feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers

Bundles the rest of the in-flight work from this UAT round into one
checkpoint. Each sub-area is independent; see the headings below.

UAT polish (drained 11 findings from active-uat.md):
- Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl →
  sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews
  aren't cramped at 1440-1920px.
- Notes tab badge aggregation: new countFor{Client,Yacht,Company}
  Aggregated helpers in notes.service mirror the listFor*Aggregated
  symmetric-reach joins. yacht-tabs + company-tabs render the
  badge; client-tabs already had badge support.
- Supplemental-info form polish bundle: BrandedAuthShell gains a
  `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of
  fixed inset-0 pin so long forms scroll naturally). Form picks up
  port branding (logoUrl + backgroundUrl + appName) via
  loadByToken. Address fields completed (street + city + region +
  postal + country). Port name eyebrow + success-state copy added.
- new-document-menu Upload-file landing toast: per-file completion
  emits toast.success with action link to the destination entity
  or folder.
- interest-tabs OverviewTab "from client" pill on Email + Phone
  rows via new EditableRow `inheritedFrom` prop.
- create-document-wizard subject picker → segmented button strip
  (5 types visible at once).

Launch infra:
- UTM column wiring (Init 1b step 4): migration
  0089_website_submissions_utm.sql adds utm_source/medium/campaign/
  term/content + composite index (port_id, utm_source, received_at)
  for per-campaign rollups. website-inquiries intake accepts the
  five fields. Residential intake intentionally untouched per audit
  scope.
- Invoicing module gate (Init 1c spike): new
  invoices-module.service + invoices layout guard + registry entry
  invoices_module_enabled (default false). Audit conclusion in
  launch-readiness.md: payments table is canonical money path;
  /invoices flow is parallel infrastructure now hidden by default.

Smart-back navigation refactor:
- Replaced breadcrumb component with history-aware Back button.
  New route-labels.ts + use-smart-back hook +
  navigation-history-tracker so back falls through to the parent
  route when there's no prior page in history.
- Sidebar / topbar / mobile-topbar adopt the new pattern; old
  breadcrumb-store kept for back-compat consumers but the
  breadcrumbs component is gone.
- 6 detail pages (admin/errors per-id + codes, invoices/
  upload-receipts, reports kind, tenancies detail, analytics
  metric, client detail) migrated.

Trackers + docs:
- docs/launch-readiness.md — master pre-launch tracker. Includes
  the reports gap audit (cross-cutting filter set, Marketing +
  Financial blockers, custom builder remaining entities, scheduled
  CSV/XLSX, template scope picker).
- docs/superpowers/audits/active-uat.md — 15 findings flipped
  OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining
  (each blocked on user input or cross-repo).
- CLAUDE.md — minor session notes carried forward.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-27 22:42:37 +02:00
parent 3bdf59e917
commit cb8292464c
62 changed files with 2944 additions and 662 deletions

View File

@@ -372,6 +372,14 @@ const GROUPS: AdminGroup[] = [
keywords: [
'client portal',
'client portal enabled',
'tenancies',
'tenancies module',
'tenancy',
'tenancy tracker',
'lease',
'lease windows',
'renewals',
'transfers',
'ai',
'ai interest scoring',
'ai email drafts',

