Switching tab or folder while a type filter was active left the
filter applied silently — the chip cloud regenerated from the new
result set so no chip lit up, but the documentType= query param
kept narrowing the list. Reset typeFilter to undefined whenever tab
or selected folder changes.
Also use TYPE_LABELS for chip text so the filter chips match the
human-readable labels already shown in the row's Type column.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Type-filter chip cloud sourced from the documentTypes seen in the
current result set, replacing the static dropdown over the whole
DOCUMENT_TYPES enum. New "Move to folder…" entry on the per-row
action menu (gated on documents.manage_folders) opens the
MoveToFolderDialog Combobox.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Documents hub now opens with the folder tree on the left and a
breadcrumb on top. Folder selection is its own state — undefined =
"All", null = "Root only", string = specific folder. Filter pushes
through to /api/v1/documents via folderId query param.
Drops the "Signature-based only" pill — it defaulted to true and
silently hid informational documents, which confused new reps. With
folders the rep organises by location, not by signature-vs-not.
Adds an "In progress" hub tab covering status IN (draft, sent,
partially_signed) for the everyday "what's in flight" view.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
cmdk filters by the CommandItem value prop, so the sentinel
"__root__" silently failed to match natural search terms like "no
folder". Use the human label instead. Also reset pickedId when the
dialog re-opens so a cancelled pick doesn't carry a stale highlight
into the next open.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
cmdk Combobox dialog showing all folder paths flat (' / '-separated),
plus a "Root (no folder)" pseudo-option. Move button disabled when the
picked folder matches the document's current folder.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pass loading={deleteMutation.isPending} to ConfirmationDialog so a
second tap on Delete doesn't dispatch a concurrent DELETE. Also
disable the rename Save button when the name hasn't changed, so an
accidental click doesn't fire a no-op PATCH and a misleading
"Folder renamed" toast.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
DropdownMenu trigger with three actions: New folder (works at root or
inside the selected folder), Rename, Delete (confirm-then-soft-rescue).
Delete copy explicitly tells reps the contents move to the parent so
nothing dies silently.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Match the existing src/components/ui/breadcrumb.tsx pattern: separator
chevrons are aria-hidden so screen readers don't announce them, and
the terminal segment (Root or current folder name) carries
aria-current="page" so SR users know which crumb is the current page.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Renders the current folder's path as a clickable breadcrumb with a
Home affordance back to "All documents". Each ancestor is clickable
to navigate up; the last segment is the current folder (non-clickable,
foreground colour).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Folder query failures previously rendered identically to an empty
list, hiding network problems from the user. Add an isError branch
that shows "Failed to load folders." in destructive color.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Persistent left rail with "All documents" + "Root" pseudo-rows above
the tree. Each tree row has a chevron toggle (expand/collapse) and a
clickable label (select). Renders unlimited depth without blowing out
the page — children only mount when their parent is expanded.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mirrors files.manage_folders. Gates create / rename / move / delete
of document folders, plus moving documents between folders. Reps with
documents.edit but not manage_folders can rename docs in place but
can't reorganise the tree. Admin + sales_manager get the perm by
default; sales_rep + viewer don't.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Berth detail page now has two tabs:
- Spec: the existing versioned berth-spec PDF surface (current panel,
version history, parser badge).
- Deal Documents: NEW. Lists EOIs / contracts / etc. attached to
interests currently linked to this berth via interest_berths.
New service helper listDealDocumentsForBerth joins documents →
interests → interest_berths with a port_id guard on both sides.
GET /api/v1/berths/[id]/deal-documents wraps it, gated on berths.view.
Read-only — title, type, status badge, and an Open link to the source
interest page. Edits / sends still happen on the interest's own page.
The Spec tab paragraph now points reps to the new Deal Documents tab
instead of telling them to navigate via Interests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
When status moves to under_offer or sold, the dialog now surfaces an
interest selector below the reason textarea. Picking an interest
passes interestId on the PATCH, which the service uses to call
setPrimaryBerth — auto-creates a primary interest_berths row if not
present, demoting any prior primary in the same transaction so the
unique partial index never fires. Cross-port leakage is blocked inside
the existing interest-berths helper.
