Commit Graph

6 Commits

Author SHA1 Message Date
41737fa950 feat(audit-session): legacy-stage canonicalization + multi-berth label sweep + PDF/UI polish
Critical data-correctness fixes
- external-eoi.service: stage-advance list rewritten against canonical
  7-stage vocab (enquiry/qualified/nurturing → eoi). Was hardcoded to
  legacy 9-stage names (open/details_sent/in_communication/eoi_sent), so
  EOI uploads from 'qualified' silently skipped the stage flip. Now also
  writes eoiDocStatus='signed' alongside eoiStatus='signed'.
- public-interest.service + api/public/interests/route: pipelineStage
  'open' → 'enquiry' for new public interests.
- interests.service: legacy 'open' gate → 'enquiry'; inline-stage-picker
  comments updated.
- Display fallbacks canonicalized: dashboard.service, dashboard-report-data,
  pdf/templates/{interest,client}-summary, interest-picker, timeline route
  all route through canonicalizeStage / stageLabelFor.

Multi-berth interest label sweep
- New helper src/lib/templates/interest-berth-label.ts with 9 unit tests
  (deriveInterestBerthLabel reuses formatBerthRange + caps at 5 segments,
  falls back to 'first + N more').
- New batched aggregator getAllBerthMooringsForInterests on the
  interest-berths service.
- BoardInterestRow + listInterests + getInterest extended with
  berthMoorings: string[].
- Swept render sites: interest-detail-header, pipeline-card +
  pipeline-column (kanban), interest-columns (list), interest-card,
  interest-detail (breadcrumb), client-pipeline-summary +
  client-interests-tab, yacht-tabs, shared interest-picker.
- PDF report "New interests (in period)" Source column → Berth column.

Dashboard PDF report fixes
- Hardcoded EUR → reads ports.default_currency once at the top of
  resolveDashboardReportData. Falls back to USD.
- 'maintenance' berth-status bucket removed everywhere (wasn't in
  canonical BERTH_STATUSES); cleaned from dashboard.service,
  dashboard-report-data, occupancy-report, berth-status-chart, fixture.
- Berth demand ranking: dropped placeholder Tier column (resolver
  hardcoded 'A' — heat-tier never plumbed through).
- Deal pulse distribution: tier values capitalized (hot → Hot etc.).
- Validator widgetIds.max 20 → 40 (catalog has 25 entries; was throwing
  "Validation failed" when all sections checked).
- Export dialog: badges tightened (text-[8px] py-px whitespace-nowrap, no
  more 2-line wraps on "needs date range"); accepts initialRange?:
  DateRange so the dashboard's active range pre-fills dateFrom/dateTo via
  rangeToBounds.

Interest banner overcounts fix
- interest-berth-status-banner: filters out self-caused under-offer
  berths (where the only active deal touching the berth IS this same
  interest). Waits for all competing-queries before committing the
  count. Was showing "3 berths unavailable" when only 1 actually had a
  competitor.

Sessions list ordering
- sessions-list: client-side sort by lastAt desc + displays lastAt
  instead of firstAt so visible timestamp matches the sort key.

Audit log polish
- Details button: side Sheet → Popover anchored to the button (in-place
  inline dropdown). Works with the virtualized table.
- From/To date pickers: width w-44 → w-52, wrapper gap-3 → gap-x-4 gap-y-3.

EntityFolderView (Documents Hub entity view)
- Per-row Download button (hover-reveal icon).
- File-type icon prefix + tighter row layout.
- Per-row interest-berth badge: files.ts attaches interestBerthLabel via
  one batched getAllBerthMooringsForInterests call across all groups.
  AggregatedFile type + EntityFolderView render the badge linking back
  to the parent interest.

External EOI upload dialog
- Title input pre-fills from the derived default via controlled
  displayTitle = title || defaultTitle (no setState-in-effect).

EOI Generate dialog
- Success toast on mutation success.
- Primary berth's "Include in EOI" checkbox is now forced-on + disabled
  with tooltip: the primary IS the canonical "berth for this deal",
  excluding it is semantically nonsense.

Primary berth must always be in EOI bundle (service + backfill)
- interest-berths.service: insert path forces is_in_eoi_bundle=true
  whenever is_primary=true; update path coerces back to true when the
  caller tries to set false on a primary. Backfilled 7 existing rows.

