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

@@ -17,11 +17,49 @@ import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { apiFetch } from '@/lib/api/client';
import type { RequestReportInput } from '@/lib/validators/reports';
const REPORT_TYPE_LABELS: Record<string, string> = {
pipeline: 'Pipeline Summary',
revenue: 'Revenue Report',
activity: 'Activity Log',
occupancy: 'Berth Occupancy',
interface ReportTypeMeta {
label: string;
subtitle: string;
contents: string[];
}
const REPORT_TYPES: Record<string, ReportTypeMeta> = {
pipeline: {
label: 'Pipeline Summary',
subtitle: 'Interest counts by stage and conversion rates',
contents: [
'Active (non-archived) interests grouped by pipeline stage',
'Stage-to-stage drop-off counts',
'Open vs. won vs. lost roll-up at the bottom',
],
},
revenue: {
label: 'Revenue Report',
subtitle: 'Berth-price totals rolled up by pipeline stage',
contents: [
'Sum of primary-berth prices grouped by stage',
'Pulled from each interests primary berth link (non-primary junctions ignored)',
'Sold-stage total reflects realised revenue; earlier stages are forecast',
],
},
activity: {
label: 'Activity Log',
subtitle: 'Audit events across the port for a date range',
contents: [
'Audit log entries (create / update / delete) per entity',
'Filtered to the selected date range — defaults to last 30 days',
'Includes actor name, entity type, and action verb',
],
},
occupancy: {
label: 'Berth Occupancy',
subtitle: 'Berth counts by status',
contents: [
'Berths grouped by status: Available, Under Offer, Sold',
'Per-dock breakdown using the mooring-letter prefix',
'Total port utilisation percentage at the top',
],
},
};
export function GenerateReportForm() {
@@ -74,13 +112,26 @@ export function GenerateReportForm() {
<SelectValue placeholder="Select a report type..." />
</SelectTrigger>
<SelectContent>
{Object.entries(REPORT_TYPE_LABELS).map(([value, label]) => (
<SelectItem key={value} value={value}>
{label}
{Object.entries(REPORT_TYPES).map(([value, meta]) => (
<SelectItem key={value} value={value} className="py-2">
<div className="flex flex-col">
<span className="font-medium">{meta.label}</span>
<span className="text-xs text-muted-foreground">{meta.subtitle}</span>
</div>
</SelectItem>
))}
</SelectContent>
</Select>
{reportType && REPORT_TYPES[reportType] ? (
<div className="mt-1 rounded-md border bg-muted/30 px-3 py-2 text-xs text-muted-foreground">
<p className="font-medium text-foreground">{REPORT_TYPES[reportType].subtitle}</p>
<ul className="mt-1 list-disc space-y-0.5 pl-4">
{REPORT_TYPES[reportType].contents.map((line) => (
<li key={line}>{line}</li>
))}
</ul>
</div>
) : null}
</div>
<div className="grid gap-2">
@@ -94,7 +145,7 @@ export function GenerateReportForm() {
/>
</div>
<div className="grid grid-cols-2 gap-4">
<div className="flex flex-wrap gap-4">
<div className="grid gap-2">
<Label htmlFor="dateFrom">Date From (optional)</Label>
<Input
@@ -102,6 +153,7 @@ export function GenerateReportForm() {
type="date"
value={dateFrom}
onChange={(e) => setDateFrom(e.target.value)}
className="w-auto"
/>
</div>
<div className="grid gap-2">
@@ -111,6 +163,7 @@ export function GenerateReportForm() {
type="date"
value={dateTo}
onChange={(e) => setDateTo(e.target.value)}
className="w-auto"
/>
</div>
</div>