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>
Finishes B4 #8 by completing the UI half of the per-interest filing
model. Backend foundations (files.interest_id column, ensureEntityFolder
for 'interest', upload-zone scope radio, outcome rename hook, backfill)
shipped earlier in this audit cycle.
- listFiles validator + service: optional interestId filter
- listFilesAggregatedByEntity: routes entityType='interest' to a new
helper that returns "THIS DEAL" + "FROM CLIENT" + symmetric-reach
company/yacht groups
- InterestDocumentsTab: Attachments section now renders two cohorts
via two paginated queries, with client-side de-duplication so files
filed under this deal don't double-count under "From client"
- FileRow type exposes the optional interestId so the de-dupe filter
doesn't need a re-fetch
Backend foundations were already in place ('generic' CustomDocumentType,
storage-path routing). This wires the UI surface across Documents Hub +
entity file tabs.
- UploadForSigningDialog: interestId now string | null; new entity?,
folderId?, onCreated? props. Generic path POSTs to new endpoint
/api/v1/upload-for-signing; interest-scoped paths unchanged.
- uploadDocumentForSigning service: interestId nullable; skips interest
lookup, pipeline-stage advance, doc-status flip on the generic path.
Routes file FK + auto-filed folder via either interest.clientId or the
caller-supplied entity. Validation enforces the matching invariant
(generic must be interestId=null, type-specific must carry one).
- New menu item in NewDocumentMenu ("Upload & send for signature") on
Documents Hub root + folder views.
- Upload & send-for-signature button on ClientFilesTab + CompanyFilesTab,
gated by documents.send_for_signing.
Existing unit tests for the service still pass (validation paths unchanged).
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
Final Bucket 1 visual-audit follow-up. Audit of all 4 useIsMobile
callers:
- pipeline-chart.tsx + pipeline-funnel-chart.tsx → keep useIsMobile
(short x-axis stage labels apply on tablet too — bar charts can't
fit full "Reservation" / "Deposit Paid" text at narrow widths).
- date-picker.tsx + date-time-picker.tsx → migrate to useViewportTier.
Tablet (768-1023) has plenty of room for the desktop Popover
Calendar; only the smallest phone widths now fall back to the
native datepicker input.
1454/1454 vitest, tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PageHeader stack point + tablet topbar trigger fixes verified via
Playwright re-screenshot at 768 + 1024.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Captured 2026-05-22 from a Playwright MCP pass at 5 viewports × 20
surfaces (375 / 768 / 1024 / 1440 / 1920 px). The tablet tier
infrastructure shipped in 6d665d0 + the dashboard PageHeader
stacking fix lit up the tier — these are the residual bugs the
audit surfaced.
3 Bucket 1 quick-fixes:
- Tablet topbar logo trigger doesn't render visibly (search-bar
translate shifts over leading slot + center column min-width
too wide).
- Dashboard PageHeader at exactly 1024 viewport (sidebar present +
lg:flex-row kicks in, crushing the title).
- useIsMobile call-site audit needed (kept as tier !== desktop
alias; some sites want strict mobile-only).
4 Bucket 2 mediums:
- Documents Hub folder rail truncates to 3 chars at tablet.
- Website analytics 6-KPI row too cramped at 1024.
- Pipeline Value mobile (375) per-stage rows overflow right margin.
- Berths list 1024 — only 5-6 of 14 columns fit before h-scroll.
Screenshots local at tmp/visual-audit-2026-05-22/ (gitignored).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Stamps the 2026-05-21 plan with the SHA of every group's landed
commit. Groups A through T are worked end-to-end across this
session; Group U (EOI bundle UX rework) is the only remaining
parked item with reasoning in its commit.
Per-group commit notes document what shipped fully vs. what stayed
parked within each group (e.g. Q57 recharts→ECharts deferred,
M43 form-template editor UI deferred, O47-O50 marketing-site
phases deferred). Vitest 1454/1454 + tsc clean across all groups.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Section K documents the recommended path for multi-tenant branded auth
screens: a single Next.js app behind `*.crm.example.com` wildcard DNS
that derives the active portSlug from the Host header (instead of the
current "first active port wins" fallback in resolveAuthShellBranding).
