Commit Graph

21 Commits

Author SHA1 Message Date
d2804de0d1 fix(ux): inline yacht-prereq picker + deprioritize country in client form
F23: when the rep tries to leave the Enquiry stage on an interest with no yacht linked, the stage popover now switches into an inline yacht-picker view (filtered to the client's own yachts when known). On submit it PATCHes interest.yachtId then chains the stage move, so the prereq fix and the advance happen in one flow instead of the rep bouncing to the validation error toast.
F24: Country moved out of the Basic Information section (next to Full Name *) into Source & Preferences alongside Timezone — country is timezone-hint material, not first-line identity data. Quick-path for a new client is now just name + contact.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 23:46:36 +02:00
84468386d9 fix(ux): T4 polish wave — empty-contact filter, redirect-on-create, friendly stage errors
F19: client form drops empty-value contacts on submit; auto-promotes first remaining row to primary if none flagged.
F20: new-interest dialog redirects to the detail page on create instead of bouncing back to the list.
F21: stage-transition validation errors render with STAGE_LABELS — "Yacht is required before leaving the Enquiry stage." (was "yachtId is required before leaving stage=enquiry").
F22: blocked-stage marker swapped from the ⚑ unicode glyph to a Lucide AlertTriangle with aria-label.
F25: documents-hub folder selection moves to ?folder=<id> querystring so deep-link / browser-back / refresh round-trip the current folder.
F26: reopen-outcome action now toasts "Outcome cleared — interest is open again."
F27: stage PATCH where target === current short-circuits to a no-op return; downstream callers don't see a phantom stage_change audit row.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 23:42:27 +02:00
a77b3c670a feat(ux): P-4.5 inquiry linkage + docs N+1 parallelization
Step 4 (in progress) — first slice of UX features.

P-4.5: inquiry → client linkage now survives the triage conversion.

- inquiry-inbox.tsx adds `?create=1` to the redirect so the new-client
  sheet auto-opens (the existing prefill_* params were already being
  written but the form never opened).
- client-list.tsx reads prefill_name / prefill_email / prefill_phone /
  prefill_source / prefill_inquiry_id from useSearchParams and passes
  them to ClientForm via a typed `prefill` prop.
- ClientForm hydrates the create-flow initial values from the prefill
  AND threads `sourceInquiryId` through to the createClient mutation.
- createClientSchema accepts `sourceInquiryId`; the existing service
  spread already passes it to drizzle's insert.

Net effect: a website inquiry that gets converted now lands as a
client row with `clients.source_inquiry_id` populated. The conversion
funnel-by-source chart (Step 6) can attribute the win back to the
originating inquiry.

Documents tab N+1: `listInflightWorkflowsAggregatedByEntity` previously
walked direct + every company + every yacht + every related client
sequentially. On a busy client (~25 related entities) this was ~50
sequential round-trips with cumulative latency. Replaced with a single
`Promise.all` over the four lookup groups + nested Promise.all over
the per-entity queries within each group. Same query count, but wall-
clock collapses from "sum of every query" to "max single round-trip"
(typically <100ms now vs >1s before).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 15:37:23 +02:00
6b28459c45 feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
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>
2026-05-14 03:39:21 +02:00
c8ea9ec0a0 fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
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>
2026-05-13 12:37:22 +02:00
689a114aba fix(audit-wave-9): copy/terminology sweep (copy-auditor)
Address the highest-impact items from the copy-auditor's CRITICAL +
HIGH + MEDIUM bands:

**C2 portal raw-status leak**
- Drop the staff-only `leadCategory` chip from the portal interests
  page entirely. Privacy + optics: clients should never see "hot lead"
  in their own portal. `eoiStatus` was already wrapped in
  `portalSigningLabel`; only the categorical chip remained.

**C3 signing-status label drift**
- Add `src/lib/labels/document-status.ts` as the single source of
  truth for the {draft, sent, partially_signed, completed, expired,
  cancelled} lifecycle: labels (CRM + portal variants), StatusPill
  variant, and the "active / in-flight" set.
- Wire it into interest-eoi-tab, interest-contract-tab,
  interest-reservation-tab — they previously redefined identical
  STATUS_LABELS / ACTIVE_STATUSES blocks per-file.

**H1 + M3 verbiage codemod**
- `Save Changes` → `Save changes` (sentence case, matches the
  surrounding admin/CRM pattern).
- `Saving...` (ASCII three dots) → `Saving…` (Unicode ellipsis).
  Matches the project's UTF-8-elsewhere convention and reads
  correctly via screen-readers.

