c24f9e5508e05cd8414c9d7a719de5dac5de1b84
9 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 449b9497ab |
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc
UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| bded8b21f1 |
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN
Single coherent commit completing § 1.1 (hot-path correctness) plus
§ 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now
self-consistent across dashboard / kanban / hot deals / PDF reports.
## Active-interest sweep (canonical predicate everywhere)
Routed every "active interest" filter through `activeInterestsWhere`
(commit
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| 6b28459c45 |
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| f9980900b1 |
perf(analytics): collapse 30-day occupancy timeline into single GROUP BY query
The dashboard's occupancy-timeline metric was firing N separate queries (one per day, 30 for .30d / 90 for .90d) that saturated the postgres pool and stalled every other request in the app. Replace with a single query using generate_series for the date range + LEFT JOIN onto active reservations + COUNT(DISTINCT berth_id) GROUP BY day. Same data, ~30× fewer queries on .30d, ~90× fewer on .90d. The snapshot cache layer still applies, so cached reads are still zero-DB. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
|
8699f81879 |
chore(style): codebase em-dash sweep + minor layout polish
Replaces every em-dash and en-dash with regular ASCII hyphens across comments, JSX strings, and dev-facing logs. Mostly cosmetic but stops the inconsistent mix that crept in over the last few months (some files used em-dashes in comments, others didn't, some used both). Bundles two small dashboard-layout tweaks that touch a couple of already-modified files: - (dashboard)/layout.tsx main padding goes from p-6 to pt-3 px-6 pb-6 so page content sits closer to the topbar. - Sidebar now receives the ports list it needs for the footer port switcher. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
|
ba5fb6db5e |
feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
|
886119cbde |
refactor(sales): consolidate pipeline stages + wire EOI auto-advance
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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01b201e1a2 |
feat(analytics): real computations + 15-min snapshot refresh job
PR3 of Phase B. Replaces the no-op stubs in analytics.service.ts with
working drizzle queries and adds the recurring BullMQ job that warms
the cache.
Computations:
- computePipelineFunnel: groups interests by pipeline_stage filtered by
port + range + not archived; emits 8-row stages array with conversion
pct relative to 'open' as the funnel top.
- computeOccupancyTimeline: per day in range, counts berths covered by
an active reservation (start_date ≤ day, end_date IS NULL OR ≥ day);
emits {date, occupied, total, occupancyPct}.
- computeRevenueBreakdown: sums invoices.total grouped by status +
currency; filters out archived rows.
- computeLeadSourceAttribution: counts interests by source descending;
null source bucketed as 'unspecified'.
Public API (getPipelineFunnel, getOccupancyTimeline, etc.) reads
analytics_snapshots first; falls back to compute + writeSnapshot. TTL
15 minutes (matches the cron interval).
Cron:
- queue/scheduler.ts registers 'analytics-refresh' on maintenance with
pattern '*/15 * * * *'.
- queue/workers/maintenance.ts dispatches to refreshSnapshotsForPort
for every port; per-port try/catch so one bad port doesn't kill the
sweep.
Tests: tests/integration/analytics-service.test.ts (9 cases). Pipeline
funnel math (incl. zero state), occupancy timeline shape/percentages
with seeded reservations, revenue grouped by status + currency, lead
source attribution incl. null bucketing, cache hit (mutate snapshot
directly → next read returns mutated value), refreshSnapshotsForPort
warms every metric×range combo.
Vitest 690/690 (+9). tsc + lint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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e77d55ac50 |
feat(insights): Phase B schema + service skeletons
PR1 of Phase B per docs/superpowers/specs/2026-04-28-phase-b-insights-alerts-design.md. Lays the foundation that PRs 2-10 will fill in with behaviour. Schema (migration 0014): - alerts table with rule-engine fields (rule_id, severity, link, entity_type/id, fingerprint, fired/dismissed/acknowledged/resolved timestamps, jsonb metadata). Partial-unique fingerprint index keeps one open row per (port, rule, entity); separate indexes power severity-filtered and time-ordered queries. - analytics_snapshots (port_id, metric_id) -> jsonb cache + computedAt for the 15-min recurring refresh. - expenses: duplicate_of self-FK, dedup_scanned_at, ocr_status/raw/ confidence; partial index on (port, vendor, amount, date) where duplicate_of IS NULL drives the dedup heuristic. - audit_logs.search_text: GENERATED ALWAYS tsvector over action+entity_type+entity_id+user_id, GIN-indexed (drizzle can't model GENERATED ALWAYS in TS yet, so the migration appends manual ALTER + the GIN index). Service skeletons in src/lib/services/: - alerts.service.ts: fingerprintFor, reconcileAlertsForPort (upsert + auto-resolve), dismiss, acknowledge, listAlertsForPort. - alert-rules.ts: RULE_REGISTRY of 10 rule evaluators (currently no-op); PR2 fills in the bodies. - analytics.service.ts: readSnapshot/writeSnapshot with 15-min TTL + no-op compute* stubs for the four chart series; PR3 fills behavior. - expense-dedup.service.ts: scanForDuplicates + markBestDuplicate using the partial dedup index. PR8 wires the BullMQ trigger. - expense-ocr.service.ts: OcrResult/OcrLineItem types + ocrReceipt stub. PR9 wires Claude Vision (Haiku 4.5 + ephemeral system-prompt cache). - audit-search.service.ts: tsvector @@ plainto_tsquery + cursor pagination on (createdAt, id). PR10 wires the admin UI. tsc clean, lint clean, vitest 675/675 (one unrelated AES random-output flake passes solo). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
