feat(uat-p5): long-tail polish - tag chips, notes counts, hub context, tenancies toggle

- StageStepper renders now carry tag chips next to the progress bar
  (client interest cards, pipeline summary, preview sheet).
- Notes tab badge on the interest detail aggregates note counts across
  the interest, the linked client, the linked yacht, and any companies
  the client is an active member of - reps see the full surface area
  at a glance.
- Admin Settings: Tenancies Module toggle wired into the Feature Flags
  card. Disabling hides nav/tabs without deleting any rows; re-enabling
  brings them back. Service layer was already complete; this surfaces
  the control on the operations page.
- HubRoot recent-files rows now show folder breadcrumb + entity badge
  (Interest/Client/Yacht/Company) so reps can tell at a glance where a
  file lives. Backed by listFiles enrichment (5 batched lookups per
  page; no per-row queries).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-26 21:57:20 +02:00
parent 2592e28578
commit 6caf41651f
7 changed files with 270 additions and 20 deletions

View File

@@ -311,7 +311,7 @@ export async function listFiles(portId: string, query: ListFilesInput) {
const sortColumn =
sort === 'filename' ? files.filename : sort === 'sizeBytes' ? files.sizeBytes : files.createdAt;
return buildListQuery({
const base = await buildListQuery({
table: files,
portIdColumn: files.portId,
portId,
@@ -325,6 +325,91 @@ export async function listFiles(portId: string, query: ListFilesInput) {
pageSize: limit,
// no archivedAtColumn - files are immutable records
});
// Enrichment pass: resolve folder name + display name for any entity
// FK present on the row. Drives the HubRoot recent-files context
// (folder breadcrumb + entity badge) without forcing each caller to
// chase separate queries. Batched so adding 20 files = 5 queries max.
const rows = base.data as Array<{
id: string;
folderId: string | null;
clientId: string | null;
yachtId: string | null;
companyId: string | null;
interestId: string | null;
}>;
const folderIds = Array.from(
new Set(rows.map((r) => r.folderId).filter((v): v is string => !!v)),
);
const clientIds = Array.from(
new Set(rows.map((r) => r.clientId).filter((v): v is string => !!v)),
);
const yachtIds = Array.from(new Set(rows.map((r) => r.yachtId).filter((v): v is string => !!v)));
const companyIds = Array.from(
new Set(rows.map((r) => r.companyId).filter((v): v is string => !!v)),
);
const interestIds = Array.from(
new Set(rows.map((r) => r.interestId).filter((v): v is string => !!v)),
);
const [folderRows, clientRows, yachtRows, companyRows, interestRows] = await Promise.all([
folderIds.length > 0
? db
.select({ id: documentFolders.id, name: documentFolders.name })
.from(documentFolders)
.where(inArray(documentFolders.id, folderIds))
: Promise.resolve([]),
clientIds.length > 0
? db
.select({ id: clients.id, name: clients.fullName })
.from(clients)
.where(inArray(clients.id, clientIds))
: Promise.resolve([]),
yachtIds.length > 0
? db
.select({ id: yachts.id, name: yachts.name })
.from(yachts)
.where(inArray(yachts.id, yachtIds))
: Promise.resolve([]),
companyIds.length > 0
? db
.select({ id: companies.id, name: companies.legalName })
.from(companies)
.where(inArray(companies.id, companyIds))
: Promise.resolve([]),
interestIds.length > 0
? db
.select({
id: interests.id,
clientId: interests.clientId,
pipelineStage: interests.pipelineStage,
})
.from(interests)
.where(inArray(interests.id, interestIds))
: Promise.resolve([]),
]);
const folderMap = new Map(folderRows.map((r) => [r.id, r.name]));
const clientMap = new Map(clientRows.map((r) => [r.id, r.name]));
const yachtMap = new Map(yachtRows.map((r) => [r.id, r.name]));
const companyMap = new Map(companyRows.map((r) => [r.id, r.name]));
const interestMap = new Map(interestRows.map((r) => [r.id, r]));
const enriched = rows.map((r) => ({
...r,
folderName: r.folderId ? (folderMap.get(r.folderId) ?? null) : null,
clientName: r.clientId ? (clientMap.get(r.clientId) ?? null) : null,
yachtName: r.yachtId ? (yachtMap.get(r.yachtId) ?? null) : null,
companyName: r.companyId ? (companyMap.get(r.companyId) ?? null) : null,
interestSummary: r.interestId
? (() => {
const i = interestMap.get(r.interestId);
if (!i) return null;
const cName = i.clientId ? (clientMap.get(i.clientId) ?? null) : null;
return { stage: i.pipelineStage, clientName: cName };
})()
: null,
}));
return { ...base, data: enriched };
}
// ─── Get by ID ────────────────────────────────────────────────────────────────

