Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
'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' ;
2026-05-14 22:59:38 +02:00
import Link from 'next/link' ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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' ;
2026-06-03 18:27:56 +02:00
import { Anchor , Archive , CircleDollarSign , Plus , Tag as TagIcon , TagsIcon } from 'lucide-react' ;
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 { 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' ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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' ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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' ;
2026-05-14 22:59:38 +02:00
import { Button } from '@/components/ui/button' ;
2026-05-12 14:50:58 +02:00
import { Input } from '@/components/ui/input' ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
import { EmptyState } from '@/components/shared/empty-state' ;
import { usePaginatedQuery } from '@/hooks/use-paginated-query' ;
2026-05-14 22:59:38 +02:00
import { usePermissions } from '@/hooks/use-permissions' ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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' ;
feat(mobile): mobile cards for yachts, companies, berths, invoices, expenses
Five new <EntityCard> files using the shared <ListCard> shell, wired
into each list page's <DataTable> via cardRender. Desktop view
(lg+) is unchanged.
- YachtCard: Ship icon, owner subtitle (User/Building2 icon by
ownerType), dimensions in meters preferred, hull #,
status pill. No accent bar (status is free-text).
- CompanyCard: Building2 icon, legalName subtitle, country (MapPin)
+ tax id (Hash) meta, member/yacht count line.
- BerthCard: Anchor icon, area subtitle (MapPin), dimensions
meta, status pill. Status-encoded accent bar
(emerald=available, amber=under_offer, slate=sold).
- InvoiceCard: FileText icon, client subtitle, due date (Calendar)
meta, prominent currency-formatted amount. Status
accent bar (emerald=paid, orange=overdue, ...).
- ExpenseCard: Receipt icon, category subtitle, expense date meta,
prominent amount, payment-status pill, "Possible
duplicate" pill when duplicateOf is set. Accent bar
by paymentStatus, overridden to amber when flagged
as duplicate.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 15:34:04 +02:00
import { BerthCard } from './berth-card' ;
2026-05-25 17:44:14 +02:00
import { BulkPriceEditSheet } from './bulk-price-edit-sheet' ;
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' ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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' ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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 ] ) ;
2026-05-14 22:59:38 +02:00
// 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' ) ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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 ,
2026-06-02 12:26:10 +02:00
applyView ,
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 ,
} ) ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
useRealtimeInvalidation ( {
'berth:updated' : [ [ 'berths' ] ] ,
'berth:statusChanged' : [ [ 'berths' ] ] ,
} ) ;
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
// Persisted column visibility + row density + dimension unit - same
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
// pattern as ClientList / InterestList; density falls back to
// 'comfortable' and dimensionUnit to 'ft' for users who haven't picked.
2026-06-03 18:27:56 +02:00
const { hidden , setHidden , 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 ) ;
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
// Bulk-action state - one dialog per action (status / tenure type /
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
// 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 [ ] > ( [ ] ) ;
2026-05-25 17:44:14 +02:00
const [ priceSheet , setPriceSheet ] = useState < { ids : string [ ] } | null > ( null ) ;
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 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
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
return (
< div className = "space-y-6" >
< PageHeader
title = "Berths"
description = "View and manage berth allocations"
2026-04-28 02:52:17 +02:00
variant = "gradient"
2026-05-04 22:57:01 +02:00
// No "New" button - berths are import-only
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
/ >
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
{ / * T o o l b a r - t w o h a l v e s s e p a r a t e d b y ` j u s t i f y - b e t w e e n ` s o t h e
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
Columns + Saved - views actions stay pinned to the right edge of
the row at every width . The previous ` ml-auto ` trick didn ' t
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
survive flex - wrap on intermediate widths - the actions ended
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
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
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
// below - keeps the daily "find by mooring/area" lookup one
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
// 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" >
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
< SavedViewsDropdown
entityType = "berths"
2026-06-02 12:26:10 +02:00
onApplyView = { ( savedFilters , savedSort ) = > {
applyView ( { filters : savedFilters , sort : savedSort } ) ;
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
} }
/ >
2026-06-03 18:27:56 +02:00
{ / * T a b l e - o n l y c o n t r o l s — h i d d e n i n c a r d m o d e ( < m d , m a t c h i n g