Reasons are now offered as quick-pick chips above the textarea,
sourced from the new berth_status_change_reasons vocabulary
(Wave 5). Clicking a chip fills the textarea so reps stay on the
keyboard.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New /admin/vocabularies route + VocabulariesManager component. Catalog
at src/lib/vocabularies.ts defines 11 vocabularies grouped into
Interests / Berths / Expenses / Documents domains, each shipping with
the canonical defaults from src/lib/constants.ts (interest temps,
status-change reasons, tenure types, expense categories, document
types, plus the 5 berth-spec dropdowns).
Editor supports add / remove / reorder / inline-rename / reset-to-
defaults; only dirty cards save. Uses the existing
/api/v1/admin/settings PUT endpoint (already gated on
admin.manage_settings) so storage piggybacks on system_settings
(port_id, key) per the established pattern.
Reps need read access without holding manage_settings — added a
public-read /api/v1/vocabularies endpoint plus useVocabulary() hook
(5-minute staleTime). The admin manager invalidates the vocabularies
query on save so consumers (status-change dialog, expense form, etc.)
pick up new lists immediately.
Adds a Vocabularies card to the admin landing page.
Follow-up sweep owed: actual consumers (interest-card temperature pill,
berth-tabs select dropdowns, expense form category list, etc.) still
read from the hardcoded constants.ts arrays. Wire them through
useVocabulary in a separate pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two related cleanups for the user profile surface area:
(1) Add canonical first_name + last_name columns to user_profiles.
Migration 0049 backfills from display_name by splitting on the
first whitespace run; single-token names land as
(display_name, NULL) so we never throw away existing data.
Display name becomes an optional override (nicknames, vanity
formatting). /api/v1/me PATCH now accepts firstName/lastName,
and the user-settings form surfaces them as the primary inputs
with display name as a secondary "How your name appears" field.
(2) Remove the broken Notifications card from user-settings (it called
PATCH on an endpoint that has GET/PUT only and used a flat shape
vs the actual array shape). Replace with the working
NotificationPreferencesForm + ReminderDigestForm under a
#notifications anchor. /notifications/preferences becomes a
server-side redirect to /settings#notifications for back-compat;
the mobile More-sheet + user-menu Bell entry now deep-link to the
new anchor directly.
Drops the auto-generated drizzle-kit catch-up migration so we're not
sneaking accumulated schema drift into the journal — only the targeted
0049 lands here.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the HTML5 datalist Input with a Popover + cmdk Combobox
modeled after CountryCombobox. Free-text on first entry via the
"Create '<typed value>'" item; past labels grouped under "Past trips"
with a check-mark indicating the current selection. Reuses the
existing /api/v1/expenses/trip-labels endpoint (distinct values for
the port, ordered by most-recent expense date) — no new schema or
service work.
Drops useQuery from expense-form-dialog since the combobox now owns
its own data fetch.
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>
Builds on the centralised formatter shipped in ee2da8f. Replaces
\`\${currency} \${amount}\` style concatenations across the dashboard
revenue tooltip, command-search invoice/expense fallback labels,
expense-duplicate banner, and the invoice + expense PDF templates.
Drops the duplicate \`currencySymbol\` helper inside expense-pdf.service
in favour of the shared util; the two PDF helpers (renderReceiptHeader,
addReceiptErrorPage) now take a currency code instead of a pre-rendered
symbol so the formatter is the single source for spacing + thousands
separators. Also re-runs Prettier on the files where the prior commit
shipped without it.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New `src/lib/utils/currency.ts` is the single source of truth for
display formatting (`formatCurrency`) and the supported-currency
catalog (`SUPPORTED_CURRENCIES`, 10 codes covering the marina market).
New shared components:
- `<CurrencyInput>` — number input with leading symbol prefix and
decimal inputMode, raw number value out via onChange.
- `<CurrencySelect>` — Select dropdown over `SUPPORTED_CURRENCIES`
with symbol + code + label per row, replaces the free-text 3-letter
inputs that let reps type "EURO" or "$$$" into a 3-char ISO column.
