Ran the official @tailwindcss/upgrade tool:
- tailwind.config.ts → @theme directive in globals.css
- @tailwind base/components/utilities → @import 'tailwindcss'
- postcss.config switched from tailwindcss + autoprefixer to
@tailwindcss/postcss (autoprefixer baked in)
- focus-visible:outline-none → focus-visible:outline-hidden (the v3
utility was a footgun — outline still showed in forced-colors mode)
Reverted the migration tool's over-zealous variant="outline" →
variant="outline-solid" rename on CVA prop values; that rename was
meant for the Tailwind `outline:` utility, not our Button/Badge
component variants.
Swapped tailwindcss-animate (v3-style JS plugin) for tw-animate-css
(v4-native @import). Same utility surface (animate-spin, animate-in,
etc.), one fewer JS plugin in the bundle.
Fixed the upgrade tool's malformed dark variant
(@custom-variant dark (&:is(class *)) — `class` was being parsed as
a tag) to canonical &:where(.dark, .dark *).
Verified: tsc 0 errors, eslint 0 errors (16 pre-existing warnings),
vitest 1315/1315, next build clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Resolved 65 type errors across the codebase via these v4 migration
patterns:
- `ZodError.errors` renamed to `ZodError.issues` (4 call sites in auth
routes + central error handler).
- `z.record(value)` now requires explicit key type: `z.record(z.string(),
value)`. Updated 7 sites across templates / forms / saved-views /
website-inquiries.
- `.refine(check, msgFn)` second-arg shape changed — now requires an
`{ error: (issue) => ... }` object form. Updated
`mergeFieldsSchema` in document-templates validator.
- `.transform(...).default(...)` chains: v4 enforces default value type
matches transform OUTPUT. Reordered to `.default(...).transform(...)`
in list-query / company-memberships handlers.
- `z.coerce.*()` INPUT type widened to `unknown` in v4. Service signatures
using `z.input<typeof schema>` (kept for caller flexibility around
defaults) now re-parse via `schema.parse(data)` to recover the
post-coercion shape Drizzle needs. Done in berth-reservations service.
Invoice service narrows `lineItems` locally with a typed cast since
re-parsing would double-validate.
- `.optional().transform(...)` no longer propagates the optional marker
through v4's new ZodPipe. Moved `.optional()` to the END of chain in
`optionalDesiredDimSchema` (interests) and documents list query
(folderId, signatureOnly).
- ZodIssue subtype shapes simplified: `received` removed from
invalid_type, `type` renamed to `origin` on too_small. Test fixtures
updated.
- @hookform/resolvers v5 splits Resolver into 3-generic form (Input,
Context, Output). useForm calls in 6 forms (client, yacht, berth,
interest, expense, invoices-new-page) now pass explicit generics:
`useForm<z.input<typeof schema>, unknown, z.infer<typeof schema>>`.
Verified: tsc clean (0 errors), vitest 1293/1293 pass.
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>
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>
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>
Adds /invoices/upload-receipts as the dedicated explainer for the
mobile scanner PWA: install instructions for iOS/Android, direct
deep-link button, and a walkthrough of the scan -> verify -> save
flow. Sidebar entry replaces the old "Scan receipt" tab so the
desktop side picks up the install steps before sending users to
the mobile-only surface.
Scanner layout moves PWA manifest + apple-* meta tags from inline
JSX into Next.js's metadata/viewport exports so the App Router
doesn't try to render a second <head>, fixing a hydration error
that surfaced as two console warnings on the scan page.
Scanner shell gains a centered Port Nimara logo header so the
standalone PWA looks branded when launched from the home screen
without the dashboard chrome.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Documents hub signer status now renders via a label map (`Pending`,
`Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
swaps the "Payment Method" free-text input for a `Select` of labelled
options (`Bank transfer`, `Credit card`, …) so we never store
`bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
helper so values like `waiting_for_signatures` show as
`Waiting For Signatures` (correctly title-cased) instead of being a
lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
renders any unknown outcome as a closed-state badge, preventing a
closed interest from looking open just because its enum was added
upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
`userName` alongside `userId`; the client renders the resolved name
instead of a 36-char UUID. Falls back to `'a teammate'` if the user
row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
with a server-resolved client/company name via a small `useQuery`,
so users can confirm they picked the right billing entity before
submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
card skeleton during the server-component / initial-query window
that previously flashed empty.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- new invoice: push "New Invoice" to mobile topbar, hide the
redundant inline back+title row on mobile.
- scan receipt: dedicated "Take photo" primary button on mobile
(uses input capture="environment" to open the camera directly)
plus "Choose from library" secondary. Drop-zone framing kept on
desktop. Push "Scan Receipt" title to mobile topbar.
Both forms now take their entity title from the topbar and free up
real-estate at the top for actual content.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Five new <EntityCard> files using the shared <ListCard> shell, wired
into each list page's <DataTable> via cardRender. Desktop view
(lg+) is unchanged.
- YachtCard: Ship icon, owner subtitle (User/Building2 icon by
ownerType), dimensions in meters preferred, hull #,
status pill. No accent bar (status is free-text).
- CompanyCard: Building2 icon, legalName subtitle, country (MapPin)
+ tax id (Hash) meta, member/yacht count line.
- BerthCard: Anchor icon, area subtitle (MapPin), dimensions
meta, status pill. Status-encoded accent bar
(emerald=available, amber=under_offer, slate=sold).
- InvoiceCard: FileText icon, client subtitle, due date (Calendar)
meta, prominent currency-formatted amount. Status
accent bar (emerald=paid, orange=overdue, ...).
- ExpenseCard: Receipt icon, category subtitle, expense date meta,
prominent amount, payment-status pill, "Possible
duplicate" pill when duplicateOf is set. Accent bar
by paymentStatus, overridden to amber when flagged
as duplicate.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires the billingEntityType/billingEntityId columns (added in PR 1) through
the invoice validator and service. Clients can now be billed as either a
client or a company; clientName becomes a snapshot derived from the entity
at create time.
- createInvoiceSchema: replace clientName with billingEntity {type,id}
- listInvoicesSchema: add billingEntityType/billingEntityId filters
- createInvoice: resolveBillingEntity helper (tenant-scoped; tx-aware)
falls back to entity primary email/address when not supplied
- listInvoices: honor new billing-entity filters
- updateInvoice: unchanged — billing entity is fixed after create
- invoice wizard step 1: temporary billing-entity id input (Task 10.2
replaces this with a proper picker)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
