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pn-new-crm/src/components/berths/berth-list.tsx

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'use client';
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
import { useEffect, useState } from 'react';
import Link from 'next/link';
import { useRouter, useParams } from 'next/navigation';
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Anchor, Archive, Plus, Rows3, Rows4, Tag as TagIcon, TagsIcon } from 'lucide-react';
import { toast } from 'sonner';
import { apiFetch } from '@/lib/api/client';
import { toastError } from '@/lib/api/toast-error';
import { useConfirmation } from '@/hooks/use-confirmation';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Label } from '@/components/ui/label';
import { TagPicker } from '@/components/shared/tag-picker';
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
import { DataTable } from '@/components/shared/data-table';
import { FilterBar } from '@/components/shared/filter-bar';
import { PageHeader } from '@/components/shared/page-header';
import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import { ColumnPicker } from '@/components/shared/column-picker';
feat(reports): client / berth / interest list-export PDF reports (phase B) Extends the report exporter with three list-style report kinds — clients, berths, interests. Each shares the BrandedReportDocument layout + the new ReportTable primitive (zebra-striped rows, proportional widths, no-break rows to keep records together across page boundaries). Data fetchers in `src/lib/services/list-report-data.service.ts`: - resolveClientReportData: clients table joined to per-client primary email + phone via DISTINCT-style subqueries (matches the canonical listClients ordering: is_primary DESC, created_at DESC per channel). - resolveBerthReportData: berths table, default sort by mooring number for printed familiarity. - resolveInterestReportData: interests left-joined to clients + primary berth, sort by updatedAt desc. All three cap at 1 000 rows per export with a clear "Showing top N of <total>" notice rendered when the cap is hit. Above that, the PDF becomes unreadable (hundreds of pages); reps wanting larger exports use CSV. Route schema widened to a 4-arm discriminated union; the dispatch switch in render-report.ts uses `satisfies` for compile-time variant narrowing and a `_exhaustive: never` check at the bottom. UI: each list page (BerthList, ClientList, InterestList) gains an ExportListPdfButton next to the existing ColumnPicker. Permission- gated client-side on reports.export; server route re-enforces. Tests: 3 new render fixtures (1 per kind), all hit the same %PDF-magic + byte-length assertions. Total render tests now 6/6; full vitest sweep 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 20:42:55 +02:00
import { ExportListPdfButton } from '@/components/reports/export-list-pdf-button';
import { Button } from '@/components/ui/button';
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
import { Input } from '@/components/ui/input';
import { EmptyState } from '@/components/shared/empty-state';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { usePermissions } from '@/hooks/use-permissions';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import { useTablePreferences } from '@/hooks/use-table-preferences';
import { BerthCard } from './berth-card';
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import {
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
getBerthColumns,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
BERTH_COLUMN_OPTIONS,
BERTH_DEFAULT_HIDDEN,
type BerthRow,
} from './berth-columns';
import { berthFilterDefinitions } from './berth-filters';
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import { mooringLetterTone } from './mooring-letter-tone';
export function BerthList() {
const router = useRouter();
const params = useParams<{ portSlug: string }>();
fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
// M-U14: surface the page title in the mobile topbar.
const { setChrome } = useMobileChrome();
useEffect(() => {
setChrome({ title: 'Berths', showBackButton: false });
return () => setChrome({ title: null, showBackButton: false });
}, [setChrome]);
// F13: bulk-add wizard had no UI entry point. Gate the CTA on
// `berths.import` (the existing permission used for adding berths)
// so non-admins don't see a button that 403s on click.
const { can } = usePermissions();
const canBulkAdd = can('berths', 'import');
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
const {
data,
pagination,
isLoading,
sort,
setSort,
filters,
setFilter,
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
setAllFilters,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
clearFilters,
setPage,
setPageSize,
} = usePaginatedQuery<BerthRow>({
queryKey: ['berths'],
endpoint: '/api/v1/berths',
filterDefinitions: berthFilterDefinitions,
});
useRealtimeInvalidation({
'berth:updated': [['berths']],
'berth:statusChanged': [['berths']],
});
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
// Persisted column visibility + row density + dimension unit — same
// pattern as ClientList / InterestList; density falls back to
// 'comfortable' and dimensionUnit to 'ft' for users who haven't picked.