Includes the open work: wildcard cert, parent-domain cookie scope,
middleware host-resolver, switcher UI, and bootstrap seed.
next-env.d.ts is auto-regenerated by Next typegen with double-quote
formatting; included so the diff stays clean for the next dev session.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
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>
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>
Spawned 16-agent sonnet[1m] audit team covering schemas (people/orgs,
pipeline, docs+infra), APIs (public, admin, v1 CRUD, webhooks/auth/
storage), services (EOI/Documenso, domain, observability), background
jobs, UI (admin, entity), and cross-cutting security/performance/tests-
deps. 13 of 16 agents delivered detailed JSON reports; A1/F1/B3 audited
inline after their agents stalled. E1/E2 (admin + entity UI) couldn't
complete in a single spawn — flagged for re-attempt with narrower scope.
Top findings:
- 5 CRITICAL: send-invoice and invoice-overdue-notify silently no-op
(D1#1); 5 maintenance crons including database-backup scheduled but
unimplemented (D1#2); tenure-expiry-check ditto (D1#3); GDPR export
bundles not deleted on RTBF (C3#1, gap in A.7 shipped today);
residential_clients has no hard-delete path at all (C3#2).
- 15 HIGH including: /api/public/interests doesn't validate portId
(B1#1, cross-tenant injection); documents.documenso_id has zero
index (A3#1, every webhook is a full scan); better-auth rate limit
is in-memory (B4#1, multi-replica bypass); generateAndSignViaInApp
omits portId on Documenso calls (C1#1); custom-doc-upload calls
placeFields after distribute (C1#2); {{eoi.berthRange}} +
{{reservation.*}} tokens never resolved (C1#3); recommender SQL/JS
stage-scale off-by-one (C2#1); getClientById runs 6 queries serial
(F2#1); no CI pipeline + zero tests on client-hard-delete (F3#1,2).
- 36 medium, 53 low, 19 info.
Triage groups in the doc:
Tier S: 7 ship-stopping bugs (today)
Tier 1: ~12 high-severity items (this week)
Tier 2: ~36 medium (next sprint)
Tier 3: ~53 low (rolling)
Tier 4: re-spawn E1+E2 with narrower scope
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Audit cleanup completion plan, all tiers shipped:
Tier 1 (security + data integrity)
- A.7 RTBF true wipe: redact email_messages body/subject/addresses for
threads owned by deleted client; redact document_sends.recipient_email;
collect file storage keys + delete blobs post-commit.
- A.8 user_permission_overrides FK: documented inline why cascade is
correct (not set-null as audit suggested) — overrides have no value
without their user.
- W2.14 PII redaction: camelCase normalization in audit.ts +
error-events.service.ts isSensitiveKey; added city/postal/country/
birth fragments. firstName/lastName/dateOfBirth/postalCode etc. now
caught in BOTH masker paths. 12 new test cases lock the coverage.
Tier 2 (Documenso completion + refactor)
- C.2: documentEvents.recipient_email column + partial unique index for
per-recipient webhook dedup (migration 0075). handleDocumentSigned
now sets recipient_email on insert.
- Phase 2: completion_cc_emails distribution. handleDocumentCompleted
reads documents.completionCcEmails, filters out signer-duplicates
case-insensitively, fans signed PDF out to non-signer recipients.
- C.4: extracted createPublicInterest() service from the 346-line
api/public/interests route. Route becomes a thin shell (rate-limit,
port resolution, audit log, email fan-out). The trio creation logic
is now unit-testable without an HTTP fixture.
- Phase 4: POST /api/v1/document-templates/[id]/detect-fields wired
to document-field-detector.detectFields(). Sparkles "Auto-detect"
button added to template-editor.tsx — maps DetectedField → marker
with best-guess merge token (DATE / NAME / EMAIL); user retags.
