9138932d1bcc9a731022c7d1198009e49df8defa
360 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 9138932d1b |
feat(docs-ui): include new FileIcon shared module (continuation)
Companion to prior commit — the untracked file-icon.tsx that both EntityFolderView and FileGrid now import. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| dd6e8ee968 |
feat(docs-ui): shared FileIcon + signed-state pill on EntityFolderView rows
- Extract FileIcon mapping to `src/components/files/file-icon.tsx` (single source of truth for mime→icon+colour palette; was previously inline in FileGrid only). - EntityFolderView file rows now render the type-specific icon (PDF/red, Image/blue, Sheet/green, Video/purple) instead of a generic FileText — multi-deal clients become scannable at a glance. - Add an inline "Signed" pill on rows where signedFromDocumentId is set so reps can distinguish a signed-from-workflow copy from a vanilla upload without hovering for "View signing details". - Tighter hover treatment (row picks up a subtle bg on hover) for affordance. - FileGrid refactored to consume the shared FileIcon so both surfaces stay in lockstep on future mime additions. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 65b92cace1 |
fix(b4-bugs): external-EOI cache collision + stage-gate regression test + search popover opacity
Three B4 bug fixes shipped together:
- **#4 Upload-signed-copy blank body** — ExternalEoiUploadDialog used
queryKey=['interests', interestId] but didn't unwrap the {data} envelope
while the parent InterestDetail (same key) does, so opening the dialog
clobbered the cache with a wrapped shape and blanked the detail page
("Unknown Client" + empty tab body). Dialog now unwraps to match.
- **#2 Legacy-stage canonicalization regression test** — new integration
test locks in the external-EOI advance gate: canonical pre-EOI stages
(enquiry/qualified/nurturing) advance to 'eoi' on upload; at-or-past-EOI
stages stay put while metadata still writes. 7/7 passing. Backfill
script intentionally not shipped — dev DB is test data, prod cutover
is manual.
- **#3 Global-search dropdown translucent rows** — defensive opaque
background on the popover wrapper (bg-white dark:bg-popover) guards
against the subtle transparency UAT captured on the Berths page.
Live-browser repro still needed to identify the exact bleeding row;
this defense makes the surface unambiguously solid in light mode
regardless of which class wins tailwind-merge.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 81e7aa284e |
fix(ui-sheet): widen default Sheet width sm:max-w-sm -> sm:max-w-md, +lg:max-w-xl
Locked decision from the audit: bump every Sheet width uniformly so content-dense drawers (EoiGenerateDialog, InterestForm, ClientForm, …) get more horizontal room without per-site overrides. Adds a lg:max-w-xl tier so wide viewports get extra breathing room while the sm tier stays tight on tablets. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 777b711548 |
feat(uat-b2): visual breakpoint fixes + form-error UX rollout
B2 Wave A (visual breakpoints):
- Documents Hub folder rail: widen ResizablePanel default 20→22%,
min 14→18%, add min-w-[180px] CSS floor so names don't truncate
at tablet 768
- Website analytics KPI tiles: switch lg grid 6→3 cols, restore 6
at xl so "Visit duration" stops truncating in the 1024+sidebar
layout
- Pipeline Value tile per-stage rows: compact $3.5M format on
sm- breakpoint (responsive sm:hidden / hidden sm:inline pair)
B2 Wave D (form-error UX rollout):
- useFormScrollToError + FormErrorSummary wired into 5 high-impact
forms: client-form, interest-form, yacht-form, company-form,
berth-form. Validation failures now scroll the first errored
field into view + render a top-of-form summary banner when ≥2
errors exist. Remaining ~23 form surfaces queued for follow-up.
B2 Wave B (Umami follow-ups):
- TopList primitive: add onExpandRange + expandRangeLabel props
for the empty-state nudge ("Try last 30 days" button). Callers
can opt in to drive the page-level DateRange.
B2 Wave C (FieldLabel + admin tooltip audit):
- Verified FieldLabel primitive already exists + is adopted in
custom-field-form. Registry-driven-form renders entry.description
inline below labels for every entry — the broad sweep across
15-20 admin pages is deferred to a focused polish session.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 14ae41d0fa |
feat(uat-b1): ship Wave A-E of Bucket 1 audit findings
Wave A (Interest+EOI form quick wins): - Auto-select yacht after inline-create from interest form - EOI generate dialog: "View EOI" action toast - Interest form berth picker: formatBerthRange compact label - Remove "Generate EOI" button from Documents tab (clean removal) - Interest auto-assign: only sales_agent/sales_manager auto-claim ownership on create (explicit role check via user_port_roles join) - LinkedBerthRowItem dims: drop "D" suffix + "L × W" format - ExternalEoiUploadDialog: prefillSignatories prop threaded from active EOI signers - EOI signature progress on Overview milestone card footer Wave B (a11y + i18n sweeps): - aria-live on supplemental-info error state - text-[10px] -> text-xs in client-pipeline-summary - Currency formatter: locale default removed (Intl uses runtime) - en-US/en-GB hardcoded toLocaleString swept across 13 components Wave C (Primary berth always in EOI bundle): - Service guard strengthened on update path - Migration 0083 backfills historical primary rows Wave D (Onboarding super_admin discoverability): - /api/v1/admin/onboarding/status endpoint + shared service - Topbar OnboardingBanner (super_admin, session-dismissible) - OnboardingTile dashboard widget (rail group, self-hides at 100%) - Celebration toast + invalidate of shared status on last tick Wave E (Branded post-completion email idempotency): - Verified handleDocumentCompleted already owns the email fan-out - Added regression test for the polling path + idempotency 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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| 70d1e7e9b2 |
feat(docs): nested-entity 'This deal' / 'From client' split (B4 #8 phase 4)
Finishes B4 #8 by completing the UI half of the per-interest filing model. Backend foundations (files.interest_id column, ensureEntityFolder for 'interest', upload-zone scope radio, outcome rename hook, backfill) shipped earlier in this audit cycle. - listFiles validator + service: optional interestId filter - listFilesAggregatedByEntity: routes entityType='interest' to a new helper that returns "THIS DEAL" + "FROM CLIENT" + symmetric-reach company/yacht groups - InterestDocumentsTab: Attachments section now renders two cohorts via two paginated queries, with client-side de-duplication so files filed under this deal don't double-count under "From client" - FileRow type exposes the optional interestId so the de-dupe filter doesn't need a re-fetch |
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| 5bd0e1ad9a |
feat(documents): universal upload-with-fields UI wiring (B3 #11)
Backend foundations were already in place ('generic' CustomDocumentType,
storage-path routing). This wires the UI surface across Documents Hub +
entity file tabs.
- UploadForSigningDialog: interestId now string | null; new entity?,
folderId?, onCreated? props. Generic path POSTs to new endpoint
/api/v1/upload-for-signing; interest-scoped paths unchanged.
- uploadDocumentForSigning service: interestId nullable; skips interest
lookup, pipeline-stage advance, doc-status flip on the generic path.
Routes file FK + auto-filed folder via either interest.clientId or the
caller-supplied entity. Validation enforces the matching invariant
(generic must be interestId=null, type-specific must carry one).
