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>
This commit is contained in:
2026-05-12 15:28:22 +02:00
parent 3ffee79f3f
commit 04a594963f
44 changed files with 1404 additions and 255 deletions

View File

@@ -51,11 +51,14 @@ function parseTyped(raw: string): { display: string; numeric: number | null } {
const fracPart = dot === -1 ? null : cleaned.slice(dot + 1);
const intDigitsOnly = intPart.replace('-', '');
const intNumeric = intDigitsOnly === '' ? 0 : Number(intDigitsOnly);
const numeric = (negative ? -1 : 1) * (intNumeric + (fracPart ? Number(`0.${fracPart}`) || 0 : 0));
const numeric =
(negative ? -1 : 1) * (intNumeric + (fracPart ? Number(`0.${fracPart}`) || 0 : 0));
const intDisplay =
intDigitsOnly === ''
? (negative ? '-' : '')
? negative
? '-'
: ''
: (negative ? '-' : '') + groupFormatter.format(intNumeric);
const display = fracPart === null ? intDisplay : `${intDisplay}.${fracPart}`;

View File

@@ -5,6 +5,7 @@ import { useQuery } from '@tanstack/react-query';
import { formatDistanceToNow } from 'date-fns';
import { apiFetch } from '@/lib/api/client';
import { STAGE_LABELS, formatSource, type PipelineStage } from '@/lib/constants';
interface AuditRow {
id: string;
@@ -35,7 +36,33 @@ function formatAction(action: string): string {
function formatField(field: string | null): string | null {
if (!field) return null;
return field.replace(/_/g, ' ');
return field
.replace(/_/g, ' ')
.replace(/([a-z])([A-Z])/g, '$1 $2')
.toLowerCase();
}
/** Resolve enum-typed values to their human-readable label so the row reads
* "10% Deposit" instead of "deposit_10pct". Returns the raw value for any
* unrecognised field/value. */
function formatValueForField(field: string | null, value: unknown): string {
if (value === null || value === undefined) return '';
if (field) {
const f = field.replace(/_/g, '').toLowerCase();
if (typeof value === 'string') {
if (f === 'pipelinestage' || f === 'stage') {
return STAGE_LABELS[value as PipelineStage] ?? value.replace(/_/g, ' ');
}
if (f === 'source') return formatSource(value) ?? value;
if (f === 'leadcategory' || f === 'category' || f === 'outcome') {
return value.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
}
}
}
if (typeof value === 'string' || typeof value === 'number' || typeof value === 'boolean') {
return String(value);
}
return JSON.stringify(value);
}
function summarize(row: AuditRow): string {
@@ -104,12 +131,12 @@ export function EntityActivityFeed({ endpoint, emptyText = 'No activity yet.' }:
<div className="mt-1 text-xs space-x-2">
{row.oldValue !== null && row.oldValue !== undefined ? (
<span className="line-through text-muted-foreground">
{String(JSON.stringify(row.oldValue)).slice(0, 80)}
{formatValueForField(row.fieldChanged, row.oldValue).slice(0, 80)}
</span>
) : null}
{row.newValue !== null && row.newValue !== undefined ? (
<span className="text-foreground">
{String(JSON.stringify(row.newValue)).slice(0, 80)}
{formatValueForField(row.fieldChanged, row.newValue).slice(0, 80)}
</span>
) : null}
</div>

View File

@@ -66,15 +66,7 @@ export type InlineEditableFieldProps = TextProps | SelectFieldProps | TextareaPr
* Enter/blur and cancels on Escape.
*/
export function InlineEditableField(props: InlineEditableFieldProps) {
const {
value,
displayValue,
onSave,
placeholder,
emptyText = '-',
className,
disabled,
} = props;
const { value, displayValue, onSave, placeholder, emptyText = '-', className, disabled } = props;
const [editing, setEditing] = useState(false);
const [draft, setDraft] = useState(value ?? '');
const [saving, setSaving] = useState(false);

View File

@@ -89,8 +89,7 @@ export function OwnerPicker({
const selectedLabel = (() => {
if (!value) return placeholder;
if (valueDetail?.data) {
const name =
value.type === 'client' ? valueDetail.data.fullName : valueDetail.data.name;
const name = value.type === 'client' ? valueDetail.data.fullName : valueDetail.data.name;
if (name) return name;
}
const match = options.find((o) => o.id === value.id);