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

@@ -6,6 +6,7 @@ import type { DetailTab } from '@/components/shared/detail-layout';
import { InlineEditableField } from '@/components/shared/inline-editable-field';
import { InlineCountryField } from '@/components/shared/inline-country-field';
import { InlineTimezoneField } from '@/components/shared/inline-timezone-field';
import { primaryTimezoneFor } from '@/lib/i18n/timezones';
import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
import { NotesList } from '@/components/shared/notes-list';
import type { CountryCode } from '@/lib/i18n/countries';
@@ -35,6 +36,7 @@ const SOURCE_OPTIONS = [
{ value: 'manual', label: 'Manual' },
{ value: 'referral', label: 'Referral' },
{ value: 'broker', label: 'Broker' },
{ value: 'other', label: 'Other' },
];
const CONTACT_METHOD_OPTIONS = [
@@ -150,18 +152,36 @@ function OverviewTab({
<EditableRow label="Full Name">
<InlineEditableField value={client.fullName} onSave={save('fullName')} />
</EditableRow>
<EditableRow label="Nationality">
<EditableRow label="Country">
<InlineCountryField
value={client.nationalityIso ?? null}
onSave={async (iso) => {
await mutation.mutateAsync({ nationalityIso: iso });
// Auto-default the timezone to the country's primary
// zone when none is set yet — saves the rep a click
// and matches what a marina actually wants for first
// contact (London for GB, NYC for US, etc.). Only
// fires when timezone is empty so we never clobber a
// value the rep deliberately picked.
const patch: { nationalityIso: string | null; timezone?: string | null } = {
nationalityIso: iso,
};
if (iso && !client.timezone) {
const defaultTz = primaryTimezoneFor(iso as CountryCode);
if (defaultTz) patch.timezone = defaultTz;
}
await mutation.mutateAsync(patch);
}}
data-testid="client-nationality-inline"
data-testid="client-country-inline"
/>
</EditableRow>
<EditableRow label="Timezone">
<InlineTimezoneField
value={client.timezone}
value={
client.timezone ??
(client.nationalityIso
? primaryTimezoneFor(client.nationalityIso as CountryCode)
: null)
}
countryHint={(client.nationalityIso as CountryCode | null) ?? null}
onSave={async (tz) => {
await mutation.mutateAsync({ timezone: tz });
@@ -267,7 +287,14 @@ export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOpt
id: 'notes',
label: 'Notes',
badge: client.noteCount,
content: <NotesList entityType="clients" entityId={clientId} currentUserId={currentUserId} />,
content: (
<NotesList
entityType="clients"
entityId={clientId}
currentUserId={currentUserId}
aggregate
/>
),
},
{
id: 'files',