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>
Reps no longer have to copy/paste UUIDs into the New-document wizard.
Three UUID inputs replaced:
- Template id Input → DocumentTemplatePicker (queries /api/v1/document-templates
with name search; filters to isActive=true)
- Uploaded file id Input → inline FileUploadZone (drop or browse PDF; surfaces
the uploaded file id directly to the wizard via the new onUploadComplete
signature)
- Subject id Input → conditional picker: ClientPicker / CompanyPicker /
YachtPicker / InterestPicker depending on the subject-type dropdown.
Reservation falls back to Input for now (no ReservationPicker yet).
Other polish in the wizard:
- SIGNER_ROLES labels capitalized in the role select (client → Client, etc.)
via a formatSignerRole() helper. Internal values stay lowercase.
- Pinned h-9 on Select triggers so the type/subject row + signer-role select
vertically align with their adjacent inputs.
- Subject-type change now resets subjectId — picker options are type-specific
and a stale id from a different entity table would be invalid.
Infrastructure for hub uploads (will be consumed in a follow-up dropdown +
drag-drop pass):
- /api/v1/files/upload route now parses folderId from FormData (schema
already supported it).
- FileUploadZone accepts a folderId prop and forwards it, plus a new
onUploadComplete(file) callback shape that surfaces { id, filename } on
each successful upload. Existing per-entity callers (Files tab on clients,
companies, yachts, interests) ignore the arg, no behaviour change.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The gradient "Documents — Track signing status..." banner was rendering on
all three render modes (HubRootView / EntityFolderView / FlatFolderListing),
duplicating the in-empty-state CTA on folder views. Keep it only on the
root landing page; for folder views, surface a compact "+ New document"
button in the upper-right aligned with the FolderBreadcrumb row.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Auto-format all files modified during the documents-hub-split feature
branch that were not yet aligned with the project's Prettier config
(single quotes, semicolons, trailing commas).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The /documents/files page rendered a storagePath-prefix folder tree
disconnected from document_folders. Replaced by the unified hub
(Task 15). 301 redirect catches stray bookmarks. file-browser-store
repurposed to hold the document_folders.id selection.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three follow-ups from Task 15 code review:
1. (Important) The aggregated files API now LEFT JOINs against
documents to surface signedFromDocumentId per file row. The
"view signing details" button on EntityFolderView's Files
section now passes the workflow id to SigningDetailsDialog
instead of the file id. Previously the button always 404'd
and the dialog hung in the loading state. Drops the v1
filename-prefix heuristic.
2. (Minor) Drop dead initialTab prop + DocumentsHubTab import —
leftover from the pre-refactor tab strip.
3. (Minor) FlatFolderListing remounts on folder switch via a key
prop, restoring the pre-refactor typeFilter reset behaviour.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three rendering modes for the main panel:
- HubRootView (no folder selected): port-wide Signing + recent Files.
- EntityFolderView (system-managed entity subfolder selected):
AggregatedSection × 2 with owner-grouped subsections + per-row
"view signing details" link on signed files (heuristic: filename
starts with "signed-"; follow-up: surface signedFromDocumentId
from the aggregated API).
- FlatFolderListing (any other folder): existing search + chips + list.
Drops the signing-status tab strip (in_progress / awaiting_them / etc.)
— folders are the primary navigation now. hub-counts query removed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
FolderTreeSidebar shows a lock marker on system_managed rows and renders
archived entity folders muted. FolderActionsMenu disables Rename /
Move / Delete with a tooltip explanation when a system folder is
selected; the server-side guard (Task 4) is the authoritative
rejection — the UI is the friendly first line.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
mapWorkflowStatus had key 'partial:' but the schema status string is
'partially_signed'. The mismatch fell through to the 'pending' default
so a partially-signed workflow rendered the wrong pill colour. Aligns
the lookup key with the actual status enum.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Modal rendering workflow + signers + events for a signed-PDF file.
