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:
@@ -225,7 +225,6 @@ export async function POST(req: NextRequest) {
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yachtId,
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source: 'website',
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pipelineStage: 'open',
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notes: data.notes,
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})
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.returning();
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@@ -4,11 +4,14 @@ import { eq, and } from 'drizzle-orm';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { db } from '@/lib/db';
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import { clients } from '@/lib/db/schema/clients';
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import { loadEntityActivity } from '@/lib/services/entity-activity.service';
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import {
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loadClientActivityAggregated,
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loadEntityActivity,
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} from '@/lib/services/entity-activity.service';
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import { errorResponse, NotFoundError } from '@/lib/errors';
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export const GET = withAuth(
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withPermission('clients', 'view', async (_req, ctx, params) => {
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withPermission('clients', 'view', async (req, ctx, params) => {
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try {
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const id = params.id;
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if (!id) throw new NotFoundError('client');
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@@ -18,11 +21,19 @@ export const GET = withAuth(
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.where(and(eq(clients.id, id), eq(clients.portId, ctx.portId)))
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.limit(1);
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if (exists.length === 0) throw new NotFoundError('client');
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const data = await loadEntityActivity({
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portId: ctx.portId,
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entityType: 'client',
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entityId: id,
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});
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// ?aggregate=false opts out for callers that need just the
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// client-level audit log (no interest events). Default is on
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// since the Client overview Activity tab benefits from the
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// full timeline.
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const url = new URL(req.url);
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const aggregate = url.searchParams.get('aggregate') !== 'false';
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const data = aggregate
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? await loadClientActivityAggregated({ portId: ctx.portId, clientId: id })
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: await loadEntityActivity({
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portId: ctx.portId,
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entityType: 'client',
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entityId: id,
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});
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return NextResponse.json({ data });
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} catch (error) {
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return errorResponse(error);
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@@ -9,11 +9,18 @@ import { createNoteSchema } from '@/lib/validators/notes';
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import * as notesService from '@/lib/services/notes.service';
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export const GET = withAuth(
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withPermission('clients', 'view', async (_req, ctx, params) => {
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withPermission('clients', 'view', async (req, ctx, params) => {
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try {
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const clientId = params.id;
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if (!clientId) throw new NotFoundError('Client');
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const notes = await notesService.listForEntity(ctx.portId, 'clients', clientId);
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// ?aggregate=true unions client-level notes with notes from
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// every interest + directly-owned yacht so the Notes tab on
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// the client overview shows the full timeline.
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const url = new URL(req.url);
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const aggregate = url.searchParams.get('aggregate') === 'true';
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const notes = aggregate
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? await notesService.listForClientAggregated(ctx.portId, clientId)
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: await notesService.listForEntity(ctx.portId, 'clients', clientId);
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return NextResponse.json({ data: notes });
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} catch (error) {
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return errorResponse(error);
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36
src/app/api/v1/contact-log/[id]/route.ts
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36
src/app/api/v1/contact-log/[id]/route.ts
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@@ -0,0 +1,36 @@
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import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { parseBody } from '@/lib/api/route-helpers';
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import { errorResponse } from '@/lib/errors';
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import { remove, update } from '@/lib/services/interest-contact-log.service';
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import { updateContactLogSchema } from '@/lib/validators/interest-contact-log';
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export const PATCH = withAuth(
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withPermission('interests', 'edit', async (req, ctx, params) => {
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try {
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const body = await parseBody(req, updateContactLogSchema);
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const entry = await update(params.id!, ctx.portId, ctx.userId, {
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occurredAt: body.occurredAt,
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channel: body.channel,
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direction: body.direction,
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summary: body.summary,
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followUpAt: body.followUpAt,
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});
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return NextResponse.json({ data: entry });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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export const DELETE = withAuth(
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withPermission('interests', 'edit', async (_req, ctx, params) => {
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try {
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await remove(params.id!, ctx.portId);
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return NextResponse.json({ ok: true });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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37
src/app/api/v1/interests/[id]/contact-log/route.ts
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37
src/app/api/v1/interests/[id]/contact-log/route.ts
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@@ -0,0 +1,37 @@
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import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { parseBody } from '@/lib/api/route-helpers';
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import { errorResponse } from '@/lib/errors';
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import { create, listForInterest } from '@/lib/services/interest-contact-log.service';
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import { createContactLogSchema } from '@/lib/validators/interest-contact-log';
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export const GET = withAuth(
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withPermission('interests', 'view', async (_req, ctx, params) => {
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try {
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const entries = await listForInterest(params.id!, ctx.portId);
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return NextResponse.json({ data: entries });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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export const POST = withAuth(
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withPermission('interests', 'edit', async (req, ctx, params) => {
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try {
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const body = await parseBody(req, createContactLogSchema);
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const entry = await create(ctx.userId, {
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interestId: params.id!,
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occurredAt: body.occurredAt,
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channel: body.channel,
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direction: body.direction,
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summary: body.summary,
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followUpAt: body.followUpAt ?? null,
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});
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return NextResponse.json({ data: entry }, { status: 201 });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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26
src/app/api/v1/interests/[id]/eoi-context/route.ts
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26
src/app/api/v1/interests/[id]/eoi-context/route.ts
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@@ -0,0 +1,26 @@
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import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { errorResponse } from '@/lib/errors';
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import { buildEoiContext } from '@/lib/services/eoi-context';
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/**
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* Returns the resolved `EoiContext` — the actual data that would be
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* auto-filled into the EOI document — for the given interest. Drives
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* the EOI generate dialog's pre-flight preview so a sales rep can see
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* (and correct) every value before sending the document for signing.
