Commit Graph

8 Commits

Author SHA1 Message Date
cb8292464c feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers
Bundles the rest of the in-flight work from this UAT round into one
checkpoint. Each sub-area is independent; see the headings below.

UAT polish (drained 11 findings from active-uat.md):
- Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl →
  sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews
  aren't cramped at 1440-1920px.
- Notes tab badge aggregation: new countFor{Client,Yacht,Company}
  Aggregated helpers in notes.service mirror the listFor*Aggregated
  symmetric-reach joins. yacht-tabs + company-tabs render the
  badge; client-tabs already had badge support.
- Supplemental-info form polish bundle: BrandedAuthShell gains a
  `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of
  fixed inset-0 pin so long forms scroll naturally). Form picks up
  port branding (logoUrl + backgroundUrl + appName) via
  loadByToken. Address fields completed (street + city + region +
  postal + country). Port name eyebrow + success-state copy added.
- new-document-menu Upload-file landing toast: per-file completion
  emits toast.success with action link to the destination entity
  or folder.
- interest-tabs OverviewTab "from client" pill on Email + Phone
  rows via new EditableRow `inheritedFrom` prop.
- create-document-wizard subject picker → segmented button strip
  (5 types visible at once).

Launch infra:
- UTM column wiring (Init 1b step 4): migration
  0089_website_submissions_utm.sql adds utm_source/medium/campaign/
  term/content + composite index (port_id, utm_source, received_at)
  for per-campaign rollups. website-inquiries intake accepts the
  five fields. Residential intake intentionally untouched per audit
  scope.
- Invoicing module gate (Init 1c spike): new
  invoices-module.service + invoices layout guard + registry entry
  invoices_module_enabled (default false). Audit conclusion in
  launch-readiness.md: payments table is canonical money path;
  /invoices flow is parallel infrastructure now hidden by default.

Smart-back navigation refactor:
- Replaced breadcrumb component with history-aware Back button.
  New route-labels.ts + use-smart-back hook +
  navigation-history-tracker so back falls through to the parent
  route when there's no prior page in history.
- Sidebar / topbar / mobile-topbar adopt the new pattern; old
  breadcrumb-store kept for back-compat consumers but the
  breadcrumbs component is gone.
- 6 detail pages (admin/errors per-id + codes, invoices/
  upload-receipts, reports kind, tenancies detail, analytics
  metric, client detail) migrated.

Trackers + docs:
- docs/launch-readiness.md — master pre-launch tracker. Includes
  the reports gap audit (cross-cutting filter set, Marketing +
  Financial blockers, custom builder remaining entities, scheduled
  CSV/XLSX, template scope picker).
- docs/superpowers/audits/active-uat.md — 15 findings flipped
  OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining
  (each blocked on user input or cross-repo).
- CLAUDE.md — minor session notes carried forward.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
e9509dc45c chore(audit-drain): rip out next-intl, RTL lint, sweeps, polish
Drain the long-tail audit queue captured in alpha-uat-master.md.

- next-intl ripped out (zero useTranslations callers ever existed):
  package.json, next.config.ts plugin wrap, src/i18n/, messages/, and
  the layout NextIntlClientProvider all gone; <html lang="en"> hardcoded.
- RTL lint nudge added: warn-only no-restricted-syntax on physical
  Tailwind utilities (ml-/mr-/pl-/pr-/text-left/text-right/border-l/
  border-r/rounded-l-/rounded-r-) inside JSX className literals.
  Existing ~1,000 sites grandfathered; new code trends toward logical.
- Icon-only button accessibility lint: jsx-a11y/control-has-associated-
  label enabled at warn; 4 empty <th>/<td> action placeholders gain
  sr-only labels.
- Currency: SUPPORTED_CURRENCIES drops the hardcoded English labels;
  new currencyLabel(code, locale?) helper resolves via Intl.DisplayNames.
  CurrencySelect + settings-manager migrated.
- Date locale sweep: 7 surfaces flip from toLocaleString('en-GB'|'en-US')
  to toLocaleString(undefined, ...) so dates honour runtime locale.
- Dialog/Sheet width: 10 document/EOI/entity-form dialogs gain a
  lg:max-w-4xl or lg:max-w-5xl step so wide desktops get breathing room.
- PaymentsSection collapsed-bar: slim one-line bar showing
  "Payments - Not received yet" or "Payments - \$X received - N payments
  - Expand"; per-interest collapse state persists in localStorage; the
  RecordPayment flow auto-expands.
- muted-foreground opacity sweep: 10 text-bearing
  text-muted-foreground/{60,70,80} hits dropped to plain
  text-muted-foreground for AA contrast on muted bg. Icon-only
  (aria-hidden) opacity hits left as-is.
- Micro-type bump: text-[10px] and text-[11px] -> text-xs (12px)
  across 87 files in src/components + src/app. Pure mechanical sweep.
- Audit-doc cleanup: alpha-uat-master.md stale 2026-05-25 summary
  rewritten with cumulative state through today. Items genuinely still
  open are now a short long-tail list.
- New docs/marketing-site-followups.md: Umami Phase 4a/3/5, email
  pixel E2E verification, and website-cutover work parked here so
  they don't get lost in the CRM audit doc.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 18:48:46 +02:00
14ae41d0fa feat(uat-b1): ship Wave A-E of Bucket 1 audit findings
Wave A (Interest+EOI form quick wins):
- Auto-select yacht after inline-create from interest form
- EOI generate dialog: "View EOI" action toast
- Interest form berth picker: formatBerthRange compact label
- Remove "Generate EOI" button from Documents tab (clean removal)
- Interest auto-assign: only sales_agent/sales_manager auto-claim
  ownership on create (explicit role check via user_port_roles join)
- LinkedBerthRowItem dims: drop "D" suffix + "L × W" format
- ExternalEoiUploadDialog: prefillSignatories prop threaded from
  active EOI signers
- EOI signature progress on Overview milestone card footer

