B2 Wave A (visual breakpoints):
- Documents Hub folder rail: widen ResizablePanel default 20→22%,
min 14→18%, add min-w-[180px] CSS floor so names don't truncate
at tablet 768
- Website analytics KPI tiles: switch lg grid 6→3 cols, restore 6
at xl so "Visit duration" stops truncating in the 1024+sidebar
layout
- Pipeline Value tile per-stage rows: compact $3.5M format on
sm- breakpoint (responsive sm:hidden / hidden sm:inline pair)
B2 Wave D (form-error UX rollout):
- useFormScrollToError + FormErrorSummary wired into 5 high-impact
forms: client-form, interest-form, yacht-form, company-form,
berth-form. Validation failures now scroll the first errored
field into view + render a top-of-form summary banner when ≥2
errors exist. Remaining ~23 form surfaces queued for follow-up.
B2 Wave B (Umami follow-ups):
- TopList primitive: add onExpandRange + expandRangeLabel props
for the empty-state nudge ("Try last 30 days" button). Callers
can opt in to drive the page-level DateRange.
B2 Wave C (FieldLabel + admin tooltip audit):
- Verified FieldLabel primitive already exists + is adopted in
custom-field-form. Registry-driven-form renders entry.description
inline below labels for every entry — the broad sweep across
15-20 admin pages is deferred to a focused polish session.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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
Two days, two modals, both touching widget layout - collapsed into
one. The separate "Rearrange" button + RearrangeWidgetsDialog from
54c5d0f are gone; the Customize modal now does both jobs:
- Two sections in the body: "On dashboard (N)" and "Hidden (N)"
- Visible rows are sortable (drag handle on the left, position number,
switch on the right). Single SortableContext, vertical strategy.
- Hidden rows are toggle-only (no drag handle - order doesn't matter
for off-dashboard widgets). Flipping the switch on appends to the
bottom of the visible section.
- Both visibility toggles and reorder commits optimistically via
useDashboardWidgets so the dashboard reflows in the background.
dashboard-shell: removes the Rearrange button + RearrangeWidgetsDialog
import + setOrder destructure. rearrange-widgets-dialog.tsx deleted.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The in-place drag (N46 / a147cbc) had two failure modes:
- Bucket constraints: each layout group (charts / rails / feed) was
its own SortableContext; drops outside the active group silently
no-op'd, so any cross-region drag did nothing.
- Long drags lost their drop target: dnd-kit's closestCenter
collision detection on a sparse grid would intermittently null
out `over` mid-drag, which presented as the dragged tile snapping
back to its original slot.
Switched to a single-flat-list modal:
- New <RearrangeWidgetsDialog>: opens from the "Rearrange" button,
shows every visible widget as a row with a drag handle and a
position number, single vertical SortableContext, Save commits.
- Dashboard shell strips the DndContext + per-bucket SortableContext
wrappers + the SortableWidget cell + all dnd-kit imports related
to the canvas drag. Each widget renders as a plain <WidgetCell>.
- Rearrange button now opens the dialog instead of toggling a drag
mode. Disabled when there's fewer than 2 visible widgets.
The drag persistence fix from ee4d5c8 still applies — the dialog's
Save calls the same setOrder() that PATCHes preferences.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The prior fix (c1daed1) collapsed the JSX onto one line so the
eslint-disable-next-line directive correctly targeted the `as any`
cast. Lint-staged's prettier ran on the next commit and reflowed the
attribute back across multiple lines, separating the directive from
the cast and re-triggering @typescript-eslint/no-explicit-any.
Cast to `Route` (typed-routes' own escape hatch) instead of `any`.
No eslint-disable required, and prettier can reflow freely without
breaking the lint contract.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two findings + a stale comment crossed the production build threshold
because the eslint-disable-next-line directives didn't actually cover
the line that triggered the rule.
- clients-by-country-widget.tsx: the disable on line 96 targeted the
JSX `href={` opener on line 97, but the `as any` cast lived on
line 98. Collapsed to one line so the directive applies to the
cast directly.
- use-form-scroll-to-error.ts: single disable above the type alias
targeted the type's name line, not the `any` typed params two lines
below. Moved per-param disables next to each `any`.
`pnpm lint`: 3 errors -> 0 errors (41 warnings unchanged).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
N44, N45, N46 from the 2026-05-21 plan.
Shipped:
N44 Pipeline Value tile respects dashboard timeframe. Tile accepts
optional `range` prop and threads it through
/api/v1/dashboard/kpis?range=<slug> + /forecast?range=<slug>.
