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:
@@ -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]) =>
|
||||
|
||||
Reference in New Issue
Block a user