Threaded through every money input + display:
- Forms: berth (price/currency), expense (amount/currency), invoice
(currency Select + line-items unit-price + step-3 review totals).
- Reads: berth-card / berth-columns / invoice-card / expense-card /
dashboard KPIs / dashboard revenue-forecast / portal-invoices page.
Each had its own ad-hoc `Intl.NumberFormat` wrapper with slightly
different fallbacks; collapsed onto the shared helper.
`InvoiceLineItems` gained a `currency` prop so the unit-price input
prefix and the subtotal use the parent invoice's currency rather than
hard-coded `en-US` formatting.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pre-commit hook reformatted these files after the substantive commits.
No semantic changes — markdown table alignment, list indentation, and
emphasis style normalisation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Remove the "Total Clients / Active Interests / Pipeline Value /
Occupancy Rate" KPI grid from the dashboard — duplicated by the
charts below and rarely scanned. Pipeline funnel, occupancy timeline,
revenue breakdown, lead source charts and the activity feed remain.
Rename the company-members dropdown action "End Membership" →
"Remove from company" — matches how reps describe the action.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mobile UX:
- Hide ColumnPicker on `< sm` viewports (cards, no columns to toggle).
- Hide kanban toggle in interest list on mobile and snap viewMode back
to 'table' if the persisted choice was 'board'.
- Drop dead "Inbox" link from the More-sheet (email/IMAP feature is
deferred per sidebar.tsx note).
- Repoint Notifications nav from `/notifications` (no page.tsx — 404)
to `/notifications/preferences` and re-label as "Notification
preferences" (the bell stays the surface for actual notifications).
- Hide Website Analytics on both desktop sidebar and mobile More-sheet
when Umami isn't configured for the port (`useUmamiActive()`).
Interests:
- New `<StageLegend>` popover button in the filter row decodes the
card stripe colours to pipeline stage names, kept in sync with
`STAGE_DOT` automatically.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Client form: when nationality is picked and timezone empty, primary
IANA zone for the country is pre-filled (skips when user has chosen
a zone explicitly). When a contact's preferred channel is `'other'`,
the inline `Label` field flips to "Specify" / "e.g. Telegram, Signal"
so the rep records what the channel actually is.
Yacht form: replace the free-text 2-letter flag input with the shared
`CountryCombobox` so flags stay valid ISO codes.
User settings: timezone pre-populates from
`Intl.DateTimeFormat().resolvedOptions().timeZone` on first load
(was empty before); country change auto-fills timezone with the same
helper as the client form. Phone field upgraded to the shared
`<PhoneInput>` (country-flag dropdown + AsYouType formatter) seeded
from the page's country state.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Radix Popover swallowed wheel events on cmdk-backed comboboxes for
macOS users — the country / timezone dropdowns were unscrollable with
a Magic Mouse / trackpad. Add an `onWheel` translator on `CommandList`
plus `overscroll-contain` so the list captures the delta directly.
Lights up every cmdk popover (Companies, Residential Clients, Clients,
Yachts, settings).
Country and Timezone comboboxes now constrain popover content to
`w-[var(--radix-popper-anchor-width)]` with sensible `min-w-*` floors
so wide triggers get correspondingly wide popovers.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pull verbatim SingleSelect choices from NocoDB Berths via MCP and lock
them into BERTH_*_OPTIONS / _TYPES in lib/constants.ts: Side Pontoon
(10 values), Mooring Type (5), Cleat Type (2), Cleat Capacity (2),
Bollard Type (2), Bollard Capacity (2), Access (5), Area (A–E), Bow
Facing (4-value UX-only constraint over a SingleLineText). Power
Capacity / Voltage stay numeric inputs (NocoDB stores Number).
Add `toSelectOptions()` mapper for shadcn `<Select>` `{value,label}`
pairs.
Wire every berth dropdown — both the modal form and the inline-edit
detail tabs — to `<Select>`. Inline `EditableSpec` gains
`selectOptions` for the variant and `linkedUnit { field, multiplier }`
to auto-patch the metric column on save (× 0.3048 for ft→m on length,
width, draft, nominal boat size, water depth).
