Files
pn-new-crm/src/hooks/use-breadcrumb-hint.ts

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feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
'use client';
import { useEffect } from 'react';
import { usePathname } from 'next/navigation';
import { type BreadcrumbHint, useBreadcrumbStore } from '@/stores/breadcrumb-store';
/**
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
* Detail pages call this on mount to register their entity hierarchy.
* The hint is consumed by `useSmartBack` to label the topbar back
* button - the closest parent in `parents` becomes the back target,
* so a rep on an interest page sees "Back to Mary Smith" (the client
* they drilled in from) instead of the URL-derived "Back to Clients".
*
* Pass a stable hint object (or memoise the inputs) so the effect
* doesn't re-fire every render.
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
*
* Example (interest detail page):
* useBreadcrumbHint({
* parents: [{ label: 'Mary Smith', href: '/port/clients/abc' }],
* current: 'B17',
* });
*
* The hint clears when the page unmounts so a stale hierarchy doesn't
* leak into the next route.
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
*
* Naming note: the hook + store kept their `breadcrumb` prefix when
* the topbar breadcrumb trail was retired in favor of the contextual
* back button. They are now back-context hints, not breadcrumb chain
* entries - the names stayed to avoid touching every detail page.
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
*/
export function useBreadcrumbHint(hint: BreadcrumbHint | null | undefined): void {
const pathname = usePathname();
const setHint = useBreadcrumbStore((s) => s.setHint);
const clearHint = useBreadcrumbStore((s) => s.clearHint);
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
const cacheLabel = useBreadcrumbStore((s) => s.cacheLabel);
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
// Stringify for stable equality - caller can pass an object literal
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
// each render without wrecking effect deps. The serialized form is
// tiny (handful of strings) so this is cheap.
const serialized = hint ? JSON.stringify(hint) : null;
useEffect(() => {
if (!serialized || !hint) return;
setHint(pathname, hint);
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
// Snapshot the display label into the persistent labelCache so the
// back button can render "Back to Sarah Doe" after the rep has
// drilled away from her detail page (at which point the hint above
// has unmounted, but the label is still load-bearing).
cacheLabel(pathname, hint.current);
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
return () => {
clearHint(pathname);
};
// serialized stands in for `hint` value-equality; pathname triggers
// re-register if the page navigates without unmounting (rare but
// possible on client-side route swaps within the same layout).
// eslint-disable-next-line react-hooks/exhaustive-deps
feat(launch-readiness-batch): UAT drains, navigation refactor, launch infra, trackers Bundles the rest of the in-flight work from this UAT round into one checkpoint. Each sub-area is independent; see the headings below. UAT polish (drained 11 findings from active-uat.md): - Dialog primitive default bumped sm:max-w-xl/lg:max-w-3xl → sm:max-w-2xl/lg:max-w-4xl so multi-field forms + PDF previews aren't cramped at 1440-1920px. - Notes tab badge aggregation: new countFor{Client,Yacht,Company} Aggregated helpers in notes.service mirror the listFor*Aggregated symmetric-reach joins. yacht-tabs + company-tabs render the badge; client-tabs already had badge support. - Supplemental-info form polish bundle: BrandedAuthShell gains a `width: 'sm' | 'md'` prop (md uses min-h-dvh scroll instead of fixed inset-0 pin so long forms scroll naturally). Form picks up port branding (logoUrl + backgroundUrl + appName) via loadByToken. Address fields completed (street + city + region + postal + country). Port name eyebrow + success-state copy added. - new-document-menu Upload-file landing toast: per-file completion emits toast.success with action link to the destination entity or folder. - interest-tabs OverviewTab "from client" pill on Email + Phone rows via new EditableRow `inheritedFrom` prop. - create-document-wizard subject picker → segmented button strip (5 types visible at once). Launch infra: - UTM column wiring (Init 1b step 4): migration 0089_website_submissions_utm.sql adds utm_source/medium/campaign/ term/content + composite index (port_id, utm_source, received_at) for per-campaign rollups. website-inquiries intake accepts the five fields. Residential intake intentionally untouched per audit scope. - Invoicing module gate (Init 1c spike): new invoices-module.service + invoices layout guard + registry entry invoices_module_enabled (default false). Audit conclusion in launch-readiness.md: payments table is canonical money path; /invoices flow is parallel infrastructure now hidden by default. Smart-back navigation refactor: - Replaced breadcrumb component with history-aware Back button. New route-labels.ts + use-smart-back hook + navigation-history-tracker so back falls through to the parent route when there's no prior page in history. - Sidebar / topbar / mobile-topbar adopt the new pattern; old breadcrumb-store kept for back-compat consumers but the breadcrumbs component is gone. - 6 detail pages (admin/errors per-id + codes, invoices/ upload-receipts, reports kind, tenancies detail, analytics metric, client detail) migrated. Trackers + docs: - docs/launch-readiness.md — master pre-launch tracker. Includes the reports gap audit (cross-cutting filter set, Marketing + Financial blockers, custom builder remaining entities, scheduled CSV/XLSX, template scope picker). - docs/superpowers/audits/active-uat.md — 15 findings flipped OPEN → SHIPPED locally with fix-applied notes; 4 OPEN remaining (each blocked on user input or cross-repo). - CLAUDE.md — minor session notes carried forward. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 22:42:37 +02:00
}, [serialized, pathname, setHint, clearHint, cacheLabel]);
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
}