Documenso redirect URL fallback
- port-config getPortDocumensoConfig: resolution chain extended to
  documenso_redirect_url → public_site_url → null. Operators with
  public_site_url configured (most ports) now get sensible signer
  landing without setting two settings.

World-map click → navigate
- website-analytics-shell: country click navigates to the nationality-
  filtered Clients page via router.push instead of copying a URL to
  clipboard.

Documents Hub: subfolder grid in main panel
- Subfolder cards rendered above the documents list when the current
  folder has children. Lets reps drill into subfolders from the main
  content area, not only via the sidebar tree.

Interest list initial sort
- usePaginatedQuery gains initialSort option (used when URL has no sort
  param). Interest list passes updatedAt desc so the table header
  surfaces the active sort visibly + most-recently-added/edited bubble
  to the top.

Interest auto-assign on create
- interests.service createInterest: three-tier owner resolution chain
  — explicit input → port's default_new_interest_owner setting →
  creator (when not super-admin). Super-admins skipped since they often
  create on behalf of other reps.

Backfills
- 12 interests with eoi_status='signed' + missing eoi_doc_status='signed'
  aligned.
- 7 interest_berths rows with is_primary=true but is_in_eoi_bundle=false
  flipped to true.

Verified
- pnpm tsc --noEmit: clean
- pnpm exec vitest run: 1463 / 1463 passed

Captured 25+ additional UAT findings to docs/superpowers/audits/alpha-uat-master.md
across all 4 buckets, including two OPEN QUESTIONS (Reservations module
re-imagine, Reports dedicated page promotion).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 20:41:27 +02:00
ded16f4a5b feat(uat-batch-24): click-to-preview on EntityFolderView + HubRootView Files
Completes the click-to-preview sweep across all file-row surfaces. The
filename cells in entity-folder-view.tsx (entity-scoped Files panel)
and hub-root-view.tsx (Documents Hub root "Recent files") were the
last two non-clickable surfaces — both now wrap the filename in a
button that opens FilePreviewDialog directly, matching the FileGrid
and DocumentList pattern shipped in 52342ee.

HubRootFile shape extended to include mimeType (already returned by
the /api/v1/files endpoint via the buildListQuery passthrough) so the
preview dialog can branch on image vs PDF without a second request.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 19:21:11 +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
b5ebed9c36 fix(documents-ui): a11y, mobile, realtime lift, type-safety, UI polish
- A2: lift useRealtimeInvalidation to DocumentsHub (covers all 3 render modes)
- B1-B4: aria-label, aria-pressed, aria-expanded, Lock SVG aria-hidden
- C1-C7: Sheet wrap for mobile sidebar, border axis fix, 44x44 tap targets
- Mobile Important: useMobileChrome title, FolderActionsMenu icon size, breadcrumb tap targets, signer email truncate
- Type-safety: ENTITY_TYPES guard, AggregatedSection discriminated union
- UI/UX: em-dash to colon in SigningDetailsDialog, Loading state normalize, StatusPill on HubRootView, view signing details as Button

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 13:56:54 +02:00
a4c49f5e5a fix(documents): surface signedFromDocumentId + hub cleanup
Three follow-ups from Task 15 code review:

1. (Important) The aggregated files API now LEFT JOINs against
   documents to surface signedFromDocumentId per file row. The
   "view signing details" button on EntityFolderView's Files
   section now passes the workflow id to SigningDetailsDialog
   instead of the file id. Previously the button always 404'd
   and the dialog hung in the loading state. Drops the v1
   filename-prefix heuristic.

2. (Minor) Drop dead initialTab prop + DocumentsHubTab import —
   leftover from the pre-refactor tab strip.

3. (Minor) FlatFolderListing remounts on folder switch via a key
   prop, restoring the pre-refactor typeFilter reset behaviour.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 12:44:48 +02:00
631b5d7ed5 feat(documents): rebuild hub — root view + entity-folder view
Three rendering modes for the main panel:
  - HubRootView (no folder selected): port-wide Signing + recent Files.
  - EntityFolderView (system-managed entity subfolder selected):
    AggregatedSection × 2 with owner-grouped subsections + per-row
    "view signing details" link on signed files (heuristic: filename
    starts with "signed-"; follow-up: surface signedFromDocumentId
    from the aggregated API).
  - FlatFolderListing (any other folder): existing search + chips + list.

Drops the signing-status tab strip (in_progress / awaiting_them / etc.)
— folders are the primary navigation now. hub-counts query removed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 12:39:03 +02:00