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:
@@ -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);
|
||||
});
|
||||
|
||||
|
||||
@@ -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',
|
||||
|
||||
@@ -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,
|
||||
|
||||
Reference in New Issue
Block a user