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

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