Wired to GET /api/v1/documents/[id]/signing-details. The "view signing
details" link on signed-file rows in the Files section opens this
dialog (wiring in the entity-folder view task).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two TanStack Query hooks fetch the entity-aggregated payload for files
and workflows; AggregatedSection renders one labelled subsection per
owner-source group with a Show all (N) button wired via the onShowAll
callback. Dumb component — parent owns the row rendering + drill-
through navigation (Task 15 composes this into EntityFolderView).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Prettier reformatting on files touched in the wave 11.B sequence —
markdown italics _underscore-style_, single-line conditionals, minor
whitespace fixes. No semantic changes. .env.example reformatting left
unstaged (blocked by pre-commit hook).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- renameFolder/moveFolder UPDATE and deleteFolderSoftRescue DELETE now
carry an explicit port_id predicate so the write is bounded to the
same tenancy the pre-fetch verified, defending against future
refactors that drop or reorder the ownership check.
- FolderRow's collapsed-children chevron is `invisible` for layout
purposes, but it was still in the tab order with a misleading
Expand/Collapse aria-label. Add aria-hidden + tabIndex=-1 when no
children so keyboard users skip it.
Surfaced by post-implementation review (subagent code-review pass).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The feature-flags query previously sat at ['documents', 'feature-flags'],
which the hub's useRealtimeInvalidation([['documents']]) registration
matched via TanStack's default prefix matching. Every document socket
event refetched the flag, silently defeating the 5-minute staleTime.
Move the key to ['documents-feature-flags'] so it sits outside the
prefix; document events no longer trigger a flag refetch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New documents_show_expired_tab system setting (default true). Public
read via GET /api/v1/documents/feature-flags (gated on documents.view
so reps can read it without holding manage_settings). When off, the
Expired tab is hidden from the documents hub — useful when expired
EOIs are noise that distracts reps from active deals.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Switching tab or folder while a type filter was active left the
filter applied silently — the chip cloud regenerated from the new
result set so no chip lit up, but the documentType= query param
kept narrowing the list. Reset typeFilter to undefined whenever tab
or selected folder changes.
Also use TYPE_LABELS for chip text so the filter chips match the
human-readable labels already shown in the row's Type column.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Type-filter chip cloud sourced from the documentTypes seen in the
current result set, replacing the static dropdown over the whole
DOCUMENT_TYPES enum. New "Move to folder…" entry on the per-row
action menu (gated on documents.manage_folders) opens the
MoveToFolderDialog Combobox.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Documents hub now opens with the folder tree on the left and a
breadcrumb on top. Folder selection is its own state — undefined =
"All", null = "Root only", string = specific folder. Filter pushes
through to /api/v1/documents via folderId query param.
Drops the "Signature-based only" pill — it defaulted to true and
silently hid informational documents, which confused new reps. With
folders the rep organises by location, not by signature-vs-not.
Adds an "In progress" hub tab covering status IN (draft, sent,
partially_signed) for the everyday "what's in flight" view.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
cmdk filters by the CommandItem value prop, so the sentinel
"__root__" silently failed to match natural search terms like "no
folder". Use the human label instead. Also reset pickedId when the
dialog re-opens so a cancelled pick doesn't carry a stale highlight
into the next open.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
cmdk Combobox dialog showing all folder paths flat (' / '-separated),
plus a "Root (no folder)" pseudo-option. Move button disabled when the
picked folder matches the document's current folder.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pass loading={deleteMutation.isPending} to ConfirmationDialog so a
second tap on Delete doesn't dispatch a concurrent DELETE. Also
disable the rename Save button when the name hasn't changed, so an
accidental click doesn't fire a no-op PATCH and a misleading
"Folder renamed" toast.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
DropdownMenu trigger with three actions: New folder (works at root or
inside the selected folder), Rename, Delete (confirm-then-soft-rescue).
Delete copy explicitly tells reps the contents move to the parent so
nothing dies silently.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Match the existing src/components/ui/breadcrumb.tsx pattern: separator
chevrons are aria-hidden so screen readers don't announce them, and
the terminal segment (Root or current folder name) carries
aria-current="page" so SR users know which crumb is the current page.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Renders the current folder's path as a clickable breadcrumb with a
Home affordance back to "All documents". Each ancestor is clickable
to navigate up; the last segment is the current folder (non-clickable,
foreground colour).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Folder query failures previously rendered identically to an empty
list, hiding network problems from the user. Add an isError branch
that shows "Failed to load folders." in destructive color.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Persistent left rail with "All documents" + "Root" pseudo-rows above
the tree. Each tree row has a chevron toggle (expand/collapse) and a
clickable label (select). Renders unlimited depth without blowing out
the page — children only mount when their parent is expanded.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mirrors files.manage_folders. Gates create / rename / move / delete
of document folders, plus moving documents between folders. Reps with
documents.edit but not manage_folders can rename docs in place but
can't reorganise the tree. Admin + sales_manager get the perm by
default; sales_rep + viewer don't.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Berth detail page now has two tabs:
- Spec: the existing versioned berth-spec PDF surface (current panel,
version history, parser badge).
