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>
Admin search now matches against per-card keyword lists so typing
"client portal", "smtp", "tier ladder" lands on the System Settings card
(which hosts those flags). The same keyword list extends the topbar
global search (NAV_CATALOG) so any setting key resolves from the cmd-K
input — settings results sort to the bottom of the dropdown beneath
entity hits.
User management:
- Third action button (Power/PowerOff) enables/disables sign-in from the
desktop list; mobile card dropdown gains the same item. Backed by the
existing userProfiles.isActive flag — withAuth already refuses
disabled sessions with 403.
- UserForm collects first + last name (canonical) alongside displayName,
with admin email-change behind a confirmation modal. On confirm we
send the OLD address an automated "your admin changed your sign-in
email" notice (new template at admin-email-change.ts) and rewrite
the Better Auth user row.
- Phone field swaps the bare tel input for the shared PhoneInput
(country combobox + AsYouType formatting + E.164 storage).
- "Manage permissions" link points to /admin/roles?focusUser=… as
a stepping stone for the future fine-tuned-permissions UI.
Role names normalize through a new ROLE_LABELS + formatRole() helper
in constants.ts. Replaces the ad-hoc humanizeRole in sidebar and the
prettifyRoleName in role-list; user-list and user-card now render
"Sales Agent" instead of "sales_agent". Custom roles pass through
unchanged.
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>
The /documents/files page rendered a storagePath-prefix folder tree
disconnected from document_folders. Replaced by the unified hub
(Task 15). 301 redirect catches stray bookmarks. file-browser-store
repurposed to hold the document_folders.id selection.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mobile UX:
- Hide ColumnPicker on `< sm` viewports (cards, no columns to toggle).
- Hide kanban toggle in interest list on mobile and snap viewMode back
to 'table' if the persisted choice was 'board'.
- Drop dead "Inbox" link from the More-sheet (email/IMAP feature is
deferred per sidebar.tsx note).
- Repoint Notifications nav from `/notifications` (no page.tsx — 404)
to `/notifications/preferences` and re-label as "Notification
preferences" (the bell stays the surface for actual notifications).
- Hide Website Analytics on both desktop sidebar and mobile More-sheet
when Umami isn't configured for the port (`useUmamiActive()`).
Interests:
- New `<StageLegend>` popover button in the filter row decodes the
card stripe colours to pipeline stage names, kept in sync with
`STAGE_DOT` automatically.
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 the topbar's separate AlertBell + NotificationBell with a
single Inbox popover that tabs between alerts and notifications.
NotificationBell keeps a popover-gate so it doesn't fire its list
fetch when Inbox is mounted alongside it.
Extracts the user dropdown into <UserMenu> and moves the port
switcher + role label + theme toggle into the sidebar footer so
the topbar can reclaim space for breadcrumbs and command search.
Adds dedicated Insights / Receipts nav sections in the sidebar
(scaffolds the website-analytics + upload-receipts entry points).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Trimmed two surfaces that didn't earn their nav weight:
- The /[port]/documents/eoi route added in the previous commit was
redundant with the per-interest EOI status milestones already on
the interest detail and the existing eoi_queue tab inside the
Documents hub. Removed the route + the "EOI queue" sidebar entry.
- The Alerts sidebar entry was promoting a mostly-empty page that
duplicated the dashboard alert rail. Dropped the entry; the
/[port]/alerts route stays accessible via the dashboard rail's
"View all" link and the topbar bell, which is enough for the
audit-trail use case.
While testing the EOI tab, found and fixed a real bug: usePaginatedQuery
was producing malformed URLs like `…?tab=eoi_queue&signatureOnly=true?page=1&limit=25`
(two `?` separators) when the endpoint string already carried query
params. The API rejected those with 400, so the EOI tab in the
documents hub was silently broken. The hook now uses `&` when the
endpoint already contains a `?`.
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>
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>
User feedback: the circular toggle floating off the sidebar's right
edge looked tacked-on. Replaced with a flush full-width row above the
user footer (right-aligned 'Collapse <' chip when expanded; centered
chevron when collapsed). Same nav-item hover treatment so it merges
visually with the sidebar palette. The <aside> no longer needs to
host an overhanging button.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Code-review follow-up to PR10b-e:
- DetailHeaderStrip + KPITile: border-slate-200 → border-border so dark
mode doesn't paint a bright halo around the gradient strip.
- Topbar avatar: ring-white → ring-background so the 2px ring tracks
the surface (matches the sidebar footer pattern).
- KpiTileSkeleton stripe: bg-slate-100 → bg-muted for parity with
shadcn skeleton tokens in dark mode.
- Sidebar <aside>: add `relative` so the absolute-positioned
collapse-toggle button anchors to the sidebar itself rather than
the nearest positioned ancestor.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The collapsed-state user-footer renders a Tooltip that was outside the
TooltipProvider — the provider only wrapped the nav. Once the sidebar
toggled to collapsed, the footer Tooltip threw "Tooltip must be used
within TooltipProvider", surfacing as console errors in exhaustive
click-through tests.
Move TooltipProvider up one level so every Tooltip in the sidebar tree
(nav items + user footer) is covered.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
SettingsFormCard
- Parent components pass `FIELDS.slice(...)` inline, so the prop reference
changes on every render. The fetch callback's useCallback re-created
itself, useEffect re-fired, and loading flicker meant the form never
rendered. Capture fields in a ref so the callback is stable.
Sidebar
- Show real user name + avatar initial from session/profile, replacing
the hardcoded "User Name" / "U" placeholder.
- Default the admin-section to expanded so its items are reachable on
first page load (was collapsed behind a chevron).
Dashboard layout
- Pass {name, email} from the session/profile through to <Sidebar />.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
