Files
pn-new-crm/src/components/shared
Matt Ciaccio 0ed401d083 refactor(clients): drop deprecated yacht/company/proxy columns
PR 13: now that all reads are migrated to the dedicated yacht / company
/ membership entities, drop the columns that mirrored them on `clients`:
companyName, isProxy, proxyType, actualOwnerName, relationshipNotes,
yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M},
berthSizeDesired.

Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE
DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to
apply.

Caller cleanup (zero behavioral change to remaining flows):

- Drops the legacy `generateEoi` flow entirely (route, service function,
  pdfme template, validator schema). The dual-path generate-and-sign
  service from PR 11 has fully replaced it; the route was no longer
  wired to the UI.
- `clients.service`: company-name search column / WHERE / audit value
  removed; search now ranks by full name only.
- `interests.service`: `resolveLeadCategory` reads dimensions from
  `yachts` via `interest.yachtId` instead of the dropped
  `client.yachtLength{Ft,M}`.
- `record-export`: client-summary now lists yachts via owner-side
  lookup (direct + active company memberships); interest-summary fetches
  yacht via `interest.yachtId`. Both PDF templates updated to read
  yacht details from the new entity.
- `client-detail-header`, `client-picker`, `command-search`,
  `search-result-item`, `use-search` hook, `types/domain.ts`,
  `search.service` — drop the companyName badge / sub-label / typed
  field everywhere it was rendered or fetched.
- `ai.ts` worker: drop the company / yacht context lines from the
  prompt (will be re-added later sourced from the new entities).
- `validators/interests.ts`: remove the deprecated public-form flat
  yacht/company fields. The route already ignores them.
- `factories.ts`: drop the `isProxy: false` default.

Tests: 652/652 green; type-check clean. The
`security-sensitive-data` tests use `companyName` / `isProxy` as
arbitrary record keys for a generic util — left unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 13:57:54 +02:00
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