- inquiries: format triage badges with labels (Open/Assigned/Converted/Dismissed),
surface the lead's free-text message for every kind, and gate the raw-payload
tab to super admins (was exposing raw JSON to all users)
- file preview: fall back to the server-resolved mime (getPreviewUrl already
returns it) so files whose stored name lacks a .pdf extension — e.g.
migration-backfilled signed EOIs — render instead of "preview not supported"
- interest overview: a signed EOI left at stage=eoi no longer shows as
"NEXT STEP"; completion ordering rolls the next step to Reservation (display
only, no pipeline_stage change)
- documenso admin: warning banner discouraging the deprecated v1 API + what
breaks on it
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Backend-agnostic disaster-recovery backup engine that runs on the current
storage backend (no storage cutover required):
- Full-bundle export: db.dump (pg_dump custom) + every storage blob +
manifest.json with per-object SHA-256, streamed as a tar. Entry points:
admin UI download, GET /api/v1/admin/backup/export, scripts/create-full-backup.ts.
- Admin-configurable push destinations (backup_destinations table, migration
0091): SFTP/SSH, S3-compatible (reuses the minio client), and mounted
path/NAS behind one transport interface (test/push/prune). Secrets AES-GCM
at rest; API returns only *IsSet markers.
- Opt-in per-destination AES-256 bundle encryption (scrypt KDF, streamed) +
scripts/decrypt-backup.ts for restore.
- Wired the previously-dead database-backup cron to runScheduledBackupPush
(push to enabled destinations, prune to retention, alert super-admins on
failure).
Tests: 1608 unit/integration pass; tsc + lint clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
Sales/Operational/Financial are built + verified; Marketing is blocked
on the website cutover (launch-readiness Init 1b), not on code. Rather
than hide the whole reports surface behind a module toggle, keep it live
for beta and 404 the one unbuilt kind so a hand-typed /reports/marketing
URL can't reach the "in development" placeholder. The landing page
already advertises only the three live reports + Custom.
Remove the UNAVAILABLE_NEW_KINDS entry when the Marketing report ships.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Builds the Financial report on the canonical payments + expenses tables
(the CRM records money received; it does not invoice — invoices module
is off, dev DB has zero invoice rows). The invoice-centric spec is
reframed onto the payments model: "outstanding AR" → expected-deposit
shortfall on active deals; "AR aging" → outstanding deposits bucketed by
deal age.
Service (financial.service.ts):
- 7 KPIs: revenue collected (net of refunds), deposits, balance,
pipeline expected, outstanding deposits, expenses, net contribution
- 6 chart datasets: revenue by month (deposit/balance), collection
funnel (EOI→deposit→contract→won), expected-deposit aging, cash flow
(inflow vs outflow), expense breakdown by category
- 4 tables: outstanding deposits, recent payments, refund log, expense
ledger
- every money figure normalised to port currency via a shared
resolvePortCurrency/normalizeAmount helper (new reports/currency.ts)
UI (financial-report-client.tsx): KPI strip + recharts (stacked bar /
horizontal bar / line / donut) + month/quarter/year toggle + branded
empty states; DateRangePicker + Templates + Export wired. Un-hidden the
Financial card on the reports landing.
Plumbing: added '1y' (trailing 12mo) preset to the shared range system
(financial trends want a year); added 'financial'/'marketing' to the
report-template kind enum for template parity.
TDD: 6 financial-math unit tests (aging buckets, month keys/range, net
contribution). tsc clean; full unit suite green except pre-existing
Redis/storage-dependent integration tests. Browser-verified against live
data: API 200, KPIs correct ($5,849 expenses / -$5,849 net, $0 revenue
correct given 0 payment rows), expense ledger + breakdown populate,
payment-derived sections show graceful empty states.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Ship-what's-done prep ahead of the prod cutover (launch ~today):
- Hide Financial + Marketing report cards from the reports landing
(both were "Builder in development" placeholders gated on unbuilt
data sources). Sales/Operational/Custom + templates/scheduling/
exports remain live.
- Trim the Custom-report card copy to match the shipped basic builder
(no group-by/filters yet; the builder page header was already honest).
- Hide the Bulk Import mockup from search-nav-catalog + the admin
sections browser; /admin/import is now unreachable from the UI.
- Correct client-facing doc over-claims (waiting-list "next-in-line
notification", Import) in features-list.md + new-system-feature-summary.md.
- Un-stale BACKLOG.md (Documenso phases 2-7 confirmed shipped).
- Log decisions + deferred work (full importer, full custom-builder,
waiting-list, maintenance-log, paper-upload bug) to launch-readiness.md.
Deferred-importer design spec added at
docs/superpowers/specs/2026-06-01-bulk-import-design.md.
Verified: tsc --noEmit clean, eslint clean on changed files,
1512/1519 vitest pass (7 failures are Redis-down, unrelated).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds a `residential_module_enabled` port setting (default ON) that
hides/disables the entire Residential surface when an admin turns it
off, mirroring the Tenancies / Invoices / Expenses module-toggle
pattern. Disabling is a soft hide — residential clients/interests are
preserved and reappear on re-enable.
Surfaces gated:
- Route guard: new residential/layout.tsx renders ModuleDisabledPage
(covers all 5 residential pages)
- Sidebar "Residential" section + mobile more-sheet tile (SSR-resolved
residentialModuleByPort threaded layout → app-shell → sidebar)
- Global search: residential client/interest buckets early-return at
the shared chokepoint so disabled-port records don't dead-end
- Public intake: /api/public/residential-inquiries 404s when off
- Admin Switch in settings-manager (writes via settings PUT)
Service TDD'd (residential-module.test.ts, 6 tests) plus a
disabled-port rejection test on the public endpoint. tsc + lint clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
- Activity-feed: shared formatting module
(src/components/shared/activity-formatting.ts) centralises action
verbs, badge variants, entity-type labels, enum-value normalisation,
shortValue, and buildDiffLine. The dashboard widget feed and the
per-entity audit feed now both consume it - duplicate ~250 lines
collapsed, vocabularies aligned, badge palette unified.