- Deal Documents: NEW. Lists EOIs / contracts / etc. attached to
interests currently linked to this berth via interest_berths.
New service helper listDealDocumentsForBerth joins documents →
interests → interest_berths with a port_id guard on both sides.
GET /api/v1/berths/[id]/deal-documents wraps it, gated on berths.view.
Read-only — title, type, status badge, and an Open link to the source
interest page. Edits / sends still happen on the interest's own page.
The Spec tab paragraph now points reps to the new Deal Documents tab
instead of telling them to navigate via Interests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
When status moves to under_offer or sold, the dialog now surfaces an
interest selector below the reason textarea. Picking an interest
passes interestId on the PATCH, which the service uses to call
setPrimaryBerth — auto-creates a primary interest_berths row if not
present, demoting any prior primary in the same transaction so the
unique partial index never fires. Cross-port leakage is blocked inside
the existing interest-berths helper.
Reasons are now offered as quick-pick chips above the textarea,
sourced from the new berth_status_change_reasons vocabulary
(Wave 5). Clicking a chip fills the textarea so reps stay on the
keyboard.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New /admin/vocabularies route + VocabulariesManager component. Catalog
at src/lib/vocabularies.ts defines 11 vocabularies grouped into
Interests / Berths / Expenses / Documents domains, each shipping with
the canonical defaults from src/lib/constants.ts (interest temps,
status-change reasons, tenure types, expense categories, document
types, plus the 5 berth-spec dropdowns).
Editor supports add / remove / reorder / inline-rename / reset-to-
defaults; only dirty cards save. Uses the existing
/api/v1/admin/settings PUT endpoint (already gated on
admin.manage_settings) so storage piggybacks on system_settings
(port_id, key) per the established pattern.
Reps need read access without holding manage_settings — added a
public-read /api/v1/vocabularies endpoint plus useVocabulary() hook
(5-minute staleTime). The admin manager invalidates the vocabularies
query on save so consumers (status-change dialog, expense form, etc.)
pick up new lists immediately.
Adds a Vocabularies card to the admin landing page.
Follow-up sweep owed: actual consumers (interest-card temperature pill,
berth-tabs select dropdowns, expense form category list, etc.) still
read from the hardcoded constants.ts arrays. Wire them through
useVocabulary in a separate pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two related cleanups for the user profile surface area:
(1) Add canonical first_name + last_name columns to user_profiles.
Migration 0049 backfills from display_name by splitting on the
first whitespace run; single-token names land as
(display_name, NULL) so we never throw away existing data.
Display name becomes an optional override (nicknames, vanity
formatting). /api/v1/me PATCH now accepts firstName/lastName,
and the user-settings form surfaces them as the primary inputs
with display name as a secondary "How your name appears" field.
(2) Remove the broken Notifications card from user-settings (it called
PATCH on an endpoint that has GET/PUT only and used a flat shape
vs the actual array shape). Replace with the working
NotificationPreferencesForm + ReminderDigestForm under a
#notifications anchor. /notifications/preferences becomes a
server-side redirect to /settings#notifications for back-compat;
the mobile More-sheet + user-menu Bell entry now deep-link to the
new anchor directly.
Drops the auto-generated drizzle-kit catch-up migration so we're not
sneaking accumulated schema drift into the journal — only the targeted
0049 lands here.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the HTML5 datalist Input with a Popover + cmdk Combobox
modeled after CountryCombobox. Free-text on first entry via the
"Create '<typed value>'" item; past labels grouped under "Past trips"
with a check-mark indicating the current selection. Reuses the
existing /api/v1/expenses/trip-labels endpoint (distinct values for
the port, ordered by most-recent expense date) — no new schema or
service work.
Drops useQuery from expense-form-dialog since the combobox now owns
its own data fetch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
Pre-commit hook reformatted these files after the substantive commits.
No semantic changes — markdown table alignment, list indentation, and
emphasis style normalisation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Mobile UX:
- Hide ColumnPicker on `< sm` viewports (cards, no columns to toggle).
