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:
28
src/lib/validators/interest-contact-log.ts
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28
src/lib/validators/interest-contact-log.ts
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@@ -0,0 +1,28 @@
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import { z } from 'zod';
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const CHANNELS = ['email', 'phone', 'whatsapp', 'in_person', 'video', 'other'] as const;
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const DIRECTIONS = ['outbound', 'inbound'] as const;
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/** Cap summary length so a rep can't accidentally paste a 10MB email body. */
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const SUMMARY_MAX = 4000;
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export const createContactLogSchema = z.object({
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occurredAt: z.coerce.date(),
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channel: z.enum(CHANNELS),
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direction: z.enum(DIRECTIONS).default('outbound'),
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summary: z.string().min(1).max(SUMMARY_MAX),
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followUpAt: z.coerce.date().optional().nullable(),
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});
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export const updateContactLogSchema = z
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.object({
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occurredAt: z.coerce.date(),
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channel: z.enum(CHANNELS),
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direction: z.enum(DIRECTIONS),
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summary: z.string().min(1).max(SUMMARY_MAX),
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followUpAt: z.coerce.date().nullable(),
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})
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.partial();
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export type CreateContactLogPayload = z.infer<typeof createContactLogSchema>;
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export type UpdateContactLogPayload = z.infer<typeof updateContactLogSchema>;
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@@ -33,7 +33,6 @@ export const createInterestSchema = z.object({
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pipelineStage: z.enum(PIPELINE_STAGES).default('open'),
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leadCategory: z.enum(LEAD_CATEGORIES).optional(),
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source: z.string().optional(),
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notes: z.string().optional(),
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tagIds: z.array(z.string()).optional().default([]),
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// Omitting reminderEnabled / reminderDays falls back to the per-port
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// defaults configured at /admin/reminders (resolved in
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@@ -102,6 +101,27 @@ export const listInterestsSchema = baseListQuerySchema.extend({
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.optional(),
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});
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// ─── Board (kanban) ───────────────────────────────────────────────────────────
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/**
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* Filters accepted by GET /api/v1/interests/board. Strict subset of
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* listInterestsSchema — `pipelineStage` and `includeArchived` are
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* intentionally omitted (the columns ARE the stages, archived deals
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* never belong on the board). No pagination params either.
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*/
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export const boardFiltersSchema = z.object({
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search: z.string().optional(),
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leadCategory: z.enum(LEAD_CATEGORIES).optional(),
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source: z.string().optional(),
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eoiStatus: z.string().optional(),
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tagIds: z
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.string()
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.transform((v) => v.split(',').filter(Boolean))
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.optional(),
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});
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export type BoardFiltersInput = z.infer<typeof boardFiltersSchema>;
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// ─── Waiting List ─────────────────────────────────────────────────────────────
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export const waitingListAddSchema = z.object({
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@@ -192,7 +212,6 @@ export const publicInterestSchema = z
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// membership linking the submitting client to it.
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company: publicCompanySchema.optional(),
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source: z.literal('website').default('website'),
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notes: z.string().max(2000).optional(),
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address: addressSchema.optional(),
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})
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.refine((data) => data.fullName || (data.firstName && data.lastName), {
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