- New menu item in NewDocumentMenu ("Upload & send for signature") on
Documents Hub root + folder views.
- Upload & send-for-signature button on ClientFilesTab + CompanyFilesTab,
gated by documents.send_for_signing.
Existing unit tests for the service still pass (validation paths unchanged).
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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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| 43719b49e9 |
feat(dashboard): merge rearrange into the Customize modal
Two days, two modals, both touching widget layout - collapsed into
one. The separate "Rearrange" button + RearrangeWidgetsDialog from
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| 54c5d0ff1e |
feat(dashboard): replace in-place widget drag with modal sortable list
The in-place drag (N46 / |
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| e4fb425d05 |
fix(layout): persist resolved viewport tier in cookie to kill SSR flicker
User reported: "when I refresh the page with this size viewport it switches between tablet and desktop view." The root cause was the two-step tier resolution: 1. Server renders shell based on User-Agent (mobile vs desktop only). 2. Client mounts with that hint, useEffect runs matchMedia, may flip. When the UA says "desktop" but the viewport is actually 900px (so matchMedia says "tablet"), the chrome visibly switches mid-render. Most painful on macOS Safari dragged below 1024. Fix: AppShell writes a `pn-crm.viewport-tier` cookie (1-year, Lax) on every matchMedia evaluation. The dashboard layout reads the cookie and prefers it over the UA classifier for `initialFormFactor`. First visit can still flicker (no cookie yet); every subsequent reload uses the resolved tier and renders the correct chrome on first paint. The cookie values are 'mobile' / 'tablet' / 'desktop' but the server's initialFormFactor prop only accepts 'mobile' | 'desktop' (binary by design — AppShell's useEffect resolves the actual tier client-side from matchMedia). 'tablet' from the cookie collapses to 'desktop' on SSR; AppShell's useEffect re-resolves to tablet immediately. The fluent path on cookie hit is desktop -> tablet (no flicker because both shells render the desktop tree; only the sidebar Sheet wrapper differs, and that's invisible until opened). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 355f242b8f |
fix(layout): topbar grid auto-expanded center column hid right buttons at 780-1280
User reported the search bar dropping to a second row + the top-right buttons (+ New / Inbox / Avatar) going missing as they resized the browser. Playwright probe confirmed: at every width 780-1280 the search bar's intrinsic `max-w-2xl` (672px) forced the topbar's center grid column to expand to that width, leaving the right column too narrow to hold "+ New + Inbox + Avatar" without overlapping the search OR going off-screen. Two coordinated fixes: 1. Grid template `auto_1fr_auto` instead of `1fr_minmax(280,800)_1fr`. Side columns now size to their actual content (logo + breadcrumbs on the left; New + Inbox + Avatar on the right); the center column takes whatever's left. No more "intrinsic content forces the column to grow" behaviour. 2. Search wrapper max-width scales by tier: max-w-md (448px) at base, lg:max-w-xl (576px), xl:max-w-2xl (672px). Generous enough on wide screens, restrained enough on narrow ones so the side columns always get the space they need. Verified via Playwright probe at 780/900/1023/1024/1100/1280 — "+ New" button now lands inside the header at every width. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 9ae7940a04 |
fix(layout): migrate date pickers to useViewportTier mobile-only
Final Bucket 1 visual-audit follow-up. Audit of all 4 useIsMobile callers: - pipeline-chart.tsx + pipeline-funnel-chart.tsx → keep useIsMobile (short x-axis stage labels apply on tablet too — bar charts can't fit full "Reservation" / "Deposit Paid" text at narrow widths). - date-picker.tsx + date-time-picker.tsx → migrate to useViewportTier. Tablet (768-1023) has plenty of room for the desktop Popover Calendar; only the smallest phone widths now fall back to the native datepicker input. 1454/1454 vitest, tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 2f1e1b5f3f |
fix(layout): unblock tablet topbar trigger + un-crush 1024 dashboard title
Two Bucket 1 quick-fixes from the 2026-05-22 visual audit, both
1-2-line CSS changes with outsized visual impact.
PageHeader stack point: lg → xl
The earlier sm → lg revision (commit
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| fcab7745aa |
fix(lint): use Route cast in ClientsByCountryWidget so prettier doesn't reflow the eslint-disable
The prior fix (
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| c1daed1991 |
fix(lint): unbreak CI build — misplaced eslint-disable directives
Two findings + a stale comment crossed the production build threshold
because the eslint-disable-next-line directives didn't actually cover
the line that triggered the rule.
- clients-by-country-widget.tsx: the disable on line 96 targeted the
JSX `href={` opener on line 97, but the `as any` cast lived on
line 98. Collapsed to one line so the directive applies to the
cast directly.
- use-form-scroll-to-error.ts: single disable above the type alias
targeted the type's name line, not the `any` typed params two lines
below. Moved per-param disables next to each `any`.
`pnpm lint`: 3 errors -> 0 errors (41 warnings unchanged).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 6d665d0113 |
feat(layout): add tablet viewport tier (mobile/tablet/desktop)
Previously the app used a binary matchMedia split at 1023.98px, so iPad portrait + half-screen-on-13"-Mac both fell into the mobile shell — neither is really mobile. The tablet tier fills that gap. - `use-is-mobile.ts` gains `useViewportTier()` returning 'mobile' | 'tablet' | 'desktop' (mobile < 768, tablet 768-1023, desktop ≥ 1024). Backed by useSyncExternalStore so render reads stay pure. `useIsMobile()` retained as a back-compat alias = `tier !== 'desktop'` so existing call sites don't have to change in lockstep. - `app-shell.tsx` now renders three branches. Mobile + desktop unchanged. Tablet renders the desktop shell, but the Sidebar lives inside a left-side `<Sheet>` opened by a new leading logo button in the Topbar. SheetContent width matches `--width-sidebar` so the open state reads consistent. Children subtree position stays invariant across tier flips so inline-edit drafts survive a resize. - `topbar.tsx` accepts an optional `leadingSlot` rendered before the back button + breadcrumbs in the LEFT column. AppShell mounts a port-logo button in that slot on tablet (or a three-bar menu icon when the port has no logo yet) that triggers the sheet. - `page-header.tsx` was the dashboard "title card looks bad on tablet" surface — the actions row was forced no-wrap at sm (640px) which crushed the title on iPad-portrait. Stack point moved from sm to lg, so tablet stacks vertically (title above, actions below); desktop returns to side-by-side. tsc clean, 1454/1454 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| ef379013e6 |
feat(uat-batch): U66 — EOI berth-scope picker inside generate dialog
Closes plan item 66 part (c). Parts (a)+(b) shipped earlier (
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| adf4e2ba78 |
fix(reports): split PDF widget catalogue out of the DB-touching service
export-dashboard-pdf-button.tsx imported PDF_DASHBOARD_WIDGETS +
PdfDashboardWidgetId from dashboard-report-data.service.ts. JS modules
evaluate their imports eagerly, so the button transitively pulled in
that file's top-level `import { getKpis } from './dashboard.service'`,
which pulled in `@/lib/db`, which pulls in `postgres`, which crashed
the client bundle with:
Module not found: Can't resolve 'fs'
./node_modules/.../postgres/src/index.js [Client Component Browser]
Split the pure data + types into the new file
src/lib/services/dashboard-report-widgets.ts and re-export from the
original service for backwards compatibility. The button now imports
from the pure file; the server-only route (reports/generate) keeps
using the resolver as before.
tsc clean, dashboard loads.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 52493801e0 |
feat(uat-batch): M43 follow-up — yacht detail field history
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> |
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| 91be0f9136 |
feat(uat-batch): M43 — form-template bindings + inline field history
Closes plan item 43 (Form-template fields bind to Interest/Client data —
autofill, override-preservation history, dual-surface audit trail).