Promote nominal boat size + tenure type from read-only `<SpecRow>` to
`<EditableSpec>` so reps can edit them. Tenure type currently uses the
validator's `'permanent' | 'fixed_term'` set; will swap to per-port
configurable list once Vocabularies admin lands (Wave 5).
Mobile berth cards: replace status-coloured stripe with
`mooringLetterDot()` so it groups by dock letter; status conveyed by
the existing pill below. Berth detail header: "{Letter} Dock" chip
instead of bare "A" / "B" text. Berth area filter: `<Select>` over
A/B/C/D/E (renamed to "Dock"). Documents tab gets a one-paragraph
explainer disambiguating the spec PDF from deal documents (Interests
tab).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.
Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
buggy issuer in some future code path that mixes port scopes — every
storage key generated by generateStorageKey() already prefixes the
slug. document-sends opts in for 24h emailed download links; other
callers continue working unchanged via the optional field.
DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
(storage_backend, NULL) rows that had accumulated from race-prone
delete-then-insert patterns in ocr-config / settings / residential-
stages / ai-budget services. All four services converted to true
onConflictDoUpdate upserts so the race window is closed.
API uniformity:
- Response shape standardization: 16 routes converted from
`{ success: true }` to 204 No Content. CLAUDE.md documents the
convention (`{ data: <T> }` for content, 204 for empty mutations,
portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
(custom-fields, expenses/export ×3, currency convert,
search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
versions, parse-results}). Uniform 400 error shapes for
ZodError-flagged bodies.
Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
`{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
per-port custom_field_definitions for client/interest/berth contexts
and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
tokens now expand (search index + entity-diff remain documented
design limitations).
/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
visible Documents tab in company-tabs.tsx (was a hidden stub).
Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
worker handlers). Both are placeholders for future feature surfaces,
not bugs — per-port digest works for every customer; nothing
currently enqueues import jobs (verified). Annotated in BACKLOG.
BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).
Tests: 1185/1185 vitest, tsc clean.
Wave through the 2026-05-07 backlog of small/concrete audit-final-deferred
items (deferring the Documenso Phases 2-7 build and items needing design
decisions or live external instances).
DB schema:
- Migration 0046 converts 5 composite (port_id, archived_at) indexes to
partial WHERE archived_at IS NULL — clients, interests, yachts, and
both residential tables. Smaller, faster planner choice for the
dominant list-query shape.
Multi-tenant isolation:
- document_sends now verifies recipient.interestId belongs to the port
before landing on the audit row (the surrounding clientId check was
already port-scoped; interestId pollution was the gap).
Routes / API:
- /api/v1/custom-fields/[entityId] requires entityType query param and
gates on the matching resource permission (clients/interests/berths/
yachts/companies). Fixes the cross-resource gap where a user with
clients.view could read company custom-field values.
- Admin user list trash button wrapped in PermissionGate (edit was
already gated; remove was not).
Service polish:
- berth-recommender accepts string-shaped JSONB booleans
('true'/'false') so admin UIs that wrap values as strings don't
silently fall through to defaults.
- expense-pdf renderReceiptHeader anchors all text positions to a
captured baseY rather than reading mutating doc.y after rect+stroke.
Headers no longer drift on the first receipt page after a soft page
break.
- berth-pdf apply: collect non-finite numeric coercion drops + warn-log
them so partial silent drops are observable (was invisible because
the no-fields-supplied check only fires when ALL drop).
- Storage cache fingerprint comment documenting the encrypted-secret
invariant + the explicit invalidation hook.
UI polish:
- invoice-detail typed: replaced two `any` casts with a proper
InvoiceDetailData / LineItem / LinkedExpense interface set.
- YachtForm now accepts initialOwner prop. Wired through:
- client-yachts-tab passes { type: 'client', id: clientId }
- interest-form passes { type: 'client', id: selectedClientId }
- Interest-form yacht picker now includes company-owned yachts where
the selected client is a member (fetches client.companies and feeds
YachtPicker an array filter). Plus an inline "Add new" button that
opens YachtForm pre-bound to the client.
