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