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31 Commits

Author SHA1 Message Date
Matt
6af75eda01 docs(uat): backfill SHIPPED markers across master doc 
Previous "annotate plan with per-group SHIPPED commits" pass (6aaccb6)
touched only the per-session plan doc; the long-lived
alpha-uat-master.md was missing markers for ~20 ships across Groups
C-T and two regression catches from the current session.

Added markers for: 991e222 (C21+C22+C23 ft/m + bulk), 431375d (D24
wizard ft/m + D25 dock letters + E26 regenerate/resend/history),
94c24a1 (F28 past-milestones + F29 watchers + G30 invitations merge
+ H32 email explainer + H33 branded supplemental email), 989cc4d
(I34 residential header + I35 interests parity + I36 partner forward
+ I37 auto-link), 03a7521 (J38 set-X-to-Y + J39 link company + K40
resolver chain), 65ff596 (L41 upload-for-signing rework), 0ddaf46
(M42 universal preview), a147cbc (N44/45/46), a7cbee0 (O48/52/53/54),
0ed03fc (P56 phases 2/3), c14f80a (Q58/59/61), aa1f5d2 (R62/T64/T65).
Two fresh entries: be261f3 LAN-dev fix, adf4e2b dashboard PDF widget
split.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-22 13:30:25 +02:00
Matt
589be0bfed docs(uat): annotate U66 SHIPPED in plan + master doc
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Plan item 66 (EOI bundle UX rework) fully closed:
- (a) defaults flip — 05e727f (prior session)
- (b) LinkedBerthsList rename — PR10 (prior session)
- (c) picker inside EoiGenerateDialog — ef37901 (this session)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-22 13:08:17 +02:00
Matt
f6cb733424 docs(uat): annotate M43 + plan with SHIPPED markers 
Closes plan item 43 in the remaining-plan doc; alpha-uat-master annotated
with the SHA. Per CLAUDE.md's "annotate the master doc" rule after a
batch ships.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-22 12:53:12 +02:00
Matt
a0a4a5d487 docs(uat): annotate master doc for Group B ships (7ecf4ee) 
5 master-doc entries now carry the `SHIPPED in 7ecf4ee` line:
  - Interest Overview Email + Phone contact picker (Design A)
  - Inline phone editor on the Contact row (reuses InlinePhoneField)
  - Client Overview interest summary (Wants L × W × D · Source)
  - InterestBerthStatusBanner names + links competing deal
  - Notes Latest-note teaser stage pill (current-stage variant)

2 entries already shipped / no annotation needed:
  - B13 (Inbox embedded filter) — pre-shipped, marker already present
  - B19 (intent auto-confirm on EOI+) — already shipped in 51ca875

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 22:10:17 +02:00
Matt
670ca16a05 docs(uat): annotate master doc + plan for Group A ships (e33313b) 
7 master-doc entries now carry the `SHIPPED in e33313b` line:
  - Admin Documenso env-fallback pills
  - WatchersCard empty-state padding (follow-up bump)
  - /invoices/upload-receipts copy rewrite
  - Pageviews chart X-axis tick thinning
  - CommandList scroll-cap (popover-aware max-h)
  - DropdownMenu max-h cap (Radix-aware)
  - Residential InterestsTab standalone-list whole-row navigate
  - StageStepper visible stage names

3 master-doc entries verified pre-shipped (A3, A6, A8) — already
carrying SHIPPED markers from earlier commits; A6 + A8 confirmed
in the new commit notes for cross-reference.

Plan doc (`2026-05-21-remaining-plan.md`) Group A section
collapsed to a 12-line ✓ list pointing at the verifying commits.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 21:38:27 +02:00
Matt
d879188322 docs(uat): SHIPPED annotations for session — 12 items closed across all buckets 
Brings the master UAT doc in sync with this session's actual ship state.

Annotated (commit SHA after each):
  - Em-dash sweep + lint bump to error (f0dbefc)
  - Berth-list active-interests popover + density tokens (292a8b5)
  - LinkedBerthsList "Add berth" CTA (3999d4b)
  - BulkAddBerthsWizard mooring-exists pre-flight (ca172fa)
  - Email / SMTP admin "Send test email" (7881da6)
  - Smart-search pipeline-stage fuzzy match (d912f02)
  - External-EOI edit-metadata UI (235e064) — closes the (e) sub-item
  - Date-input migration sweep, remaining 14 sites (0c6e7b7)
  - Nested document subfolders foundation only (e91055f)
  - PDF report exporter, full 4-phase build (3b199c2, 47c2ba9, 1cdc2fd, 5a9b5f6)

Yacht ft↔m + click-to-preview on EntityFolderView/HubRootView were
already annotated earlier in the session (5320398, 1f591ff).

