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10 Commits

Author SHA1 Message Date
Matt
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>
 2026-05-25 03:50:46 +02:00
Matt
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>
 2026-05-25 03:40:37 +02:00
Matt
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>
 2026-05-24 20:41:27 +02:00
Matt
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
 2026-05-23 00:52:59 +02:00
Matt
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>
 2026-05-21 23:39:19 +02:00
Matt
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>
 2026-05-21 21:34:20 +02:00
Matt
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 `&mdash;` 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>
 2026-05-21 20:02:58 +02:00
Matt
bac253b360 feat(analytics): Umami website-analytics suite — world map, realtime, sessions, heatmap, pixel tracking, tracked links 
Adds the read-side Umami integration queued in last week's
website-analytics plan (Phases 1–6 of `docs/website-analytics-flesh-out-plan.md`):

- Realtime panel polls Umami at 5s intervals; world map renders visitor
  origins via echarts + `public/world-map/echarts-world.json` topo.
- Sessions list + session-detail-sheet drill-down (per-session event
  timeline pulled from `/api/v1/website-analytics`).
- Weekly heatmap (day-of-week × hour-of-day) for engagement timing.
- Metric-detail pages under `/[portSlug]/website-analytics/[metric]`
  for pageviews / referrers / events deep-dives.
- Email-pixel write path: `/api/public/email-pixel/[sendId]` 1×1 GIF
  beacon backed by `email_open_tracking` (migration 0076); resolves
  inline on render in inbox.
- Tracked-link redirect: `/q/[slug]` routes through `tracked_links`
  (migration 0077) and forwards to the canonical destination after
  logging the click.
- Dashboard `website-glance-tile` now reads from the live Umami service
  instead of placeholder data.

Deps: `@umami/node`, `echarts`, `echarts-for-react`, `@types/geojson`,
`@types/topojson-client`.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-20 15:53:41 +02:00
Matt
606bf19fb5 fix(analytics): stop UMAMI_NOT_CONFIGURED returning 409 — caused dev server hangs 
Root cause of recurring dev server hangs:
/api/v1/website-analytics threw CodedError('UMAMI_NOT_CONFIGURED') which
rendered as HTTP 409. React Query default-retries on 4xx (we set retry=1
globally), so every page render fired the umami queries → 409 →
retry → 409. Each request queried system_settings to resolve umami
credentials. Six analytics widgets on the /website-analytics page +
two on the dashboard glance tile × 2 (initial + retry) = 16 system_settings
queries on first paint. Combined with React Query refetching on mount,
the postgres pool (max=20) saturated and the server appeared hung.

Fix: return 200 with `{ data: null, notConfigured: true }` instead of
4xx. Not-configured is a steady empty state, not a transient error —
no retry loop. Updated WebsiteGlanceTile (hides itself) and
WebsiteAnalyticsShell (renders configure-umami CTA) to check the new
notConfigured flag.

Also includes from in-flight work: package.json dev script binds
0.0.0.0 so iPhone on LAN can reach the dev server, and BrandedAuthShell
uses fixed/inset-0 + flex to lock the login surface to the viewport so
iOS Safari doesn't rubber-band-scroll the card.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-11 16:10:40 +02:00
Matt Ciaccio
f5772ce318 feat(analytics): Umami integration with per-port admin settings 
Adds /[portSlug]/website-analytics dashboard page (pageviews, top
pages, top referrers) and a per-port admin config UI for the
Umami URL / website-ID / API token. Settings live in system_settings
keyed per-port so a future second port has its own Umami account.
Adds a website glance tile to the main dashboard, a server-side
test-credentials endpoint, and a stable cache key for the active-
visitor poll so React Query doesn't fragment the cache per range.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-04 22:53:06 +02:00