Per the trips/events design discussion: instead of building a full
events domain (table + CRUD UI + calendar) for the 6–12 yacht shows
a year, ship the cheap version that covers the actual asks.
Expenses — `tripLabel` free-text:
- New `expenses.trip_label` text column (migration 0039) + index for
filter / autocomplete lookup.
- Validator: createExpenseShape + listExpensesSchema +
exportExpensePdfSchema.filter all accept tripLabel.
- Service: createExpense + updateExpense persist; listExpenses filters;
new `listTripLabels(portId, search?)` returns distinct values
ordered by most-recent expenseDate so the autocomplete surfaces
recently-used labels first.
- New `GET /api/v1/expenses/trip-labels` endpoint (gated by
expenses.view) backs the autocomplete.
- Form dialog: native `<datalist>` powered by the autocomplete query
so reps don't end up with "Palm Beach 2026" / "palm-beach 2026"
fragmented across two PDF sections.
- Expense list: new "Trip" column (badge) + free-text filter.
- Detail page: trip label rendered alongside Category / Payer.
- PDF export: GroupBy gains 'trip'; filter.tripLabel narrows the
export. Untagged rows fall under "(no trip)".
- Trim/normalize on write so " Palm Beach 2026 " === "Palm Beach 2026".
Interests — event tagging via existing tag system:
- Reps can tag interests with an event tag (e.g. "Palm Beach 2026")
via the existing InlineTagEditor on the detail page; tags are
port-scoped and reusable.
- Interest list now has a TagPicker filter rendered next to the
FilterBar so reps can sort prospects by event attended ("show me
every lead from Palm Beach"). Hidden 'relation'-typed
FilterDefinition for tagIds wires URL round-trip + saved-views
capture without rendering inside the FilterBar.
- FilterBar deserializer now handles `relation` types as comma-joined
arrays on URL load.
Why a free-text trip label and not a trips table:
- 6–12 events/year doesn't justify a domain. The CRUD UI cost would
be most of the engineering, and reps already have the events on
their personal calendars.
- If usage proves demand for per-event ROI dashboards or richer
attribution, promote to a real `trips` table later. Migration
path: trip_label → tripId is a backfill+swap.
Test status: 1168/1168 vitest. tsc clean. Migration 0039 applied
in dev (also caught + fixed an unrelated audit-v3 follow-up: 0037
had `idx_br_interest` colliding with the existing
`berth_recommendations.idx_br_interest`; renamed to
`idx_brr_interest` / `idx_brr_contract_file`).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Final audit pass on feat/berth-recommender (3 parallel Opus agents)
caught 5 critical and ~12 high-severity findings. All addressed in-branch;
medium/low items deferred to docs/audit-final-deferred.md.
Critical:
- Add filesystem-backend PUT handler at /api/storage/[token] so
presigned uploads stop 405-ing in filesystem mode (every browser-driven
berth-PDF + brochure upload was broken). Same token-verify + replay
protection as GET, plus magic-byte gate when c=application/pdf.
- Forward req.signal into streamExpensePdf so an aborted 1000-receipt
export no longer keeps grinding for minutes.
- Strengthen Content-Disposition filename sanitization: \s matches CR/LF
which would let documentName forge headers; restrict to [\w. -]+ and
add filename* RFC 5987 fallback.
- Lock public berths feed behind an explicit slug allowlist instead of
?portSlug= enumeration.
- Reject cross-port interest_berths upserts (defense-in-depth on top of
the recommender SQL port filter).
High:
- Recommender: width-only feasibility now caps length via L/W ratio so a
200ft berth doesn't surface for a 30ft beam request; total_interest_count
filters out junction rows whose interest is in another port.
- Mooring normalization follow-up migration (0034) catches un-hyphenated
padded forms (A01) the original 0024 WHERE missed.
- Send-out rate limit moved AFTER validation and scoped per-(port, user)
so typos don't burn a slot and a multi-port rep can't be DoS'd by
another tenant.
- Default-brochure path now blocks an archived row from sneaking through
the partial unique index.
- NocoDB import --update-snapshot honoured under --dry-run so reps can
refresh the seed JSON without committing DB writes.
- PDF export: orderBy desc(expenseDate); apply isNull(archivedAt) when
expenseIds are passed (was bypassed); flag rate-unavailable rows with
an amber footer instead of silently treating them as 1:1; skip the
USD->EUR chain when source already matches target.
- expense-form-dialog: revokeObjectURL captures the URL in the closure
instead of revoking the still-displayed one; reset upload state on
close.
- scan/page: handleClearReceipt resets in-flight scan/upload mutations;
Save disabled while upload pending.
- updateExpense re-asserts receipt-or-acknowledgement at the merged
row so PATCH can't slip past the create-time refine.
Plus the in-progress receipt upload UI for the expense form dialog
(receipt picker + "I have no receipt" checkbox + warning banner) and
a noReceiptAcknowledged flag on ExpenseRow for edit-mode hydration.
Includes the canonical plan doc (referenced in CLAUDE.md), the handoff
prompt, and a deferred-findings index for follow-up issues.
1163/1163 vitest passing. Typecheck clean.
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>
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
