feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones

Mobile + responsive
- berth-form full-width on phones (was 480px fixed → overflowed iPhone)
- currency-input switched to inputMode=decimal with live thousands separator
- client-form Country/Timezone/Source/Preferred-Contact full-width <sm
- contacts row restructured so Primary toggle + Remove get their own strip
- customize-dashboard footer stacks vertically on mobile; Done full-width
- interest-form client/berth pickers no longer cmdk-filter on UUID (typing
  "Carlos" now returns Carlos Vega instead of "No clients found")

Data + consistency
- SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces
  now resolve interest/client source from one place
- INTEREST_OUTCOMES adds lost_other (picker, badge, timeline)
- Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort
- archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles
- TableBody last-row uses border-b-0 (not border-0); colored left-accent
  on the bottom berth row now renders
- Hide Invite-to-Portal until port setting === true (was !== false default-show)
- OwnerPicker primer query resolves entity name on first paint (no more
  UUID flash before the popover opens)

Terminology
- Replaced user-facing "Documenso" with "signing service" / "Generated EOI" /
  "Manual EOI" in 8 components (admin/internal references kept)
- Plainer status-change copy on berth-detail-header

Forms + editing
- InlineEditableField gained a `date` variant (native picker); applied to
  company incorporation date and ready for other YYYY-MM-DD plaintext fields
- Inline source picker on interest-tabs detail (was free text)
- TagPicker self-hides when port has no tags AND nothing is selected
- New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom)
- Compose dialog follow-up is now a toggle that reveals datetime picker

Pipeline milestones
- changeStageSchema accepts optional milestoneDate; service stamps it on the
  matching date column instead of always using now
- MilestoneAdvanceButton popover collects a back-date before stage advance
- Applied to every "Mark X manually" surface on the interest overview

EOI / linked-berths polish
- Add-bypass row aligned inline with toggle descriptions
- Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their
  legal vs. public-map consequences

Surfaces
- Companies list now has the column picker + persisted hidden-column prefs
- NotesList aggregate flag enabled on clients, companies, residential_clients
  (yachts already aggregated)

ft/m unit toggle (interim, before drift fix)
- "Berth size desired" gets a section-level ft/m toggle; per-field hint shows
  the converted value. Storage stays canonical-ft for now; the drift-safe
  persistence migration is the next step.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-12 14:50:58 +02:00
parent 638000bb58
commit 3ffee79f3f
132 changed files with 5784 additions and 997 deletions

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@@ -0,0 +1,11 @@
import { NextRequest, NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { getBerthStatusDistribution } from '@/lib/services/dashboard.service';
export const GET = withAuth(
withPermission('reports', 'view_dashboard', async (_req: NextRequest, ctx) => {
const result = await getBerthStatusDistribution(ctx.portId);
return NextResponse.json({ data: result });
}),
);

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@@ -0,0 +1,11 @@
import { NextRequest, NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { getHotDeals } from '@/lib/services/dashboard.service';
export const GET = withAuth(
withPermission('reports', 'view_dashboard', async (_req: NextRequest, ctx) => {
const result = await getHotDeals(ctx.portId);
return NextResponse.json({ data: result });
}),
);

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@@ -0,0 +1,11 @@
import { NextRequest, NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { getSourceConversion } from '@/lib/services/dashboard.service';
export const GET = withAuth(
withPermission('reports', 'view_dashboard', async (_req: NextRequest, ctx) => {
const result = await getSourceConversion(ctx.portId);
return NextResponse.json({ data: result });
}),
);

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@@ -6,14 +6,21 @@ import { parseBody } from '@/lib/api/route-helpers';
import { db } from '@/lib/db';
import { userProfiles, type UserPreferences } from '@/lib/db/schema/users';
import { errorResponse, NotFoundError } from '@/lib/errors';
import { getPortReminderConfig } from '@/lib/services/port-config';
import { updateUserPreferencesSchema } from '@/lib/validators/user-preferences';
export const GET = withAuth(async (_req, ctx) => {
try {
const profile = await db.query.userProfiles.findFirst({
where: eq(userProfiles.userId, ctx.userId),
const [profile, portReminders] = await Promise.all([
db.query.userProfiles.findFirst({ where: eq(userProfiles.userId, ctx.userId) }),
ctx.portId ? getPortReminderConfig(ctx.portId) : Promise.resolve(null),
]);
return NextResponse.json({
data: {
...(profile?.preferences ?? {}),
portReminderDigestEnabled: portReminders?.digestEnabled ?? false,
},
});
return NextResponse.json({ data: profile?.preferences ?? {} });
} catch (error) {
return errorResponse(error);
}