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pn-new-crm/src/components/dashboard/pipeline-value-tile.tsx

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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
'use client';
import { useQuery } from '@tanstack/react-query';
import { DollarSign } from 'lucide-react';
import { apiFetch } from '@/lib/api/client';
import { Card, CardContent } from '@/components/ui/card';
import { Skeleton } from '@/components/ui/skeleton';
import { formatCurrency } from '@/lib/utils/currency';
interface KpiResponse {
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN Single coherent commit completing § 1.1 (hot-path correctness) plus § 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now self-consistent across dashboard / kanban / hot deals / PDF reports. ## Active-interest sweep (canonical predicate everywhere) Routed every "active interest" filter through `activeInterestsWhere` (commit b966d81 helper). The helper enforces port-scoping + archivedAt IS NULL + outcome IS NULL — strict definition, won is closed. Touched sites: - src/lib/services/reminders.service.ts:digestPort — no longer fires reminders for won/lost/cancelled deals - src/lib/services/berths.service.ts:getLatestInterestStageByBerth - src/lib/services/client-archive-dossier.service.ts (next-in-line others lookup) - src/lib/services/client-archive.service.ts (remaining-under-offer recount before flipping berth back to available) - src/lib/services/client-restore.service.ts (yacht-usage check) - src/lib/services/interests.service.ts:listInterestsForBoard + getInterestStageCounts + the "others on same berth" lookup — kanban / board now exclude terminal deals - src/lib/services/report-generators.ts: fetchPipelineData, fetchRevenueData stage breakdowns, top-N interests ## Pipeline-value currency conversion `getKpis()` now fetches the port's defaultCurrency from `ports` and converts each berth's `priceCurrency`→port-default via `currency.service`. Returns `pipelineValue` + `pipelineValueCurrency` instead of the lying `pipelineValueUsd`. Missing rates fall through to raw amount summing (so the tile still shows an approximate number) — behind a follow-up to surface a "rates incomplete" indicator. 3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile. ## Occupancy = sold only Both the dashboard KPI tile and the revenue-report PDF occupancy data now count only `berth.status='sold'`. `under_offer` is a hold, not occupation. The analytics timeline switches from `berth_reservations`-derived to a cumulative-won-deals derivation via `interests.outcome='won' AND outcome_at::date <= day` — same source of truth, historical shape preserved. ## Revenue PDF two-card layout Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary section now renders both: - "Completed revenue (won)" — money in the bank - "Forecast revenue (pipeline-weighted)" — expected pipeline value Pipeline weights resolve from `system_settings.pipeline_weights` (per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF and dashboard forecast tiles reconcile. ## Multi-berth EOI mooring (4.5) Documenso `Berth Number` form field now carries the formatBerthRange output for BOTH single- and multi-berth EOIs. Single-berth output is byte-identical to the legacy primary-only path (`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render the full range ("A1-A3, B5") in the existing field instead of being silently dropped against a nonexistent `Berth Range` field. Dropped: - `'Berth Range'` from the Documenso formValues payload + TS type - `setBerthRange()` helper from fill-eoi-form.ts (now redundant) - The "missing Berth Range AcroForm field" warning log Updated CLAUDE.md to reflect — no Documenso admin template change needed. ## Tests - Updated `documenso-payload.test.ts` — new fixture asserts formatBerthRange output flows into Berth Number; multi-berth case added. - Updated `analytics-service.test.ts:computeOccupancyTimeline` — fixture creates a won interest instead of a reservation. - Updated `alerts-engine.test.ts:interest.stale` — fixture stage switched from dead `'in_communication'` to canonical `'qualified'`. - Updated `report-templates.test.tsx:revenue` — fixture carries `totalForecast` + `pipelineWeights` to match new RevenueData. 1373/1373 vitest pass. tsc + eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 15:19:38 +02:00
