- InterestEoiTab history link renamed "Open" → "Open in Documents"
so the cross-section nav target is unambiguous.
- DocumentDetail Interest link sub-text now shows the derived
`berthLabel` (formatBerthRange of the in-EOI-bundle subset, falling
back to primary, then all linked berths). The link no longer
duplicates the Client name; falls back to clientName or "No berths
linked" when no berths exist.
- New /<port>/residential/page.tsx redirects to /residential/clients
so the breadcrumb's Residential link works.
- Residential interests list — whole row is now a Link target (was
hidden behind a trailing "View" link); hover + border accent on the
full row.
- Expenses PageHeader description "Track and manage port expenses" →
"Track and manage business expenses" (drop the redundant "port",
same audit pattern flagged in the queue).
- DropdownMenu base content capped at `max-h-96` (was the Radix
available-height variable, which stretched menus edge-to-edge); the
existing internal scroll handles overflow.
- Yacht Overview Notes block: replaced the legacy single-field
textarea with the threaded `<NotesList entityType="yachts">` for
parity with clients/interests/companies. Legacy `yacht.notes`
column stays in schema for EOI/contract merge-field path.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Surgical fixes for the 7 UAT blockers that prevent productive forward
testing. Each item has a corresponding entry in alpha-uat-master.md.
- supplemental-info route relocated out of (portal) so it bypasses the
isPortalDisabledGlobally() kill-switch. URL unchanged.
- file upload service derives client_id/company_id/yacht_id from
(entityType, entityId) when not explicitly passed, so interest-tab
uploads no longer land with client_id=NULL and stay visible in the
Attachments list.
- triggerBlobDownload / triggerUrlDownload helpers in src/lib/utils
attach the anchor to the DOM before click so Chromium honours the
download attribute; 7 sites refactored, file-named downloads stop
arriving as bare UUIDs.
- search-nav-catalog dedupes by href at the result-collection layer so
the same href can no longer surface twice in the command-K dropdown
(kills the React duplicate-key warning); /admin/templates entries
merged into a single richer-keyword variant.
- NotesList gains a parentInvalidateKey prop, wired through all five
callers (interest, client, yacht, company, residential client/
interest) so the Overview "Latest note" teaser refreshes when a note
is added in the Notes tab.
- expense-form-dialog: setValue('receiptFileIds') / setValue(
'noReceiptAcknowledged') on upload/clear/checkbox so the schema-level
refine sees the field and Create stops silently no-op'ing on submit.
- bulk-add-berths-wizard: side-pontoon dropdown now reads through
useVocabulary('berth_side_pontoon_options') instead of a wrong local
enum ('Port', 'Starboard', 'Bow', 'Stern') — wizard data now matches
the rest of the platform + honours admin-editable per-port overrides.
tsc clean. 1419/1419 vitest. lint clean on touched files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
canonical address form (line1/line2/city/state/postal + ISO
subdivision + CountryCombobox). Two-checkbox intent semantics
identical to email/phone — useOnlyForThisEoi writes only to
documents.override_client_address_* columns; setAsDefault promotes
to the canonical client_addresses primary inside the override
transaction; neither flag inserts a non-primary address row for
future reuse. eoi-context route now returns available.addresses so
the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
BEFORE generateAndSign creates the document row, so source_document_id
stayed NULL. Mirrored the bounded-recent backfill pattern from
contacts into persistDocumentOverrides for both client_addresses and
yachts (every row inserted in the last 60s with NULL source_document_id
and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
dropdown + get human labels in the card view.
Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
open reminders for an entity. Mounted on Overview tab of yacht /
client / interest detail. Empty state hints at the header button
rather than duplicating it.
Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
residential-inquiry — voice + sign-off match the 4 shipped earlier
("Dear X", "With warm regards, The {portName} Team", sentence-case
subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
set up to catch port-name leaks; templates are correct in review.
Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
badge), ResizeObserver-driven responsive PDF width, required-tokens-
unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
runs the in-app pdf-lib fill against the supplied interest, uploads
to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
takes multipart FormData, magic-byte verifies %PDF-, parses page
count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
warns when the new page count truncates the prior set.
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Extends the listForClientAggregated pattern to three new symmetric
helpers in notes.service so the Notes tab on yacht / company /
residential-client detail pages surfaces the full timeline (own notes
+ related-entity notes) instead of just rows on the entity itself.
- listForYachtAggregated: yacht own + owner client (when ownership
is polymorphic 'client') + linked interest notes.
- listForCompanyAggregated: company own + company-owned yacht notes
+ interests linked to those yachts.
- listForResidentialClientAggregated: own + residential interests.
Generalises NotesList so aggregate=true works for all four entity
types via SELF_SOURCE / AGGREGATABLE / SOURCE_BADGE_CLASS / SOURCE_LABEL
maps; cross-source notes render with a coloured chip and are read-only
(rep edits on the source entity's page so the right timeline records
the change).
Wires ?aggregate=true into the yacht / company / residential-client
notes routes; the yacht / company / residential-client tabs now pass
aggregate. Drops the legacy single-textarea spots on the companies
overview tab and the residential-interest "Initial brief" row in
favour of the threaded feed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Until now only the global /admin/audit page surfaced audit_logs. Each
entity detail page either lacked the Activity tab entirely or rendered
"Activity log coming soon" text.
- entity-activity.service.loadEntityActivity wraps searchAuditLogs
with actor-email resolution; reused by all 5 endpoints.
- New endpoints: /api/v1/{clients,yachts,companies,berths,interests}/[id]/activity,
each gated on the per-entity .view permission and tenant-checked
against ctx.portId.
- EntityActivityFeed renders a timeline with action verb ("Updated",
"Archived"), actor name, relative time, and field old→new diff.
- client-tabs, yacht-tabs, company-tabs, berth-tabs now mount the feed
on their Activity tab. Interest already has the richer
InterestTimeline component.
- yacht-tabs YachtInterestsTab also gets a friendlier empty state with
guidance copy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
- End-reservation: API handler existed but had no UI surface. Adds an
"End reservation" button + date dialog on the reservation detail page,
visible only when status is `active`.
- New port-scoped `GET /api/v1/berth-reservations` list endpoint and
`[portSlug]/berth-reservations` page so users can see all reservations
across all berths from one place (was 404).
- Berths "Edit" menu pushed `/berths/{id}?edit=true` but the detail page
never read the param — it now auto-opens the edit sheet on mount and
strips `edit` from the URL.
- Reservation detail no longer shows raw 8-char UUIDs for Berth / Yacht
/ Client; reuses the lazy-fetching link components from the list view.
- Yacht "Interests" and "Reservations" tabs replaced their "Coming soon"
stubs with real lists fetched from the existing service routes.
- Dashboard "Pipeline Value" KPI used `select(berthId, price)` and
summed per active interest, so a berth with three open interests was
counted three times. Switched to `selectDistinct(berthId, price)`.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Implements Task 5.3: server page passes yachtId to a client YachtDetail,
which fetches via TanStack Query and renders the shared DetailLayout with
Overview / Ownership History / Interests / Reservations / Notes / Tags
tabs. Header shows name, dimensions, polymorphic owner link, status badge,
and Edit / Transfer / Archive actions. Transfer is a stub dialog pending
Task 5.5; Notes tab is a placeholder because NotesList does not yet support
entityType='yachts'.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
