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feat(uat-batch): Group A quick-fixes — 7 items shipped, 5 verified pre-shipped

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Sweeps Group A of the 2026-05-21 remaining-plan. Several items the
plan listed as open turned out to already be shipped (annotation gap
in the master doc) — those are confirmed in the commit notes.

Shipped now:
  A1  Documenso settings: collapsed `V2_FEATURE_FIELDS` +
      `CONTRACT_RESERVATION_FIELDS` (legacy SettingsFormCard) into
      `RegistryDrivenForm` sections (`documenso.behavior` +
      `documenso.templates`). Every Documenso setting now flows
      through the registry path that surfaces the env-fallback /
      port / global source badge per field. EOI generation card
      retitled to "Templates & signing pathway" since it now covers
      EOI + reservation + contract template IDs (registry already
      had all three under `documenso.templates`).
  A2  WatchersCard empty state: bumped `mb-3 → mb-4 pb-1` so the
      "No one is watching yet" line has breathing room above the
      "Add a watcher…" select.
  A4  /invoices/upload-receipts guide copy: terse luxury-CRM tone.
      Drop "Snap a photo", "fancy phone camera", "No typing. No
      spreadsheets." Tighten OCR explainer to one sentence;
      action-oriented step + best-practices headers.
  A5  Pageviews chart X-axis: added `interval="preserveStartEnd"` +
      `minTickGap={52}` so multi-week ranges thin out the middle
      ticks instead of overlapping. The MM-DD formatter was already
      in place from an earlier session.
  A7  Inbox doc comment: was stale ("Alerts first, Reminders
      second") but the JSX already had Reminders before Alerts.
      Fixed the docstring.
  A9  CommandList scroll-cap: `max-h-[300px]` now `max-h-[min(300px,
      var(--radix-popover-content-available-height,300px))]` so the
      cmdk list never extends past the host Popover's available
      area. Non-Popover hosts fall through to the 300px static cap.
  A10 DropdownMenuContent: `max-h-96` now
      `max-h-[min(24rem,var(--radix-dropdown-menu-content-
      available-height,24rem))]` for the same available-space
      behaviour on long menus near the viewport edge.
  A11 Residential InterestsTab (list page): row gets an onClick →
      `router.push`; first-cell Link stops propagation so middle-
      click / Cmd-click "open in new tab" still works.
  A12 StageStepper: gained a stage-name row below the bar showing
      every reached stage's short label inline (muted for future
      stages). `size="xs"` variant keeps the cramped table-cell
      footprint intact (no labels).

Already shipped (just annotation gap in master doc):
  A3  EOI "Mark as signed without file" button — line 599 of
      interest-eoi-tab.tsx, parent passes onMarkSigned. Master doc
      already has `SHIPPED in 52342ee` annotation.
  A6  Pageviews vs Sessions explainer — Info popover at line
      157-181 of website-analytics-shell.tsx.
  A8  BulkAddBerthsWizard CurrencySelect — line 376 (apply-to-all)
      + line 456 (per-row).

Verified: tsc clean, vitest 1454/1454.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt
2026-05-21 21:34:20 +02:00
parent a555798cfe
commit e33313bd64
10 changed files with 148 additions and 160 deletions
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111
src/components/invoices/upload-receipts-guide.tsx
View File

