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>
Reps no longer have to copy/paste UUIDs into the New-document wizard.
Three UUID inputs replaced:
- Template id Input → DocumentTemplatePicker (queries /api/v1/document-templates
with name search; filters to isActive=true)
- Uploaded file id Input → inline FileUploadZone (drop or browse PDF; surfaces
the uploaded file id directly to the wizard via the new onUploadComplete
signature)
- Subject id Input → conditional picker: ClientPicker / CompanyPicker /
YachtPicker / InterestPicker depending on the subject-type dropdown.
Reservation falls back to Input for now (no ReservationPicker yet).
Other polish in the wizard:
- SIGNER_ROLES labels capitalized in the role select (client → Client, etc.)
via a formatSignerRole() helper. Internal values stay lowercase.
- Pinned h-9 on Select triggers so the type/subject row + signer-role select
vertically align with their adjacent inputs.
- Subject-type change now resets subjectId — picker options are type-specific
and a stale id from a different entity table would be invalid.
Infrastructure for hub uploads (will be consumed in a follow-up dropdown +
drag-drop pass):
- /api/v1/files/upload route now parses folderId from FormData (schema
already supported it).
- FileUploadZone accepts a folderId prop and forwards it, plus a new
onUploadComplete(file) callback shape that surfaces { id, filename } on
each successful upload. Existing per-entity callers (Files tab on clients,
companies, yachts, interests) ignore the arg, no behaviour change.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
