Files
pn-new-crm/docs
Matt c7dbe0bb10 docs: lock Reports page + Tenancies module designs
docs/reports-page-design.md: ~400 lines covering
- Routing: /{portSlug}/reports landing + builder/templates/runs/schedules
- 3 new tables (report_templates_shared, report_runs, report_schedules)
  with full schema + indexes
- API surface (12 routes) gated on reports.export / reports.admin
- BullMQ queues (reports-render, reports-email) + cron scheduler
- UI plan for landing + two-panel builder + 3 sub-pages
- Quick-path dashboard button rewire
- 7-PR phased plan (~43h total)

docs/tenancies-design.md: ~350 lines covering
- Vocabulary split (Reservation vs Tenancy)
- Platform-wide module-enabled rule (auto-flips on first insert,
  admin Operations toggle, warning on disable)
- Rename migration berth_reservations -> tenancies + self-FKs
- Tenure-type behaviour matrix (renewals + public-map flip)
- Transfer flow (end + mint linked rows)
- 3 new perms (view/manage/cancel)
- Webhook auto-create branch (gated)
- Public-map status precedence (permanent-class only)
- Sidebar entry + top-level page + entity-tab CTAs
- All 4 reporting widgets (module-gated)
- Service layer additions
- API surface (10 routes)
- 7-PR phased plan (~42h total)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 03:54:32 +02:00
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