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pn-new-crm/src/components/companies/company-form.tsx

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'use client';
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
import { useEffect, useMemo, useState } from 'react';
import { useForm } from 'react-hook-form';
import { zodResolver } from '@hookform/resolvers/zod';
import { useMutation, useQueryClient } from '@tanstack/react-query';
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
import { useRouter } from 'next/navigation';
import { Loader2, Plus, X, ChevronsUpDown, Check } from 'lucide-react';
import { z } from 'zod';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Textarea } from '@/components/ui/textarea';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Sheet, SheetContent, SheetFooter, SheetHeader, SheetTitle } from '@/components/ui/sheet';
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
import {
AlertDialog,
AlertDialogAction,
AlertDialogCancel,
AlertDialogContent,
AlertDialogDescription,
AlertDialogFooter,
AlertDialogHeader,
AlertDialogTitle,
} from '@/components/ui/alert-dialog';
import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
import {
Command,
CommandEmpty,
CommandGroup,
CommandInput,
CommandItem,
CommandList,
} from '@/components/ui/command';
import { Badge } from '@/components/ui/badge';
import { Separator } from '@/components/ui/separator';
import { TagPicker } from '@/components/shared/tag-picker';
feat(i18n): country/phone/timezone/subdivision primitives + form wiring Cross-cutting i18n polish for forms across the marina + residential + company domains. Introduces a single source of truth for country/phone/timezone/ subdivision data and replaces every nationality-as-free-text and timezone- as-string Input with a dedicated combobox. PR1 Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames for localized labels, detectDefaultCountry() with navigator-region fallback to US, CountryCombobox with regional-indicator flag glyphs + compact mode for inline use. PR2 Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType / callingCodeFor), PhoneInput with flag dropdown + national-format AsYouType + paste-detect that flips the country dropdown for pasted international strings. PR3 Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/ ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"), TimezoneCombobox with Suggested/All grouping driven by countryHint. PR4 Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2 codes for every country), per-country cache, SubdivisionCombobox with "Pick a country first" / "No regions available" empty states. PR5 Schema deltas (migration 0015) — clients.nationality_iso, clientContacts {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso}, residentialClients {phone_e164, phone_country, nationality_iso, timezone, place_of_residence_country_iso, subdivision_iso}, companies {incorporation_ country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso, subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used by every entity validator + route handler. PR6 ClientForm + ClientDetail — CountryCombobox replaces nationality Input, TimezoneCombobox replaces timezone Input (driven by nationalityIso hint), PhoneInput conditionally rendered for phone/whatsapp contacts. Inline editors (InlineCountryField / InlineTimezoneField / InlinePhoneField) for the detail-page overview rows + ContactsEditor. PR7 Residential client form + detail — phone -> PhoneInput, nationality/ timezone/place-of-residence-country/subdivision rows in both create sheet and inline-editable detail view. Subdivision wipes when country flips since codes are country-scoped. PR8 Company form + detail — incorporation country -> CountryCombobox, incorporation region -> SubdivisionCombobox in both modes. PR9 Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry and i18n fields from newer website builds, server-side parsePhone() fallback for legacy raw-international submissions. Old Nuxt builds keep working unchanged. Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for the public phone-normalization path (3 tests), 1 smoke spec asserting the combobox triggers render in all three create sheets. Test totals: vitest 713 -> 741 (+28). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
import { CountryCombobox } from '@/components/shared/country-combobox';
import { SubdivisionCombobox } from '@/components/shared/subdivision-combobox';
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
import { ClientForm } from '@/components/clients/client-form';
import { YachtForm } from '@/components/yachts/yacht-form';
import { InterestForm } from '@/components/interests/interest-form';
import { apiFetch } from '@/lib/api/client';
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
import { useEntityOptions } from '@/hooks/use-entity-options';
import { toastError } from '@/lib/api/toast-error';
import { createCompanySchema, type CreateCompanyInput } from '@/lib/validators/companies';
feat(i18n): country/phone/timezone/subdivision primitives + form wiring Cross-cutting i18n polish for forms across the marina + residential + company domains. Introduces a single source of truth for country/phone/timezone/ subdivision data and replaces every nationality-as-free-text and timezone- as-string Input with a dedicated combobox. PR1 Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames for localized labels, detectDefaultCountry() with navigator-region fallback to US, CountryCombobox with regional-indicator flag glyphs + compact mode for inline use. PR2 Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType / callingCodeFor), PhoneInput with flag dropdown + national-format AsYouType + paste-detect that flips the country dropdown for pasted international strings. PR3 Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/ ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"), TimezoneCombobox with Suggested/All grouping driven by countryHint. PR4 Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2 codes for every country), per-country cache, SubdivisionCombobox with "Pick a country first" / "No regions available" empty states. PR5 Schema deltas (migration 0015) — clients.nationality_iso, clientContacts {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso}, residentialClients {phone_e164, phone_country, nationality_iso, timezone, place_of_residence_country_iso, subdivision_iso}, companies {incorporation_ country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso, subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used