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