Phase 1 — Editor:
- New bindable-fields catalog (src/lib/templates/bindable-fields.ts):
client/yacht/interest paths, each tagged with the entity, column, and
default input type. Source of truth for what can bind + what
interest_field_history.field_path strings the writers should use.
- formFieldSchema gains optional bindTo, validated against the catalog
as an allow-list (no arbitrary paths sneak through).
- form-template-form admin sheet: per-field "Bind to" dropdown grouped
by entity, auto-derives label/key/type when a binding is picked,
shows "Autofills from + writes back to {label} . {path}" badge.
Phase 2 — Runtime + history writes:
- supplemental-forms.service.applySubmission already wrote
interest_field_history rows for client name/email/address from the
earlier 0081 migration session. Extended to also capture phone +
yacht (name, length, width, draft) diffs that were silently going
to the entity without an audit row, and to push insert-path
overrides for the no-existing-address case.
- Field paths aligned with the bindable-fields catalog so detail-page
lookups work via exact-match WHERE field_path = ?.
Phase 3 — Inline history surface:
- New /api/v1/clients/[id]/field-history (mirror of the existing
interests endpoint).
- shared/field-history: FieldHistoryProvider wraps a detail tab and
fires a single keyed GET; FieldHistoryIcon consumes the context and
renders a small clock affordance only when at least one override
exists, opening a popover with the reverse-chrono diff list.
- Client + Interest detail Overview tabs wrapped in the provider;
EditableRow gains an optional historyPath prop; ContactsEditor
renders the icon next to the canonical primary email/phone.
1454/1454 vitest, tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| c14f80a4f7 |
feat(uat-batch): Group Q — platform refactors
Q58, Q59, Q61 from the 2026-05-21 plan. Q57 + Q60 (sweep-scope) parked.
Shipped:
Q58 SelectTrigger size variant. <SelectTrigger> now accepts
`size?: 'default' | 'sm'`. Default = `h-11` so the trigger
matches <Input>'s h-11 default and the 8px height mismatch
called out in the UAT vanishes platform-wide. Existing call
sites that need the legacy compact look (FilterBar, dense
table headers) opt back in via `size="sm"`. Nothing breaks —
the default render flips height without touching any other
styling.
Q59 Table density min-widths + nowrap. DataTable cells now
default to `whitespace-nowrap` so long values (URLs, names,
addresses) don't wrap into 4-5 lines and inflate row height.
Columns that need wrapping override via the column def's
`meta.wrap = true`. Min-width comes from
`column.getSize?.()` when set so a column doesn't shrink-
wrap below readability — opt-in per column rather than a
sweeping width change.
Q61 Error message audit foundation — Documenso 401/403 path
enriched. <PortDocumensoConfig> gains `apiKeySource` +
`apiUrlSource` ('port' | 'global' | 'env' | 'default' |
'none'). `getPortDocumensoConfig` populates them based on
which layer of the resolver chain produced the value.
documenso-client's <ResolvedCreds> exposes the source flags;
the 401/403 branch surfaces them in the
`DOCUMENSO_AUTH_FAILURE` internalMessage so operators see
"api key source: env, port: <id>" instead of the prior
generic `path → 401` body. Solves the Documenso diagnosis
loop that prompted the platform-wide error audit. Same
pattern can extend to other integration error paths in
follow-ups (S3, Redis, IMAP) — the resolver-source helper
lives on PortConfig now.
Q60 Tooltip audit primitive already shipped — <FieldLabel> in
`ui/field-label.tsx` is the canonical surface with an Info
icon + Tooltip slot. One adopter live (custom-field-form);
remaining admin-form sweep is the lift that's parked.
Deferred:
Q57 recharts → ECharts migration (6-10h). Pure visual port of
8 chart components; safer as a focused session with
per-chart visual review. Pre-reqs (ECharts deps + the
transpilePackages config + the d3-geo install) are in place
so the migration can be picked up cleanly.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 0ed03fcd7f |
feat(uat-batch): Group P — nested document subfolders phases 2/3
P56 from the 2026-05-21 plan. Foundation (phase 1) shipped in
|
|||
| a7cbee09ee |
feat(uat-batch): Group O — Umami in-repo polish
O48, O51-O54 from the 2026-05-21 plan. Phase 4a / 3 / 5 marketing-site
work explicitly deferred — they live in the marketing repo + are
blocked on instrumentation that isn't this codebase's to ship.
Shipped:
O48 Tracked-link composer button.
New POST /api/v1/tracked-links mints a redirect-link the rep can
drop into an outgoing email. Body { targetUrl, sendId? }; returns
{ id, slug, targetUrl, url }. Gated on `email.send` (same as the
server-side check on existing send routes). `sendId` lets the
click-tracker attribute back to a specific document_sends row.
<TrackedLinkComposerButton> renders a small inline button (or a
sized default variant) that opens a dialog: rep pastes the
destination URL → Create → gets the public /q/<slug> URL with
a Copy + an "Insert into message" action that calls back to the
parent compose surface. Wired into <SendDocumentDialog>'s
Message body label row so reps can mint + insert without
leaving the dialog.
O51 Quiet-range nudge. WebsiteAnalyticsShell surfaces a small amber
banner when the active range returned <5 visitors so the rep
doesn't think the integration is broken on a fresh port or
off-season range. Threshold keeps the banner off legitimate
traffic.
O52 Apple Mail privacy disclaimer. The sends-log "Not opened" badge
carries an inline tooltip explaining that Apple Mail's privacy
protection routes opens through Apple's proxy and can suppress
this signal even when the recipient read the email.
O53 Open-rate column on the document_sends list. SendRow type
extended with `trackOpens` / `openCount` / `firstOpenedAt`; the
sends-log card chrome renders an "Opened × N" badge with the
first-open timestamp in the title, or "Not opened" when tracking
is on but no opens yet, or no badge at all when tracking was
disabled for that send.
O54 Click-to-filter world map. VisitorWorldMap already supported
`onCountryClick`; wired it through to copy the
`/<portSlug>/clients?nationality=<ISO>` deep-link to the
clipboard with a toast on click. Inline filtering of the
analytics view itself stays parked alongside Phase 5 — the
useUmami* hooks don't yet accept a country filter.
Deferred (not in this repo or blocked):
O47 Phase 4a marketing-site instrumentation — marketing repo work.
O49 Phase 3 Events tab — blocked on 4a.
O50 Phase 5 Funnels + Journeys — blocked on 4a.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 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>
|
|||
| 0ddaf462c7 |
feat(uat-batch): Group M — universal preview + field-history foundation
M42, M43 from the 2026-05-21 plan.