by every entity validator + route handler. PR6 ClientForm + ClientDetail — CountryCombobox replaces nationality Input, TimezoneCombobox replaces timezone Input (driven by nationalityIso hint), PhoneInput conditionally rendered for phone/whatsapp contacts. Inline editors (InlineCountryField / InlineTimezoneField / InlinePhoneField) for the detail-page overview rows + ContactsEditor. PR7 Residential client form + detail — phone -> PhoneInput, nationality/ timezone/place-of-residence-country/subdivision rows in both create sheet and inline-editable detail view. Subdivision wipes when country flips since codes are country-scoped. PR8 Company form + detail — incorporation country -> CountryCombobox, incorporation region -> SubdivisionCombobox in both modes. PR9 Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry and i18n fields from newer website builds, server-side parsePhone() fallback for legacy raw-international submissions. Old Nuxt builds keep working unchanged. Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for the public phone-normalization path (3 tests), 1 smoke spec asserting the combobox triggers render in all three create sheets. Test totals: vitest 713 -> 741 (+28). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
import type { CountryCode } from '@/lib/i18n/countries';
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
import { cn } from '@/lib/utils';
type CompanyStatus = 'active' | 'dissolved';
type CompanyFormValues = z.input<typeof createCompanySchema>;
interface CompanyFormProps {
open: boolean;
onOpenChange: (open: boolean) => void;
/** If provided, form is in edit mode */
company?: {
id: string;
name: string;
legalName: string | null;
taxId: string | null;
registrationNumber: string | null;
feat(i18n): country/phone/timezone/subdivision primitives + form wiring Cross-cutting i18n polish for forms across the marina + residential + company domains. Introduces a single source of truth for country/phone/timezone/ subdivision data and replaces every nationality-as-free-text and timezone- as-string Input with a dedicated combobox. PR1 Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames for localized labels, detectDefaultCountry() with navigator-region fallback to US, CountryCombobox with regional-indicator flag glyphs + compact mode for inline use. PR2 Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType / callingCodeFor), PhoneInput with flag dropdown + national-format AsYouType + paste-detect that flips the country dropdown for pasted international strings. PR3 Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/ ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"), TimezoneCombobox with Suggested/All grouping driven by countryHint. PR4 Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2 codes for every country), per-country cache, SubdivisionCombobox with "Pick a country first" / "No regions available" empty states. PR5 Schema deltas (migration 0015) — clients.nationality_iso, clientContacts {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso}, residentialClients {phone_e164, phone_country, nationality_iso, timezone, place_of_residence_country_iso, subdivision_iso}, companies {incorporation_ country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso, subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used by every entity validator + route handler. PR6 ClientForm + ClientDetail — CountryCombobox replaces nationality Input, TimezoneCombobox replaces timezone Input (driven by nationalityIso hint), PhoneInput conditionally rendered for phone/whatsapp contacts. Inline editors (InlineCountryField / InlineTimezoneField / InlinePhoneField) for the detail-page overview rows + ContactsEditor. PR7 Residential client form + detail — phone -> PhoneInput, nationality/ timezone/place-of-residence-country/subdivision rows in both create sheet and inline-editable detail view. Subdivision wipes when country flips since codes are country-scoped. PR8 Company form + detail — incorporation country -> CountryCombobox, incorporation region -> SubdivisionCombobox in both modes. PR9 Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry and i18n fields from newer website builds, server-side parsePhone() fallback for legacy raw-international submissions. Old Nuxt builds keep working unchanged. Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for the public phone-normalization path (3 tests), 1 smoke spec asserting the combobox triggers render in all three create sheets. Test totals: vitest 713 -> 741 (+28). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
incorporationCountryIso: string | null;
incorporationSubdivisionIso: string | null;
incorporationDate: string | null;
status: string;
billingEmail: string | null;
notes: string | null;
};
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
/**
* Optional initial values for the create flow used by the global
* command-search quick-create ("New company 'matthew'" lands on
* `/companies?create=1&prefill_name=matthew`). Ignored in edit mode.
*/
prefill?: {
name?: string;
};
}
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
export function CompanyForm({ open, onOpenChange, company, prefill }: CompanyFormProps) {
const queryClient = useQueryClient();
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
const router = useRouter();
const isEdit = !!company;
const [formError, setFormError] = useState<string | null>(null);
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
// Connection state — only used in create mode. Editing companies is done
// from the detail page where members + yachts have their own tabs that
// know how to handle removal / reassignment cleanly.
const [attachedClientIds, setAttachedClientIds] = useState<string[]>([]);
const [attachedYachtIds, setAttachedYachtIds] = useState<string[]>([]);
const [clientFormOpen, setClientFormOpen] = useState(false);
const [yachtFormOpen, setYachtFormOpen] = useState(false);
// After successful save the dialog flow can branch: ask the rep whether to
// also attach the picked clients' yachts (when any of them own yachts), and
// optionally chain to a New Interest form pre-filled with one of the
// attached clients.
const [createdCompanyId, setCreatedCompanyId] = useState<string | null>(null);
const [pendingYachtPullIn, setPendingYachtPullIn] = useState<
{ yachtId: string; yachtName: string }[] | null
>(null);
// Reserved for the inverse pull-in (attached yacht → owner client). Wired
// through but the inferring query is deferred — owner history isn't yet
// surfaced cheaply via the yacht endpoint.
