Files
pn-new-crm/src/components/berths/berth-tabs.tsx

263 lines
8.9 KiB
TypeScript
Raw Normal View History

'use client';
import { type DetailTab } from '@/components/shared/detail-layout';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { TagBadge } from '@/components/shared/tag-badge';
import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
import { BerthReservationsTab } from './berth-reservations-tab';
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema + service skeletons committed in PRs 1-3. PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source), date-range picker (today/7d/30d/90d), CSV+PNG export per card. PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard right-rail, three-tab page (active/dismissed/resolved), socket-driven invalidation. Bell lazy-loads list on popover open to keep cold pages fast in non-dashboard routes. PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count surfaces in tab label. PR7 Interests-by-berth tab on berth detail — replaces the stub. PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow banner on detail w/ Merge / Not-a-duplicate, transactional merge consolidates receipts and archives the source. PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in its own (scanner) group with no dashboard chrome, dynamic per-port manifest, OpenAI + Claude provider abstraction, admin OCR settings page (port-level + super-admin global default w/ opt-in fallback), test-connection endpoint, manual-entry fallback when no key is configured. Verify form always shown before save — no ghost rows. PR10 Audit log read view — swap to tsvector full-text search on the existing GIN index, cursor pagination, filters for entity/action/user /date range, batched actor-email resolution. PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip cleanly without their gate envs so CI stays green. Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
import { BerthInterestsTab } from './berth-interests-tab';
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
import { BerthInterestPulse } from './berth-interest-pulse';
feat(berths): per-berth PDF storage (versioned) + reverse parser Phase 6b of the berth-recommender refactor (see docs/berth-recommender-and-pdf-plan.md §3.2, §3.3, §4.7b, §11.1, §14.6). Builds on the Phase 6a pluggable storage backend (commit 83693dd) — every file write goes through `getStorageBackend()`; no direct minio imports. Schema (migration 0030_berth_pdf_versions): - new table `berth_pdf_versions` with monotonic `version_number` per berth, `storage_key` (renamed convention from §4.7a), sha256, size, `download_url_expires_at` cache slot for §11.1 signed-URL throttling, and `parse_results` jsonb for the audit trail. - new column `berths.current_pdf_version_id` (deferred from Phase 0) with FK to `berth_pdf_versions(id)` ON DELETE SET NULL. - relations + types exported from `schema/berths.ts`. 3-tier reverse parser (`lib/services/berth-pdf-parser.ts`): 1. AcroForm via pdf-lib — pulls named fields (`length_ft`, `mooring_number`, etc.) at confidence 1. Sample PDF has 0 such fields, so this is defensive coverage for future templates. 2. OCR via Tesseract.js — positional/regex heuristics keyed off the §9.2 layout (Length/Width/Water Depth as `<imperial> / <metric>`, `WEEK HIGH / LOW`, `CONFIRMED THROUGH UNTIL <date>`, etc.). Returns per-field confidence + global mean; flags imperial-vs-metric drift >1% in `warnings`. 3. AI fallback — gated via `getResolvedOcrConfig()` (existing openai/claude provider). Surfaced from the diff dialog only when `shouldOfferAiTier()` returns true (mean OCR confidence below 0.55 threshold), so OPENAI_API_KEY isn't burned on every upload. Service layer (`lib/services/berth-pdf.service.ts`): - `uploadBerthPdf()` — magic-byte check, size cap, version-number bump + current pointer in one transaction. - `reconcilePdfWithBerth()` — auto-applies fields where CRM is null; flags conflicts when CRM and PDF disagree; tolerates ±1% on numeric columns; warns on mooring-number-in-PDF mismatch (§14.6). - `applyParseResults()` — hard allowlist of writable columns; stamps `appliedFields` onto `parse_results` for