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

@@ -0,0 +1,153 @@
'use client';
import { useEffect, useState } from 'react';
import { Bell, ChevronDown, ShieldAlert } from 'lucide-react';
import { cn } from '@/lib/utils';
import { PageHeader } from '@/components/shared/page-header';
import { AlertsPageShell } from '@/components/alerts/alerts-page-shell';
import { ReminderList } from '@/components/reminders/reminder-list';
import { useAlertCount } from '@/components/alerts/use-alerts';
/**
* Merged "Inbox" surface — replaces the previously-separate /alerts and
* /reminders pages. Two stacked sections (Alerts first, Reminders second)
* preserve the source distinction (system-flagged vs user-set) while
* giving reps a single "things demanding my attention" surface.
*
* Sections are collapsible; collapsed state persists in localStorage per
* section so reps can default to the layout they prefer.
*
* URL anchors:
* /inbox#alerts → ensures Alerts section is expanded + scrolls to it
* /inbox#reminders → ensures Reminders section is expanded + scrolls to it
*
* The legacy /alerts and /reminders routes redirect here with the
* appropriate hash, so old bookmarks land in the right place.
*/
export function InboxPageShell() {
const [alertsOpen, setAlertsOpen] = useState(true);
const [remindersOpen, setRemindersOpen] = useState(true);
const { data: alertCount } = useAlertCount();
// Hydrate collapsed state from localStorage on mount. Stored as
// 'true'/'false' strings; missing keys default to expanded.
useEffect(() => {
const a = localStorage.getItem('inbox.alerts.open');
const r = localStorage.getItem('inbox.reminders.open');
if (a === 'false') setAlertsOpen(false);
if (r === 'false') setRemindersOpen(false);
}, []);
// Honor URL hash: ensure the targeted section is expanded then scroll.
// Runs once on mount AND on hashchange so deep-linking from another tab
// / page works the same as initial navigation.
useEffect(() => {
function applyHash() {
const hash = window.location.hash.replace('#', '');
if (hash === 'alerts') {
setAlertsOpen(true);
document.getElementById('inbox-section-alerts')?.scrollIntoView({ behavior: 'smooth' });
} else if (hash === 'reminders') {
setRemindersOpen(true);
document.getElementById('inbox-section-reminders')?.scrollIntoView({ behavior: 'smooth' });
}
}
applyHash();
window.addEventListener('hashchange', applyHash);
return () => window.removeEventListener('hashchange', applyHash);
}, []);
function toggleAlerts() {
const next = !alertsOpen;
setAlertsOpen(next);
localStorage.setItem('inbox.alerts.open', String(next));
}
function toggleReminders() {
const next = !remindersOpen;
setRemindersOpen(next);
localStorage.setItem('inbox.reminders.open', String(next));
}
const activeAlerts = alertCount?.total ?? 0;
return (
<div className="space-y-6">
<PageHeader
title="Alerts & Reminders"
eyebrow="Action items"
description="Alerts the system has flagged plus your scheduled follow-ups, in one place."
variant="gradient"
/>
<section id="inbox-section-alerts" className="rounded-lg border bg-card shadow-xs">
<SectionHeader
icon={<ShieldAlert className="size-4 text-muted-foreground" aria-hidden />}
label="Alerts"
count={activeAlerts}
open={alertsOpen}
onToggle={toggleAlerts}
/>
{alertsOpen ? (
<div className="border-t px-4 pb-4 pt-3">
<AlertsPageShell embedded />
</div>
) : null}
</section>
<section id="inbox-section-reminders" className="rounded-lg border bg-card shadow-xs">
<SectionHeader
icon={<Bell className="size-4 text-muted-foreground" aria-hidden />}
label="Reminders"
open={remindersOpen}
onToggle={toggleReminders}
/>
{remindersOpen ? (
<div className="border-t px-4 pb-4 pt-3">
<ReminderList embedded />
</div>
) : null}
</section>
</div>
);
}
function SectionHeader({
icon,
label,
count,
open,
onToggle,
}: {
icon: React.ReactNode;
label: string;
count?: number;
open: boolean;
onToggle: () => void;
}) {
return (
<button
type="button"
onClick={onToggle}
aria-expanded={open}
className={cn(
'flex w-full items-center justify-between gap-2 px-4 py-3 text-left',
'min-h-[48px] hover:bg-muted/30',
)}
>
<span className="flex items-center gap-2">
{icon}
<span className="text-sm font-semibold text-foreground">{label}</span>
{count !== undefined && count > 0 ? (
<span className="rounded-full bg-primary/10 px-2 py-0.5 text-xs font-medium text-primary">
{count}
</span>
) : null}
</span>
<ChevronDown
className={cn('size-4 text-muted-foreground transition-transform', open && 'rotate-180')}
aria-hidden
/>
</button>
);
}