- Hide kanban toggle in interest list on mobile and snap viewMode back
to 'table' if the persisted choice was 'board'.
- Drop dead "Inbox" link from the More-sheet (email/IMAP feature is
deferred per sidebar.tsx note).
- Repoint Notifications nav from `/notifications` (no page.tsx — 404)
to `/notifications/preferences` and re-label as "Notification
preferences" (the bell stays the surface for actual notifications).
- Hide Website Analytics on both desktop sidebar and mobile More-sheet
when Umami isn't configured for the port (`useUmamiActive()`).
Interests:
- New `<StageLegend>` popover button in the filter row decodes the
card stripe colours to pipeline stage names, kept in sync with
`STAGE_DOT` automatically.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Client form: when nationality is picked and timezone empty, primary
IANA zone for the country is pre-filled (skips when user has chosen
a zone explicitly). When a contact's preferred channel is `'other'`,
the inline `Label` field flips to "Specify" / "e.g. Telegram, Signal"
so the rep records what the channel actually is.
Yacht form: replace the free-text 2-letter flag input with the shared
`CountryCombobox` so flags stay valid ISO codes.
User settings: timezone pre-populates from
`Intl.DateTimeFormat().resolvedOptions().timeZone` on first load
(was empty before); country change auto-fills timezone with the same
helper as the client form. Phone field upgraded to the shared
`<PhoneInput>` (country-flag dropdown + AsYouType formatter) seeded
from the page's country state.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Radix Popover swallowed wheel events on cmdk-backed comboboxes for
macOS users — the country / timezone dropdowns were unscrollable with
a Magic Mouse / trackpad. Add an `onWheel` translator on `CommandList`
plus `overscroll-contain` so the list captures the delta directly.
Lights up every cmdk popover (Companies, Residential Clients, Clients,
Yachts, settings).
Country and Timezone comboboxes now constrain popover content to
`w-[var(--radix-popper-anchor-width)]` with sensible `min-w-*` floors
so wide triggers get correspondingly wide popovers.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pull verbatim SingleSelect choices from NocoDB Berths via MCP and lock
them into BERTH_*_OPTIONS / _TYPES in lib/constants.ts: Side Pontoon
(10 values), Mooring Type (5), Cleat Type (2), Cleat Capacity (2),
Bollard Type (2), Bollard Capacity (2), Access (5), Area (A–E), Bow
Facing (4-value UX-only constraint over a SingleLineText). Power
Capacity / Voltage stay numeric inputs (NocoDB stores Number).
Add `toSelectOptions()` mapper for shadcn `<Select>` `{value,label}`
pairs.
Wire every berth dropdown — both the modal form and the inline-edit
detail tabs — to `<Select>`. Inline `EditableSpec` gains
`selectOptions` for the variant and `linkedUnit { field, multiplier }`
to auto-patch the metric column on save (× 0.3048 for ft→m on length,
width, draft, nominal boat size, water depth).
Promote nominal boat size + tenure type from read-only `<SpecRow>` to
`<EditableSpec>` so reps can edit them. Tenure type currently uses the
validator's `'permanent' | 'fixed_term'` set; will swap to per-port
configurable list once Vocabularies admin lands (Wave 5).
Mobile berth cards: replace status-coloured stripe with
`mooringLetterDot()` so it groups by dock letter; status conveyed by
the existing pill below. Berth detail header: "{Letter} Dock" chip
instead of bare "A" / "B" text. Berth area filter: `<Select>` over
A/B/C/D/E (renamed to "Dock"). Documents tab gets a one-paragraph
explainer disambiguating the spec PDF from deal documents (Interests
tab).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.
Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
buggy issuer in some future code path that mixes port scopes — every
storage key generated by generateStorageKey() already prefixes the
slug. document-sends opts in for 24h emailed download links; other
callers continue working unchanged via the optional field.
DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
(storage_backend, NULL) rows that had accumulated from race-prone
delete-then-insert patterns in ocr-config / settings / residential-
stages / ai-budget services. All four services converted to true
onConflictDoUpdate upserts so the race window is closed.
API uniformity:
- Response shape standardization: 16 routes converted from
`{ success: true }` to 204 No Content. CLAUDE.md documents the
convention (`{ data: <T> }` for content, 204 for empty mutations,
portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
(custom-fields, expenses/export ×3, currency convert,
search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
versions, parse-results}). Uniform 400 error shapes for
ZodError-flagged bodies.
Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
`{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
per-port custom_field_definitions for client/interest/berth contexts
and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
tokens now expand (search index + entity-diff remain documented
design limitations).
/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
visible Documents tab in company-tabs.tsx (was a hidden stub).
Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
worker handlers). Both are placeholders for future feature surfaces,
not bugs — per-port digest works for every customer; nothing
currently enqueues import jobs (verified). Annotated in BACKLOG.
BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).
Tests: 1185/1185 vitest, tsc clean.
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
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>
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Multi-tenant branding admin (/admin/branding) was saving 5 settings
that no code read — every port's emails shipped Port Nimara's logo
and color regardless. Now wired end-to-end:
New shared infrastructure:
- src/lib/email/shell.ts — renderShell() + brandingPrimaryColor()
helpers; takes BrandingShell { logoUrl, primaryColor,
emailHeaderHtml, emailFooterHtml }, falls back to Port Nimara
defaults when null.
- src/lib/email/branding-resolver.ts — getBrandingShell(portId)
thin wrapper over getPortBrandingConfig() that returns null on
error / missing portId so senders never break on misconfig.
All 6 transactional templates refactored to use renderShell + the
shared accent color; portName now flows through every template
(crm-invite, portal activation/reset, both inquiries, both
residential templates, notification digest).
All 6 senders pass branding via getBrandingShell:
- portal-auth.service.ts (activation + reset)
- crm-invite.service.ts (resend path; create-invite has no portId
yet so falls through to defaults)
- email worker (inquiry confirmation + sales notification)
- residential-inquiries route (client confirmation + sales alert)
- notification-digest.service.ts (digest)
BrandedAuthShell takes an optional `branding` prop with logoUrl +
appName (parent page server-fetches via getPortBrandingConfig).
Defaults to Port Nimara if omitted, so single-tenant deployments
are unaffected.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The inquiry inbox was read-only — every inquiry stayed there forever
with no way to mark "I handled this" or "this is spam." Now:
- Migration 0045 adds triage_state ('open' | 'assigned' | 'converted'
| 'dismissed' default 'open') + triaged_at + triaged_by columns to
website_submissions, plus a (port_id, triage_state, received_at)
index for the inbox query.
- New PATCH /api/v1/admin/website-submissions/[id]/triage flips the
state with audit log entry.
- List endpoint takes a `state` filter (default 'inbox' = open +
assigned, hides converted + dismissed).
- UI: per-row Convert / Assign / Dismiss / Reopen actions; second
filter row for state; triage badge per card. "Convert" jumps to
/clients with prefill_name / prefill_email / prefill_phone /
prefill_source / prefill_inquiry_id query params + marks the row
converted (the client-create form will read those — same prefill
pattern other entry points use).
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
R2-M11: mobile More-sheet missing 4 destinations. Added Reservations,
Notifications, Residential, Website analytics — anyone using mobile
chrome to triage on the go can now reach those domains.
R2-M12: portal had no profile / change-password surface. New
/portal/profile page with read-only contact details + a
ChangePasswordForm component, backed by a new POST
/api/portal/auth/change-password endpoint and
changePortalPassword() service function. Audits both ok and failure
cases at warning severity. Added Profile to PortalNav.
R2-M1: portal dashboard "My Memberships" tile had no href and no
/portal/memberships route — dead-end on tap. Hidden until a
memberships page ships; the count remains in the underlying data.
R2-M7: InlineStagePicker never sent override:true so users with
interests.override_stage couldn't actually use the perm from the
inline chip — they had to fall back to the modal picker. Now the
picker auto-detects when a transition isn't legal AND the user has
override_stage, sets override:true, and supplies a default reason.
Frontend M2: hard-delete-dialog confirm stage now has a "Send a new
code" link in case the original expired before the user could enter
it. Avoids forcing a full Cancel + reopen.
Frontend M4: audit-log-list date-range validation. From > To now
shows an inline error and skips the request rather than firing an
empty-range query that surfaces "no entries found".
R2-M6: external-EOI route now requires interests.edit AND
documents.upload_signed (defense-in-depth) — uploading a signed EOI
mutates interest state, so the upload-signed perm alone shouldn't
let a custom role flip an interest.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