Service functions accept optional {from,to} bounds and scope
the pipeline-value SQL to interests created within the window.
New parseRangeSlug helper inverts rangeToSlug. Widget registry
forwards the active dashboard range to the tile.
N45 Clients by country widget. New GET
/api/v1/dashboard/clients-by-country groups non-archived
clients by nationality_iso. <ClientsByCountryWidget> renders a
compact ranked list with mini-bars; rows link to
/clients?nationality=<ISO>. Registered as default-visible rail.
N46 Drag-and-drop dashboard widgets. New
preferences.dashboardWidgetOrder?: string[] on user_profiles;
useDashboardWidgets sorts visibleWidgets by the order
(unlisted ids fall through to registry order) and exposes
setOrder(nextOrder) that PATCHes optimistically.
DashboardShell wires @dnd-kit/core + sortable: Rearrange toggle
turns on per-widget grip handles + sortable-context wraps each
group (charts / rails / feed) so drops stay in-group.
PointerSensor 8px activation distance, KeyboardSensor for a11y.
New <SortableWidget> wraps the render — zero footprint when
off.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Production-grade PDF reporting for the CRM. Phase A ships the
foundation (branded layout, render pipeline, API route) plus the
first report kind — the dashboard summary. Phases B, C, D add the
remaining report kinds, saved templates, and the preview modal.
Stack: @react-pdf/renderer (already in package.json). Single primary
font (Helvetica/Helvetica-Bold), per-port primary color + logo,
table-based section layout. Charts will become tables here on
purpose; reports are for printed reference and review, where
exact numbers beat at-a-glance shapes. We can revisit Recharts-as-
SVG embedding if a stakeholder asks for chart visuals.
New files:
- src/lib/pdf/reports/types.ts: discriminated-union ReportConfig
covering dashboard / clients / berths / interests kinds. Only
dashboard is wired in phase A; the others throw a clear
not-implemented error from pickDocument().
- src/lib/pdf/reports/styles.ts: shared StyleSheet keyed off
branding.primaryColor. Computes a readable foreground color
(luminance check) for the accent stripe so dark-brand ports
still read at AA.
- src/lib/pdf/reports/branded-document.tsx: page wrapper with
fixed footer (port name, generated-at timestamp, page numbers
via react-pdf's render-prop pattern).
- src/lib/pdf/reports/dashboard-report.tsx: KPI grid + per-widget
SimpleTable sections. Each section gated on the widget id being
present in config.widgetIds AND data being supplied.
- src/lib/pdf/reports/render-report.ts: single entry point that
resolves branding (logoUrl + primaryColor + portName from
getPortBrandingConfig + ports.name), dispatches via
discriminated-union switch, returns Buffer via renderToBuffer.
Exhaustiveness check at the bottom catches unhandled variants
at compile time.
- src/lib/services/dashboard-report-data.service.ts: server-side
data resolver. PDF_DASHBOARD_WIDGETS is the public widget list
for the dialog picker; each id maps to a dashboard.service.ts
fetcher invoked only when the rep selected that widget.
- src/app/api/v1/reports/generate/route.ts: POST endpoint, zod
discriminated-union body schema, withAuth + withPermission
'reports.export' gating, audit-log write on success, RFC 5987
Content-Disposition for unicode-safe filenames.
- src/components/reports/export-dashboard-pdf-button.tsx: dialog
with section checkboxes + title input. Permission-gated client-
side (server re-checks). Raw fetch (not apiFetch) to pull the
binary blob with X-Port-Id header attached manually.
- tests/unit/pdf-report-renderer.test.ts: renders three fixture
cases — full set / sparse / no-logo — and asserts the buffer
starts with the `%PDF-` magic bytes and is non-trivial in size.
DashboardShell gains an Export PDF button between the date-range
picker and the Customize widgets menu (gated on reports.export).
Verified: tsc clean, vitest 1451/1451 (3 new render tests included).
The first end-to-end manual test (export a real dashboard) is in
Phase D after the preview modal lands.
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>
Audit-log rows with user-FK diffs (assignedTo, ownerId, reassignedTo,
createdBy, addedBy, changedBy, transferredBy) previously rendered the
raw user UUID in the activity feed (e.g. "→ mEcsLxo5kyFMyhbOSehxJjY…").
Same gap on the row's actor — the rep had no idea who did what.