- YachtPicker accepts ownerFilter as single OR array for "match any"
semantics.
BACKLOG.md updated with what landed vs what's still deferred (and why
each deferred item is genuinely larger than this push warrants).
Tests: 1185/1185 vitest, tsc clean.
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>
Service rewrite covers 14 entity buckets (clients, residential clients,
yachts, companies, interests, residential interests, berths, invoices,
expenses, documents, files, reminders, brochures, tags, notes, navigation)
with prefix tsquery + trigram fallback, phone-digit normalization,
and JOINs to client_contacts for email matching.
New `notes` bucket searches across the four note tables (client,
interest, yacht, company) via UNION + parent-entity label resolution
(berth mooring for interests, name for yachts/companies). Renders at
the bottom of the dropdown so broad-content matches don't crowd
entity-specific hits — per the user's "low-noise" preference.
Recently-viewed tracking persists last 20 entity views per user in
Redis sorted set; CommandSearch surfaces them as the dropdown's
default state and applies affinity ranking when the user types.
ID-resolve endpoint accepts pasted UUIDs (or invoice numbers like
`INV-2025-001`) and routes the rep straight to the entity, skipping
the normal search bucket.
Audit search service gains `entityIds[]` array filter for the new
loadClientActivityAggregated() path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Multi-tenant branding admin (/admin/branding) was saving 5 settings
that no code read — every port's emails shipped Port Nimara's logo
and color regardless. Now wired end-to-end:
New shared infrastructure:
- src/lib/email/shell.ts — renderShell() + brandingPrimaryColor()
helpers; takes BrandingShell { logoUrl, primaryColor,
emailHeaderHtml, emailFooterHtml }, falls back to Port Nimara
defaults when null.
- src/lib/email/branding-resolver.ts — getBrandingShell(portId)
thin wrapper over getPortBrandingConfig() that returns null on
error / missing portId so senders never break on misconfig.
All 6 transactional templates refactored to use renderShell + the
shared accent color; portName now flows through every template
(crm-invite, portal activation/reset, both inquiries, both
residential templates, notification digest).
All 6 senders pass branding via getBrandingShell:
- portal-auth.service.ts (activation + reset)
- crm-invite.service.ts (resend path; create-invite has no portId
yet so falls through to defaults)
- email worker (inquiry confirmation + sales notification)
- residential-inquiries route (client confirmation + sales alert)
- notification-digest.service.ts (digest)
BrandedAuthShell takes an optional `branding` prop with logoUrl +
appName (parent page server-fetches via getPortBrandingConfig).
Defaults to Port Nimara if omitted, so single-tenant deployments
are unaffected.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The inquiry inbox was read-only — every inquiry stayed there forever
with no way to mark "I handled this" or "this is spam." Now:
- Migration 0045 adds triage_state ('open' | 'assigned' | 'converted'
| 'dismissed' default 'open') + triaged_at + triaged_by columns to
website_submissions, plus a (port_id, triage_state, received_at)
index for the inbox query.
- New PATCH /api/v1/admin/website-submissions/[id]/triage flips the
state with audit log entry.
- List endpoint takes a `state` filter (default 'inbox' = open +
assigned, hides converted + dismissed).
- UI: per-row Convert / Assign / Dismiss / Reopen actions; second
filter row for state; triage badge per card. "Convert" jumps to
/clients with prefill_name / prefill_email / prefill_phone /
prefill_source / prefill_inquiry_id query params + marks the row
converted (the client-create form will read those — same prefill
pattern other entry points use).
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
R2-M11: mobile More-sheet missing 4 destinations. Added Reservations,
Notifications, Residential, Website analytics — anyone using mobile
chrome to triage on the go can now reach those domains.
R2-M12: portal had no profile / change-password surface. New
/portal/profile page with read-only contact details + a
ChangePasswordForm component, backed by a new POST
/api/portal/auth/change-password endpoint and
changePortalPassword() service function. Audits both ok and failure
cases at warning severity. Added Profile to PortalNav.