The "Remaining" notes on each entry call out what stays parked
(e.g. nested-subfolders phases 2/3 — UploadZone scope radio,
lifecycle hooks, list-query rewrite, tree rendering, backfill).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 21:13:06 +02:00
Matt
5320398501 docs(uat): SHIPPED annotation for PR25 (yacht ft↔m round-trip) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 19:26:00 +02:00
Matt
1f591ff7ae docs(uat): SHIPPED annotation for PR24 (click-to-preview sweep complete) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 19:21:30 +02:00
Matt
b7533fee3e docs(uat): SHIPPED annotation for PR23 (supplemental-info Generate / Send split) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:56:10 +02:00
Matt
d97a08bf5f docs(uat): SHIPPED annotation for PR21 (auth link contrast) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:47:57 +02:00
Matt
28eb76a9d8 docs(uat): SHIPPED annotation for PR20 (form-error UX primitives) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:45:23 +02:00
Matt
7d48349a75 docs(uat): SHIPPED annotations for PR19 (a11y + i18n micro-fixes) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:41:12 +02:00
Matt
5a2dabea05 docs(uat): SHIPPED annotations for PR18 (interest-berths defaults + a11y) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:36:47 +02:00
Matt
1f8bd47a7b docs(uat): SHIPPED annotations for PR17 (layout polish) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:32:43 +02:00
Matt
9adb80ada4 docs(uat): SHIPPED annotations for PR16 (Overview cleanup) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:27:59 +02:00
Matt
348dc94858 docs(uat): SHIPPED annotation for PR15 (reusable supplemental token) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:24:06 +02:00
Matt
4d3d7489bf docs(uat): SHIPPED annotations for PR14 (signature docs rename + tooltip + yacht Transfer) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:19:21 +02:00
Matt
610154395a docs(uat): SHIPPED annotation for PR13 (activity feed UUID resolution) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:14:52 +02:00
Matt
f99d2cd9ec docs(uat): SHIPPED annotations for PR12 (env-reveal + stage sortable) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:12:04 +02:00
Matt
901fc363a5 docs(uat): SHIPPED annotations for PR11 (picker polish + currency + breadcrumb) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:07:40 +02:00
Matt
c18dbbd61b docs(uat): SHIPPED annotations for PR10 (copy polish + a11y) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 18:02:04 +02:00
Matt
5f937b4551 docs(uat): SHIPPED annotations for PR9 (milestone classifier + backfill) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:55:12 +02:00
Matt
535ff69fc4 docs(uat): SHIPPED annotations for PR8 (qualification rework) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:48:31 +02:00
Matt
b9d388a362 docs(uat): SHIPPED annotations for PR7 (Wave-2 polish batch) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:42:44 +02:00
Matt
a673b6cec2 docs(uat): SHIPPED annotations for PR6 (structured signatories + signers) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:35:32 +02:00
Matt
7cdfed27fa docs(uat): SHIPPED annotations for PR5 (UI polish batch) 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:29:53 +02:00
Matt
70c7d84dea docs(uat): SHIPPED annotations for PR4 (a11y primitives + click-to-preview) 
Annotate 4 finding entries:
- em-dash lint guard (sweep parked)
- DocumentList Download in kebab
- WatchersCard empty-state padding
- EOI empty-state Mark Signed button
- Platform-wide click-to-preview (FileGrid + DocumentList; 2 remaining surfaces parked)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:21:33 +02:00
Matt
6a4f4ea1dd docs(uat): SHIPPED annotations for PR3 (primitives) 
Annotate ColumnPicker, FileInputButton, and DatePicker / DateTimePicker
entries with the 8f42940 summary. Notes the deferred sweeps:
- 15+ remaining date-input sites
- raw-input file sweep was a no-op (audit showed only 1 actual
  default-UI site, already migrated)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:11:02 +02:00
Matt
69444878ab docs(uat): SHIPPED annotations for PR2 (external-EOI bundle) 
Annotate B4 #5 with the 6cdb9af summary of what landed (a/b/c/d +
default title) and what's deferred (e — edit metadata UI bundles with
later signing-flow rework).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 17:02:12 +02:00
Matt
abbaf406ab docs(uat): SHIPPED annotations for PR1 batch + accumulated UAT findings 
PR1 batch (2d57417) covered 7 Wave-1 blockers; each finding entry now
carries an inline `**SHIPPED in 2d57417:**` line summarizing what
landed and (where applicable) what remains parked for later waves
(backfill scripts, nested-folder migration, platform-wide form-error
audit).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 16:52:59 +02:00
Matt
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>
 2026-05-20 15:56:11 +02:00