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>
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@@ -38,6 +38,7 @@ import {
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type ClientRow,
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} from '@/components/clients/client-columns';
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import { ColumnPicker } from '@/components/shared/column-picker';
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import { useCreateFromUrl } from '@/hooks/use-create-from-url';
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import { usePaginatedQuery } from '@/hooks/use-paginated-query';
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import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
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import { useTablePreferences } from '@/hooks/use-table-preferences';
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@@ -49,6 +50,7 @@ export function ClientList() {
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const queryClient = useQueryClient();
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const [createOpen, setCreateOpen] = useState(false);
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useCreateFromUrl(() => setCreateOpen(true));
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const [editClient, setEditClient] = useState<ClientRow | null>(null);
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const [archiveClient, setArchiveClient] = useState<ClientRow | null>(null);
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const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
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@@ -141,17 +143,9 @@ export function ClientList() {
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title="Clients"
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description="Manage your client records"
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variant="gradient"
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actions={
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<PermissionGate resource="clients" action="create">
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<Button size="sm" onClick={() => setCreateOpen(true)}>
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<Plus className="mr-1.5 h-4 w-4" />
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New Client
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</Button>
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</PermissionGate>
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}
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/>
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<div className="flex items-center gap-2">
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<div className="flex flex-wrap items-center gap-2">
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<FilterBar
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filters={clientFilterDefinitions}
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values={filters}
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@@ -171,6 +165,16 @@ export function ClientList() {
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onChange={setHidden}
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onSaveView={() => setSaveViewOpen(true)}
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/>
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{/* New Client moved out of PageHeader actions and into the
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filter row. Saves a row on mobile (no more dedicated
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actions strip). ml-auto keeps the primary action at the
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far-right edge, which is where reps look first. */}
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<PermissionGate resource="clients" action="create">
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<Button size="sm" className="ml-auto" onClick={() => setCreateOpen(true)}>
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<Plus className="mr-1.5 h-4 w-4" />
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New Client
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</Button>
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</PermissionGate>
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</div>
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<SaveViewDialog
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