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:
@@ -622,6 +622,46 @@ export const REGISTRY: SettingEntry[] = [
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defaultValue: false,
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},
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// ─── Operations - Expenses module ─────────────────────────────────────────
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// Port-scoped gate for the entire Expenses + receipt-upload surface.
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// Defaults to enabled so existing ports keep the feature on deploy.
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// Disabling hides both sidebar entries (Expenses + How to upload
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// receipts) AND swaps the routes for a "Module disabled" placeholder so
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// bookmarks land on a meaningful page (not a 404) and direct API hits
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// are rejected at the layout boundary.
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{
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key: 'expenses_module_enabled',
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section: 'operations.expenses',
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label: 'Expenses module',
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description:
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'When enabled, reps can record expenses and upload receipts (mobile scanner + manual entry). Turning this off hides Expenses + receipt-upload from the sidebar and blocks the routes with a "module disabled" page. Disabling does not delete previously-recorded expense rows.',
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type: 'boolean',
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scope: 'port',
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defaultValue: true,
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},
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// ─── Operations - Invoices module ─────────────────────────────────────────
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// Port-scoped gate for the standalone `/invoices` flow. Audit conclusion
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// (2026-05-27, Initiative 1c): the schema is rich (invoices + invoice_line_items
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// + invoice_expenses + send/payment routes + PDF) but the dev DB has zero
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// rows. The canonical "money received" path goes via `payments`
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// (auto-advances pipeline) and the canonical expense-report path goes via
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// `expenses → invoices` only for the employee-expense use case. The sidebar
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// nav entry was removed earlier; this toggle hides the route too so
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// bookmarks land on a clear "module disabled" page instead of an orphaned
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// form. Default OFF for new ports; existing ports keep the surface visible
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// until an admin explicitly turns it off.
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{
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key: 'invoices_module_enabled',
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section: 'operations.invoices',
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label: 'Standalone invoicing module',
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description:
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'When enabled, the standalone /invoices flow (create invoice → line items → PDF → send → mark paid) is reachable. The canonical "we received money" path in this CRM goes through the Payments tab on an interest (auto-advances pipeline); the standalone invoicing surface is a separate flow primarily for employee expense reports. Disabling hides /invoices entirely (route renders a "module disabled" page); existing rows are preserved.',
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type: 'boolean',
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scope: 'port',
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defaultValue: false,
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},
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// ─── Residential - partner forwarding ──────────────────────────────────────
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{
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key: 'residential_partner_recipients',
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@@ -174,7 +174,14 @@ export async function resolveSettings(
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const out = new Map<string, ResolvedRaw>();
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await Promise.all(
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keys.map(async (k) => {
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out.set(k, await resolveSettingWithSource(k, portId));
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try {
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out.set(k, await resolveSettingWithSource(k, portId));
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} catch {
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// Unknown registry key — common when a feature stores settings via
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// its own dedicated route (e.g. branding) and a batch caller asks
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// for them by key. Skipping keeps the rest of the batch usable;
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// single-key callers via getSetting() still fail loud.
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}
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}),
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);
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return out;
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