audit. - `rollbackToVersion()` — pointer flip only, never re-parses (§14.6). - `listBerthPdfVersions()` — version list with 15-min signed URLs. - `getMaxUploadMb()` — port-override → global → default 15 lookup on `system_settings.berth_pdf_max_upload_mb`. §14.6 critical mitigations: - Magic-byte check (`%PDF-`) on every upload; mismatch deletes the storage object and rejects the request. - Size cap from `system_settings.berth_pdf_max_upload_mb` (default 15 MB); enforced in the upload-url presign AND server-side. - 0-byte uploads rejected. - Mooring-number mismatch surfaces as a `warnings[]` entry on the reconcile result so the rep sees it in the diff dialog. - Imperial vs metric ±1% tolerance in both the parser warnings and the reconcile equality check. - Path traversal already blocked at the storage layer (Phase 6a). API + UI: - `POST /api/v1/berths/[id]/pdf-upload-url` — presigned URL (S3) or HMAC-signed proxy URL (filesystem) sized to the per-port cap. - `POST /api/v1/berths/[id]/pdf-versions` — verifies the upload via `backend.head()`, writes the row, bumps `current_pdf_version_id`. - `GET /api/v1/berths/[id]/pdf-versions` — version list + signed URLs. - `POST /api/v1/berths/[id]/pdf-versions/[versionId]/rollback`. - `POST /api/v1/berths/[id]/pdf-versions/parse-results/apply` — rep-confirmed diff payload. - New "Documents" tab on the berth detail page (`berth-tabs.tsx`) with current-PDF panel, version history, Replace PDF button, and `<PdfReconcileDialog>` for the auto-applied + conflicts UX. System settings: - `berth_pdf_max_upload_mb` (default 15) — caps presigned-upload size + server-side validation. Resolved port-override → global → default. Tests: - `tests/unit/services/berth-pdf-parser.test.ts` — magic bytes, feet-inches, human dates, full §9.2-shaped OCR text → 18 fields, drift warning, AI-tier gate. - `tests/unit/services/berth-pdf-acroform.test.ts` — synthetic pdf-lib AcroForm round-trip. - `tests/integration/berth-pdf-versions.test.ts` — upload, version- number bump, magic-byte rejection, reconcile auto-applied vs conflicts vs ±1% tolerance, mooring-number warning, applyParseResults allowlist enforcement, rollback semantics. Acceptance: `pnpm exec tsc --noEmit` clean, `pnpm exec vitest run` green at 1103/1103. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 03:34:24 +02:00
import { BerthDocumentsTab } from './berth-documents-tab';
type BerthData = {
id: string;
mooringNumber: string;
area: string | null;
status: string;
lengthFt: string | null;
lengthM: string | null;
widthFt: string | null;
widthM: string | null;
draftFt: string | null;
draftM: string | null;
widthIsMinimum: boolean | null;
nominalBoatSize: string | null;
nominalBoatSizeM: string | null;
waterDepth: string | null;
waterDepthM: string | null;
waterDepthIsMinimum: boolean | null;
sidePontoon: string | null;
powerCapacity: string | null;
voltage: string | null;
mooringType: string | null;
cleatType: string | null;
cleatCapacity: string | null;
bollardType: string | null;
bollardCapacity: string | null;
access: string | null;
price: string | null;
priceCurrency: string;
bowFacing: string | null;
berthApproved: boolean | null;
tenureType: string;
tenureYears: number | null;
tenureStartDate: string | null;
tenureEndDate: string | null;
statusLastChangedReason: string | null;
statusLastModified: string | null;
tags: Array<{ id: string; name: string; color: string }>;
};
function SpecRow({ label, value }: { label: string; value: React.ReactNode }) {
if (!value && value !== 0 && value !== false) return null;
fix(mobile): clipping, dropdown-tabs and stale phone metadata Five mobile-UX issues caught in the 2026-05-03 audit, fixed in one pass: 1. SpecRow on berth detail clipped at right edge on phone widths. "Length 49.21 ft / 15 r" (the "m" cut off). Mobile-first stack: label on top, value full-width below; flex row only from sm up. 2. ResponsiveTabs collapsed to a Select on phone widths, which read like a generic dropdown and obscured the existence of peer tabs. Replaced with a horizontally-scrollable strip that auto-scrolls the active trigger into view (so the user sees neighbors and gets a discovery cue that more exists beyond the edge). Removes the phone-only Select and unifies the tab UI across viewport sizes. 