fix(ux): batch UX audit fixes across spine pages

Comprehensive audit findings rolled up into one pass.

Bugs:

  - dialog.tsx — sm-breakpoint centering classes (sm:left-[50%] /
    sm:top-[50%]) were being silently stripped by tailwind-merge because
    the base inset-0 + sm:inset-auto pair counted as a conflict. Replaced
    with explicit per-side utilities (top-0 right-0 bottom-0 left-0 +
    sm:right-auto sm:bottom-auto). Every Dialog instance now centers
    correctly on desktop. (Affected 16 dialog consumers.)

  - interest-documents-tab.tsx — useQuery shared the queryKey
    ['interests', interestId] with the parent InterestDetail's query but
    returned a different shape ({ data: ... } envelope vs unwrapped).
    They clobbered each other's cache on tab mount, degenerating the
    parent header to "Unknown Client" / "Open" briefly. Unified the
    queryFn shape so the cache stays consistent.

  - interest-tabs.tsx — milestone steps now derive done-state from
    PIPELINE_STAGES.indexOf(currentStage) >= step.advanceStage_idx as
    well as from the date stamp. Stage truth > date truth. Seeded /
    imported interests that arrived past `open` without per-step dates
    now correctly show their milestone steps as checked.

  - interest-detail.tsx — wires useMobileChrome so the mobile topbar
    shows the client name instead of the interest UUID.

  - interest-documents-tab.tsx — empty state restructured to a centered
    "No documents yet — Generate EOI" CTA card instead of a small
    primary button floating in the corner.

  - timeline/route.ts — synthesizes a "Created at <stage>" event when
    no audit-log rows exist for the interest, so the Activity tab
    isn't empty for seeded interests.

  - lead-source-chart.tsx — pie radii switched from fixed 90px/50px
    to "70%"/"40%" so the pie scales with the container instead of
    being clipped at narrow widths; reserved 40px for the legend.

Visual / clarity:

  - interest-detail-header.tsx — Won/Lost rendered as branded text
    buttons on desktop ("Mark won", "Close as lost") and icon-only on
    mobile via `hidden sm:inline`. Edit/Archive stay icon-only. Reopen
    promoted to a labeled button when the interest is closed. Added
    "Last contact Xd ago" to the meta row.

  - detail-header-strip.tsx — py-4 → py-3 (tighter strip).

  - interest-tabs.tsx — milestone cards: the next pending milestone
    gets a brand-blue ring + "NEXT" pill so the user can see at a
    glance which lifecycle to act on. Its primary action gets the
    filled button variant.

  - interest-tabs.tsx — Deposit milestone: invoice flow promoted to
    primary CTA ("Create deposit invoice"), manual stage advance
    demoted to a small text link ("Mark received manually"). Reflects
    the actual recommended path now that recordPayment auto-advances
    on payment.

  - inline-editable-field.tsx — pencil affordance shown faintly
    (opacity-20) at rest so users discover that fields are editable
    without having to hover-test every label. Lifts to opacity-60 on
    hover.

  - constants.ts — STAGE_SHORT_LABELS map for cramped contexts;
    pipeline-chart.tsx + pipeline-funnel-chart.tsx use them on mobile
    via useIsMobile, so the rotated 9-stage axis isn't a wall of
    overlap on a 393px screen.

  - client-pipeline-summary.tsx — StageStepper rebuilt as a single
    segmented progress bar instead of 9 micro-dots + connectors that
    rendered inconsistently at tight widths. Each stage is an equal
    slice that lights up as the interest reaches it; tooltips on hover
    give the full stage name. Also dropped a pre-existing dead `br`
    variable.

  - dashboard empty states — Lead Source, Revenue Breakdown, Pipeline
    Funnel, and Recent Activity now have helpful descriptions explaining
    what populates them, instead of bare "No interests in range".

  - use-paginated-query.ts — reuses `&` when the endpoint already has
    `?`, so callers like the documents hub don't generate
    `…?tab=eoi_queue&signatureOnly=true?page=1&limit=25` (which the API
    rejected as 400). Caught while testing the now-removed EOI route
    but applies broadly.

tsc clean. vitest 832/832 pass. eslint 0 errors (down from 1
pre-existing) on every file touched.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-02 01:24:15 +02:00
parent 868b1f40c0
commit 76a7387dcc
16 changed files with 568 additions and 66 deletions

