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

@@ -1,14 +1,4 @@
import {
and,
asc,
desc,
eq,
ilike,
isNull,
or,
sql,
type SQL,
} from 'drizzle-orm';
import { and, asc, desc, eq, ilike, isNull, or, sql, type SQL } from 'drizzle-orm';
import type { PgTable, PgColumn } from 'drizzle-orm/pg-core';
import { db } from './index';
@@ -20,6 +10,13 @@ export interface BuildListQueryOptions {
updatedAtColumn: PgColumn;
filters?: SQL[];
sort?: { column: PgColumn; direction: 'asc' | 'desc' };
/**
* Custom ORDER BY clauses, used INSTEAD of `sort`. For cases where
* the natural ordering needs raw SQL (e.g. natural alphanumeric sort
* on berth mooring numbers like A1, A2, A10, B1...). Deterministic
* tail-sort on `updatedAt DESC, id DESC` is still appended.
*/
customOrderBy?: SQL[];
page: number;
pageSize: number;
searchColumns?: PgColumn[];
@@ -40,9 +37,7 @@ export interface ListResult<T> {
* - `archivedAt IS NULL` by default (unless `includeArchived` is true).
* - Deterministic secondary sort: `updatedAt DESC, id DESC`.
*/
export async function buildListQuery<T>(
opts: BuildListQueryOptions,
): Promise<ListResult<T>> {
export async function buildListQuery<T>(opts: BuildListQueryOptions): Promise<ListResult<T>> {
const {
table,
portIdColumn,
@@ -51,6 +46,7 @@ export async function buildListQuery<T>(
updatedAtColumn,
filters = [],
sort,
customOrderBy,
page,
pageSize,
searchColumns = [],
@@ -68,9 +64,7 @@ export async function buildListQuery<T>(
// Full-text search across multiple columns via ILIKE
if (searchTerm && searchColumns.length > 0) {
const searchConditions = searchColumns.map((col) =>
ilike(col, `%${searchTerm}%`),
);
const searchConditions = searchColumns.map((col) => ilike(col, `%${searchTerm}%`));
conditions.push(or(...searchConditions)!);
}
@@ -86,12 +80,13 @@ export async function buildListQuery<T>(
.where(where);
const total = countResult[0]?.count ?? 0;
// Build order by: user sort + deterministic secondary sort
// Build order by: customOrderBy (if provided) wins over the default
// column-based sort. Deterministic secondary sort always trails.
const orderClauses: SQL[] = [];
if (sort) {
orderClauses.push(
sort.direction === 'asc' ? asc(sort.column) : desc(sort.column),
);
if (customOrderBy && customOrderBy.length > 0) {
orderClauses.push(...customOrderBy);
} else if (sort) {
orderClauses.push(sort.direction === 'asc' ? asc(sort.column) : desc(sort.column));
}
orderClauses.push(desc(updatedAtColumn), desc(idColumn));