- getRecentActivity collects all userIds referenced by either the row's
actor (auditLogs.userId) or by user-FK diff values, then bulk-fetches
user_profiles in a single query. Output rows now carry an
`actorName` field and have their `oldValue`/`newValue` swapped for
display names on user-FK fields.
- Unknown / deleted users fall back to "Unknown user (#short-uuid)" so
the audit trail stays useful for forensics.
- ActivityItem client type extended with `actorName`. Existing
consumers still read the raw `userId` for forensics + deep-link.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Six surgical Wave-2-3 wins:
- UploadForSigningDialog: dialog widened to max-w-[1400px] w-[95vw] so
the place-fields step actually has room; recipient row converts from
fixed grid to flex (name flex-1, email flex-[2] for the longer
string, role w-40, delete shrink-0); invitation-message textarea
rows 3 → 6.
- ChartCard becomes flex-col with flex-1 + items-center on CardContent
so charts vertically center when neighbouring cards make the row
taller (e.g. Pipeline Value's full breakdown).
- Berth recommender pill: drops the "Tier {letter} · " prefix; shows
just the plain-English label ("Open" / "Fall-through" / "Active
interest" / "Late stage") as a Popover trigger that explains the
4-state ladder. HelpCircle icon makes the tooltip discoverable.
- Activity feed gains a "See all" link in the header pointing at
/<port>/admin/audit, permission-gated by `admin.view_audit_log`.
- Inbox section order swaps to Reminders above Alerts (rep-noted
priority); PageHeader title flips to "Reminders & Alerts". Section
ids, deep-link hashes, and localStorage open-state keys untouched.
- Inbox ReminderList (embedded mode only): "New Reminder" button now
shares the filter row (right-aligned via ml-auto) instead of
occupying its own dedicated row above the filters.
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>
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>
Knocks out 10 of the 13 known issues from yesterday's Playwright audit.
A4 — Client form silently rejected submit when a contact row had an
empty value. The F19 filter ran in mutationFn after zod's
handleSubmit had already short-circuited on min(1). Now wraps the
onSubmit to prune empty rows BEFORE handleSubmit/zod sees them.
A16 — File upload to documents hub root 400'd because FormData.get
returns null for absent fields and zod's .optional() rejects null.
Route handler now coerces null/empty → undefined before parse.
A17 — Added /api/v1/me/ports endpoint that any authenticated user
can hit; client.ts now uses it as the bootstrap port-slug→port-id
resolver. Eliminates the wasteful 400s sales-reps and viewers were
firing on every page load against the super-admin-gated /admin/ports.
A1 — Filter permission_denied actions from the dashboard activity
feed. Still in the audit log; just not noise on the dashboard.
A2 — New LEGACY_STAGE_REMAP table + canonicalizeStage / stageLabelFor
helpers in lib/constants. Activity-feed maps legacy 9-stage enum
values (deposit_10pct, contract_sent, etc.) to their 7-stage labels
on the way out, so historical audit rows read as "Deposit Paid" not
"Deposit 10Pct".
A19 — Same-stage write now returns 204 No Content. Service returns
a STAGE_NOOP sentinel; the route handler translates it.
A9 — Catch-up wizard now derives stage from berth status (under_offer
→ EOI, sold → contract) with a stageOverride state for explicit
user picks. Avoids the set-state-in-effect rule violation.
A20 — OwnerPicker shows a "Client / Company" hint chip on the
trigger when no value is set, so users know the trigger opens a
two-tab picker instead of just a client list.
A8 — Migration 0066 normalizes legacy `statusOverrideMode = 'auto'`
to NULL so the column lives at strictly 3 states.
A6 — file-preview-dialog gets a screen-reader DialogDescription so
the Radix "Missing aria-describedby" warning stops firing on every
preview.
A18 closed as not-a-bug: /api/v1/users genuinely doesn't exist
(Next returns 404); /api/v1/admin/audit exists and 403s.
A5 (Socket.IO dev noise) + A3 (react-grab CSP) left for a separate
pass — both are dev-only cosmetic.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Step 6 minimal-but-functional per PRE-DEPLOY-PLAN § 1.6.
Berth Heat — new widget showing top 15 berths by active interest
count via the interest_berths junction (non-primary links included so
multi-berth deals warm every berth in their bundle). Investor-friendly
demand-pressure view; the ranked-table shape exports cleanly to PDF/
CSV. Future heatmap viz reads the same shape via /api/v1/dashboard/
berth-heat.
Defaults flipped for investor-friendliness:
- kpi_pipeline_value → defaultVisible (currency-aware headline number).
