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

@@ -1,135 +1,73 @@
'use client';
import { useState } from 'react';
import { Bookmark, Check, Plus, Trash2 } from 'lucide-react';
import { Bookmark, Check, Trash2 } from 'lucide-react';
import { Button } from '@/components/ui/button';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuSeparator,
DropdownMenuTrigger,
} from '@/components/ui/dropdown-menu';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { useSavedViews } from '@/hooks/use-saved-views';
interface SavedViewsDropdownProps {
entityType: string;
currentFilters: Record<string, unknown>;
currentSort?: { field: string; direction: 'asc' | 'desc' };
onApplyView: (filters: Record<string, unknown>, sort?: { field: string; direction: string }) => void;
onApplyView: (
filters: Record<string, unknown>,
sort?: { field: string; direction: string },
) => void;
}
export function SavedViewsDropdown({
entityType,
currentFilters,
currentSort,
onApplyView,
}: SavedViewsDropdownProps) {
const { views, activeViewId, saveCurrentView, deleteView, applyView } =
useSavedViews(entityType);
const [saveOpen, setSaveOpen] = useState(false);
const [viewName, setViewName] = useState('');
const [isSaving, setIsSaving] = useState(false);
/**
* Read-only browser for saved views. The "Save current view" affordance
* has moved into the ColumnPicker menu (see SaveViewDialog). This
* component renders nothing when the user has no saved views — the
* Bookmark button on its own is just visual noise until something has
* been saved.
*/
export function SavedViewsDropdown({ entityType, onApplyView }: SavedViewsDropdownProps) {
const { views, activeViewId, deleteView, applyView } = useSavedViews(entityType);
async function handleSave() {
if (!viewName.trim()) return;
setIsSaving(true);
try {
await saveCurrentView(viewName.trim(), currentFilters, currentSort);
setSaveOpen(false);
setViewName('');
} finally {
setIsSaving(false);
}
}
if (views.length === 0) return null;
return (
<>
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button variant="outline" size="sm" className="h-8">
<Bookmark className="mr-1.5 h-3.5 w-3.5" />
Views
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end" className="w-56">
{views.length === 0 ? (
<div className="px-2 py-3 text-sm text-muted-foreground text-center">
No saved views yet
</div>
) : (
views.map((view) => (
<DropdownMenuItem
key={view.id}
className="flex items-center justify-between"
onClick={() => {
applyView(view.id);
onApplyView(
view.filters as Record<string, unknown>,
view.sortConfig as { field: string; direction: string } | undefined,
);
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button variant="outline" size="sm" className="h-8">
<Bookmark className="mr-1.5 h-3.5 w-3.5" />
Views
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end" className="w-56">
{views.map((view) => (
<DropdownMenuItem
key={view.id}
className="flex items-center justify-between"
onClick={() => {
applyView(view.id);
onApplyView(
view.filters as Record<string, unknown>,
view.sortConfig as { field: string; direction: string } | undefined,
);
}}
>
<span className="truncate">{view.name}</span>
<div className="flex items-center gap-1">
{activeViewId === view.id && <Check className="h-3.5 w-3.5 text-primary" />}
<button
className="p-0.5 rounded hover:bg-muted"
onClick={(e) => {
e.stopPropagation();
deleteView(view.id);
}}
>
<span className="truncate">{view.name}</span>
<div className="flex items-center gap-1">
{activeViewId === view.id && (
<Check className="h-3.5 w-3.5 text-primary" />
)}
<button
className="p-0.5 rounded hover:bg-muted"
onClick={(e) => {
e.stopPropagation();
deleteView(view.id);
}}
>
<Trash2 className="h-3 w-3 text-muted-foreground" />
</button>
</div>
</DropdownMenuItem>
))
)}
<DropdownMenuSeparator />
<DropdownMenuItem onClick={() => setSaveOpen(true)}>
<Plus className="mr-2 h-3.5 w-3.5" />
Save current view
<Trash2 className="h-3 w-3 text-muted-foreground" />
</button>
</div>
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
<Dialog open={saveOpen} onOpenChange={setSaveOpen}>
<DialogContent className="sm:max-w-sm">
<DialogHeader>
<DialogTitle>Save View</DialogTitle>
</DialogHeader>
<div className="space-y-2">
<Label>View name</Label>
<Input
value={viewName}
onChange={(e) => setViewName(e.target.value)}
placeholder="My custom view"
onKeyDown={(e) => e.key === 'Enter' && handleSave()}
/>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setSaveOpen(false)}>
Cancel
</Button>
<Button onClick={handleSave} disabled={!viewName.trim() || isSaving}>
Save
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</>
))}
</DropdownMenuContent>
</DropdownMenu>
);
}