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

@@ -25,7 +25,15 @@ import { PermissionGate } from '@/components/shared/permission-gate';
import { InterestForm } from '@/components/interests/interest-form';
import { PipelineBoard } from '@/components/interests/pipeline-board';
import { interestFilterDefinitions } from '@/components/interests/interest-filters';
import { getInterestColumns, type InterestRow } from '@/components/interests/interest-columns';
import {
getInterestColumns,
INTEREST_COLUMN_OPTIONS,
INTEREST_DEFAULT_HIDDEN,
type InterestRow,
} from '@/components/interests/interest-columns';
import { ColumnPicker } from '@/components/shared/column-picker';
import { SaveViewDialog } from '@/components/shared/save-view-dialog';
import { useTablePreferences } from '@/hooks/use-table-preferences';
import { InterestCard } from '@/components/interests/interest-card';
import { TagPicker } from '@/components/shared/tag-picker';
import {
@@ -58,6 +66,7 @@ export function InterestList() {
const [createOpen, setCreateOpen] = useState(false);
const [editInterest, setEditInterest] = useState<InterestRow | null>(null);
const [archiveInterest, setArchiveInterest] = useState<InterestRow | null>(null);
const [saveViewOpen, setSaveViewOpen] = useState(false);
// Bulk-action dialog state
const [stageDialog, setStageDialog] = useState<{ ids: string[] } | null>(null);
@@ -134,6 +143,12 @@ export function InterestList() {
onArchive: (interest) => setArchiveInterest(interest),
});
// Persisted per-user column visibility — same pattern as ClientList.
// The hidden array is the source of truth; built columns stay
// declared and we drive table visibility via columnVisibility.
const { hidden, setHidden } = useTablePreferences('interests', INTEREST_DEFAULT_HIDDEN);
const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
return (
<div className="space-y-4">
<PageHeader
@@ -171,8 +186,19 @@ export function InterestList() {
/>
<div className="flex flex-wrap items-center gap-2">
{/* On the kanban view we strip filters that don't make sense
* there: `pipelineStage` (the columns ARE the stages) and
* `includeArchived` (the board is for active deals — the
* list view is the place to see history). The board endpoint
* rejects these via boardFiltersSchema if they're sent. */}
<FilterBar
filters={interestFilterDefinitions}
filters={
viewMode === 'board'
? interestFilterDefinitions.filter(
(f) => f.key !== 'pipelineStage' && f.key !== 'includeArchived',
)
: interestFilterDefinitions
}
values={filters}
onChange={setFilter}
onClear={clearFilters}
@@ -188,24 +214,44 @@ export function InterestList() {
placeholder="Filter by tag / event…"
/>
</div>
<SavedViewsDropdown
entityType="interests"
currentFilters={filters}
currentSort={sort}
onApplyView={(savedFilters) => {
clearFilters();
Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
}}
/>
{/* Columns + saved views are table-only concepts; the kanban
* always shows the same compact card across every stage so
* hiding both controls in board mode keeps the toolbar honest. */}
{viewMode === 'table' ? (
<>
<SavedViewsDropdown
entityType="interests"
onApplyView={(savedFilters) => {
clearFilters();
Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
}}
/>
<ColumnPicker
columns={INTEREST_COLUMN_OPTIONS}
hidden={hidden}
onChange={setHidden}
onSaveView={() => setSaveViewOpen(true)}
/>
</>
) : null}
</div>
<SaveViewDialog
open={saveViewOpen}
onOpenChange={setSaveViewOpen}
entityType="interests"
currentFilters={filters}
currentSort={sort}
/>
{viewMode === 'board' ? (
<PipelineBoard />
<PipelineBoard filters={filters} />
) : isLoading ? (
<TableSkeleton />
) : (
<DataTable
columns={columns}
columnVisibility={columnVisibility}
data={data}
pagination={pagination}
onPaginationChange={(p, ps) => {