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

View File

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