pipelineValue: number;
pipelineValueCurrency: string;
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
}
/**
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN Single coherent commit completing § 1.1 (hot-path correctness) plus § 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now self-consistent across dashboard / kanban / hot deals / PDF reports. ## Active-interest sweep (canonical predicate everywhere) Routed every "active interest" filter through `activeInterestsWhere` (commit b966d81 helper). The helper enforces port-scoping + archivedAt IS NULL + outcome IS NULL — strict definition, won is closed. Touched sites: - src/lib/services/reminders.service.ts:digestPort — no longer fires reminders for won/lost/cancelled deals - src/lib/services/berths.service.ts:getLatestInterestStageByBerth - src/lib/services/client-archive-dossier.service.ts (next-in-line others lookup) - src/lib/services/client-archive.service.ts (remaining-under-offer recount before flipping berth back to available) - src/lib/services/client-restore.service.ts (yacht-usage check) - src/lib/services/interests.service.ts:listInterestsForBoard + getInterestStageCounts + the "others on same berth" lookup — kanban / board now exclude terminal deals - src/lib/services/report-generators.ts: fetchPipelineData, fetchRevenueData stage breakdowns, top-N interests ## Pipeline-value currency conversion `getKpis()` now fetches the port's defaultCurrency from `ports` and converts each berth's `priceCurrency`→port-default via `currency.service`. Returns `pipelineValue` + `pipelineValueCurrency` instead of the lying `pipelineValueUsd`. Missing rates fall through to raw amount summing (so the tile still shows an approximate number) — behind a follow-up to surface a "rates incomplete" indicator. 3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile. ## Occupancy = sold only Both the dashboard KPI tile and the revenue-report PDF occupancy data now count only `berth.status='sold'`. `under_offer` is a hold, not occupation. The analytics timeline switches from `berth_reservations`-derived to a cumulative-won-deals derivation via `interests.outcome='won' AND outcome_at::date <= day` — same source of truth, historical shape preserved. ## Revenue PDF two-card layout Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary section now renders both: - "Completed revenue (won)" — money in the bank - "Forecast revenue (pipeline-weighted)" — expected pipeline value Pipeline weights resolve from `system_settings.pipeline_weights` (per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF and dashboard forecast tiles reconcile. ## Multi-berth EOI mooring (4.5) Documenso `Berth Number` form field now carries the formatBerthRange output for BOTH single- and multi-berth EOIs. Single-berth output is byte-identical to the legacy primary-only path (`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render the full range ("A1-A3, B5") in the existing field instead of being silently dropped against a nonexistent `Berth Range` field. Dropped: - `'Berth Range'` from the Documenso formValues payload + TS type - `setBerthRange()` helper from fill-eoi-form.ts (now redundant) - The "missing Berth Range AcroForm field" warning log Updated CLAUDE.md to reflect — no Documenso admin template change needed. ## Tests - Updated `documenso-payload.test.ts` — new fixture asserts formatBerthRange output flows into Berth Number; multi-berth case added. - Updated `analytics-service.test.ts:computeOccupancyTimeline` — fixture creates a won interest instead of a reservation. - Updated `alerts-engine.test.ts:interest.stale` — fixture stage switched from dead `'in_communication'` to canonical `'qualified'`. - Updated `report-templates.test.tsx:revenue` — fixture carries `totalForecast` + `pipelineWeights` to match new RevenueData. 1373/1373 vitest pass. tsc + eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 15:19:38 +02:00
* Total pipeline value for active interests, converted to the port's
* default currency at display time. Sourced from the same KPIs endpoint
* as the active-deals tile so the two share a cache entry and render in
* lockstep.
