11 bite-sized TDD tasks: parseOperationalFilters (unit-tested), Area
filter threaded through the operational service + route, hasData
existence flags on all three report routes, shared ReportEmptyState
component, and per-client wiring. Verification + tracker update in the
final task.
Co-Authored-By: Claude Opus 4.8 (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>
Auto-format all files modified during the documents-hub-split feature
branch that were not yet aligned with the project's Prettier config
(single quotes, semicolons, trailing commas).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
19-task implementation plan layering on top of Wave 11.B. Builds three
system-managed roots (Clients/Companies/Yachts), per-entity auto-
subfolders, Documenso auto-deposit on completion, owner-aggregated
projection (symmetric reach, file-FK source of truth, defense-in-depth
port_id), and the hub UI rebuild. Hard cutover; backfill via idempotent
script.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Prettier reformatting on files touched in the wave 11.B sequence —
markdown italics _underscore-style_, single-line conditionals, minor
whitespace fixes. No semantic changes. .env.example reformatting left
unstaged (blocked by pre-commit hook).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tasks 1-7 done in subagent-driven mode (11 commits 5bed62d → a0ffa1b).
The entire DB + service + API layer for folders is shipped: schema,
manage_folders perm, listTree/createFolder/renameFolder/moveFolder/
deleteFolderSoftRescue, validators, all 4 folder routes, the per-doc
move endpoint, and the listDocuments folder filter (with descendant
expansion). Reps can already manage folders end-to-end via direct
API calls.
Records the design decisions made mid-execution: hybrid storage
strategy (UUID-flat + path-style download URLs), permission split,
soft-rescue delete semantics, cycle prevention with port-scoped
ancestor walk, PATCH-body exclusivity via .strict(), and the
updatedAt bump rule (per-doc move yes, bulk soft-rescue no).
Tests at pause: 1213/1213 vitest, tsc clean. Resume prompt + task
ordering for Task 8 onwards included so a fresh session can pick up
without context.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
User chose the hybrid storage strategy after reviewing the cost
analysis: storage paths stay UUID-flat (preserves the established
pattern across brochures, berth PDFs, invoices, reports, templates,
expense receipts, and the migrate-storage byte-verbatim copy), but
documents gain a path-style download URL so reps see meaningful
paths in shared links and browser tabs.
Task 18 wires the new /api/v1/documents/[id]/download/[...slug]
catch-all route + a downloadUrl field on list/detail responses.
The slug is validated for truth so a hand-edited URL with a
stale path 404s instead of silently serving the wrong file.
Task 19 is the importer the user mentioned: a one-shot script
that walks an organized legacy bucket, creates matching folder
tree + document rows pointing at existing storage keys verbatim.
Idempotent via the sibling-uniqueness index.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Pre-execution baseline for the mobile foundation PR:
- Mobile audit harness (tests/e2e/audit/mobile.spec.ts + mobile-audit Playwright project) — visits every page at four anchor iPhone viewports (375/393/402/440), screenshots full-page to .audit/mobile/, generates index.md
- Design spec (docs/superpowers/specs/2026-04-29-mobile-optimization-design.md) — adaptive shell + responsive content; full active-iPhone-range coverage; foundation + per-page migration phases
- Implementation plan (docs/superpowers/plans/2026-04-29-mobile-foundation.md) — 24 TDD tasks for the foundation PR
- .gitignore: ignore /client-portal/ (legacy nested Nuxt repo) and /.audit/ (regenerable screenshots)
- Remove phantom client-portal gitlink (mode 160000 with no .gitmodules)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
