feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work
Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
canonical address form (line1/line2/city/state/postal + ISO
subdivision + CountryCombobox). Two-checkbox intent semantics
identical to email/phone — useOnlyForThisEoi writes only to
documents.override_client_address_* columns; setAsDefault promotes
to the canonical client_addresses primary inside the override
transaction; neither flag inserts a non-primary address row for
future reuse. eoi-context route now returns available.addresses so
the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
BEFORE generateAndSign creates the document row, so source_document_id
stayed NULL. Mirrored the bounded-recent backfill pattern from
contacts into persistDocumentOverrides for both client_addresses and
yachts (every row inserted in the last 60s with NULL source_document_id
and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
dropdown + get human labels in the card view.
Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
open reminders for an entity. Mounted on Overview tab of yacht /
client / interest detail. Empty state hints at the header button
rather than duplicating it.
Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
residential-inquiry — voice + sign-off match the 4 shipped earlier
("Dear X", "With warm regards, The {portName} Team", sentence-case
subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
set up to catch port-name leaks; templates are correct in review.
Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
badge), ResizeObserver-driven responsive PDF width, required-tokens-
unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
runs the in-app pdf-lib fill against the supplied interest, uploads
to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
takes multipart FormData, magic-byte verifies %PDF-, parses page
count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
warns when the new page count truncates the prior set.
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -4,7 +4,7 @@ import { and, desc, eq } from 'drizzle-orm';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { db } from '@/lib/db';
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import { interests } from '@/lib/db/schema/interests';
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import { clientContacts } from '@/lib/db/schema/clients';
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import { clientAddresses, clientContacts } from '@/lib/db/schema/clients';
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import { errorResponse, NotFoundError } from '@/lib/errors';
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import { buildEoiContext } from '@/lib/services/eoi-context';
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@@ -45,6 +45,21 @@ export const GET = withAuth(
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.where(eq(clientContacts.clientId, interest.clientId))
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.orderBy(desc(clientContacts.isPrimary), desc(clientContacts.updatedAt));
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const addressRows = await db
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.select({
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id: clientAddresses.id,
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streetAddress: clientAddresses.streetAddress,
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city: clientAddresses.city,
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subdivisionIso: clientAddresses.subdivisionIso,
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postalCode: clientAddresses.postalCode,
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countryIso: clientAddresses.countryIso,
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isPrimary: clientAddresses.isPrimary,
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source: clientAddresses.source,
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})
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.from(clientAddresses)
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.where(eq(clientAddresses.clientId, interest.clientId))
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.orderBy(desc(clientAddresses.isPrimary), desc(clientAddresses.updatedAt));
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const available = {
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emails: contactRows
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.filter((c) => c.channel === 'email')
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@@ -58,6 +73,7 @@ export const GET = withAuth(
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channel: c.channel,
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source: c.source,
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})),
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addresses: addressRows,
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};
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return NextResponse.json({ data: { ...context, available } });
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