Phase 3b — EOI dialog field overrides:
- New EoiOverridesInput shape (clientEmail / clientPhone / yachtName)
threaded through generate-and-sign validator + both pathways
(in-app pdf-lib fill, Documenso template generate).
- src/lib/services/eoi-overrides.service.ts applies side-effects in one
transaction: useOnlyForThisEoi writes documents.override_* and stops;
setAsDefault demotes the prior primary + promotes (existing contactId)
or inserts + promotes (fresh value); neither flag inserts a non-primary
client_contacts row for future dropdown reuse.
- Document override columns persisted post-insert, with a 1-minute
source_document_id backfill on freshly inserted contact rows.
- eoi-context route returns available.{emails, phones} so the dialog
can render combobox options.
- <OverridableContactField> in eoi-generate-dialog.tsx renders the
combobox + manual input + 2 checkboxes per field with mutually
exclusive intent semantics.
Phase 3c — yacht spawn from EOI dialog:
- YachtForm gains createExtras + onCreated callbacks; the EOI dialog
opens it as a nested Sheet pre-filled with the linked client as owner.
On save the new yacht is stamped source='eoi-generated' and the
interest is PATCHed with the new yachtId so the EOI context reflows.
Phase 3d — promote-to-primary + audit + [EOI] badge:
- POST /api/v1/clients/:id/contacts/:contactId/promote-to-primary
(transactional demote+promote via promoteContactToPrimary).
- src/lib/audit.ts AuditAction type adds eoi_field_override,
promote_to_primary, eoi_spawn_yacht (DB column is free-text).
- ContactsEditor surfaces an [EOI] badge on non-primary rows where
source='eoi-custom-input'.
Phase 4 — worker + TOD picker:
- processOverdueReminders refactored to UPDATE...RETURNING with a
fired_at IS NULL gate so parallel workers can't double-fire. Uses
the idx_reminders_due_unfired partial index from migration 0072.
- /settings gets a "Default reminder time" time-of-day picker; the
value lands in user_profiles.preferences.digestTimeOfDay (validated
HH:MM at the route). <ReminderForm> seeds its dueAt from this
preference via a React-Query me-prefs fetch.
Phase 6 hardening:
- IMAP bounce poller strips whitespace from IMAP_PASS so a copy-paste
of Google Workspace's 16-char App Password formatted as
"abcd efgh ijkl mnop" still authenticates. Workspace activation
procedure documented in MASTER-PLAN §Phase 6 (was previously written
to CLAUDE.md, which was bloat — moved to the plan).
Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
67 lines
2.6 KiB
TypeScript
67 lines
2.6 KiB
TypeScript
import { z } from 'zod';
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import { baseListQuerySchema } from '@/lib/api/list-query';
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export const ownerRefSchema = z.object({
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type: z.enum(['client', 'company']),
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id: z.string().min(1),
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});
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// Numeric columns on the yachts table accept a stringified decimal or
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// null. The form posts empty strings for unfilled fields, which Postgres
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// rejects with `invalid input syntax for type numeric: ""`. Strip empty
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// strings here so the service can confidently `?? null` them.
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const optionalNumericString = z
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.string()
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.optional()
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.transform((v) => (v === '' || v === undefined ? undefined : v));
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export const createYachtSchema = z.object({
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name: z.string().min(1).max(200),
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hullNumber: z.string().optional(),
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registration: z.string().optional(),
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flag: z.string().optional(),
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yearBuilt: z.number().int().min(1800).max(2100).optional(),
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builder: z.string().optional(),
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model: z.string().optional(),
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hullMaterial: z.string().optional(),
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lengthFt: optionalNumericString,
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widthFt: optionalNumericString,
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draftFt: optionalNumericString,
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lengthM: optionalNumericString,
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widthM: optionalNumericString,
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draftM: optionalNumericString,
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owner: ownerRefSchema, // required; yacht must have an owner
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status: z.enum(['active', 'retired', 'sold_away']).optional().default('active'),
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notes: z.string().optional(),
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tagIds: z.array(z.string()).optional().default([]),
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// Phase 3c — origin tracking. Defaults to 'manual'; the EOI spawn flow
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// sends 'eoi-generated' and the migration-0073 CHECK enforces the
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// values at the DB level.
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source: z.enum(['manual', 'imported', 'eoi-generated']).optional(),
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sourceDocumentId: z.string().uuid().optional(),
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});
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export const updateYachtSchema = createYachtSchema.partial().omit({ owner: true });
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// Owner changes go through /transfer, not PATCH.
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export const transferOwnershipSchema = z.object({
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newOwner: ownerRefSchema,
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effectiveDate: z.coerce.date(),
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transferReason: z
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.enum(['sale', 'inheritance', 'gift', 'company_restructure', 'other'])
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.optional(),
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transferNotes: z.string().optional(),
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});
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export const listYachtsSchema = baseListQuerySchema.extend({
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ownerType: z.enum(['client', 'company']).optional(),
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ownerId: z.string().optional(),
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status: z.enum(['active', 'retired', 'sold_away']).optional(),
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search: z.string().optional(),
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});
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export type CreateYachtInput = z.infer<typeof createYachtSchema>;
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export type UpdateYachtInput = z.infer<typeof updateYachtSchema>;
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export type TransferOwnershipInput = z.infer<typeof transferOwnershipSchema>;
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export type ListYachtsInput = z.infer<typeof listYachtsSchema>;
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