- website_berth_autopromote_enabled (default OFF): a website registration for a
specific, currently-available berth auto-creates a prospect (client + optional
yacht + interest) and links the berth is_specific_interest=true, flipping the
public map to Under Offer; general/residence/contact submissions stay
capture-only. Marks the submission converted so a rep never double-creates it.
- derivePublicStatus now honours a manual pin (soft pin): a manually-set status
wins over the interest-derived Under Offer, but a real permanent tenancy or an
explicit sold still override it.
- berth rules engine respects a manual pin EXCEPT for sale triggers (-> sold),
so a confirmed sale still wins but soft auto-changes never stomp a pin.
- Reset-to-automatic action (service + API POST /berths/[id]/status/reset + UI)
to drop a manual pin; lock badge on every manual override (list + detail);
divergence banner prompting reset when a pinned-Available berth has a deal.
- migration stage map updated to the §4b signed-off mapping: GQI -> enquiry
unless it named a berth/size marker (-> qualified); SQI -> qualified.
Tests: +public-berths soft-pin cases, +website-intake-promote helpers,
+migration GQI marker rule. 1582 unit/integration green; tsc clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The 2026-05-03 migration pipeline (src/lib/dedup/*) predates the 9→7
pipeline-stage refactor; its STAGE_MAP emitted invalid stages
(open/details_sent/eoi_sent/…) that would write bad pipeline_stage values
on --apply. Remap to the current PIPELINE_STAGES (enquiry/qualified/
nurturing/eoi/reservation/deposit_paid/contract) + a deposit-received →
deposit_paid override. Frozen-fixture test expectations updated (17/17 pass).
Validated: live --dry-run = 239 clients / 255 interests / 41 EOI docs
(matches independent snapshot analysis; pipeline is more conservative and
flags 3 borderline pairs for review).
Adds the migration design spec (source map, scope lock to Port Nimara +
Expenses bases, EOI coverage 48/48, in-flight Documenso state, remaining
gaps: interest eoiStatus, expenses, doc-blob backfill).
Co-Authored-By: Claude Opus 4.8 (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
migration-apply: residential client + interest inserts now wrap in
db.transaction so a partial failure can't leave an orphan client
row without its interest (or vice versa).
migration-transform: buildPlannedDocument returns null when there
are no signers so the apply pass doesn't try to send a Documenso
envelope without recipients. mapDocumentStatus gets an explicit
"Awaiting Further Details" branch that no longer auto-promotes via
stale sign-time fields. parseFlexibleDate handles ISO and DD-MM-YYYY
inputs uniformly.
backfill-legacy-lead-source: chunk UPDATE WHERE clause now
isNull(source) on top of the inArray match, so a re-run can't
overwrite a more accurate source written between batches.
Adds 235 lines of vitest coverage on migration-transform.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Lands the one-shot migration pipeline from the legacy NocoDB Interests
base into the new client/interest schema. Dry-run mode is fully
operational: pulls the live snapshot, runs the dedup library, and
writes a CSV + Markdown report under .migration/<timestamp>/. The
--apply phase is stubbed for a follow-up PR per the design's P3
implementation sequence.
Schema additions
================
- `client_merge_candidates` — pairs flagged by the background scoring
job for the /admin/duplicates review queue. Status enum: pending /
dismissed / merged. Unique-(portId, clientAId, clientBId) so the
same pair can't surface twice. Empty until P2 lands the cron.
- `migration_source_links` — idempotency ledger. Maps source-system
rows (NocoDB Interest #624 → new client UUID) so re-running --apply
against the same dry-run report skips already-imported entities.
Both tables ship with the migration `0020_unusual_azazel.sql` —
already applied to the local dev DB during this commit's preparation.