// const [pendingOwnerPullIn, setPendingOwnerPullIn] = useState<...>(null);
const [createInterestFor, setCreateInterestFor] = useState<string | null>(null);
const {
register,
handleSubmit,
watch,
setValue,
reset,
formState: { errors, isSubmitting },
} = useForm<CompanyFormValues>({
resolver: zodResolver(createCompanySchema),
defaultValues: {
name: '',
status: 'active',
tagIds: [],
},
});
const tagIds = watch('tagIds') ?? [];
const status = watch('status') ?? 'active';
// Populate form when editing, or reset to defaults in create mode.
useEffect(() => {
if (company && open) {
reset({
name: company.name,
legalName: company.legalName ?? undefined,
taxId: company.taxId ?? undefined,
registrationNumber: company.registrationNumber ?? undefined,
feat(i18n): country/phone/timezone/subdivision primitives + form wiring Cross-cutting i18n polish for forms across the marina + residential + company domains. Introduces a single source of truth for country/phone/timezone/ subdivision data and replaces every nationality-as-free-text and timezone- as-string Input with a dedicated combobox. PR1 Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames for localized labels, detectDefaultCountry() with navigator-region fallback to US, CountryCombobox with regional-indicator flag glyphs + compact mode for inline use. PR2 Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType / callingCodeFor), PhoneInput with flag dropdown + national-format AsYouType + paste-detect that flips the country dropdown for pasted international strings. PR3 Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/ ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"), TimezoneCombobox with Suggested/All grouping driven by countryHint. PR4 Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2 codes for every country), per-country cache, SubdivisionCombobox with "Pick a country first" / "No regions available" empty states. PR5 Schema deltas (migration 0015) — clients.nationality_iso, clientContacts {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso}, residentialClients {phone_e164, phone_country, nationality_iso, timezone, place_of_residence_country_iso, subdivision_iso}, companies {incorporation_ country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso, subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used by every entity validator + route handler. PR6 ClientForm + ClientDetail — CountryCombobox replaces nationality Input, TimezoneCombobox replaces timezone Input (driven by nationalityIso hint), PhoneInput conditionally rendered for phone/whatsapp contacts. Inline editors (InlineCountryField / InlineTimezoneField / InlinePhoneField) for the detail-page overview rows + ContactsEditor. PR7 Residential client form + detail — phone -> PhoneInput, nationality/ timezone/place-of-residence-country/subdivision rows in both create sheet and inline-editable detail view. Subdivision wipes when country flips since codes are country-scoped. PR8 Company form + detail — incorporation country -> CountryCombobox, incorporation region -> SubdivisionCombobox in both modes. PR9 Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry and i18n fields from newer website builds, server-side parsePhone() fallback for legacy raw-international submissions. Old Nuxt builds keep working unchanged. Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for the public phone-normalization path (3 tests), 1 smoke spec asserting the combobox triggers render in all three create sheets. Test totals: vitest 713 -> 741 (+28). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
incorporationCountryIso: company.incorporationCountryIso ?? undefined,
incorporationSubdivisionIso: company.incorporationSubdivisionIso ?? undefined,
incorporationDate: company.incorporationDate
? new Date(company.incorporationDate)
: undefined,
status: (company.status as CompanyStatus) ?? 'active',
billingEmail: company.billingEmail ?? undefined,
notes: company.notes ?? undefined,
tagIds: [],
});
} else if (!company && open) {
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
reset({ name: prefill?.name ?? '', status: 'active', tagIds: [] });
}
setFormError(null);