@@ -26,9 +26,9 @@ export function UploadReceiptsGuide({ portSlug }: Props) {
return (
<div className="space-y-6">
<PageHeader
title="How to upload receipts for reimbursement"
title="Receipt upload"
eyebrow="Business expenses"
description="When you spend your own money on a business expense for the marina, use this to log it. Snap a photo of the receipt with your phone, the system reads it for you, and finance approves it on the parent company's side."
description="Capture an out-of-pocket business expense by photographing the receipt. OCR extracts vendor, date, total, and currency; finance reviews and reimburses."
variant="gradient"
actions={
<Button asChild>
@@ -41,27 +41,22 @@ export function UploadReceiptsGuide({ portSlug }: Props) {
}
/>
{/* What it does, in plain English */}
{/* What it does */}
<section className="rounded-xl border border-border bg-card p-5 shadow-xs">
<div className="flex items-start gap-3">
<div className="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-brand/10 text-brand">
<Sparkles className="h-5 w-5" aria-hidden />
</div>
<div className="min-w-0 flex-1">
<h2 className="text-base font-semibold">What does it actually do?</h2>
<h2 className="text-base font-semibold">What it does</h2>
<p className="mt-1 text-sm text-muted-foreground">
You paid out of pocket for something the marina needs (fuel, hardware, a part run,
lunch with a broker). Snap a photo of the receipt and this tool turns it into a
reimbursement request. It pulls out the vendor, the date, the total, and the currency,
drops them into the expense form, and queues the whole thing for the parent
company&apos;s finance team to approve and pay you back.
Photograph the receipt; the scanner extracts the vendor, date, total, and currency
into a pre-filled expense record. Finance reviews and reimburses from the parent
company.
</p>
<p className="mt-2 text-sm text-muted-foreground">
The behind-the-scenes part is called OCR (short for &ldquo;optical character
recognition&rdquo;). Think of it as a fancy phone camera that knows how to read
printed text. Combined with a bit of AI to figure out which number is the total and
which is the tax, it turns a paper receipt into a ready-to-save expense in about five
seconds. No typing. No spreadsheets. No chasing finance for the form.
Extraction uses on-device OCR with AI-assisted field detection. Typical turnaround
from photograph to saved record is under ten seconds.
</p>
</div>
</div>
@@ -72,12 +67,12 @@ export function UploadReceiptsGuide({ portSlug }: Props) {
<Step
number={1}
icon={<Smartphone className="h-5 w-5" />}
title="Add the scanner to your phone"
description="One-time setup. After this, the scanner opens like a normal app from your home screen."
title="Install the scanner"
description="One-time setup. The scanner then opens from the home screen like any native app."
>
<PlatformBlock
icon={<Apple className="h-4 w-4" />}
label="iPhone or iPad (Safari)"
label="iPhone / iPad (Safari)"
steps={[
<>
Open{' '}
@@ -85,20 +80,20 @@ export function UploadReceiptsGuide({ portSlug }: Props) {
href={scannerUrl as never}
className="text-brand underline-offset-2 hover:underline"
>
this link
the scanner
</Link>{' '}
in Safari on your phone.
in Safari.
</>,
'Tap the Share button at the bottom of the screen (the square with the arrow pointing up).',
'Tap the Share icon.',
<>
Scroll down and tap <span className="font-medium">Add to Home Screen</span>.
Select <span className="font-medium">Add to Home Screen</span>.
</>,
'Confirm the name "Scanner" and tap Add. The icon now sits on your home screen.',
'Confirm to install.',
]}
/>
<PlatformBlock
icon={<Globe className="h-4 w-4" />}
label="Android phone (Chrome)"
label="Android (Chrome)"
steps={[
<>
Open{' '}
@@ -106,16 +101,15 @@ export function UploadReceiptsGuide({ portSlug }: Props) {
href={scannerUrl as never}
className="text-brand underline-offset-2 hover:underline"
>
this link
the scanner
</Link>{' '}
in Chrome on your phone.
in Chrome.
</>,
'Tap the three-dot menu in the top-right corner.',
'Open the three-dot menu.',
<>
Tap <span className="font-medium">Install app</span> (older versions of Chrome say{' '}
<span className="font-medium">Add to Home screen</span>).
Select <span className="font-medium">Install app</span>.
