feat(uat-batch): Group I — Residential parity (4 ships)
I34–I37 from the 2026-05-21 plan.
Shipped:
I34 Residential client header layout parity. Email / Call /
WhatsApp action buttons mirror the main ClientDetailHeader.
WhatsApp number resolves from phoneE164 (preferred) or strips
the free-text phone to digits. Header surfaces "Linked to
main client" chip when the auto-link matcher (I37) finds a
counterpart in the main CRM.
I35 Residential interests list rebuilt for parity with the main
InterestList. New ResidentialInterestCard +
getResidentialInterestColumns + residentialInterestFilter-
Definitions; the list page drives DataTable + FilterBar +
ColumnPicker + SavedViewsDropdown + bulkActions. List
endpoint validator widened to accept pipelineStage as a
string OR string[] and added a source filter. Service post-
fetches client names via a single IN-list lookup so the
table renders fullName in column 1 without N+1.
New /api/v1/residential/interests/bulk supports
change_stage + archive (100-id cap). Kanban view deferred.
I36 Residential inquiries auto-forward to partner email(s).
New registry entry residential_partner_recipients (comma-
separated) under section residential.partner.
createResidentialInterest fires
forwardResidentialInquiryToPartner after the row lands.
Helper uses the same branded shell other transactional
emails use. Failures log + never block create. The
/admin/residential-stages page picks up a registry-driven
card so admins manage recipients alongside stages.
I37 Auto-link residential ↔ main client. Migration 0080 adds
residential_clients.linked_client_id (nullable FK, SET NULL
on cascade) + partial index. New findAndLinkMatchingMainClient
service matches by email first (case-insensitive client_contacts
lookup) then by E.164 phone. First exact match wins. Fires
fire-and-forget from createResidentialClient. Header surfaces
the link via a "Linked to main client" chip. Backfill script
+ reverse-direction link from main ClientDetailHeader stay
as follow-ups.
Verified: tsc clean, vitest 1454/1454, migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1,3 +1,4 @@
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import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
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import { ResidentialStagesAdmin } from '@/components/admin/residential-stages-admin';
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import { PageHeader } from '@/components/shared/page-header';
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@@ -10,6 +11,16 @@ export default function ResidentialStagesPage() {
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description="Configure the stages residential interests flow through. Removing a stage that still has interests prompts you to reassign them before saving."
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/>
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<ResidentialStagesAdmin />
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{/* Partner forwarding — sits on the same admin page so all
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residential-only port settings live in one place. Reps still
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see every inquiry in the CRM; this is an outbound courtesy
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notification for the partner who handles residential leads. */}
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<RegistryDrivenForm
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sections={['residential.partner']}
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title="Partner forwarding"
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description="Email address(es) that receive a copy of every new residential inquiry the moment it lands. Comma-separated. Leave blank to disable."
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/>
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</div>
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);
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}
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