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

@@ -225,7 +225,6 @@ export async function POST(req: NextRequest) {
yachtId,
source: 'website',
pipelineStage: 'open',
notes: data.notes,
})
.returning();

View File

@@ -4,11 +4,14 @@ import { eq, and } from 'drizzle-orm';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { db } from '@/lib/db';
import { clients } from '@/lib/db/schema/clients';
import { loadEntityActivity } from '@/lib/services/entity-activity.service';
import {
loadClientActivityAggregated,
loadEntityActivity,
} from '@/lib/services/entity-activity.service';
import { errorResponse, NotFoundError } from '@/lib/errors';
export const GET = withAuth(
withPermission('clients', 'view', async (_req, ctx, params) => {
withPermission('clients', 'view', async (req, ctx, params) => {
try {
const id = params.id;
if (!id) throw new NotFoundError('client');
@@ -18,11 +21,19 @@ export const GET = withAuth(
.where(and(eq(clients.id, id), eq(clients.portId, ctx.portId)))
.limit(1);
if (exists.length === 0) throw new NotFoundError('client');
const data = await loadEntityActivity({
portId: ctx.portId,
entityType: 'client',
entityId: id,
});
// ?aggregate=false opts out for callers that need just the
// client-level audit log (no interest events). Default is on
// since the Client overview Activity tab benefits from the
// full timeline.
const url = new URL(req.url);
const aggregate = url.searchParams.get('aggregate') !== 'false';
const data = aggregate
? await loadClientActivityAggregated({ portId: ctx.portId, clientId: id })
: await loadEntityActivity({
portId: ctx.portId,
entityType: 'client',
entityId: id,
});
return NextResponse.json({ data });
} catch (error) {
return errorResponse(error);

View File

@@ -9,11 +9,18 @@ import { createNoteSchema } from '@/lib/validators/notes';
import * as notesService from '@/lib/services/notes.service';
export const GET = withAuth(
withPermission('clients', 'view', async (_req, ctx, params) => {
withPermission('clients', 'view', async (req, ctx, params) => {
try {
const clientId = params.id;
if (!clientId) throw new NotFoundError('Client');
const notes = await notesService.listForEntity(ctx.portId, 'clients', clientId);
// ?aggregate=true unions client-level notes with notes from
// every interest + directly-owned yacht so the Notes tab on
// the client overview shows the full timeline.
const url = new URL(req.url);
const aggregate = url.searchParams.get('aggregate') === 'true';
const notes = aggregate
? await notesService.listForClientAggregated(ctx.portId, clientId)
: await notesService.listForEntity(ctx.portId, 'clients', clientId);
return NextResponse.json({ data: notes });
} catch (error) {
return errorResponse(error);

View File

@@ -0,0 +1,36 @@
import { NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { parseBody } from '@/lib/api/route-helpers';
import { errorResponse } from '@/lib/errors';
import { remove, update } from '@/lib/services/interest-contact-log.service';
import { updateContactLogSchema } from '@/lib/validators/interest-contact-log';
export const PATCH = withAuth(
withPermission('interests', 'edit', async (req, ctx, params) => {
try {
const body = await parseBody(req, updateContactLogSchema);
const entry = await update(params.id!, ctx.portId, ctx.userId, {
occurredAt: body.occurredAt,
channel: body.channel,
direction: body.direction,
summary: body.summary,
followUpAt: body.followUpAt,
});
return NextResponse.json({ data: entry });
} catch (error) {
return errorResponse(error);
}
}),
);
export const DELETE = withAuth(
withPermission('interests', 'edit', async (_req, ctx, params) => {
try {
await remove(params.id!, ctx.portId);
return NextResponse.json({ ok: true });
} catch (error) {
return errorResponse(error);
}
}),
);

View File

@@ -0,0 +1,37 @@
import { NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { parseBody } from '@/lib/api/route-helpers';
import { errorResponse } from '@/lib/errors';
import { create, listForInterest } from '@/lib/services/interest-contact-log.service';
import { createContactLogSchema } from '@/lib/validators/interest-contact-log';
export const GET = withAuth(
withPermission('interests', 'view', async (_req, ctx, params) => {
try {
const entries = await listForInterest(params.id!, ctx.portId);
return NextResponse.json({ data: entries });
} catch (error) {
return errorResponse(error);
}
}),
);
export const POST = withAuth(
withPermission('interests', 'edit', async (req, ctx, params) => {
try {
const body = await parseBody(req, createContactLogSchema);
const entry = await create(ctx.userId, {
interestId: params.id!,
occurredAt: body.occurredAt,
channel: body.channel,
direction: body.direction,
summary: body.summary,
followUpAt: body.followUpAt ?? null,
});
return NextResponse.json({ data: entry }, { status: 201 });
} catch (error) {
return errorResponse(error);
}
}),
);

