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>
Berth detail page now has two tabs:
- Spec: the existing versioned berth-spec PDF surface (current panel,
version history, parser badge).
- Deal Documents: NEW. Lists EOIs / contracts / etc. attached to
interests currently linked to this berth via interest_berths.
New service helper listDealDocumentsForBerth joins documents →
interests → interest_berths with a port_id guard on both sides.
GET /api/v1/berths/[id]/deal-documents wraps it, gated on berths.view.
Read-only — title, type, status badge, and an Open link to the source
interest page. Edits / sends still happen on the interest's own page.
The Spec tab paragraph now points reps to the new Deal Documents tab
instead of telling them to navigate via Interests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pre-commit hook reformatted these files after the substantive commits.
No semantic changes — markdown table alignment, list indentation, and
emphasis style normalisation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pull verbatim SingleSelect choices from NocoDB Berths via MCP and lock
them into BERTH_*_OPTIONS / _TYPES in lib/constants.ts: Side Pontoon
(10 values), Mooring Type (5), Cleat Type (2), Cleat Capacity (2),
Bollard Type (2), Bollard Capacity (2), Access (5), Area (A–E), Bow
Facing (4-value UX-only constraint over a SingleLineText). Power
Capacity / Voltage stay numeric inputs (NocoDB stores Number).
Add `toSelectOptions()` mapper for shadcn `<Select>` `{value,label}`
pairs.
Wire every berth dropdown — both the modal form and the inline-edit
detail tabs — to `<Select>`. Inline `EditableSpec` gains
`selectOptions` for the variant and `linkedUnit { field, multiplier }`
to auto-patch the metric column on save (× 0.3048 for ft→m on length,
width, draft, nominal boat size, water depth).
Promote nominal boat size + tenure type from read-only `<SpecRow>` to
`<EditableSpec>` so reps can edit them. Tenure type currently uses the
validator's `'permanent' | 'fixed_term'` set; will swap to per-port
configurable list once Vocabularies admin lands (Wave 5).
Mobile berth cards: replace status-coloured stripe with
`mooringLetterDot()` so it groups by dock letter; status conveyed by
the existing pill below. Berth detail header: "{Letter} Dock" chip
instead of bare "A" / "B" text. Berth area filter: `<Select>` over
A/B/C/D/E (renamed to "Dock"). Documents tab gets a one-paragraph
explainer disambiguating the spec PDF from deal documents (Interests
tab).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
H7: Three tabs were rendering "coming soon" placeholders to every user
on every detail page:
- Client Files: now uses ClientFilesTab (already existed) which renders
the FileGrid + upload zone via /api/v1/files?clientId=...
- Client Reservations: split into Active / History sections; History
lazy-loads ended + cancelled reservations on demand from
/api/v1/berth-reservations?clientId=&status=
- Berth Waiting List + Maintenance Log: removed from buildBerthTabs
until the underlying surfaces ship (schema tables exist; UIs don't)
R2-M5: Company Documents tab was a "Coming soon" EmptyState. Removed
from buildCompanyTabs until /api/v1/files accepts a companyId filter
(schema supports it, validator doesn't).
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Berth detail page was the last entity using read-only SpecRow widgets
while clients/yachts/companies all use the click-to-edit
InlineEditableField pattern. Marina staffers couldn't update
length/width/draft/price etc without exporting and re-importing.
- New EditableSpec wrapper preserves the SpecRow look + null-hiding
behaviour but defers the value to InlineEditableField with a per-
field PATCH callback.
- useBerthPatch hook hits PATCH /api/v1/berths/{id} (already shipped)
and invalidates the React Query cache for both the list and the
individual berth.
- Numeric helper handles the schema's NUMERIC-as-string convention:
empty input → null, non-numeric → throws, valid → coerced to number.
- 12 fields now editable: lengthFt, widthFt, draftFt, waterDepth,
mooringType, sidePontoon, bowFacing, access, powerCapacity, voltage,
cleatType, cleatCapacity, bollardType, bollardCapacity, price.