3. Documents page tab strip ("All / EOI queue / Awaiting them / ...") overflowed the 390px viewport because the wrapper was a fixed flex row. Same horizontal-scroll fix as (2); inherits because Documents uses ResponsiveTabs. 4. Berth detail header: "Change Status" + "Edit" buttons crowded the area subtitle on mobile, causing "North Pier" to wrap to two lines ("North" / "Pier"). Stacked vertically on phone widths; from sm up the buttons sit beside the title block as before. 5. Empty contact rows on client detail rendered a stale "Add tag · star" metadata strip even when the contact value was unset, which cluttered the row and offered no useful action. The metadata block now only shows when contact.value is non-empty; the trash icon stays visible so users can clean up the empty placeholder. Verification: - pnpm exec vitest run: 858/858 passing - pnpm exec tsc --noEmit: same 36 errors as baseline (all pre-existing on feat/mobile-foundation, none introduced) - lint clean Defers: - Mobile More sheet last-row alignment / "Email" label specificity - Admin index grouping (Access / System / Configuration / Content) - Interest detail header icon labels (trophy/X discoverability) - Pipeline funnel x-axis label abbreviations - Reminders rail width allocation on dashboard Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 16:03:56 +02:00
// Mobile-first: stack vertically with label on top so long values
// (e.g. "206.69 ft / 62.99 m") never clip at the right edge.
// From `sm` (>=640px) up: switch to the original two-column layout.
return (
fix(mobile): clipping, dropdown-tabs and stale phone metadata Five mobile-UX issues caught in the 2026-05-03 audit, fixed in one pass: 1. SpecRow on berth detail clipped at right edge on phone widths. "Length 49.21 ft / 15 r" (the "m" cut off). Mobile-first stack: label on top, value full-width below; flex row only from sm up. 2. ResponsiveTabs collapsed to a Select on phone widths, which read like a generic dropdown and obscured the existence of peer tabs. Replaced with a horizontally-scrollable strip that auto-scrolls the active trigger into view (so the user sees neighbors and gets a discovery cue that more exists beyond the edge). Removes the phone-only Select and unifies the tab UI across viewport sizes. 3. Documents page tab strip ("All / EOI queue / Awaiting them / ...") overflowed the 390px viewport because the wrapper was a fixed flex row. Same horizontal-scroll fix as (2); inherits because Documents uses ResponsiveTabs. 4. Berth detail header: "Change Status" + "Edit" buttons crowded the area subtitle on mobile, causing "North Pier" to wrap to two lines ("North" / "Pier"). Stacked vertically on phone widths; from sm up the buttons sit beside the title block as before. 5. Empty contact rows on client detail rendered a stale "Add tag · star" metadata strip even when the contact value was unset, which cluttered the row and offered no useful action. The metadata block now only shows when contact.value is non-empty; the trash icon stays visible so users can clean up the empty placeholder. Verification: - pnpm exec vitest run: 858/858 passing - pnpm exec tsc --noEmit: same 36 errors as baseline (all pre-existing on feat/mobile-foundation, none introduced) - lint clean Defers: - Mobile More sheet last-row alignment / "Email" label specificity - Admin index grouping (Access / System / Configuration / Content) - Interest detail header icon labels (trophy/X discoverability) - Pipeline funnel x-axis label abbreviations - Reminders rail width allocation on dashboard Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 16:03:56 +02:00
<div className="flex flex-col gap-0.5 py-2 text-sm sm:flex-row sm:items-baseline sm:justify-between sm:gap-3">
<span className="text-muted-foreground">{label}</span>