- Signing order setting becomes tri-state. The new
TEMPLATE_DEFAULT value (the new default) skips overriding the
template's own signingOrder so each Documenso template's stored
setting wins. PARALLEL / SEQUENTIAL keep forcing the override.
- Admin Documenso page now ships a Webhook health card backed by
/api/v1/admin/documenso-webhook/health (secret status,
expected URL, last received event, recent secret rejections) and
a "Test now" button that fires a synthetic DOCUMENT_OPENED through
/api/v1/admin/documenso-webhook/test against the local receiver
to verify the full pipeline without driving a real Documenso event.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
P4 — landing + builder:
- /[portSlug]/reports — new landing page with 4 build-kind cards
(dashboard / clients / berths / interests), 3 library cards
(Templates / Runs / Schedules), and the pre-P4 reports list
preserved under "Legacy library" so historical PDFs stay accessible.
- /[portSlug]/reports/[kind] — kind-aware builder route.
- dashboard: refactored the existing export dialog body into
DashboardReportBuilder (page-mounted; same widget grouping +
date-range + SavedTemplatesPicker + preview). New "Queue + go to
Runs" CTA enqueues a report_runs row via /api/v1/reports/runs
(Reports P3 path); "Download PDF" keeps the synchronous /generate
fallback for ad-hoc one-shots.
- clients / berths / interests: SimpleReportBuilder — date-range +
enqueue to /api/v1/reports/runs. Kind-specific filters land
alongside dedicated renderers in P6+.
- Dashboard "Export as PDF" button rewired: no longer opens an
in-dashboard Dialog. Becomes a Link → /reports/dashboard?from=...&to=...
carrying the currently-active range through search params so the
builder pre-fills it. Removes the dialog body (~290 lines) from the
button file; the same UI lives in DashboardReportBuilder.
- ?from=YYYY-MM-DD&to=YYYY-MM-DD search params pass the range into the
builder page.
P5 — sub-pages (functional, backed by P2 CRUD endpoints):
- /reports/runs — paginated table of report_runs with status badges,
auto-polls every 5s while any row is pending/rendering, per-row
Download (file by storageKey) + Re-run actions.
- /reports/templates — saved template grid. Clicking the name links to
the builder with ?templateId=… so it pre-applies.
- /reports/schedules — schedule table with cadence labels (weekly /
monthly / quarterly), next-run timestamps, recipient counts, and a
per-row enable Switch (PATCH /api/v1/reports/schedules/[id]).
Verified: tsc clean, 1493/1493 vitest, dev-server compile clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
MUST-FIX:
- src/app/api/v1/admin/users/[id]/permission-overrides/route.ts:70 — the
PUT allowlist still gated `reservations: {view,create,activate,cancel}`.
Stale: would reject valid `tenancies.{view,manage,cancel}` writes and
silently accept ghost `reservations.*` writes that never land. Replaced.
- src/lib/services/alert-rules.ts:68 — `reservation.no_agreement` alert
emitted `entityType: 'reservation'`. Every other tenancy-related
audit/socket/dashboard label is `'berth_tenancy'`. Inconsistent dedupe
+ activity-feed label miss.
- tests/e2e/exhaustive/08-portal.spec.ts:6 — hardcoded /portal/my-reservations
navigates to a 404 every run.
- tests/e2e/exhaustive/03-reservations.spec.ts — entire spec renamed to
03-tenancies.spec.ts; tab + button locators updated to match renamed UI.
SHOULD-FIX (consistency):
- src/components/clients/client-detail.tsx — useRealtimeInvalidation only
caught 3 of the 4 berth_tenancy:* events; added the `:created` listener.
- src/lib/services/client-merge.service.ts — MergeResult.movedRows.reservations
+ snapshot.reservations + local loserReservations / movedReservations
renamed to tenancies / loserTenancies / movedTenancies. No external
consumers grep-confirmed.
- src/lib/services/gdpr-bundle-builder.ts — GdprBundle.reservations field
renamed to .tenancies; user-facing HTML section "Reservations" → "Tenancies";
local reservationRows → tenancyRows.
- 6 UI copy strings: gdpr-export-button, bulk-archive-wizard,
bulk-hard-delete-dialog, hard-delete-dialog, admin-sections-browser ×2,
admin/import/page, won-status-panel — all "reservations" prose updated
to "tenancies" (occupancy-record sense).
- tests/integration/api/tenancies.test.ts — handler import aliases
`createReservationHandler` etc renamed to `createTenancyHandler` etc.
- tests/unit/services/berth-tenancies.test.ts — local helper makeReservation
→ makeTenancyLocal (avoids shadow of the renamed factory).
- scripts/audit-permissions.ts — stale allowlist entry for
/berth-reservations/[id]/route.ts removed (path no longer exists).
- docs/runbooks/permission-audit.md — stale row for same path removed.
- docs/tenancies-design.md — fixed factual error
("tenancies.service.ts" → "berth-tenancies.service.ts").
Verified: tsc clean, 1493/1493 vitest.
Dev-server note: the running `next dev` process started before P2 and
shows Turbopack cached compile errors against the renamed schema files.
Source is correct (./tenancies); restart `next dev` to clear the cache.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Dashboard layout resolves tenanciesModuleByPort server-side (one
isTenanciesModuleEnabled call per port the user has access to) and
passes the map through AppShell → Sidebar. Atomic SSR — no
flicker of the nav entry in/out after hydration.
