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

@@ -32,10 +32,18 @@ describe('companies.service — createCompany', () => {
it('rejects duplicate name case-insensitively (ConflictError)', async () => {
const port = await makePort();
await createCompany(port.id, { name: 'Aegean Holdings', status: 'active', tagIds: [] }, makeAuditMeta({ portId: port.id }));
await createCompany(
port.id,
{ name: 'Aegean Holdings', status: 'active', tagIds: [] },
makeAuditMeta({ portId: port.id }),
);
await expect(
createCompany(port.id, { name: 'AEGEAN HOLDINGS', status: 'active', tagIds: [] }, makeAuditMeta({ portId: port.id })),
createCompany(
port.id,
{ name: 'AEGEAN HOLDINGS', status: 'active', tagIds: [] },
makeAuditMeta({ portId: port.id }),
),
).rejects.toBeInstanceOf(ConflictError);
});

View File

@@ -6,6 +6,7 @@ import type { EoiContext } from '@/lib/services/eoi-context';
function makeContext(overrides?: Partial<EoiContext>): EoiContext {
return {
client: {
id: 'client-fixture-1',
fullName: 'Alice Smith',
nationality: 'US',
primaryEmail: 'alice@example.com',
@@ -13,6 +14,7 @@ function makeContext(overrides?: Partial<EoiContext>): EoiContext {
address: { street: '123 Main St', city: 'Austin', country: 'USA' },
},
yacht: {
id: 'yacht-fixture-1',
name: 'Sea Breeze',
lengthFt: '45',
widthFt: '14',

View File

@@ -50,6 +50,11 @@ function makeBerth(overrides: Partial<Berth> = {}): Berth {
statusOverrideMode: null,
lastImportedAt: null,
currentPdfVersionId: null,
lengthUnit: 'ft',
widthUnit: 'ft',
draftUnit: 'ft',
nominalBoatSizeUnit: 'ft',
waterDepthUnit: 'ft',
createdAt: new Date(),
updatedAt: new Date(),
...overrides,