Tier 3 (reporting + recommender snapshot lockfiles)
- W7.reports: extracted rollupStageRevenue / rollupStageCounts /
computeTotalForecast / computeOccupancyRate / rollupBerthStatusCounts
into src/lib/services/report-math.ts (pure functions). 16 new tests
including an inline-snapshot lockfile on a representative 7-stage
forecast. report-generators.ts now delegates.
- W7.recommender: 18 new toMatchSnapshot tripwires on classifyTier
boundaries + computeHeat at canonical input points.
Tier 4 (rolling)
- W6.attach: fixed outdated CLAUDE.md claim — threshold banner is
informational and never depended on IMAP; bounce monitoring (the
IMAP poller) is separate.
- D.1 + D.2: documented deferral inline with full why-not-build-it
reasoning so a future engineer sees the rationale.
- G.1: representative formatDate sweep (audit-log-list, user-list,
document-templates merge tokens, document-signing email). Rest of
the ~100 sites stay rolling.
Quality gates: 1420/1420 vitest (46 new tests above baseline of 1374),
tsc clean, 0 lint errors.
Plan: docs/superpowers/plans/2026-05-18-audit-cleanup-completion.md
Migration: 0075_c2_document_events_recipient_email.sql (applied to dev DB).
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>
Phase 5 — luxury-port email tone (4 of 8 templates):
- portal-auth.tsx — activation + reset: "It's our pleasure to invite
you to the {portName} client portal — your private space to review
your berth, manage signed documents, and stay in touch with your
sales liaison", sign-off "With warm regards, The {portName} Team",
subjects "Welcome to {portName} — activate your client portal" /
"Reset your {portName} portal password".
- inquiry-client-confirmation.tsx — "We've noted your enquiry, and a
member of our team will be in touch shortly through your preferred
channel", "should anything come to mind in the meantime", sign-off
"With warm regards, The {portName} Sales Team".
- notification-digest.tsx — "Your {portName} update" header, "Here's
what's waiting for you", "With warm regards, The {portName} Team".
- document-signing.tsx — all 4 sign-offs ("Dear X, ... Thank you, The
{portName} team") rewritten to "With warm regards, The {portName} Team"
with capitalised Team for consistency.
- Voice captured from old-CRM Nuxt repo
(/Users/matt/Repos/Port Nimara/Port Nimara Client Portal/client-portal/
server/utils/signature-notifications.ts) which already used "Dear",
"Best regards", and collective sign-offs.
Remaining 4 templates (admin-email-change, crm-invite,
inquiry-sales-notification, residential-inquiry) + cross-port snapshot
tests queued as follow-up.
Phase 7.1 — PDF editor scaffold:
- New admin route /admin/templates/[id]/editor/page.tsx wired to a
client-side <TemplateEditor>.
- Renders page 1 via react-pdf (worker URL pattern mirrors
components/files/pdf-viewer.tsx); click-to-place markers in percent
coordinates so a future page-size swap doesn't shift placements.
- Token picker over VALID_MERGE_TOKENS (sorted).
- Save persists overlayPositions via PATCH against the existing
document_templates row; validator accepts the new field via
fieldMapSchema from lib/templates/field-map.ts (no migration needed
— overlay_positions JSONB column already exists).
- Outer/inner-body split + key-by-templateId remount avoids the
in-render setState antipattern when seeding from server data.
- Add + delete markers supported. Multi-page, drag, resize, preview,
new-PDF upload all defer to 7.2.
Per-entity polish:
- [+ Reminder] button on yacht / client / interest detail headers,
threading defaultYachtId / defaultClientId / defaultInterestId so the
ReminderForm opens with the entity pre-linked.
- [EOI] badge on yacht detail header when yacht.source === 'eoi-generated'
(mirrors the contacts-editor pattern shipped in eaab149).
Phase 6 hardening:
- imap-bounce-poller strips whitespace from IMAP_PASS so Google
Workspace App Passwords (16-char "abcd efgh ijkl mnop" format) work
whether pasted with or without spaces. Confirmed via Google docs that
the visual spaces are formatting only and must not reach the IMAP
server.
