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

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@@ -0,0 +1,22 @@
-- 0089_website_submissions_utm.sql
--
-- Capture UTM attribution columns on website_submissions so the
-- Marketing report (and downstream attribution analysis) can group
-- inquiries by campaign / source / medium without re-parsing the JSON
-- payload on every read.
--
-- All five columns are nullable: UTM presence is opportunistic
-- (driven by whatever the marketing site's tracker plumbed through),
-- not a hard requirement on intake. Index over (port_id, utm_source,
-- received_at) makes "campaign performance for the last 90 days" a
-- single index scan.
ALTER TABLE website_submissions
ADD COLUMN utm_source text,
ADD COLUMN utm_medium text,
ADD COLUMN utm_campaign text,
ADD COLUMN utm_term text,
ADD COLUMN utm_content text;
CREATE INDEX idx_ws_utm_source
ON website_submissions (port_id, utm_source, received_at);

View File

@@ -54,6 +54,15 @@ export const websiteSubmissions = pgTable(
/** Capture-time metadata for debugging. */
sourceIp: text('source_ip'),
userAgent: text('user_agent'),
/** UTM attribution columns. Opportunistic — populated when the
* marketing site's tracker pulled them out of the query string or
* the referrer. Indexed jointly with port_id + received_at via
* migration 0089 for fast per-campaign rollups. */
utmSource: text('utm_source'),
utmMedium: text('utm_medium'),
utmCampaign: text('utm_campaign'),
utmTerm: text('utm_term'),
utmContent: text('utm_content'),
receivedAt: timestamp('received_at', { withTimezone: true }).notNull().defaultNow(),
/** Triage workflow state. Default 'open'; transitions to
* 'converted' (operator created a client/interest from this row),
@@ -70,6 +79,7 @@ export const websiteSubmissions = pgTable(
index('idx_ws_port_received').on(table.portId, table.receivedAt),
index('idx_ws_kind').on(table.kind),
index('idx_ws_triage_state').on(table.portId, table.triageState, table.receivedAt),
index('idx_ws_utm_source').on(table.portId, table.utmSource, table.receivedAt),
],
);