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:
@@ -230,8 +230,8 @@ export function CreateDocumentWizard({ portSlug }: CreateDocumentWizardProps) {
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="documenso-template">Documenso renders + signs</SelectItem>
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<SelectItem value="inapp">Render in CRM, sign via Documenso</SelectItem>
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<SelectItem value="documenso-template">Generated EOI — rendered + signed externally</SelectItem>
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<SelectItem value="inapp">Manual EOI — rendered in CRM, sent for e-signature</SelectItem>
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</SelectContent>
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</Select>
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</div>
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@@ -157,7 +157,7 @@ export function DocumentDetail({ documentId, portSlug }: DocumentDetailProps) {
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};
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const handleCancel = async () => {
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if (!confirm('Cancel this document? This voids it in Documenso and cannot be undone.')) return;
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if (!confirm('Cancel this document? This voids the signing envelope and cannot be undone.')) return;
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setIsCancelling(true);
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try {
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await apiFetch(`/api/v1/documents/${documentId}/cancel`, { method: 'POST' });
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@@ -70,7 +70,7 @@ export function DocumentTemplatePicker({
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})();
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return (
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<Popover open={open} onOpenChange={setOpen}>
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<Popover open={open} onOpenChange={setOpen} modal>
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<PopoverTrigger asChild>
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<Button
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variant="outline"
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@@ -6,10 +6,18 @@ import { useQueryClient } from '@tanstack/react-query';
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import { ChevronDown, ChevronRight, FileText, Plus, Upload } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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import { Input } from '@/components/ui/input';
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import { cn } from '@/lib/utils';
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import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill';
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import { EmptyState } from '@/components/ui/empty-state';
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import { FileUploadZone } from '@/components/files/file-upload-zone';
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import { PageHeader } from '@/components/shared/page-header';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { usePaginatedQuery } from '@/hooks/use-paginated-query';
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@@ -219,6 +227,8 @@ function FlatFolderListing({ portSlug, folderId }: FlatFolderListingProps) {
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const [search, setSearch] = useState('');
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const [typeFilter, setTypeFilter] = useState<string | undefined>(undefined);
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const [expandedDocId, setExpandedDocId] = useState<string | null>(null);
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const [uploadOpen, setUploadOpen] = useState(false);
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const queryClient = useQueryClient();
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const queryParams = useMemo(() => {
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const params = new URLSearchParams();
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@@ -364,19 +374,48 @@ function FlatFolderListing({ portSlug, folderId }: FlatFolderListingProps) {
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<EmptyState
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icon={<FileText className="h-7 w-7" />}
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title="No documents in this folder"
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body="Create a document or move existing ones here."
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body="Upload a file, generate a signing flow, or move existing documents here."
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actions={
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<Button asChild>
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<Link href={`/${portSlug}/documents/new`}>
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<Plus className="mr-1.5 h-4 w-4" />
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New document
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</Link>
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</Button>
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<>
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<Button onClick={() => setUploadOpen(true)}>
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<Upload className="mr-1.5 h-4 w-4" />
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Upload file
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</Button>
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<Button asChild variant="outline">
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<Link href={`/${portSlug}/documents/new`}>
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<Plus className="mr-1.5 h-4 w-4" />
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Generate for signing
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</Link>
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</Button>
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</>
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}
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/>
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) : (
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<ul className="rounded-md border bg-white shadow-xs">{documents.map(renderRow)}</ul>
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)}
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<Dialog open={uploadOpen} onOpenChange={setUploadOpen}>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle>Upload file</DialogTitle>
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<DialogDescription>
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{folderId === null
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? 'File will be added to the root.'
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: 'File will be added to the current folder.'}
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</DialogDescription>
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</DialogHeader>
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<FileUploadZone
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folderId={folderId}
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onUploadComplete={(file) => {
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if (!file) {
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queryClient.invalidateQueries({ queryKey: ['files'] });
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queryClient.invalidateQueries({ queryKey: ['documents'] });
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setUploadOpen(false);
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}
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}}
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/>
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</DialogContent>
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</Dialog>
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</>
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);
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}
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@@ -235,7 +235,7 @@ export function EoiGenerateDialog({
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</SelectTrigger>
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<SelectContent>
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<SelectItem value={DOCUMENSO_TEMPLATE_VALUE}>
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Documenso Standard EOI (recommended)
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Standard EOI — sent for e-signature (recommended)
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</SelectItem>
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{inAppTemplates.map((t) => (
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<SelectItem key={t.id} value={t.id}>
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@@ -77,83 +77,88 @@ export function FolderActionsMenu({ selectedFolderId, onAfterDelete }: FolderAct
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return (
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<>
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button variant="ghost" size="icon">
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<MoreHorizontal className="h-4 w-4" />
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<span className="sr-only">Folder actions</span>
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
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<DropdownMenuItem
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onClick={() => {
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setName('');
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setCreateOpen(true);
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}}
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>
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<FolderPlus className="mr-2 h-4 w-4" />
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New folder {isFolderSelected ? 'inside this' : 'at root'}
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</DropdownMenuItem>
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{isFolderSelected ? (
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<TooltipProvider>
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<Tooltip>
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<TooltipTrigger asChild>
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<span>
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<DropdownMenuItem
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disabled={isSystem}
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onClick={() => {
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if (isSystem) return;
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setName(currentName);
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setRenameOpen(true);
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}}
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>
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<Pencil className="mr-2 h-4 w-4" />
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Rename
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</DropdownMenuItem>
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</span>
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</TooltipTrigger>
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{isSystem ? (
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<TooltipContent>System folders can't be renamed.</TooltipContent>
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) : null}
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</Tooltip>
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<Tooltip>
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<TooltipTrigger asChild>
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<span>
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<ConfirmationDialog
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trigger={
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<DropdownMenuItem
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disabled={isSystem}
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onSelect={(e) => e.preventDefault()}
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className="text-destructive"
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>
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<Trash2 className="mr-2 h-4 w-4" />
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Delete
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</DropdownMenuItem>
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}
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title="Delete folder?"
