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