View File

@@ -3,12 +3,12 @@ import { and, desc, eq, exists, gte, inArray, isNull, ne, sql } from 'drizzle-or
import { db } from '@/lib/db';
import { interests, interestBerths, interestTags, interestNotes } from '@/lib/db/schema/interests';
import { reminders, interestContactLog } from '@/lib/db/schema/operations';
import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
import { clients, clientAddresses, clientContacts, clientNotes } from '@/lib/db/schema/clients';
import { berths } from '@/lib/db/schema/berths';
import { documents, documentEvents } from '@/lib/db/schema/documents';
import { berthTenancies } from '@/lib/db/schema/tenancies';
import { yachts } from '@/lib/db/schema/yachts';
import { companyMemberships } from '@/lib/db/schema/companies';
import { yachts, yachtNotes } from '@/lib/db/schema/yachts';
import { companyMemberships, companyNotes } from '@/lib/db/schema/companies';
import { tags } from '@/lib/db/schema/system';
import { userProfiles, userPortRoles, roles } from '@/lib/db/schema/users';
import { createAuditLog, type AuditMeta } from '@/lib/audit';
@@ -583,6 +583,48 @@ export async function getInterestById(id: string, portId: string) {
.from(interestNotes)
.where(eq(interestNotes.interestId, id));
// Aggregated note count = direct interest notes + notes attached to
// the linked client, yacht (if any), and any companies the linked
// client is an active member of. Surfaces as a separate field so the
// existing notesCount badge stays accurate to "this interest only",
// while the Notes tab can render the broader total when reps want
// the full picture at a glance.
const clientNotesP = db
.select({ count: sql<number>`count(*)::int` })
.from(clientNotes)
.where(eq(clientNotes.clientId, interest.clientId));
const yachtNotesP = interest.yachtId
? db
.select({ count: sql<number>`count(*)::int` })
.from(yachtNotes)
.where(eq(yachtNotes.yachtId, interest.yachtId))
: Promise.resolve([{ count: 0 }]);
const companyMembershipsP = db
.select({ companyId: companyMemberships.companyId })
.from(companyMemberships)
.where(
and(eq(companyMemberships.clientId, interest.clientId), isNull(companyMemberships.endDate)),
);
const [clientNotesRow, yachtNotesRow, memberships] = await Promise.all([
clientNotesP,
yachtNotesP,
companyMembershipsP,
]);
const companyIds = memberships.map((m) => m.companyId);
let companyNotesCount = 0;
if (companyIds.length > 0) {
const [row] = await db
.select({ count: sql<number>`count(*)::int` })
.from(companyNotes)
.where(inArray(companyNotes.companyId, companyIds));
companyNotesCount = row?.count ?? 0;
}
const notesCountAggregated =
notesCount +
(clientNotesRow[0]?.count ?? 0) +
(yachtNotesRow[0]?.count ?? 0) +
companyNotesCount;
// Active reminder count for the interest's bell badge. Counts reminders
// directly linked via interestId - `pending` and `snoozed` only;
// completed/dismissed don't surface.
@@ -734,6 +776,7 @@ export async function getInterestById(id: string, portId: string) {
linkedBerthCount,
tags: tagRows,
notesCount,
notesCountAggregated,
recentNote: recentNote ?? null,
activeReminderCount,
assignedToName,