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:
@@ -4,7 +4,6 @@ import { db } from '@/lib/db';
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import {
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clients,
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clientContacts,
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clientNotes,
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clientRelationships,
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clientTags,
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clientAddresses,
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@@ -445,10 +444,12 @@ export async function getClientById(id: string, portId: string) {
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.where(
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and(eq(interests.portId, portId), eq(interests.clientId, id), isNull(interests.archivedAt)),
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);
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const [noteCountRow] = await db
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.select({ count: count() })
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.from(clientNotes)
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.where(eq(clientNotes.clientId, id));
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// Aggregated note count — matches what `NotesList` renders below
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// (direct client notes + interest_notes + yacht_notes for owned
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// yachts + company_notes for active memberships). Bare clientNotes
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// count would understate when the rep adds notes to linked entities.
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const { countForClientAggregated } = await import('@/lib/services/notes.service');
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const aggregatedNoteCount = await countForClientAggregated(portId, id);
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return {
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...client,
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@@ -459,7 +460,7 @@ export async function getClientById(id: string, portId: string) {
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companies: membershipRows,
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activeTenancies,
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interestCount: interestCountRow?.count ?? 0,
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noteCount: noteCountRow?.count ?? 0,
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noteCount: aggregatedNoteCount,
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clientPortalEnabled: portalEnabled,
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};
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}
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