/vocabularies.ts_) where `berth_side_pontoon_options` is registered as admin-editable, with defaults sourced from `BERTH_SIDE_PONTOON_OPTIONS`. The wizard not only uses the wrong list — it bypasses the admin-editability entirely. Even after fixing the values, admins won't be able to tune the list per-port unless the wizard reads through `getVocabulary('berth_side_pontoon_options')` like other surfaces should.
> - **Fix:** (a) delete `SIDE_PONTOON_OPTIONS` at line 42. (b) Replace the two `SIDE_PONTOON_OPTIONS.filter(Boolean).map(...)` blocks (lines 264 + 334) with a call to the vocabulary hook — confirm the pattern used by `BerthForm` / single-berth edit (likely `useVocabulary('berth_side_pontoon_options')` or a server-component read). (c) Audit every other dropdown in the wizard for the same pattern: `BERTH_MOORING_TYPES`, `BERTH_CLEAT_TYPES`, `BERTH_BOLLARD_TYPES`, `BERTH_ACCESS_OPTIONS` are all registered as admin-editable vocabularies — verify the wizard reads through `getVocabulary` for all of them, not a local constant. (d) **Data backfill:** the four wrong values (`Port` / `Starboard` / `Bow` / `Stern`) may already be in production rows added via this wizard — write a one-off script to either remap them (`Port → Quay PT` or similar based on the port team's intent) or null them out + flag for manual review. Coordinate with the port team before running.
> - **Effort:** ~30min for the wizard fix + dropdown audit, ~30min for the backfill script + dry-run. Total ~1h plus a stakeholder check on the remap mapping. **Severity high** because (i) silently writing out-of-vocabulary data is a long-tail data-integrity problem and (ii) it shadows the existing admin-editability infra (operators may not realize the vocab is overridable for this field because the wizard ignores it). Captured 2026-05-18 from UAT.
>
> 0. **[high] All file downloads land with a blob-UUID filename + no extension** — _src/components/dashboard/chart-card.tsx:34_ (PNG/CSV exports), _src/app/(dashboard)/[portSlug]/expenses/page.tsx:95_ (CSV/XLSX export), _src/components/clients/client-files-tab.tsx:42_, _src/components/companies/company-files-tab.tsx:42_, _src/components/interests/interest-documents-tab.tsx:72_, _src/components/interests/interest-eoi-tab.tsx:597_, _src/components/admin/backup-admin-panel.tsx:90_ — 7 separate download sites share a near-identical anchor-click pattern that creates `<a download="<name>">`, calls `.click()`, and revokes the URL — but **the anchor is never appended to the document**, so Chromium-based browsers (Comet/Arc/Chrome) silently ignore the `download` attribute and fall back to using the blob URL's UUID for the filename (no extension). Captured UAT screenshot: dashboard chart "Download PNG" lands as `939c78df-48cc-466c-a22e-53e9dea69294` 35.5 KB instead of `<chart-name>.png`. Fix: extract a single `triggerBlobDownload(blob, filename)` helper into `src/lib/utils/download.ts` that (1) `document.body.appendChild(a)`, (2) `a.click()`, (3) `a.remove()`, (4) `URL.revokeObjectURL(url)` on a microtask/next-tick so Chrome has time to read the URL. Refactor all 7 call sites to import it; delete the local copies (and the chart-card-local `triggerBlobDownload` declared at chart-card.tsx:34). ~20-30 min including manual verification of each download surface. **Affects every file-export flow** — bumping severity to high. Captured 2026-05-18 from UAT.
1. **[high] Duplicate row for berth E17 in port-nimara** — DB: two `berths` rows with `mooring_number='E17'`, both with `price=NULL`. The canonical mooring format is meant to be unique per port (see CLAUDE.md "Mooring number canonical format"). Surfaced by the dashboard tile via the new "berth price missing" chip but the root cause is missing/leaked unique constraint. Recommend: dedupe + add partial unique index on `(port_id, mooring_number) WHERE archived_at IS NULL`. Deferred per session call (warning-only UI ships now).
2. **[medium] Stage advance allowed without berth price** — Service-level: `changeInterestStage` lets an interest reach EOI/Reservation/Deposit Paid/Contract on a primary berth whose `price` is NULL. EOI doc generation downstream presumably renders blank/$0 for the quote field. Cross-port impact unknown. Recommend: add a `ValidationError("Berth price must be set before advancing past Qualified")` gate in `changeInterestStage` for stages eoi+. Deferred per session call.
3. **[high] Command-search quick-create buttons routed to dead `/new` pages** — _src/components/search/command-search.tsx_ — ZeroState "New client/yacht/company" buttons pushed `/<entity>/new?name=…` which matched the `[id]` dynamic segment and rendered the entity-not-found page. Fixed by switching to `/<entity>?create=1&prefill_name=…` (the existing `useCreateFromUrl` convention) + adding `prefill` prop support to `YachtForm` + `CompanyForm` and wiring `prefill_name` reads in their list components. Now correctly pops the create sheet pre-filled. Fixed in this session.
---
## Bucket 5 — Cross-references to active audit doc
_Manual findings that confirm or extend a finding from the full codebase audit. Format: `manual #N ↔ Audit X#N — note`._
_None yet._
---
## Append protocol
- Add new findings to the matching bucket as bullet points.
- Where a finding overlaps an audit entry, note `(see Audit X#N)` and add a back-reference line `→ confirmed in manual #<N>` in the corresponding row of `2026-05-18-full-codebase-audit.md`.
- Keep entries terse — one line where possible, file:line evidence inline.
- When promoted to a task or PR, append the commit hash inline (`fixed in <sha>`).