- Tags card uses InlineTagEditor instead of read-only badges, matching
the yacht/client pattern. The /api/v1/berths/[id]/tags endpoint was
already in place.
- Dropped the formatDim/formatPower/formatVoltage/price helpers that
inlined the metric column or currency suffix; the editable layout
shows ft/kW/V suffixes inline with the field labels instead. The
metric column is editable separately if needed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Until now only the global /admin/audit page surfaced audit_logs. Each
entity detail page either lacked the Activity tab entirely or rendered
"Activity log coming soon" text.
- entity-activity.service.loadEntityActivity wraps searchAuditLogs
with actor-email resolution; reused by all 5 endpoints.
- New endpoints: /api/v1/{clients,yachts,companies,berths,interests}/[id]/activity,
each gated on the per-entity .view permission and tenant-checked
against ctx.portId.
- EntityActivityFeed renders a timeline with action verb ("Updated",
"Archived"), actor name, relative time, and field old→new diff.
- client-tabs, yacht-tabs, company-tabs, berth-tabs now mount the feed
on their Activity tab. Interest already has the richer
InterestTimeline component.
- yacht-tabs YachtInterestsTab also gets a friendlier empty state with
guidance copy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase 6b of the berth-recommender refactor (see
docs/berth-recommender-and-pdf-plan.md §3.2, §3.3, §4.7b, §11.1, §14.6).
Builds on the Phase 6a pluggable storage backend (commit 83693dd) — every
file write goes through `getStorageBackend()`; no direct minio imports.
Schema (migration 0030_berth_pdf_versions):
- new table `berth_pdf_versions` with monotonic `version_number` per
berth, `storage_key` (renamed convention from §4.7a), sha256, size,
`download_url_expires_at` cache slot for §11.1 signed-URL throttling,
and `parse_results` jsonb for the audit trail.
- new column `berths.current_pdf_version_id` (deferred from Phase 0)
with FK to `berth_pdf_versions(id)` ON DELETE SET NULL.
- relations + types exported from `schema/berths.ts`.
3-tier reverse parser (`lib/services/berth-pdf-parser.ts`):
1. AcroForm via pdf-lib — pulls named fields (`length_ft`,
`mooring_number`, etc.) at confidence 1. Sample PDF has 0 such
fields, so this is defensive coverage for future templates.
2. OCR via Tesseract.js — positional/regex heuristics keyed off the
§9.2 layout (Length/Width/Water Depth as `<imperial> / <metric>`,
`WEEK HIGH / LOW`, `CONFIRMED THROUGH UNTIL <date>`, etc.). Returns
per-field confidence + global mean; flags imperial-vs-metric drift
>1% in `warnings`.
3. AI fallback — gated via `getResolvedOcrConfig()` (existing
openai/claude provider). Surfaced from the diff dialog only when
`shouldOfferAiTier()` returns true (mean OCR confidence below
0.55 threshold), so OPENAI_API_KEY isn't burned on every upload.
Service layer (`lib/services/berth-pdf.service.ts`):
- `uploadBerthPdf()` — magic-byte check, size cap, version-number
bump + current pointer in one transaction.
- `reconcilePdfWithBerth()` — auto-applies fields where CRM is null;
flags conflicts when CRM and PDF disagree; tolerates ±1% on numeric
columns; warns on mooring-number-in-PDF mismatch (§14.6).
- `applyParseResults()` — hard allowlist of writable columns;
stamps `appliedFields` onto `parse_results` for audit.
- `rollbackToVersion()` — pointer flip only, never re-parses (§14.6).
- `listBerthPdfVersions()` — version list with 15-min signed URLs.
- `getMaxUploadMb()` — port-override → global → default 15 lookup
on `system_settings.berth_pdf_max_upload_mb`.
§14.6 critical mitigations:
- Magic-byte check (`%PDF-`) on every upload; mismatch deletes the
storage object and rejects the request.
