Matt 0f99f054b3 feat(post-audit): batch A+B quick-wins + audit-side residuals ...

Bundles the user-prioritised follow-ups from the post-audit punch-list.

Batch A — pipeline + EOI safety:
 - §1.1 timeline buildAuditDescription renders diff fields ("leadCategory → hot_lead").
 - §4.13 EOI rejection cascade: notification to assigned rep + audit row + rose banner.
 - §4.10b finish doc-detail: SigningProgress reuse, linked-entity names (server-resolved),
   per-event icons + tooltips + show-more in activity panel.
 - §7.2 stage guidance card replaces empty Payments slot pre-reservation.
 - §4.15 deal-pulse trigger audit (docs/deal-pulse-trigger-audit.md).

Batch B — UX consistency + docs:
 - §1.4 quick log-contact button on interest header.
 - §2.1 contact-log compose: Dialog → Sheet.
 - §7.1 docs/deal-pulse explainer page; /docs/ in PUBLIC_PATHS.
 - DocumentStatus now includes 'rejected' + 'declined' across constants, labels, tone maps.

Audit-side residuals:
 - M-NEW-1 /me/ports skips port-context requirement.
 - M-AU03 audit log CSV export endpoint + UI button.
 - M-IN03 dead receipt-scanner.ts deleted; live path already per-port.
 - M-P01 pg_trgm GIN indexes (migration 0071).
 - §10.1 webhook tests verified passing (was stale).

Deferred per user direction:
 - §11.3 email copy refactor (needs old-CRM reference).
 - M-EM03 IMAP bounce-to-interest linking.

Tests: 1374/1374. tsc + lint clean.

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

2026-05-18 14:22:11 +02:00

..

meta

docs: website cutover runbook + post-execution status snapshot

2026-05-09 18:38:46 +02:00

0000_narrow_longshot.sql

feat: add client_addresses table for multi-address storage

2026-04-14 12:44:11 -04:00

0001_soft_ender_wiggin.sql

feat: add partial unique index for single primary address per client

2026-04-14 12:51:45 -04:00

0002_groovy_excalibur.sql

feat(yachts): add yachts, ownership history, notes, tags schema

2026-04-23 17:51:19 +02:00

0003_opposite_lucky_pierre.sql

feat(companies): add companies, memberships, addresses, notes, tags schema

2026-04-23 17:54:02 +02:00

0004_nasty_warstar.sql

feat(reservations): add berth_reservations schema with partial unique exclusivity

2026-04-23 17:55:53 +02:00

0005_stale_kronos.sql

feat(schema): add yachtId to interests and berth_waiting_list

2026-04-23 17:57:29 +02:00

0006_great_pixie.sql

feat(invoices): add billingEntityType/Id for polymorphic billing

2026-04-23 17:58:52 +02:00

0007_brainy_felicia_hardy.sql

feat(documents): add yachtId/companyId to files and documents

2026-04-23 18:00:12 +02:00

0008_loud_ikaris.sql

refactor(clients): drop deprecated yacht/company/proxy columns

2026-04-26 13:57:54 +02:00

0009_outgoing_rumiko_fujikawa.sql

feat(portal): replace magic-link with email/password + admin-initiated activation

2026-04-26 15:34:02 +02:00

0010_brave_joshua_kane.sql

feat(platform): residential module + admin UI + reliability fixes

2026-04-27 21:54:32 +02:00

0011_red_cargill.sql

feat(platform): residential module + admin UI + reliability fixes

2026-04-27 21:54:32 +02:00

0012_large_zarda.sql

feat(platform): residential module + admin UI + reliability fixes

2026-04-27 21:54:32 +02:00

0013_abnormal_thundra.sql

feat(documents): Phase A schema + service skeletons

2026-04-28 02:12:05 +02:00

0014_black_banshee.sql

feat(insights): Phase B schema + service skeletons

2026-04-28 14:43:01 +02:00

0015_i18n_columns.sql

feat(i18n): country/phone/timezone/subdivision primitives + form wiring

2026-04-28 18:13:08 +02:00

0016_magical_spyke.sql

chore(i18n): drop legacy free-text country/nationality columns

2026-04-28 19:00:57 +02:00

0017_tiny_mercury.sql

feat(ai): per-port token budgets + usage ledger for AI features

2026-04-28 19:53:09 +02:00

0018_stormy_spencer_smythe.sql

feat(gdpr): staff-triggered client-data export bundle (Article 15)

