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:
@@ -13,7 +13,6 @@ import {
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MessageCircle,
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Phone,
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AlarmClock,
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Upload,
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} from 'lucide-react';
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import Link from 'next/link';
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@@ -24,7 +23,6 @@ import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog
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import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { InterestForm } from '@/components/interests/interest-form';
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import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
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import { InlineStagePicker } from '@/components/interests/inline-stage-picker';
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import { InterestOutcomeDialog } from '@/components/interests/interest-outcome-dialog';
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import { apiFetch } from '@/lib/api/client';
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@@ -104,7 +102,7 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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const [editOpen, setEditOpen] = useState(false);
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const [archiveOpen, setArchiveOpen] = useState(false);
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const [outcomeDialog, setOutcomeDialog] = useState<null | 'won' | 'lost'>(null);
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const [externalEoiOpen, setExternalEoiOpen] = useState(false);
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// (Upload-paper-signed-EOI dialog moved to the EOI tab.)
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const isArchived = !!interest.archivedAt;
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const outcomeBadge = resolveOutcomeBadge(interest.outcome);
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@@ -221,7 +219,6 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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<InlineStagePicker
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interestId={interest.id}
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currentStage={interest.pipelineStage}
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className="-ml-2.5"
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/>
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</PermissionGate>
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)}
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@@ -379,20 +376,12 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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</>
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)}
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</PermissionGate>
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<PermissionGate resource="documents" action="upload_signed">
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<button
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type="button"
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onClick={() => setExternalEoiOpen(true)}
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aria-label="Upload externally-signed EOI"
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title="Upload externally-signed EOI (paper / outside Documenso)"
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className={cn(
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'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
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'hover:bg-foreground/5 hover:text-foreground',
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)}
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>
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<Upload className="size-4" />
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</button>
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</PermissionGate>
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{/* The "Upload paper-signed EOI" button used to live here.
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It's now on the dedicated EOI tab (in both the active-EOI
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hero and the empty-state CTA row), where it sits next to
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the document it relates to. The header was a shotgun of
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actions that didn't all belong; collecting them per-tab
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is the cleaner UX. */}
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<PermissionGate resource="interests" action="edit">
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<button
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type="button"
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@@ -456,12 +445,6 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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}}
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isLoading={archiveMutation.isPending || restoreMutation.isPending}
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/>
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<ExternalEoiUploadDialog
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open={externalEoiOpen}
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onOpenChange={setExternalEoiOpen}
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interestId={interest.id}
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/>
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</>
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);
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}
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