- Size cap from `system_settings.berth_pdf_max_upload_mb` (default
15 MB); enforced in the upload-url presign AND server-side.
- 0-byte uploads rejected.
- Mooring-number mismatch surfaces as a `warnings[]` entry on the
reconcile result so the rep sees it in the diff dialog.
- Imperial vs metric ±1% tolerance in both the parser warnings and
the reconcile equality check.
- Path traversal already blocked at the storage layer (Phase 6a).
API + UI:
- `POST /api/v1/berths/[id]/pdf-upload-url` — presigned URL (S3) or
HMAC-signed proxy URL (filesystem) sized to the per-port cap.
- `POST /api/v1/berths/[id]/pdf-versions` — verifies the upload via
`backend.head()`, writes the row, bumps `current_pdf_version_id`.
- `GET /api/v1/berths/[id]/pdf-versions` — version list + signed URLs.
- `POST /api/v1/berths/[id]/pdf-versions/[versionId]/rollback`.
- `POST /api/v1/berths/[id]/pdf-versions/parse-results/apply` —
rep-confirmed diff payload.
- New "Documents" tab on the berth detail page (`berth-tabs.tsx`)
with current-PDF panel, version history, Replace PDF button, and
`<PdfReconcileDialog>` for the auto-applied + conflicts UX.
System settings:
- `berth_pdf_max_upload_mb` (default 15) — caps presigned-upload size
+ server-side validation. Resolved port-override → global → default.
Tests:
- `tests/unit/services/berth-pdf-parser.test.ts` — magic bytes,
feet-inches, human dates, full §9.2-shaped OCR text → 18 fields,
drift warning, AI-tier gate.
- `tests/unit/services/berth-pdf-acroform.test.ts` — synthetic
pdf-lib AcroForm round-trip.
- `tests/integration/berth-pdf-versions.test.ts` — upload, version-
number bump, magic-byte rejection, reconcile auto-applied vs
conflicts vs ±1% tolerance, mooring-number warning,
applyParseResults allowlist enforcement, rollback semantics.
Acceptance: `pnpm exec tsc --noEmit` clean, `pnpm exec vitest run`
green at 1103/1103.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Five mobile-UX issues caught in the 2026-05-03 audit, fixed in one pass:
1. SpecRow on berth detail clipped at right edge on phone widths.
"Length 49.21 ft / 15 r" (the "m" cut off). Mobile-first stack:
label on top, value full-width below; flex row only from sm up.
2. ResponsiveTabs collapsed to a Select on phone widths, which read like
a generic dropdown and obscured the existence of peer tabs. Replaced
with a horizontally-scrollable strip that auto-scrolls the active
trigger into view (so the user sees neighbors and gets a discovery
cue that more exists beyond the edge). Removes the phone-only Select
and unifies the tab UI across viewport sizes.
3. Documents page tab strip ("All / EOI queue / Awaiting them / ...")
overflowed the 390px viewport because the wrapper was a fixed flex
row. Same horizontal-scroll fix as (2); inherits because Documents
uses ResponsiveTabs.
4. Berth detail header: "Change Status" + "Edit" buttons crowded the
area subtitle on mobile, causing "North Pier" to wrap to two lines
("North" / "Pier"). Stacked vertically on phone widths; from sm up
the buttons sit beside the title block as before.
5. Empty contact rows on client detail rendered a stale "Add tag · star"
metadata strip even when the contact value was unset, which cluttered
the row and offered no useful action. The metadata block now only
shows when contact.value is non-empty; the trash icon stays visible
so users can clean up the empty placeholder.
