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