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:
2026-05-07 20:59:28 +02:00
parent 267c2b6d1f
commit 3e4d9d6310
87 changed files with 5593 additions and 902 deletions

View File

@@ -1,4 +1,5 @@
import { BerthDetail } from '@/components/berths/berth-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
interface BerthPageProps {
params: Promise<{ portSlug: string; berthId: string }>;
@@ -6,5 +7,10 @@ interface BerthPageProps {
export default async function BerthPage({ params }: BerthPageProps) {
const { berthId } = await params;
return <BerthDetail berthId={berthId} />;
return (
<>
<TrackEntityView type="berth" id={berthId} />
<BerthDetail berthId={berthId} />
</>
);
}

View File

@@ -1,4 +1,5 @@
import { ClientDetail } from '@/components/clients/client-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
import { auth } from '@/lib/auth';
import { headers } from 'next/headers';
@@ -12,5 +13,10 @@ export default async function ClientDetailPage({ params }: ClientDetailPageProps
const session = await auth.api.getSession({ headers: await headers() });
const currentUserId = session?.user?.id;
return <ClientDetail clientId={clientId} currentUserId={currentUserId} />;
return (
<>
<TrackEntityView type="client" id={clientId} />
<ClientDetail clientId={clientId} currentUserId={currentUserId} />
</>
);
}

View File

@@ -1,4 +1,5 @@
import { CompanyDetail } from '@/components/companies/company-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
import { auth } from '@/lib/auth';
import { headers } from 'next/headers';
@@ -12,5 +13,10 @@ export default async function CompanyDetailPage({ params }: CompanyDetailPagePro
const session = await auth.api.getSession({ headers: await headers() });
const currentUserId = session?.user?.id;
return <CompanyDetail companyId={companyId} currentUserId={currentUserId} />;
return (
<>
<TrackEntityView type="company" id={companyId} />
<CompanyDetail companyId={companyId} currentUserId={currentUserId} />
</>
);
}

View File

@@ -1,4 +1,5 @@
import { DocumentDetail } from '@/components/documents/document-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
interface PageProps {
params: Promise<{ portSlug: string; id: string }>;
@@ -6,5 +7,10 @@ interface PageProps {
export default async function DocumentDetailPage({ params }: PageProps) {
const { portSlug, id } = await params;
return <DocumentDetail documentId={id} portSlug={portSlug} />;
return (
<>
<TrackEntityView type="document" id={id} />
<DocumentDetail documentId={id} portSlug={portSlug} />
</>
);
}

View File

@@ -5,6 +5,7 @@ import { useParams, useRouter } from 'next/navigation';
import { ExpenseDetail } from '@/components/expenses/expense-detail';
import { ExpenseFormDialog } from '@/components/expenses/expense-form-dialog';
import { TrackEntityView } from '@/components/search/track-entity-view';
import { useQuery } from '@tanstack/react-query';
import { apiFetch } from '@/lib/api/client';
import type { ExpenseRow } from '@/components/expenses/expense-columns';
@@ -22,6 +23,7 @@ export default function ExpenseDetailPage() {
return (
<div className="max-w-3xl mx-auto">
<TrackEntityView type="expense" id={params.id} />
<ExpenseDetail
expenseId={params.id}
onEdit={() => setEditOpen(true)}
@@ -29,11 +31,7 @@ export default function ExpenseDetailPage() {
/>
{data?.data && (
<ExpenseFormDialog
open={editOpen}
onOpenChange={setEditOpen}
expense={data.data}
/>
<ExpenseFormDialog open={editOpen} onOpenChange={setEditOpen} expense={data.data} />
)}
</div>
);

View File

@@ -1,4 +1,5 @@
import { InterestDetail } from '@/components/interests/interest-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
import { auth } from '@/lib/auth';
import { headers } from 'next/headers';
@@ -12,5 +13,10 @@ export default async function InterestDetailPage({ params }: InterestDetailPageP
const session = await auth.api.getSession({ headers: await headers() });
const currentUserId = session?.user?.id;
return <InterestDetail interestId={interestId} currentUserId={currentUserId} />;
return (
<>
<TrackEntityView type="interest" id={interestId} />
<InterestDetail interestId={interestId} currentUserId={currentUserId} />
</>
);
}

View File

@@ -1,5 +1,6 @@
import { use } from 'react';
import { InvoiceDetail } from '@/components/invoices/invoice-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
interface InvoiceDetailPageProps {
params: Promise<{ portSlug: string; id: string }>;
@@ -9,6 +10,7 @@ export default function InvoiceDetailPage({ params }: InvoiceDetailPageProps) {
const { id } = use(params);
return (
<div className="max-w-4xl mx-auto space-y-6">
<TrackEntityView type="invoice" id={id} />
<InvoiceDetail invoiceId={id} />
</div>
);

View File

@@ -1,4 +1,5 @@
import { ResidentialClientDetail } from '@/components/residential/residential-client-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
interface Props {
params: Promise<{ id: string }>;
@@ -6,5 +7,10 @@ interface Props {
export default async function ResidentialClientDetailPage({ params }: Props) {
const { id } = await params;
return <ResidentialClientDetail clientId={id} />;
return (
<>
<TrackEntityView type="residential-client" id={id} />
<ResidentialClientDetail clientId={id} />
</>
);
}

View File

@@ -1,4 +1,5 @@
import { ResidentialInterestDetail } from '@/components/residential/residential-interest-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
interface Props {
params: Promise<{ id: string }>;
@@ -6,5 +7,10 @@ interface Props {
export default async function ResidentialInterestDetailPage({ params }: Props) {
const { id } = await params;
return <ResidentialInterestDetail interestId={id} />;
return (
<>
<TrackEntityView type="residential-interest" id={id} />
<ResidentialInterestDetail interestId={id} />
</>
);
}

View File

@@ -1,4 +1,5 @@
import { YachtDetail } from '@/components/yachts/yacht-detail';
import { TrackEntityView } from '@/components/search/track-entity-view';
import { auth } from '@/lib/auth';
import { headers } from 'next/headers';
@@ -12,5 +13,10 @@ export default async function YachtDetailPage({ params }: YachtDetailPageProps)
const session = await auth.api.getSession({ headers: await headers() });
const currentUserId = session?.user?.id;
return <YachtDetail yachtId={yachtId} currentUserId={currentUserId} />;
return (
<>
<TrackEntityView type="yacht" id={yachtId} />
<YachtDetail yachtId={yachtId} currentUserId={currentUserId} />
</>
);
}