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
*/
export function PipelineValueTile() {
const { data, isLoading } = useQuery<KpiResponse>({
queryKey: ['dashboard', 'kpis'],
queryFn: () => apiFetch<KpiResponse>('/api/v1/dashboard/kpis'),
staleTime: 60_000,
});
return (
<Card>
{/* `pt-5 pb-5` is explicit because shadcn's default CardContent ships
with `pt-0` (it assumes a CardHeader sits above). Without these
overrides the tile content snaps to the top edge of the card. */}
<CardContent className="flex items-center gap-3 pt-5 pb-5">
<div className="flex size-10 shrink-0 items-center justify-center rounded-md bg-accent text-foreground">
<DollarSign className="size-5" aria-hidden />
</div>
<div className="min-w-0 flex-1">
<p className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
Pipeline value
</p>
{isLoading ? (
<Skeleton className="mt-1 h-7 w-24" aria-hidden />
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
) : (
<p
className="truncate text-2xl font-bold leading-tight text-foreground"
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN Single coherent commit completing § 1.1 (hot-path correctness) plus § 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now self-consistent across dashboard / kanban / hot deals / PDF reports. ## Active-interest sweep (canonical predicate everywhere) Routed every "active interest" filter through `activeInterestsWhere` (commit b966d81 helper). The helper enforces port-scoping + archivedAt IS NULL + outcome IS NULL — strict definition, won is closed. Touched sites: - src/lib/services/reminders.service.ts:digestPort — no longer fires reminders for won/lost/cancelled deals - src/lib/services/berths.service.ts:getLatestInterestStageByBerth - src/lib/services/client-archive-dossier.service.ts (next-in-line others lookup) - src/lib/services/client-archive.service.ts (remaining-under-offer recount before flipping berth back to available) - src/lib/services/client-restore.service.ts (yacht-usage check) - src/lib/services/interests.service.ts:listInterestsForBoard + getInterestStageCounts + the "others on same berth" lookup — kanban / board now exclude terminal deals - src/lib/services/report-generators.ts: fetchPipelineData, fetchRevenueData stage breakdowns, top-N interests ## Pipeline-value currency conversion `getKpis()` now fetches the port's defaultCurrency from `ports` and converts each berth's `priceCurrency`→port-default via `currency.service`. Returns `pipelineValue` + `pipelineValueCurrency` instead of the lying `pipelineValueUsd`. Missing rates fall through to raw amount summing (so the tile still shows an approximate number) — behind a follow-up to surface a "rates incomplete" indicator. 3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile. ## Occupancy = sold only Both the dashboard KPI tile and the revenue-report PDF occupancy data now count only `berth.status='sold'`. `under_offer` is a hold, not occupation. The analytics timeline switches from `berth_reservations`-derived to a cumulative-won-deals derivation via `interests.outcome='won' AND outcome_at::date <= day` — same source of truth, historical shape preserved. ## Revenue PDF two-card layout Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary section now renders both: - "Completed revenue (won)" — money in the bank - "Forecast revenue (pipeline-weighted)" — expected pipeline value Pipeline weights resolve from `system_settings.pipeline_weights` (per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF and dashboard forecast tiles reconcile. ## Multi-berth EOI mooring (4.5) Documenso `Berth Number` form field now carries the formatBerthRange output for BOTH single- and multi-berth EOIs. Single-berth output is byte-identical to the legacy primary-only path (`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render the full range ("A1-A3, B5") in the existing field instead of being silently dropped against a nonexistent `Berth Range` field. Dropped: - `'Berth Range'` from the Documenso formValues payload + TS type - `setBerthRange()` helper from fill-eoi-form.ts (now redundant) - The "missing Berth Range AcroForm field" warning log Updated CLAUDE.md to reflect — no Documenso admin template change needed. ## Tests - Updated `documenso-payload.test.ts` — new fixture asserts formatBerthRange output flows into Berth Number; multi-berth case added. - Updated `analytics-service.test.ts:computeOccupancyTimeline` — fixture creates a won interest instead of a reservation. - Updated `alerts-engine.test.ts:interest.stale` — fixture stage switched from dead `'in_communication'` to canonical `'qualified'`. - Updated `report-templates.test.tsx:revenue` — fixture carries `totalForecast` + `pipelineWeights` to match new RevenueData. 1373/1373 vitest pass. tsc + eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 15:19:38 +02:00