Shipped:
M42 FilePreviewDialog now handles seven preview kinds via a single
previewKindFor() router (mime + filename fallback). Image and
PDF stay on the existing lightbox + pdf viewer; plain text
(.txt / .md / .csv / .tsv / .json / .xml / .log / .yaml / .ini
/ .html — text/* and application/json and friends) renders via
a new <TextPreview> that fetches via the presigned URL and
caps the body at 1 MB with a "showing first 1 MB" banner.
Audio / video render through native HTML5 <audio> / <video>
elements with preload="metadata". Office documents (.docx /
.xlsx / .pptx / .odt / .ods / .odp + the official mime variants)
embed via Microsoft's hosted Office viewer (view.officeapps
.live.com/op/embed.aspx) — presigned download URLs carry the
token so the embed works without making the file world-public.
Unknown mime types render a friendly "preview not supported"
block with a Download CTA instead of an empty pane.
M43 Field-level override history foundation. Migration 0081 adds
`interest_field_history` (id, port_id, interest_id?, client_id?,
field_path, old_value, new_value, source, submission_id?,
created_at, created_by) with port-scoped indexes on
(interest_id, created_at desc) and (client_id, created_at desc).
Drizzle schema + index exports added. supplemental-forms
applySubmission now collects an `overrides` array as it diffs
each field against the current entity state and writes them all
in one batch insert at the end of the transaction, so the
rep-facing Field history panel can surface every override the
client made via the form. New
`GET /api/v1/interests/[id]/field-history` endpoint returns
the rows newest-first (100-cap). Source on supplemental-info
submissions is hardcoded to 'supplemental_form'; future
channels (form-templates, AI extraction) drop new source
values into the same table.
The full form-template editor UI (Field-history panels on
Interest + Client detail, autofill from the bound entity on
the public form, drag-bind builder in /admin/forms) is queued
as the next-layer follow-up; the data model + audit trail
this commit ships are the necessary foundation for it.
Verified: tsc clean, vitest 1454/1454, migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 65ff5961f2 |
feat(uat-batch): Group L — UploadForSigningDialog rework
L41 from the 2026-05-21 plan.
Shipped (4 sub-tasks):
- **Dialog width**: already fixed in an earlier session
(max-w-[1400px] w-[95vw] on the DialogContent).
- **Draft persistence to localStorage**: scoped per
interest+documentType (`pn-crm.upload-for-signing.draft.v1:<id>:<type>`),
versioned for future shape evolution. Persists step / title /
recipients / fields / invitationMessage with a 500ms debounce so
rapid edits (typing the custom note, dragging a field) don't
hammer storage. The PDF File object itself is NOT persisted
(large blobs + browser quota); on reopen the rep re-picks the
file but every other piece of state survives. Pristine "no
progress yet" state actively clears any stale draft. Header
surfaces a "Draft saved" indicator + Discard button when a
draft exists. Successful submission clears the draft so the
shadow doesn't outlive the doc.
- **PDF preview error handling + zoom**: `onLoadError` now sets
`pdfLoadError` and replaces the spinner with a useful failure
block (error message + re-pick guidance) so reps don't see an
infinite loading state on a broken file. Toolbar gains zoom
controls (50–200% in 25% steps); field coordinates stay in %
of page dimensions so placements scale automatically with the
canvas.
- **Field-placement keyboard shortcuts**: window-level keydown
handler responds to Delete / Backspace (remove selected field),
arrow keys (nudge 0.5% per press, Shift + arrow = 5% per press).
Ignored when focus is in a real input / textarea / contenteditable
so the shortcuts never steal typing.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 03a7521729 |
feat(uat-batch): Groups J + K — activity feed + onboarding resolver-chain
J38, J39, K40 (core) from the 2026-05-21 plan.
Shipped:
J38 EntityActivityFeed sentence rendering surfaces the new value
inline. Was "<actor> updated the X"; now "<actor> set X to
<value>" when the audit row carries `newValue`. Field-level
diff line underneath keeps showing the old → new strikethrough
for context. Truncates inline value at 60 chars to keep long
notes / descriptions from blowing out the row.
J39 Client → Companies tab CTA. Empty state gains a "Link to a
company" action; populated state grows a top-right "Link to
company" button. New <LinkCompanyDialog> wraps the existing
<CompanyPicker> + a membership-role select + an "is primary"
checkbox, then POSTs to /api/v1/companies/[id]/members.
Empty-state copy dropped "Add a membership from a company's
detail page" — the rep can act inline now.
K40 OnboardingChecklist resolver-chain. The auto-check no longer
reads raw `/admin/settings` rows (which miss env fallbacks).
Resolved endpoint widened to accept `?keys=k1,k2,...` so the
checklist can batch-resolve any heterogenous set of registry
keys through port → global → env → default in one round-trip.
Checklist captures the dominant source per step ("env fallback",
"global default", "built-in default") and surfaces it inline
under the green tick so super-admins see when a step is
relying on env rather than a per-port override. Compound-key
gates report the weakest sub-key's source so a partially-env
config still flags clearly.
Topbar banner / dashboard tile / weekly nudge / celebration
sub-items remain queued — the core resolver-chain gap was
the actual cause of the "step never ticks" UAT complaint.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 989cc4d72b |
feat(uat-batch): Group I — Residential parity (4 ships)
I34–I37 from the 2026-05-21 plan.
Shipped:
I34 Residential client header layout parity. Email / Call /
WhatsApp action buttons mirror the main ClientDetailHeader.
WhatsApp number resolves from phoneE164 (preferred) or strips
the free-text phone to digits. Header surfaces "Linked to
main client" chip when the auto-link matcher (I37) finds a
counterpart in the main CRM.
I35 Residential interests list rebuilt for parity with the main
InterestList. New ResidentialInterestCard +
getResidentialInterestColumns + residentialInterestFilter-
Definitions; the list page drives DataTable + FilterBar +
ColumnPicker + SavedViewsDropdown + bulkActions. List
endpoint validator widened to accept pipelineStage as a
string OR string[] and added a source filter. Service post-
fetches client names via a single IN-list lookup so the
table renders fullName in column 1 without N+1.
New /api/v1/residential/interests/bulk supports
change_stage + archive (100-id cap). Kanban view deferred.
I36 Residential inquiries auto-forward to partner email(s).
New registry entry residential_partner_recipients (comma-
separated) under section residential.partner.
createResidentialInterest fires
forwardResidentialInquiryToPartner after the row lands.
Helper uses the same branded shell other transactional
emails use. Failures log + never block create. The
/admin/residential-stages page picks up a registry-driven
card so admins manage recipients alongside stages.
I37 Auto-link residential ↔ main client. Migration 0080 adds
residential_clients.linked_client_id (nullable FK, SET NULL
on cascade) + partial index. New findAndLinkMatchingMainClient
service matches by email first (case-insensitive client_contacts
lookup) then by E.164 phone. First exact match wins. Fires
fire-and-forget from createResidentialClient. Header surfaces
the link via a "Linked to main client" chip. Backfill script
+ reverse-direction link from main ClientDetailHeader stay
as follow-ups.
