Batch #4 UAT items.
1. Documents — clicking any file dumped raw presigned-URL JSON. Was
systemic: 6 surfaces linked a browser directly at the JSON-returning
/files/[id]/{download,preview} routes. Those routes now 302-redirect
when called with ?redirect=1 (default stays JSON for the dialog +
interest-eoi-tab programmatic consumers); the six <Link> sites use it.
The documents-hub file row now opens the inline FilePreviewDialog +
has a per-row Download button, and the preview dialog header gained a
persistent Download button for all file types.
2. Clients-by-country — the widget's "+N more" dead text is now a
"Show all" link to a new /clients/by-country page rendering the full
ranked country breakdown (each row drills into the filtered list).
3. Residential clients list — moved off its bespoke table onto the
shared DataTable + ColumnPicker (same UX as clients/interests). Adds
a "Date added" column, default-hides the empty "Residence" column,
preserves the mobile card view, persists per-user column choices.
tsc clean, eslint clean, 1584/1584 vitest.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- .docx now renders client-side via docx-preview (fetches bytes from our
own storage; works with private MinIO/disk). Drops Microsoft's hosted
Office viewer which can't reach a private object store.
- add office (.docx/.doc/.xlsx/.xls) + text/csv to PREVIEWABLE_MIMES so
/api/v1/files/[id]/preview returns a URL instead of rejecting them
(was surfacing as a misleading "Failed to load preview")
- legacy .doc + spreadsheets fall through to a download CTA (can't render
client-side); text/csv use the existing TextPreview
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Compendium of polish + small-fix work captured during the 2026-05-26
live UAT session. Every change has a corresponding entry in
docs/superpowers/audits/active-uat.md with file:line evidence + root
cause + alternatives considered.
Dialog primitive width
- DialogContent default bumped from sm:max-w-lg (512px) to
sm:max-w-xl + lg:max-w-3xl so every consumer gets a sane desktop
default. Confirm dialogs override DOWN, content-heavy dialogs
override UP.
- FilePreviewDialog full-viewport via w-[min(95vw,1400px)] +
h-[85vh] so PDFs render at usable width on real desktops.
Recommender card
- Heat badge now a Popover with the score (X/100), the formula in
plain English, the four component breakdowns (recency / furthest
stage / interest count / EOI count), and a pointer to the admin
weight tuning page.
- Area letter span dropped from the card header - mooring number
already prefixes it.
- BerthRecommenderPanel + the dedicated "Berth Recommendations" tab
both hidden when interest.desiredLengthFt is null. The empty
guidance card was reading as noise. interest-tabs.tsx computes
hasDesiredDims once and gates the inline mount + tab strip
spread off it.
BerthPicker
- Drop area suffix from row labels. Mooring number already carries
the area letter prefix; group heading conveys the same context.
Same fix flows to every BerthPicker consumer (tenancy
create/renew/transfer, interest form, linked-berths picker).
CreateDocumentWizard
- DOCUMENT_TYPE_LABELS constant added to constants.ts. Wizard reads
from the map instead of naive replace(/_/g, ' '): "EOI",
"Contract", "NDA", "Reservation Agreement", "Other".
- "Other" option surfaces a hint pointing the rep at the Title
field so they describe what the doc actually is.
InterestForm inline client + yacht create
- ClientForm gains an onCreated(clientId) callback. Mutation
returns { id } in create mode so onSuccess can forward.
- InterestForm renders an "Add new" Button next to the Client label
(create mode only - hidden on edit), opens ClientForm, auto-
selects the new client into the draft. Mirrors the existing
inline yacht-create pattern.
- Reset path includes source: 'manual' alongside the other create-
mode defaults; the manual flow was dropping back to a blank
source dropdown on reopen.
Tenancy list
- ClientTenanciesTab activeTenancies query now includes status
IN ('pending', 'active'). Was filtering to active-only; pending
rows from manual create + webhook auto-create were invisible on
the client detail's Tenancies tab.
- TenancyList rows are now keyboard- and click-navigable to the
tenancy detail page (Enter/Space included). Inner links + buttons
stop propagation so per-cell navigation works.
NotesList source badge
- Aggregated-mode source badge ("Yacht / Test Yacht") is now a Link
to the source entity's detail page. New sourceLinkFor helper
centralises the URL mapping across clients/companies/yachts/
interests + residential variants.