fix(mobile): clipping, dropdown-tabs and stale phone metadata Five mobile-UX issues caught in the 2026-05-03 audit, fixed in one pass: 1. SpecRow on berth detail clipped at right edge on phone widths. "Length 49.21 ft / 15 r" (the "m" cut off). Mobile-first stack: label on top, value full-width below; flex row only from sm up. 2. ResponsiveTabs collapsed to a Select on phone widths, which read like a generic dropdown and obscured the existence of peer tabs. Replaced with a horizontally-scrollable strip that auto-scrolls the active trigger into view (so the user sees neighbors and gets a discovery cue that more exists beyond the edge). Removes the phone-only Select and unifies the tab UI across viewport sizes. 3. Documents page tab strip ("All / EOI queue / Awaiting them / ...") overflowed the 390px viewport because the wrapper was a fixed flex row. Same horizontal-scroll fix as (2); inherits because Documents uses ResponsiveTabs. 4. Berth detail header: "Change Status" + "Edit" buttons crowded the area subtitle on mobile, causing "North Pier" to wrap to two lines ("North" / "Pier"). Stacked vertically on phone widths; from sm up the buttons sit beside the title block as before. 5. Empty contact rows on client detail rendered a stale "Add tag · star" metadata strip even when the contact value was unset, which cluttered the row and offered no useful action. The metadata block now only shows when contact.value is non-empty; the trash icon stays visible so users can clean up the empty placeholder. Verification: - pnpm exec vitest run: 858/858 passing - pnpm exec tsc --noEmit: same 36 errors as baseline (all pre-existing on feat/mobile-foundation, none introduced) - lint clean Defers: - Mobile More sheet last-row alignment / "Email" label specificity - Admin index grouping (Access / System / Configuration / Content) - Interest detail header icon labels (trophy/X discoverability) - Pipeline funnel x-axis label abbreviations - Reminders rail width allocation on dashboard Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 16:03:56 +02:00
<span className="font-medium sm:max-w-[60%] sm:text-right">{value}</span>
</div>
);
}
function OverviewTab({ berth }: { berth: BerthData }) {
// Round to at most 2 decimals; trim trailing zeros so "5.00" -> "5".
const fmt = (v: string | null, fractionDigits = 2): string | null => {
if (v == null || v === '') return null;
const n = Number(v);
if (Number.isNaN(n)) return v;
return n.toLocaleString('en-US', {
minimumFractionDigits: 0,
maximumFractionDigits: fractionDigits,
});
};
const formatDim = (ft: string | null, m: string | null) => {
const parts = [];
const ftFmt = fmt(ft);
const mFmt = fmt(m);
if (ftFmt) parts.push(`${ftFmt} ft`);
if (mFmt) parts.push(`${mFmt} m`);
return parts.length > 0 ? parts.join(' / ') : null;
};
const formatNominalBoatSize = (ft: string | null, m: string | null): string | null => {
const ftFmt = fmt(ft, 0);
const mFmt = fmt(m);
const parts: string[] = [];
if (ftFmt) parts.push(`${ftFmt} ft`);
if (mFmt) parts.push(`${mFmt} m`);
return parts.length > 0 ? parts.join(' / ') : null;
};
const formatPower = (kw: string | null) => {
const v = fmt(kw, 0);
return v ? `${v} kW` : null;
};
const formatVoltage = (v: string | null) => {
const fv = fmt(v, 0);
return fv ? `${fv} V` : null;
};
const price = berth.price
? new Intl.NumberFormat('en-US', {
style: 'currency',
currency: berth.priceCurrency || 'USD',
maximumFractionDigits: 0,
}).format(Number(berth.price))
: null;
return (
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<div className="space-y-6">
{/* Sales pulse - top-of-page so reps doing berth-level triage can see
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
who's interested + how warm without clicking into the Interests tab. */}
<BerthInterestPulse berthId={berth.id} />
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
{/* Specifications */}
<Card>
<CardHeader className="pb-3">
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<CardTitle className="text-sm font-medium">Specifications</CardTitle>
</CardHeader>
<CardContent className="pt-0 divide-y">
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<SpecRow label="Length" value={formatDim(berth.lengthFt, berth.lengthM)} />
<SpecRow
label="Width"
value={
formatDim(berth.widthFt, berth.widthM)
? `${formatDim(berth.widthFt, berth.widthM)}${berth.widthIsMinimum ? ' (min)' : ''}`
: null
}
/>
<SpecRow label="Draft" value={formatDim(berth.draftFt, berth.draftM)} />
