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8 Commits

Author SHA1 Message Date
Matt
3a1c16ae71 feat(external-eoi): auto-cancel + replace generated EOI on upload 
When ExternalEoiUploadDialog mounts on an interest with a non-terminal
generated EOI (status sent / partially_signed / draft), it now surfaces
an amber banner naming the active envelope and offering two paths via
radio:

- "Cancel the generated envelope and replace it" (default + recommended):
  upload posts cancelActiveDocumentId; the service voids the upstream
  Documenso envelope + flips the local doc row to cancelled BEFORE the
  new external-EOI doc lands. Audit-log on the new doc carries
  metadata.replacedDocumentId so reps can trace cause + effect.
- "Keep both records (advanced)": legacy behaviour - leaves two EOIs on
  the deal. Useful only for backfilling intentionally-parallel records.

Cancel runs outside the upload transaction so a Documenso void error
doesn't block the upload the rep has already photographed. The dialog
already shares cache + envelope shape with InterestDetail, so the recent
B4 #4 fix means opening the dialog no longer blanks the page.

cancelMode='delete' is hardwired in the replace path (kill the upstream
envelope on void). Pairs with the existing keep_remote affordance on the
manual Cancel-document flow shipped earlier.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-25 13:15:22 +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
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>
 2026-05-21 19:34:19 +02:00
Matt
301375a3c3 feat(uat-batch-6): external-EOI structured signatories + X/Y signed counter 
Replace the freetext CSV signer-names field with a structured recipient
editor (name / email / role per row). Service now persists each
non-CC signatory as a `document_signers` row pre-stamped
`status='signed'` so the document-detail "X / Y signed" badge counts
correctly for manually-uploaded EOIs.

- ExternalEoiInput gains a structured `signatories` field; legacy
  `signerNames` retained for back-compat. Role enum:
  `client | developer | rep | witness | cc`.
- uploadExternallySignedEoi inserts `document_signers` rows for every
  non-CC entry inside the existing transaction.
- documentEvents.completed event records both shapes for full audit
  fidelity.
- POST /api/v1/interests/[id]/external-eoi parses the `signatories`
  JSON multipart field defensively; malformed payloads fall back to
  signerNames.
- Dialog UI: per-row Name / Email / Role inputs with add / remove.
  Seeds from interest's clientName + clientPrimaryEmail via a
  signatoriesOverride/null pattern (React-Compiler safe — no
  setState-in-effect).

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:34:59 +02:00
Matt
6cdb9af6b2 fix(uat-batch-2): external-EOI five-bug bundle (a/b/c/d) + presign filename override 
Tackles the linked B4 #5 findings on the external-EOI flow. Item (e)
[Edit metadata affordance per row] is deferred to a later wave so it
can share infra with the broader signing-flow rework.

- (a) lying toast: uploadExternallySignedEoi now returns
  { stageChanged, newStage }. Client toasts conditionally so a
  Reservation+ deal that uploads paper-signing evidence no longer
  claims the stage advanced.
- (b) View downloads instead of previewing: SignedPdfActions takes an
  onView callback; InterestEoiTab lifts a single FilePreviewDialog and
  passes the callback down. Click-View opens the in-app preview rather
  than the presigned URL (which the storage backend served as
  attachment).
- (c) UUID filename on download: getDownloadUrl now passes the
  canonical filename through presignDownloadUrl; S3 backend adds a
  response-content-disposition override (filename + UTF-8 filename*)
  to the presign. Filesystem backend already passed it through.
- (d) Discarded dateEoiSigned: external-eoi service splits document-
  metadata writes (always — dateEoiSigned, eoiStatus='signed') from
  stage advance (gated on past-EOI). Also fires
  evaluateRule('eoi_signed') so berth-rules stay in sync when an EOI
  is filed manually.
- Default title for external-EOI dialog now derives
  "External EOI — <Client> — <berth range> — <date>" via the existing
  formatBerthRange helper; rep can override.

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:01:35 +02:00
Matt Ciaccio
94331bd6ec fix(audit): reliability HIGHs — smart-restore re-link, TOCTOU lock, bulk wrong-interest, ext-EOI tx, bulk idempotency 
R2-H1: smart-restore's berth_released auto-reversal was a no-op while
the wizard claimed success. Now uses the persisted interestId from
the decision detail to re-insert the interest_berths link and flip
the berth status back to under_offer. Verifies the interest still
exists and isn't archived before re-linking.

R2-H2: smart-archive berth status update had a TOCTOU race — read
outside tx, write inside without a lock. Now selects-for-update the
berths row inside the tx and re-checks status against the locked row
before flipping to available, preventing concurrent archive+sale
from un-selling a berth.

R2-H3: bulk-archive's berth→interest lookup fell back to
dossier.interests[0]?.interestId ?? '' which sent empty-string
interestIds that silently matched zero rows. Dossier now exposes
linkedInterestIds[] per berth (authoritative interest_berths join);
bulk + single-client wizard both use it and skip berths with no
linked interest. Affected:
- src/lib/services/client-archive-dossier.service.ts (DossierBerth)
- src/app/api/v1/clients/bulk/route.ts
- src/components/clients/smart-archive-dialog.tsx

R2-H4: external-EOI ran storage upload + 4 DB writes outside a
transaction. Now wraps file/document/event/interest writes in a
single tx; storage upload stays before the tx (S3 isn't
transactional), orphan-object on tx failure is acceptable.

R2-H5: bulk archive double-submit treated already-archived clients as
per-row failures. Bulk callback now early-returns success when the
dossier shows archivedAt is set, making the endpoint idempotent.

1175/1175 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-06 22:11:00 +02:00
Matt Ciaccio
8c02f88cbd feat(interests): upload externally-signed EOI (paper / non-Documenso) 
Sales reps need to file EOIs that were signed outside Documenso —
on paper, in person at a boat show, or via an alternate e-sign vendor.
Until now the EOI flow assumed Documenso was the only path.

- external-eoi.service.uploadExternallySignedEoi creates BOTH the
  document row AND the signed-file record in one shot. Document is
  marked isManualUpload=true with status=completed and signedFileId
  set. Distinct from the existing uploadSignedManually which augments
  a document row that came from the Documenso pathway.
- POST /api/v1/interests/[id]/external-eoi accepts multipart with the
  PDF + optional title + signedAt date + comma-separated signer names
  + free-text notes. Gated on documents.upload_signed permission.
- Interest stage auto-advances to eoi_signed (only when the interest
  is currently at or before eoi_sent — past that, just file the doc).
- The signing date, signer names, and any notes are captured into
  document_events.eventData + the audit_log metadata so the audit
  trail records who said the document was signed and when.
- ExternalEoiUploadDialog renders a small modal: file picker, title
  override, signed-date (defaults to today), comma-separated signer
  names, notes. Wired into interest-detail-header behind an Upload
  icon button (gated on documents.upload_signed).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-06 18:33:15 +02:00