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

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