const { hidden, setHidden, density, setDensity, dimensionUnit, setDimensionUnit } =
useTablePreferences('berths', BERTH_DEFAULT_HIDDEN);
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
const berthColumns = getBerthColumns(dimensionUnit);
// Bulk-action state — one dialog per action (status / tenure type /
// tag add+remove). Mirrors the InterestList pattern so reps already
// know the idiom from there.
const qc = useQueryClient();
const { confirm, dialog: confirmDialog } = useConfirmation();
const [statusDialog, setStatusDialog] = useState<{ ids: string[] } | null>(null);
const [statusChoice, setStatusChoice] = useState<string>('available');
const [tenureDialog, setTenureDialog] = useState<{ ids: string[] } | null>(null);
const [tenureChoice, setTenureChoice] = useState<string>('permanent');
const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
null,
);
const [tagChoice, setTagChoice] = useState<string[]>([]);
const bulkMutation = useMutation({
mutationFn: async (body: Record<string, unknown>) =>
apiFetch<{ data: { ok: number; failed: number; total: number } }>('/api/v1/berths/bulk', {
method: 'POST',
body,
}),
onSuccess: (res) => {
if (res.data.failed > 0) {
toast.warning(
`${res.data.ok} of ${res.data.total} berths updated. ${res.data.failed} failed.`,
);
} else {
toast.success(`Updated ${res.data.ok} berth${res.data.ok === 1 ? '' : 's'}`);
}
void qc.invalidateQueries({ queryKey: ['berths'] });
setStatusDialog(null);
setTenureDialog(null);
setTagDialog(null);
setTagChoice([]);
},
onError: (err) => toastError(err),
});
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
return (
<div className="space-y-6">
<PageHeader
title="Berths"
description="View and manage berth allocations"
variant="gradient"
// No "New" button - berths are import-only
/>
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
{/* Toolbar two halves separated by `justify-between` so the
Columns + Saved-views actions stay pinned to the right edge of
the row at every width. The previous `ml-auto` trick didn't
survive flex-wrap on intermediate widths the actions ended
up centered. */}
<div className="flex items-center gap-2 flex-wrap justify-between">
<div className="flex items-center gap-2 flex-wrap min-w-0 flex-1">
<FilterBar
// Search is hoisted out of the popover into the inline input
// below — keeps the daily "find by mooring/area" lookup one
// tap away instead of buried behind the Filters dropdown.
filters={berthFilterDefinitions.filter((d) => d.key !== 'search')}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
<Input
type="search"
inputMode="search"
placeholder="Search mooring or area…"
aria-label="Search berths"
value={(filters.search as string | undefined) ?? ''}
onChange={(e) => setFilter('search', e.target.value || undefined)}
className="h-8 min-w-0 flex-1 sm:max-w-xs"
/>
</div>
<div className="flex items-center gap-2 ml-auto">
<SavedViewsDropdown
entityType="berths"
onApplyView={(savedFilters, _savedSort) => {
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
setAllFilters(savedFilters);
}}
/>
<Button
type="button"
size="sm"
variant="outline"
onClick={() => setDensity(density === 'compact' ? 'comfortable' : 'compact')}
aria-label={
density === 'compact'
? 'Switch to comfortable row spacing'
: 'Switch to compact row spacing'
}
title={density === 'compact' ? 'Comfortable rows' : 'Compact rows'}
>
{density === 'compact' ? (
<Rows3 className="h-4 w-4" aria-hidden />
) : (
<Rows4 className="h-4 w-4" aria-hidden />
)}
</Button>
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
<Button
type="button"
size="sm"
variant="outline"
onClick={() => setDimensionUnit(dimensionUnit === 'ft' ? 'm' : 'ft')}
aria-label={`Switch to ${dimensionUnit === 'ft' ? 'metres' : 'feet'}`}
title={`Switch to ${dimensionUnit === 'ft' ? 'metres' : 'feet'}`}
className="font-mono text-xs"
>
{dimensionUnit === 'ft' ? 'ft' : 'm'}
</Button>
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
<ColumnPicker columns={BERTH_COLUMN_OPTIONS} hidden={hidden} onChange={setHidden} />