Verified: tsc clean, vitest 1454/1454, migration applied.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 94c24a123a |
feat(uat-batch): Groups F + G + H — DocsHub/signing + admin consolidation + email
F27–F29, G30, G31, H32, H33 from the 2026-05-21 plan.
Shipped now:
F28 Past-milestones expandable history. The Past strip on the
Interest overview becomes an <Accordion> — each row collapses
to the same one-line summary as before, expands to render the
full <MilestoneSection> (steps list, sub-status, inline doc
actions). Reuses the existing MilestoneSection so no new
per-milestone rendering needs to be maintained.
F29 Watchers configurable at document creation time. The unified
create-document wizard gets a Watchers section with a
multi-select checkbox list backed by /api/v1/admin/users/picker.
Selected user ids are sent in the `watchers` array on the POST
(replacing the prior hardcoded `[]`). UI matches the
post-creation WatchersCard so reps see the same identity rows
regardless of entry point.
G30 /admin/invitations merged into /admin/users. The Users page
now wraps the existing UserList + InvitationsManager in a
Tabs control (Active users / Invitations). The standalone
/admin/invitations route returns a redirect to the merged page
for bookmark back-compat. Removed nav catalog entry +
admin-sections-browser tile; extended the Users catalog
keywords with "invitations / pending invites / onboarding"
so command-K search still lands on the right surface.
G31 /admin/ai picks up the berth-PDF-parser section + a "planned
AI surfaces" placeholder. Berth PDF parser remains
env-configured today; the page now documents it so admins
don't hunt for the controls. Closes the "where do I configure
AI?" loop.
H32 Email settings explainer panel above the SMTP cards. Spells
out why noreply + sales have separate credentials and which
workflows ship from each mailbox. Existing field titles
gained the "(noreply)" suffix so the model maps cleanly.
H33 Supplemental-info-request email rebuilt to use the shared
branded shell (logo + blurred overhead background + max-
width 600 table layout) instead of the prior plain-HTML
page. Per-port branding (logo / primary color / background /
header / footer) flows from getPortBrandingConfig. CTA
button picks up the port's primary color.
Already shipped (verified pre-shipped):
F27 DocumentsHub root view already hides the breadcrumb via
`selectedFolderId !== undefined` conditional.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 431375d794 |
feat(uat-batch): Groups D + E — wizard polish + supplemental-info history
D24 + D25 + E26 from the 2026-05-21 plan. All three shipped.
Shipped now:
D24 BulkAddBerthsWizard ft/m toggle. Step 2 header gets a small
monospaced ft/m button that flips the dimension entry unit
wizard-wide. Cell values stay as-typed; on submit a single
`inputToFt(v)` helper converts m→ft (1 m = 3.28084 ft) before
posting the canonical feet payload. Column headers update
Length/Width/Draft labels to reflect the active unit.
D25 BulkAddBerthsWizard dock-letter expansion. Replaced the
Select-of-A–E with a chip group + free-text "Other…" input.
Common letters (A-E) are quick-pick chips; reps can type any
uppercase letter sequence (AA, BB, F, …) for ports whose dock
layout extends past the five-letter shortlist. New
`handleGenerate` validation rejects empty / non-uppercase
inputs with a toast. Custom-input path uppercases + strips
non-letters as the rep types so the canonical
`^[A-Z]+\d+$` mooring regex always matches.
E26 Supplemental-info Regenerate / Resend / history.
Service: new `listTokensForInterest(portId, interestId)`
returns the latest 20 issuances with expired/consumed flags;
new `getTokenForResend(portId, interestId, tokenId)` snapshots
a specific token back into the issue-shape so the route can
re-email without minting a fresh token.
Route: GET lists the issuances (gated on `interests.view`);
POST accepts an optional `tokenId` for the Resend branch
(forces `sendEmail=true` since the rep clicked with intent)
and returns `resent: true/false` on the success payload.
UI: button card now shows three actions — Generate /
Regenerate link, Generate + email (or "New link + email"
when a usable token exists), and Resend current (only when
there's an active unconsumed unexpired token). Issuance
history list shows Active / Submitted / Expired per row.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 991e2223c7 |
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified)
C20–C23 from the 2026-05-21 plan.
Shipped now:
C21 Dimensions ft/m column toggle persisted to user prefs.
`TablePreferences.dimensionUnit` ('ft' | 'm') added to the user-
profiles JSONB. `useTablePreferences` returns `dimensionUnit` +
`setDimensionUnit` alongside hidden/density. New
`getBerthColumns(unit)` factory rewrites the dimensions /
nominalBoatSize / waterDepth cells when ft is requested
(waterDepth converts on-the-fly from the canonical meters
column at 3.2808 ft/m). Berth-list toolbar gains a small
ft/m toggle button next to the density toggle.
C22 ft/m switching on Berth Requirements rows.
`interest-tabs.tsx` Berth-requirements section now honours
`interest.desiredLengthUnit`. Labels flip to "(m)" when set;
value reads from `desired*M` columns; on save, both the chosen-
unit and the canonical counterpart columns are PATCHed (3.28084
ratio) so downstream surfaces (recommender, EOI merge fields)
stay in lockstep. `InterestPatchField` widened with `desired*M`
variants.
C23 Berth list bulk-edit affordance.
New `POST /api/v1/berths/bulk` (mirror of /interests/bulk):
discriminated union of `change_status` / `change_tenure_type` /
`add_tag` / `remove_tag` / `archive`, 500-id cap, per-row
failure reporting, single `berths.edit` permission gate
(no separate `archive` perm exists on berths today). Status
mutations route through `updateBerthStatus` so under-offer /
sold transitions still trigger the primary interest_berths
auto-link + the rules-engine evaluation.
BerthList toolbar wires `bulkActions` on the DataTable —
Change status (Select dialog), Change tenure (permanent /
fixed-term), Add tag, Remove tag, Archive (destructive +
confirmation). Each dialog uses the same `bulkMutation` so
toast + cache-invalidation behaviour is consistent across
actions.
Already shipped (verified):
C20 Berth list rates / pricing valid columns hidden by default —
already in `BERTH_DEFAULT_HIDDEN`.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 7ecf4ee813 |
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified)
B13–B19 from the 2026-05-21 plan. Five new ships; two items already in
place from earlier work but flagged for verification.
Shipped now:
B14 Interest Overview Email + Phone rows: new <ClientChannelEditor>
combobox. Primary value renders inline (free-text for email,
<InlinePhoneField> for phone with country picker). Chevron opens
a popover listing every contact in the channel — promote to
primary, delete non-primaries, or inline-add a new contact.
Backed by the existing /clients/[id]/contacts CRUD + promote-
to-primary endpoints. Wired into the Email + Phone rows on
interest-tabs.tsx Overview.
B15 Inline phone editor: the phone branch of <ClientChannelEditor>
uses <InlinePhoneField> (country code + national-format split).
interests.service.ts now returns `clientPrimaryPhoneCountry` so
the editor can preserve the ISO-3166-1 alpha-2 round-trip.