- source_conversion → defaultVisible (conversion funnel by source;
reads the inquiry → client linkage from Step 3).
- berth_heat → defaultVisible.
Pipeline-velocity-over-time + true heatmap viz deferred. pipeline_funnel
covers snapshot stage breakdowns; over-time velocity warrants its own
design pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Single coherent commit completing § 1.1 (hot-path correctness) plus
§ 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now
self-consistent across dashboard / kanban / hot deals / PDF reports.
## Active-interest sweep (canonical predicate everywhere)
Routed every "active interest" filter through `activeInterestsWhere`
(commit b966d81 helper). The helper enforces port-scoping + archivedAt
IS NULL + outcome IS NULL — strict definition, won is closed.
Touched sites:
- src/lib/services/reminders.service.ts:digestPort — no longer fires
reminders for won/lost/cancelled deals
- src/lib/services/berths.service.ts:getLatestInterestStageByBerth
- src/lib/services/client-archive-dossier.service.ts (next-in-line
others lookup)
- src/lib/services/client-archive.service.ts (remaining-under-offer
recount before flipping berth back to available)
- src/lib/services/client-restore.service.ts (yacht-usage check)
- src/lib/services/interests.service.ts:listInterestsForBoard +
getInterestStageCounts + the "others on same berth" lookup —
kanban / board now exclude terminal deals
- src/lib/services/report-generators.ts: fetchPipelineData,
fetchRevenueData stage breakdowns, top-N interests
## Pipeline-value currency conversion
`getKpis()` now fetches the port's defaultCurrency from `ports` and
converts each berth's `priceCurrency`→port-default via
`currency.service`. Returns `pipelineValue` + `pipelineValueCurrency`
instead of the lying `pipelineValueUsd`. Missing rates fall through to
raw amount summing (so the tile still shows an approximate number) —
behind a follow-up to surface a "rates incomplete" indicator.
3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile.
## Occupancy = sold only
Both the dashboard KPI tile and the revenue-report PDF occupancy data
now count only `berth.status='sold'`. `under_offer` is a hold, not
occupation. The analytics timeline switches from
`berth_reservations`-derived to a cumulative-won-deals derivation via
`interests.outcome='won' AND outcome_at::date <= day` — same source of
truth, historical shape preserved.
## Revenue PDF two-card layout
Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary
section now renders both:
- "Completed revenue (won)" — money in the bank
- "Forecast revenue (pipeline-weighted)" — expected pipeline value
Pipeline weights resolve from `system_settings.pipeline_weights`
(per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF
and dashboard forecast tiles reconcile.
## Multi-berth EOI mooring (4.5)
Documenso `Berth Number` form field now carries the formatBerthRange
output for BOTH single- and multi-berth EOIs. Single-berth output is
byte-identical to the legacy primary-only path
(`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render
the full range ("A1-A3, B5") in the existing field instead of being
silently dropped against a nonexistent `Berth Range` field.
Dropped:
- `'Berth Range'` from the Documenso formValues payload + TS type
- `setBerthRange()` helper from fill-eoi-form.ts (now redundant)
- The "missing Berth Range AcroForm field" warning log
Updated CLAUDE.md to reflect — no Documenso admin template change
needed.
## Tests
- Updated `documenso-payload.test.ts` — new fixture asserts
formatBerthRange output flows into Berth Number; multi-berth case
added.
- Updated `analytics-service.test.ts:computeOccupancyTimeline` —
fixture creates a won interest instead of a reservation.
- Updated `alerts-engine.test.ts:interest.stale` — fixture stage
switched from dead `'in_communication'` to canonical `'qualified'`.
- Updated `report-templates.test.tsx:revenue` — fixture carries
`totalForecast` + `pipelineWeights` to match new RevenueData.
1373/1373 vitest pass. tsc + eslint clean.
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>
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>
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>
Adds smooth fade+slide animations when list items enter/leave on the
three highest-visibility realtime surfaces:
- alert-rail.tsx — socket-driven alerts appearing / dismissed.
- my-reminders-rail.tsx — reminders completed / arriving via realtime.
- notes-list.tsx — notes added / edited / deleted.
One-line `useAutoAnimate()` hook per site, no CSS, ~2kb gzip. Replaces
the jarring "row just appears/disappears" pattern with a per-item
transition.
Skipped on pipeline-board (kanban) — combining auto-animate with
@dnd-kit's SortableContext causes double-animation glitches because
both libraries fight to animate the same layout shift.
