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>
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>
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>
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>
The user-menu's Profile link previously 404'd, and CRM users had no way
to change their password from inside the app.
- /api/v1/me/password POST wraps better-auth changePassword, surfaces a
friendlier "Current password is incorrect" on the typical failure
mode, and writes an audit_log row with metadata.revokedOtherSessions.
- /{port}/settings/profile renders display name + email + change-password
card with current/new/confirm fields and a 'Sign out other devices'
toggle.
End-to-end verified: wrong current pw → 400 with mapped message;
correct → 200 + audit row; revert → 200.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
