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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@@ -778,13 +778,16 @@ export async function changeInterestStage(
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.where(and(eq(interests.id, id), eq(interests.portId, portId)))
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.returning();
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// BR-133: Auto-populate milestones based on stage
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// BR-133: Auto-populate milestones based on stage. The rep can override the
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// stamp via `milestoneDate` when they're back-dating a real event (e.g.
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// "deposit landed yesterday"); we still default to now when omitted.
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const milestoneDate = data.milestoneDate ? new Date(data.milestoneDate) : new Date();
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const milestoneUpdates: Record<string, unknown> = {};
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if (data.pipelineStage === 'eoi_sent') milestoneUpdates.dateEoiSent = new Date();
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if (data.pipelineStage === 'eoi_signed') milestoneUpdates.dateEoiSigned = new Date();
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if (data.pipelineStage === 'deposit_10pct') milestoneUpdates.dateDepositReceived = new Date();
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if (data.pipelineStage === 'contract_sent') milestoneUpdates.dateContractSent = new Date();
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if (data.pipelineStage === 'contract_signed') milestoneUpdates.dateContractSigned = new Date();
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if (data.pipelineStage === 'eoi_sent') milestoneUpdates.dateEoiSent = milestoneDate;
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if (data.pipelineStage === 'eoi_signed') milestoneUpdates.dateEoiSigned = milestoneDate;
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if (data.pipelineStage === 'deposit_10pct') milestoneUpdates.dateDepositReceived = milestoneDate;
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if (data.pipelineStage === 'contract_sent') milestoneUpdates.dateContractSent = milestoneDate;
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if (data.pipelineStage === 'contract_signed') milestoneUpdates.dateContractSigned = milestoneDate;
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if (Object.keys(milestoneUpdates).length > 0) {
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await db
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.update(interests)
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