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 +13,8 @@ import {
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BreadcrumbPage,
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BreadcrumbSeparator,
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} from '@/components/ui/breadcrumb';
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import { usePortContext } from '@/providers/port-provider';
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import { useUIStore } from '@/stores/ui-store';
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import { useBreadcrumbStore } from '@/stores/breadcrumb-store';
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// Human-readable labels for route segments
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const SEGMENT_LABELS: Record<string, string> = {
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@@ -51,7 +52,8 @@ function formatSegment(segment: string): string {
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export function Breadcrumbs() {
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const pathname = usePathname();
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const { currentPort, currentPortSlug } = usePortContext();
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const currentPortSlug = useUIStore((s) => s.currentPortSlug);
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const hint = useBreadcrumbStore((s) => s.hints[pathname]);
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// Split pathname and filter empty segments
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const rawSegments = pathname.split('/').filter(Boolean);
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@@ -62,22 +64,10 @@ export function Breadcrumbs() {
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currentPortSlug ? rawSegments.filter((seg) => seg !== currentPortSlug) : rawSegments
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).filter((seg) => !isIdSegment(seg));
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if (segments.length === 0) {
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return (
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<Breadcrumb>
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<BreadcrumbList>
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<BreadcrumbItem>
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<BreadcrumbPage className="text-foreground font-medium">
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{currentPort?.name ?? 'Port Nimara CRM'}
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</BreadcrumbPage>
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</BreadcrumbItem>
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</BreadcrumbList>
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</Breadcrumb>
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);
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}
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if (segments.length === 0) return null;
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// Build href for each segment
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const crumbs = segments.map((segment, index) => {
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// Build href for each segment from the URL.
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const urlCrumbs = segments.map((segment, index) => {
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const segmentsUpToHere = rawSegments.slice(0, rawSegments.indexOf(segment, index) + 1);
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const href = '/' + segmentsUpToHere.join('/');
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const label = formatSegment(segment);
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@@ -86,35 +76,37 @@ export function Breadcrumbs() {
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return { label, href, isLast };
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});
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// When a detail page registered a hint, splice in the parent crumbs
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// (e.g. the parent client name) and replace the trailing label with
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// the entity's actual name (e.g. "B17"). This turns the URL-only
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// "Clients › Interests" into "Clients › Mary Smith › Interest › B17"
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// when the rep clicked from a client page. URL-only renders untouched
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// when no hint is registered.
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const crumbs = (() => {
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if (!hint) return urlCrumbs;
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const head = urlCrumbs.slice(0, -1).map((c) => ({ ...c, isLast: false }));
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const parents = hint.parents.map((p) => ({
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label: p.label,
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href: p.href ?? pathname,
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isLast: false,
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}));
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const lastUrlCrumb = urlCrumbs[urlCrumbs.length - 1];
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const tail = {
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label: hint.current,
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href: lastUrlCrumb?.href ?? pathname,
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isLast: true,
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};
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return [...head, ...parents, tail];
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})();
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return (
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<Breadcrumb>
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<BreadcrumbList>
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{currentPort && (
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<>
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<BreadcrumbItem>
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<BreadcrumbLink asChild>
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<Link
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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href={`/${currentPortSlug}/dashboard` as any}
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className="text-muted-foreground hover:text-foreground transition-colors"
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>
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{currentPort.name}
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</Link>
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</BreadcrumbLink>
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</BreadcrumbItem>
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{crumbs.length > 0 && (
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<BreadcrumbSeparator>
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<ChevronRight className="w-3 h-3" />
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</BreadcrumbSeparator>
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)}
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</>
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)}
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<BreadcrumbList className="text-sm gap-1.5">
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{crumbs.map((crumb, _index) => (
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<Fragment key={crumb.href}>
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<BreadcrumbItem>
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{crumb.isLast ? (
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<BreadcrumbPage className="font-medium text-foreground">
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<BreadcrumbPage className="font-medium text-foreground truncate max-w-[160px]">
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{crumb.label}
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</BreadcrumbPage>
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) : (
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@@ -122,7 +114,7 @@ export function Breadcrumbs() {
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<Link
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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href={crumb.href as any}
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className="text-muted-foreground hover:text-foreground transition-colors"
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className="text-muted-foreground hover:text-foreground transition-colors rounded px-1 -mx-1 truncate max-w-[160px]"
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>
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{crumb.label}
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</Link>
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@@ -130,7 +122,7 @@ export function Breadcrumbs() {
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)}
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</BreadcrumbItem>
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{!crumb.isLast && (
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<BreadcrumbSeparator>
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<BreadcrumbSeparator className="text-muted-foreground/40">
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<ChevronRight className="w-3 h-3" />
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</BreadcrumbSeparator>
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)}
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