View File

@@ -0,0 +1,311 @@
'use client';
import Link from 'next/link';
import { useParams, usePathname } from 'next/navigation';
import type { Route } from 'next';
import { useQuery } from '@tanstack/react-query';
import { ArrowRight, ChevronRight } from 'lucide-react';
import { formatDistanceToNowStrict } from 'date-fns';
import { apiFetch } from '@/lib/api/client';
import { Skeleton } from '@/components/ui/skeleton';
import { cn } from '@/lib/utils';
import {
PIPELINE_STAGES,
STAGE_BADGE,
STAGE_DOT,
STAGE_LABELS,
safeStage,
type PipelineStage,
} from '@/components/clients/pipeline-constants';
export interface ClientInterestRow {
id: string;
pipelineStage: string;
archivedAt: string | null;
updatedAt: string;
dateLastContact: string | null;
berthMooringNumber?: string | null;
yachtName?: string | null;
}
interface InterestsResponse {
data: ClientInterestRow[];
}
export function useClientInterests(clientId: string) {
return useQuery<InterestsResponse>({
queryKey: ['interests', { clientId }],
queryFn: () => apiFetch<InterestsResponse>(`/api/v1/interests?clientId=${clientId}&limit=50`),
});
}
export function StageStepper({
current,
size = 'sm',
}: {
current: PipelineStage;
size?: 'xs' | 'sm';
}) {
const idx = PIPELINE_STAGES.indexOf(current);
// Segmented progress bar: each stage is a slice of equal width that
// lights up once the interest has reached it. Reads at-a-glance, scales
// to any container width, and works with 9 stages without becoming
// micro-dots that vanish under cramped layouts.
const height = size === 'xs' ? 'h-1' : 'h-1.5';
return (
<div
className={cn('flex w-full overflow-hidden rounded-full bg-muted', height)}
role="progressbar"
aria-label="Pipeline progress"
aria-valuenow={idx + 1}
aria-valuemin={1}
aria-valuemax={PIPELINE_STAGES.length}
>
{PIPELINE_STAGES.map((stage, i) => {
const isReached = i <= idx;
const isCurrent = i === idx;
return (
<div
key={stage}
title={`${STAGE_LABELS[stage]}${isCurrent ? ' (current)' : ''}`}
className={cn(
'flex-1 transition-colors',
isReached ? STAGE_DOT[stage] : 'bg-transparent',
i > 0 ? 'border-l border-card' : '',
)}
/>
);
})}
</div>
);
}
function pickHighest(interests: ClientInterestRow[]): ClientInterestRow | null {
const active = interests.filter((i) => !i.archivedAt);
if (active.length === 0) return null;
return [...active].sort((a, b) => {
const ai = PIPELINE_STAGES.indexOf(safeStage(a.pipelineStage));
const bi = PIPELINE_STAGES.indexOf(safeStage(b.pipelineStage));
if (ai !== bi) return bi - ai;
return new Date(b.updatedAt).getTime() - new Date(a.updatedAt).getTime();
})[0]!;
}
function lastActivityLabel(interests: ClientInterestRow[]): string | null {
const candidates = interests
.flatMap((i) => [i.dateLastContact, i.updatedAt])
.filter((v): v is string => Boolean(v))
.map((v) => new Date(v).getTime())
.filter((t) => !Number.isNaN(t));
if (candidates.length === 0) return null;
const latest = new Date(Math.max(...candidates));
return `${formatDistanceToNowStrict(latest)} ago`;
}
interface PipelineSummaryProps {
clientId: string;
/**
* `hero` — single-line pulse for the detail header (highest active stage only).
* `panel` — compact list of every active interest, for the Overview tab.
*/
variant?: 'hero' | 'panel';
}
function HeroVariant({ clientId, portSlug }: { clientId: string; portSlug: string }) {
const pathname = usePathname();
const { data, isLoading } = useClientInterests(clientId);
const interests = data?.data ?? [];
const top = pickHighest(interests);
const activeCount = interests.filter((i) => !i.archivedAt).length;
const activity = lastActivityLabel(interests);
const interestsTabHref = `${pathname}?tab=interests` as Route;
if (isLoading) {
return (
<div className="space-y-2">
<Skeleton className="h-4 w-40" />
<Skeleton className="h-2 w-48" />
</div>
);
}
if (!top) {
return (
<div className="flex flex-wrap items-center justify-between gap-2">
<div>
<p className="text-sm font-medium text-foreground">No active interests</p>
<p className="text-xs text-muted-foreground">
Start one to begin tracking the sales process.
</p>
</div>
<Link
href={`/${portSlug}/interests/new` as Route}
className="inline-flex items-center gap-1 text-xs font-medium text-primary hover:underline"
>