fix(uat): batch — timeline overshoot, name-sync, reset-password, dashboard cleanup, queue/seed hygiene + alpha UAT findings doc UAT findings landed across the last few Playwright + React Grab passes; single grouped commit so the index doesn't fragment into 30 one-liners. User & auth: - `user-settings`: name now updates the avatar + topbar menu after save (was reading stale session). - `me/password-reset`: 3 bugs (token validation, error response shape, redirect chain). - Admin user permission-overrides route honours the same envelope as the rest of the admin surface. Dashboard: - Removed obsolete `revenue-breakdown-chart` + `dashboard-widgets-card` (replaced by the customisable widget grid). - Strip `revenue_breakdown` from analytics route + use-analytics + service + integration test so nothing renders an empty card. - Activity log timeline overshoot fix (`interest-timeline` + `entity-activity-feed`). - Tightened tiles: active-deals, berth-heat-widget, pipeline-value, kpi-tile. - `dev-mode-banner`: derive dismissed state synchronously instead of via an effect (set-state-in-effect lint rule). Forms & lists (assorted polish): - client / company / yacht / interest / reminder forms — validation + empty-state copy + tab transitions. - companies/yachts list tweaks; berth recommender panel; qualification checklist; supplemental info request button. Infra & misc: - Queue workers (ai / email / notifications) — log shape + per-job timeout consistency. - Auth / brochures / users schema small adjustments; seeds reflect permissions matrix changes. - Scan shell + scanner manifest + AI admin page small fixes. - `next.config.transpilePackages` adds `echarts`/`zrender`/`echarts-for-react` (recommended config from echarts-for-react inside Next). Docs: - `docs/superpowers/audits/alpha-uat-master.md` — single rolling cross-cutting UAT findings doc (per CLAUDE.md convention). - `docs/BACKLOG.md`: dashboard stats cards (§I) + activity-log normalization (§J). - 2026-05-18 audit log updated with this batch. - `CLAUDE.md` — small manual UAT scaffold notes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 15:56:11 +02:00
}, [company, open, reset, prefill]);
const mutation = useMutation({
mutationFn: async (data: CreateCompanyInput) => {
if (isEdit) {
// updateCompanySchema omits tagIds - strip them from PATCH body.
const { tagIds: _tIds, ...rest } = data;
void _tIds;
await apiFetch(`/api/v1/companies/${company!.id}`, {
method: 'PATCH',
body: rest,
});
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
return null;
}
const res = await apiFetch<{ data: { id: string } }>('/api/v1/companies', {
method: 'POST',
body: data,
});
const newCompanyId = res.data.id;
// Connect each attached client as a company member. Failures collected
// here surface as a toast but don't roll back the company create — the
// rep can fix individual mismatches from the company detail page.
for (const clientId of attachedClientIds) {
try {
await apiFetch(`/api/v1/companies/${newCompanyId}/members`, {
method: 'POST',
body: { clientId, role: 'member' },
});
} catch (err) {
toastError(err);
}
}
// Transfer ownership of each attached yacht to the company. This uses
// the existing yacht-transfer endpoint so the audit log + ownership
// history records the change just like a manual transfer would.
for (const yachtId of attachedYachtIds) {
try {
await apiFetch(`/api/v1/yachts/${yachtId}/transfer`, {
method: 'POST',
body: {
newOwner: { type: 'company', id: newCompanyId },
reason: 'Attached during company creation',
},
});
} catch (err) {
toastError(err);
}
}
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
return newCompanyId;
},
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
onSuccess: async (newCompanyId) => {
queryClient.invalidateQueries({ queryKey: ['companies'] });
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
if (isEdit || !newCompanyId) {
onOpenChange(false);
return;
}
setCreatedCompanyId(newCompanyId);
// Step 2a: If any attached client owns yachts the rep didn't already
// attach, prompt to pull them in. Resolved here so the rep can opt out
// per-yacht rather than getting a blanket "everything attached" flow.
try {
const yachtsToOffer: { yachtId: string; yachtName: string }[] = [];
for (const clientId of attachedClientIds) {
const res = await apiFetch<{
data: Array<{ id: string; name: string; currentOwnerType: string }>;
}>(`/api/v1/yachts?ownerType=client&ownerId=${clientId}`);
for (const y of res.data) {
if (!attachedYachtIds.includes(y.id)) {
yachtsToOffer.push({ yachtId: y.id, yachtName: y.name });
}
}
}
if (yachtsToOffer.length > 0) {
setPendingYachtPullIn(yachtsToOffer);
return;
}
} catch {
// Yacht lookup failure is non-fatal — fall through to interest prompt.
}
// (Step 2b — yacht-owner pull-in — deferred. Adding it cleanly needs
// the yachts API to surface prior owners post-transfer, which currently
// only lives in the activity log. Tracked for follow-up.)