R2-M1: portal dashboard "My Memberships" tile had no href and no
/portal/memberships route — dead-end on tap. Hidden until a
memberships page ships; the count remains in the underlying data.
R2-M7: InlineStagePicker never sent override:true so users with
interests.override_stage couldn't actually use the perm from the
inline chip — they had to fall back to the modal picker. Now the
picker auto-detects when a transition isn't legal AND the user has
override_stage, sets override:true, and supplies a default reason.
Frontend M2: hard-delete-dialog confirm stage now has a "Send a new
code" link in case the original expired before the user could enter
it. Avoids forcing a full Cancel + reopen.
Frontend M4: audit-log-list date-range validation. From > To now
shows an inline error and skips the request rather than firing an
empty-range query that surfaces "no entries found".
R2-M6: external-EOI route now requires interests.edit AND
documents.upload_signed (defense-in-depth) — uploading a signed EOI
mutates interest state, so the upload-signed perm alone shouldn't
let a custom role flip an interest.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
H7: Three tabs were rendering "coming soon" placeholders to every user
on every detail page:
- Client Files: now uses ClientFilesTab (already existed) which renders
the FileGrid + upload zone via /api/v1/files?clientId=...
- Client Reservations: split into Active / History sections; History
lazy-loads ended + cancelled reservations on demand from
/api/v1/berth-reservations?clientId=&status=
- Berth Waiting List + Maintenance Log: removed from buildBerthTabs
until the underlying surfaces ship (schema tables exist; UIs don't)
R2-M5: Company Documents tab was a "Coming soon" EmptyState. Removed
from buildCompanyTabs until /api/v1/files accepts a companyId filter
(schema supports it, validator doesn't).
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
R2-H10: webhook-delivery-log and audit-log-list both swallowed fetch
errors silently — failed loads showed spinner forever or stale data.
Both now set a loadError state, show an inline retry banner, and fire
a toast.error. Same applies to audit-log loadMore.
R2-H11: audit-log-card rendered as `<a href="#">` — tapping on mobile
inserted `#` in the URL and scrolled to top (back-button trap).
ListCard now treats `href` as optional and renders a non-link `<div>`
when omitted; audit-log-card no longer passes href.
R2-H12: smart-archive-dialog only invalidated ['clients'] / ['berths']
/ ['interests']. Detail header kept showing Archived=false until hard
reload. Now also invalidates ['clients', clientId] and removes the
['client-archive-dossier', clientId] cache so re-open re-fetches.
R2-H13: client-list bulk mutation used native alert() on partial
failure (blocking the page) and had no onError handler. Replaced with
toast.warning / toast.success / toast.error.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
R2-H6: webhook-delivery-log Replay column was rendered for any user
who could load the page; the route gates on admin.manage_webhooks.
Now the entire Replay column is hidden when the user lacks the perm.
R2-H7: Bulk Archive action was visible to sales_agent + viewer
(clients.delete:false). Now wrapped in canBulkArchive (clients.delete).
R2-H8: Bulk Add tag / Remove tag were visible to viewer (clients.edit:
false). Now wrapped in canBulkTag (clients.edit).
R2-H9: bulk-hard-delete silently dropped clients that became
unarchived between preflight and execute. The service now returns
{deletedCount, skipped[]} and the dialog stays open on partial
success showing the per-row reason table — operators can see exactly
which IDs were skipped and why.
R2-M9: bulk-archive-preflight catch block was leaking dossier-loader
error messages, letting an attacker enumerate "not found" vs "exists
in another port". Replaced with a generic 'Could not load dossier —
client may have been removed' blocker.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
C1: src/worker.ts and src/server.ts only imported 5 of 10 BullMQ
workers. ai/bulk/maintenance/reports/webhooks were never started, so
in production: webhooks never delivered, no maintenance crons (DB
backups, session cleanup, retention sweeps, alerts, analytics refresh,
calendar sync), no scheduled reports, no AI features, no async bulk.
All 10 are now imported and held against GC.
