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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'use client';
import { useQuery } from '@tanstack/react-query';
import { DollarSign } from 'lucide-react';
import { apiFetch } from '@/lib/api/client';
import { Card, CardContent } from '@/components/ui/card';
import { Skeleton } from '@/components/ui/skeleton';
import { formatCurrency } from '@/lib/utils/currency';
interface KpiResponse {
pipelineValueUsd: number;
}
/**
* Total pipeline value for active interests, USD-denominated. Sourced
* from the same KPIs endpoint as the active-deals tile so the two
* share a cache entry and render in lockstep.
*/
export function PipelineValueTile() {
const { data, isLoading } = useQuery<KpiResponse>({
queryKey: ['dashboard', 'kpis'],
queryFn: () => apiFetch<KpiResponse>('/api/v1/dashboard/kpis'),
staleTime: 60_000,
});
return (
<Card>
{/* `pt-5 pb-5` is explicit because shadcn's default CardContent ships
with `pt-0` (it assumes a CardHeader sits above). Without these
overrides the tile content snaps to the top edge of the card. */}
<CardContent className="flex items-center gap-3 pt-5 pb-5">
<div className="flex size-10 shrink-0 items-center justify-center rounded-md bg-accent text-foreground">
<DollarSign className="size-5" aria-hidden />
</div>
<div className="min-w-0 flex-1">
<p className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
Pipeline value
</p>
{isLoading ? (
<Skeleton className="mt-1 h-7 w-24" />
) : (
<p
className="truncate text-2xl font-bold leading-tight text-foreground"
title={formatCurrency(data?.pipelineValueUsd ?? 0, 'USD')}
>
{formatCurrency(data?.pipelineValueUsd ?? 0, 'USD', { maxFractionDigits: 0 })}
</p>
)}
</div>
</CardContent>
</Card>
);
}