finishWithInterestPrompt(newCompanyId);
},
onError: (err: unknown) => {
const msg = err instanceof Error ? err.message : 'Failed to save company';
setFormError(msg);
},
});
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
function finishWithInterestPrompt(newCompanyId: string) {
void newCompanyId;
if (attachedClientIds.length > 0) {
setCreateInterestFor(attachedClientIds[0] ?? null);
} else {
onOpenChange(false);
}
}
return (
<Sheet open={open} onOpenChange={onOpenChange}>
<SheetContent className="w-full sm:max-w-2xl overflow-y-auto">
<SheetHeader>
<SheetTitle>{isEdit ? 'Edit Company' : 'New Company'}</SheetTitle>
</SheetHeader>
<form
onSubmit={handleSubmit((data) => {
setFormError(null);
mutation.mutate(data as CreateCompanyInput);
})}
className="space-y-6 py-6"
>
{/* Basics */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Basics
</h3>
<div className="grid grid-cols-2 gap-4">
<div className="col-span-2 space-y-1">
<Label>Name *</Label>
<Input {...register('name')} placeholder="Acme Holdings Ltd" />
{errors.name && <p className="text-xs text-destructive">{errors.name.message}</p>}
</div>
<div className="col-span-2 space-y-1">
<Label>Legal Name</Label>
<Input {...register('legalName')} placeholder="Acme Holdings Limited" />
</div>
</div>
</div>
<Separator />
{/* Registration */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Registration
</h3>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-1">
<Label>Tax ID</Label>
<Input {...register('taxId')} placeholder="VAT / EIN" />
</div>
<div className="space-y-1">
<Label>Registration Number</Label>
<Input {...register('registrationNumber')} placeholder="Company #" />
</div>
<div className="space-y-1">
<Label>Incorporation Country</Label>
feat(i18n): country/phone/timezone/subdivision primitives + form wiring Cross-cutting i18n polish for forms across the marina + residential + company domains. Introduces a single source of truth for country/phone/timezone/ subdivision data and replaces every nationality-as-free-text and timezone- as-string Input with a dedicated combobox. PR1 Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames for localized labels, detectDefaultCountry() with navigator-region fallback to US, CountryCombobox with regional-indicator flag glyphs + compact mode for inline use. PR2 Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType / callingCodeFor), PhoneInput with flag dropdown + national-format AsYouType + paste-detect that flips the country dropdown for pasted international strings. PR3 Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/ ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"), TimezoneCombobox with Suggested/All grouping driven by countryHint. PR4 Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2 codes for every country), per-country cache, SubdivisionCombobox with "Pick a country first" / "No regions available" empty states. PR5 Schema deltas (migration 0015) — clients.nationality_iso, clientContacts {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso}, residentialClients {phone_e164, phone_country, nationality_iso, timezone, place_of_residence_country_iso, subdivision_iso}, companies {incorporation_ country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso, subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used by every entity validator + route handler. PR6 ClientForm + ClientDetail — CountryCombobox replaces nationality Input, TimezoneCombobox replaces timezone Input (driven by nationalityIso hint), PhoneInput conditionally rendered for phone/whatsapp contacts. Inline editors (InlineCountryField / InlineTimezoneField / InlinePhoneField) for the detail-page overview rows + ContactsEditor. PR7 Residential client form + detail — phone -> PhoneInput, nationality/ timezone/place-of-residence-country/subdivision rows in both create sheet and inline-editable detail view. Subdivision wipes when country flips since codes are country-scoped. PR8 Company form + detail — incorporation country -> CountryCombobox, incorporation region -> SubdivisionCombobox in both modes. PR9 Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry and i18n fields from newer website builds, server-side parsePhone() fallback for legacy raw-international submissions. Old Nuxt builds keep working unchanged. Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for the public phone-normalization path (3 tests), 1 smoke spec asserting the combobox triggers render in all three create sheets. Test totals: vitest 713 -> 741 (+28). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
<CountryCombobox
value={watch('incorporationCountryIso')}
onChange={(iso) => {
setValue('incorporationCountryIso', iso ?? undefined);
// Wipe subdivision when country flips - codes are country-scoped.