R2-C1: Bulk archive's runBulk callback discarded the return value
from archiveClientWithDecisions, so Documenso envelopes marked for
void in the wizard were never queued and next-in-line notifications
never fired. Now we collect the per-archive (dossier, result) pairs
and replay the same post-commit fan-out the single-client route uses.
R2-C2: Archived-client header's Restore icon was hovering destructive-
red because an unconditional hover:text-foreground was overriding the
later conditional. Restore now hovers emerald; archive still hovers
red.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Audit log was previously silent on authentication and on background
work. This wires:
- Login (success + failed) and logout via a wrapper around better-auth's
[...all] handler. Failed logins are severity 'warning' and carry the
attempted email so brute-force attempts surface in the inspector.
- New severity (info|warning|error|critical) and source (user|auth|
system|webhook|cron|job) columns on audit_logs. permission_denied
defaults to 'warning', hard_delete to 'critical'.
- Webhook delivery success/failure/DLQ/retry now write audit rows
alongside the webhook_deliveries detail table.
- IP address is now visible as a column in the inspector (was already
captured at the helper level).
- Audit UI: severity badges per row, severity + source dropdowns, IP
column, expanded action filter covering hard-delete, webhook events,
job/cron events.
Migration 0044 adds the two columns + their port-scoped indexes.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Outbound webhook deliveries already retry with backoff, dead-letter
after maxAttempts, and notify super admins. This adds operator-level
replay: a per-row button on the deliveries log spawns a fresh pending
delivery + queues a new BullMQ job. The original failed row stays
intact so the response body remains for audit; the replay payload
carries retried_from/retried_at markers so receivers can deduplicate.
Inbound idempotency was already handled via the documentEvents
signatureHash unique index.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the single window.confirm() with a 3-stage wizard:
- preflight: counts auto/needs-reason/blocked (POST /bulk-archive-preflight)
- reasons: carousel through high-stakes clients capturing per-client
reason (≥5 chars) — bulk endpoint accepts reasonsByClientId map
- confirm: shows the final archivable count and submits
Low-stakes still auto-archives with safe defaults; blocked clients
are skipped with a per-row reason in the preflight summary.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Permanent client deletion is now reachable from:
- archived single-client detail page (icon button, gated by new
admin.permanently_delete_clients perm)
- archived clients list bulk action
Both flows are 2-stage: request a 4-digit code (sent to operator's
account email, 10min Redis TTL), then enter both code AND a typed
confirmation (client name single, "DELETE N CLIENTS" bulk). Cascade
strategy preserves audit trails: signed documents, email threads,
files and reminders are detached but retained; addresses, contacts,
notes, portal user, GDPR records, interests and reservations are
deleted via FK cascade or explicit tx delete.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the simple confirm-restore dialog with a wizard that reads the
persisted archive_metadata via /restore-dossier and surfaces:
- auto-reversed (e.g. berth still available → re-attached on restore)
- opt-in to undo (e.g. berth now under offer to another client)
- locked (e.g. yacht transferred and new owner has active interests)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Manual stage override
Sales reps need to skip canTransitionStage rules when the data was
entered out of order — e.g. recording a contract_signed deal whose
earlier stages were never tracked in the system.
- New permission flag interests.override_stage in RolePermissions.
Plumbed through the schema TS type, the role-editor UI, the seed
file's pre-built roles (super_admin/director/sales_manager get it,
sales_agent + viewer don't), and the test factories.
- changeStageSchema gains an optional `override` boolean and the
service checks it before evaluating canTransitionStage. When
override=true the reason field becomes required (min 5 chars) and
is recorded in the audit log.
- The route handler gates `override` on the new permission so a
sales_agent without it can't pass override=true and bypass.
- InterestStagePicker auto-detects when the requested transition is
blocked by the table and switches into "override mode" — shows an
amber warning, requires the reason, button label flips to
"Override stage". When the operator lacks the permission, the
warning is red and the button is disabled.
