feat(ux): P-4.5 inquiry linkage + docs N+1 parallelization
Step 4 (in progress) — first slice of UX features. P-4.5: inquiry → client linkage now survives the triage conversion. - inquiry-inbox.tsx adds `?create=1` to the redirect so the new-client sheet auto-opens (the existing prefill_* params were already being written but the form never opened). - client-list.tsx reads prefill_name / prefill_email / prefill_phone / prefill_source / prefill_inquiry_id from useSearchParams and passes them to ClientForm via a typed `prefill` prop. - ClientForm hydrates the create-flow initial values from the prefill AND threads `sourceInquiryId` through to the createClient mutation. - createClientSchema accepts `sourceInquiryId`; the existing service spread already passes it to drizzle's insert. Net effect: a website inquiry that gets converted now lands as a client row with `clients.source_inquiry_id` populated. The conversion funnel-by-source chart (Step 6) can attribute the win back to the originating inquiry. Documents tab N+1: `listInflightWorkflowsAggregatedByEntity` previously walked direct + every company + every yacht + every related client sequentially. On a busy client (~25 related entities) this was ~50 sequential round-trips with cumulative latency. Replaced with a single `Promise.all` over the four lookup groups + nested Promise.all over the per-entity queries within each group. Same query count, but wall- clock collapses from "sum of every query" to "max single round-trip" (typically <100ms now vs >1s before). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -34,6 +34,10 @@ export const createClientSchema = z.object({
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timezone: optionalIanaTimezoneSchema.optional(),
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source: z.enum(['website', 'manual', 'referral', 'broker', 'other']).optional(),
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sourceDetails: z.string().optional(),
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/** When the client was created from a website-inquiry triage, points
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* back at the originating `website_submissions.id`. Drives the
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* conversion-funnel-by-source chart. Migration 0065 installs the FK. */
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sourceInquiryId: z.string().optional(),
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tagIds: z.array(z.string()).optional().default([]),
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});
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