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:
@@ -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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