- Supplemental-info link TTL trimmed from 30 → 14 days (single
constant in supplemental-forms.service).
- LinkedBerthsList toggle renamed "Mark in EOI bundle" →
"Include in EOI"; tooltip aria-label updated to match.
- Icon-only row-action triggers on the interest / client / berth list
tables gain aria-label (Row actions for <name>) so SR users hear
the row context.
- Table / Board view toggle on interest list gains aria-label +
aria-pressed on each variant; wrapper gets role="group".
- Upcoming-milestones disclosure on interest-tabs gains
aria-expanded + aria-controls; recommender Hide/Add filters
button matches.
- BrandedAuthShell logo alt no longer defaults to "Sign in" — uses
the configured `appName` when known, empty string otherwise so
screen readers don't announce "Sign in" on password-reset /
set-password pages.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Six surgical Wave-2-3 wins:
- UploadForSigningDialog: dialog widened to max-w-[1400px] w-[95vw] so
the place-fields step actually has room; recipient row converts from
fixed grid to flex (name flex-1, email flex-[2] for the longer
string, role w-40, delete shrink-0); invitation-message textarea
rows 3 → 6.
- ChartCard becomes flex-col with flex-1 + items-center on CardContent
so charts vertically center when neighbouring cards make the row
taller (e.g. Pipeline Value's full breakdown).
- Berth recommender pill: drops the "Tier {letter} · " prefix; shows
just the plain-English label ("Open" / "Fall-through" / "Active
interest" / "Late stage") as a Popover trigger that explains the
4-state ladder. HelpCircle icon makes the tooltip discoverable.
- Activity feed gains a "See all" link in the header pointing at
/<port>/admin/audit, permission-gated by `admin.view_audit_log`.
- Inbox section order swaps to Reminders above Alerts (rep-noted
priority); PageHeader title flips to "Reminders & Alerts". Section
ids, deep-link hashes, and localStorage open-state keys untouched.
- Inbox ReminderList (embedded mode only): "New Reminder" button now
shares the filter row (right-aligned via ml-auto) instead of
occupying its own dedicated row above the filters.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:
- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/
The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.
Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.
Test suite stays at 1315/1315 vitest. typescript clean.
Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>