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 +1,42 @@
import { create } from 'zustand';
/**
* One breadcrumb hint per pathname. Detail pages push their entity
* hierarchy into this store on mount via `useBreadcrumbHint`; the
* topbar Breadcrumbs component reads the hint for the current path
* and renders Client Mary Smith Interest B17 instead of the
* URL-only Clients Interests trail.
*
* Pathname-keyed (not entity-id-keyed) so concurrent route mounts
* don't trample each other when the user navigates between details
* via Next's client-side router.
*/
export interface BreadcrumbHintCrumb {
label: string;
href?: string;
}
export interface BreadcrumbHint {
parents: BreadcrumbHintCrumb[];
current: string;
}
interface BreadcrumbStore {
hints: Record<string, BreadcrumbHint>;
setHint: (pathname: string, hint: BreadcrumbHint) => void;
clearHint: (pathname: string) => void;
}
export const useBreadcrumbStore = create<BreadcrumbStore>((set) => ({
hints: {},
setHint: (pathname, hint) =>
set((state) => ({
hints: { ...state.hints, [pathname]: hint },
})),
clearHint: (pathname) =>
set((state) => {
const next = { ...state.hints };
delete next[pathname];
return { hints: next };
}),
}));

View File

@@ -3,31 +3,22 @@ import { persist } from 'zustand/middleware';
interface PipelineStore {
viewMode: 'board' | 'table';
boardFilters: {
leadCategory?: string;
search?: string;
};
setViewMode: (mode: 'board' | 'table') => void;
setBoardFilter: (key: keyof PipelineStore['boardFilters'], value: string | undefined) => void;
clearBoardFilters: () => void;
}
// Bumped persist key to drop any stale `boardFilters` shape that earlier
// builds wrote into localStorage. The board no longer has a per-stage
// filter UI; reading a leftover `leadCategory: 'old_value'` would silently
// hide every card in the kanban view.
export const usePipelineStore = create<PipelineStore>()(
persist(
(set) => ({
viewMode: 'table',
boardFilters: {},
setViewMode: (mode) => set({ viewMode: mode }),
setBoardFilter: (key, value) =>
set((s) => ({ boardFilters: { ...s.boardFilters, [key]: value } })),
clearBoardFilters: () => set({ boardFilters: {} }),
}),
{
name: 'pn-crm-pipeline',
partialize: (state) => ({
viewMode: state.viewMode,
boardFilters: state.boardFilters,
}),
name: 'pn-crm-pipeline-v2',
partialize: (state) => ({ viewMode: state.viewMode }),
},
),
);