feat(i18n): country/phone/timezone/subdivision primitives + form wiring Cross-cutting i18n polish for forms across the marina + residential + company domains. Introduces a single source of truth for country/phone/timezone/ subdivision data and replaces every nationality-as-free-text and timezone- as-string Input with a dedicated combobox. PR1 Countries — ALL_COUNTRY_CODES (~250 ISO-3166-1 alpha-2), Intl.DisplayNames for localized labels, detectDefaultCountry() with navigator-region fallback to US, CountryCombobox with regional-indicator flag glyphs + compact mode for inline use. PR2 Phone — libphonenumber-js wrapper (parsePhone / formatAsYouType / callingCodeFor), PhoneInput with flag dropdown + national-format AsYouType + paste-detect that flips the country dropdown for pasted international strings. PR3 Timezones — country->IANA map (250 entries, multi-zone for AU/BR/CA/CD/ ID/KZ/MN/MX/RU/US), formatTimezoneLabel ("Europe/London (UTC+1)"), TimezoneCombobox with Suggested/All grouping driven by countryHint. PR4 Subdivisions — wraps the iso-3166-2 npm package (~5000 ISO 3166-2 codes for every country), per-country cache, SubdivisionCombobox with "Pick a country first" / "No regions available" empty states. PR5 Schema deltas (migration 0015) — clients.nationality_iso, clientContacts {value_e164, value_country}, clientAddresses {country_iso, subdivision_iso}, residentialClients {phone_e164, phone_country, nationality_iso, timezone, place_of_residence_country_iso, subdivision_iso}, companies {incorporation_ country_iso, incorporation_subdivision_iso}, companyAddresses {country_iso, subdivision_iso}. Plus shared zod validators (validators/i18n.ts) used by every entity validator + route handler. PR6 ClientForm + ClientDetail — CountryCombobox replaces nationality Input, TimezoneCombobox replaces timezone Input (driven by nationalityIso hint), PhoneInput conditionally rendered for phone/whatsapp contacts. Inline editors (InlineCountryField / InlineTimezoneField / InlinePhoneField) for the detail-page overview rows + ContactsEditor. PR7 Residential client form + detail — phone -> PhoneInput, nationality/ timezone/place-of-residence-country/subdivision rows in both create sheet and inline-editable detail view. Subdivision wipes when country flips since codes are country-scoped. PR8 Company form + detail — incorporation country -> CountryCombobox, incorporation region -> SubdivisionCombobox in both modes. PR9 Public inquiry endpoint — accepts pre-normalized phoneE164/phoneCountry and i18n fields from newer website builds, server-side parsePhone() fallback for legacy raw-international submissions. Old Nuxt builds keep working unchanged. Tests: 4 unit suites for the primitives (25 tests), 1 integration spec for the public phone-normalization path (3 tests), 1 smoke spec asserting the combobox triggers render in all three create sheets. Test totals: vitest 713 -> 741 (+28). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 18:13:08 +02:00
setValue('incorporationSubdivisionIso', undefined);
}}
data-testid="company-incorp-country"
/>
</div>
<div className="space-y-1">
<Label>Incorporation Region</Label>
<SubdivisionCombobox
value={watch('incorporationSubdivisionIso')}
onChange={(code) => setValue('incorporationSubdivisionIso', code ?? undefined)}
country={(watch('incorporationCountryIso') as CountryCode | undefined) ?? null}
data-testid="company-incorp-subdivision"
/>
</div>
<div className="space-y-1">
<Label>Incorporation Date</Label>
<Input type="date" {...register('incorporationDate')} />
{errors.incorporationDate && (
<p className="text-xs text-destructive">{errors.incorporationDate.message}</p>
)}
</div>
</div>
</div>
<Separator />
{/* Contact & Status */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Contact & Status
</h3>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-1">
<Label>Billing Email</Label>
<Input
type="email"
{...register('billingEmail')}
placeholder="billing@example.com"
/>
{errors.billingEmail && (
<p className="text-xs text-destructive">{errors.billingEmail.message}</p>
)}
</div>
<div className="space-y-1">
<Label>Status</Label>
<Select
value={status}
onValueChange={(v) => setValue('status', v as CompanyStatus)}
>
<SelectTrigger>
<SelectValue placeholder="Select status" />
</SelectTrigger>
<SelectContent>
<SelectItem value="active">Active</SelectItem>
<SelectItem value="dissolved">Dissolved</SelectItem>
</SelectContent>
</Select>
</div>
</div>
</div>
<Separator />
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
{/* Connections — only on create. Editing membership / yacht ownership
from this form would race with the same actions on the detail
tabs (and the audit trail of a "create + attach 5 clients in one
flow" is much more readable than 6 separate create rows). */}
{!isEdit && (
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Connections
</h3>
<div className="space-y-3">
<div className="space-y-1">
<Label className="text-xs">Member clients</Label>
<EntityMultiPicker
endpoint="/api/v1/clients/options"
labelKey="fullName"
placeholder="Add a client…"
selectedIds={attachedClientIds}
onChange={setAttachedClientIds}
/>
<p className="text-[11px] text-muted-foreground">
Each pick becomes a company member with role=member. You can refine roles
afterwards on the Members tab.
</p>
</div>
<div className="space-y-1">
<Label className="text-xs">Yachts owned by the company</Label>
<EntityMultiPicker
endpoint="/api/v1/yachts/options"
labelKey="name"
placeholder="Add a yacht…"
selectedIds={attachedYachtIds}
onChange={setAttachedYachtIds}
/>
<p className="text-[11px] text-muted-foreground">
Adding a yacht transfers its ownership to this company (logged in the
yacht&apos;s audit trail). Skip if you only want to associate without changing
ownership.
