Files
pn-new-crm/.gitignore
Matt 3ffee79f3f feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones
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>
2026-05-12 14:50:58 +02:00

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node_modules/
.next/
.nuxt/
.worktrees/
.env
.env.local
.env.production
*.pem
*.key
drizzle/*.sql
coverage/
.turbo/
out/
dist/
test-results/
playwright-report/
nginx/certs/
tsconfig.tsbuildinfo
.playwright-mcp/
docker-compose.override.yml
.remember/
.DS_Store
# Root-only ad-hoc EOI scratch dir; routes under src/app/.../eoi/ must NOT match.
/eoi/
# Brainstorming companion mockup files
.superpowers/
# Ad-hoc screenshots / scratch artifacts at repo root
/*.png
/*.jpg
# Local-only dashboard widget-combo screenshots — regenerated by manual testing
/combos/
# Legacy Nuxt portal — kept on disk for reference, not tracked here
/client-portal/
# Sister marketing site — separate Nuxt project, not part of CRM tracking
/website/
# Mobile audit screenshots — generated locally, regenerable
/.audit/
/.audit-screenshots/
# Migration script output (CSV reports, transcripts)
.migration/
# Tool caches / runtime state
/.claude/
/.serena/
/ruvector.db
# Filesystem storage backend root (FilesystemBackend default location)
/storage/
# Private credentials + forensic captures — never commit
/private/
# Local berth-PDF + brochure samples used as upload fixtures during dev.
/berth_pdf_example/