B16 Client Overview interest summary: PanelVariant of
<ClientPipelineSummary> renders a one-line "Wants L × W × D ·
Source" under each interest's header when constraints / source
are captured. Hidden when both are empty.
<ClientInterestRow> type extended with the new fields; the
/api/v1/interests query already returns them.
B17 Notes Latest-note teaser stage pill: stage-badge chip next to
the "5 minutes ago · Matt" line. Shows the deal's CURRENT
pipelineStage — a stage-at-note-time lookup would require a
per-render audit_logs read, over-engineered for a context hint.
B18 InterestBerthStatusBanner names + links the competing deal:
reuses /berths/[id]/active-interests endpoint shipped in 292a8b5;
one query per conflicting berth via useQueries. Picks the
isPrimary competing interest (falls back to first non-self
row); renders an inline <Link> to the competing detail page.
Already shipped (verified pre-shipped):
B13 Inbox Reminders embedded filter row — `embedded` prop already
wired in reminder-list.tsx.
B19 Qualification auto-confirm intent at stage ≥ EOI — already
handled by computeAutoSatisfied's `stageIdx > qualifiedIdx`
gate (covers eoi / reservation / deposit_paid / contract).
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| e33313bd64 |
feat(uat-batch): Group A quick-fixes — 7 items shipped, 5 verified pre-shipped
Sweeps Group A of the 2026-05-21 remaining-plan. Several items the
plan listed as open turned out to already be shipped (annotation gap
in the master doc) — those are confirmed in the commit notes.
Shipped now:
A1 Documenso settings: collapsed `V2_FEATURE_FIELDS` +
`CONTRACT_RESERVATION_FIELDS` (legacy SettingsFormCard) into
`RegistryDrivenForm` sections (`documenso.behavior` +
`documenso.templates`). Every Documenso setting now flows
through the registry path that surfaces the env-fallback /
port / global source badge per field. EOI generation card
retitled to "Templates & signing pathway" since it now covers
EOI + reservation + contract template IDs (registry already
had all three under `documenso.templates`).
A2 WatchersCard empty state: bumped `mb-3 → mb-4 pb-1` so the
"No one is watching yet" line has breathing room above the
"Add a watcher…" select.
A4 /invoices/upload-receipts guide copy: terse luxury-CRM tone.
Drop "Snap a photo", "fancy phone camera", "No typing. No
spreadsheets." Tighten OCR explainer to one sentence;
action-oriented step + best-practices headers.
A5 Pageviews chart X-axis: added `interval="preserveStartEnd"` +
`minTickGap={52}` so multi-week ranges thin out the middle
ticks instead of overlapping. The MM-DD formatter was already
in place from an earlier session.
A7 Inbox doc comment: was stale ("Alerts first, Reminders
second") but the JSX already had Reminders before Alerts.
Fixed the docstring.
A9 CommandList scroll-cap: `max-h-[300px]` now `max-h-[min(300px,
var(--radix-popover-content-available-height,300px))]` so the
cmdk list never extends past the host Popover's available
area. Non-Popover hosts fall through to the 300px static cap.
A10 DropdownMenuContent: `max-h-96` now
`max-h-[min(24rem,var(--radix-dropdown-menu-content-
available-height,24rem))]` for the same available-space
behaviour on long menus near the viewport edge.
A11 Residential InterestsTab (list page): row gets an onClick →
`router.push`; first-cell Link stops propagation so middle-
click / Cmd-click "open in new tab" still works.
A12 StageStepper: gained a stage-name row below the bar showing
every reached stage's short label inline (muted for future
stages). `size="xs"` variant keeps the cramped table-cell
footprint intact (no labels).
Already shipped (just annotation gap in master doc):
A3 EOI "Mark as signed without file" button — line 599 of
interest-eoi-tab.tsx, parent passes onMarkSigned. Master doc
already has `SHIPPED in 52342ee` annotation.
A6 Pageviews vs Sessions explainer — Info popover at line
157-181 of website-analytics-shell.tsx.
A8 BulkAddBerthsWizard CurrencySelect — line 376 (apply-to-all)
+ line 456 (per-row).
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 5a9b5f687f |
feat(reports): PDF preview modal (phase D — feature complete)
Closes out the report exporter. Adds a Preview button alongside
Download on every export dialog (dashboard + 3 list kinds). The
modal POSTs the current form payload to /api/v1/reports/generate,
renders the resulting Blob in a sandboxed iframe via
URL.createObjectURL, and exposes the cached Blob to the Download
button so committing the download doesn't re-fetch.
PdfPreviewModal:
- Re-fetches when the payload changes (rep tweaks config, opens
preview again — fresh PDF every time).
- Cleans up the object URL on close + on unmount, no leak.
- sandbox="allow-same-origin" lets the iframe read the blob URL
but blocks any embedded scripts from reaching cookies /
LocalStorage.
- Surfaces preview failures inline instead of a toast so the rep
can read the error without dismissing the modal.
UI integration:
- Both ExportDashboardPdfButton + ExportListPdfButton gain an
"Eye" Preview button between Cancel and Download.
- previewPayload is memoised on the form state so the modal's
fetch effect only re-fires when the rep actually changes
something.
Verified: tsc clean, vitest 1454/1454. Manual end-to-end test
(open a real dashboard, pick widgets, preview, download) is the
next gate; build is production-ready otherwise.
Final exporter shape (phases A → D):
- 4 report kinds: dashboard / clients / berths / interests
- Per-port branding: logo + primary color (luminance-checked
accent foreground for AA contrast on dark brands)
- Customizable: widget picker for dashboard, include-archived
toggle, custom title, save-as-template, apply saved template
- Preview modal with sandboxed iframe + cached Blob for Download
- 1 000-row export cap with "Showing top N of <total>" notice
- Permission-gated on reports.export server-side + client-side
- Audit-logged on every successful generation
- RFC 5987 Content-Disposition for unicode filenames
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
|||
| 1cdc2fdc6d |
feat(reports): saved-template store + CRUD + dialog integration (phase C)
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>
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| 47c2ba9a99 |
feat(reports): client / berth / interest list-export PDF reports (phase B)
Extends the report exporter with three list-style report kinds —
clients, berths, interests. Each shares the BrandedReportDocument
layout + the new ReportTable primitive (zebra-striped rows,
proportional widths, no-break rows to keep records together across
page boundaries).
Data fetchers in `src/lib/services/list-report-data.service.ts`:
- resolveClientReportData: clients table joined to per-client
primary email + phone via DISTINCT-style subqueries (matches the
canonical listClients ordering: is_primary DESC, created_at DESC
per channel).
- resolveBerthReportData: berths table, default sort by mooring
number for printed familiarity.
- resolveInterestReportData: interests left-joined to clients +
primary berth, sort by updatedAt desc.
All three cap at 1 000 rows per export with a clear "Showing top N
of <total>" notice rendered when the cap is hit. Above that, the PDF
becomes unreadable (hundreds of pages); reps wanting larger exports
use CSV.
Route schema widened to a 4-arm discriminated union; the dispatch
switch in render-report.ts uses `satisfies` for compile-time variant
narrowing and a `_exhaustive: never` check at the bottom.