<SpecRow
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
label="Nominal Boat Size"
value={formatNominalBoatSize(berth.nominalBoatSize, berth.nominalBoatSizeM)}
/>
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<SpecRow
label="Water Depth"
value={
berth.waterDepth || berth.waterDepthM
? `${formatDim(berth.waterDepth, berth.waterDepthM)}${berth.waterDepthIsMinimum ? ' (min)' : ''}`
: null
}
/>
<SpecRow label="Mooring Type" value={berth.mooringType} />
<SpecRow label="Side Pontoon" value={berth.sidePontoon} />
<SpecRow label="Bow Facing" value={berth.bowFacing} />
<SpecRow label="Access" value={berth.access} />
<SpecRow label="Approved" value={berth.berthApproved ? 'Yes' : null} />
</CardContent>
</Card>
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
{/* Infrastructure & Pricing */}
<div className="space-y-6">
<Card>
<CardHeader className="pb-3">
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<CardTitle className="text-sm font-medium">Infrastructure</CardTitle>
</CardHeader>
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<CardContent className="pt-0 divide-y">
<SpecRow label="Power Capacity" value={formatPower(berth.powerCapacity)} />
<SpecRow label="Voltage" value={formatVoltage(berth.voltage)} />
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<SpecRow label="Cleat Type" value={berth.cleatType} />
<SpecRow label="Cleat Capacity" value={berth.cleatCapacity} />
<SpecRow label="Bollard Type" value={berth.bollardType} />
<SpecRow label="Bollard Capacity" value={berth.bollardCapacity} />
</CardContent>
</Card>
feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6, #7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real assignee column on interests, defer until ownership model lands) and #12 (keyboard shortcuts — explicit user call). Interest list (the rep's main triage surface): - Last activity column replaces Created (sortable by dateLastContact). Postgres NULLs-last on DESC means never-contacted leads sort to the bottom — exactly the right triage default. - Comment-icon next to client name when notesCount > 0, with a tooltip showing the count. Cheap, glanceable signal that the lead has correspondence to peek at. - Urgency badges under stage when criteria fire: "Silent Nd" for mid-funnel interests with no contact in 7+ days, "EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd" for eoi_signed interests with no deposit after 21 days. Pure derived — no extra fetch, computed from the dates the row already returns. - Bulk select checkbox column with bulk-archive (existing DataTable.bulkActions API; just wired with a confirm-dialog and a Promise.all fan-out). - Mobile FAB (+) for new interest, anchored above the bottom-tab bar with safe-area inset awareness. All four signals mirrored on the mobile InterestCard (comment icon, urgency badges, last-activity footer). Interest detail: - Reminder bell badge in the header showing pending/snoozed reminder count linked to the interest. Surfaced via getInterestById's new `activeReminderCount`. - "Latest note" teaser on the Overview tab — truncated 3-line preview of the most recent threaded note + relative time + "View all" link to the Notes tab. Saves a click for the common "what was discussed last?" peek. - Color-block swatches in InlineStagePicker dropdown (rounded-sm mini-bars in the stage's progressive saturation color, replacing the previous tiny dots). Reads as a visual scan instead of a list. Dashboard: - MyRemindersRail on the right sidebar above the existing AlertRail. Shows pending+snoozed reminders for the current user (overdue first), each with priority pill, relative due time, and click-through to the linked interest/client/berth. Berth detail: - BerthInterestPulse card at the top of the Overview tab, replacing the old "buried in tab" pattern. Shows up to 5 active interests with avatar, stage pill, urgency badges, and last-activity. Mirrors the old Nuxt CRM's beloved "Interested Parties" panel but with the new triage signals. Realtime toasts: - New <RealtimeToasts /> mounted inside SocketProvider in the dashboard layout. Subscribes to interest:stageChanged, document:completed, document:signer:signed, and interest:outcomeSet — fires sonner toasts so reps watching any page learn about pipeline events without refreshing. Service layer: - listInterests: notesCount per row (left join + count + groupBy). - getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164 (for the Email/Call/WhatsApp buttons added last commit; phone pieces were missing), notesCount, recentNote, activeReminderCount. - sortColumn switch handles 'dateLastContact' explicitly; default stays 'updatedAt'. tsc clean. vitest 835/835 pass. ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 04:09:51 +02:00
