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

@@ -1,4 +1,4 @@
import { and, eq, gte, lte, inArray } from 'drizzle-orm';
import { and, eq, gte, lte, inArray, sql } from 'drizzle-orm';
import { db } from '@/lib/db';
import { berths, berthTags, berthWaitingList, berthMaintenanceLog } from '@/lib/db/schema/berths';
@@ -61,10 +61,22 @@ export async function listBerths(portId: string, query: ListBerthsQuery) {
filters.push(inArray(berths.id, matchingIds));
}
// Default ordering is natural alphanumeric on mooring number
// (A1, A2, A10, B1...) — Postgres' default lexicographic sort
// would put A10 before A2, which is the wrong story for a marina
// map. The mooring format is locked at `^[A-Z]+\d+$` so the regexp
// splits are safe.
const NATURAL_MOORING_SORT = [
sql`regexp_replace(${berths.mooringNumber}, '\d+$', '') ASC`,
sql`(regexp_replace(${berths.mooringNumber}, '^[A-Z]+', ''))::int ASC`,
];
const sortColumn = (() => {
switch (query.sort) {
case 'mooringNumber':
return berths.mooringNumber;
// Honoured via customOrderBy below — caller asked for mooring
// sort explicitly, give them the natural order.
return null;
case 'area':
return berths.area;
case 'price':
@@ -74,7 +86,9 @@ export async function listBerths(portId: string, query: ListBerthsQuery) {
case 'lengthM':
return berths.lengthM;
default:
return berths.updatedAt;
// No sort requested → natural mooring order is the friendliest
// default for the berth grid (groups by pontoon letter).
return null;
}
})();
@@ -85,7 +99,8 @@ export async function listBerths(portId: string, query: ListBerthsQuery) {
idColumn: berths.id,
updatedAtColumn: berths.updatedAt,
filters,
sort: { column: sortColumn, direction: query.order },
sort: sortColumn ? { column: sortColumn, direction: query.order } : undefined,
customOrderBy: sortColumn ? undefined : NATURAL_MOORING_SORT,
page: query.page,
pageSize: query.limit,
searchColumns: [berths.mooringNumber, berths.area],