Start interest <ArrowRight className="size-3" />
</Link>
</div>
);
}
const stage = safeStage(top.pipelineStage);
const berthLabel = top.berthMooringNumber
? `Berth ${top.berthMooringNumber}`
: 'General interest';
const detailsHref = `/${portSlug}/interests/${top.id}` as Route;
return (
<div className="space-y-2">
<div className="flex items-center gap-2 flex-wrap">
<span className="text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
Sales pipeline
</span>
{activeCount > 1 ? (
<span className="text-[10px] font-medium text-muted-foreground">
· {activeCount} active
</span>
) : null}
</div>
<Link
href={detailsHref}
className="group -m-1 block rounded-lg p-1 transition-colors hover:bg-foreground/5"
>
<div className="flex items-center gap-2 flex-wrap">
<span className="truncate text-sm font-semibold text-foreground">{berthLabel}</span>
<span
className={cn(
'shrink-0 rounded-full px-2 py-0.5 text-[11px] font-medium',
STAGE_BADGE[stage],
)}
>
{STAGE_LABELS[stage]}
</span>
<ChevronRight className="size-3.5 shrink-0 text-muted-foreground transition-transform group-hover:translate-x-0.5" />
</div>
<div className="mt-1.5">
<StageStepper current={stage} size="xs" />
</div>
</Link>
<div className="flex items-center justify-between gap-2 text-xs text-muted-foreground">
<span>{activity ? `Last activity ${activity}` : 'No activity recorded'}</span>
{activeCount > 1 ? (
<Link
href={interestsTabHref}
className="font-medium text-primary hover:underline"
scroll={false}
>
View all {activeCount}
</Link>
) : null}
</div>
</div>
);
}
function PanelVariant({ clientId, portSlug }: { clientId: string; portSlug: string }) {
const pathname = usePathname();
const { data, isLoading } = useClientInterests(clientId);
const interests = (data?.data ?? []).filter((i) => !i.archivedAt);
const interestsTabHref = `${pathname}?tab=interests` as Route;
if (isLoading) {
return (
<div className="space-y-2">
<Skeleton className="h-4 w-40" />
<Skeleton className="h-2 w-48" />
</div>
);
}
if (interests.length === 0) {
return (
<div className="flex flex-wrap items-center justify-between gap-2">
<div>
<p className="text-sm font-medium text-foreground">No active interests</p>
<p className="text-xs text-muted-foreground">
Start one to begin tracking the sales process.
</p>
</div>
<Link
href={`/${portSlug}/interests/new` as Route}
className="inline-flex items-center gap-1 text-xs font-medium text-primary hover:underline"
>
Start interest <ArrowRight className="size-3" />
</Link>
</div>
);
}
const sorted = [...interests].sort(
(a, b) => new Date(b.updatedAt).getTime() - new Date(a.updatedAt).getTime(),
);
return (
<div className="space-y-3">
<div className="flex items-center justify-between gap-2">
<span className="text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
Sales pipeline · {interests.length} active
</span>
<Link
href={interestsTabHref}
className="text-xs font-medium text-primary hover:underline"
scroll={false}
>
Manage
</Link>
</div>
<ul className="space-y-2">
{sorted.map((i) => {
const stage = safeStage(i.pipelineStage);
const berthLabel = i.berthMooringNumber
? `Berth ${i.berthMooringNumber}`
: 'General interest';
const href = `/${portSlug}/interests/${i.id}` as Route;
return (
<li key={i.id}>
<Link
href={href}
className="group flex items-center gap-3 rounded-lg p-2 -m-2 transition-colors hover:bg-foreground/5"
>
<div className="min-w-0 flex-1">
<div className="flex items-center gap-2 flex-wrap">
<span className="truncate text-sm font-medium text-foreground">
{berthLabel}
</span>
<span
className={cn(
'shrink-0 rounded-full px-2 py-0.5 text-[10px] font-medium',
STAGE_BADGE[stage],
)}
>
{STAGE_LABELS[stage]}
</span>
</div>
<div className="mt-1">
<StageStepper current={stage} size="xs" />
</div>
</div>
<ChevronRight className="size-3.5 shrink-0 text-muted-foreground transition-transform group-hover:translate-x-0.5" />
</Link>
</li>
);
})}
</ul>
</div>
);
}
export function ClientPipelineSummary({ clientId, variant = 'panel' }: PipelineSummaryProps) {
const routeParams = useParams<{ portSlug: string }>();
const portSlug = routeParams?.portSlug ?? '';
return variant === 'hero' ? (
<HeroVariant clientId={clientId} portSlug={portSlug} />
) : (
<PanelVariant clientId={clientId} portSlug={portSlug} />
);
}