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

@@ -95,23 +95,40 @@ export function Topbar({ ports, user }: TopbarProps) {
<span className="hidden sm:inline">New</span>
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end" className="w-44">
<DropdownMenuContent align="end" className="w-48">
<DropdownMenuLabel className="text-xs text-muted-foreground">Create</DropdownMenuLabel>
<DropdownMenuSeparator />
{/* Each item routes to the list page with ?create=1 so the
relevant create sheet pops automatically (see
useCreateFromUrl). The legacy `/clients/new`-style routes
this menu used to push to landed on the dynamic detail
page with id="new" and silently 404'd. */}
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
<DropdownMenuItem onClick={() => router.push(`${base}/clients/new` as any)}>
<DropdownMenuItem onClick={() => router.push(`${base}/clients?create=1` as any)}>
New Client
</DropdownMenuItem>
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
<DropdownMenuItem onClick={() => router.push(`${base}/interests/new` as any)}>
<DropdownMenuItem onClick={() => router.push(`${base}/yachts?create=1` as any)}>
New Yacht
</DropdownMenuItem>
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
<DropdownMenuItem onClick={() => router.push(`${base}/companies?create=1` as any)}>
New Company
</DropdownMenuItem>
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
<DropdownMenuItem onClick={() => router.push(`${base}/interests?create=1` as any)}>
New Interest
</DropdownMenuItem>
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
<DropdownMenuItem onClick={() => router.push(`${base}/expenses/new` as any)}>
<DropdownMenuItem onClick={() => router.push(`${base}/expenses?create=1` as any)}>
New Expense
</DropdownMenuItem>
{/* /reminders 301s to /inbox#reminders (the merged page) and
the server redirect strips the query string, so point
straight at the new path. The Reminders section's
useCreateFromUrl handler still picks up ?create=1. */}
{/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
<DropdownMenuItem onClick={() => router.push(`${base}/reminders/new` as any)}>
<DropdownMenuItem onClick={() => router.push(`${base}/inbox?create=1#reminders` as any)}>
New Reminder
</DropdownMenuItem>
</DropdownMenuContent>