View File

@@ -1,22 +1,38 @@
'use client';
import { useState } from 'react';
import { useCallback, useEffect, useState } from 'react';
import Link from 'next/link';
import { useParams } from 'next/navigation';
import type { Route } from 'next';
import { ArrowRight, Eye, Send } from 'lucide-react';
import { ArrowRight, Eye, RefreshCw, Send } from 'lucide-react';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { apiFetch } from '@/lib/api/client';
interface PreviewResponse {
data: { subject: string; html: string };
}
interface TemplateRegistryResponse {
data: Array<{ id: string; label: string; description: string }>;
}
// Sentinel value for the Generic preview option. Select forbids empty-string
// values, so we use a literal that the GET handler doesn't recognise as a
// templateId and falls through to the generic sample.
const GENERIC_VALUE = '__generic__';
/**
* Live preview of the branded transactional email shell plus a
* "send a test" affordance. Both use the current port's branding so
@@ -31,18 +47,45 @@ export function EmailPreviewCard() {
const [loadingPreview, setLoadingPreview] = useState(false);
const [testEmail, setTestEmail] = useState('');
const [sending, setSending] = useState(false);
const [templates, setTemplates] = useState<TemplateRegistryResponse['data']>([]);
const [templateId, setTemplateId] = useState<string>(GENERIC_VALUE);
async function refreshPreview() {
setLoadingPreview(true);
try {
const res = await apiFetch<PreviewResponse>('/api/v1/admin/branding/email-preview');
setSubject(res.data.subject);
setHtml(res.data.html);
} catch (err: unknown) {
toast.error(err instanceof Error ? err.message : 'Preview failed');
} finally {
setLoadingPreview(false);
}
// Pull the registry once on mount so the dropdown reflects every
// transactional template the system can emit. The same list backs the
// per-template tester on /admin/email - this card surfaces it inline
// with the branding controls so the visual feedback loop is tight.
useEffect(() => {
apiFetch<TemplateRegistryResponse>('/api/v1/admin/email/test-template')
.then((res) => setTemplates(res.data))
.catch(() => {
/* non-fatal - the generic preview still works without the registry */
});
}, []);
const refreshPreview = useCallback(
async (id: string = templateId) => {
setLoadingPreview(true);
try {
const qs = id === GENERIC_VALUE ? '' : `?templateId=${encodeURIComponent(id)}`;
const res = await apiFetch<PreviewResponse>(`/api/v1/admin/branding/email-preview${qs}`);
setSubject(res.data.subject);
setHtml(res.data.html);
} catch (err: unknown) {
toast.error(err instanceof Error ? err.message : 'Preview failed');
} finally {
setLoadingPreview(false);
}
},
[templateId],
);
function onTemplateChange(next: string) {
setTemplateId(next);
// Auto-refresh when the user picks a different template so they don't
// have to chase a separate "Refresh" click for every selection. Save +
// re-render of branding fields still requires the visible Refresh
// button (we can't auto-detect a save).
void refreshPreview(next);
}
async function sendTest() {
@@ -51,7 +94,10 @@ export function EmailPreviewCard() {
try {
await apiFetch('/api/v1/admin/branding/email-preview', {
method: 'POST',
body: { recipient: testEmail },
body: {
recipient: testEmail,
templateId: templateId === GENERIC_VALUE ? null : templateId,
},
});
toast.success(`Test email queued to ${testEmail}`);
} catch (err: unknown) {
@@ -68,17 +114,45 @@ export function EmailPreviewCard() {
<div>
<CardTitle>Preview & test</CardTitle>
<CardDescription>
Renders a sample transactional email with the current port&apos;s branding. Save
changes first, then refresh the preview to see them.
Renders a sample transactional email with the current port&apos;s branding. Switch
templates to see how each one looks. Save branding changes first, then click Refresh
to pick up the new logo / colour / background.
</CardDescription>
</div>
<Button variant="outline" size="sm" onClick={refreshPreview} disabled={loadingPreview}>
<Eye className="mr-1.5 h-4 w-4" />
{loadingPreview ? 'Loading…' : html ? 'Refresh preview' : 'Show preview'}
<Button
variant="outline"
size="sm"
onClick={() => refreshPreview()}
disabled={loadingPreview}
>
{html ? (
<RefreshCw className="mr-1.5 h-4 w-4" aria-hidden />
) : (
<Eye className="mr-1.5 h-4 w-4" aria-hidden />
)}
{loadingPreview ? 'Loading…' : html ? 'Refresh' : 'Show preview'}
</Button>
</div>
</CardHeader>
<CardContent className="space-y-4">
<div className="flex flex-wrap items-center gap-2">
<Label htmlFor="template-select" className="text-xs font-medium text-muted-foreground">
Template
</Label>
<Select value={templateId} onValueChange={onTemplateChange}>
<SelectTrigger id="template-select" className="w-full sm:w-[320px]">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value={GENERIC_VALUE}>Generic sample (branding only)</SelectItem>
{templates.map((t) => (
<SelectItem key={t.id} value={t.id}>
{t.label}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
{html ? (
<div className="space-y-2">
<div className="text-xs text-muted-foreground">

View File

@@ -55,6 +55,14 @@ const KNOWN_SETTINGS: Array<{
type: 'boolean',
defaultValue: false,
},
{
key: 'expenses_module_enabled',
label: 'Expenses Module',
description:
'Enable the expenses + receipt-upload surface for this port. Disabling hides both sidebar entries (Expenses and How to upload receipts) and blocks the routes with a "module disabled" page, so bookmarks land somewhere meaningful instead of 404-ing. Previously-recorded expense rows are preserved if you re-enable.',
type: 'boolean',
defaultValue: true,
},
{
key: 'ai_interest_scoring',
label: 'AI Interest Scoring',