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

@@ -58,7 +58,6 @@ export const interests = pgTable(
outcomeReason: text('outcome_reason'),
/** When the outcome was decided. Lets us age 'how long ago did we lose'. */
outcomeAt: timestamp('outcome_at', { withTimezone: true }),
notes: text('notes'),
/** Recommender inputs - imperial; resolver treats nulls as "no constraint"
* on that axis, with a banner prompting the rep to add the missing dim. */
desiredLengthFt: numeric('desired_length_ft'),

View File

@@ -143,10 +143,27 @@ export type RolePermissions = {
};
};
/**
* Per-table column visibility — drives the `<ColumnPicker>` and the
* DataTable `columnVisibility` state. `hiddenColumns` is the source of
* truth; an entry's absence means "show this column" (so newly-added
* columns show by default for existing users without us having to
* migrate stored preferences).
*/
export type TablePreferences = {
hiddenColumns?: string[];
};
export type UserPreferences = {
dark_mode?: boolean;
locale?: string;
timezone?: string;
/** ISO-3166-1 alpha-2. Drives the default timezone when the rep
* hasn't picked one explicitly, and lets the auto-detect banner
* spot a mismatch when they're travelling. */
country?: string;
/** Keyed by entity type: `clients`, `yachts`, `interests`, etc. */
tablePreferences?: Record<string, TablePreferences>;
[key: string]: unknown;
};
@@ -209,6 +226,12 @@ export const userProfiles = pgTable(
userId: text('user_id').notNull().unique(), // references Better Auth user ID
displayName: text('display_name').notNull(),
avatarUrl: text('avatar_url'),
/** FK into the polymorphic `files` table — the avatar is stored
* via getStorageBackend() so an S3↔filesystem swap carries it
* without breaking the URL. The legacy `avatarUrl` column is
* kept for any external photo sources but the file pointer wins
* when both are set. */
avatarFileId: text('avatar_file_id'),
phone: text('phone'),
isSuperAdmin: boolean('is_super_admin').notNull().default(false),
isActive: boolean('is_active').notNull().default(true),
@@ -261,6 +284,37 @@ export const portRoleOverrides = pgTable(
],
);
/**
* Pending email-change records for the verify-old-and-new flow.
* The CRM's `/api/v1/me/email` endpoint creates a row here, emails
* the OLD address with a cancel link and the NEW address with a
* confirm link, and applies the change only when the new address
* confirms (or auto-cancels at `expiresAt`).
*
* `confirmTokenHash` stores a sha256 of the random confirmation
* token; the raw token is only present in the email body.
*/
export const userEmailChanges = pgTable(
'user_email_changes',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
userId: text('user_id').notNull(),
oldEmail: text('old_email').notNull(),
newEmail: text('new_email').notNull(),
confirmTokenHash: text('confirm_token_hash').notNull(),
expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
appliedAt: timestamp('applied_at', { withTimezone: true }),
cancelledAt: timestamp('cancelled_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_uec_user').on(table.userId),
index('idx_uec_token').on(table.confirmTokenHash),
],
);
export const userPortRoles = pgTable(
'user_port_roles',
{