Commit Graph

16 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
221ae5784e chore(autonomous-session): consolidate uncommitted work from prior session
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
2026-05-23 00:52:59 +02:00
52493801e0 feat(uat-batch): M43 follow-up — yacht detail field history
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Extends Phase 3 from the M43 commit to yacht detail:
- New /api/v1/yachts/[id]/field-history endpoint joins through
  interests.yachtId (no schema migration needed) and filters to
  'yacht.%' paths so client-scoped overrides on the same interest
  don't bleed into the yacht surface.
- FieldHistoryScope.type accepts 'yacht'; provider URL routing
  generalised to /api/v1/<type>s/<id>/field-history.
- yacht-tabs OverviewTab wrapped in the provider; Name + the three
  ft-dimension rows get historyPath wired (m-dimension rows skipped —
  they're a unit-converted view of the same source value, and the
  supplemental writer only ever stores ft).

Addresses tab on Client detail intentionally left unwired — would
need AddressesEditor (a shared component) to surface icons per row,
which is more than the 5-min scope.

1454/1454 vitest, tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 12:57:47 +02:00
8e9efe5ae8 fix(yachts): ft↔m round-trip is lossless (4dp + canonical helpers)
Three copies of the imperial/metric conversion logic existed:
  - src/components/yachts/yacht-dimensions.ts   (canonical, used by
    read-side `formatYachtDimensionsBothUnits`)
  - src/components/yachts/yacht-form.tsx        (create/edit sheet —
    local `ftToM`/`mToFt` with 2dp precision)
  - src/components/yachts/yacht-tabs.tsx        (detail-tab inline
    edit — local arithmetic with 2dp precision)

The 2dp rounding lost precision on the round-trip: `1 ft → 0.30 m →
0.98 ft`. Whenever a rep entered ft, then later touched the m field,
the ft column silently shifted off. Same for sub-meter draft values.

Consolidate both surfaces onto `feetToMeters` / `metersToFeet` from
yacht-dimensions.ts and bump display precision to 4dp. After
trimZero strips trailing zeros the rendered string stays clean
("3.81" not "3.8100") but the round-trip now lands back on the
original value:

  1 ft → 0.3048 m → 1 ft
  12.5 ft → 3.81 m → 12.5 ft
  50 ft → 15.24 m → 50 ft
  0.5 m → 1.6404 ft → 0.5 m

New unit test (`tests/unit/yacht-dimensions.test.ts`) covers the
helpers + the form-shape round-trip, including the canonical
12.5 ft ↔ 3.81 m case from the UAT bug report.

29/29 new tests pass; full vitest 1448/1448.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 19:25:28 +02:00
c6dcf49e18 feat(uat-batch-7): Wave-2 polish — Open-in-Documents, berth label, residential, NotesList parity
- InterestEoiTab history link renamed "Open" → "Open in Documents"
  so the cross-section nav target is unambiguous.
- DocumentDetail Interest link sub-text now shows the derived
  `berthLabel` (formatBerthRange of the in-EOI-bundle subset, falling
  back to primary, then all linked berths). The link no longer
  duplicates the Client name; falls back to clientName or "No berths
  linked" when no berths exist.
- New /<port>/residential/page.tsx redirects to /residential/clients
  so the breadcrumb's Residential link works.
- Residential interests list — whole row is now a Link target (was
  hidden behind a trailing "View" link); hover + border accent on the
  full row.
- Expenses PageHeader description "Track and manage port expenses" →
  "Track and manage business expenses" (drop the redundant "port",
  same audit pattern flagged in the queue).
- DropdownMenu base content capped at `max-h-96` (was the Radix
  available-height variable, which stretched menus edge-to-edge); the
  existing internal scroll handles overflow.
- Yacht Overview Notes block: replaced the legacy single-field
  textarea with the threaded `<NotesList entityType="yachts">` for
  parity with clients/interests/companies. Legacy `yacht.notes`
  column stays in schema for EOI/contract merge-field path.

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 17:41:02 +02:00
2d574172ec fix(uat-batch-1): wave-1 blocker bugs — supplemental gate, file FK, downloads, search dedup, notes stale, expense form, vocab
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>
2026-05-21 16:50:58 +02:00
ef0dc5abc4 feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work
Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
  canonical address form (line1/line2/city/state/postal + ISO
  subdivision + CountryCombobox). Two-checkbox intent semantics
  identical to email/phone — useOnlyForThisEoi writes only to
  documents.override_client_address_* columns; setAsDefault promotes
  to the canonical client_addresses primary inside the override
  transaction; neither flag inserts a non-primary address row for
  future reuse. eoi-context route now returns available.addresses so
  the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
  BEFORE generateAndSign creates the document row, so source_document_id
  stayed NULL. Mirrored the bounded-recent backfill pattern from
  contacts into persistDocumentOverrides for both client_addresses and
  yachts (every row inserted in the last 60s with NULL source_document_id
  and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
  promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
  dropdown + get human labels in the card view.

Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
  open reminders for an entity. Mounted on Overview tab of yacht /
  client / interest detail. Empty state hints at the header button
  rather than duplicating it.

Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
  residential-inquiry — voice + sign-off match the 4 shipped earlier
  ("Dear X", "With warm regards, The {portName} Team", sentence-case
  subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
  set up to catch port-name leaks; templates are correct in review.

Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
  badge), ResizeObserver-driven responsive PDF width, required-tokens-
  unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
  runs the in-app pdf-lib fill against the supplied interest, uploads
  to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
  takes multipart FormData, magic-byte verifies %PDF-, parses page
  count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
  warns when the new page count truncates the prior set.

Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 17:09:19 +02:00
6b28459c45 feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.

Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
  three doc-status columns, two documenso-id columns, and
  date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
  interest_qualifications (per-interest state), payments (deposit /
  balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
  the new stage + doc-status + outcome shape.

Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).

v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
       the contact-log compose dialog (useVoiceTranscription hook).
- C:   berth-rules-engine wraps state writes in pg_advisory_xact_lock
       with an idempotent re-read; emits rule_evaluated audit traces.
- D:   Documenso webhook: reservation/contract sub-status stamping
       moved out of the PDF-download try-block so a download failure
       no longer swallows the stamp. New integration test coverage.
- E:   /admin/qualification-criteria CRUD page + admin component.
- F:   default_new_interest_owner exposed in System Settings.
- G:   recentActivityCount + active_engagement deal-pulse signal
       surfaced as a chip on interests + hot-deals card.
- H:   interest_assigned notification on assignedTo change (skips
       self-assign, uses a dedupe key).

Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.

Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
4b9743a594 audit: 33-agent comprehensive audit + critical fixes
Full team audit run, all reports verbatim in docs/AUDIT-2026-05-12.md
(5900+ lines, 30+ critical findings). Already-fixed this commit:
- permission-overrides PUT: self-target block + RolePermissions allow-list + cross-tenant guard
- /api/auth/resolve-identifier: rate-limit + synthetic miss-email kill enumeration
- admin email-change: rotates account.accountId + revokes sessions
- middleware: token-gated email confirm/cancel routes whitelisted
- NAV_CATALOG: 10 dead-link sweeps to existing /admin/<x> targets

Feature work landing same commit: optional username sign-in
(migration 0054), per-user permission overrides (0055) with three-state
matrix tabbed inside UserForm, user disable button, role + outcome +
stage label normalisation across the platform, admin email-change
with auto-notification template.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:52:35 +02:00
20ee2c1dcf feat(notes): aggregate-on-read for yachts, companies, residential clients
Extends the listForClientAggregated pattern to three new symmetric
helpers in notes.service so the Notes tab on yacht / company /
residential-client detail pages surfaces the full timeline (own notes
+ related-entity notes) instead of just rows on the entity itself.

  - listForYachtAggregated: yacht own + owner client (when ownership
    is polymorphic 'client') + linked interest notes.
  - listForCompanyAggregated: company own + company-owned yacht notes
    + interests linked to those yachts.
  - listForResidentialClientAggregated: own + residential interests.

Generalises NotesList so aggregate=true works for all four entity
types via SELF_SOURCE / AGGREGATABLE / SOURCE_BADGE_CLASS / SOURCE_LABEL
maps; cross-source notes render with a coloured chip and are read-only
(rep edits on the source entity's page so the right timeline records
the change).

Wires ?aggregate=true into the yacht / company / residential-client
notes routes; the yacht / company / residential-client tabs now pass
aggregate. Drops the legacy single-textarea spots on the companies
overview tab and the residential-interest "Initial brief" row in
favour of the threaded feed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-09 18:36:05 +02:00
3e4d9d6310 feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
Matt Ciaccio
8cdee99310 feat(activity): per-entity Activity timeline (clients/yachts/companies/berths)
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>
2026-05-06 14:57:51 +02:00
Matt Ciaccio
8699f81879 chore(style): codebase em-dash sweep + minor layout polish
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Replaces every em-dash and en-dash with regular ASCII hyphens
across comments, JSX strings, and dev-facing logs. Mostly cosmetic
but stops the inconsistent mix that crept in over the last few
months (some files used em-dashes in comments, others didn't,
some used both).

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

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-04 22:57:01 +02:00
Matt Ciaccio
a391934b73 feat(marina): end-reservation UI + global list, yacht tabs, dashboard distinct count
- End-reservation: API handler existed but had no UI surface. Adds an
  "End reservation" button + date dialog on the reservation detail page,
  visible only when status is `active`.
- New port-scoped `GET /api/v1/berth-reservations` list endpoint and
  `[portSlug]/berth-reservations` page so users can see all reservations
  across all berths from one place (was 404).
- Berths "Edit" menu pushed `/berths/{id}?edit=true` but the detail page
  never read the param — it now auto-opens the edit sheet on mount and
  strips `edit` from the URL.
- Reservation detail no longer shows raw 8-char UUIDs for Berth / Yacht
  / Client; reuses the lazy-fetching link components from the list view.
- Yacht "Interests" and "Reservations" tabs replaced their "Coming soon"
  stubs with real lists fetched from the existing service routes.
- Dashboard "Pipeline Value" KPI used `select(berthId, price)` and
  summed per active interest, so a berth with three open interests was
  counted three times. Switched to `selectDistinct(berthId, price)`.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:15 +02:00
Matt Ciaccio
e8d61c91c4 feat(platform): residential module + admin UI + reliability fixes
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Residential platform
- New schema: residentialClients, residentialInterests (separate from
  marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint

Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)

Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
  handlers.ts files (Next.js 15 route.ts only allows specific exports)

Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
  (apiFetch already JSON.stringifies its body; passing a stringified
  body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
  to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
  Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md

Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
Matt Ciaccio
76d2348873 feat(ui): yacht detail page with header, tabs, ownership history
Implements Task 5.3: server page passes yachtId to a client YachtDetail,
which fetches via TanStack Query and renders the shared DetailLayout with
Overview / Ownership History / Interests / Reservations / Notes / Tags
tabs. Header shows name, dimensions, polymorphic owner link, status badge,
and Edit / Transfer / Archive actions. Transfer is a stub dialog pending
Task 5.5; Notes tab is a placeholder because NotesList does not yet support
entityType='yachts'.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 13:40:41 +02:00