feat(expenses+interests): trip/event grouping (lightweight)

Per the trips/events design discussion: instead of building a full
events domain (table + CRUD UI + calendar) for the 6–12 yacht shows
a year, ship the cheap version that covers the actual asks.

Expenses — `tripLabel` free-text:
- New `expenses.trip_label` text column (migration 0039) + index for
  filter / autocomplete lookup.
- Validator: createExpenseShape + listExpensesSchema +
  exportExpensePdfSchema.filter all accept tripLabel.
- Service: createExpense + updateExpense persist; listExpenses filters;
  new `listTripLabels(portId, search?)` returns distinct values
  ordered by most-recent expenseDate so the autocomplete surfaces
  recently-used labels first.
- New `GET /api/v1/expenses/trip-labels` endpoint (gated by
  expenses.view) backs the autocomplete.
- Form dialog: native `<datalist>` powered by the autocomplete query
  so reps don't end up with "Palm Beach 2026" / "palm-beach 2026"
  fragmented across two PDF sections.
- Expense list: new "Trip" column (badge) + free-text filter.
- Detail page: trip label rendered alongside Category / Payer.
- PDF export: GroupBy gains 'trip'; filter.tripLabel narrows the
  export. Untagged rows fall under "(no trip)".
- Trim/normalize on write so " Palm Beach 2026 " === "Palm Beach 2026".

Interests — event tagging via existing tag system:
- Reps can tag interests with an event tag (e.g. "Palm Beach 2026")
  via the existing InlineTagEditor on the detail page; tags are
  port-scoped and reusable.
- Interest list now has a TagPicker filter rendered next to the
  FilterBar so reps can sort prospects by event attended ("show me
  every lead from Palm Beach"). Hidden 'relation'-typed
  FilterDefinition for tagIds wires URL round-trip + saved-views
  capture without rendering inside the FilterBar.
- FilterBar deserializer now handles `relation` types as comma-joined
  arrays on URL load.

Why a free-text trip label and not a trips table:
- 6–12 events/year doesn't justify a domain. The CRUD UI cost would
  be most of the engineering, and reps already have the events on
  their personal calendars.
- If usage proves demand for per-event ROI dashboards or richer
  attribution, promote to a real `trips` table later. Migration
  path: trip_label → tripId is a backfill+swap.

Test status: 1168/1168 vitest. tsc clean. Migration 0039 applied
in dev (also caught + fixed an unrelated audit-v3 follow-up: 0037
had `idx_br_interest` colliding with the existing
`berth_recommendations.idx_br_interest`; renamed to
`idx_brr_interest` / `idx_brr_contract_file`).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-05 13:46:54 +02:00
parent 687a1f1c2f
commit c4a41d5f5b
17 changed files with 234 additions and 30 deletions

View File

@@ -58,4 +58,12 @@ export const interestFilterDefinitions: FilterDefinition[] = [
label: 'Include Archived',
type: 'boolean',
},
// Rendered OUTSIDE the FilterBar by `<TagPicker>` in interest-list, but
// declared here so URL round-trip + saved-views capture the value.
// `relation` skips the FilterBar's render switch.
{
key: 'tagIds',
label: 'Tags',
type: 'relation',
},
];

View File

@@ -19,6 +19,7 @@ import { PipelineBoard } from '@/components/interests/pipeline-board';
import { interestFilterDefinitions } from '@/components/interests/interest-filters';
import { getInterestColumns, type InterestRow } from '@/components/interests/interest-columns';
import { InterestCard } from '@/components/interests/interest-card';
import { TagPicker } from '@/components/shared/tag-picker';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client';
@@ -123,13 +124,24 @@ export function InterestList() {
}
/>
<div className="flex items-center gap-2">
<div className="flex flex-wrap items-center gap-2">
<FilterBar
filters={interestFilterDefinitions}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
{/* Tag picker — primary use case is filtering by event/yacht-show
* ("Palm Beach 2026") that the rep tagged interests with at the
* show. The validator already accepts `tagIds` on listInterests;
* this surfaces the input in the filter UI. */}
<div className="min-w-[200px]">
<TagPicker
selectedIds={Array.isArray(filters.tagIds) ? (filters.tagIds as string[]) : []}
onChange={(ids) => setFilter('tagIds', ids)}
placeholder="Filter by tag / event…"
/>
</div>
<SavedViewsDropdown
entityType="interests"
currentFilters={filters}