2026-04-28 20:06:31 +02:00

0019_lazy_vampiro.sql

feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes

2026-05-02 00:01:33 +02:00

0020_unusual_azazel.sql

feat(website-intake): dual-write endpoint + migration chain repair

2026-05-04 22:52:33 +02:00

0021_magenta_madame_hydra.sql

feat(website-intake): dual-write endpoint + migration chain repair

2026-05-04 22:52:33 +02:00

0022_medical_betty_brant.sql

feat(website-intake): dual-write endpoint + migration chain repair

2026-05-04 22:52:33 +02:00

0023_omniscient_reaper.sql

feat(website-intake): dual-write endpoint + migration chain repair

2026-05-04 22:52:33 +02:00

0024_normalize_mooring_numbers.sql

feat(berths): normalize mooring numbers to canonical form

2026-05-05 01:59:26 +02:00

0025_berth_pricing_columns.sql

feat(berths): add per-berth pricing + last_imported_at columns

2026-05-05 02:00:46 +02:00

0026_client_contacts_one_primary_per_channel.sql

fix(clients): list contacts join + nationality backfill + col redesign

2026-05-05 02:15:03 +02:00

0027_backfill_nationality_iso_from_phone.sql

fix(clients): list contacts join + nationality backfill + col redesign

2026-05-05 02:15:03 +02:00

0028_interest_berths_junction.sql

feat(db): m:m interest_berths junction + role flags

2026-05-05 02:22:11 +02:00

0029_puzzling_romulus.sql

refactor(interests): migrate callers to interest_berths junction + drop berth_id

2026-05-05 02:41:52 +02:00

0030_berth_pdf_versions.sql

feat(berths): per-berth PDF storage (versioned) + reverse parser

2026-05-05 03:34:24 +02:00

0031_brochures_and_document_sends.sql

feat(emails): sales send-out flows + brochures + email-from settings

2026-05-05 03:38:47 +02:00

0032_brochures_one_default_per_port_and_storage_fixes.sql

fix(audit): post-review hardening across phases 0-7

2026-05-05 04:07:03 +02:00

0033_expense_no_receipt_acknowledged.sql

feat(expenses): streaming expense-PDF export + receipt-less expense flag + audit-3 fixes

2026-05-05 04:38:32 +02:00

0034_normalize_mooring_numbers_broaden.sql

fix(audit-final): pre-merge hardening + expense receipt UI

2026-05-05 05:11:26 +02:00

0035_document_sends_preserve_audit_on_parent_delete.sql

fix(audit-v2): platform-wide post-merge hardening across 5 domains

2026-05-05 05:51:39 +02:00

0036_polymorphic_check_constraints.sql

fix(audit-v2): platform-wide post-merge hardening across 5 domains

2026-05-05 05:51:39 +02:00

0037_missing_fk_indexes.sql

feat(expenses+interests): trip/event grouping (lightweight)

2026-05-05 13:46:54 +02:00

0038_document_sends_sent_by_user_fk.sql

feat(errors): platform-wide request ids + error codes + admin inspector

2026-05-05 14:12:59 +02:00

0039_expense_trip_label.sql

feat(expenses+interests): trip/event grouping (lightweight)

2026-05-05 13:46:54 +02:00

0040_error_events.sql

feat(errors): platform-wide request ids + error codes + admin inspector

2026-05-05 14:12:59 +02:00

0041_role_permissions_edit_keys.sql

fix(audit-verification): regressions found in post-Tier-6 review

2026-05-05 21:19:39 +02:00

0042_missing_fk_constraints.sql

fix(audit-verification): regressions found in post-Tier-6 review

2026-05-05 21:19:39 +02:00

0043_client_archive_metadata.sql

feat(client-archive): smart-archive backend foundation (dossier + archive + restore)

