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:
82
src/components/shared/save-view-dialog.tsx
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82
src/components/shared/save-view-dialog.tsx
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'use client';
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import { useState } from 'react';
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import { Button } from '@/components/ui/button';
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import {
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Dialog,
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DialogContent,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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import { Input } from '@/components/ui/input';
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import { Label } from '@/components/ui/label';
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import { useSavedViews } from '@/hooks/use-saved-views';
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interface SaveViewDialogProps {
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open: boolean;
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onOpenChange: (open: boolean) => void;
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entityType: string;
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currentFilters: Record<string, unknown>;
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currentSort?: { field: string; direction: 'asc' | 'desc' };
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}
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/**
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* Standalone save-view dialog. Lifted out of SavedViewsDropdown so the
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* "Save current view" affordance can live inside the column picker
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* (where the rep is already configuring the table) instead of as a
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* top-level button. SavedViewsDropdown now only handles browsing and
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* applying existing views — the save and read concerns are split.
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*/
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export function SaveViewDialog({
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open,
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onOpenChange,
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entityType,
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currentFilters,
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currentSort,
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}: SaveViewDialogProps) {
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const { saveCurrentView } = useSavedViews(entityType);
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const [viewName, setViewName] = useState('');
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const [isSaving, setIsSaving] = useState(false);
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async function handleSave() {
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if (!viewName.trim()) return;
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setIsSaving(true);
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try {
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await saveCurrentView(viewName.trim(), currentFilters, currentSort);
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onOpenChange(false);
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setViewName('');
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} finally {
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setIsSaving(false);
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}
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}
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-sm">
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<DialogHeader>
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<DialogTitle>Save view</DialogTitle>
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</DialogHeader>
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<div className="space-y-2">
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<Label>View name</Label>
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<Input
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value={viewName}
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onChange={(e) => setViewName(e.target.value)}
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placeholder="My custom view"
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onKeyDown={(e) => e.key === 'Enter' && handleSave()}
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autoFocus
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/>
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => onOpenChange(false)}>
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Cancel
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</Button>
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<Button onClick={handleSave} disabled={!viewName.trim() || isSaving}>
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Save
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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);
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}
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