</>,
'Confirm to install. The icon now sits on your home screen.',
'Confirm to install.',
]}
/>
</Step>
@@ -123,63 +117,54 @@ export function UploadReceiptsGuide({ portSlug }: Props) {
<Step
number={2}
icon={<Camera className="h-5 w-5" />}
title="Snap a photo of a receipt"
description="Open the scanner from your home screen and follow the prompts. The whole thing takes about ten seconds."
title="Capture a receipt"
description="Launch the scanner and follow the on-screen prompts."
>
<ol className="space-y-3 pl-4 text-sm text-muted-foreground list-decimal">
<li>
<span className="font-medium text-foreground">Tap the camera tile.</span> Your phone
opens its camera. Hold the receipt flat, get the whole thing in the frame, and snap.
<span className="font-medium text-foreground">Tap the camera tile.</span> Centre the
receipt flat and within the frame; capture.
</li>
<li>
<span className="font-medium text-foreground">Wait a few seconds.</span> The system
reads the receipt and fills in the merchant, date, total, and currency for you. A
loading spinner shows while this happens.
<span className="font-medium text-foreground">Review the extracted fields.</span>{' '}
Vendor, date, total, and currency populate automatically. Correct any field by tapping
it; category is the field most often set manually.
</li>
<li>
<span className="font-medium text-foreground">Glance over the numbers.</span> Most of
the time everything is correct. If something looks off (wrong total, wrong category),
tap the field and fix it. The category is the field you most often need to set
yourself.
</li>
<li>
<span className="font-medium text-foreground">Tap Save.</span> The receipt becomes a
pending expense ready for reimbursement. The parent company&apos;s finance team will
review it on the{' '}
<span className="font-medium text-foreground">Save.</span> The record lands as a
pending expense for finance review on the{' '}
<Link
href={`/${portSlug}/expenses` as never}
className="text-brand underline-offset-2 hover:underline"
>
Expenses page
</Link>{' '}
and approve it for payback. You can check the status of any expense you submitted from
there too.
</Link>
. Submission status is visible from the same view.
</li>
</ol>
</Step>
</div>
{/* Tips */}
{/* Best practices */}
<div className="rounded-xl border border-dashed border-border bg-muted/30 p-5">
<h3 className="text-sm font-semibold">Tips for the best results</h3>
<h3 className="text-sm font-semibold">Best practices</h3>
<ul className="mt-2 space-y-1.5 text-sm text-muted-foreground list-disc pl-5">
<li>
Get the whole receipt in the frame. If the edges are cut off, the total or date might be
missed and finance might bounce it back to you.
Frame the entire receipt. Cropped edges can drop the total or date and trigger a finance
review.
</li>
<li>Hold the camera steady. Blurry photos are harder to read. Retake if needed.</li>
<li>Hold steady; bright, even lighting yields the most reliable extraction.</li>
<li>
Receipts in foreign currencies are fine. The scanner picks up the currency code if it is
printed on the slip. The parent company handles the conversion when they reimburse you.
</li>
<li>If the camera looks dim, just turn on a light. Bright, even lighting works best.</li>
<li>
Add a quick note in the description if the expense needs context (who you met, what the
part was for, etc.). Saves finance from having to ask.
Foreign currencies are supported when the currency code is printed on the slip;
conversion is handled at reimbursement.
</li>
<li>
Lost the home-screen icon? Open this page on your phone again and tap the{' '}
<span className="font-medium">Open scanner</span> button at the top.
Add context in the description field where relevant (counterparty, purpose) to
accelerate finance approval.
</li>
<li>
Lost the home-screen shortcut? Reopen this page on the device and select{' '}
<span className="font-medium">Open scanner</span>.
</li>
</ul>
</div>
@@ -241,7 +226,7 @@ function PlatformBlock({
</ol>
<div className="mt-2 flex items-center text-xs text-muted-foreground/80">
<ArrowRight className="mr-1 h-3 w-3" aria-hidden />
Done. The scanner now opens from your home screen like a normal app.
The scanner now launches from the home screen.
</div>
</div>
);