Step 3 schema additions per PRE-DEPLOY-PLAN § 1.4.
berths.archived_at (+ archived_by, archive_reason) — soft-delete column
so retired moorings can be hidden from the public feed and admin lists
without losing historical interest joins. Partial index `idx_berths_active`
on (port_id) WHERE archived_at IS NULL keeps the active-only list path
fast. Already wired:
- /api/public/berths and /api/public/berths/[mooringNumber] now filter
out archived rows.
- berths.service.listBerths defaults to active-only with an
?includeArchived=true escape hatch for the archive bin.
clients.source_inquiry_id — text column with ON DELETE SET NULL FK to
website_submissions(id). Preserves the linkage from a website inquiry
to the client that came out of the "Convert to client" triage flow
(P-4.5). Drives the conversion-funnel-by-source chart (Step 6). The
Drizzle column ships without `.references()` to avoid the cross-file
circular import; the FK lives in the migration SQL.
email_bounces table — bounce-monitoring storage. The DSN poller worker
(forthcoming, depends on this table existing) writes one row per parsed
bounce; consumers join via (original_send_type, original_send_id).
Three secondary indexes cover the expected access patterns (port +
recent bounces; lookup by bounced address; lookup by original send).
Schema additions plus the migration SQL are ready for `pnpm db:push`
(or the migration runner once its journal is backfilled — separate
concern, journal currently stops at 0042 despite migrations through
0065 existing on disk).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Single coherent commit completing § 1.1 (hot-path correctness) plus
§ 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now
self-consistent across dashboard / kanban / hot deals / PDF reports.
## Active-interest sweep (canonical predicate everywhere)
Routed every "active interest" filter through `activeInterestsWhere`
(commit b966d81 helper). The helper enforces port-scoping + archivedAt
IS NULL + outcome IS NULL — strict definition, won is closed.
Touched sites:
- src/lib/services/reminders.service.ts:digestPort — no longer fires
reminders for won/lost/cancelled deals
- src/lib/services/berths.service.ts:getLatestInterestStageByBerth
- src/lib/services/client-archive-dossier.service.ts (next-in-line
others lookup)
- src/lib/services/client-archive.service.ts (remaining-under-offer
recount before flipping berth back to available)
- src/lib/services/client-restore.service.ts (yacht-usage check)
- src/lib/services/interests.service.ts:listInterestsForBoard +
getInterestStageCounts + the "others on same berth" lookup —
kanban / board now exclude terminal deals
- src/lib/services/report-generators.ts: fetchPipelineData,
fetchRevenueData stage breakdowns, top-N interests
## Pipeline-value currency conversion
`getKpis()` now fetches the port's defaultCurrency from `ports` and
converts each berth's `priceCurrency`→port-default via
`currency.service`. Returns `pipelineValue` + `pipelineValueCurrency`
instead of the lying `pipelineValueUsd`. Missing rates fall through to
raw amount summing (so the tile still shows an approximate number) —
behind a follow-up to surface a "rates incomplete" indicator.
3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile.
## Occupancy = sold only
Both the dashboard KPI tile and the revenue-report PDF occupancy data
now count only `berth.status='sold'`. `under_offer` is a hold, not
occupation. The analytics timeline switches from
`berth_reservations`-derived to a cumulative-won-deals derivation via
`interests.outcome='won' AND outcome_at::date <= day` — same source of
truth, historical shape preserved.
## Revenue PDF two-card layout
Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary
section now renders both:
- "Completed revenue (won)" — money in the bank
- "Forecast revenue (pipeline-weighted)" — expected pipeline value
Pipeline weights resolve from `system_settings.pipeline_weights`
(per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF
and dashboard forecast tiles reconcile.
## Multi-berth EOI mooring (4.5)
Documenso `Berth Number` form field now carries the formatBerthRange
output for BOTH single- and multi-berth EOIs. Single-berth output is
byte-identical to the legacy primary-only path
(`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render
the full range ("A1-A3, B5") in the existing field instead of being
silently dropped against a nonexistent `Berth Range` field.
Dropped:
- `'Berth Range'` from the Documenso formValues payload + TS type
- `setBerthRange()` helper from fill-eoi-form.ts (now redundant)
- The "missing Berth Range AcroForm field" warning log
Updated CLAUDE.md to reflect — no Documenso admin template change
needed.
## Tests
- Updated `documenso-payload.test.ts` — new fixture asserts
formatBerthRange output flows into Berth Number; multi-berth case
added.
- Updated `analytics-service.test.ts:computeOccupancyTimeline` —
fixture creates a won interest instead of a reservation.
