8be7a6e29dd034e457fd08fdd6d43e86c40b24f3
18 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| ccc775dc66 |
feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI)
73-file atomic rename per docs/tenancies-design.md:
- Migration 0085: rename table + indexes + FK constraints; rename
documents.reservation_id → tenancy_id; migrate jsonb permission maps
(reservations resource → tenancies; collapse create+activate → manage);
rewrite historical audit_logs.entity_type='berth_reservation' →
'berth_tenancy'. FK renames wrapped in DO blocks so dev DBs that pre-date
the FK additions don't abort.
- Schema: berthReservations → berthTenancies; BerthReservation type →
BerthTenancy; indexes idx_br_* / idx_brr_* → idx_bt_*.
- RolePermissions: resource { view, create, activate, cancel } collapses to
{ view, manage, cancel }; all 8 default seed bundles + role-form + matrix
updated.
- Service: berth-reservations.service.ts → berth-tenancies.service.ts;
endReservation → endTenancy; listReservations → listTenancies.
- API: /api/v1/berth-reservations → /api/v1/tenancies (+ nested [id]);
/api/v1/berths/[id]/reservations → /api/v1/berths/[id]/tenancies.
- Validators: reservations.ts → tenancies.ts; RESERVATION_STATUSES →
TENANCY_STATUSES; endReservationSchema → endTenancySchema.
- Routes: /{portSlug}/berth-reservations → /{portSlug}/tenancies;
/portal/my-reservations → /portal/my-tenancies.
- Components: src/components/reservations/* → src/components/tenancies/*;
BerthReservationsTab → BerthTenanciesTab; ClientReservationsTab →
ClientTenanciesTab; ReservationList → TenancyList.
- Socket events: berth_reservation:* → berth_tenancy:*; payload
reservationId → tenancyId.
- Webhook events: berth_reservation.* → berth_tenancy.*.
- Portal: getPortalUserReservations → getPortalUserTenancies;
PortalReservation → PortalTenancy; PortalDashboard.counts.activeReservations
→ activeTenancies; PortalNav label "Reservations" → "Tenancies".
- Dossier: DossierReservation → DossierTenancy; reservationDecisions →
tenancyDecisions across smart-archive-dialog + bulk-archive routes.
- Documents schema: documents.reservationId → documents.tenancyId
(TS + DB column + index + FK constraint).
- Activity feed label berth_reservation → berth_tenancy (matched against
migrated historical audit rows).
KEPT (separate concepts):
- Reservation Agreement document type (the contract sent to clients).
- "Reservation" pipeline stage name.
- {{reservation.*}} merge tokens in template authoring.
- interest.reservationStatus / reservationDocStatus / dateReservationSent
fields (track agreement signing on the deal).
- reservation-agreement-context.ts service (builds merge context for the
Reservation Agreement doc; only its DB imports were renamed).
Verified: tsc clean, 1480/1480 vitest passing, migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 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>
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| 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 |
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| a147cbcd93 |
feat(uat-batch): Group N — dashboard upgrades
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>
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| 2cb0b99314 |
feat(uat-batch-13): activity feed resolves user UUIDs to display names
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> |
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| 449b9497ab |
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc
UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 025648c40b |
fix(P1): soft-archive berths instead of hard-delete — F5
Pre-audit, DELETE /api/v1/berths/[id] called `db.delete()` which
permanently dropped the row, cascade-vanished `interest_berths` links,
broke historical audit references, and could 404 the public feed mid-
customer-inquiry. The `berths.archived_at` column existed in the schema
but was never written.
Changes:
- `archiveBerth(id, portId, { reason }, meta)` is the new canonical
soft-archive. Requires a reason (min 5 chars). Blocks when an
active interest still depends on the berth (forces the rep to
resolve the deal first). Audit-logs the old status + reason.
- `restoreBerth(...)` reverses it.
- DELETE route now accepts `{ reason }` and routes to archiveBerth.
- New POST /api/v1/berths/[id]/restore.
- `getBerthOptions` + dashboard occupancy / status-distribution
queries gain `isNull(berths.archivedAt)` so archived moorings
don't show up in pickers or skew metrics.
- Legacy `deleteBerth(...)` kept as a thin wrapper around archiveBerth
so import sites we haven't migrated still work — labeled @deprecated.