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
</p>
</div>
<div className="flex flex-wrap gap-2">
<Button
type="button"
variant="outline"
size="sm"
onClick={() => setClientFormOpen(true)}
>
<Plus className="mr-1 h-3.5 w-3.5" aria-hidden /> New client
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
</Button>
<Button
type="button"
variant="outline"
size="sm"
onClick={() => setYachtFormOpen(true)}
>
<Plus className="mr-1 h-3.5 w-3.5" aria-hidden /> New yacht
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
</Button>
</div>
</div>
</div>
)}
<Separator />
{/* Notes */}
<div className="space-y-2">
<Label>Notes</Label>
<Textarea
{...register('notes')}
placeholder="Internal notes about this company"
rows={4}
/>
</div>
<Separator />
{/* Tags */}
<div className="space-y-2">
<Label>Tags</Label>
<TagPicker selectedIds={tagIds} onChange={(ids) => setValue('tagIds', ids)} />
</div>
{formError && (
<p className="text-sm text-destructive" role="alert">
{formError}
</p>
)}
<SheetFooter>
<Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type="submit" disabled={isSubmitting || mutation.isPending}>
{(isSubmitting || mutation.isPending) && (
<Loader2 className="mr-2 h-4 w-4 animate-spin" aria-hidden />
)}
fix(audit-wave-9): copy/terminology sweep (copy-auditor) Address the highest-impact items from the copy-auditor's CRITICAL + HIGH + MEDIUM bands: **C2 portal raw-status leak** - Drop the staff-only `leadCategory` chip from the portal interests page entirely. Privacy + optics: clients should never see "hot lead" in their own portal. `eoiStatus` was already wrapped in `portalSigningLabel`; only the categorical chip remained. **C3 signing-status label drift** - Add `src/lib/labels/document-status.ts` as the single source of truth for the {draft, sent, partially_signed, completed, expired, cancelled} lifecycle: labels (CRM + portal variants), StatusPill variant, and the "active / in-flight" set. - Wire it into interest-eoi-tab, interest-contract-tab, interest-reservation-tab — they previously redefined identical STATUS_LABELS / ACTIVE_STATUSES blocks per-file. **H1 + M3 verbiage codemod** - `Save Changes` → `Save changes` (sentence case, matches the surrounding admin/CRM pattern). - `Saving...` (ASCII three dots) → `Saving…` (Unicode ellipsis). Matches the project's UTF-8-elsewhere convention and reads correctly via screen-readers. **M1 envelope jargon → signing request** - smart-archive-dialog: "Leave envelope pending" → "Leave signing request pending"; "Void the signing envelope" → "Cancel the signing request"; section header updated to match. - document-detail: "voids the signing envelope" → "cancels the signing request". - bulk-archive-wizard: "leave invoices/signing envelopes alone" → "leave invoices/signing requests alone". - Documenso admin page intentionally keeps `envelope` (dev/integration vocabulary). **M5 Hot Lead casing** - Normalize `Hot Lead` / `General Interest` / `Specific Qualified` to sentence case in `constants.ts` LABEL_OVERRIDES and all per-file lead-category maps so the CRM trend (sentence case) is consistent. **C1 surface-level rename** - "Linked prospect (optional)" → "Linked interest (optional)" on the berth status-change dialog. - "Deal Documents" tab → "Interest Documents" (URL/route kept as `/deal-documents` to avoid breaking deep links; rename deferred). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:12:40 +02:00
{isEdit ? 'Save changes' : 'Create Company'}
</Button>
</SheetFooter>
</form>
</SheetContent>
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
{/* Stacked "+ New client" / "+ New yacht" forms. On successful create
the picker we open them from doesn't know the new id yet the
ClientList / YachtList query refetches via react-query invalidation
and the rep can pick the new entity from the dropdown immediately. */}
<ClientForm open={clientFormOpen} onOpenChange={setClientFormOpen} />
{yachtFormOpen && (
<YachtForm
open={yachtFormOpen}
onOpenChange={setYachtFormOpen}
// No initialOwner — the new yacht starts unowned-by-rules-engine; the
// company-form will optionally transfer it on save.
/>
)}
<AlertDialog
open={!!pendingYachtPullIn}
onOpenChange={(o) => {
if (!o && createdCompanyId) {
setPendingYachtPullIn(null);
finishWithInterestPrompt(createdCompanyId);
}
}}
>
<AlertDialogContent>
<AlertDialogHeader>
<AlertDialogTitle>Attach these yachts too?</AlertDialogTitle>
<AlertDialogDescription>
The clients you added own {pendingYachtPullIn?.length ?? 0}{' '}
{pendingYachtPullIn?.length === 1 ? 'yacht' : 'yachts'} not yet linked to this
company. Attaching transfers their ownership.