- Updated `alerts-engine.test.ts:interest.stale` — fixture stage
switched from dead `'in_communication'` to canonical `'qualified'`.
- Updated `report-templates.test.tsx:revenue` — fixture carries
`totalForecast` + `pipelineWeights` to match new RevenueData.
1373/1373 vitest pass. tsc + eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Address the CRITICAL + high-leverage HIGH items from the types-auditor:
**C1 — `tx: any` in client-restore.service**
Export a canonical `Tx` type from `lib/db/utils.ts` (derived from
Drizzle's `db.transaction` callback shape) and use it in
`applyReversal` so the 12+ downstream tx writes get full inference.
**C2 — berth-detail page stacked `useQuery<any>` escape hatches**
Export `BerthDetailData` from berth-detail-header and consume it
through useQuery + apiFetch. Removed three `any` escapes in the
highest-traffic detail page. Also collapsed the duplicate `BerthData`
in berth-tabs.tsx to import from berth-detail-header so the two
types can't drift.
**C3 — parseBody migration for portal/public routes**
Replace raw `await req.json() + schema.parse(body)` with the
project-standard `parseBody(req, schema)` helper across 7 routes:
- portal/auth/{change-password, activate, reset-password}
- auth/set-password
- public/{interests, residential-inquiries}
Skipped the three anti-enumeration routes (forgot-password, sign-in,
sign-in-by-identifier) where the manual validation gives opaque
errors on purpose. website-inquiries already wraps the parse in a
custom 400 — left as-is.
**HIGH #5 — `toAuditJson<T>` helper (21 → 0 inline casts)**
Introduce `toAuditJson<T extends object>(row: T): Record<string,
unknown>` in lib/audit.ts (mirrors gdpr-bundle-builder's `toJsonRow`
that already exists for the same reason). Codemod 21 `<row> as unknown
as Record<string, unknown>` sites across:
- invoices.ts × 6
- expenses.ts × 6
- berths.service × 2
- documents.service × 2
- ocr-config.service × 2
- ai-budget.service × 2
- yachts.service, companies.service, company-memberships.service × 1 each
document-templates' `payload as unknown as Record<...>` is a different
shape (Documenso form-values widening, not an audit log) — kept the
manual cast there. Tests stay 1315/1315.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mobile + responsive
- berth-form full-width on phones (was 480px fixed → overflowed iPhone)
- currency-input switched to inputMode=decimal with live thousands separator
- client-form Country/Timezone/Source/Preferred-Contact full-width <sm
- contacts row restructured so Primary toggle + Remove get their own strip
- customize-dashboard footer stacks vertically on mobile; Done full-width
- interest-form client/berth pickers no longer cmdk-filter on UUID (typing
"Carlos" now returns Carlos Vega instead of "No clients found")
Data + consistency
- SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces
now resolve interest/client source from one place
- INTEREST_OUTCOMES adds lost_other (picker, badge, timeline)
- Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort
- archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles
- TableBody last-row uses border-b-0 (not border-0); colored left-accent
on the bottom berth row now renders
- Hide Invite-to-Portal until port setting === true (was !== false default-show)
- OwnerPicker primer query resolves entity name on first paint (no more
UUID flash before the popover opens)
Terminology
- Replaced user-facing "Documenso" with "signing service" / "Generated EOI" /
"Manual EOI" in 8 components (admin/internal references kept)
- Plainer status-change copy on berth-detail-header
Forms + editing
- InlineEditableField gained a `date` variant (native picker); applied to
company incorporation date and ready for other YYYY-MM-DD plaintext fields
- Inline source picker on interest-tabs detail (was free text)
- TagPicker self-hides when port has no tags AND nothing is selected
- New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom)
- Compose dialog follow-up is now a toggle that reveals datetime picker
Pipeline milestones
- changeStageSchema accepts optional milestoneDate; service stamps it on the
matching date column instead of always using now
- MilestoneAdvanceButton popover collects a back-date before stage advance
- Applied to every "Mark X manually" surface on the interest overview
EOI / linked-berths polish
- Add-bypass row aligned inline with toggle descriptions
- Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their
legal vs. public-map consequences
Surfaces
- Companies list now has the column picker + persisted hidden-column prefs
- NotesList aggregate flag enabled on clients, companies, residential_clients
(yachts already aggregated)
ft/m unit toggle (interim, before drift fix)
- "Berth size desired" gets a section-level ft/m toggle; per-field hint shows
the converted value. Storage stays canonical-ft for now; the drift-safe
persistence migration is the next step.
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>
Drizzle SQL template was running `\d+$` through JS string-literal
escape rules, eating the backslash and matching every character class
\d alias instead of digits. Berths sorted lexically (A1, A10, A11,
A2, …) instead of by trailing number. Switch to `[0-9]+$` POSIX form
which survives the escape pass intact.