Verified: tsc clean, vitest 1293/1293 pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Concurrency-auditor HIGH: the cycle walk + UPDATE used to run as
separate statements. Two concurrent moves (A→B and B→A) could each
pass the walk against the pre-move tree and both write, leaving an
A↔B cycle. Whole sequence now runs inside one db.transaction().
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tier 1.4: error_events.request_body_excerpt sanitizer now redacts
GDPR-relevant fields (email, phone, dob, address, fullName, firstName,
lastName, postcode, nationalId, etc.) on top of the existing
credential list. A 5xx in /api/v1/clients no longer lands full client
PII in the super-admin inspector.
Tier 3.10: ScanShell <main> now adds pb-[max(1.5rem, env(safe-area-
inset-bottom))]. Mobile-pwa audit caught the Save expense button sitting
flush against the iPhone 14/15 home indicator in standalone PWA mode.
Tier 6.2: dashboard widget-registry now dynamic-imports every
recharts-backed chart widget (berth status, lead source, occupancy
timeline, pipeline funnel, revenue breakdown, source conversion).
~80-150KB initial-bundle savings when reps have charts disabled.
ssr:false because recharts needs window.
Tier 6.3: DataTable wraps the assembled columns in useMemo keyed on
(columns, hasBulkActions). TanStack docs explicitly warn that
rebuilding columns every render resets the table's internal state.
Tier 7.1: Added .dockerignore (was missing — 7.6 GB context with
.env reachable via COPY . .). Excludes git, env files, node_modules,
build artefacts, IDE config, test artefacts, audit docs.
Tier 7.4: Dockerfile.dev now runs as the node user (uid 1000) — was
root. Working dir moves to /home/node/app.
Tier 7.5: docker-compose.prod.yml adds memory limits (2g postgres,
512m redis, 1g crm-app, 1g crm-worker) and json-file log rotation
(max-size, max-file) to every service.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tier 2.2: revenue PDF totalCompleted now filters on outcome='won' —
setInterestOutcome forces stage='completed' for every outcome (incl.
lost + cancelled), so the stage-only filter was including those toward
"TOTAL COMPLETED REVENUE".
Tier 2.3: fetchPipelineData stageCounts adds the missing .groupBy() —
without it Postgres rejects the SELECT (per-stage breakdown was broken
or coercing to ELSE-stage row).
Tier 2.4: hot-deals widget rank ladder fixed two stage-name typos —
'in_comms' → 'in_communication', 'deposit_10' → 'deposit_10pct'. Both
stages were collapsing to the ELSE 0 branch server-side AND rendering
raw enum to the user in hot-deals-card.tsx.
Tier 3.2: portal /portal/interests no longer renders raw enum to
clients. New PORTAL_SIGNING_LABELS table maps every EOI/contract
status to plain English (e.g. "waiting_for_signatures" → "Waiting for
signatures").
Tier 4.1 (CRITICAL): permission-overrides PUT now requires caller-
superset on every `true` write. Admins with only `admin.manage_users`
could previously grant other users leaves they don't hold themselves
(permanently_delete_clients, system_backup). Super-admins bypass.
Tier 4.4: search graph-expansion re-gates every merged bucket by the
destination's view permission. A user with berths.view but no
interests.view searching "A12" no longer sees interest rows surfaced
via expansion.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Admin search now matches against per-card keyword lists so typing
"client portal", "smtp", "tier ladder" lands on the System Settings card
(which hosts those flags). The same keyword list extends the topbar
global search (NAV_CATALOG) so any setting key resolves from the cmd-K
input — settings results sort to the bottom of the dropdown beneath
entity hits.
User management:
- Third action button (Power/PowerOff) enables/disables sign-in from the
desktop list; mobile card dropdown gains the same item. Backed by the
existing userProfiles.isActive flag — withAuth already refuses
disabled sessions with 403.
- UserForm collects first + last name (canonical) alongside displayName,
with admin email-change behind a confirmation modal. On confirm we
send the OLD address an automated "your admin changed your sign-in
email" notice (new template at admin-email-change.ts) and rewrite
the Better Auth user row.
- Phone field swaps the bare tel input for the shared PhoneInput
(country combobox + AsYouType formatting + E.164 storage).
- "Manage permissions" link points to /admin/roles?focusUser=… as
a stepping stone for the future fine-tuned-permissions UI.