Yacht transfer audit log
- transferOwnership emits a distinct 'transfer' AuditAction (added
to AuditAction union in src/lib/audit.ts) with old/new owner
names resolved at write time. EntityActivityFeed renders
"Matt transferred owner to Jane Smith" instead of "Matt updated
this record." formatValueForField unwraps the { name } shape so
the audit_logs Record<string, unknown> typing stays clean.
- yacht-transfer-dialog copy: dropped "atomic" jargon. Reads "The
change is logged in the audit history" instead.
Companies autocomplete
- /api/v1/companies/autocomplete now returns the 10 most-recently-
updated companies when the query string is empty. Was returning
[]. CompanyPicker popover opens with results to scan instead of a
blank dropdown.
DocumentsHub FlatFolderListing
- Uploaded files (the files table) now merge into the documents
table view via a parallel /api/v1/files?folderId=X query +
client-side merge into a unified row list. listFiles service
honours the folderId filter that was already accepted by the
validator. New renderFileRow renders file rows with an "Uploaded
file" type pill + "Stored" status pill, links the filename to
the download URL. Existing FolderDropZone invalidation covers
the new query, so drag-drop and New-document-menu uploads
refresh the list without a page reload.
- FlatFolderListing wrapped in a vertically-spaced container so
subfolders / search row / list have consistent gap.
- Per-row chevron only renders when totalSigners > 0; empty
placeholder column kept so grid alignment doesn't jump.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
M42, M43 from the 2026-05-21 plan.
Shipped:
M42 FilePreviewDialog now handles seven preview kinds via a single
previewKindFor() router (mime + filename fallback). Image and
PDF stay on the existing lightbox + pdf viewer; plain text
(.txt / .md / .csv / .tsv / .json / .xml / .log / .yaml / .ini
/ .html — text/* and application/json and friends) renders via
a new <TextPreview> that fetches via the presigned URL and
caps the body at 1 MB with a "showing first 1 MB" banner.
Audio / video render through native HTML5 <audio> / <video>
elements with preload="metadata". Office documents (.docx /
.xlsx / .pptx / .odt / .ods / .odp + the official mime variants)
embed via Microsoft's hosted Office viewer (view.officeapps
.live.com/op/embed.aspx) — presigned download URLs carry the
token so the embed works without making the file world-public.
Unknown mime types render a friendly "preview not supported"
block with a Download CTA instead of an empty pane.
M43 Field-level override history foundation. Migration 0081 adds
`interest_field_history` (id, port_id, interest_id?, client_id?,
field_path, old_value, new_value, source, submission_id?,
created_at, created_by) with port-scoped indexes on
(interest_id, created_at desc) and (client_id, created_at desc).
Drizzle schema + index exports added. supplemental-forms
applySubmission now collects an `overrides` array as it diffs
each field against the current entity state and writes them all
in one batch insert at the end of the transaction, so the
rep-facing Field history panel can surface every override the
client made via the form. New
`GET /api/v1/interests/[id]/field-history` endpoint returns
the rows newest-first (100-cap). Source on supplemental-info
submissions is hardcoded to 'supplemental_form'; future
channels (form-templates, AI extraction) drop new source
values into the same table.
The full form-template editor UI (Field-history panels on
Interest + Client detail, autofill from the bound entity on
the public form, drag-bind builder in /admin/forms) is queued
as the next-layer follow-up; the data model + audit trail
this commit ships are the necessary foundation for it.
Verified: tsc clean, vitest 1454/1454, migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Knocks out 10 of the 13 known issues from yesterday's Playwright audit.
A4 — Client form silently rejected submit when a contact row had an
empty value. The F19 filter ran in mutationFn after zod's
handleSubmit had already short-circuited on min(1). Now wraps the
onSubmit to prune empty rows BEFORE handleSubmit/zod sees them.
A16 — File upload to documents hub root 400'd because FormData.get
returns null for absent fields and zod's .optional() rejects null.
Route handler now coerces null/empty → undefined before parse.
A17 — Added /api/v1/me/ports endpoint that any authenticated user
can hit; client.ts now uses it as the bootstrap port-slug→port-id
resolver. Eliminates the wasteful 400s sales-reps and viewers were
firing on every page load against the super-admin-gated /admin/ports.
