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

@@ -15,6 +15,7 @@ import { SubdivisionCombobox } from '@/components/shared/subdivision-combobox';
import { NotesList } from '@/components/shared/notes-list';
import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
import { apiFetch } from '@/lib/api/client';
import { SOURCES } from '@/lib/constants';
import type { CountryCode } from '@/lib/i18n/countries';
interface ResidentialInterestSummary {
@@ -62,13 +63,7 @@ const CONTACT_OPTIONS = [
{ value: 'email', label: 'Email' },
{ value: 'phone', label: 'Phone' },
];
const SOURCE_OPTIONS = [
{ value: 'website', label: 'Website' },
{ value: 'manual', label: 'Manual' },
{ value: 'referral', label: 'Referral' },
{ value: 'broker', label: 'Broker' },
{ value: 'other', label: 'Other' },
];
const SOURCE_OPTIONS = SOURCES.map((s) => ({ value: s.value, label: s.label }));
function Row({ label, children }: { label: string; children: React.ReactNode }) {
return (
@@ -117,10 +112,10 @@ export function getResidentialClientTabs({
label: 'Notes',
content: (
<NotesList
aggregate
entityType="residential_clients"
entityId={clientId}
currentUserId={currentUserId}
aggregate
/>
),
},

View File

@@ -7,6 +7,7 @@ import { InlineEditableField } from '@/components/shared/inline-editable-field';
import { NotesList } from '@/components/shared/notes-list';
import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
import { apiFetch } from '@/lib/api/client';
import { SOURCES } from '@/lib/constants';
interface ResidentialInterest {
id: string;
@@ -25,13 +26,7 @@ interface Args {
stageOptions: Array<{ value: string; label: string }>;
}
const SOURCE_OPTIONS = [
{ value: 'website', label: 'Website' },
{ value: 'manual', label: 'Manual' },
{ value: 'referral', label: 'Referral' },
{ value: 'broker', label: 'Broker' },
{ value: 'other', label: 'Other' },
];
const SOURCE_OPTIONS = SOURCES.map((s) => ({ value: s.value, label: s.label }));
function Row({ label, children }: { label: string; children: React.ReactNode }) {
return (