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description="Subfolders and documents inside will move up to the parent. The folder itself is removed."
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confirmLabel="Delete folder"
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loading={deleteMutation.isPending}
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onConfirm={async () => {
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try {
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await deleteMutation.mutateAsync(selectedFolderId as string);
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toast.success('Folder deleted; contents moved to parent.');
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onAfterDelete?.();
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} catch (err) {
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toastError(err);
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<div className="flex items-center gap-1">
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<Button
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variant="outline"
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size="sm"
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className="flex-1 justify-start"
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onClick={() => {
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setName('');
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setCreateOpen(true);
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}}
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>
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<FolderPlus className="mr-2 h-4 w-4" />
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New folder {isFolderSelected ? 'inside this' : 'at root'}
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</Button>
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{isFolderSelected ? (
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button variant="ghost" size="icon">
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<MoreHorizontal className="h-4 w-4" />
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<span className="sr-only">More folder actions</span>
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
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<TooltipProvider>
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<Tooltip>
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<TooltipTrigger asChild>
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<span>
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<DropdownMenuItem
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disabled={isSystem}
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onClick={() => {
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if (isSystem) return;
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setName(currentName);
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setRenameOpen(true);
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}}
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>
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<Pencil className="mr-2 h-4 w-4" />
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Rename
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</DropdownMenuItem>
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</span>
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</TooltipTrigger>
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{isSystem ? (
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<TooltipContent>System folders can't be renamed.</TooltipContent>
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) : null}
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</Tooltip>
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<Tooltip>
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<TooltipTrigger asChild>
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<span>
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<ConfirmationDialog
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trigger={
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<DropdownMenuItem
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disabled={isSystem}
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onSelect={(e) => e.preventDefault()}
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className="text-destructive"
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>
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<Trash2 className="mr-2 h-4 w-4" />
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Delete
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</DropdownMenuItem>
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}
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}}
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/>
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</span>
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</TooltipTrigger>
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{isSystem ? (
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<TooltipContent>System folders can't be deleted.</TooltipContent>
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) : null}
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</Tooltip>
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</TooltipProvider>
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) : null}
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</DropdownMenuContent>
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</DropdownMenu>
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title="Delete folder?"
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description="Subfolders and documents inside will move up to the parent. The folder itself is removed."
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confirmLabel="Delete folder"
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loading={deleteMutation.isPending}
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onConfirm={async () => {
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try {
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await deleteMutation.mutateAsync(selectedFolderId as string);
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toast.success('Folder deleted; contents moved to parent.');
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onAfterDelete?.();
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} catch (err) {
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toastError(err);
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}
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}}
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/>
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</span>
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</TooltipTrigger>
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{isSystem ? (
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<TooltipContent>System folders can't be deleted.</TooltipContent>
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) : null}
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</Tooltip>
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</TooltipProvider>
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</DropdownMenuContent>
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</DropdownMenu>
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) : null}
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</div>
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<Dialog open={createOpen} onOpenChange={setCreateOpen}>
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<DialogContent className="sm:max-w-md">
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@@ -100,7 +100,7 @@ function TreeBody({
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onClick={() => onSelect(undefined)}
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/>
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<PseudoRow
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label="Root (no folder)"
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label="Root"
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icon={Folder}
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active={selectedFolderId === null}
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onClick={() => onSelect(null)}
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@@ -83,7 +83,7 @@ export function NewDocumentMenu({
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<div className="flex flex-col">
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<span>Generate document for signing</span>
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<span className="text-xs text-muted-foreground">
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EOI, contract, or custom — sent via Documenso
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EOI, contract, or custom — sent for e-signature
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</span>
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</div>
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</Link>
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