Files
pn-new-crm/src/components
Matt 153f6ac797 fix(audit-wave-9): unified template token picker with custom-field group
Build a shared <TemplateTokenPicker> that renders the canonical
MERGE_FIELDS catalog grouped by scope, plus a dynamically-fetched
"Custom (port-specific)" group surfaced from /api/v1/admin/custom-fields.
The custom group is filtered to entity types the resolver actually
expands at send time (client/interest/berth - see
mergeCustomFieldValues in document-sends.service).

Wire it into both consumers:
- admin/document-templates/template-form.tsx (replaces TEMPLATE_VARIABLES
  list which had drifted from the canonical catalog)
- admin/sales-email-config-card.tsx (replaces flat alphabetical dump)

Closes custom-fields §B "UI surfacing of {{custom.…}} tokens".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 11:57:37 +02:00
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