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