Role names normalize through a new ROLE_LABELS + formatRole() helper
in constants.ts. Replaces the ad-hoc humanizeRole in sidebar and the
prettifyRoleName in role-list; user-list and user-card now render
"Sales Agent" instead of "sales_agent". Custom roles pass through
unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Greeting
- The "Good morning / afternoon / evening, Matt" line now derives from the
browser's local time, computed inside a useEffect so the rendered HTML
can't lock to the server's clock during hydration. Until the effect
fires, the header reads "Welcome" — a neutral phrase that's correct at
every hour and never produces a hydration warning. The phrase re-evaluates
hourly so a rep leaving the dashboard open across a boundary (5am, noon,
6pm) doesn't keep stale text on screen.
Timezone-drift banner
- New <TimezoneDriftBanner> on the dashboard surfaces when the browser's
resolved timezone (Intl.DateTimeFormat().resolvedOptions().timeZone, which
follows the OS — and the OS usually follows physical location) doesn't
match the user's stored CRM preference. The rep gets a one-tap "Update to
Tokyo" button and a dismiss × that's sticky per browser via localStorage.
- Why a banner rather than auto-update: the stored timezone drives reminder
firing time, daily-digest delivery, and due-date rendering. Silently
pinning it to a transient travel location would shift their reminder
schedule underfoot. The banner gives them control.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
Replaces the bare "+ New document" Button on the documents hub with a
NewDocumentMenu dropdown so reps explicitly pick between:
- "Upload file" → opens a Dialog with FileUploadZone scoped to the
current folder + entity context. No signing flow attached.
- "Generate document for signing" → navigates to /documents/new wizard.
Avoids the prior ambiguity where reps clicked "+ New document" intending
to attach a file and were dropped into the Documenso signer wizard.
Also adds FolderDropZone wrapping FlatFolderListing and EntityFolderView.
Dragging files from the OS over the current folder shows a drop overlay;
drop fires N parallel uploads carrying the folder + entity context.
Mirrors the per-entity Files tab UX but works in-place on the hub.
Both surfaces hit /api/v1/files/upload with folderId + entityType/Id +
the legacy clientId/companyId/yachtId FKs so files land on the right
entity AND inside the correct folder.
Also includes the in-flight prettier reformat from lint-staged on a
few previously-touched files (create-document-wizard, file-upload-zone,
admin/documenso/page) and adds the standalone prod-readiness audit
report to docs/superpowers/audits/ for permanent reference.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- filter-bar: hide select / multi-select fields when the options list is
empty (was rendering bare "Tags" / "Status" labels above empty inputs)
- berth-detail-header: show "Berth A1" title on mobile (was hidden via
`hidden sm:block`)
- dashboard-shell: time-aware greeting (Good morning/afternoon/evening,
firstName) using the existing ['me'] cache; falls back to
"Welcome back" when firstName isn't set yet
- mobile-topbar: hide UUID-segment fallback title flash on detail-page
navigation — when the URL last segment is a UUID, walk up to the
parent collection name ("Clients", "Yachts") until the page sets the
real entity title via useMobileChrome
- mobile-bottom-tabs: subtle bg-primary/10 pill behind icon on active
tab for a clear "you are here" cue
- branded-auth-shell: lock to viewport via fixed/inset-0 so the iOS
Safari rubber-band bounce doesn't scroll the centered login card
- middleware: skip CSRF origin check in development. LAN testing
(real iPhone on 192.168.x.x hitting the Mac dev server while a Mac
browser tab is on localhost) trips the cross-origin defense; prod
keeps it as-is.
- package.json dev script: -H 0.0.0.0 so the dev server is reachable
from devices on the LAN
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Root cause of recurring dev server hangs:
/api/v1/website-analytics threw CodedError('UMAMI_NOT_CONFIGURED') which
rendered as HTTP 409. React Query default-retries on 4xx (we set retry=1
globally), so every page render fired the umami queries → 409 →
retry → 409. Each request queried system_settings to resolve umami
credentials. Six analytics widgets on the /website-analytics page +
two on the dashboard glance tile × 2 (initial + retry) = 16 system_settings
queries on first paint. Combined with React Query refetching on mount,
the postgres pool (max=20) saturated and the server appeared hung.
Fix: return 200 with `{ data: null, notConfigured: true }` instead of
4xx. Not-configured is a steady empty state, not a transient error —
no retry loop. Updated WebsiteGlanceTile (hides itself) and
WebsiteAnalyticsShell (renders configure-umami CTA) to check the new
notConfigured flag.
