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

@@ -4,7 +4,7 @@ import { db } from '@/lib/db';
import { berths } from '@/lib/db/schema/berths';
import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
import { companies, companyAddresses } from '@/lib/db/schema/companies';
import { interests, interestBerths } from '@/lib/db/schema/interests';
import { interests, interestBerths, interestNotes } from '@/lib/db/schema/interests';
import { ports } from '@/lib/db/schema/ports';
import { yachts } from '@/lib/db/schema/yachts';
import { getCountryName } from '@/lib/i18n/countries';
@@ -110,6 +110,18 @@ export async function buildEoiContext(interestId: string, portId: string): Promi
const primaryBerth = await getPrimaryBerth(interest.id);
const primaryBerthId = primaryBerth?.berthId ?? null;
// The legacy `interests.notes` blob was dropped in favour of the
// threaded `interest_notes` timeline. Templates / merge fields still
// expose `interest.notes`, so we surface the most-recent threaded
// note's content here. Returns null when the interest has no notes.
const [latestNote] = await db
.select({ content: interestNotes.content })
.from(interestNotes)
.where(eq(interestNotes.interestId, interest.id))
.orderBy(desc(interestNotes.createdAt))
.limit(1);
const interestNotesContent = latestNote?.content ?? null;
// Resolve every berth in the EOI bundle (is_in_eoi_bundle=true) for the
// multi-berth EOI compact-range merge field. Empty bundle → "" so the
// Documenso template renders blank rather than "undefined".
@@ -300,7 +312,7 @@ export async function buildEoiContext(interestId: string, portId: string): Promi
stage: interest.pipelineStage,
leadCategory: interest.leadCategory,
dateFirstContact: interest.dateFirstContact,
notes: interest.notes,
notes: interestNotesContent,
},
port: {
name: port.name,