feat(reports): client / berth / interest list-export PDF reports (phase B) Extends the report exporter with three list-style report kinds — clients, berths, interests. Each shares the BrandedReportDocument layout + the new ReportTable primitive (zebra-striped rows, proportional widths, no-break rows to keep records together across page boundaries). Data fetchers in `src/lib/services/list-report-data.service.ts`: - resolveClientReportData: clients table joined to per-client primary email + phone via DISTINCT-style subqueries (matches the canonical listClients ordering: is_primary DESC, created_at DESC per channel). - resolveBerthReportData: berths table, default sort by mooring number for printed familiarity. - resolveInterestReportData: interests left-joined to clients + primary berth, sort by updatedAt desc. All three cap at 1 000 rows per export with a clear "Showing top N of <total>" notice rendered when the cap is hit. Above that, the PDF becomes unreadable (hundreds of pages); reps wanting larger exports use CSV. Route schema widened to a 4-arm discriminated union; the dispatch switch in render-report.ts uses `satisfies` for compile-time variant narrowing and a `_exhaustive: never` check at the bottom. UI: each list page (BerthList, ClientList, InterestList) gains an ExportListPdfButton next to the existing ColumnPicker. Permission- gated client-side on reports.export; server route re-enforces. Tests: 3 new render fixtures (1 per kind), all hit the same %PDF-magic + byte-length assertions. Total render tests now 6/6; full vitest sweep 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 20:42:55 +02:00
<ExportListPdfButton kind="berths" />
{canBulkAdd && (
<Button asChild size="sm" variant="default">
<Link href={`/${params.portSlug}/admin/berths/bulk-add`}>
<Plus className="h-4 w-4" />
<span className="hidden sm:inline">Bulk add</span>
</Link>
</Button>
)}
</div>
</div>
<DataTable<BerthRow>
columns={berthColumns}
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
columnVisibility={columnVisibility}
density={density}
data={data}
isLoading={isLoading}
pagination={{
page: pagination.page,
pageSize: pagination.pageSize,
total: pagination.total,
totalPages: pagination.totalPages,
}}
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
onPaginationChange={(page, pageSize) => {
setPage(page);
setPageSize(pageSize);
}}
sort={sort}
onSortChange={setSort}
getRowId={(row) => row.id}
onRowClick={(row) => router.push(`/${params.portSlug}/berths/${row.id}`)}
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
getRowClassName={(row) => mooringLetterTone(row.mooringNumber)}
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
bulkActions={
can('berths', 'edit')
? [
...(can('berths', 'edit')
? [
{
label: 'Change status',
icon: Anchor,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setStatusChoice('available');
setStatusDialog({ ids });
},
},
{
label: 'Change tenure',
icon: Anchor,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setTenureChoice('permanent');
setTenureDialog({ ids });
},
},
{
label: 'Add tag',
icon: TagIcon,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setTagChoice([]);
setTagDialog({ ids, mode: 'add' });
},
},
{
label: 'Remove tag',
icon: TagsIcon,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setTagChoice([]);
setTagDialog({ ids, mode: 'remove' });
},
},
]
: []),
{
label: 'Archive',
icon: Archive,
variant: 'destructive' as const,
onClick: async (ids: string[]) => {
if (ids.length === 0) return;
const ok = await confirm({
title: `Archive ${ids.length} berth${ids.length === 1 ? '' : 's'}`,
description:
'Archived berths are hidden from option pickers. Existing interests + audit trail are preserved.',
confirmLabel: 'Archive',
});
if (!ok) return;
bulkMutation.mutate({ action: 'archive', ids });
},
},
]
: undefined
}
cardRender={(row) => <BerthCard berth={row.original} />}
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
// Group adjacent cards by dock letter (area) on mobile — adds a
// dim divider + uppercased label above the first card of each
// group. Data is already sorted by mooringNumber (A1, A2, …, B1,
// B2, …) so consecutive rows naturally share dock letters.
