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