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

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