**M1 envelope jargon → signing request**
- smart-archive-dialog: "Leave envelope pending" → "Leave signing
  request pending"; "Void the signing envelope" → "Cancel the signing
  request"; section header updated to match.
- document-detail: "voids the signing envelope" → "cancels the signing
  request".
- bulk-archive-wizard: "leave invoices/signing envelopes alone" →
  "leave invoices/signing requests alone".
- Documenso admin page intentionally keeps `envelope` (dev/integration
  vocabulary).

**M5 Hot Lead casing**
- Normalize `Hot Lead` / `General Interest` / `Specific Qualified` to
  sentence case in `constants.ts` LABEL_OVERRIDES and all per-file
  lead-category maps so the CRM trend (sentence case) is consistent.

**C1 surface-level rename**
- "Linked prospect (optional)" → "Linked interest (optional)" on the
  berth status-change dialog.
- "Deal Documents" tab → "Interest Documents" (URL/route kept as
  `/deal-documents` to avoid breaking deep links; rename deferred).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:12:40 +02:00
acf878f997 feat(deps): bump zod 3→4 + @hookform/resolvers 3→5
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>
2026-05-12 18:29:03 +02:00
04a594963f feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
  in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
  pipeline stage of any active linked interest (server-aggregated, ranks by
  PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
  combobox: search, recent-first sort, stage-coloured pills

Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
  links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
  STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
  "10% Deposit → Contract Sent"

EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
  yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
  framed by short copy explaining what's inline vs what needs the canonical
  page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
  PATCH without an extra round-trip

Company form
- New "Connections" section lets the rep attach members (clients) and yachts
  during create. Yacht attach uses the existing transfer endpoint so audit
  log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
  stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
  client owns yachts not yet linked) and an optional "Create interest" step
  pre-filled with the first attached client

Admin
- /admin landing gains a searchable index — typed query flattens groups into
  a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
  with the user-facing language rename from round 1)

Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
  the rep's literal entry (ft OR m) is preserved verbatim instead of being
  reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
  ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
  derived from the ft canonical to keep the recommender SQL unchanged

Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
  to include the new id + unit fields on the EoiContext / Berth shapes

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
3ffee79f3f feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones
Mobile + responsive
- berth-form full-width on phones (was 480px fixed → overflowed iPhone)
- currency-input switched to inputMode=decimal with live thousands separator
- client-form Country/Timezone/Source/Preferred-Contact full-width <sm
- contacts row restructured so Primary toggle + Remove get their own strip
- customize-dashboard footer stacks vertically on mobile; Done full-width
- interest-form client/berth pickers no longer cmdk-filter on UUID (typing
  "Carlos" now returns Carlos Vega instead of "No clients found")

Data + consistency
- SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces
  now resolve interest/client source from one place
- INTEREST_OUTCOMES adds lost_other (picker, badge, timeline)
- Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort
- archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles
- TableBody last-row uses border-b-0 (not border-0); colored left-accent
  on the bottom berth row now renders
- Hide Invite-to-Portal until port setting === true (was !== false default-show)
- OwnerPicker primer query resolves entity name on first paint (no more
  UUID flash before the popover opens)

Terminology
- Replaced user-facing "Documenso" with "signing service" / "Generated EOI" /
  "Manual EOI" in 8 components (admin/internal references kept)
- Plainer status-change copy on berth-detail-header

Forms + editing
- InlineEditableField gained a `date` variant (native picker); applied to
  company incorporation date and ready for other YYYY-MM-DD plaintext fields
- Inline source picker on interest-tabs detail (was free text)
- TagPicker self-hides when port has no tags AND nothing is selected
- New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom)
- Compose dialog follow-up is now a toggle that reveals datetime picker

Pipeline milestones
- changeStageSchema accepts optional milestoneDate; service stamps it on the
  matching date column instead of always using now
- MilestoneAdvanceButton popover collects a back-date before stage advance
- Applied to every "Mark X manually" surface on the interest overview

EOI / linked-berths polish
- Add-bypass row aligned inline with toggle descriptions
- Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their
  legal vs. public-map consequences

Surfaces
- Companies list now has the column picker + persisted hidden-column prefs
- NotesList aggregate flag enabled on clients, companies, residential_clients
  (yachts already aggregated)

ft/m unit toggle (interim, before drift fix)
- "Berth size desired" gets a section-level ft/m toggle; per-field hint shows
  the converted value. Storage stays canonical-ft for now; the drift-safe
  persistence migration is the next step.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
82fd75081a feat(forms): country→timezone autoset, "Other" channel hint, polish
Client form: when nationality is picked and timezone empty, primary
IANA zone for the country is pre-filled (skips when user has chosen
a zone explicitly). When a contact's preferred channel is `'other'`,
the inline `Label` field flips to "Specify" / "e.g. Telegram, Signal"
so the rep records what the channel actually is.