- Sidebar gains NavItemGated.requiresTenanciesModule. The Tenancies
entry (KeyRound icon, immediately below Berths) only renders when
the currently-active port has the flag flipped on. Per-port live
switch fires when the rep toggles ports without reload.
- /[portSlug]/tenancies + /[portSlug]/tenancies/[id] both call
isTenanciesModuleEnabled and notFound() when disabled — guards
against direct URL access even when the sidebar is hidden.
- API routes (/api/v1/tenancies, /[id], /berths/[id]/tenancies)
prepended with assertTenanciesModuleEnabled — matches design §
"All routes ... return 404 when off". NotFoundError maps to 404.
- Existing tenancy API tests get a makePortWithTenancies() helper
(calls enableTenanciesModule after makePort) so the gate is
satisfied. Affects 2 test files (16 tests retargeted).
Verified: tsc clean, 1493/1493 vitest.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Completes the form-error rollout the prior session shipped on the 6
highest-impact forms (client/interest/yacht/company/berth/expense). Adds
the scroll-to-first-error wrapper + the top-of-form summary banner to:
- src/app/(auth)/login/page.tsx
- src/app/(auth)/reset-password/page.tsx
- src/app/(auth)/set-password/page.tsx
- src/app/(auth)/setup/page.tsx
- src/app/(dashboard)/[portSlug]/invoices/new/page.tsx
- src/components/berths/berth-detail-header.tsx (status-change dialog)
- src/components/companies/add-membership-dialog.tsx
- src/components/invoices/invoice-detail.tsx (record-payment form)
- src/components/reservations/berth-reserve-dialog.tsx
- src/components/yachts/yacht-transfer-dialog.tsx
Each call site: hook wraps handleSubmit, FormErrorSummary renders only
when 2+ errors fire (no visual change otherwise), and per-form `labels`
prop translates field names to human-readable strings. invoice-line-items
is a sub-form via useFormContext, so it inherits from the parent.
1471/1471 vitest, tsc clean.
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
I34–I37 from the 2026-05-21 plan.
Shipped:
I34 Residential client header layout parity. Email / Call /
WhatsApp action buttons mirror the main ClientDetailHeader.
WhatsApp number resolves from phoneE164 (preferred) or strips
the free-text phone to digits. Header surfaces "Linked to
main client" chip when the auto-link matcher (I37) finds a
counterpart in the main CRM.
I35 Residential interests list rebuilt for parity with the main
InterestList. New ResidentialInterestCard +
getResidentialInterestColumns + residentialInterestFilter-
Definitions; the list page drives DataTable + FilterBar +
ColumnPicker + SavedViewsDropdown + bulkActions. List
endpoint validator widened to accept pipelineStage as a
string OR string[] and added a source filter. Service post-
fetches client names via a single IN-list lookup so the
table renders fullName in column 1 without N+1.
New /api/v1/residential/interests/bulk supports
change_stage + archive (100-id cap). Kanban view deferred.
I36 Residential inquiries auto-forward to partner email(s).
New registry entry residential_partner_recipients (comma-
separated) under section residential.partner.
createResidentialInterest fires
forwardResidentialInquiryToPartner after the row lands.
Helper uses the same branded shell other transactional
emails use. Failures log + never block create. The
/admin/residential-stages page picks up a registry-driven
card so admins manage recipients alongside stages.
I37 Auto-link residential ↔ main client. Migration 0080 adds
residential_clients.linked_client_id (nullable FK, SET NULL
on cascade) + partial index. New findAndLinkMatchingMainClient
service matches by email first (case-insensitive client_contacts
lookup) then by E.164 phone. First exact match wins. Fires
fire-and-forget from createResidentialClient. Header surfaces
the link via a "Linked to main client" chip. Backfill script
+ reverse-direction link from main ClientDetailHeader stay
as follow-ups.
Verified: tsc clean, vitest 1454/1454, migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
F27–F29, G30, G31, H32, H33 from the 2026-05-21 plan.
Shipped now:
F28 Past-milestones expandable history. The Past strip on the
Interest overview becomes an <Accordion> — each row collapses
to the same one-line summary as before, expands to render the
full <MilestoneSection> (steps list, sub-status, inline doc
actions). Reuses the existing MilestoneSection so no new
per-milestone rendering needs to be maintained.
F29 Watchers configurable at document creation time. The unified
create-document wizard gets a Watchers section with a
multi-select checkbox list backed by /api/v1/admin/users/picker.
Selected user ids are sent in the `watchers` array on the POST
(replacing the prior hardcoded `[]`). UI matches the
post-creation WatchersCard so reps see the same identity rows
regardless of entry point.
G30 /admin/invitations merged into /admin/users. The Users page
now wraps the existing UserList + InvitationsManager in a
Tabs control (Active users / Invitations). The standalone
/admin/invitations route returns a redirect to the merged page
for bookmark back-compat. Removed nav catalog entry +
admin-sections-browser tile; extended the Users catalog
keywords with "invitations / pending invites / onboarding"
so command-K search still lands on the right surface.
G31 /admin/ai picks up the berth-PDF-parser section + a "planned
AI surfaces" placeholder. Berth PDF parser remains
env-configured today; the page now documents it so admins
don't hunt for the controls. Closes the "where do I configure
AI?" loop.
H32 Email settings explainer panel above the SMTP cards. Spells
out why noreply + sales have separate credentials and which
workflows ship from each mailbox. Existing field titles
gained the "(noreply)" suffix so the model maps cleanly.
H33 Supplemental-info-request email rebuilt to use the shared
branded shell (logo + blurred overhead background + max-
width 600 table layout) instead of the prior plain-HTML
page. Per-port branding (logo / primary color / background /
header / footer) flows from getPortBrandingConfig. CTA
button picks up the port's primary color.