A1 — Filter permission_denied actions from the dashboard activity
feed. Still in the audit log; just not noise on the dashboard.
A2 — New LEGACY_STAGE_REMAP table + canonicalizeStage / stageLabelFor
helpers in lib/constants. Activity-feed maps legacy 9-stage enum
values (deposit_10pct, contract_sent, etc.) to their 7-stage labels
on the way out, so historical audit rows read as "Deposit Paid" not
"Deposit 10Pct".
A19 — Same-stage write now returns 204 No Content. Service returns
a STAGE_NOOP sentinel; the route handler translates it.
A9 — Catch-up wizard now derives stage from berth status (under_offer
→ EOI, sold → contract) with a stageOverride state for explicit
user picks. Avoids the set-state-in-effect rule violation.
A20 — OwnerPicker shows a "Client / Company" hint chip on the
trigger when no value is set, so users know the trigger opens a
two-tab picker instead of just a client list.
A8 — Migration 0066 normalizes legacy `statusOverrideMode = 'auto'`
to NULL so the column lives at strictly 3 states.
A6 — file-preview-dialog gets a screen-reader DialogDescription so
the Radix "Missing aria-describedby" warning stops firing on every
preview.
A18 closed as not-a-bug: /api/v1/users genuinely doesn't exist
(Next returns 404); /api/v1/admin/audit exists and 403s.
A5 (Socket.IO dev noise) + A3 (react-grab CSP) left for a separate
pass — both are dev-only cosmetic.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Swap the one outlier (client-interests-tab.tsx) from Vaul Drawer to
Sheet side=right so every detail-preview surface uses the same
primitive. Document the doctrine: Sheet for side panels on both desktop
and mobile; Vaul Drawer reserved for mobile-only bottom-sheet UX
(currently just MoreSheet).
Closes ui/ux M11.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Installs all five Tier 2 polish deps the audit flagged. Each integrates
where it adds concrete value today:
- **embla-carousel-react** — shadcn-style `<Carousel>` primitive in
`src/components/ui/carousel.tsx`. Available for future berth/yacht
photo galleries; no current call site beyond the primitive.
- **yet-another-react-lightbox** — wired into the image branch of
`file-preview-dialog.tsx`. Clicking the preview image now opens a
fullscreen lightbox with zoom/pan/keyboard nav. Lazy-loaded so the
~50kb only ships when a user actually previews an image.
- **@use-gesture/react** — `usePinch` on the PdfViewer's content
pane for native pinch-zoom on tablets/phones. Clamped to the
same [50%, 300%] range as the +/- buttons; desktop wheel still
scrolls.
- **react-virtuoso** — installed but NOT wired. Inbox is naturally
bounded by recent-notifications filter at ~10-20 items; ScrollArea
handles it fine. Reserve for actual scale issues (admin audit log
archive, etc.).
- **motion** — installed but NOT wired. Pipeline kanban uses
dnd-kit's own transforms and conflicts with motion's layout
animation. @formkit/auto-animate already handles list-mutation
animations elsewhere. Available for opportunistic adoption when
a polish surface emerges that the existing libraries don't cover.
Verified: tsc clean, vitest 1315/1315, next build green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the `<iframe src={presignedUrl}>` preview path which
delegated rendering to the browser's built-in PDF viewer. The iframe
worked on desktop but failed on mobile (older Android Chrome
refuses inline PDFs; iOS Safari opens a new tab).
`<PdfViewer>` renders via pdfjs-dist + react-pdf so the experience
is identical across all browsers + form factors. Adds page nav,
zoom controls, and per-page accessibility labels.
Lazy-loaded via next/dynamic with ssr:false — pdfjs is ~150kb gzip,
no route ships it unless a PDF is actually previewed.
pdfjs worker + CMaps + fonts loaded from unpkg CDN pinned to the
matched pdfjs-dist version (first-load cost paid once per user, no
bundle-size impact on routes that never preview a PDF).
Verified: tsc clean, vitest 1315/1315, next build green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Auto-format all files modified during the documents-hub-split feature
branch that were not yet aligned with the project's Prettier config
(single quotes, semicolons, trailing commas).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
