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

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