Already shipped (verified pre-shipped):
F27 DocumentsHub root view already hides the breadcrumb via
`selectedFolderId !== undefined` conditional.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Sweeps Group A of the 2026-05-21 remaining-plan. Several items the
plan listed as open turned out to already be shipped (annotation gap
in the master doc) — those are confirmed in the commit notes.
Shipped now:
A1 Documenso settings: collapsed `V2_FEATURE_FIELDS` +
`CONTRACT_RESERVATION_FIELDS` (legacy SettingsFormCard) into
`RegistryDrivenForm` sections (`documenso.behavior` +
`documenso.templates`). Every Documenso setting now flows
through the registry path that surfaces the env-fallback /
port / global source badge per field. EOI generation card
retitled to "Templates & signing pathway" since it now covers
EOI + reservation + contract template IDs (registry already
had all three under `documenso.templates`).
A2 WatchersCard empty state: bumped `mb-3 → mb-4 pb-1` so the
"No one is watching yet" line has breathing room above the
"Add a watcher…" select.
A4 /invoices/upload-receipts guide copy: terse luxury-CRM tone.
Drop "Snap a photo", "fancy phone camera", "No typing. No
spreadsheets." Tighten OCR explainer to one sentence;
action-oriented step + best-practices headers.
A5 Pageviews chart X-axis: added `interval="preserveStartEnd"` +
`minTickGap={52}` so multi-week ranges thin out the middle
ticks instead of overlapping. The MM-DD formatter was already
in place from an earlier session.
A7 Inbox doc comment: was stale ("Alerts first, Reminders
second") but the JSX already had Reminders before Alerts.
Fixed the docstring.
A9 CommandList scroll-cap: `max-h-[300px]` now `max-h-[min(300px,
var(--radix-popover-content-available-height,300px))]` so the
cmdk list never extends past the host Popover's available
area. Non-Popover hosts fall through to the 300px static cap.
A10 DropdownMenuContent: `max-h-96` now
`max-h-[min(24rem,var(--radix-dropdown-menu-content-
available-height,24rem))]` for the same available-space
behaviour on long menus near the viewport edge.
A11 Residential InterestsTab (list page): row gets an onClick →
`router.push`; first-cell Link stops propagation so middle-
click / Cmd-click "open in new tab" still works.
A12 StageStepper: gained a stage-name row below the bar showing
every reached stage's short label inline (muted for future
stages). `size="xs"` variant keeps the cramped table-cell
footprint intact (no labels).
Already shipped (just annotation gap in master doc):
A3 EOI "Mark as signed without file" button — line 599 of
interest-eoi-tab.tsx, parent passes onMarkSigned. Master doc
already has `SHIPPED in 52342ee` annotation.
A6 Pageviews vs Sessions explainer — Info popover at line
157-181 of website-analytics-shell.tsx.
A8 BulkAddBerthsWizard CurrencySelect — line 376 (apply-to-all)
+ line 456 (per-row).
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaced 174 em-dashes (—) with " - " (space-hyphen-space) across 49
files in src/components + src/app. The em-dash reads as a tell-tale
"AI-generated" marker per the user's design feedback; hyphens with
spaces preserve the connector semantics without the AI tint.
Touched only lines outside pure-comment context (// /* * */). Code
comments, JSDoc, audit-log strings, structured logging strings, and
templates outside the lint scope retain their em-dashes for now —
they're not user-visible.
Also captured two remaining cases that used the `—` HTML entity
instead of the literal character (system-monitoring-dashboard,
interest-stage-picker) — replaced with a plain hyphen.
Bumped the existing `no-restricted-syntax` rule from `warn` → `error`
in eslint.config.mjs scoped to src/components/**/*.tsx +
src/app/**/*.tsx. New code reintroducing em-dashes in JSX text now
fails the lint gate.
Verified: tsc clean, vitest 1448/1448, eslint 0 em-dash warnings.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a plaintext-only SMTP connectivity test on the email-settings
page. Distinct from the branding-preview "Send a test" affordance:
- branding-preview exercises the full rendering pipeline (logo +
branded shell + colour) — useful for confirming the email *looks*
right.
- this test isolates SMTP — minimal HTML, plaintext alternative, no
logo dependency — so a failure is purely transport. Confirms the
configured credentials (env or per-port DB) reach the wire before
a real notification flow depends on them.
SMTP errors surface inline below the input (auth failure, ENOTFOUND,
connection refused, etc.) rather than as a passing toast — the whole
point of the test is to read them.
`/api/v1/admin/email/test-send` route reuses `sendEmail(...,
ctx.portId)` so per-port SMTP overrides are exercised the same way a
real notification would.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Logo / avatar / branding-image uploads were silently flattening alpha
channels because the cropper hardcoded JPEG output and the upload routes
hardcoded the `.jpg` extension. Transparent PNGs landed in storage as
opaque JPEGs with black-composited fringes around logo edges.
- ImageCropperDialog gains an `outputFormat: 'auto' | 'jpeg' | 'png'`
prop. `auto` (the new default) preserves alpha: PNG output when the
source MIME is PNG / GIF / WebP / AVIF, JPEG otherwise.
- SettingsFormCard's image-upload field forwards the cropper's chosen
MIME and extension into the FormData payload and adds an
`imageFormat` field-def hook for fields that should override the
auto-detection.
- Admin settings + avatar routes pick the storage-filename extension
from the upload MIME so PNG sources stay PNG end-to-end.
- Branding-routes refactor: the X-Port-Id header that apiFetch injects
is missing on raw FormData uploads, so the routes 400'd with "No
active port". Resolve port id from the URL slug via the now-exported
`resolvePortIdFromSlug` and attach the header manually.