Verification:
- pnpm exec vitest run: 858/858 passing
- pnpm exec tsc --noEmit: same 36 errors as baseline (all pre-existing
on feat/mobile-foundation, none introduced)
- lint clean
Defers:
- Mobile More sheet last-row alignment / "Email" label specificity
- Admin index grouping (Access / System / Configuration / Content)
- Interest detail header icon labels (trophy/X discoverability)
- Pipeline funnel x-axis label abbreviations
- Reminders rail width allocation on dashboard
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Berth detail (src/components/berths/berth-tabs.tsx):
- Numeric display polish, exposed by the new NocoDB-sourced seed:
- Power capacity now renders with kW unit (e.g. "330 kW")
- Voltage now renders with V unit (e.g. "480 V")
- All metric/imperial values rounded to <= 2 decimals
(was: "62.999112 m" -> now: "62.99 m")
- Nominal Boat Size shows full ft + m pair (was: ft only)
Seed ports (src/lib/db/seed.ts):
- Drop Marina Azzurra and Harbor Royale; install now seeds only:
- Port Nimara (the real install)
- Port Amador (secondary, for multi-tenant isolation tests / Panama
scaffolding)
- Existing dev DBs are not touched; this only affects fresh `pnpm db:seed`
runs. Users wanting to migrate should drop existing rows in the obsolete
ports manually before re-seeding.
Verification:
- lint clean, tsc unchanged from baseline (36 pre-existing errors), 858/858
vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6,
#7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real
assignee column on interests, defer until ownership model lands) and #12
(keyboard shortcuts — explicit user call).
Interest list (the rep's main triage surface):
- Last activity column replaces Created (sortable by
dateLastContact). Postgres NULLs-last on DESC means
never-contacted leads sort to the bottom — exactly the right
triage default.
- Comment-icon next to client name when notesCount > 0, with a
tooltip showing the count. Cheap, glanceable signal that the
lead has correspondence to peek at.
- Urgency badges under stage when criteria fire: "Silent Nd"
for mid-funnel interests with no contact in 7+ days,
"EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd"
for eoi_signed interests with no deposit after 21 days.
Pure derived — no extra fetch, computed from the dates the
row already returns.
- Bulk select checkbox column with bulk-archive (existing
DataTable.bulkActions API; just wired with a confirm-dialog
and a Promise.all fan-out).
- Mobile FAB (+) for new interest, anchored above the bottom-tab
bar with safe-area inset awareness.
All four signals mirrored on the mobile InterestCard (comment
icon, urgency badges, last-activity footer).
Interest detail:
- Reminder bell badge in the header showing pending/snoozed
reminder count linked to the interest. Surfaced via
getInterestById's new `activeReminderCount`.
- "Latest note" teaser on the Overview tab — truncated 3-line
preview of the most recent threaded note + relative time +
"View all" link to the Notes tab. Saves a click for the
common "what was discussed last?" peek.
- Color-block swatches in InlineStagePicker dropdown (rounded-sm
mini-bars in the stage's progressive saturation color, replacing
the previous tiny dots). Reads as a visual scan instead of a
list.
Dashboard:
- MyRemindersRail on the right sidebar above the existing
AlertRail. Shows pending+snoozed reminders for the current
user (overdue first), each with priority pill, relative due
time, and click-through to the linked interest/client/berth.
Berth detail:
- BerthInterestPulse card at the top of the Overview tab,
replacing the old "buried in tab" pattern. Shows up to 5
active interests with avatar, stage pill, urgency badges, and
last-activity. Mirrors the old Nuxt CRM's beloved "Interested
Parties" panel but with the new triage signals.
Realtime toasts:
- New <RealtimeToasts /> mounted inside SocketProvider in the
dashboard layout. Subscribes to interest:stageChanged,
document:completed, document:signer:signed, and
interest:outcomeSet — fires sonner toasts so reps watching any
page learn about pipeline events without refreshing.
Service layer:
- listInterests: notesCount per row (left join + count + groupBy).
- getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164
(for the Email/Call/WhatsApp buttons added last commit; phone
pieces were missing), notesCount, recentNote, activeReminderCount.
- sortColumn switch handles 'dateLastContact' explicitly; default
stays 'updatedAt'.
tsc clean. vitest 835/835 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
