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:
@@ -123,7 +123,10 @@ function buildNavSections(portSlug: string | undefined): NavSection[] {
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marinaRequired: true,
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items: [
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{ href: `${base}/expenses`, label: 'Expenses', icon: Receipt },
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{ href: `${base}/invoices`, label: 'Invoices', icon: FileText },
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// Invoices nav entry removed — the expense-to-PDF flow is the
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// only invoicing surface now (employee expense reports). The
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// standalone /invoices route still exists for any back-compat
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// links but is no longer surfaced in nav.
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// Dedicated explainer page covers "Add to Home Screen" install
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// + walkthrough; the mobile-only scanner UI itself lives at /scan
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// and is reached via the install or the explainer page button.
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@@ -224,6 +227,7 @@ function SidebarContent({
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collapsed,
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portSlug,
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portRoles,
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isSuperAdmin,
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hasAdminAccess,
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hasMarinaAccess,
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hasResidentialAccess,
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@@ -234,6 +238,7 @@ function SidebarContent({
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collapsed: boolean;
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portSlug: string | undefined;
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portRoles: SidebarProps['portRoles'];
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isSuperAdmin: boolean;
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hasAdminAccess: boolean;
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hasMarinaAccess: boolean;
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hasResidentialAccess: boolean;
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@@ -246,6 +251,14 @@ function SidebarContent({
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const [adminExpanded, setAdminExpanded] = useState(true);
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const sections = buildNavSections(portSlug);
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// Small label under the user identity when the user has access to more
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// than one port — disambiguates which port is currently active without
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// pulling the port name back into the breadcrumbs.
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const showPortLabel = !!ports && ports.length > 1;
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const currentPortName = showPortLabel
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? (ports.find((p) => p.slug === portSlug)?.name ?? null)
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: null;
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// Pre-compute every nav href the sidebar offers across all sections so
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// the active-state check can do longest-prefix-match. Without this,
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// /invoices/upload-receipts would highlight both "Invoices" and "How to
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@@ -403,8 +416,11 @@ function SidebarContent({
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variant="outline"
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className="text-[10px] px-1.5 py-0 text-[#83aab1] border-[#474e66] mt-0.5"
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>
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{humanizeRole(portRoles[0]?.role?.name)}
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{isSuperAdmin ? 'Super Admin' : humanizeRole(portRoles[0]?.role?.name)}
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</Badge>
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{currentPortName && (
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<p className="mt-1 text-[10px] text-[#71768a] truncate">{currentPortName}</p>
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)}
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</div>
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</button>
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}
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@@ -417,8 +433,10 @@ function SidebarContent({
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}
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export function Sidebar({ portRoles, isSuperAdmin = false, user, ports }: SidebarProps) {
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const sidebarCollapsed = useUIStore((s) => s.sidebarCollapsed);
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const toggleSidebar = useUIStore((s) => s.toggleSidebar);
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// Sidebar collapse removed — design preference is the always-expanded
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// form. Forcibly false; the store flag stays for backwards-compat with
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// any code still reading it.
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const sidebarCollapsed = false;
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const currentPortSlug = useUIStore((s) => s.currentPortSlug);
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// Super admins see every section regardless of role rows.
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@@ -448,12 +466,12 @@ export function Sidebar({ portRoles, isSuperAdmin = false, user, ports }: Sideba
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collapsed={sidebarCollapsed}
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portSlug={currentPortSlug ?? undefined}
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portRoles={portRoles}
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isSuperAdmin={isSuperAdmin}
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hasAdminAccess={hasAdminAccess}
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hasMarinaAccess={hasMarinaAccess}
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hasResidentialAccess={hasResidentialAccess}
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user={user}
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ports={ports}
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onToggleCollapse={toggleSidebar}
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/>
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</aside>
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);
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