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

@@ -168,11 +168,39 @@ export const BERTH_ACCESS_OPTIONS = [
'Car (3.5t) to Vessel',
] as const;
/** Helper to map a readonly enum tuple into shadcn `<Select>` `{value,label}` objects. */
/**
* Map a readonly enum tuple into shadcn `<Select>` `{value, label}` objects.
* `value` is the raw enum string (what the API expects); `label` is a
* human-formatted version (underscores → spaces, Title Case) so reps
* see "Under Offer" instead of "under_offer" in dropdowns. Specific
* acronyms keep their canonical casing.
*/
const LABEL_OVERRIDES: Record<string, string> = {
// 3-letter acronyms — preserve all-caps where the enum stores lowercase.
vhf: 'VHF',
eoi: 'EOI',
nda: 'NDA',
// Status enums where the natural title-cased form differs slightly.
under_offer: 'Under Offer',
fixed_term: 'Fixed Term',
reservation_agreement: 'Reservation Agreement',
hot_lead: 'Hot Lead',
general_interest: 'General Interest',
specific_qualified: 'Specific Qualified',
};
function humanizeEnum(raw: string): string {
const override = LABEL_OVERRIDES[raw.toLowerCase()];
if (override) return override;
return raw
.replace(/_/g, ' ')
.replace(/\b\w/g, (c) => c.toUpperCase());
}
export function toSelectOptions<T extends readonly string[]>(
values: T,
): Array<{ value: T[number]; label: T[number] }> {
return values.map((v) => ({ value: v, label: v }));
): Array<{ value: T[number]; label: string }> {
return values.map((v) => ({ value: v, label: humanizeEnum(v) }));
}
// ─── Lead Categories ─────────────────────────────────────────────────────────
@@ -181,6 +209,34 @@ export const LEAD_CATEGORIES = ['general_interest', 'specific_qualified', 'hot_l
export type LeadCategory = (typeof LEAD_CATEGORIES)[number];
// ─── Sources (interests + clients + residential) ─────────────────────────────
// Single source of truth for the source dropdown. Keep these in lockstep
// across forms, inline-edit selects, list-column labels and chart bucketing
// so values written from one surface render with the same label on another.
export const SOURCES = [
{ value: 'website', label: 'Website' },
{ value: 'manual', label: 'Manual' },
{ value: 'referral', label: 'Referral' },
{ value: 'broker', label: 'Broker' },
{ value: 'other', label: 'Other' },
] as const;
export type SourceValue = (typeof SOURCES)[number]['value'];
export const SOURCE_LABELS: Record<SourceValue, string> = SOURCES.reduce(
(acc, s) => ({ ...acc, [s.value]: s.label }),
{} as Record<SourceValue, string>,
);
/** Returns the canonical label for a stored source value, falling back to a
* Title-Case rendering of the raw string for legacy / free-text values. */
export function formatSource(source: string | null | undefined): string | null {
if (!source) return null;
if (source in SOURCE_LABELS) return SOURCE_LABELS[source as SourceValue];
return source.charAt(0).toUpperCase() + source.slice(1);
}
// ─── Document Types ──────────────────────────────────────────────────────────
export const DOCUMENT_TYPES = ['eoi', 'contract', 'nda', 'reservation_agreement', 'other'] as const;