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
Saves rep-configured export setups so a "Monthly board report" or
"Weekly pipeline review" template only has to be assembled once.
Schema (migration 0079_report_templates.sql + drizzle entry):
- report_templates: id, port_id, kind, name, description, config
(jsonb), created_by, created_at, updated_at.
- Sibling-name uniqueness scoped (port_id, kind, LOWER(name)) so
Port A and Port B can both have "Quarterly review" without
colliding, and two different KINDS in the same port can share a
name (a clients "Quarterly review" + an interests "Quarterly
review" coexist).
- port_id FK cascades on delete; templates evaporate with the
parent port. No cross-port enumeration risk since every query
filters by port_id.
Service (src/lib/services/report-templates.service.ts):
- createReportTemplate / listReportTemplates / getReportTemplate /
updateReportTemplate / deleteReportTemplate.
- Audit-logs every write with old/new values for the rename case.
- Surfaces sibling-name collisions as ConflictError with a
rep-readable message ('A "Monthly board report" template
already exists for the dashboard kind').
Routes:
- GET /api/v1/reports/templates?kind=clients
- POST /api/v1/reports/templates
- GET /api/v1/reports/templates/[id]
- PATCH /api/v1/reports/templates/[id]
- DELETE /api/v1/reports/templates/[id]
All gated on `reports.export` — same permission as generating
reports lets the rep manage the templates that drive them.
POST cross-validates that `body.kind === body.config.kind` so a
rep can't sneak a dashboard config into a clients template and
confuse the rendering path at use time.
UI:
- SavedTemplatesPicker reusable component — dropdown of templates
for this port + kind, inline "Save as template" toggle that
expands to a name input + Save button, delete button next to
the picker once a template is selected.
- Wired into both ExportDashboardPdfButton + ExportListPdfButton.
Applying a saved template hydrates the dialog's form (selected
widgets / filters / title) from the saved config.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