- Logo previewUrl points at /api/public/files/{id} (returns image
bytes) instead of /api/v1/files/{id}/preview (returns JSON), so the
preview <img> actually renders.
- Email-background field declares 16:9 aspect so the cropper doesn't
fall back to a 1:1 circular mask for a viewport-cover image.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- InterestEoiTab history link renamed "Open" → "Open in Documents"
so the cross-section nav target is unambiguous.
- DocumentDetail Interest link sub-text now shows the derived
`berthLabel` (formatBerthRange of the in-EOI-bundle subset, falling
back to primary, then all linked berths). The link no longer
duplicates the Client name; falls back to clientName or "No berths
linked" when no berths exist.
- New /<port>/residential/page.tsx redirects to /residential/clients
so the breadcrumb's Residential link works.
- Residential interests list — whole row is now a Link target (was
hidden behind a trailing "View" link); hover + border accent on the
full row.
- Expenses PageHeader description "Track and manage port expenses" →
"Track and manage business expenses" (drop the redundant "port",
same audit pattern flagged in the queue).
- DropdownMenu base content capped at `max-h-96` (was the Radix
available-height variable, which stretched menus edge-to-edge); the
existing internal scroll handles overflow.
- Yacht Overview Notes block: replaced the legacy single-field
textarea with the threaded `<NotesList entityType="yachts">` for
parity with clients/interests/companies. Legacy `yacht.notes`
column stays in schema for EOI/contract merge-field path.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Removes the last hardcoded "Port Nimara" references so a tenant cloning
the deploy with a fresh slug sees their own brand throughout.
Browser + native chrome:
- `generateMetadata` reads `branding_app_name` from the first port row
so the browser tab title, apple-web-app title, and template literal
reflect the tenant (fallback "CRM" until DB is seeded).
- Mobile topbar derives the brand-mark initials from the port slug
("port-nimara" → "PN", "marina-alpha" → "MA") — no code edit on clone.
- `documenso-payload` default redirect URL is `""` so Documenso falls
back to its own post-sign page instead of routing every tenant's
signers to portnimara.com; per-port `redirectUrl` setting still wins.
- Server-startup log uses generic "CRM server listening".
Email + auth shell:
- New `auth-shell-branding.ts` resolves logo / background / appName once
per request from `system_settings`; used by both the email shell and
the auth-pages SSR layout.
- `auth-branding-provider` wraps `/login`, `/reset-password`, `/set-password`,
portal `/portal/*` so the branded shell hydrates with the same assets
the inbox sees.
- `me/email` change email uses the branded shell instead of inline HTML
with "Port Nimara CRM" baked into copy.
- Admin branding page adds an email-preview card (POSTs to
`/api/v1/admin/branding/email-preview`) so an admin can spot-check
their templates before going live.
- `/api/public/files/[id]` exposes branding-category files anonymously
so inbox images (no session cookie) can render; any other category
still flows through authenticated `/api/v1/files/[id]/preview`.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds the read-side Umami integration queued in last week's
website-analytics plan (Phases 1–6 of `docs/website-analytics-flesh-out-plan.md`):
- Realtime panel polls Umami at 5s intervals; world map renders visitor
origins via echarts + `public/world-map/echarts-world.json` topo.
- Sessions list + session-detail-sheet drill-down (per-session event
timeline pulled from `/api/v1/website-analytics`).
- Weekly heatmap (day-of-week × hour-of-day) for engagement timing.
- Metric-detail pages under `/[portSlug]/website-analytics/[metric]`
for pageviews / referrers / events deep-dives.
- Email-pixel write path: `/api/public/email-pixel/[sendId]` 1×1 GIF
beacon backed by `email_open_tracking` (migration 0076); resolves
inline on render in inbox.
- Tracked-link redirect: `/q/[slug]` routes through `tracked_links`
(migration 0077) and forwards to the canonical destination after
logging the click.
- Dashboard `website-glance-tile` now reads from the live Umami service
instead of placeholder data.
Deps: `@umami/node`, `echarts`, `echarts-for-react`, `@types/geojson`,
`@types/topojson-client`.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Surface hard-coded portnimara.com background image as a per-port
override:
- BrandingShell gains backgroundUrl; renderShell reads from
branding.backgroundUrl with the existing Port Nimara overhead URL
as the fallback default.
- getBrandingShell threads the value through from getPortBrandingConfig.
- PortBrandingConfig gains emailBackgroundUrl; SETTING_KEYS adds
brandingEmailBackgroundUrl mapped to 'branding_email_background_url'.
- /admin/branding page exposes the new field as an image-upload below
the logo with sizing guidance (1920x1080 JPG, pre-blurred).
This closes the last hard-coded portnimara.com asset URL in the email
shell — every transactional email now fully respects per-port branding
when the admin uploads their own assets. Logo override path was
already in place from R2-H15; the background was the missing piece.
Tests: 1374/1374 passing. tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase 1.3 — signing-invitation role copy
- Order-agnostic phrasing (was assuming client→developer→approver order;
ports configure any sequence so the "client has already signed"
assumption was brittle).
- Explicit developer-role branch + safe default for unknown roles.
Phase 1.4 — supplemental form per-port URL
- New supplemental_form_url registry entry (email.from section).
- Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl.
- /api/v1/interests/[id]/supplemental-info-request resolves the link
via per-port URL when set, falls back to /public/supplemental-info/<token>
CRM route when blank.
Phase 2 — deal-pulse signal expansion + admin config
- Compute function gains:
- +5 eoi_sent_recent (≤14d) — was previously invisible
- +15 deposit_received — strongest near-commit signal
- +10 contract_signed — closed-loop reinforcement until outcome flips
- -25 document_declined — strongest cooling signal
- -20 reservation_cancelled — booked-then-cancelled warning
- -30 berth_sold_to_other — primary berth lost to another deal
- Each signal honours optional per-port `signal_<id>_enabled` toggle.