Wave B (a11y + i18n sweeps):
- aria-live on supplemental-info error state
- text-[10px] -> text-xs in client-pipeline-summary
- Currency formatter: locale default removed (Intl uses runtime)
- en-US/en-GB hardcoded toLocaleString swept across 13 components

Wave C (Primary berth always in EOI bundle):
- Service guard strengthened on update path
- Migration 0083 backfills historical primary rows

Wave D (Onboarding super_admin discoverability):
- /api/v1/admin/onboarding/status endpoint + shared service
- Topbar OnboardingBanner (super_admin, session-dismissible)
- OnboardingTile dashboard widget (rail group, self-hides at 100%)
- Celebration toast + invalidate of shared status on last tick

Wave E (Branded post-completion email idempotency):
- Verified handleDocumentCompleted already owns the email fan-out
- Added regression test for the polling path + idempotency

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 03:40:37 +02:00
221ae5784e chore(autonomous-session): consolidate uncommitted work from prior session
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
2026-05-23 00:52:59 +02:00
72d7803be5 feat(uat-batch-19): a11y th scopes + legend styling + i18n locale fixes
- Raw `<th>` cells gain `scope="col"` so SR users get proper column
  association: berth-interests-tab, bulk-add-berths-wizard,
  clients/bulk-hard-delete-dialog. shadcn `<TableHead>` migration
  would be cleaner but the scope attribute is the minimum-effort fix
  the queue's a11y entry asks for.
- supplemental-info form `<legend>` elements styled with
  `mb-2 px-1 font-semibold` so they read as section headings rather
  than blending into the surrounding fieldset border (default browser
  legend rendering is barely visible).
- payments-section: invalid `'en-EU'` BCP-47 locale → `undefined` to
  honour browser locale.
- ui/calendar: literal `'default'` → `undefined` on the month
  dropdown formatter, same reason.

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:40:34 +02:00
05e727f462 feat(uat-batch-18): interest-berths defaults + a11y loading/hint fixes
- `addInterestBerth` insert-time defaults now match the locked
  multi-berth EOI UX (queue B2):
    is_in_eoi_bundle: true   (was false)
    is_specific_interest: matches `isPrimary` (was always true)
  This means a newly-linked berth is covered by the EOI signature by
  default but the public map only shows the primary as "Under Offer"
  until the rep marks others isSpecificInterest. The two existing
  integration tests pass explicit values so they're unaffected.
- A11y: `set-password` form's password-requirements hint linked via
  aria-describedby so SR users hear the rules on focus.
- A11y: Loading fallbacks on set-password / portal/activate /
  supplemental-info wrapped in role="status" aria-live="polite" with
  sr-only "Loading" copy where only a spinner was visible.

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:35:52 +02:00
b74fc56a3b feat(uat-batch-15): supplemental-info link reusable until expiry
The supplemental-info token now stays valid for re-submissions until
the 14-day TTL expires. Previously the link was single-use:
`applySubmission` required `consumedAt IS NULL`, which locked clients
out of correcting a typo or finishing a partial submission.

- Service: drops the `isNull(consumedAt)` filter; TTL is the sole
  validity check. `consumedAt` is still stamped on each submit so the
  rep / loader can see "last submitted at" context.
- Public form: the "already submitted" lockout screen is removed.
  Instead, when the token has been used before, the form renders with
  the prefill (already reflecting the latest data) plus a soft amber
  banner noting that changes overwrite the previous submission.
- Drive-by em-dash fix on the post-submit thank-you copy (matches the
  Wave-1 lint guard).

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:23:44 +02:00
2d574172ec fix(uat-batch-1): wave-1 blocker bugs — supplemental gate, file FK, downloads, search dedup, notes stale, expense form, vocab
Surgical fixes for the 7 UAT blockers that prevent productive forward
testing. Each item has a corresponding entry in alpha-uat-master.md.

- supplemental-info route relocated out of (portal) so it bypasses the
  isPortalDisabledGlobally() kill-switch. URL unchanged.
- file upload service derives client_id/company_id/yacht_id from
  (entityType, entityId) when not explicitly passed, so interest-tab
  uploads no longer land with client_id=NULL and stay visible in the
  Attachments list.
- triggerBlobDownload / triggerUrlDownload helpers in src/lib/utils
  attach the anchor to the DOM before click so Chromium honours the
  download attribute; 7 sites refactored, file-named downloads stop
  arriving as bare UUIDs.
- search-nav-catalog dedupes by href at the result-collection layer so
  the same href can no longer surface twice in the command-K dropdown
  (kills the React duplicate-key warning); /admin/templates entries
  merged into a single richer-keyword variant.
- NotesList gains a parentInvalidateKey prop, wired through all five
  callers (interest, client, yacht, company, residential client/
  interest) so the Overview "Latest note" teaser refreshes when a note
  is added in the Notes tab.
- expense-form-dialog: setValue('receiptFileIds') / setValue(
  'noReceiptAcknowledged') on upload/clear/checkbox so the schema-level
  refine sees the field and Create stops silently no-op'ing on submit.
- bulk-add-berths-wizard: side-pontoon dropdown now reads through
  useVocabulary('berth_side_pontoon_options') instead of a wrong local
  enum ('Port', 'Starboard', 'Bow', 'Stern') — wizard data now matches
  the rest of the platform + honours admin-editable per-port overrides.

tsc clean. 1419/1419 vitest. lint clean on touched files.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 16:50:58 +02:00