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:
42
src/stores/breadcrumb-store.ts
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42
src/stores/breadcrumb-store.ts
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@@ -0,0 +1,42 @@
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import { create } from 'zustand';
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/**
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* One breadcrumb hint per pathname. Detail pages push their entity
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* hierarchy into this store on mount via `useBreadcrumbHint`; the
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* topbar Breadcrumbs component reads the hint for the current path
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* and renders Client › Mary Smith › Interest › B17 instead of the
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* URL-only Clients › Interests trail.
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*
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* Pathname-keyed (not entity-id-keyed) so concurrent route mounts
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* don't trample each other when the user navigates between details
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* via Next's client-side router.
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*/
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export interface BreadcrumbHintCrumb {
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label: string;
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href?: string;
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}
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export interface BreadcrumbHint {
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parents: BreadcrumbHintCrumb[];
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current: string;
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}
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interface BreadcrumbStore {
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hints: Record<string, BreadcrumbHint>;
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setHint: (pathname: string, hint: BreadcrumbHint) => void;
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clearHint: (pathname: string) => void;
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}
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export const useBreadcrumbStore = create<BreadcrumbStore>((set) => ({
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hints: {},
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setHint: (pathname, hint) =>
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set((state) => ({
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hints: { ...state.hints, [pathname]: hint },
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})),
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clearHint: (pathname) =>
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set((state) => {
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const next = { ...state.hints };
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delete next[pathname];
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return { hints: next };
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}),
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}));
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@@ -3,31 +3,22 @@ import { persist } from 'zustand/middleware';
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interface PipelineStore {
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viewMode: 'board' | 'table';
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boardFilters: {
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leadCategory?: string;
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search?: string;
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};
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setViewMode: (mode: 'board' | 'table') => void;
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setBoardFilter: (key: keyof PipelineStore['boardFilters'], value: string | undefined) => void;
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clearBoardFilters: () => void;
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}
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// Bumped persist key to drop any stale `boardFilters` shape that earlier
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// builds wrote into localStorage. The board no longer has a per-stage
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// filter UI; reading a leftover `leadCategory: 'old_value'` would silently
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// hide every card in the kanban view.
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export const usePipelineStore = create<PipelineStore>()(
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persist(
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(set) => ({
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viewMode: 'table',
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boardFilters: {},
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setViewMode: (mode) => set({ viewMode: mode }),
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setBoardFilter: (key, value) =>
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set((s) => ({ boardFilters: { ...s.boardFilters, [key]: value } })),
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clearBoardFilters: () => set({ boardFilters: {} }),
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}),
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{
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name: 'pn-crm-pipeline',
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partialize: (state) => ({
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viewMode: state.viewMode,
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boardFilters: state.boardFilters,
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}),
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name: 'pn-crm-pipeline-v2',
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partialize: (state) => ({ viewMode: state.viewMode }),
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},
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),
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);
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