- Registry adds master toggle (pulse_enabled), per-signal toggles, and
per-port label overrides (Hot/Warm/Cold rename).
- New /admin/pulse page mounted via RegistryDrivenForm.
- AdminSectionsBrowser entry under Configuration.
Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other)
needs follow-up: requires either schema timestamps on interests or
derivation from event tables. Master plan §B captures the gap.
Tests: 1374/1374 passing. tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires the long-dormant berths.status_override_mode column into a closed
loop so reps can reconcile berths flipped to under_offer/sold without a
backing interest.
Phase 1 — Status source tracking:
- updateBerthStatus() stamps 'manual' on every user-facing write
- berth-rules-engine.ts stamps 'automated' on auto-rule writes
- new clearBerthOverride() helper nulls the field and stamps the
reason "Reconciled via interest <id>" — only the wizard calls it
Phase 2 — Visual indicator:
- Amber "Manual" chip on berth-list rows where statusOverrideMode='manual'
AND no active linked interest (the candidates for catch-up)
Phase 3 — Reconciliation queue:
- new service listManualReconcileBerths() with cross-port-safe
NOT-EXISTS against activeInterestsWhere
- GET /api/v1/berths/reconcile-queue
- new page /[portSlug]/admin/berths/reconcile listing the queue,
each row linking to the catch-up wizard
Phase 4 — Catch-up wizard:
- POST /api/v1/berths/[id]/reconcile orchestrates create-client
(optional quick-create), create-interest with primary berth link,
and clearBerthOverride — composed via existing service helpers
- <CatchUpWizard> dialog: existing-client or quick-create, optional
yacht link, stage picker scoped to the current berth status, with
contract auto-setting outcome=won
Phase 5 — Entry points:
- sidebar Admin > "Reconcile berths" link
- berth-list row action menu shows "Catch up…" on flagged rows
Doc upload + payment recording (spec phases 4.4 / 4.5) are deferred —
once the interest exists, the rep uses the standard interest detail
page surfaces for those follow-ups. The wizard's MVP responsibility is
to take a manual berth to "interest exists, override cleared" in one
round-trip.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Step 7 per PRE-DEPLOY-PLAN § 1.7. The canonical noun for an in-flight
sales record is "interest" everywhere in the codebase — entity name,
schema, kanban label, URL, etc. Customer-visible "deal" remnants are
either a holdover from pre-refactor copy or hand-written admin
descriptions that drifted.
Sweeps applied:
- /admin/qualification-criteria description: "before a deal moves out
of the Enquiry stage" → "before an interest moves out…"
- /admin/documenso descriptions (×3): "per-deal upload-and-place…" →
"per-interest upload-and-place…"; "upload per deal" → "upload per
interest"; "drafted per deal" → "drafted per interest".
- bulk-archive-wizard.tsx placeholder: "late-stage deal" → "late-stage
interest".
- smart-archive-dialog.tsx title: "Late-stage deal" → "Late-stage
interest".
- /api/v1/berths/[id]/deal-documents → /api/v1/berths/[id]/interest-documents
(route directory renamed; the single in-tree caller in
berth-deal-documents-tab.tsx updated to match; React Query key also
switched to "berth-interest-documents" for cache hygiene).
The `BerthDealDocumentsTab` component name + `berth-deal-documents-tab.tsx`
file path are intentionally left as-is — pure aliases, internal to the
codebase, churn cost > readability win. Rename when next touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Step 5 per PRE-DEPLOY-PLAN § 1.4.13.
Service: bulkAddBerths(portId, inputs, meta) — input-level dedup
catches in-batch duplicates, then a single SELECT against existing
port rows rejects with ConflictError on first collision. All inserts
in one round-trip; audit log + realtime alert.
Validator: bulkAddBerthsSchema with min(1) max(500) per call.
Route: POST /api/v1/berths/bulk-add gated on berths.create.
Wizard UI (/[portSlug]/admin/berths/bulk-add):
Step 1 — dock letter A-E, range start+end mooring numbers, tenure
default. Generates N empty rows.
Step 2 — editable table with per-row dimensions / pontoon / pricing.
"Apply to all" inputs in the header row copy a value down every
row at once (covers the "every row is 40ft × 15ft at €125k" case
in two clicks). Per-row remove button.
Drag-fill deferred. Server-side mooring uniqueness check is canonical;
client-side dedup is a pre-flight courtesy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Per PRE-DEPLOY-PLAN § 1.3.7. Lays the foundation for admin-configurable
routing of every outbound email category to either the noreply or
sales sender account.
Pieces shipped:
- `src/lib/services/email-routing.ts` — EmailCategory enum (17
categories covering every shipped surface), DEFAULT_CATEGORY_ROUTING
map (auth/notifications/EOI-invite → noreply; brochure/PDF/sales
send-outs → sales), `resolveSenderForCategory()` + a graceful
fallback to noreply when the resolved sender is sales but creds
aren't configured.
- `GET / PATCH /api/v1/admin/email/routing` endpoints — gated on
`admin.manage_settings`. Returns the routing + sales-availability
flag + canonical category list.
- `EmailRoutingCard` — matrix UI dropped into /admin/email below the
sales-email-config card. Per-category dropdown auto-disables the
`sales` option when the port has no sales SMTP creds; explains the
state in an amber callout. Save-on-change with toast + "Reset to
defaults" button.
Setting persisted as `system_settings.email_routing` (JSONB blob).
Followup: opportunistic migration of existing dispatchers (sendEmail,
createSalesTransporter callers) to use `resolveSenderForCategory()` —
the defaults preserve current behavior so this is non-blocking.