Also includes from in-flight work: package.json dev script binds
0.0.0.0 so iPhone on LAN can reach the dev server, and BrandedAuthShell
uses fixed/inset-0 + flex to lock the login surface to the viewport so
iOS Safari doesn't rubber-band-scroll the card.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Builds on the centralised formatter shipped in ee2da8f. Replaces
\`\${currency} \${amount}\` style concatenations across the dashboard
revenue tooltip, command-search invoice/expense fallback labels,
expense-duplicate banner, and the invoice + expense PDF templates.
Drops the duplicate \`currencySymbol\` helper inside expense-pdf.service
in favour of the shared util; the two PDF helpers (renderReceiptHeader,
addReceiptErrorPage) now take a currency code instead of a pre-rendered
symbol so the formatter is the single source for spacing + thousands
separators. Also re-runs Prettier on the files where the prior commit
shipped without it.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New `src/lib/utils/currency.ts` is the single source of truth for
display formatting (`formatCurrency`) and the supported-currency
catalog (`SUPPORTED_CURRENCIES`, 10 codes covering the marina market).
New shared components:
- `<CurrencyInput>` — number input with leading symbol prefix and
decimal inputMode, raw number value out via onChange.
- `<CurrencySelect>` — Select dropdown over `SUPPORTED_CURRENCIES`
with symbol + code + label per row, replaces the free-text 3-letter
inputs that let reps type "EURO" or "$$$" into a 3-char ISO column.
Threaded through every money input + display:
- Forms: berth (price/currency), expense (amount/currency), invoice
(currency Select + line-items unit-price + step-3 review totals).
- Reads: berth-card / berth-columns / invoice-card / expense-card /
dashboard KPIs / dashboard revenue-forecast / portal-invoices page.
Each had its own ad-hoc `Intl.NumberFormat` wrapper with slightly
different fallbacks; collapsed onto the shared helper.
`InvoiceLineItems` gained a `currency` prop so the unit-price input
prefix and the subtotal use the parent invoice's currency rather than
hard-coded `en-US` formatting.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Remove the "Total Clients / Active Interests / Pipeline Value /
Occupancy Rate" KPI grid from the dashboard — duplicated by the
charts below and rarely scanned. Pipeline funnel, occupancy timeline,
revenue breakdown, lead source charts and the activity feed remain.
Rename the company-members dropdown action "End Membership" →
"Remove from company" — matches how reps describe the action.
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>
DateRangePicker grows a "Custom range" mode (From/To inputs capped
at today, mutually-bounded so From <= To). dashboard-shell threads
the range through to /api/v1/analytics, which validates calendar
dates via ISO round-trip and enforces a 365-day cap as a backstop
against the occupancy timeline N+1.
KpiCards now gates its query on currentPortId so the early
unhydrated-store fetch can't cache a zeroed/error response and
display "-" until staleTime expires.
MyRemindersRail drops xl:h-full so the rail no longer stretches
past its grid row and overlaps ActivityFeed below.
useRealtimeInvalidation switches to partial-prefix queryKeys so a
realtime mutation invalidates every cached range bucket at once
instead of just the one currently visible.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds /[portSlug]/website-analytics dashboard page (pageviews, top
pages, top referrers) and a per-port admin config UI for the
Umami URL / website-ID / API token. Settings live in system_settings
keyed per-port so a future second port has its own Umami account.
Adds a website glance tile to the main dashboard, a server-side
test-credentials endpoint, and a stable cache key for the active-
visitor poll so React Query doesn't fragment the cache per range.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The Alerts rail and Reminders rail were using h-full unconditionally, which
worked at xl: where the dashboard grid pairs them with a sibling chart
column, but produced weirdly stretched empty cards in the single-column
mobile stack (no fixed-height context to fill).
alert-rail / my-reminders-rail: h-full -> xl:h-full
KPI tiles + skeleton rendered the same desktop padding (p-5) and font sizes
on phone, leaving the value cramped against a wide white frame. Tighter
mobile defaults that scale up at sm:
KPITile p-3 sm:p-5, label text-[10px] sm:text-xs,
value mt-1 text-lg sm:mt-2 sm:text-2xl, value truncates
KpiTileSkeleton: matching p-3 sm:p-5 + smaller skeleton bars on mobile
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>
Comprehensive audit findings rolled up into one pass.
Bugs:
- dialog.tsx — sm-breakpoint centering classes (sm:left-[50%] /
sm:top-[50%]) were being silently stripped by tailwind-merge because
the base inset-0 + sm:inset-auto pair counted as a conflict. Replaced
with explicit per-side utilities (top-0 right-0 bottom-0 left-0 +
sm:right-auto sm:bottom-auto). Every Dialog instance now centers
correctly on desktop. (Affected 16 dialog consumers.)