Residential Partner role
Per the smart-archive scoping conversation: external partners who
handle residential inquiries shouldn't see marina clients, yachts,
berths, or financials. The two residential_* permission groups
already exist; this commit just seeds a pre-built system role
("residential_partner") with those flags + minimal own-reminders, so
admins can invite a partner today via /admin/users without manually
building the permission set.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
UI side of the smart-archive backend that shipped in d07f1ed.
- SmartArchiveDialog renders the dossier as a sectioned modal:
Pipeline interests, Berths (with next-in-line listed), Yachts,
Active reservations, Outstanding invoices, In-flight Documenso
envelopes, Auto-handled summary. Each section has a per-row decision
dropdown with sensible defaults (release for available/under-offer
berths, retain for sold berths and yachts, cancel for active
reservations, leave for invoices and documents).
- High-stakes deals show an amber warning panel + require a reason in
the textarea before the Archive button enables. Signed-document
acknowledgment checkbox blocks submission until checked.
- Wires into client-detail-header in place of the previous dumb
ArchiveConfirmDialog (the simple confirm dialog is kept for the
restore case until the smart-restore wizard ships).
- Pre-flight blocker banner surfaces dossier.blockers (e.g. active
reservation on a sold berth) and disables the Archive button entirely.
Two side fixes from CSP rollout:
- next.config CSP allows unpkg.com in dev so the react-grab devtool
loads. Stripped in prod via the existing isProd flag.
- middleware whitelist now passes /manifest.json + icon-*.png +
apple-touch-icon through unauthenticated, so PWA installability
isn't blocked by the auth redirect.
Bulk variant + restore wizard + hard-delete-with-email-code land in
follow-on commits.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three audit-pass-#3 mobile findings, all in shared primitives so the
fix lands everywhere those primitives are used.
- Input defaults inputMode='decimal' when type='number' and the caller
hasn't overridden. Currency/dimension/price fields across invoices,
expenses, berth specs etc. now show iOS's numeric pad instead of full
QWERTY. Caller can still pass inputMode='numeric' for integer-only
fields.
- DialogContent: padding tightens to p-4 on mobile and restores p-6
at sm+ — the previous fixed p-6 ate ~48px of horizontal width on a
390px iPhone, crushing form-field space. Also adds a max-h-[100dvh]
+ overflow-y-auto so long modal forms scroll inside the dialog
instead of pushing the close button off-screen.
- MoreSheet (mobile bottom-tab "More" drawer): grid-cols-3 cells now
enforce min-h-[88px] so each Apple-HIG-sized 44pt touch target gets
reliable hit area. Icon size bumped from 6 to 7 for visual weight at
the larger cell.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Berth detail page was the last entity using read-only SpecRow widgets
while clients/yachts/companies all use the click-to-edit
InlineEditableField pattern. Marina staffers couldn't update
length/width/draft/price etc without exporting and re-importing.
- New EditableSpec wrapper preserves the SpecRow look + null-hiding
behaviour but defers the value to InlineEditableField with a per-
field PATCH callback.
- useBerthPatch hook hits PATCH /api/v1/berths/{id} (already shipped)
and invalidates the React Query cache for both the list and the
individual berth.
- Numeric helper handles the schema's NUMERIC-as-string convention:
empty input → null, non-numeric → throws, valid → coerced to number.
- 12 fields now editable: lengthFt, widthFt, draftFt, waterDepth,
mooringType, sidePontoon, bowFacing, access, powerCapacity, voltage,
cleatType, cleatCapacity, bollardType, bollardCapacity, price.
- Tags card uses InlineTagEditor instead of read-only badges, matching
the yacht/client pattern. The /api/v1/berths/[id]/tags endpoint was
already in place.
- Dropped the formatDim/formatPower/formatVoltage/price helpers that
inlined the metric column or currency suffix; the editable layout
shows ft/kW/V suffixes inline with the field labels instead. The
metric column is editable separately if needed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The /api/v1/companies/bulk endpoint shipped in the previous bulk
batch but the UI side was deferred. Mirrors the client-list /
yacht-list pattern: Add tag, Remove tag, Archive bulk actions with
a single TagPicker dialog for tag operations and a window.confirm
for the destructive archive.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
