Matt 0ed03fcd7f feat(uat-batch): Group P — nested document subfolders phases 2/3 ...

P56 from the 2026-05-21 plan. Foundation (phase 1) shipped in e91055f.

Shipped:
  - **UploadZone scope radio.** <FileUploadZone> accepts an optional
    `interestId` prop. When set (currently passed from
    InterestDocumentsTab) the upload-zone surfaces a small fieldset:
    "File at: ⦿ This deal | ◯ Client-level (all deals)". Default is
    deal-scope so reps don't accidentally surface deal-specific docs
    across every historical interest of the client. The interest FK
    is forwarded to /api/v1/files/upload only when "This deal" is
    selected; client-level uploads omit it and land at the client
    folder.
  - **Outcome → folder rename lifecycle hook.** New
    `renameInterestFolderForOutcome(interestId, portId, outcome)` in
    document-folders.service. Strips any prior outcome suffix from
    the folder name (so re-running on a lost→won flip doesn't
    accumulate parens) and appends `(Won)` / `(Lost)` / `(Cancelled)`.
    Fired fire-and-forget from interests.service.setInterestOutcome
    via dynamic import to dodge the circular dep with this module's
    primary-berth label resolver. No-op when the folder hasn't been
    created yet (first upload happens later).
  - **Backfill script.** scripts/backfill-nested-document-folders.ts
    iterates every (port_id, interest_id) pair in `files` that has
    a non-null interest_id and calls ensureEntityFolder so the
    nested `Clients/<Name>/Deal …/` folder exists. Idempotent —
    `ensureEntityFolder` short-circuits when the folder is already
    there. Per-port advisory lock (FNV-1a of port_id) keeps two
    operators from racing. Dry-run by default; `--apply` to commit.

Deferred:
  - listFilesAggregatedByEntity rewrite to show "This deal" vs "From
    client" subheadings — UI polish; the per-row filing already
    happens correctly via the upload-zone scope radio.
  - Documents Hub tree rendering for nested interest folders — the
    folder rows already exist with `parent_id` set; the tree
    component picks them up automatically.

Verified: tsc clean, vitest 1454/1454.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

2026-05-21 23:43:55 +02:00

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