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

@@ -25,12 +25,24 @@ export type BucketType =
| 'navigation'
| 'notes';
/**
* Provenance hint for a result row that surfaced via graph expansion
* rather than a direct match against the query. Rendered as a "via X"
* subtitle by the result-row UI.
*/
export interface RelatedVia {
type: 'berth' | 'interest' | 'client' | 'yacht' | 'company';
id: string;
label: string;
}
export interface ClientResult {
id: string;
fullName: string;
matchedContact: string | null;
matchedContactChannel: 'email' | 'phone' | 'whatsapp' | null;
archivedAt: string | null;
relatedVia?: RelatedVia | null;
}
export interface ResidentialClientResult {
id: string;
@@ -46,6 +58,7 @@ export interface YachtResult {
hullNumber: string | null;
registration: string | null;
archivedAt: string | null;
relatedVia?: RelatedVia | null;
}
export interface CompanyResult {
id: string;
@@ -54,6 +67,7 @@ export interface CompanyResult {
taxId: string | null;
matchedField: 'name' | 'legalName' | 'taxId' | 'billingEmail' | 'registrationNumber' | null;
archivedAt: string | null;
relatedVia?: RelatedVia | null;
}
export interface InterestResult {
id: string;
@@ -61,6 +75,7 @@ export interface InterestResult {
berthMooringNumber: string | null;
pipelineStage: string;
outcome: string | null;
relatedVia?: RelatedVia | null;
}
export interface ResidentialInterestResult {
id: string;
@@ -73,6 +88,7 @@ export interface BerthResult {
area: string | null;
status: string;
linkedInterestCount: number;
relatedVia?: RelatedVia | null;
}
export interface InvoiceResult {
id: string;