Sales/Operational/Financial are built + verified; Marketing is blocked
on the website cutover (launch-readiness Init 1b), not on code. Rather
than hide the whole reports surface behind a module toggle, keep it live
for beta and 404 the one unbuilt kind so a hand-typed /reports/marketing
URL can't reach the "in development" placeholder. The landing page
already advertises only the three live reports + Custom.
Remove the UNAVAILABLE_NEW_KINDS entry when the Marketing report ships.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Ship-what's-done prep ahead of the prod cutover (launch ~today):
- Hide Financial + Marketing report cards from the reports landing
(both were "Builder in development" placeholders gated on unbuilt
data sources). Sales/Operational/Custom + templates/scheduling/
exports remain live.
- Trim the Custom-report card copy to match the shipped basic builder
(no group-by/filters yet; the builder page header was already honest).
- Hide the Bulk Import mockup from search-nav-catalog + the admin
sections browser; /admin/import is now unreachable from the UI.
- Correct client-facing doc over-claims (waiting-list "next-in-line
notification", Import) in features-list.md + new-system-feature-summary.md.
- Un-stale BACKLOG.md (Documenso phases 2-7 confirmed shipped).
- Log decisions + deferred work (full importer, full custom-builder,
waiting-list, maintenance-log, paper-upload bug) to launch-readiness.md.
Deferred-importer design spec added at
docs/superpowers/specs/2026-06-01-bulk-import-design.md.
Verified: tsc --noEmit clean, eslint clean on changed files,
1512/1519 vitest pass (7 failures are Redis-down, unrelated).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds a "Compare to prior period" toggle to the Sales report header.
When on, the API recomputes the KPI window for the equal-length window
immediately preceding the selected range (previousPeriodBounds) behind
`?compare=1`, and the five window-derived KPI tiles (Won, Lost, Win
rate, Avg time-to-close, New leads) render colour-correct "vs prior"
deltas. Point-in-time tiles (Active interests, Pipeline value) have no
prior-window analogue and intentionally show no delta. The prior-window
query runs in parallel with the main batch and resolves to null when the
toggle is off (zero cost). Toggle state persists in the saved-template
config.
Closes the spec's "period comparison on every report" gap for Sales;
Operational already rendered period-start deltas.
Pure helpers TDD'd: previousPeriodBounds (range.ts) +
computeSalesKpiComparison (sales-comparison.ts), 7 unit tests. tsc +
lint clean.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Bundles the rest of the in-flight work from this UAT round into one
checkpoint. Each sub-area is independent; see the headings below.
UAT polish (drained 11 findings from active-uat.md):
- Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl →
sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews
aren't cramped at 1440-1920px.
- Notes tab badge aggregation: new countFor{Client,Yacht,Company}
Aggregated helpers in notes.service mirror the listFor*Aggregated
symmetric-reach joins. yacht-tabs + company-tabs render the
badge; client-tabs already had badge support.
- Supplemental-info form polish bundle: BrandedAuthShell gains a
`width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of
fixed inset-0 pin so long forms scroll naturally). Form picks up
port branding (logoUrl + backgroundUrl + appName) via
loadByToken. Address fields completed (street + city + region +
postal + country). Port name eyebrow + success-state copy added.
- new-document-menu Upload-file landing toast: per-file completion
emits toast.success with action link to the destination entity
or folder.
- interest-tabs OverviewTab "from client" pill on Email + Phone
rows via new EditableRow `inheritedFrom` prop.
- create-document-wizard subject picker → segmented button strip
(5 types visible at once).
Launch infra:
- UTM column wiring (Init 1b step 4): migration
0089_website_submissions_utm.sql adds utm_source/medium/campaign/
term/content + composite index (port_id, utm_source, received_at)
for per-campaign rollups. website-inquiries intake accepts the
five fields. Residential intake intentionally untouched per audit
scope.
- Invoicing module gate (Init 1c spike): new
invoices-module.service + invoices layout guard + registry entry
invoices_module_enabled (default false). Audit conclusion in
launch-readiness.md: payments table is canonical money path;
/invoices flow is parallel infrastructure now hidden by default.
Smart-back navigation refactor:
- Replaced breadcrumb component with history-aware Back button.
New route-labels.ts + use-smart-back hook +
navigation-history-tracker so back falls through to the parent
route when there's no prior page in history.
- Sidebar / topbar / mobile-topbar adopt the new pattern; old
breadcrumb-store kept for back-compat consumers but the
breadcrumbs component is gone.
- 6 detail pages (admin/errors per-id + codes, invoices/
upload-receipts, reports kind, tenancies detail, analytics
metric, client detail) migrated.
Trackers + docs:
- docs/launch-readiness.md — master pre-launch tracker. Includes
the reports gap audit (cross-cutting filter set, Marketing +
Financial blockers, custom builder remaining entities, scheduled
CSV/XLSX, template scope picker).
- docs/superpowers/audits/active-uat.md — 15 findings flipped
OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining
(each blocked on user input or cross-repo).
- CLAUDE.md — minor session notes carried forward.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
