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

@@ -1,7 +1,7 @@
'use client';
import { useEffect, useRef, useState } from 'react';
import { Loader2, Pencil } from 'lucide-react';
import { ChevronDown, Loader2, Pencil } from 'lucide-react';
import { toastError } from '@/lib/api/toast-error';
import { Input } from '@/components/ui/input';
@@ -98,33 +98,25 @@ export function InlineEditableField(props: InlineEditableFieldProps) {
}
if (props.variant === 'select') {
// Picker fields don't need a read/edit mode toggle — a Select is
// already a click-to-open control. Rendering one consistent
// SelectTrigger eliminates the width jump that happened when we
// swapped from a content-sized ReadButton to a w-full SelectTrigger
// on click (and back again on selection). The trigger now stays at
// a single width whether the popover is open or closed, so the
// dropdown menu visually aligns to the same control across states.
const labelFor = (v: string | null | undefined) =>
v ? (props.options.find((o) => o.value === v)?.label ?? v) : null;
if (!editing) {
return (
<ReadButton
value={labelFor(value)}
emptyText={emptyText}
disabled={disabled}
onClick={() => setEditing(true)}
className={className}
/>
);
}
return (
<div className={cn('flex items-center gap-1', className)}>
<Select
value={draft}
value={value ?? ''}
onValueChange={(v) => void commit(v)}
open
onOpenChange={(open) => {
if (!open && !saving) setEditing(false);
}}
disabled={disabled || saving}
>
<SelectTrigger className="h-7 text-sm w-full">
<SelectValue placeholder={placeholder} />
<SelectTrigger className="h-8 text-sm w-full">
<SelectValue placeholder={emptyText}>{labelFor(value) ?? emptyText}</SelectValue>
</SelectTrigger>
<SelectContent>
{props.options.map((o) => (
@@ -228,6 +220,7 @@ function ReadButton({
disabled,
onClick,
multiline,
kind = 'text',
className,
}: {
value: string | null;
@@ -235,8 +228,13 @@ function ReadButton({
disabled?: boolean;
onClick: () => void;
multiline?: boolean;
/** Icon affordance: 'text' shows a pencil (free-text edit), 'select'
* shows a chevron-down (fixed-list picker). The chevron clarifies
* that clicking opens a dropdown, not a text input. */
kind?: 'text' | 'select';
className?: string;
}) {
const Icon = kind === 'select' ? ChevronDown : Pencil;
return (
<button
type="button"
@@ -246,6 +244,9 @@ function ReadButton({
'group rounded px-1 -mx-1 py-0.5 text-left text-sm',
multiline ? 'flex w-full items-start gap-1.5' : 'inline-flex items-center gap-1.5',
'hover:bg-muted/60 focus-visible:bg-muted/60 focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring',
// Select-kind buttons get a faint border so they read as a
// distinct interactive element rather than text-with-an-icon.
kind === 'select' && 'border border-border bg-background hover:bg-accent',
disabled && 'cursor-not-allowed opacity-60 hover:bg-transparent',
className,
)}
@@ -260,11 +261,14 @@ function ReadButton({
{value ?? emptyText}
</span>
{!disabled && (
<Pencil
<Icon
className={cn(
// Show the pencil faintly at rest so users discover the field is
// editable without having to hover-and-test every label.
'h-3 w-3 opacity-20 transition-opacity group-hover:opacity-60',
// Pencil sits faintly so users discover free-text editability
// on hover; chevron is more present so the dropdown affordance
// is obvious before any interaction.
kind === 'select'
? 'h-3.5 w-3.5 opacity-60 transition-opacity group-hover:opacity-100'
: 'h-3 w-3 opacity-20 transition-opacity group-hover:opacity-60',
multiline && 'mt-1 shrink-0',
)}
/>