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

@@ -10,7 +10,9 @@ import { NotFoundError, ValidationError } from '@/lib/errors';
import { buildListQuery } from '@/lib/db/query-builder';
import { emitToRoom } from '@/lib/socket/server';
import { setEntityTags } from '@/lib/services/entity-tags.helper';
import { getPortBerthsDefaultCurrency } from '@/lib/services/port-config';
import { ConflictError } from '@/lib/errors';
import { sortByMooring } from '@/lib/utils/mooring-sort';
import type {
CreateBerthInput,
UpdateBerthInput,
@@ -487,6 +489,12 @@ export async function createBerth(portId: string, data: CreateBerthInput, meta:
throw new ConflictError(`Berth "${data.mooringNumber}" already exists in this port`);
}
// Caller-specified currency wins; otherwise inherit the port's admin-
// configured default (system_settings.berths_default_currency, USD if
// unset). Lets a multi-currency portfolio be modelled cleanly without
// forcing reps to pick a currency on every new-berth form.
const resolvedCurrency = data.priceCurrency ?? (await getPortBerthsDefaultCurrency(portId));
const [berth] = await db
.insert(berths)
.values({
@@ -501,7 +509,7 @@ export async function createBerth(portId: string, data: CreateBerthInput, meta:
draftFt: data.draftFt?.toString(),
draftM: data.draftM?.toString(),
price: data.price?.toString(),
priceCurrency: data.priceCurrency ?? 'USD',
priceCurrency: resolvedCurrency,
tenureType: data.tenureType ?? 'permanent',
mooringType: data.mooringType,
powerCapacity: data.powerCapacity?.toString(),
@@ -563,7 +571,10 @@ export async function deleteBerth(id: string, portId: string, meta: AuditMeta) {
// ─── Options ──────────────────────────────────────────────────────────────────
export async function getBerthOptions(portId: string) {
return db
// DB-side `ORDER BY mooring_number` is lexicographic (A1, A10, A11, A2…).
// Natural-sort in JS so dropdowns surface them as reps read them: A1, A2,
// …, A10, A11. See compareMooringNumbers for the prefix/index split.
const rows = await db
.select({
id: berths.id,
mooringNumber: berths.mooringNumber,
@@ -571,6 +582,6 @@ export async function getBerthOptions(portId: string) {
status: berths.status,
})
.from(berths)
.where(eq(berths.portId, portId))
.orderBy(berths.mooringNumber);
.where(eq(berths.portId, portId));
return sortByMooring(rows, (r) => r.mooringNumber);
}