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:
@@ -6,6 +6,7 @@ import { clientAddresses, clientContacts, clients as clientsTable } from '@/lib/
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import {
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interests as interestsTable,
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interestBerths as interestBerthsTable,
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interestNotes as interestNotesTable,
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} from '@/lib/db/schema/interests';
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import { getMergeFields, resolveTemplate } from '@/lib/services/document-templates';
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@@ -39,7 +40,6 @@ async function insertInterest(args: {
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berthId?: string | null;
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pipelineStage?: string;
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leadCategory?: string;
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notes?: string;
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}) {
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const [row] = await db
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.insert(interestsTable)
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@@ -49,7 +49,6 @@ async function insertInterest(args: {
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yachtId: args.yachtId ?? null,
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pipelineStage: args.pipelineStage ?? 'open',
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leadCategory: args.leadCategory ?? null,
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notes: args.notes ?? null,
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})
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.returning();
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// Plan §3.4: legacy interest.berth_id was replaced by the
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@@ -184,7 +183,15 @@ describe('resolveTemplate — EOI scope tokens', () => {
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berthId: berth.id,
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pipelineStage: 'in_communication',
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leadCategory: 'tour',
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notes: 'Eager buyer',
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});
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// The legacy `interests.notes` column was dropped; `{{interest.notes}}`
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// now resolves to the most-recent threaded note. Seed one so the
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// tokens-test below sees the expected "Eager buyer" content.
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await db.insert(interestNotesTable).values({
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interestId: interest.id,
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authorId: 'system',
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content: 'Eager buyer',
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});
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const tmpl = await insertTemplate({
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