mobileGroupBy={(row) => row.area ?? 'Unassigned'}
emptyState={
fix(audit-wave-9): onboarding + first-run UX fixes (onboarding-auditor) Address the CRITICAL and high-leverage HIGH items from the onboarding-auditor report: **C1 — checklist auto-checks were reading the wrong setting keys** A port that had actually been configured still showed three steps as incomplete, permanently capping the checklist at < 70 %. - email step: `sales_email_smtp_host` → `smtp_host_override` (the key the email admin page actually persists). - documenso step: `documenso_api_url` → compound gate `documenso_api_url_override` + `documenso_developer_email` + `documenso_approver_email` + `documenso_eoi_template_id`. All four are required for `buildDocumensoPayload` not to error out; checking only the URL falsely greenlit the step until a rep tried to send an EOI and Documenso 404'd. - settings step: `recommender_top_n_default` → `heat_weight_recency`. The defaults are layered (port > global > built-in), so a port using the built-ins never writes the `top_n_default` row — old key was an unreachable green. heat_weight_recency genuinely means "admin tuned the recommender". **C2 — forms step href was broken** `STEPS[8].href = '../'` resolved through the Link template to the dashboard, not `/admin/forms`. Fixed to `'forms'`. **C3 — EOI signer-identity gate** Folded into the new compound-gate logic on the documenso step (see C1). Now matches what the EOI pipeline actually requires before it can send. **C4 — ensureSystemRoots failure mode poisoned port creation** `ports.service.createPort` awaited `ensureSystemRoots` after the port row had committed, so a throw bubbled out as a 500 even though the inline comment said "non-fatal if this throws". Wrap in try/catch + logger.warn — the row stays live, the next admin action self-heals via `ensureEntityFolder`, and the operator doesn't retry into a 409. **H5 — berth-list empty-state copy misleads fresh ports** "Berths are imported from external sources. Adjust your filters..." implied data existed but was hidden. Branch on whether any filter is active: with none, suggest running `import-berths-from-nocodb.ts`; with filters, the original "adjust filters" message. **M4 — admin-sections-browser description was wrong** "Setup checklist for fresh ports (read-only references)" implied the page was read-only when it has working manual-completion checkboxes and discouraged clicking in. Reworded. Additionally, the OnboardingStep type gains an optional `autoCheckSettingKeysAll` field for compound gates (used by the documenso step), and the auto-detected hint shows all keys when the gate is compound. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:15:46 +02:00
// Distinguish "no data at all" (fresh port, run the importer)
// from "no rows after filtering" (adjust filters). The original
// copy implied data existed but was hidden, which misled fresh-
// port admins for whom there is literally nothing yet.
Object.values(filters).every((v) => v === undefined || v === '') ? (
<EmptyState
icon={Anchor}
title="No berths yet"
description="Berths are imported from external sources. Run the importer once the source data is ready: pnpm tsx scripts/import-berths-from-nocodb.ts --apply --port-slug <slug>."
/>
) : (
<EmptyState
icon={Anchor}
title="No berths match these filters"
description="Adjust your filters or clear them to see every berth."
/>
)
}
/>
feat(uat-batch): Group C Berth list features (3 new ships + 1 verified) C20–C23 from the 2026-05-21 plan. Shipped now: C21 Dimensions ft/m column toggle persisted to user prefs. `TablePreferences.dimensionUnit` ('ft' | 'm') added to the user- profiles JSONB. `useTablePreferences` returns `dimensionUnit` + `setDimensionUnit` alongside hidden/density. New `getBerthColumns(unit)` factory rewrites the dimensions / nominalBoatSize / waterDepth cells when ft is requested (waterDepth converts on-the-fly from the canonical meters column at 3.2808 ft/m). Berth-list toolbar gains a small ft/m toggle button next to the density toggle. C22 ft/m switching on Berth Requirements rows. `interest-tabs.tsx` Berth-requirements section now honours `interest.desiredLengthUnit`. Labels flip to "(m)" when set; value reads from `desired*M` columns; on save, both the chosen- unit and the canonical counterpart columns are PATCHed (3.28084 ratio) so downstream