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Tenure & Pricing</CardTitle>
</CardHeader>
<CardContent className="pt-0 divide-y">
<SpecRow
label="Tenure Type"
value={berth.tenureType === 'permanent' ? 'Permanent' : 'Fixed Term'}
/>
{berth.tenureType === 'fixed_term' && (
<>
<SpecRow label="Years" value={berth.tenureYears} />
<SpecRow label="Start Date" value={berth.tenureStartDate} />
<SpecRow label="End Date" value={berth.tenureEndDate} />
</>
)}
<SpecRow label="Price" value={price} />
</CardContent>
</Card>
{berth.tags.length > 0 && (
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-sm font-medium">Tags</CardTitle>
</CardHeader>
<CardContent className="pt-0">
<div className="flex flex-wrap gap-1.5">
{berth.tags.map((tag) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
</div>
</CardContent>
</Card>
)}
</div>
</div>
</div>
);
}
function StubTab({ label }: { label: string }) {
return (
<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12 text-center">
<p className="text-muted-foreground">{label} coming soon</p>
</div>
);
}
export function buildBerthTabs(berth: BerthData): DetailTab[] {
return [
{
id: 'overview',
label: 'Overview',
content: <OverviewTab berth={berth} />,
},
{
id: 'interests',
label: 'Interests',
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema + service skeletons committed in PRs 1-3. PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source), date-range picker (today/7d/30d/90d), CSV+PNG export per card. PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard right-rail, three-tab page (active/dismissed/resolved), socket-driven invalidation. Bell lazy-loads list on popover open to keep cold pages fast in non-dashboard routes. PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count surfaces in tab label. PR7 Interests-by-berth tab on berth detail — replaces the stub. PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow banner on detail w/ Merge / Not-a-duplicate, transactional merge consolidates receipts and archives the source. PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in its own (scanner) group with no dashboard chrome, dynamic per-port manifest, OpenAI + Claude provider abstraction, admin OCR settings page (port-level + super-admin global default w/ opt-in fallback), test-connection endpoint, manual-entry fallback when no key is configured. Verify form always shown before save — no ghost rows. PR10 Audit log read view — swap to tsvector full-text search on the existing GIN index, cursor pagination, filters for entity/action/user /date range, batched actor-email resolution. PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip cleanly without their gate envs so CI stays green. Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
content: <BerthInterestsTab berthId={berth.id} />,
},
{
id: 'reservations',
label: 'Reservations',
content: <BerthReservationsTab berthId={berth.id} />,
},
feat(berths): per-berth PDF storage (versioned) + reverse parser Phase 6b of the berth-recommender refactor (see docs/berth-recommender-and-pdf-plan.md §3.2, §3.3, §4.7b, §11.1, §14.6). Builds on the Phase 6a pluggable storage backend (commit 83693dd) — every file write goes through `getStorageBackend()`; no direct minio imports. Schema (migration 0030_berth_pdf_versions): - new table `berth_pdf_versions` with monotonic `version_number` per berth, `storage_key` (renamed convention from §4.7a), sha256, size, `download_url_expires_at` cache slot for §11.1 signed-URL throttling, and `parse_results` jsonb for the audit trail. - new column `berths.current_pdf_version_id` (deferred from Phase 0) with FK to `berth_pdf_versions(id)` ON DELETE SET NULL. - relations + types exported from `schema/berths.ts`. 