</AlertDialogDescription>
</AlertDialogHeader>
<div className="space-y-1 rounded-md border bg-muted/30 p-2 text-sm">
{pendingYachtPullIn?.map((y) => (
<div key={y.yachtId} className="flex items-center justify-between">
<span className="truncate">{y.yachtName}</span>
</div>
))}
</div>
<AlertDialogFooter>
<AlertDialogCancel
onClick={() => {
setPendingYachtPullIn(null);
if (createdCompanyId) finishWithInterestPrompt(createdCompanyId);
}}
>
Skip
</AlertDialogCancel>
<AlertDialogAction
onClick={async () => {
if (!createdCompanyId || !pendingYachtPullIn) return;
for (const y of pendingYachtPullIn) {
try {
await apiFetch(`/api/v1/yachts/${y.yachtId}/transfer`, {
method: 'POST',
body: {
newOwner: { type: 'company', id: createdCompanyId },
reason: 'Attached during company creation (yacht pull-in)',
},
});
} catch (err) {
toastError(err);
}
}
setPendingYachtPullIn(null);
finishWithInterestPrompt(createdCompanyId);
}}
>
Attach all
</AlertDialogAction>
</AlertDialogFooter>
</AlertDialogContent>
</AlertDialog>
<AlertDialog
open={!!createInterestFor && !pendingYachtPullIn}
onOpenChange={(o) => {
if (!o) {
setCreateInterestFor(null);
onOpenChange(false);
}
}}
>
<AlertDialogContent>
<AlertDialogHeader>
<AlertDialogTitle>Create an interest now?</AlertDialogTitle>
<AlertDialogDescription>
The new company is connected to {attachedClientIds.length}{' '}
{attachedClientIds.length === 1 ? 'client' : 'clients'}. Want to open a new interest
dialog pre-filled with one of them?
</AlertDialogDescription>
</AlertDialogHeader>
<AlertDialogFooter>
<AlertDialogCancel
onClick={() => {
setCreateInterestFor(null);
onOpenChange(false);
}}
>
Not now
</AlertDialogCancel>
<AlertDialogAction
onClick={() => {
// Close the company form, then open the interest form. The
// interest form is rendered below via createInterestFor.
onOpenChange(false);
}}
>
Create interest
</AlertDialogAction>
</AlertDialogFooter>
</AlertDialogContent>
</AlertDialog>
{/* Detached follow-up: interest form pre-filled with the first attached
client. Stays mounted after this form closes so the rep can finish
the new-interest flow uninterrupted. */}
{createInterestFor && !open && (
<InterestForm
open={true}
onOpenChange={(o) => {
if (!o) {
setCreateInterestFor(null);
router.refresh();
}
}}
defaultClientId={createInterestFor}
/>
)}
</Sheet>
);
}
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
/**
* Lightweight multi-pick combobox. Used by the company-form Connections
* section for both clients and yachts since they share the same shape
* (`{ value, label }` via useEntityOptions). Selected items render as
* removable chips above the picker so the rep can see at a glance what
* they're about to attach.
*/
function EntityMultiPicker({
endpoint,
labelKey,
placeholder,
selectedIds,
onChange,
}: {
endpoint: string;
labelKey: string;
placeholder: string;
selectedIds: string[];
onChange: (ids: string[]) => void;
}) {
const [open, setOpen] = useState(false);
const { options, setSearch } = useEntityOptions({ endpoint, labelKey });
const labelById = useMemo(() => {
const m = new Map<string, string>();
for (const o of options) m.set(o.value, o.label);
return m;
}, [options]);
function toggle(id: string) {
if (selectedIds.includes(id)) {
onChange(selectedIds.filter((x) => x !== id));
} else {
onChange([...selectedIds, id]);
}
}
return (
<div className="space-y-2">
{selectedIds.length > 0 ? (
<div className="flex flex-wrap gap-1.5">
{selectedIds.map((id) => (
<Badge key={id} variant="secondary" className="gap-1 pr-1">
<span className="max-w-56 truncate">{labelById.get(id) ?? id.slice(0, 8)}</span>
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
<button
type="button"
className="rounded-full p-0.5 hover:bg-muted-foreground/20"
onClick={() => toggle(id)}
aria-label="Remove"
>
<X className="h-3 w-3" />
</button>
</Badge>
))}
</div>
) : null}
<Popover open={open} onOpenChange={setOpen} modal>
<PopoverTrigger asChild>
<Button
type="button"
variant="outline"
size="sm"
role="combobox"
aria-expanded={open}
className={cn(
'w-full justify-between font-normal',
!selectedIds.length && 'text-muted-foreground',
)}
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
>
{placeholder}
<ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" aria-hidden />
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
</Button>
</PopoverTrigger>
<PopoverContent className="w-(--radix-popper-anchor-width) min-w-[280px] p-0" align="start">
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
<Command shouldFilter={false}>
<CommandInput placeholder="Search…" onValueChange={setSearch} />
<CommandList>
<CommandEmpty>No results.</CommandEmpty>
<CommandGroup>
{options.map((opt) => {
const isSelected = selectedIds.includes(opt.value);
return (
<CommandItem
key={opt.value}
value={opt.value}
onSelect={() => toggle(opt.value)}
>
<Check
className={cn('mr-2 h-4 w-4', isSelected ? 'opacity-100' : 'opacity-0')}
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
/>
{opt.label}
</CommandItem>
);
})}
</CommandGroup>
</CommandList>
</Command>
</PopoverContent>
</Popover>
</div>
);
}