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>
Drop the standalone /settings/profile route + user-profile component;
folding the same fields into user-settings means one place to update
and one menu item. UserMenu loses the Profile dropdown entry.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Admin UI binding for the developer + approver user-id fields that
Phase 1 schema'd but left unwired. Surfaces four new fields in the
Documenso settings card so admins can:
- Set per-port display labels for the developer/approver slots
(documenso_developer_label / approver_label) — drives email
subjects + signer-progress UI copy. Defaults to "Developer" /
"Approver" when blank.
- Link each slot to a CRM user (documenso_developer_user_id /
approver_user_id) — UUID from /admin/users.
Webhook side-effect:
- handleRecipientSigned's cascade now fires an in-CRM notification
for the next pending signer when their signerRole matches a
configured developer_user_id / approver_user_id. The branded
email is the primary channel; the notification is a defense-in-
depth nudge for users who live in the CRM all day.
- New notification type `document_signing_your_turn` with dedupeKey
`document:<id>:your-turn:<signerId>` so duplicate webhook
deliveries don't re-notify.
- Falls back silently when the binding isn't set or the signer
isn't a developer/approver — preserves the existing flow.
Out of scope (build plan flags as out-of-scope for v1):
- Auto-fill name/email when a user is selected: needs a typeahead
field type the SettingsFormCard doesn't have yet. Admin reads the
user's UUID from /admin/users and pastes; minor friction for a
one-time per-port config.
- Webhook handler reading the linked user's email and matching
against the inbound recipient: today the developer/approver email
settings already drive the matching; the user-id is purely a
notification target.
Tests: 1340/1340 ✅; tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Final pass over the unaddressed AUDIT-2026-05-12 dossiers, taking the
tractable Critical/High items from each:
error-ux-auditor (5 items)
- C2: 17 toast.error(err.message) sites swept to toastError(err, …) so
every user-visible failure carries a copy-paste Reference ID
- C3: apiFetch synthesizes a client-side correlation id when a 5xx
comes back with a non-JSON body (reverse-proxy HTML pages); message
becomes "The server is unreachable. Please try again." with code
UPSTREAM_UNREACHABLE
- C4: checkRateLimit fails OPEN when Redis is unavailable so an outage
no longer 500s login + portal sign-in; logged at warn so monitoring
catches it
- H2: StorageTimeoutError (name='TimeoutError') replaces the plain
Error throw in s3.ts withTimeout — error-classifier hints fire now
- H5: errorResponse() adopted across /api/storage/[token],
/api/public/website-inquiries, and the Documenso webhook body (drops
the "Invalid secret" reconnaissance string)
outbound-webhook-auditor (5 items)
- C1: signature is now HMAC(secret, `${ts}.${body}`) with the
timestamp surfaced as X-Webhook-Timestamp so receivers can reject
replays outside a freshness window
- C3: dead-letter with reason missing_signing_secret when secret is
null (defence-in-depth against DB tampering / future migration
mistakes)
- H2: webhooks queue bumped to maxAttempts=8 with 30 s base
exponential backoff so a 30 s receiver blip during a deploy no
longer dead-letters every in-flight event; per-queue
backoffDelayMs added to QUEUE_CONFIGS
- M1: SSRF denylist gains Oracle Cloud metadata 192.0.0.192
- M2: dispatch-time https:// assertion before fetch, so a bad DB edit
can't slip plaintext through
storage-pathing-auditor (2 items)
- H1: berth-PDF presigned-upload keys now `${portSlug}/berths/…/…`
with portSlug threaded into backend.presignUpload — engages the
filesystem-proxy port-binding `p` token verifier
- H2: presignDownloadUrl auto-derives portSlug from the key's first
segment when callers don't pass it, so all 8 download sites engage
the `p`-token guard without per-site plumbing
search-auditor (1 item)
- H3: removed dead void wantEmail; void wantPhone; pair plus the
unused looksLikeEmail helper — the bucket-reorder it was scaffolded
for was never wired
maintainability-auditor (1 item)
- M2: swept seven abandoned `void <symbol>` markers and their dead
imports across clients/bulk, interests/bulk, admin/email-templates,
admin/website-submissions, alert-rules, and notes.service
Deferred to future work (substantial refactors, schema migrations, or
multi-file UI work):
- error-ux M3-M8 (global-error.tsx, per-route loading.tsx coverage,
ErrorBanner component, /api/ready route, worker DLQ admin surface)
- maintainability C1-C4 (documents/search/notes service splits,
interest-tabs split — multi-hour refactors)
- currency C1-H5 (mixed-currency dashboard aggregation, FX history
table, rounding policy) — wait for second non-USD port
- outbound-webhook C2 (deliveries reaper job), H1 (DNS-rebind TOCTOU
with undici Agent), H3 (circuit-breaker), H5 (presigned-post-policy)
- storage-pathing C2 (orphan reaper), H3-H5 (streaming + content-type
binding)
Tests: 1315/1315 vitest ✅ ; tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Add a default [portSlug]/loading.tsx that covers all 72 nested routes
that previously rendered nothing during the cold-load gap. Uses the
existing PageSkeleton (page-header + table-skeleton) so the empty-header
flash on direct-URL visits / tab navigations is gone.
Add tailored loading.tsx for the four other tab-strip detail surfaces so
their initial paint mirrors the real page structure (header strip,
pipeline stepper for interests, tab strip, two-column overview):
- yachts/[yachtId]/loading.tsx
- companies/[companyId]/loading.tsx
- interests/[interestId]/loading.tsx
- berths/[berthId]/loading.tsx
(clients/[clientId]/loading.tsx already existed.)
Closes ui/ux M3.
