feat(post-audit): Phase 4 polish + Phase 2 wiring + Phase 6 cron + CLAUDE.md
Three of the master plan's "suggested execution order" items shipped this session; Phase 3b (EOI dialog overrides) deferred — estimate exceeded the remaining session time. - Phase 4 polish: yachtId field on <ReminderForm> via the existing YachtPicker, Ship-icon subtitle on <ReminderCard>, listReminders filter by yachtId, getReminder joins the yacht relation. - Phase 2 risk-signal data wiring: getInterestById derives the 3 dates (dateDocumentDeclined / dateReservationCancelled / dateBerthSoldToOther) from document_events / berth_reservations / cross-interest interest_berths in parallel — chosen over new schema columns to keep the master plan's "no new tables" promise. Threaded through to DealPulseChip. - Phase 6 cron + UI: src/jobs/processors/imap-bounce-poller.ts polls the configured IMAP mailbox (IMAP_* env), matches NDRs to recent document_sends rows via recipient + 7-day window, idempotent via bounceDetectedAt, fires email_bounced notifications on hard/soft (skips OOO). State persisted to system_settings.bounce_poller_state. Wired into maintenance queue at */15 * * * *. Admin /admin/sends page surfaces the bounce badge + reason inline. - CLAUDE.md: trimmed 27KB → ~19.5KB (~28% smaller bytes). Prose-heavy Documenso webhook / v1-v2 routing / Document folders sections rewritten as scannable bullets. Added a new "Working in this repo — skills, MCPs, agents" section promoting brainstorming/TDD/debugging/frontend-design skills, Context7/Playwright/Serena MCPs, and the Explore/feature-dev agents. Documented Phase 2 derivation choice in the data-model section. Quality gates: 1374/1374 vitest pass, tsc --noEmit clean, lint 0 errors. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -8,6 +8,7 @@ import {
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Clock,
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FileText,
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MoreHorizontal,
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Ship,
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User,
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XCircle,
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} from 'lucide-react';
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@@ -35,6 +36,7 @@ interface Reminder {
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clientId: string | null;
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interestId: string | null;
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berthId: string | null;
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yachtId: string | null;
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autoGenerated: boolean;
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snoozedUntil: string | null;
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completedAt: string | null;
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@@ -42,6 +44,7 @@ interface Reminder {
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client?: { id: string; fullName: string } | null;
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interest?: { id: string; pipelineStage: string } | null;
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berth?: { id: string; mooringNumber: string } | null;
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yacht?: { id: string; name: string } | null;
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}
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const STATUS_CONFIG = {
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@@ -111,6 +114,9 @@ export function ReminderCard({
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} else if (reminder.berth) {
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subtitleIcon = <Anchor className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />;
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subtitleText = `Berth ${reminder.berth.mooringNumber}`;
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} else if (reminder.yacht) {
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subtitleIcon = <Ship className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />;
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subtitleText = reminder.yacht.name;
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} else if (reminder.interest) {
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subtitleIcon = (
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<FileText className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
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@@ -17,6 +17,7 @@ import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/com
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import { ClientPicker } from '@/components/shared/client-picker';
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import { InterestPicker } from '@/components/shared/interest-picker';
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import { BerthPicker } from '@/components/shared/berth-picker';
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import { YachtPicker } from '@/components/yachts/yacht-picker';
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import { apiFetch } from '@/lib/api/client';
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import { usePermissions } from '@/hooks/use-permissions';
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@@ -50,11 +51,13 @@ interface ReminderFormProps {
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clientId: string | null;
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interestId: string | null;
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berthId: string | null;
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yachtId: string | null;
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} | null;
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// Pre-fill entity link when creating from entity detail pages
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defaultClientId?: string;
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defaultInterestId?: string;
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defaultBerthId?: string;
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defaultYachtId?: string;
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onSuccess: () => void;
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}
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@@ -78,6 +81,7 @@ function ReminderFormBody({
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defaultClientId,
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defaultInterestId,
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defaultBerthId,
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defaultYachtId,
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onSuccess,
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}: ReminderFormProps) {
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const isEdit = !!reminder;
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@@ -106,6 +110,7 @@ function ReminderFormBody({
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const [clientId, setClientId] = useState(reminder?.clientId ?? defaultClientId ?? '');
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const [interestId, setInterestId] = useState(reminder?.interestId ?? defaultInterestId ?? '');
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const [berthId, setBerthId] = useState(reminder?.berthId ?? defaultBerthId ?? '');
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const [yachtId, setYachtId] = useState(reminder?.yachtId ?? defaultYachtId ?? '');
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const [loading, setLoading] = useState(false);
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const [error, setError] = useState<string | null>(null);
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const { can } = usePermissions();
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@@ -133,6 +138,7 @@ function ReminderFormBody({
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clientId: clientId || undefined,
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interestId: interestId || undefined,
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berthId: berthId || undefined,
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yachtId: yachtId || undefined,
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};
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if (isEdit) {
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@@ -249,7 +255,9 @@ function ReminderFormBody({
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)}
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<div className="space-y-2">
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<Label className="text-xs text-muted-foreground">Attach to client / deal / berth</Label>
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<Label className="text-xs text-muted-foreground">
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Attach to client / deal / berth / yacht
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</Label>
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<p className="text-[11px] text-muted-foreground">
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Linking a reminder pins it onto that record so anyone who opens the page sees it on
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the Reminders tab. Useful for “chase this client for signed EOI”,
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@@ -281,6 +289,11 @@ function ReminderFormBody({
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onChange={(id) => setBerthId(id ?? '')}
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clientId={clientId || null}
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/>
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<YachtPicker
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value={yachtId || null}
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onChange={(id) => setYachtId(id ?? '')}
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placeholder="Search yachts..."
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/>
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</div>
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</div>
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@@ -39,6 +39,7 @@ interface Reminder {
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clientId: string | null;
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interestId: string | null;
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berthId: string | null;
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yachtId: string | null;
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autoGenerated: boolean;
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snoozedUntil: string | null;
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completedAt: string | null;
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