DataTable ' s table / card switch ) . The BerthCard ignores the
dimension unit + renders no column set , so these toggles have
no visible effect there . * / }
fix(uat): prod UAT batch — reports, sidebar, search, berths, breakpoint
- financial report: drop Expenses KPI, Net Contribution, cash-flow chart,
expense donut + ledger (expenses are business-trip costs, not net contribution)
- dashboard report PDF: pagination-safe tables (TableSection + per-row wrap)
so long doc lists no longer overlap/crush
- clients PDF report: rename "Nationality" -> "Country"
- sidebar: hide a section header when all its items gate off (FINANCIAL orphan)
- topbar: move global search into the 1fr grid track so it can't overlap "New"
- clients card: show all linked berths (not just latest interest's primary)
- berths list: hide table-only toggles (ft/m, density, columns) in card mode
- lists: lower table/card breakpoint lg -> md so narrow desktops get tables
- alert-rules: stale floor created_at -> updated_at (survives created_at backfill)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:41:31 +02:00
< div className = "hidden items-center gap-2 md:flex" >
< 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 >
< ColumnPicker columns = { BERTH_COLUMN_OPTIONS } hidden = { hidden } onChange = { setHidden } / >
< / div >
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" / >
2026-05-14 22:59:38 +02:00
{ 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 >
) }
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
< / 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 }
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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 ) ;
} }
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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 ) }
2026-05-25 17:44:14 +02:00
bulkActions = { ( ( ) = > {
const actions : Array < {
label : string ;
icon : typeof Anchor ;
variant ? : 'destructive' ;
onClick : ( ids : string [ ] ) = > void | Promise < void > ;
} > = [ ] ;
if ( can ( 'berths' , 'edit' ) ) {
actions . push (
{
label : 'Change status' ,
icon : Anchor ,
onClick : ( ids : string [ ] ) = > {
if ( ids . length === 0 ) return ;
setStatusChoice ( 'available' ) ;
setStatusDialog ( { ids } ) ;
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
} ,
2026-05-25 17:44:14 +02:00
} ,
{
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' } ) ;
} ,
} ,
) ;
}
if ( can ( 'berths' , 'update_prices' ) ) {
actions . push ( {
label : 'Update prices' ,
icon : CircleDollarSign ,
onClick : ( ids : string [ ] ) = > {
if ( ids . length === 0 ) return ;
setPriceSheet ( { ids } ) ;
} ,
} ) ;
}
if ( can ( 'berths' , 'edit' ) ) {
actions . push ( {
label : 'Archive' ,
icon : Archive ,
variant : 'destructive' ,
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 } ) ;
} ,
} ) ;
}
return actions . length > 0 ? actions : undefined ;
} ) ( ) }
feat(mobile): mobile cards for yachts, companies, berths, invoices, expenses
Five new <EntityCard> files using the shared <ListCard> shell, wired
into each list page's <DataTable> via cardRender. Desktop view
(lg+) is unchanged.
- YachtCard: Ship icon, owner subtitle (User/Building2 icon by
ownerType), dimensions in meters preferred, hull #,
status pill. No accent bar (status is free-text).
- CompanyCard: Building2 icon, legalName subtitle, country (MapPin)
+ tax id (Hash) meta, member/yacht count line.
- BerthCard: Anchor icon, area subtitle (MapPin), dimensions
meta, status pill. Status-encoded accent bar
(emerald=available, amber=under_offer, slate=sold).
- InvoiceCard: FileText icon, client subtitle, due date (Calendar)
meta, prominent currency-formatted amount. Status
accent bar (emerald=paid, orange=overdue, ...).
- ExpenseCard: Receipt icon, category subtitle, expense date meta,
prominent amount, payment-status pill, "Possible
duplicate" pill when duplicateOf is set. Accent bar
by paymentStatus, overridden to amber when flagged
as duplicate.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 15:34:04 +02:00
cardRender = { ( row ) = > < BerthCard berth = { row . original } / > }
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
// Group adjacent cards by dock letter (area) on mobile - adds a
2026-05-12 14:50:58 +02:00
// 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' }
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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."
/ >
)
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
}
/ >
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
{ / * B u l k - a c t i o n d i a l o g s . E a c h o n e i s m o u n t e d i n t h e J S X t r e e
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 >
2026-05-25 17:44:14 +02:00
< BulkPriceEditSheet
open = { Boolean ( priceSheet ) }
onOpenChange = { ( o ) = > ! o && setPriceSheet ( null ) }
ids = { priceSheet ? . ids ? ? [ ] }
/ >
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
< 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 ;
}
chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:
- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
redirects (ocr to ai, reports to dashboard, invitations to users),
docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
let-reassign), set-state-in-effect disables in CountryFlag and
UploadForSigning preview-bytes effect, unused 'confirm' destructures in
interest contract + reservation tabs, unescaped apostrophe in test-template
card copy
2026-05-23 00:52:59 +02:00
// Per-tag bulk call - the endpoint takes one tagId at a
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
// 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 >
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
< / div >
) ;
}