Yacht form: replace the free-text 2-letter flag input with the shared
`CountryCombobox` so flags stay valid ISO codes.

User settings: timezone pre-populates from
`Intl.DateTimeFormat().resolvedOptions().timeZone` on first load
(was empty before); country change auto-fills timezone with the same
helper as the client form. Phone field upgraded to the shared
`<PhoneInput>` (country-flag dropdown + AsYouType formatter) seeded
from the page's country state.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 04:10:47 +02:00
3e4d9d6310 feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.

EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.

Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.

Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.

Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).

Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).

Berth interest list overhaul:
  - Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
  - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
  - Per-letter row tinting via colored left-border accent + dot in cell
  - Documents tab merged Files (single attachments section)

Topbar improvements:
  - Always-visible back arrow on detail pages (path depth > 2)
  - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
    push their entity hierarchy (Clients › Mary Smith › Interest › B17)
  - Tighter spacing, softer separators, 160px crumb truncation

DataTable upgrades:
  - Page-size selector with All option (validator cap raised to 1000)
  - getRowClassName slot for per-row styling (used by berth tinting)
  - Fixed Radix SelectItem crash on empty-string values via __any__
    sentinel (was crashing every list page that opened a select filter)

Interest list:
  - Configurable columns picker
  - Stage cell clickable into detail
  - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
  - Save view moved into ColumnPicker menu; Views button hidden when
    no views are saved
  - Pipeline kanban board endpoint at /api/v1/interests/board with
    minimal projection, 5000-row cap + truncated banner, filter
    pass-through

Mobile chrome + sidebar collapse removed (always-expanded design choice).

User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
Matt Ciaccio
8699f81879 chore(style): codebase em-dash sweep + minor layout polish
Some checks failed
Build & Push Docker Images / lint (push) Failing after 1m18s
Build & Push Docker Images / build-and-push (push) Has been skipped
Replaces every em-dash and en-dash with regular ASCII hyphens
across comments, JSX strings, and dev-facing logs. Mostly cosmetic
but stops the inconsistent mix that crept in over the last few
months (some files used em-dashes in comments, others didn't,
some used both).

Bundles two small dashboard-layout tweaks that touch a couple of
already-modified files:
- (dashboard)/layout.tsx main padding goes from p-6 to pt-3 px-6
  pb-6 so page content sits closer to the topbar.
- Sidebar now receives the ports list it needs for the footer
  port switcher.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-04 22:57:01 +02:00
Matt Ciaccio
cb83b09b2d Merge feat/dedup-migration: client dedup library + NocoDB migration script + admin queue
# Conflicts:
#	.gitignore
#	src/lib/db/migrations/meta/_journal.json
2026-05-03 16:24:13 +02:00
Matt Ciaccio
e9359fc431 feat(client): interests tab + pipeline summary panel + list-row counts
Promotes interests from a stub tab to a first-class surface on the client
detail page, and surfaces pipeline activity in two more places:

UI:
  - New ClientInterestsTab (475 lines) — table of every active interest
    for the client with stage-stepper visualization, lead category, source,
    last-activity timestamp, and a drawer-on-tap row preview.
  - New OverviewTab pipeline-summary panel above the existing 2-column
    layout, rendering ClientPipelineSummary (already on this branch) in
    its panel variant. Reps see the live pipeline at a glance without
    leaving Overview.
  - Removes "Preferred Language" inline field from the Overview tab and
    the create form — unused, and the field added noise without driving
    any downstream behavior.
  - Tab order: Overview / Interests / Yachts / Companies / ... (Interests
    moves up from the back of the list, where it was a stub anyway).

Data:
  - listClients now returns interestCount + latestInterest{stage, mooring}
    per row, joined from interests + berths in two parallel queries.
    ClientRow type updated to surface them; Client list views can now
    render "3 interests · last on D-02 (EOI Signed)" without a per-row
    fetch.
  - Contact rows in client detail now expose valueE164 + valueCountry to
    the UI (already returned by the API; just wasn't typed through the
    detail-page contract).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 16:14:37 +02:00
Matt Ciaccio
4bcc7f8be6 feat(dedup): runtime surfaces — merge service, at-create suggestion, admin queue (P2)
Adds the live dedup pipeline on top of the P1 library + P3 migration
script. The new `client/interest` model now actively prevents duplicate
client records at creation time and gives admins a queue to triage
the borderline pairs the at-create check missed.