- interest-documents-tab.tsx — useQuery shared the queryKey
['interests', interestId] with the parent InterestDetail's query but
returned a different shape ({ data: ... } envelope vs unwrapped).
They clobbered each other's cache on tab mount, degenerating the
parent header to "Unknown Client" / "Open" briefly. Unified the
queryFn shape so the cache stays consistent.
- interest-tabs.tsx — milestone steps now derive done-state from
PIPELINE_STAGES.indexOf(currentStage) >= step.advanceStage_idx as
well as from the date stamp. Stage truth > date truth. Seeded /
imported interests that arrived past `open` without per-step dates
now correctly show their milestone steps as checked.
- interest-detail.tsx — wires useMobileChrome so the mobile topbar
shows the client name instead of the interest UUID.
- interest-documents-tab.tsx — empty state restructured to a centered
"No documents yet — Generate EOI" CTA card instead of a small
primary button floating in the corner.
- timeline/route.ts — synthesizes a "Created at <stage>" event when
no audit-log rows exist for the interest, so the Activity tab
isn't empty for seeded interests.
- lead-source-chart.tsx — pie radii switched from fixed 90px/50px
to "70%"/"40%" so the pie scales with the container instead of
being clipped at narrow widths; reserved 40px for the legend.
Visual / clarity:
- interest-detail-header.tsx — Won/Lost rendered as branded text
buttons on desktop ("Mark won", "Close as lost") and icon-only on
mobile via `hidden sm:inline`. Edit/Archive stay icon-only. Reopen
promoted to a labeled button when the interest is closed. Added
"Last contact Xd ago" to the meta row.
- detail-header-strip.tsx — py-4 → py-3 (tighter strip).
- interest-tabs.tsx — milestone cards: the next pending milestone
gets a brand-blue ring + "NEXT" pill so the user can see at a
glance which lifecycle to act on. Its primary action gets the
filled button variant.
- interest-tabs.tsx — Deposit milestone: invoice flow promoted to
primary CTA ("Create deposit invoice"), manual stage advance
demoted to a small text link ("Mark received manually"). Reflects
the actual recommended path now that recordPayment auto-advances
on payment.
- inline-editable-field.tsx — pencil affordance shown faintly
(opacity-20) at rest so users discover that fields are editable
without having to hover-test every label. Lifts to opacity-60 on
hover.
- constants.ts — STAGE_SHORT_LABELS map for cramped contexts;
pipeline-chart.tsx + pipeline-funnel-chart.tsx use them on mobile
via useIsMobile, so the rotated 9-stage axis isn't a wall of
overlap on a 393px screen.
- client-pipeline-summary.tsx — StageStepper rebuilt as a single
segmented progress bar instead of 9 micro-dots + connectors that
rendered inconsistently at tight widths. Each stage is an equal
slice that lights up as the interest reaches it; tooltips on hover
give the full stage name. Also dropped a pre-existing dead `br`
variable.
- dashboard empty states — Lead Source, Revenue Breakdown, Pipeline
Funnel, and Recent Activity now have helpful descriptions explaining
what populates them, instead of bare "No interests in range".
- use-paginated-query.ts — reuses `&` when the endpoint already has
`?`, so callers like the documents hub don't generate
`…?tab=eoi_queue&signatureOnly=true?page=1&limit=25` (which the API
rejected as 400). Caught while testing the now-removed EOI route
but applies broadly.
tsc clean. vitest 832/832 pass. eslint 0 errors (down from 1
pre-existing) on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
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>
Code-review follow-up to PR10b-e:
- DetailHeaderStrip + KPITile: border-slate-200 → border-border so dark
mode doesn't paint a bright halo around the gradient strip.
- Topbar avatar: ring-white → ring-background so the 2px ring tracks
the surface (matches the sidebar footer pattern).
- KpiTileSkeleton stripe: bg-slate-100 → bg-muted for parity with
shadcn skeleton tokens in dark mode.
- Sidebar <aside>: add `relative` so the absolute-positioned
collapse-toggle button anchors to the sidebar itself rather than
the nearest positioned ancestor.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces flat Card-based KPI rendering with KPITile (gradient-brand-soft + accent
stripe). Adds polished gradient PageHeader to DashboardShell with eyebrow, KPI
sub-line, description. Tile-shaped skeletons replace the four CardSkeletons during
KPI load.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
