docs(launch): reconcile tracker — mark shipped rep/source filters + 3 stale-deferred items
- rep + source multi-select filters → SHIPPED inb97f6e94- Waiting List + Maintenance Log tabs → SHIPPED in8be7a6e2(were still listed deferred) - contract/reservation paper-upload misroute fix → SHIPPED ind98aa5cc(was still listed deferred) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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@@ -91,20 +91,24 @@ everything else is post-launch polish unless promoted.
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spec's "on every report" — Operational uses a different
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"vs period start" baseline; reconcile the two semantics if a single
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consistent comparison is wanted.
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- ❌ **Rep multi-select filter** — exists implicitly via the single-rep
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leaderboard collapse, but no explicit multi-select dropdown.
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- ❌ **Source multi-select filter** — Sales has lead-category + outcome
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filters; the spec also calls for a generic `source` filter (website /
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referral / broker / manual) on every report.
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- ✅ **Rep multi-select filter** — **SHIPPED in b97f6e94** (Sales).
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Dynamic "Assigned to" multi-select populated from a window-independent
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`getRepFilterOptions` (distinct assigned reps port-wide); hidden when
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the port has no assigned interests.
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- ✅ **Source multi-select filter** — **SHIPPED in b97f6e94** (Sales).
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Static Source multi-select (website / manual / referral / broker /
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other) allowlisted against `SOURCES`. Both filters thread through the 5
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filtered Sales queries via a pure, unit-tested `parseSalesFilters`.
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_Still open: replicate both on Operational + the other report pages._
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- ❌ **Empty-state copy per report** — currently shows a skeleton; spec
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wants a "this report needs data first" hint pointing at the right
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onboarding step.
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#### Phase 2 — Sales report gaps
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- ❌ **Operational-style filter set on Sales** — beyond stage / lead-cat /
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outcome that shipped, the cross-cutting filters above (period
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comparison, rep multi-select, source multi-select) are missing.
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- ✅ **Operational-style filter set on Sales** — stage / lead-cat /
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outcome + period comparison + rep multi-select + source multi-select
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all shipped (rep/source in b97f6e94). Sales filter set is complete.
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#### Phase 2 — Operational report gaps
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@@ -585,19 +589,16 @@ unproven full builds onto a same-day prod launch.
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6 of 10 entities, per-role PII column whitelist. Architecture decided
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(per-column expression map + generic Drizzle query composer); spec
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deferred. Basic builder ships as-is.
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- **Berth Waiting List** — un-hide the existing `WaitingListManager`
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(component + API already built) + build the availability-triggered
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- **Berth Waiting List** — ✅ **SHIPPED in 8be7a6e2.** `WaitingListManager`
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tab un-hidden + wired. _Still deferred: the availability-triggered
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next-in-line notification (today only a `notifyPref` column is stored;
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no sender exists). Component currently orphaned; berth tab removed.
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- **Berth Maintenance Log** — backend (API + service) exists; needs a UI
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tab mirroring the waiting-list manager.
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- **Contract/Reservation paper-upload misroute (BUG)** — the "Upload
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paper-signed copy" button on the contract/reservation tabs POSTs to the
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EOI-only endpoint (`/external-eoi`), filing a paper-signed
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contract/reservation as an EOI. Fix: add contract/reservation
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paper-upload endpoints + point `ExternalEoiUploadDialog` at the right
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one per docType. ("Mark as signed without file" already works for all
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three types.)
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no sender exists)._
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- **Berth Maintenance Log** — ✅ **SHIPPED in 8be7a6e2.** UI tab mirroring
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the waiting-list manager, on the existing API + service.
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- **Contract/Reservation paper-upload misroute (BUG)** — ✅ **SHIPPED in
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d98aa5cc.** Added contract/reservation paper-upload endpoints +
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pointed `ExternalEoiUploadDialog` at the right one per docType, so a
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paper-signed contract/reservation no longer files as an EOI.
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- **Marketing + Financial reports** — remain unbuilt + now hidden; gated
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on Init 1b (website UTM/inquiry cutover) and Init 1c (invoices-module
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decision) respectively.
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