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>
Replaces the useState + useEffect + apiFetch pattern with TanStack
Query in six admin list pages — same pattern, mechanical refactor:
- admin/tags/tag-list
- admin/ports/port-list
- admin/roles/role-list
- admin/users/user-list
- admin/document-templates/template-list
- admin/webhooks/page
- dashboard/timezone-drift-banner (also: detected-tz reads via
useSyncExternalStore so render stays pure)
Side benefits: list refetches now share a query cache across tabs
(via @tanstack/query-broadcast-client-experimental that was wired
up earlier this branch), so when admin A edits a role in one tab,
admin B's tab sees the updated row without a manual reload.
set-state-in-effect warnings: 51 → 45.
Verified: tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Ran the official @tailwindcss/upgrade tool:
- tailwind.config.ts → @theme directive in globals.css
- @tailwind base/components/utilities → @import 'tailwindcss'
- postcss.config switched from tailwindcss + autoprefixer to
@tailwindcss/postcss (autoprefixer baked in)
- focus-visible:outline-none → focus-visible:outline-hidden (the v3
utility was a footgun — outline still showed in forced-colors mode)
Reverted the migration tool's over-zealous variant="outline" →
variant="outline-solid" rename on CVA prop values; that rename was
meant for the Tailwind `outline:` utility, not our Button/Badge
component variants.
Swapped tailwindcss-animate (v3-style JS plugin) for tw-animate-css
(v4-native @import). Same utility surface (animate-spin, animate-in,
etc.), one fewer JS plugin in the bundle.
Fixed the upgrade tool's malformed dark variant
(@custom-variant dark (&:is(class *)) — `class` was being parsed as
a tag) to canonical &:where(.dark, .dark *).
Verified: tsc 0 errors, eslint 0 errors (16 pre-existing warnings),
vitest 1315/1315, next build clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase 1 / commit 2 of 14 — adds the admin-facing logo upload that the
brand-kit Header pulls in for every internal-only PDF.
Server pipeline (src/lib/services/logo.service.ts):
- magic-byte format check via sharp metadata
- rejects animated/multi-frame inputs
- SVGs sanitized via svgo preset-default + post-pass regex check
(rejects <script>, on*=, javascript:, external href, <foreignObject>),
then rasterized to PNG at 300 DPI
- HEIC/HEIF/AVIF/WEBP all auto-converted to PNG by sharp
- optional crop coords applied server-side (bounds-checked first)
- auto-trim near-white borders
- resize so longest edge <= 1200px, sRGB, palette-PNG
- rejects undersized output (< 200px any side) or > 1MB
- atomic system_settings upsert; soft-archives prior file row + storage object
API:
GET /api/v1/admin/branding/logo current logo metadata
POST /api/v1/admin/branding/logo multipart upload + crop
DELETE /api/v1/admin/branding/logo clear; future PDFs fall back
to port-name text header
GET /api/v1/admin/branding/logo/sample-pdf renders branding-sample.tsx
with the current logo so
admins can spot-check
letterboxing in real shell
UI:
src/components/admin/branding/pdf-logo-uploader.tsx
- react-image-crop with Wide 3:1 / Square 1:1 / Freeform aspect toggle
- file picker accepts PNG/JPEG/WEBP/SVG/HEIC/HEIF/AVIF (up to 5 MB)
- dark-band preview swatch shows how the logo lands in the header
- post-upload warnings panel surfaces every server-side normalization
(resized, trimmed, JPEG no-alpha warning, SVG rasterized, etc.)
- "Test with sample PDF" button streams a real PDF for spot-check
- "Remove" tears down the file + storage object + setting
Wired into the existing /admin/branding settings page beneath the
Identity and Email-branding cards.
Audit:
Two new AuditAction enum values added: branding.logo.uploaded and
branding.logo.archived. Captured per upload + per archived prior logo.
Tests:
tests/unit/logo-service.test.ts (11 tests): sharp pipeline happy path,
undersized rejection, empty/oversized rejection, non-image rejection,
out-of-bounds crop rejection, in-bounds crop, SVG rasterization, SVG
with embedded script rejection, SVG with external href rejection,
JPEG-with-no-alpha warning collection.
1308/1308 vitest green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Resolved 65 type errors across the codebase via these v4 migration
patterns:
- `ZodError.errors` renamed to `ZodError.issues` (4 call sites in auth
routes + central error handler).
- `z.record(value)` now requires explicit key type: `z.record(z.string(),
value)`. Updated 7 sites across templates / forms / saved-views /
website-inquiries.
- `.refine(check, msgFn)` second-arg shape changed — now requires an
`{ error: (issue) => ... }` object form. Updated
`mergeFieldsSchema` in document-templates validator.
- `.transform(...).default(...)` chains: v4 enforces default value type
matches transform OUTPUT. Reordered to `.default(...).transform(...)`
in list-query / company-memberships handlers.
- `z.coerce.*()` INPUT type widened to `unknown` in v4. Service signatures
using `z.input<typeof schema>` (kept for caller flexibility around
defaults) now re-parse via `schema.parse(data)` to recover the
post-coercion shape Drizzle needs. Done in berth-reservations service.
Invoice service narrows `lineItems` locally with a typed cast since
re-parsing would double-validate.
- `.optional().transform(...)` no longer propagates the optional marker
through v4's new ZodPipe. Moved `.optional()` to the END of chain in
`optionalDesiredDimSchema` (interests) and documents list query
(folderId, signatureOnly).
- ZodIssue subtype shapes simplified: `received` removed from
invalid_type, `type` renamed to `origin` on too_small. Test fixtures
updated.
- @hookform/resolvers v5 splits Resolver into 3-generic form (Input,
Context, Output). useForm calls in 6 forms (client, yacht, berth,
interest, expense, invoices-new-page) now pass explicit generics:
`useForm<z.input<typeof schema>, unknown, z.infer<typeof schema>>`.
Verified: tsc clean (0 errors), vitest 1293/1293 pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