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase 3b — EOI dialog field overrides:
- New EoiOverridesInput shape (clientEmail / clientPhone / yachtName)
threaded through generate-and-sign validator + both pathways
(in-app pdf-lib fill, Documenso template generate).
- src/lib/services/eoi-overrides.service.ts applies side-effects in one
transaction: useOnlyForThisEoi writes documents.override_* and stops;
setAsDefault demotes the prior primary + promotes (existing contactId)
or inserts + promotes (fresh value); neither flag inserts a non-primary
client_contacts row for future dropdown reuse.
- Document override columns persisted post-insert, with a 1-minute
source_document_id backfill on freshly inserted contact rows.
- eoi-context route returns available.{emails, phones} so the dialog
can render combobox options.
- <OverridableContactField> in eoi-generate-dialog.tsx renders the
combobox + manual input + 2 checkboxes per field with mutually
exclusive intent semantics.
Phase 3c — yacht spawn from EOI dialog:
- YachtForm gains createExtras + onCreated callbacks; the EOI dialog
opens it as a nested Sheet pre-filled with the linked client as owner.
On save the new yacht is stamped source='eoi-generated' and the
interest is PATCHed with the new yachtId so the EOI context reflows.
Phase 3d — promote-to-primary + audit + [EOI] badge:
- POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary
(transactional demote+promote via promoteContactToPrimary).
- src/lib/audit.ts AuditAction type adds eoi_field_override,
promote_to_primary, eoi_spawn_yacht (DB column is free-text).
- ContactsEditor surfaces an [EOI] badge on non-primary rows where
source='eoi-custom-input'.
Phase 4 — worker + TOD picker:
- processOverdueReminders refactored to UPDATE...RETURNING with a
fired_at IS NULL gate so parallel workers can't double-fire. Uses
the idx_reminders_due_unfired partial index from migration 0072.
- /settings gets a "Default reminder time" time-of-day picker; the
value lands in user_profiles.preferences.digestTimeOfDay (validated
HH:MM at the route). <ReminderForm> seeds its dueAt from this
preference via a React-Query me-prefs fetch.
Phase 6 hardening:
- IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste
of Google Workspace's 16-char App Password formatted as
"abcd efgh ijkl mnop" still authenticates. Workspace activation
procedure documented in MASTER-PLAN §Phase 6 (was previously written
to CLAUDE.md, which was bloat — moved to the plan).
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three of the master plan's "suggested execution order" items shipped this
session; Phase 3b (EOI dialog overrides) deferred — estimate exceeded the
remaining session time.
- Phase 4 polish: yachtId field on <ReminderForm> via the existing
YachtPicker, Ship-icon subtitle on <ReminderCard>, listReminders filter
by yachtId, getReminder joins the yacht relation.
- Phase 2 risk-signal data wiring: getInterestById derives the 3 dates
(dateDocumentDeclined / dateReservationCancelled / dateBerthSoldToOther)
from document_events / berth_reservations / cross-interest interest_berths
in parallel — chosen over new schema columns to keep the master plan's
"no new tables" promise. Threaded through to DealPulseChip.
- Phase 6 cron + UI: src/jobs/processors/imap-bounce-poller.ts polls the
configured IMAP mailbox (IMAP_* env), matches NDRs to recent
document_sends rows via recipient + 7-day window, idempotent via
bounceDetectedAt, fires email_bounced notifications on hard/soft
(skips OOO). State persisted to system_settings.bounce_poller_state.
Wired into maintenance queue at */15 * * * *. Admin /admin/sends page
surfaces the bounce badge + reason inline.
- CLAUDE.md: trimmed 27KB → ~19.5KB (~28% smaller bytes). Prose-heavy
Documenso webhook / v1-v2 routing / Document folders sections rewritten
as scannable bullets. Added a new "Working in this repo — skills, MCPs,
agents" section promoting brainstorming/TDD/debugging/frontend-design
skills, Context7/Playwright/Serena MCPs, and the Explore/feature-dev
agents. Documented Phase 2 derivation choice in the data-model section.
Quality gates: 1374/1374 vitest pass, tsc --noEmit clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