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>
Aligns the berths schema with the 117 production rows in NocoDB and exposes
every field for editing via the BerthForm sheet.
Schema (migration 0020):
- power_capacity / voltage / nominal_boat_size / nominal_boat_size_m: text -> numeric
(NocoDB stores plain numbers; text was wrong shape and broke filter/sort)
- ADD status_override_mode text (1/117 legacy rows have a value; carried
forward for parity but not yet wired into the UI)
- USING NULLIF(TRIM(...), '')::numeric so legacy whitespace and empty
strings convert cleanly
Validator + service:
- updateBerthSchema / createBerthSchema use z.coerce.number() for the
four numeric fields
- berths.service stringifies numeric values for Drizzle's numeric type
Form (src/components/berths/berth-form.tsx):
- adds: nominal boat size (ft/m), water depth (ft/m) + "is minimum" flag,
side pontoon, cleat type/capacity, bollard type/capacity, bow facing
- converts to typed selects (with NocoDB option lists in src/lib/constants):
area, side pontoon, mooring type, cleat type/capacity, bollard type/capacity,
access
- power capacity / voltage become numeric inputs (with kW / V hints)
Permissions (seed.ts + dev DB):
- sales_manager and sales_agent: berths.edit false -> true
("sales will sometimes have to update these and I cannot be the only one")
- super_admin / director already had it; viewer stays read-only
- dev DB updated in-place via UPDATE roles ... jsonb_set
Verification:
- pnpm exec vitest run: 858/858 passing
- pnpm exec tsc --noEmit: same 36 errors as baseline (all pre-existing
on feat/mobile-foundation, none introduced)
- lint clean
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1. HIGH — reminders.create/updateReminder accepted clientId/interestId/
berthId from the body and persisted them with no port check; getReminder
then hydrated the row via Drizzle relations (no port filter on the
join), so a port-A user with reminders:create could exfiltrate any
port-B client/interest/berth row by guessing its UUID. New
assertReminderFksInPort gates create + update.
2. HIGH — listRecommendations(interestId, _portId) discarded portId
entirely; the route GET /api/v1/interests/[id]/recommendations
forwarded the URL id straight through. A port-A user with
interests:view could read any other tenant's recommended berths
(mooring numbers, dimensions, status). Service now verifies the
interest belongs to portId and joins berths filtered by port.
3. HIGH — Berth waiting list. The PATCH route did not pre-check that
the berth belonged to ctx.portId — a port-A user with
manage_waiting_list could reorder a port-B berth's queue. Separately,
updateWaitingList accepted arbitrary entries[].clientId and inserted
them without verifying tenancy, polluting the table with foreign-port
FKs. Both gaps closed.
4. MEDIUM — setEntityTags (clients/companies/yachts/interests/berths)
accepted any tagId and inserted into the join table. The tags table
is per-port but the join only carries a single-column FK. The
downstream getById join `tags ON join.tag_id = tags.id` has no port
filter, so a foreign tag's name + color render in the requesting port.
Helper now batch-validates tagIds belong to portId before insert.
5. MEDIUM — /api/v1/custom-fields/[entityId] PUT had no withPermission
gate (any role, including viewer, could write) and didn't validate
that the URL entityId pointed at a port-scoped entity of the field
definition's entityType. Route now uses
withPermission('clients','view'/'edit',…); service validates the
entityId per resolved entityType (client/interest/berth/yacht/company)
against portId.
Test mocks updated to cover the new entity-port-scope check.
818 vitest tests pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The same `interface AuditMeta { userId; portId; ipAddress; userAgent }`
was duplicated in 26 service files. Move the canonical definition into
`@/lib/audit` next to the related types and update every service to
import it. `ServiceAuditMeta` (the alias used in invoices.ts and
expenses.ts) collapses into the same name.
Tag CRUD across clients/companies/yachts/interests/berths followed an
identical wipe-then-rewrite recipe with two latent issues: the delete
and insert weren't wrapped in a transaction (a partial failure left
the entity with zero tags) and the audit-log payload shape diverged
(`newValue: { tagIds }` for clients/yachts/companies but
`metadata: { type: 'tags_updated', tagIds }` for interests/berths).
Extract `setEntityTags` in `entity-tags.helper.ts` that performs the
delete+insert inside a single transaction, normalizes the audit payload
to `newValue: { tagIds }`, and dispatches the per-entity socket event
through a switch so `ServerToClientEvents` typing stays intact.
The five `setXTags(...)` service functions now do parent-row tenant
verification and delegate the join-table work + side effects.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