Library
=======
src/lib/dedup/nocodb-source.ts
Read-only adapter for the legacy NocoDB v2 API. xc-token auth,
auto-paginates until isLastPage, captures the table IDs from the
2026-05-03 audit. `fetchSnapshot()` pulls every relevant table in
parallel into one in-memory object the transform layer consumes.
src/lib/dedup/migration-transform.ts
Pure function: NocoDB snapshot in, MigrationPlan out. Per row:
- normalizes name / email / phone / country via the dedup library
- parses the legacy DD-MM-YYYY / DD/MM/YYYY / ISO date formats
- maps the 8-stage `Sales Process Level` enum to the new 9-stage
pipelineStage
- filters yacht-name placeholders ('TBC', 'Na', etc.)
- merges Internal Notes + Extra Comments + Berth Size Desired into
a single notes blob
Then runs `findClientMatches` pairwise (with blocking) and
union-finds clusters of rows whose score crosses the auto-link
threshold (90). Lower-scoring pairs (50–89) become 'needs review'.
Each cluster's "lead" row is picked by completeness score with
recency tie-break.
src/lib/dedup/migration-report.ts
Writes three artifacts to .migration/<timestamp>/:
- report.csv — one row per planned op, RFC-4180 escaped
- summary.md — human-skimmable overview
- plan.json — full structured plan for the --apply phase
CSV cells with comma / quote / newline are quoted; internal quotes
are doubled. No external CSV dep.
src/lib/dedup/phone-parse.ts
Script-safe wrapper around libphonenumber-js's `core` entry that
loads `metadata.min.json` directly. The default `index.cjs.js`
bundled by libphonenumber hits a metadata-shape interop bug under
Node 25 + tsx (`{ default }` wrapping); core+JSON sidesteps it.
The dedup `normalizePhone` and `find-matches` both use this wrapper
now so the same code path runs in vitest, Next.js, and the migration
CLI without surprises.
src/lib/dedup/normalize.ts
Tightened country resolution: added Caribbean short-form aliases
('antigua' → AG, 'st kitts' → KN, etc.) and a city map covering the
US locations seen in the NocoDB dump (Boston, Tampa, Fort
Lauderdale, Port Jefferson, Nantucket). Also relaxed phone parsing
to drop the `isValid()` strict check — the libphonenumber min build
rejects many real NANP-territory numbers, and dedup only needs a
canonical E.164 to compare.
CLI
===
scripts/migrate-from-nocodb.ts
pnpm tsx scripts/migrate-from-nocodb.ts --dry-run
→ Pulls the live NocoDB base (NOCODB_URL + NOCODB_TOKEN env vars),
runs the transform, writes report. No DB writes.
pnpm tsx scripts/migrate-from-nocodb.ts --apply --report .migration/<dir>/
→ Stubbed; exits with `not yet implemented` and a pointer to the
design doc. Apply phase ships in a follow-up.
Tests
=====
tests/unit/dedup/migration-transform.test.ts (7 cases)
Fixture-based regression. A frozen 12-row NocoDB snapshot covers
every duplicate pattern in the design (§1.2). The test asserts:
- 12 input rows → 7 unique clients (cluster math is right)
- Patterns A / B / C / E auto-link
- Pattern F (Etiennette Clamouze) does NOT auto-link
- Every interest preserved as its own row even when clients merge
- 8-stage → 9-stage enum mapping is correct per spec
- Multi-yacht merge (Constanzo CALYPSO + Costanzo GEMINI under one
client) — the design's signature win
- Output is deterministic (run twice, identical)
Validation against real data
============================
Ran `pnpm tsx scripts/migrate-from-nocodb.ts --dry-run` against the
live NocoDB. Result on 252 Interests rows:
- 237 clients (15 merged into 13 clusters)
- 252 interests (one per source row)
- 406 contacts, 52 addresses
- 13 auto-linked clusters (every confirmed cluster from §1.2 audit)
- 3 pairs flagged for review (Camazou, Zasso, one new)
- 1 phone placeholder flagged
Total dedup test count: 57 (50 from P1 + 7 fixture tests).
Lint: clean. Tsc: clean for new files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
