Address the highest-impact items from the copy-auditor's CRITICAL +
HIGH + MEDIUM bands:
**C2 portal raw-status leak**
- Drop the staff-only `leadCategory` chip from the portal interests
page entirely. Privacy + optics: clients should never see "hot lead"
in their own portal. `eoiStatus` was already wrapped in
`portalSigningLabel`; only the categorical chip remained.
**C3 signing-status label drift**
- Add `src/lib/labels/document-status.ts` as the single source of
truth for the {draft, sent, partially_signed, completed, expired,
cancelled} lifecycle: labels (CRM + portal variants), StatusPill
variant, and the "active / in-flight" set.
- Wire it into interest-eoi-tab, interest-contract-tab,
interest-reservation-tab — they previously redefined identical
STATUS_LABELS / ACTIVE_STATUSES blocks per-file.
**H1 + M3 verbiage codemod**
- `Save Changes` → `Save changes` (sentence case, matches the
surrounding admin/CRM pattern).
- `Saving...` (ASCII three dots) → `Saving…` (Unicode ellipsis).
Matches the project's UTF-8-elsewhere convention and reads
correctly via screen-readers.
**M1 envelope jargon → signing request**
- smart-archive-dialog: "Leave envelope pending" → "Leave signing
request pending"; "Void the signing envelope" → "Cancel the signing
request"; section header updated to match.
- document-detail: "voids the signing envelope" → "cancels the signing
request".
- bulk-archive-wizard: "leave invoices/signing envelopes alone" →
"leave invoices/signing requests alone".
- Documenso admin page intentionally keeps `envelope` (dev/integration
vocabulary).
**M5 Hot Lead casing**
- Normalize `Hot Lead` / `General Interest` / `Specific Qualified` to
sentence case in `constants.ts` LABEL_OVERRIDES and all per-file
lead-category maps so the CRM trend (sentence case) is consistent.
**C1 surface-level rename**
- "Linked prospect (optional)" → "Linked interest (optional)" on the
berth status-change dialog.
- "Deal Documents" tab → "Interest Documents" (URL/route kept as
`/deal-documents` to avoid breaking deep links; rename deferred).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Swap the one outlier (client-interests-tab.tsx) from Vaul Drawer to
Sheet side=right so every detail-preview surface uses the same
primitive. Document the doctrine: Sheet for side panels on both desktop
and mobile; Vaul Drawer reserved for mobile-only bottom-sheet UX
(currently just MoreSheet).
Closes ui/ux M11.
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>
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>