UI: each list page (BerthList, ClientList, InterestList) gains an
ExportListPdfButton next to the existing ColumnPicker. Permission-
gated client-side on reports.export; server route re-enforces.
Tests: 3 new render fixtures (1 per kind), all hit the same
%PDF-magic + byte-length assertions. Total render tests now 6/6;
full vitest sweep 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 3b199c245c |
feat(reports): PDF report exporter foundation + dashboard report (phase A)
Production-grade PDF reporting for the CRM. Phase A ships the
foundation (branded layout, render pipeline, API route) plus the
first report kind — the dashboard summary. Phases B, C, D add the
remaining report kinds, saved templates, and the preview modal.
Stack: @react-pdf/renderer (already in package.json). Single primary
font (Helvetica/Helvetica-Bold), per-port primary color + logo,
table-based section layout. Charts will become tables here on
purpose; reports are for printed reference and review, where
exact numbers beat at-a-glance shapes. We can revisit Recharts-as-
SVG embedding if a stakeholder asks for chart visuals.
New files:
- src/lib/pdf/reports/types.ts: discriminated-union ReportConfig
covering dashboard / clients / berths / interests kinds. Only
dashboard is wired in phase A; the others throw a clear
not-implemented error from pickDocument().
- src/lib/pdf/reports/styles.ts: shared StyleSheet keyed off
branding.primaryColor. Computes a readable foreground color
(luminance check) for the accent stripe so dark-brand ports
still read at AA.
- src/lib/pdf/reports/branded-document.tsx: page wrapper with
fixed footer (port name, generated-at timestamp, page numbers
via react-pdf's render-prop pattern).
- src/lib/pdf/reports/dashboard-report.tsx: KPI grid + per-widget
SimpleTable sections. Each section gated on the widget id being
present in config.widgetIds AND data being supplied.
- src/lib/pdf/reports/render-report.ts: single entry point that
resolves branding (logoUrl + primaryColor + portName from
getPortBrandingConfig + ports.name), dispatches via
discriminated-union switch, returns Buffer via renderToBuffer.
Exhaustiveness check at the bottom catches unhandled variants
at compile time.
- src/lib/services/dashboard-report-data.service.ts: server-side
data resolver. PDF_DASHBOARD_WIDGETS is the public widget list
for the dialog picker; each id maps to a dashboard.service.ts
fetcher invoked only when the rep selected that widget.
- src/app/api/v1/reports/generate/route.ts: POST endpoint, zod
discriminated-union body schema, withAuth + withPermission
'reports.export' gating, audit-log write on success, RFC 5987
Content-Disposition for unicode-safe filenames.
- src/components/reports/export-dashboard-pdf-button.tsx: dialog
with section checkboxes + title input. Permission-gated client-
side (server re-checks). Raw fetch (not apiFetch) to pull the
binary blob with X-Port-Id header attached manually.
- tests/unit/pdf-report-renderer.test.ts: renders three fixture
cases — full set / sparse / no-logo — and asserts the buffer
starts with the `%PDF-` magic bytes and is non-trivial in size.
DashboardShell gains an Export PDF button between the date-range
picker and the Customize widgets menu (gated on reports.export).
Verified: tsc clean, vitest 1451/1451 (3 new render tests included).
The first end-to-end manual test (export a real dashboard) is in
Phase D after the preview modal lands.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 0c6e7b72af |
feat(forms): migrate remaining native date inputs to <DatePicker> / <DateTimePicker>
Sweeps the last ~17 native `<Input type="date"|"datetime-local">`
call sites onto the shared `<DatePicker>` / `<DateTimePicker>`
primitives so date entry is uniform across the app (calendar popover
on desktop, native OS picker on mobile via the primitive's
viewport-aware fallback).
Three patterns handled:
1. Controlled value/onChange — direct swap to <DatePicker
value/onChange>:
audit-log-list.tsx (audit-from / audit-to filters)
reports/generate-report-form.tsx (date range)
scan/scan-shell.tsx (expense date)
reservations/reservation-detail.tsx (end-reservation dialog)
shared/filter-bar.tsx ('date' filter variant)
2. RHF `register('field')` pattern — wrapped in <Controller> with
field.value/field.onChange bridge. The picker's '' → undefined
normalisation kicks in via `field.onChange(v || undefined)`:
berths/berth-form.tsx (tenureStartDate + tenureEndDate)
reservations/berth-reserve-dialog.tsx (startDate)
companies/add-membership-dialog.tsx (startDate)
yachts/yacht-transfer-dialog.tsx (effectiveDate)
invoices/invoice-detail.tsx (paymentDate)
3. RHF + Date-typed schema — same Controller wrap, plus a
Date<->YYYY-MM-DD bridge in the render() since the zod schema
coerces these to Date:
expenses/expense-form-dialog.tsx (expenseDate)
companies/company-form.tsx (incorporationDate)
4. Datetime variants — swapped onto <DateTimePicker>:
interests/interest-contact-log-tab.tsx (occurredAt + followUpAt)
Skipped because they ARE picker primitives or internal date variants:
- ui/date-picker.tsx, ui/date-time-picker.tsx (the primitives)
- shared/inline-editable-field.tsx (the InlineEditableField date variant)
- dashboard/date-range-picker.tsx (its own popover with min/max gating
that doesn't map cleanly onto the shared primitive)
Removed now-unused Input imports from four files.
