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

@@ -0,0 +1,28 @@
import { z } from 'zod';
const CHANNELS = ['email', 'phone', 'whatsapp', 'in_person', 'video', 'other'] as const;
const DIRECTIONS = ['outbound', 'inbound'] as const;
/** Cap summary length so a rep can't accidentally paste a 10MB email body. */
const SUMMARY_MAX = 4000;
export const createContactLogSchema = z.object({
occurredAt: z.coerce.date(),
channel: z.enum(CHANNELS),
direction: z.enum(DIRECTIONS).default('outbound'),
summary: z.string().min(1).max(SUMMARY_MAX),
followUpAt: z.coerce.date().optional().nullable(),
});
export const updateContactLogSchema = z
.object({
occurredAt: z.coerce.date(),
channel: z.enum(CHANNELS),
direction: z.enum(DIRECTIONS),
summary: z.string().min(1).max(SUMMARY_MAX),
followUpAt: z.coerce.date().nullable(),
})
.partial();
export type CreateContactLogPayload = z.infer<typeof createContactLogSchema>;
export type UpdateContactLogPayload = z.infer<typeof updateContactLogSchema>;

View File

@@ -33,7 +33,6 @@ export const createInterestSchema = z.object({
pipelineStage: z.enum(PIPELINE_STAGES).default('open'),
leadCategory: z.enum(LEAD_CATEGORIES).optional(),
source: z.string().optional(),
notes: z.string().optional(),
tagIds: z.array(z.string()).optional().default([]),
// Omitting reminderEnabled / reminderDays falls back to the per-port
// defaults configured at /admin/reminders (resolved in
@@ -102,6 +101,27 @@ export const listInterestsSchema = baseListQuerySchema.extend({
.optional(),
});
// ─── Board (kanban) ───────────────────────────────────────────────────────────
/**
* Filters accepted by GET /api/v1/interests/board. Strict subset of
* listInterestsSchema — `pipelineStage` and `includeArchived` are
* intentionally omitted (the columns ARE the stages, archived deals
* never belong on the board). No pagination params either.
*/
export const boardFiltersSchema = z.object({
search: z.string().optional(),
leadCategory: z.enum(LEAD_CATEGORIES).optional(),
source: z.string().optional(),
eoiStatus: z.string().optional(),
tagIds: z
.string()
.transform((v) => v.split(',').filter(Boolean))
.optional(),
});
export type BoardFiltersInput = z.infer<typeof boardFiltersSchema>;
// ─── Waiting List ─────────────────────────────────────────────────────────────
export const waitingListAddSchema = z.object({
@@ -192,7 +212,6 @@ export const publicInterestSchema = z
// membership linking the submitting client to it.
company: publicCompanySchema.optional(),
source: z.literal('website').default('website'),
notes: z.string().max(2000).optional(),
address: addressSchema.optional(),
})
.refine((data) => data.fullName || (data.firstName && data.lastName), {