title={formatCurrency(data?.pipelineValue ?? 0, data?.pipelineValueCurrency ?? 'USD')}
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
>
feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN Single coherent commit completing § 1.1 (hot-path correctness) plus § 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now self-consistent across dashboard / kanban / hot deals / PDF reports. ## Active-interest sweep (canonical predicate everywhere) Routed every "active interest" filter through `activeInterestsWhere` (commit b966d81 helper). The helper enforces port-scoping + archivedAt IS NULL + outcome IS NULL — strict definition, won is closed. Touched sites: - src/lib/services/reminders.service.ts:digestPort — no longer fires reminders for won/lost/cancelled deals - src/lib/services/berths.service.ts:getLatestInterestStageByBerth - src/lib/services/client-archive-dossier.service.ts (next-in-line others lookup) - src/lib/services/client-archive.service.ts (remaining-under-offer recount before flipping berth back to available) - src/lib/services/client-restore.service.ts (yacht-usage check) - src/lib/services/interests.service.ts:listInterestsForBoard + getInterestStageCounts + the "others on same berth" lookup — kanban / board now exclude terminal deals - src/lib/services/report-generators.ts: fetchPipelineData, fetchRevenueData stage breakdowns, top-N interests ## Pipeline-value currency conversion `getKpis()` now fetches the port's defaultCurrency from `ports` and converts each berth's `priceCurrency`→port-default via `currency.service`. Returns `pipelineValue` + `pipelineValueCurrency` instead of the lying `pipelineValueUsd`. Missing rates fall through to raw amount summing (so the tile still shows an approximate number) — behind a follow-up to surface a "rates incomplete" indicator. 3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile. ## Occupancy = sold only Both the dashboard KPI tile and the revenue-report PDF occupancy data now count only `berth.status='sold'`. `under_offer` is a hold, not occupation. The analytics timeline switches from `berth_reservations`-derived to a cumulative-won-deals derivation via `interests.outcome='won' AND outcome_at::date <= day` — same source of truth, historical shape preserved. ## Revenue PDF two-card layout Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary section now renders both: - "Completed revenue (won)" — money in the bank - "Forecast revenue (pipeline-weighted)" — expected pipeline value Pipeline weights resolve from `system_settings.pipeline_weights` (per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF and dashboard forecast tiles reconcile. ## Multi-berth EOI mooring (4.5) Documenso `Berth Number` form field now carries the formatBerthRange output for BOTH single- and multi-berth EOIs. Single-berth output is byte-identical to the legacy primary-only path (`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render the full range ("A1-A3, B5") in the existing field instead of being silently dropped against a nonexistent `Berth Range` field. Dropped: - `'Berth Range'` from the Documenso formValues payload + TS type - `setBerthRange()` helper from fill-eoi-form.ts (now redundant) - The "missing Berth Range AcroForm field" warning log Updated CLAUDE.md to reflect — no Documenso admin template change needed. ## Tests - Updated `documenso-payload.test.ts` — new fixture asserts formatBerthRange output flows into Berth Number; multi-berth case added. - Updated `analytics-service.test.ts:computeOccupancyTimeline` — fixture creates a won interest instead of a reservation. - Updated `alerts-engine.test.ts:interest.stale` — fixture stage switched from dead `'in_communication'` to canonical `'qualified'`. - Updated `report-templates.test.tsx:revenue` — fixture carries `totalForecast` + `pipelineWeights` to match new RevenueData. 1373/1373 vitest pass. tsc + eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 15:19:38 +02:00
{formatCurrency(data?.pipelineValue ?? 0, data?.pipelineValueCurrency ?? 'USD', {
maxFractionDigits: 0,
})}
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
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