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 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>
Five small fixes from the third audit pass on previously-unchecked surfaces:
Yacht detail header (mobile):
- Stack the action cluster (Edit / Transfer / Archive) below the title
block on phone widths. Previously the three buttons crowded the right
side enough to truncate the status pill to "A..." and force the owner
name to wrap to two lines. Same fix that landed for berth / client /
company headers.
Company detail header (mobile):
- Same mobile stacking fix; legal-name + Tax-ID metadata no longer
wraps awkwardly.
Company detail Incorporation Date (all viewports):
- Strip the time portion of the ISO timestamp before passing to the
inline editor. Previously rendered the raw "2019-03-14T00:00:00.000Z"
Postgres-serialized form. Now reads "2019-03-14" and round-trips
through the YYYY-MM-DD inline editor cleanly.
Reminders list filter row:
- Allow flex-wrap on the My/All tabs + status filter + priority filter
cluster. At 390px, the priority filter dropdown was being pushed off
the right edge of the screen.
Client detail tab counts:
- Add interestCount + noteCount to getClientById response, surface as
badges on the Interests + Notes tabs. Brings them into parity with
Yachts/Companies/Reservations/Addresses which already showed counts;
Files + Activity are still stubs and don't get a count yet.
Verification: 0 tsc errors, 926/926 vitest passing, lint clean.
Out of scope (deferred):
- Residential clients / interests pages still render plain HTML tables
on phone widths (header columns clip at the right edge). Needs the
DataView card-on-mobile treatment that the main /clients and
/interests pages already have. Substantial separate work.
- Phone contacts in the legacy seed have value set but valueE164 NULL,
so InlinePhoneField shows "—" even though metadata is technically
populated. Fix is a one-time backfill via libphonenumber-js, not a
UI change.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three new <EntityCard> files using the shared <ListCard> shell, wired
into each list page's <DataTable> via cardRender.
- ReminderCard: Bell icon, related-entity subtitle (User/Anchor/
FileText icon by entity type), due-date meta with
past-due flag, accent bar (rose=past-due,
amber=pending, slate=snoozed, emerald=done).
Snooze/Complete/Edit/Delete in actions menu.
- AuditLogCard: Action icon (Plus/Pencil/Trash2/Eye), entity
title, "{verb} by {actor}" subtitle, timestamp
meta, optional changed-field chip line. Accent
bar by action (created=emerald, updated=blue,
deleted=rose). Immutable, no actions menu.
- UserCard: Initials avatar, displayName/email, role meta
(Shield icon), last-login distance, "Inactive"
pill when deactivated. Accent bar (violet=
super_admin, slate=inactive, none=active).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
