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:
@@ -72,6 +72,29 @@ const SOURCE_LABELS: Record<string, string> = {
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broker: 'Broker',
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};
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/**
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* Toggleable columns for the InterestList ColumnPicker. `actions` and
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* `clientName` are intentionally omitted from this list — actions is a
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* row-control column that should never be hidden, and clientName is the
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* primary entity identifier (a row with no name has no useful purpose).
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*/
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export const INTEREST_COLUMN_OPTIONS: Array<{ id: string; label: string }> = [
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{ id: 'yachtName', label: 'Yacht' },
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{ id: 'berthMooringNumber', label: 'Berth' },
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{ id: 'desiredSize', label: 'Desired size' },
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{ id: 'pipelineStage', label: 'Stage' },
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{ id: 'eoiStatus', label: 'EOI status' },
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{ id: 'source', label: 'Source' },
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{ id: 'dateLastContact', label: 'Last contact' },
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];
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/**
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* Columns hidden by default for users who haven't customised their view.
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* Keep the busy `desiredSize` and `eoiStatus` collapsed by default —
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* power-users can turn them back on via the column picker.
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*/
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export const INTEREST_DEFAULT_HIDDEN: string[] = ['desiredSize', 'eoiStatus'];
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const EOI_STATUS_LABELS: Record<string, { label: string; tone: string }> = {
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waiting_for_signatures: { label: 'Waiting', tone: 'bg-amber-100 text-amber-900' },
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signed: { label: 'Signed', tone: 'bg-emerald-100 text-emerald-900' },
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@@ -176,7 +199,10 @@ export function getInterestColumns({
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const stage = row.original.pipelineStage;
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const badges = computeUrgencyBadges(row.original satisfies InterestUrgencyInput);
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return (
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<div className="flex flex-col gap-1 items-start">
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<Link
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href={`/${portSlug}/interests/${row.original.id}`}
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className="flex flex-col gap-1 items-start hover:opacity-80 transition-opacity"
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>
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<span
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className={`inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium ${stageBadgeClass(stage)}`}
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>
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@@ -196,7 +222,7 @@ export function getInterestColumns({
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))}
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</div>
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) : null}
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</div>
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</Link>
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);
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},
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},
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