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docs(uat): annotate M43 + plan with SHIPPED markers

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Closes plan item 43 in the remaining-plan doc; alpha-uat-master annotated
with the SHA. Per CLAUDE.md's "annotate the master doc" rule after a
batch ships.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt
2026-05-22 12:53:12 +02:00
parent 91be0f9136
commit f6cb733424
2 changed files with 2 additions and 2 deletions
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2
docs/superpowers/audits/2026-05-21-remaining-plan.md
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@@ -157,7 +157,7 @@ Surfaces all touch `interest-tabs.tsx` / `interest-overview` / linked-berths. Gr
## Group M — Universal preview + form-templates (~12-16 h)
42. **[L] Universal in-system preview for every file type** — extend FilePreviewDialog beyond PDF + images. .docx / .xlsx / .pptx via google-doc-viewer iframe or libreoffice headless; .txt / .csv / .md inline; .eml / .msg via mailparser; .zip see-into. ~6-10 h.
43. **[L] Form-template fields bind to Interest/Client data — autofill, override-preservation history, dual-surface audit trail** — _src/lib/db/schema/documents.ts:290-309_ (`formTemplates.fields` JSONB) + the New-form-template dialog UI + supplemental-forms.service.ts + new `interest_field_history` table + Interest/Client detail surfaces. ~8-12 h.
43. **[SHIPPED in 91be0f9] Form-template fields bind to Interest/Client data — autofill, override-preservation history, dual-surface audit trail** — `bindable-fields.ts` catalog + `formFieldSchema.bindTo` allow-list + admin sheet "Bind to" picker; `applySubmission` extended to write phone + yacht diffs (was silently updating) and address-insert overrides; `/api/v1/clients/[id]/field-history` mirror endpoint; `<FieldHistoryProvider>` + `<FieldHistoryIcon>` mount on Client + Interest Overview tabs and ContactsEditor. Note: addresses tab + yacht detail surface still need the icon wired (5-min follow-up).
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docs/superpowers/audits/alpha-uat-master.md
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@@ -522,7 +522,7 @@ _New UI surfaces, new endpoints, schema migrations, multi-step flows._
> - **[Umami] Click-to-filter the page from the world map** — _src/components/website-analytics/visitor-world-map.tsx_ + new `country` filter store + thread through every `useUmamiTop*` hook — `VisitorWorldMap` already accepts an `onCountryClick(iso2)` prop that's unused. Wire it to a page-wide country filter (Zustand store or URL search param `country=US`) that scopes every card on the page to that country's data. Mirrors Umami's own click-through behaviour. Cap: ~2-3 h. Captured 2026-05-19.
> - **[Umami] Per-rep `identify()` calls for attribution** — _src/components/auth/use-session.tsx (or wherever the session is hydrated)_ + _src/lib/services/umami.service.ts (new `identifyRep` wrapper)_ — call `umami.identify({sessionId, role: 'rep', repId: user.id})` on every authenticated CRM session so Umami's Sessions list can show "this lead came in while Matt was working hours". Privacy-gated: only fires for super-admin / sales-manager / sales-agent roles, never for residential-partner, never for portal-side users. Captured 2026-05-19; deferred as the privacy/value trade-off needs a product call before building.
0. **Form-template fields bind to Interest/Client data — autofill, override-preservation history, dual-surface audit trail** — _src/lib/db/schema/documents.ts:290-309 (`formTemplates.fields` JSONB)_ + the New-form-template dialog UI (admin/forms) + _src/lib/services/supplemental-forms.service.ts_ (resolve + submit paths) + new `interest_field_history` table (or extend `audit_logs` with a dedicated `source='supplemental_form'` tag) + Interest detail + Client detail views (surface the override trail). Substantial feature touching the template builder, the public-facing supplemental form, and two record views.
0. **SHIPPED in 91be0f9:** Form-template fields bind to Interest/Client data — autofill, override-preservation history, dual-surface audit trail. Catalog (`bindable-fields.ts`) + `formFieldSchema.bindTo` allow-list + admin "Bind to" picker; `applySubmission` writes phone/yacht/insert-path diffs that were previously silent; clients endpoint mirrors the existing interest one; `<FieldHistoryProvider>` + inline clock icon next to each editable field on Client + Interest Overview tabs and ContactsEditor (per UX spec d-i). Original spec follows for reference; UI uses a clock icon rather than "i" but the popover content matches.
> - **(a) Template-builder: bind each field to an Interest/Client data point via dropdown.** Today's Field row asks for a freetext `key` + `label` + `type`. Replace `key` with a dropdown listing every bindable data point keyed by a stable token, e.g.:
> - Interest-scoped: `interest.desiredLengthFt`, `interest.desiredWidthFt`, `interest.desiredDraftFt`, `interest.notes`, `interest.source`, `interest.tags`, ...
> - Client-scoped: `client.fullName`, `client.dateOfBirth`, `client.nationality`, `client.passportNumber`, `client.residentialAddress`, ...