surfaces (recommender, EOI merge fields) stay in lockstep. `InterestPatchField` widened with `desired*M` variants. C23 Berth list bulk-edit affordance. New `POST /api/v1/berths/bulk` (mirror of /interests/bulk): discriminated union of `change_status` / `change_tenure_type` / `add_tag` / `remove_tag` / `archive`, 500-id cap, per-row failure reporting, single `berths.edit` permission gate (no separate `archive` perm exists on berths today). Status mutations route through `updateBerthStatus` so under-offer / sold transitions still trigger the primary interest_berths auto-link + the rules-engine evaluation. BerthList toolbar wires `bulkActions` on the DataTable — Change status (Select dialog), Change tenure (permanent / fixed-term), Add tag, Remove tag, Archive (destructive + confirmation). Each dialog uses the same `bulkMutation` so toast + cache-invalidation behaviour is consistent across actions. Already shipped (verified): C20 Berth list rates / pricing valid columns hidden by default — already in `BERTH_DEFAULT_HIDDEN`. Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:22:30 +02:00
{/* Bulk-action dialogs. Each one is mounted in the JSX tree
unconditionally; the dialog state controls open + the rendered
ids list. Sharing one bulkMutation keeps the toast + cache-
invalidation behaviour identical across actions. */}
{confirmDialog}
<Dialog open={Boolean(statusDialog)} onOpenChange={(o) => !o && setStatusDialog(null)}>
<DialogContent className="max-w-sm">
<DialogHeader>
<DialogTitle>Change status</DialogTitle>
<DialogDescription>
Set the status for {statusDialog?.ids.length ?? 0} selected berth
{statusDialog?.ids.length === 1 ? '' : 's'}.
</DialogDescription>
</DialogHeader>
<div className="space-y-1">
<Label>Status</Label>
<Select value={statusChoice} onValueChange={setStatusChoice}>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="available">Available</SelectItem>
<SelectItem value="under_offer">Under offer</SelectItem>
<SelectItem value="sold">Sold</SelectItem>
</SelectContent>
</Select>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setStatusDialog(null)}>
Cancel
</Button>
<Button
onClick={() =>
bulkMutation.mutate({
action: 'change_status',
ids: statusDialog?.ids ?? [],
status: statusChoice,
})
}
disabled={bulkMutation.isPending}
>
Apply
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
<Dialog open={Boolean(tenureDialog)} onOpenChange={(o) => !o && setTenureDialog(null)}>
<DialogContent className="max-w-sm">
<DialogHeader>
<DialogTitle>Change tenure type</DialogTitle>
<DialogDescription>
Set the tenure for {tenureDialog?.ids.length ?? 0} selected berth
{tenureDialog?.ids.length === 1 ? '' : 's'}.
</DialogDescription>
</DialogHeader>
<div className="space-y-1">
<Label>Tenure</Label>
<Select value={tenureChoice} onValueChange={setTenureChoice}>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="permanent">Permanent</SelectItem>
<SelectItem value="fixed_term">Fixed-term</SelectItem>
</SelectContent>
</Select>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setTenureDialog(null)}>
Cancel
</Button>
<Button
onClick={() =>
bulkMutation.mutate({
action: 'change_tenure_type',
ids: tenureDialog?.ids ?? [],
tenureType: tenureChoice,
})
}
disabled={bulkMutation.isPending}
>
Apply
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
<Dialog open={Boolean(tagDialog)} onOpenChange={(o) => !o && setTagDialog(null)}>
<DialogContent className="max-w-md">
<DialogHeader>
<DialogTitle>
{tagDialog?.mode === 'add' ? 'Add tag to' : 'Remove tag from'}{' '}
{tagDialog?.ids.length ?? 0} berth
{tagDialog?.ids.length === 1 ? '' : 's'}
</DialogTitle>
</DialogHeader>
<TagPicker selectedIds={tagChoice} onChange={setTagChoice} />
<DialogFooter>
<Button variant="outline" onClick={() => setTagDialog(null)}>
Cancel
</Button>
<Button
onClick={() => {
if (tagChoice.length === 0) {
toast.error('Pick at least one tag.');
return;
}
// Per-tag bulk call — the endpoint takes one tagId at a
// time. For the typical 1-2 tag case the round-trips are
// cheap; multi-tag UX can come later.
const action = tagDialog?.mode === 'add' ? 'add_tag' : 'remove_tag';
for (const tagId of tagChoice) {
bulkMutation.mutate({ action, ids: tagDialog?.ids ?? [], tagId });
}
}}
disabled={bulkMutation.isPending || tagChoice.length === 0}
>
Apply
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</div>
);
}