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
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'use client';
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import { Columns3, Check, Bookmark } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuLabel,
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DropdownMenuSeparator,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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export interface ColumnPickerOption {
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/** Stable ID matching the column's `id` field in the table. */
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id: string;
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/** Human-readable label shown in the dropdown menu. */
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label: string;
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/**
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* When true, the column can't be toggled off (e.g. Name + actions).
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* It still appears in the menu but with a disabled checkmark.
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*/
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alwaysVisible?: boolean;
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}
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/**
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* Dropdown menu for toggling table column visibility. Lives next to the
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* filter bar — single source of truth for which columns the current
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* user wants to see in this table. Persistence is handled by the
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* parent (typically via `useTablePreferences`).
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*/
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export function ColumnPicker({
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columns,
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hidden,
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onChange,
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onSaveView,
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}: {
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columns: ColumnPickerOption[];
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hidden: string[];
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onChange: (hidden: string[]) => void;
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/**
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* Optional callback. When provided, a "Save current view" item is
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* appended to the menu — folds the save-view affordance into the
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* column picker instead of a separate top-level button.
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*/
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onSaveView?: () => void;
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}) {
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const hiddenSet = new Set(hidden);
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function toggle(id: string) {
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const next = new Set(hiddenSet);
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if (next.has(id)) next.delete(id);
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else next.add(id);
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onChange(Array.from(next));
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}
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function showAll() {
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onChange([]);
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}
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// The "All visible" affordance is only useful when something is
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// hidden — a no-op button is noise.
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const canShowAll = hidden.some((id) =>
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columns.some((col) => col.id === id && !col.alwaysVisible),
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);
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return (
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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2026-05-09 04:11:01 +02:00
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{/* Hide entirely on mobile — small viewports render the list as
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cards (no columns to pick). The desktop table view shows
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this trigger from the `sm:` breakpoint up. */}
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<Button variant="outline" size="sm" className="hidden sm:inline-flex gap-1.5 h-8">
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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
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<Columns3 className="h-3.5 w-3.5" />
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2026-05-09 04:11:01 +02:00
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<span>Columns</span>
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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
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end" className="w-56">
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<DropdownMenuLabel className="text-xs text-muted-foreground">
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Show / hide columns
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</DropdownMenuLabel>
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<DropdownMenuSeparator />
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{columns.map((col) => {
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const isVisible = !hiddenSet.has(col.id);
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return (
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<DropdownMenuItem
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key={col.id}
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disabled={col.alwaysVisible}
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onSelect={(e) => {
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// Keep the menu open while toggling so the user can
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// flip multiple columns in one pass.
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e.preventDefault();
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if (col.alwaysVisible) return;
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toggle(col.id);
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}}
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className="flex items-center gap-2"
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>
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<span
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aria-hidden
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className={`flex h-4 w-4 items-center justify-center rounded-sm border ${
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isVisible ? 'bg-primary border-primary text-primary-foreground' : 'border-border'
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}`}
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>
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{isVisible && <Check className="h-3 w-3" />}
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</span>
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<span className="flex-1">{col.label}</span>
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{col.alwaysVisible && (
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<span className="text-[10px] uppercase tracking-wide text-muted-foreground">
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always
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</span>
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)}
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</DropdownMenuItem>
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);
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})}
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{canShowAll && (
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<>
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<DropdownMenuSeparator />
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<DropdownMenuItem onClick={showAll} className="text-xs text-muted-foreground">
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Show all columns
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</DropdownMenuItem>
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</>
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)}
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{onSaveView && (
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<>
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<DropdownMenuSeparator />
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<DropdownMenuItem onClick={onSaveView}>
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<Bookmark className="mr-2 h-3.5 w-3.5" />
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Save current view
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</DropdownMenuItem>
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</>
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)}
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</DropdownMenuContent>
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</DropdownMenu>
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);
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}
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