Verified: tsc clean, vitest 1448/1448.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| f0dbefcac2 |
chore(copy): em-dash sweep across user-facing JSX text + bump lint to error
Replaced 174 em-dashes (—) with " - " (space-hyphen-space) across 49 files in src/components + src/app. The em-dash reads as a tell-tale "AI-generated" marker per the user's design feedback; hyphens with spaces preserve the connector semantics without the AI tint. Touched only lines outside pure-comment context (// /* * */). Code comments, JSDoc, audit-log strings, structured logging strings, and templates outside the lint scope retain their em-dashes for now — they're not user-visible. Also captured two remaining cases that used the `—` HTML entity instead of the literal character (system-monitoring-dashboard, interest-stage-picker) — replaced with a plain hyphen. Bumped the existing `no-restricted-syntax` rule from `warn` → `error` in eslint.config.mjs scoped to src/components/**/*.tsx + src/app/**/*.tsx. New code reintroducing em-dashes in JSX text now fails the lint gate. Verified: tsc clean, vitest 1448/1448, eslint 0 em-dash warnings. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 292a8b5e4a |
feat(berths): active-interests popover + row-density toggle on berth list
Two complementary UX upgrades on the berth list: 1. Active-interests popover — replaces the plain "Active interests" count cell with a click-to-expand popover. Each row shows the linked deal's client name, pipeline stage (with stage-badge tint), and a primary-star icon. Lazy-loads on first open (30s stale), capped at 20 entries server-side, sorted most-recently-updated first. Backed by `GET /api/v1/berths/[id]/active-interests`. 2. Row-density toggle — DataTable gains a `density: 'comfortable' | 'compact'` prop. Compact drops cell vertical padding from py-3 to py-1.5 so reps can scan many more berths per viewport on the high-density admin lists. Persisted alongside hidden-columns in `user_profiles.preferences. tablePreferences[entityType].density`. Hook returns `density + setDensity`; defaults to 'comfortable' for users who haven't chosen. The setter shares the same debounced PATCH with setHidden so toggling both doesn't multiply the network round-trips. Toolbar adds a Rows3/Rows4 icon button between the saved-views dropdown and the ColumnPicker. tooltip + aria-label flip to communicate the next state. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 3999d4bbea |
feat(interests): explicit "Add berth" CTA on LinkedBerthsList
Previously reps could only add berths through the recommender panel below the list or by indirect side-effects (EOI generation). New button on the card header opens a searchable picker dialog backed by /api/v1/berths/options. - AddBerthDialog uses the existing Command primitive (cmdk) for the searchable list. Berths already linked to the interest are filtered out so the rep can't double-add. - "Specifically pitching" switch surfaces the same Under Offer consequence the per-row toggle does. Defaults off (interest is internal-only until the rep promotes it). - Mutation hits POST /api/v1/interests/[id]/berths with the new link's `isSpecificInterest` flag. is_in_eoi_bundle / is_primary stay at their server defaults — the rep flips them on the row after the link lands. Invalidates interest-berths + berth-recommendations caches so the row appears immediately and the recommender drops the just-added berth. - Dialog only mounts while open so picker state resets on each invocation (avoids set-state-in-effect re-hydration). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| ca172fa2b8 |
feat(berths): pre-flight duplicate check on bulk-add wizard
Bulk-adding berths previously failed at submit-time when any mooring number in the range was already taken — admins had to mentally diff the existing berth list against their seeded range and edit Step 2 rows out one-at-a-time. Now the wizard catches collisions before the admin invests time filling out dimensions / pricing. - `POST /api/v1/berths/check-duplicates` accepts up to 500 mooring numbers + returns the subset that already exist as non-archived berths in the port. Format validated against the canonical `^[A-Z]+\d+$` regex; permission `berths.import` (same as bulk-add). - Wizard fires the check during the Step 1 → Step 2 transition. The Continue button shows a "Checking…" state while in flight; failure is non-blocking (bulk-add still enforces uniqueness server-side). - Step 2 banner lists the first 8 duplicates plus a "Remove all duplicates" action. Duplicate rows render with an amber background + "Dup" pill in the Mooring column. - Submit button disables while any duplicate row remains, with a tooltip that says how to resolve. The admin can either prune them via the banner action, edit per-row, or step back and re-range. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| d912f02b97 |
feat(search): pipeline-stage fuzzy match shortcut
Typing a stage name in the topbar search now surfaces a "Stage: <Label>"
shortcut row that lands the rep on the interests list filtered by that
stage. Previously reps had to know the navigation path and either click
through the kanban board or hand-type the URL filter.
Match flavours (case-insensitive, query tokens split on whitespace):
1. Modern label prefix — every query token must prefix a token in
`STAGE_LABELS[stage]` or the raw enum slug. "eoi" → EOI, "dep" →
Deposit Paid, "qua" → Qualified.
2. Stage-key substring on the raw enum slug.
3. Legacy aliases via `LEGACY_STAGE_REMAP` — "eoi_signed" /
"deposit_10pct" / "contract_signed" lands on the modern 7-stage
equivalent so reps with muscle memory still find a useful target.
Each row carries a live COUNT(*) of non-archived interests in that
stage (single grouped query — O(stages)). Empty queries skip the
bucket entirely.
- `searchStages(portId, query, limit)` in search.service.ts with the
scoring logic + count query.
- New `StageSuggestionResult` type added to SearchResults + the
client-side mirror in use-search.ts.
- `searchStages` wired into the parallel `Promise.all` block of the
main `search()` and the single-bucket runSingleBucket dispatch
(exhaustive ts-pattern match required the new branch).
- Gated on `interests.view` — destination of the filter.
- New 'stages' bucket in command-search.tsx BUCKETS list (between
Tags and Notes) + a `buildFlatRows` arm that pushes one row per
matched stage. Mobile overlay reuses `buildFlatRows`, so the new
rows appear there too once BUCKET_LABELS picks up the entry.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 235e0645cb |
feat(documents): edit-metadata UI for externally-uploaded EOIs
External-EOI uploads previously had no edit path. Once the rep clicked
Upload, the recorded title / signed-date / signatories / notes were
stuck. Fixing a misspelled signer name or a wrong signing date meant
re-uploading the whole document.
- New service helper `updateExternalEoiMetadata` patches:
documents.title, documents.notes
interests.dateEoiSigned (when signedAt changes)
document_signers (full-replacement by id-presence: rows with an id
are UPDATEd, rows without are INSERTed, existing rows whose id
isn't in the array are DELETEd)
Mirrors the upload-time invariants. CC rows are stored but excluded
from the X/Y signed count; non-CC rows pre-stamp `status='signed'`
with the effective signedAt. Refuses to touch Documenso-managed docs
(vendor owns their signer rows) or non-EOI types (form shape isn't
widened yet) with ConflictError.
- `PATCH /api/v1/documents/[id]/metadata` route uses strict zod schema
+ documents.edit permission. 204 on success; service throws surface
as the normal errorResponse mapping.
- `<ExternalEoiEditDialog>` mirrors the upload-dialog's signatory
affordance (name + email + role + add/remove) plus title / signed
date / notes. Title is required; remove rows via the trash icon.
- Document detail page gains an "Edit metadata" button (Pencil icon)
that renders only when `isManualUpload && documentType === 'eoi'`.
Initial signing date derives from the earliest stamped signer's
signedAt to match what the upload service writes.
- Trails the edit in document_events as `metadata_updated` so the
activity timeline distinguishes upload-time vs edit-time changes.
Dialog state is initialised once per mount; the parent only renders the
dialog while open so each open is a fresh mount (avoids
setState-in-effect re-hydration banned by lint).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 7881da675b |
feat(admin-email): SMTP test-send card on /admin/email
Adds a plaintext-only SMTP connectivity test on the email-settings
page. Distinct from the branding-preview "Send a test" affordance:
- branding-preview exercises the full rendering pipeline (logo +
branded shell + colour) — useful for confirming the email *looks*
right.
- this test isolates SMTP — minimal HTML, plaintext alternative, no
logo dependency — so a failure is purely transport. Confirms the
configured credentials (env or per-port DB) reach the wire before
a real notification flow depends on them.
SMTP errors surface inline below the input (auth failure, ENOTFOUND,
connection refused, etc.) rather than as a passing toast — the whole
point of the test is to read them.
`/api/v1/admin/email/test-send` route reuses `sendEmail(...,
ctx.portId)` so per-port SMTP overrides are exercised the same way a
real notification would.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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| 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>
|
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| ded16f4a5b |
feat(uat-batch-24): click-to-preview on EntityFolderView + HubRootView Files
Completes the click-to-preview sweep across all file-row surfaces. The
filename cells in entity-folder-view.tsx (entity-scoped Files panel)
and hub-root-view.tsx (Documents Hub root "Recent files") were the
last two non-clickable surfaces — both now wrap the filename in a
button that opens FilePreviewDialog directly, matching the FileGrid
and DocumentList pattern shipped in
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