3-tier reverse parser (`lib/services/berth-pdf-parser.ts`): 1. AcroForm via pdf-lib — pulls named fields (`length_ft`, `mooring_number`, etc.) at confidence 1. Sample PDF has 0 such fields, so this is defensive coverage for future templates. 2. OCR via Tesseract.js — positional/regex heuristics keyed off the §9.2 layout (Length/Width/Water Depth as `<imperial> / <metric>`, `WEEK HIGH / LOW`, `CONFIRMED THROUGH UNTIL <date>`, etc.). Returns per-field confidence + global mean; flags imperial-vs-metric drift >1% in `warnings`. 3. AI fallback — gated via `getResolvedOcrConfig()` (existing openai/claude provider). Surfaced from the diff dialog only when `shouldOfferAiTier()` returns true (mean OCR confidence below 0.55 threshold), so OPENAI_API_KEY isn't burned on every upload. Service layer (`lib/services/berth-pdf.service.ts`): - `uploadBerthPdf()` — magic-byte check, size cap, version-number bump + current pointer in one transaction. - `reconcilePdfWithBerth()` — auto-applies fields where CRM is null; flags conflicts when CRM and PDF disagree; tolerates ±1% on numeric columns; warns on mooring-number-in-PDF mismatch (§14.6). - `applyParseResults()` — hard allowlist of writable columns; stamps `appliedFields` onto `parse_results` for audit. - `rollbackToVersion()` — pointer flip only, never re-parses (§14.6). - `listBerthPdfVersions()` — version list with 15-min signed URLs. - `getMaxUploadMb()` — port-override → global → default 15 lookup on `system_settings.berth_pdf_max_upload_mb`. §14.6 critical mitigations: - Magic-byte check (`%PDF-`) on every upload; mismatch deletes the storage object and rejects the request. - Size cap from `system_settings.berth_pdf_max_upload_mb` (default 15 MB); enforced in the upload-url presign AND server-side. - 0-byte uploads rejected. - Mooring-number mismatch surfaces as a `warnings[]` entry on the reconcile result so the rep sees it in the diff dialog. - Imperial vs metric ±1% tolerance in both the parser warnings and the reconcile equality check. - Path traversal already blocked at the storage layer (Phase 6a). API + UI: - `POST /api/v1/berths/[id]/pdf-upload-url` — presigned URL (S3) or HMAC-signed proxy URL (filesystem) sized to the per-port cap. - `POST /api/v1/berths/[id]/pdf-versions` — verifies the upload via `backend.head()`, writes the row, bumps `current_pdf_version_id`. - `GET /api/v1/berths/[id]/pdf-versions` — version list + signed URLs. - `POST /api/v1/berths/[id]/pdf-versions/[versionId]/rollback`. - `POST /api/v1/berths/[id]/pdf-versions/parse-results/apply` — rep-confirmed diff payload. - New "Documents" tab on the berth detail page (`berth-tabs.tsx`) with current-PDF panel, version history, Replace PDF button, and `<PdfReconcileDialog>` for the auto-applied + conflicts UX. System settings: - `berth_pdf_max_upload_mb` (default 15) — caps presigned-upload size + server-side validation. Resolved port-override → global → default. Tests: - `tests/unit/services/berth-pdf-parser.test.ts` — magic bytes, feet-inches, human dates, full §9.2-shaped OCR text → 18 fields, drift warning, AI-tier gate. - `tests/unit/services/berth-pdf-acroform.test.ts` — synthetic pdf-lib AcroForm round-trip. - `tests/integration/berth-pdf-versions.test.ts` — upload, version- number bump, magic-byte rejection, reconcile auto-applied vs conflicts vs ±1% tolerance, mooring-number warning, applyParseResults allowlist enforcement, rollback semantics. Acceptance: `pnpm exec tsc --noEmit` clean, `pnpm exec vitest run` green at 1103/1103. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 03:34:24 +02:00
{
id: 'documents',
label: 'Documents',
content: <BerthDocumentsTab berthId={berth.id} />,
},
{
id: 'waiting-list',
label: 'Waiting List',
content: <StubTab label="Waiting List" />,
},
{
id: 'maintenance',
label: 'Maintenance Log',
content: <StubTab label="Maintenance Log" />,
},
{
id: 'activity',
label: 'Activity',
content: (
<EntityActivityFeed
endpoint={`/api/v1/berths/${berth.id}/activity`}
emptyText="No activity recorded for this berth yet."
/>
),
},
];
}