Three layers, per design §7:

Layer 1 — At-create suggestion
==============================

`GET /api/v1/clients/match-candidates`
  Accepts free-text email / phone / name from the in-flight client
  form, normalizes them via the dedup library, and returns scored
  matches against the port's live client pool. Filters out
  low-confidence noise (the background scoring queue picks those up
  separately). Strict port scoping; never leaks across tenants.

`<DedupSuggestionPanel>` (`src/components/clients/dedup-suggestion-panel.tsx`)
  Debounced React Query hook. Renders nothing for short inputs or
  no useful match. On a high-confidence match it interrupts visually
  with an amber-tinted card and a "Use this client" primary button.
  Medium confidence falls back to a softer "possible match — check
  before creating" treatment.

`<ClientForm>`
  Renders the panel above the form (create path only — skipped on
  edit). New `onUseExistingClient` callback fires when the user
  picks the existing client; the form closes and the parent decides
  what to do (typically: navigate to that client's detail page or
  open the create-interest dialog pre-filled).

Layer 2 — Merge service
=======================

`mergeClients` (`src/lib/services/client-merge.service.ts`)
  The atomic merge primitive that everything else calls. Single
  transaction. Per §6 of the design:

  - Locks both rows (FOR UPDATE) so concurrent merges of the same
    loser fail with a clear error rather than racing.
  - Snapshots the full loser state (contacts / addresses / notes /
    tags / interest+reservation IDs / relationship rows) into the
    `client_merge_log.merge_details` JSONB column for the eventual
    undo flow.
  - Reattaches every loser-side row to the winner: interests,
    reservations, contacts (skipping duplicates by `(channel, value)`),
    addresses, notes, tags (deduped), relationships.
  - Optional `fieldChoices` — per-scalar overrides letting the user
    keep the loser's value for fullName / nationality / preferences /
    timezone / source.
  - Marks the loser archived with `mergedIntoClientId` set (a redirect
    pointer for stragglers; never hard-deleted within the undo window).
  - Resolves any matching `client_merge_candidates` row to status='merged'.
  - Writes audit log entry.

Schema additions:
  - `clients.merged_into_client_id` (nullable text, indexed) — the
    redirect pointer set on archive.

Tests: 6 cases against a real DB — happy path moves rows + writes log;
self-merge / cross-port / already-merged refused; duplicate-contact
deduped on reattach; fieldChoices copies loser values to winner.

Layer 3 — Admin review queue
============================

`GET /api/v1/admin/duplicates`
  Pending merge candidates (status='pending') for the current port,
  with both client summaries hydrated for side-by-side rendering.
  Skips pairs where one side is already archived/merged.

`POST /api/v1/admin/duplicates/[id]/merge`
  Confirms a candidate. Body picks the winner; the other side
  becomes the loser. Calls into `mergeClients` — the only path that
  writes `client_merge_log`.

`POST /api/v1/admin/duplicates/[id]/dismiss`
  Marks the candidate dismissed. Future scoring runs skip the same
  pair until a score change recreates the row.

`<DuplicatesReviewQueue>` (`/admin/duplicates`)
  Side-by-side card UI for each pending pair. Click a card to pick
  the winner; the other side is automatically the loser. Toolbar:
  "Merge into selected" + "Dismiss". No per-field merge editor in
  this PR — that's a future polish; the simple "pick the better row"
  flow handles ~80% of cases.

Test coverage
=============

11 new integration tests (76 added in this branch total):
  - 6 mergeClients (atomicity, refusal cases, contact dedup,
    fieldChoices)
  - 5 match-candidates API (shape, port scoping, confidence tiers,
    Pattern F false-positive guard)

Full vitest: 926/926 passing (was 858 before the dedup branch).
Lint: clean. tsc: clean for new files (only pre-existing errors in
unrelated `tests/integration/` files remain, same as before this PR).

Out of scope, deferred
======================

- Background scoring cron that populates `client_merge_candidates`
  (the queue is empty until this lands; manual seeding works for
  now via the at-create flow).
- Side-by-side per-field merge editor with checkboxes (the simple
  "pick the winner" UX shipped here covers ~80% of real cases).
- Admin settings UI for tuning the dedup thresholds. Defaults from
  the design (90 / 50) are baked in for now.
- `unmergeClients` (the snapshot is captured in client_merge_log;
  the undo endpoint just hasn't been wired yet).

These are all natural follow-up PRs that don't block shipping the
runtime UX.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 14:59:04 +02:00
Matt Ciaccio
27cdbcc695 chore(i18n): drop legacy free-text country/nationality columns
Test-data only — no production migration needed (per earlier decision).
Schema is now ISO-only; readers convert ISO codes to localized names where
human-readable output is required (EOI documents, invoices, portal).