2026-05-06 17:13:08 +02:00

0044_audit_log_severity_source.sql

feat(audit): comprehensive logging — auth events, severity, source, IP

2026-05-06 20:35:34 +02:00

0045_website_submissions_triage.sql

feat(inquiries): triage workflow on the inbox (R2-M2)

2026-05-06 23:48:59 +02:00

0046_partial_archived_indexes.sql

fix(audit): backlog sweep — partial archived indexes, custom-fields per-entity gate, polish

2026-05-07 21:45:42 +02:00

0047_system_settings_nulls_not_distinct.sql

fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs

2026-05-08 02:20:27 +02:00

0048_company_notes_updated_at.sql

fix(notes): add company_notes.updated_at, drop createdAt substitution

2026-05-09 04:14:29 +02:00

0049_user_profiles_first_last_name.sql

feat(profile): first/last name fields + collapse notification preferences

2026-05-09 18:36:31 +02:00

0050_document_folders.sql

feat(documents): document_folders schema + folder_id on documents

2026-05-09 19:12:44 +02:00

0051_documents_hub_split.sql

fix(documents): correct 0051 migration header — backfill ships separately

2026-05-11 11:03:53 +02:00

0052_audit_critical_fixes.sql

feat(db): tighten chk_system_folder_shape, add recommender FK + composite indexes

2026-05-11 13:47:52 +02:00

0053_measurement_units.sql

feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units

2026-05-12 15:28:22 +02:00

0054_user_profiles_username.sql

audit: 33-agent comprehensive audit + critical fixes

2026-05-12 16:52:35 +02:00

0055_user_permission_overrides.sql

audit: 33-agent comprehensive audit + critical fixes

2026-05-12 16:52:35 +02:00

0056_audit_hardening.sql

audit: Tier 1/3/4/5/7 batch — SSE, gates, dedup, URL escape, FK constraints

2026-05-12 17:09:14 +02:00

0057_search_fts_indexes.sql

fix(audit-wave-9): standardize on Sheet for previews; doctrine in CLAUDE.md

2026-05-13 11:50:07 +02:00

0058_portal_password_revocation.sql

fix(audit-wave-11): auth-flow hardening (auth-flow-auditor)

2026-05-13 12:52:17 +02:00

0059_files_client_id_onDelete_setnull.sql

fix(audit-wave-11): file-lifecycle hardening — avatar leak + files FK

2026-05-13 13:06:27 +02:00

0060_documents_invitation_message.sql

feat(documenso-phase-6): activity badges + per-document invitation message

2026-05-13 14:17:39 +02:00

0061_supplemental_form_tokens.sql

feat(supplemental-info): pre-EOI public form flow

2026-05-14 03:36:56 +02:00

0062_pipeline_refactor.sql

feat(pipeline): 9→7 stage refactor + v1.1 hardening wave

2026-05-14 03:39:21 +02:00

0063_contact_log_voice_template.sql

feat(pipeline): 9→7 stage refactor + v1.1 hardening wave

2026-05-14 03:39:21 +02:00

0064_payments_permission.sql

feat(permissions): carve out dedicated payments resource

2026-05-14 03:46:01 +02:00

0065_predeploy_schema.sql

feat(schema): berths.archived_at + clients.source_inquiry_id + email_bounces

2026-05-14 15:33:20 +02:00

0066_normalize_legacy_status_override.sql

fix(audit): A1/A2/A4/A6/A8/A9/A16/A17/A19/A20 from 2026-05-15 sweep

2026-05-15 01:12:20 +02:00

0067_dimensions_criterion_copy.sql

fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish

2026-05-18 13:28:50 +02:00

0068_documenso_numeric_id.sql

fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish

2026-05-18 13:28:50 +02:00

0069_interest_notes_pipeline_stage.sql

fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish

2026-05-18 13:28:50 +02:00

0070_h01_fk_on_delete.sql

fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish

2026-05-18 13:28:50 +02:00

0071_pg_trgm_search_indexes.sql

feat(post-audit): batch A+B quick-wins + audit-side residuals

2026-05-18 14:22:11 +02:00