feat(post-audit): Phase 5 partial (4/8 templates) + 7.1 editor scaffold + per-entity reminder buttons
Phase 5 — luxury-port email tone (4 of 8 templates):
- portal-auth.tsx — activation + reset: "It's our pleasure to invite
you to the {portName} client portal — your private space to review
your berth, manage signed documents, and stay in touch with your
sales liaison", sign-off "With warm regards, The {portName} Team",
subjects "Welcome to {portName} — activate your client portal" /
"Reset your {portName} portal password".
- inquiry-client-confirmation.tsx — "We've noted your enquiry, and a
member of our team will be in touch shortly through your preferred
channel", "should anything come to mind in the meantime", sign-off
"With warm regards, The {portName} Sales Team".
- notification-digest.tsx — "Your {portName} update" header, "Here's
what's waiting for you", "With warm regards, The {portName} Team".
- document-signing.tsx — all 4 sign-offs ("Dear X, ... Thank you, The
{portName} team") rewritten to "With warm regards, The {portName} Team"
with capitalised Team for consistency.
- Voice captured from old-CRM Nuxt repo
(/Users/matt/Repos/Port Nimara/Port Nimara Client Portal/client-portal/
server/utils/signature-notifications.ts) which already used "Dear",
"Best regards", and collective sign-offs.
Remaining 4 templates (admin-email-change, crm-invite,
inquiry-sales-notification, residential-inquiry) + cross-port snapshot
tests queued as follow-up.
Phase 7.1 — PDF editor scaffold:
- New admin route /admin/templates/[id]/editor/page.tsx wired to a
client-side <TemplateEditor>.
- Renders page 1 via react-pdf (worker URL pattern mirrors
components/files/pdf-viewer.tsx); click-to-place markers in percent
coordinates so a future page-size swap doesn't shift placements.
- Token picker over VALID_MERGE_TOKENS (sorted).
- Save persists overlayPositions via PATCH against the existing
document_templates row; validator accepts the new field via
fieldMapSchema from lib/templates/field-map.ts (no migration needed
— overlay_positions JSONB column already exists).
- Outer/inner-body split + key-by-templateId remount avoids the
in-render setState antipattern when seeding from server data.
- Add + delete markers supported. Multi-page, drag, resize, preview,
new-PDF upload all defer to 7.2.
Per-entity polish:
- [+ Reminder] button on yacht / client / interest detail headers,
threading defaultYachtId / defaultClientId / defaultInterestId so the
ReminderForm opens with the entity pre-linked.
- [EOI] badge on yacht detail header when yacht.source === 'eoi-generated'
(mirrors the contacts-editor pattern shipped in eaab149).
Phase 6 hardening:
- imap-bounce-poller strips whitespace from IMAP_PASS so Google
Workspace App Passwords (16-char "abcd efgh ijkl mnop" format) work
whether pasted with or without spaces. Confirmed via Google docs that
the visual spaces are formatting only and must not reach the IMAP
server.
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:
@@ -32,12 +32,12 @@ function ClientConfirmationBody({
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<>
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<Text style={{ marginBottom: '10px', fontSize: '16px' }}>Dear {firstName},</Text>
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<Text style={{ marginBottom: '10px', fontSize: '16px' }}>
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Thank you for expressing interest in {berthText}. Our team has registered your interest, and
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we will reach out to you very shortly by your preferred method of contact with more
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information.
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Thank you for your interest in {berthText}. We've noted your enquiry, and a member of
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our team will be in touch shortly through your preferred channel with the details
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you've requested.
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</Text>
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<Text style={{ marginBottom: '10px', fontSize: '16px' }}>
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If you have any questions, please feel free to reach out to us at{' '}
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Should anything come to mind in the meantime, please don't hesitate to write to us at{' '}
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<Link
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href={safeUrl(`mailto:${contactEmail}`)}
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style={{ color: accent, textDecoration: 'underline' }}
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@@ -47,7 +47,7 @@ function ClientConfirmationBody({
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.
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</Text>
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<Text style={{ fontSize: '16px' }}>
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Best regards,
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With warm regards,
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<br />
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The {portName} Sales Team
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</Text>
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@@ -65,8 +65,8 @@ export async function inquiryClientConfirmation(
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const subject = overrides?.subject?.trim()
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? overrides.subject
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: mooringNumber
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? `Thank You for Your Interest in Berth ${mooringNumber}`
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: `Thank You for Your Interest in a ${portName} Berth`;
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? `Thank you for your interest in Berth ${mooringNumber}`
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: `Thank you for your interest in ${portName}`;
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const accent = brandingPrimaryColor(overrides?.branding);
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const body = await render(
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@@ -83,11 +83,11 @@ export async function inquiryClientConfirmation(
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const text = [
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`Dear ${firstName},`,
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'',
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`Thank you for expressing interest in ${berthText}. Our team has registered your interest, and we will reach out to you very shortly by your preferred method of contact with more information.`,
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`Thank you for your interest in ${berthText}. We've noted your enquiry, and a member of our team will be in touch shortly through your preferred channel with the details you've requested.`,
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'',
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`If you have any questions, please feel free to reach out to us at ${contactEmail}.`,
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`Should anything come to mind in the meantime, please don't hesitate to write to us at ${contactEmail}.`,
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'',
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'Best regards,',
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'With warm regards,',
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`The ${portName} Sales Team`,
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].join('\n');
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