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:
2026-05-18 17:09:19 +02:00
parent f938847ed9
commit ef0dc5abc4
18 changed files with 1532 additions and 204 deletions

View File

@@ -109,12 +109,29 @@ export const generateAndSignSchema = generateSchema.extend({
* EOI's Length/Width/Draft formValues. The drawer's toggle drives this;
* server defaults to the yacht's `lengthUnit` column when omitted. */
dimensionUnit: z.enum(['ft', 'm']).optional(),
/** Phase 3b — optional per-field overrides applied at generation. */
/** Phase 3b/3-follow-up — optional per-field overrides applied at generation. */
overrides: z
.object({
clientEmail: fieldOverrideSchema.optional(),
clientPhone: fieldOverrideSchema.optional(),
yachtName: fieldOverrideSchema.optional(),
// Phase 3 follow-up — multi-component address override. Treated as
// one logical "field" with one pair of checkboxes (the dialog
// surfaces it that way, and the side-effects helper applies the
// intent to the whole address rather than per-component).
clientAddress: z
.object({
line1: z.string().max(500).optional(),
line2: z.string().max(500).optional(),
city: z.string().max(200).optional(),
subdivisionIso: z.string().max(20).optional(),
postalCode: z.string().max(50).optional(),
countryIso: z.string().length(2).optional(),
useOnlyForThisEoi: z.boolean().default(false),
setAsDefault: z.boolean().default(false),
addressId: z.string().uuid().optional(),
})
.optional(),
})
.optional(),
});