Verified live:
- DELETE w/o reason → 400 (validation)
- DELETE w/ "x" → 400 "Reason must be ≥ 5 characters"
- DELETE w/ proper reason → 204, row archived, reason persisted
- DELETE twice → 409 "Berth is already archived"
- POST /restore → 204, archived_at cleared
Follow-up (deferred): apply isNull(archivedAt) to recommendations.ts,
alert-rules.ts, portal.service.ts, report-generators.ts, berth-rules-
engine.ts. The current set covers the visible surfaces; the rest are
secondary aggregators.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| bded8b21f1 |
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN
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
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| b966d8106d |
feat(active-interest): canonical predicate + fix stale getHotDeals rank
Extract activeInterestsWhere(portId) as the single source of truth for
"active interest" SQL filtering: scoped + archived_at IS NULL + outcome
IS NULL. Won deals are now CLOSED, not active — pre-2026-05-14 the
dashboard used a permissive `outcome IS NULL OR outcome = 'won'` that
double-counted won revenue against the in-flight pipeline.
Locked in PRE-DEPLOY-PLAN § 1.1.2.
Bonus catch: getHotDeals rank-CASE referenced the OLD 9-stage pipeline
names ('completed', 'contract_signed', 'contract_sent', 'deposit_10pct',
'eoi_signed', 'eoi_sent', 'in_communication', 'details_sent'). Every
row hit the ELSE 0 branch under the new 7-stage model, collapsing
ordering to updatedAt only — the widget silently stopped surfacing
"closest to closing". Rebuilt the rank ladder against the current
canonical stages (enquiry → ... → contract).
Tests: 2 unit tests assert the predicate's compiled SQL contains
"archived_at" IS NULL + "outcome" IS NULL, and never the legacy 'won'
literal.
Remaining sweep targets queued for the next commit:
- client-archive-dossier.service.ts
- client-restore.service.ts
- client-archive.service.ts
- reminders.service.ts
- berths.service.ts (recommender feasibility)
- interests.service.ts
- report-generators.ts
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 50f48a8b6a |
audit: Tier 2/3/4 batch — reports math, portal copy, authz escalation guard
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> |
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| 3ffee79f3f |
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones
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> |
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Matt Ciaccio
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6e3d910c76 |
refactor(interests): migrate callers to interest_berths junction + drop berth_id
Phase 2b of the berth-recommender refactor (plan §3.4). Every caller of the legacy `interests.berth_id` column now reads / writes through the `interest_berths` junction via the helper service introduced in Phase 2a; the column itself is dropped in a final migration. Service-layer changes - interests.service: filter `?berthId=X` becomes EXISTS-against-junction; list enrichment uses `getPrimaryBerthsForInterests`; create/update/ linkBerth/unlinkBerth all dispatch through the junction helpers, with createInterest's row insert + junction write sharing a single transaction. - clients / dashboard / report-generators / search: leftJoin chains pivot through `interest_berths` filtered by `is_primary=true`. - eoi-context / document-templates / berth-rules-engine / portal / record-export / queue worker: read primary via `getPrimaryBerth(...)`. - interest-scoring: berthLinked is now derived from any junction row count. - dedup/migration-apply + public interest route: write a primary junction row alongside the interest insert when a berth is provided. API contract preserved: list/detail responses still emit `berthId` and `berthMooringNumber`, derived from the primary junction row, so frontend consumers (interest-form, interest-detail-header) need no changes. Schema + migration - Drop `interestsRelations.berth` and `idx_interests_berth`. - Replace `berthsRelations.interests` with `interestBerths`. - Migration 0029_puzzling_romulus drops `interests.berth_id` + the index. - Tests that previously inserted `interests.berthId` now seed a primary junction row alongside the interest. Verified: vitest 995 passing (1 unrelated pre-existing flake in maintenance-cleanup.test.ts), tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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8699f81879 |
chore(style): codebase em-dash sweep + minor layout polish
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> |
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Matt Ciaccio
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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>
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Matt Ciaccio
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ba5fb6db5e |
feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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|
Matt Ciaccio
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886119cbde |
refactor(sales): consolidate pipeline stages + wire EOI auto-advance
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>
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| 4c20bcffcd |
Fix all ESLint errors: remove unused imports, replace any types
- Remove ~60 unused imports and variables across 88 files - Replace ~80 `any` type annotations with proper types (unknown, Record<string, unknown>, or specific types) - Prefix unused callback args with underscore - Fix unescaped JSX entities - Lint now passes cleanly (0 errors, 2 intentional img warnings) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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| 67d7e6e3d5 |
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM, PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source files covering clients, berths, interests/pipeline, documents/EOI, expenses/invoices, email, notifications, dashboard, admin, and client portal. CI/CD via Gitea Actions with Docker builds. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