Migration 0016 drops:
  - clients.nationality
  - companies.incorporation_country
  - client_addresses.{state_province, country}
  - company_addresses.{state_province, country}

Code paths that previously read free-text values now read the ISO column
and pass through `getCountryName()` / `getSubdivisionName()` for rendering.
Document templates ({{client.nationality}}), portal client view, EOI/
reservation-agreement contexts, and invoice billing addresses all updated.

Public yacht-interest endpoint (/api/public/interests) drops the legacy
fields from its insert path and writes ISO codes only. The Zod validators
no longer accept the legacy fields — older website builds posting raw
'incorporationCountry' / 'country' / 'stateProvince' will get 400s.
Server-side phone normalization is unchanged.

Seed data updated to use ISO codes (GB/FR/ES/GR/SE/IT/GH/MC/PA), spread
across continents to keep test fixtures realistic.

Test assertions updated to match the new render shape (e.g.
'United States' not 'US', 'California' not 'CA').

Vitest: 741 -> 741 (unchanged count; assertions updated, no new tests).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:00:57 +02:00
Matt Ciaccio
16d98d630e feat(i18n): country/phone/timezone/subdivision primitives + form wiring
Cross-cutting i18n polish for forms across the marina + residential + company
domains. Introduces a single source of truth for country/phone/timezone/
subdivision data and replaces every nationality-as-free-text and timezone-
as-string Input with a dedicated combobox.

PR1  Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames
     for localized labels, detectDefaultCountry() with navigator-region
     fallback to US, CountryCombobox with regional-indicator flag glyphs +
     compact mode for inline use.
PR2  Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType /
     callingCodeFor), PhoneInput with flag dropdown + national-format
     AsYouType + paste-detect that flips the country dropdown for pasted
     international strings.
PR3  Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/
     ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"),
     TimezoneCombobox with Suggested/All grouping driven by countryHint.
PR4  Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2
     codes for every country), per-country cache, SubdivisionCombobox with
     "Pick a country first" / "No regions available" empty states.
PR5  Schema deltas (migration 0015) — clients.nationality_iso, clientContacts
     {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso},
     residentialClients {phone_e164, phone_country, nationality_iso, timezone,
     place_of_residence_country_iso, subdivision_iso}, companies {incorporation_
     country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso,
     subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used
     by every entity validator + route handler.
PR6  ClientForm + ClientDetail — CountryCombobox replaces nationality Input,
     TimezoneCombobox replaces timezone Input (driven by nationalityIso hint),
     PhoneInput conditionally rendered for phone/whatsapp contacts. Inline
     editors (InlineCountryField / InlineTimezoneField / InlinePhoneField)
     for the detail-page overview rows + ContactsEditor.
PR7  Residential client form + detail — phone -> PhoneInput, nationality/
     timezone/place-of-residence-country/subdivision rows in both create
     sheet and inline-editable detail view. Subdivision wipes when country
     flips since codes are country-scoped.
PR8  Company form + detail — incorporation country -> CountryCombobox,
     incorporation region -> SubdivisionCombobox in both modes.
PR9  Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry
     and i18n fields from newer website builds, server-side parsePhone()
     fallback for legacy raw-international submissions. Old Nuxt builds
     keep working unchanged.

Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for
the public phone-normalization path (3 tests), 1 smoke spec asserting the
combobox triggers render in all three create sheets.

Test totals: vitest 713 -> 741 (+28).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
Matt Ciaccio
a6d6647bb2 refactor(clients): strip yacht/company/proxy sections from client form 2026-04-24 14:27:47 +02:00
082d4f20e3 Fix all TypeScript errors: restore proper types and typed route casts
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- Restore `as any` casts for Next.js typedRoutes on dynamic routes
- Use proper types for PDF templates, invoice/expense data, DB schema
- Fix PgColumn casts in sort helpers for expenses/invoices
- Add null guards for optional port/client in record-export
- Fix vitest config (remove invalid poolOptions)
- Lint: 0 errors, TypeScript: 0 errors

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:29:55 +01:00
4c20bcffcd Fix all ESLint errors: remove unused imports, replace any types
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- Remove ~60 unused imports and variables across 88 files
- Replace ~80 `any` type annotations with proper types (unknown,
  Record<string, unknown>, or specific types)
- Prefix unused callback args with underscore
- Fix unescaped JSX entities
- Lint now passes cleanly (0 errors, 2 intentional img warnings)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 12:06:18 +01:00
67d7e6e3d5 Initial commit: Port Nimara CRM (Layers 0-4)
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Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00