View File

@@ -0,0 +1,26 @@
import { NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { errorResponse } from '@/lib/errors';
import { buildEoiContext } from '@/lib/services/eoi-context';
/**
* Returns the resolved `EoiContext` — the actual data that would be
* auto-filled into the EOI document — for the given interest. Drives
* the EOI generate dialog's pre-flight preview so a sales rep can see
* (and correct) every value before sending the document for signing.
*
* No mutation; pure read of denormalized data the EOI builder already
* computes server-side. Returns 404 if the interest is missing or in
* another port (the buildEoiContext function throws NotFoundError).
*/
export const GET = withAuth(
withPermission('interests', 'view', async (_req, ctx, params) => {
try {
const context = await buildEoiContext(params.id!, ctx.portId);
return NextResponse.json({ data: context });
} catch (error) {
return errorResponse(error);
}
}),
);

View File

@@ -0,0 +1,30 @@
import { NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { parseQuery } from '@/lib/api/route-helpers';
import { errorResponse } from '@/lib/errors';
import { listInterestsForBoard } from '@/lib/services/interests.service';
import { boardFiltersSchema } from '@/lib/validators/interests';
/**
* Board (kanban) endpoint — returns every active interest for the port
* with a minimal projection (id, clientName, mooring, leadCategory,
* stage, updatedAt). No pagination: the kanban renders the whole
* pipeline at once. The service hard-caps at 5000 rows to keep payload
* size bounded; if `truncated: true` the UI surfaces a banner.
*
* Filter params are a strict subset of the list endpoint — see
* boardFiltersSchema. `pipelineStage` and `includeArchived` are
* intentionally rejected at validation time.
*/
export const GET = withAuth(
withPermission('interests', 'view', async (req, ctx) => {
try {
const filters = parseQuery(req, boardFiltersSchema);
const result = await listInterestsForBoard(ctx.portId, filters);
return NextResponse.json(result);
} catch (error) {
return errorResponse(error);
}
}),
);

View File

@@ -30,12 +30,34 @@ const updateProfileSchema = z.object({
dark_mode: z.boolean().optional(),
locale: z.string().optional(),
timezone: z.string().optional(),
// Per-table column visibility. Keyed by entity type — entries
// with an empty `hiddenColumns` mean "all visible". The validator
// caps total entries / IDs so a malicious client can't bloat the
// 8 KB preferences blob; see merge step below for the byte cap.
tablePreferences: z
.record(
z.string().min(1).max(64),
z
.object({
hiddenColumns: z.array(z.string().min(1).max(64)).max(50).optional(),
})
.strict(),
)
.optional(),
})
.strict()
.optional(),
});
export const GET = withAuth(async (_req, ctx: AuthContext) => {
// Hydrate preferences from user_profiles so the client can read its
// saved table-column visibility (and other prefs) without a second
// round-trip on app boot.
const profile = await db.query.userProfiles.findFirst({
where: eq(userProfiles.userId, ctx.userId),
columns: { preferences: true, avatarFileId: true, avatarUrl: true },
});
return NextResponse.json({
data: {
userId: ctx.userId,
@@ -44,6 +66,11 @@ export const GET = withAuth(async (_req, ctx: AuthContext) => {
permissions: ctx.permissions,
isSuperAdmin: ctx.isSuperAdmin,
user: ctx.user,
preferences: profile?.preferences ?? {},
profile: {
avatarFileId: profile?.avatarFileId ?? null,
avatarUrl: profile?.avatarUrl ?? null,
},
},
});
});
@@ -67,7 +94,7 @@ export const PATCH = withAuth(async (req, ctx: AuthContext) => {
// .passthrough(); the merge prunes them so legacy bloat doesn't
// accumulate forever, and a future schema regression that tries
// to ship arbitrary keys still gets dropped here at write time.
const ALLOWED_PREF_KEYS = new Set(['dark_mode', 'locale', 'timezone']);
const ALLOWED_PREF_KEYS = new Set(['dark_mode', 'locale', 'timezone', 'tablePreferences']);
const existing = (profile.preferences as Record<string, unknown>) ?? {};
const merged = Object.fromEntries(
Object.entries({ ...existing, ...body.preferences }).filter(([k]) =>