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*
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* No mutation; pure read of denormalized data the EOI builder already
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* computes server-side. Returns 404 if the interest is missing or in
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* another port (the buildEoiContext function throws NotFoundError).
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*/
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export const GET = withAuth(
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withPermission('interests', 'view', async (_req, ctx, params) => {
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try {
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const context = await buildEoiContext(params.id!, ctx.portId);
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return NextResponse.json({ data: context });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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30
src/app/api/v1/interests/board/route.ts
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30
src/app/api/v1/interests/board/route.ts
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@@ -0,0 +1,30 @@
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import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { parseQuery } from '@/lib/api/route-helpers';
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import { errorResponse } from '@/lib/errors';
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import { listInterestsForBoard } from '@/lib/services/interests.service';
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import { boardFiltersSchema } from '@/lib/validators/interests';
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/**
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* Board (kanban) endpoint — returns every active interest for the port
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* with a minimal projection (id, clientName, mooring, leadCategory,
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* stage, updatedAt). No pagination: the kanban renders the whole
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* pipeline at once. The service hard-caps at 5000 rows to keep payload
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* size bounded; if `truncated: true` the UI surfaces a banner.
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*
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* Filter params are a strict subset of the list endpoint — see
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* boardFiltersSchema. `pipelineStage` and `includeArchived` are
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* intentionally rejected at validation time.
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*/
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export const GET = withAuth(
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withPermission('interests', 'view', async (req, ctx) => {
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try {
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const filters = parseQuery(req, boardFiltersSchema);
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const result = await listInterestsForBoard(ctx.portId, filters);
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return NextResponse.json(result);
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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@@ -30,12 +30,34 @@ const updateProfileSchema = z.object({
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dark_mode: z.boolean().optional(),
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locale: z.string().optional(),
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timezone: z.string().optional(),
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// Per-table column visibility. Keyed by entity type — entries
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// with an empty `hiddenColumns` mean "all visible". The validator
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// caps total entries / IDs so a malicious client can't bloat the
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// 8 KB preferences blob; see merge step below for the byte cap.
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tablePreferences: z
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.record(
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z.string().min(1).max(64),
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z
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.object({
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hiddenColumns: z.array(z.string().min(1).max(64)).max(50).optional(),
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})
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.strict(),
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)
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.optional(),
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})
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.strict()
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.optional(),
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});
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export const GET = withAuth(async (_req, ctx: AuthContext) => {
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// Hydrate preferences from user_profiles so the client can read its
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// saved table-column visibility (and other prefs) without a second
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// round-trip on app boot.
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const profile = await db.query.userProfiles.findFirst({
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where: eq(userProfiles.userId, ctx.userId),
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columns: { preferences: true, avatarFileId: true, avatarUrl: true },
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});
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return NextResponse.json({
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data: {
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userId: ctx.userId,
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@@ -44,6 +66,11 @@ export const GET = withAuth(async (_req, ctx: AuthContext) => {
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permissions: ctx.permissions,
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isSuperAdmin: ctx.isSuperAdmin,
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user: ctx.user,
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preferences: profile?.preferences ?? {},
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profile: {
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avatarFileId: profile?.avatarFileId ?? null,
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avatarUrl: profile?.avatarUrl ?? null,
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},
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},
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});
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});
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@@ -67,7 +94,7 @@ export const PATCH = withAuth(async (req, ctx: AuthContext) => {
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// .passthrough(); the merge prunes them so legacy bloat doesn't
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// accumulate forever, and a future schema regression that tries
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// to ship arbitrary keys still gets dropped here at write time.
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const ALLOWED_PREF_KEYS = new Set(['dark_mode', 'locale', 'timezone']);
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const ALLOWED_PREF_KEYS = new Set(['dark_mode', 'locale', 'timezone', 'tablePreferences']);
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const existing = (profile.preferences as Record<string, unknown>) ?? {};
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const merged = Object.fromEntries(
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Object.entries({ ...existing, ...body.preferences }).filter(([k]) =>
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