feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1,4 +1,5 @@
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import { BerthDetail } from '@/components/berths/berth-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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interface BerthPageProps {
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params: Promise<{ portSlug: string; berthId: string }>;
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@@ -6,5 +7,10 @@ interface BerthPageProps {
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export default async function BerthPage({ params }: BerthPageProps) {
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const { berthId } = await params;
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return <BerthDetail berthId={berthId} />;
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return (
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<>
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<TrackEntityView type="berth" id={berthId} />
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<BerthDetail berthId={berthId} />
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</>
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);
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}
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@@ -1,4 +1,5 @@
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import { ClientDetail } from '@/components/clients/client-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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import { auth } from '@/lib/auth';
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import { headers } from 'next/headers';
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@@ -12,5 +13,10 @@ export default async function ClientDetailPage({ params }: ClientDetailPageProps
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const session = await auth.api.getSession({ headers: await headers() });
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const currentUserId = session?.user?.id;
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return <ClientDetail clientId={clientId} currentUserId={currentUserId} />;
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return (
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<>
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<TrackEntityView type="client" id={clientId} />
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<ClientDetail clientId={clientId} currentUserId={currentUserId} />
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</>
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);
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}
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@@ -1,4 +1,5 @@
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import { CompanyDetail } from '@/components/companies/company-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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import { auth } from '@/lib/auth';
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import { headers } from 'next/headers';
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@@ -12,5 +13,10 @@ export default async function CompanyDetailPage({ params }: CompanyDetailPagePro
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const session = await auth.api.getSession({ headers: await headers() });
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const currentUserId = session?.user?.id;
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return <CompanyDetail companyId={companyId} currentUserId={currentUserId} />;
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return (
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<>
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<TrackEntityView type="company" id={companyId} />
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<CompanyDetail companyId={companyId} currentUserId={currentUserId} />
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</>
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);
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}
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@@ -1,4 +1,5 @@
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import { DocumentDetail } from '@/components/documents/document-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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interface PageProps {
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params: Promise<{ portSlug: string; id: string }>;
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@@ -6,5 +7,10 @@ interface PageProps {
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export default async function DocumentDetailPage({ params }: PageProps) {
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const { portSlug, id } = await params;
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return <DocumentDetail documentId={id} portSlug={portSlug} />;
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return (
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<>
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<TrackEntityView type="document" id={id} />
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<DocumentDetail documentId={id} portSlug={portSlug} />
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</>
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);
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}
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@@ -5,6 +5,7 @@ import { useParams, useRouter } from 'next/navigation';
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import { ExpenseDetail } from '@/components/expenses/expense-detail';
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import { ExpenseFormDialog } from '@/components/expenses/expense-form-dialog';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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import { useQuery } from '@tanstack/react-query';
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import { apiFetch } from '@/lib/api/client';
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import type { ExpenseRow } from '@/components/expenses/expense-columns';
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@@ -22,6 +23,7 @@ export default function ExpenseDetailPage() {
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return (
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<div className="max-w-3xl mx-auto">
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<TrackEntityView type="expense" id={params.id} />
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<ExpenseDetail
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expenseId={params.id}
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onEdit={() => setEditOpen(true)}
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@@ -29,11 +31,7 @@ export default function ExpenseDetailPage() {
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/>
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{data?.data && (
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<ExpenseFormDialog
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open={editOpen}
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onOpenChange={setEditOpen}
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expense={data.data}
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/>
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<ExpenseFormDialog open={editOpen} onOpenChange={setEditOpen} expense={data.data} />
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)}
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</div>
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);
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@@ -1,4 +1,5 @@
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import { InterestDetail } from '@/components/interests/interest-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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import { auth } from '@/lib/auth';
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import { headers } from 'next/headers';
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@@ -12,5 +13,10 @@ export default async function InterestDetailPage({ params }: InterestDetailPageP
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const session = await auth.api.getSession({ headers: await headers() });
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const currentUserId = session?.user?.id;
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return <InterestDetail interestId={interestId} currentUserId={currentUserId} />;
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return (
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<>
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<TrackEntityView type="interest" id={interestId} />
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<InterestDetail interestId={interestId} currentUserId={currentUserId} />
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</>
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);
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}
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@@ -1,5 +1,6 @@
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import { use } from 'react';
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import { InvoiceDetail } from '@/components/invoices/invoice-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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interface InvoiceDetailPageProps {
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params: Promise<{ portSlug: string; id: string }>;
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@@ -9,6 +10,7 @@ export default function InvoiceDetailPage({ params }: InvoiceDetailPageProps) {
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const { id } = use(params);
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return (
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<div className="max-w-4xl mx-auto space-y-6">
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<TrackEntityView type="invoice" id={id} />
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<InvoiceDetail invoiceId={id} />
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</div>
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);
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@@ -1,4 +1,5 @@
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import { ResidentialClientDetail } from '@/components/residential/residential-client-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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interface Props {
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params: Promise<{ id: string }>;
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@@ -6,5 +7,10 @@ interface Props {
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export default async function ResidentialClientDetailPage({ params }: Props) {
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const { id } = await params;
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return <ResidentialClientDetail clientId={id} />;
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return (
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<>
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<TrackEntityView type="residential-client" id={id} />
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<ResidentialClientDetail clientId={id} />
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</>
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);
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}
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@@ -1,4 +1,5 @@
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import { ResidentialInterestDetail } from '@/components/residential/residential-interest-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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interface Props {
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params: Promise<{ id: string }>;
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@@ -6,5 +7,10 @@ interface Props {
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export default async function ResidentialInterestDetailPage({ params }: Props) {
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const { id } = await params;
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return <ResidentialInterestDetail interestId={id} />;
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return (
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<>
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<TrackEntityView type="residential-interest" id={id} />
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<ResidentialInterestDetail interestId={id} />
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</>
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);
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}
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@@ -1,4 +1,5 @@
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import { YachtDetail } from '@/components/yachts/yacht-detail';
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import { TrackEntityView } from '@/components/search/track-entity-view';
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import { auth } from '@/lib/auth';
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import { headers } from 'next/headers';
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@@ -12,5 +13,10 @@ export default async function YachtDetailPage({ params }: YachtDetailPageProps)
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const session = await auth.api.getSession({ headers: await headers() });
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const currentUserId = session?.user?.id;
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return <YachtDetail yachtId={yachtId} currentUserId={currentUserId} />;
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return (
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<>
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<TrackEntityView type="yacht" id={yachtId} />
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<YachtDetail yachtId={yachtId} currentUserId={currentUserId} />
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</>
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);
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}
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