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>

src/lib/db/migrations/0037_missing_fk_indexes.sql

@@ -3,10 +3,10 @@
 -- the child table fully. CREATE INDEX IF NOT EXISTS keeps the migration safe
 -- to re-run.
 
--- berth_reservations
-CREATE INDEX IF NOT EXISTS idx_br_interest
+-- berth_reservations  (idx_br_interest is taken by berth_recommendations)
+CREATE INDEX IF NOT EXISTS idx_brr_interest
   ON berth_reservations(interest_id);
-CREATE INDEX IF NOT EXISTS idx_br_contract_file
+CREATE INDEX IF NOT EXISTS idx_brr_contract_file
   ON berth_reservations(contract_file_id);
 
 -- documents (file FKs)

src/lib/db/migrations/0039_expense_trip_label.sql

@@ -0,0 +1,12 @@
+-- Free-text trip / event label so reps can group expenses by yacht show
+-- or business trip (e.g. "Palm Beach 2026"). Un-normalized on purpose —
+-- 6–12 events/year doesn't justify a `trips` table + CRUD UI. The
+-- autocomplete on the expense form keeps spellings consistent so the
+-- group-by works.
+
+ALTER TABLE expenses
+  ADD COLUMN IF NOT EXISTS trip_label text;
+
+-- Powers the trip filter on the list endpoint + the autocomplete query.
+CREATE INDEX IF NOT EXISTS idx_expenses_trip_label
+  ON expenses(port_id, trip_label);

src/lib/db/migrations/meta/_journal.json

@@ -274,6 +274,13 @@
       "when": 1778200000000,
       "tag": "0038_document_sends_sent_by_user_fk",
       "breakpoints": true
+    },
+    {
+      "idx": 39,
+      "version": "7",
+      "when": 1778250000000,
+      "tag": "0039_expense_trip_label",
+      "breakpoints": true
     }
   ]
 }

src/lib/db/schema/financial.ts

@@ -49,6 +49,14 @@ export const expenses = pgTable(
     paymentDate: date('payment_date'),
     paymentReference: text('payment_reference'),
     paymentNotes: text('payment_notes'),
+    /**
+     * Free-text trip / event label so reps can group expenses for one
+     * yacht show or business trip (e.g. "Palm Beach 2026"). Deliberately
+     * un-normalized — events are 6–12/year and full event-management
+     * functionality lives outside this CRM. The autocomplete on the
+     * expense form keeps spellings consistent so group-by works.
+     */
+    tripLabel: text('trip_label'),
     /** When set, this expense is flagged as a duplicate of another in the
      *  same port. Self-referencing FK; the dedup service writes this. */
     duplicateOf: text('duplicate_of').references((): AnyPgColumn => expenses.id, {
@@ -75,6 +83,8 @@ export const expenses = pgTable(
     index('idx_expenses_dedup')
       .on(table.portId, table.establishmentName, table.amount, table.expenseDate)
       .where(sql`duplicate_of IS NULL`),
+    // Powers the autocomplete + group-by-trip filter / PDF section.
+    index('idx_expenses_trip_label').on(table.portId, table.tripLabel),
   ],
 );
 

src/lib/db/schema/reservations.ts

@@ -43,9 +43,10 @@ export const berthReservations = pgTable(
     index('idx_br_port').on(table.portId),
     // Cover the FKs Postgres doesn't auto-index. Without these, deleting
     // (or restrict-checking) the parent interest / contract file row
-    // requires a full scan of berth_reservations.
-    index('idx_br_interest').on(table.interestId),
-    index('idx_br_contract_file').on(table.contractFileId),
+    // requires a full scan of berth_reservations. (idx_br_interest is
+    // already used by berth_recommendations — namespace this one.)
+    index('idx_brr_interest').on(table.interestId),
+    index('idx_brr_contract_file').on(table.contractFileId),
     uniqueIndex('idx_br_active')
       .on(table.berthId)
       .where(sql`${table.status} = 'active'`),

src/lib/services/expense-pdf.service.ts

@@ -47,7 +47,7 @@ import { logger } from '@/lib/logger';
 
 // ─── Public options + result types ──────────────────────────────────────────
 
-export type GroupBy = 'none' | 'payer' | 'category' | 'date';
+export type GroupBy = 'none' | 'payer' | 'category' | 'date' | 'trip';
 export type PageFormat = 'A4' | 'Letter' | 'Legal';
 export type TargetCurrency = 'USD' | 'EUR';
 
@@ -84,6 +84,7 @@ export interface ExpensePdfArgs {
     category?: string | null;
     paymentStatus?: string | null;
     payer?: string | null;
+    tripLabel?: string | null;
     includeArchived?: boolean;
   };
   options: ExpensePdfOptions;
@@ -171,6 +172,8 @@ interface ExpenseRow {
    *  the table + a footnote at the bottom of the summary box. */
   noReceiptAcknowledged: boolean;
   paymentStatus: string | null;
+  /** Free-text trip / event label — drives `groupBy=trip` sectioning. */
+  tripLabel: string | null;
 }
 
 interface ProcessedExpense extends ExpenseRow {
@@ -328,6 +331,10 @@ function groupKey(row: ProcessedExpense, by: GroupBy): string {
       return row.payer ?? 'Unknown payer';
     case 'category':
       return row.category ?? 'Uncategorized';
+    case 'trip':
+      // Untagged rows go under "(no trip)" so they're still in the
+      // export, just collected at the bottom.
+      return row.tripLabel ?? '(no trip)';
     case 'date':
       return row.expenseDate.toISOString().slice(0, 10);
     default:
@@ -388,6 +395,7 @@ async function fetchExpenseRows(args: ExpensePdfArgs): Promise<ExpenseRow[]> {
     if (args.filter?.payer) conditions.push(eq(expenses.payer, args.filter.payer));
     if (args.filter?.paymentStatus)
       conditions.push(eq(expenses.paymentStatus, args.filter.paymentStatus));
+    if (args.filter?.tripLabel) conditions.push(eq(expenses.tripLabel, args.filter.tripLabel));
   }
 
   const rows = await db
@@ -404,6 +412,7 @@ async function fetchExpenseRows(args: ExpensePdfArgs): Promise<ExpenseRow[]> {
       description: expenses.description,
       receiptFileIds: expenses.receiptFileIds,
       noReceiptAcknowledged: expenses.noReceiptAcknowledged,
+      tripLabel: expenses.tripLabel,
       paymentStatus: expenses.paymentStatus,
     })
     .from(expenses)

src/lib/services/expenses.ts

@@ -1,4 +1,4 @@
-import { eq, and, gte, lte, sql } from 'drizzle-orm';
+import { eq, and, gte, lte, sql, isNull, ilike, isNotNull, desc, ne } from 'drizzle-orm';
 import type { PgColumn } from 'drizzle-orm/pg-core';
 
 import { db } from '@/lib/db';
@@ -19,6 +19,46 @@ import type {
 
 export type { ListExpensesInput };
 
+/**
+ * Trim + collapse whitespace on free-text trip labels so "Palm Beach 2026"
+ * and " Palm Beach 2026 " end up identical for the group-by + filter.
+ * Empty / whitespace-only collapses to null.
+ */
+function normalizeTripLabel(input: string | null | undefined): string | null {
+  if (input == null) return null;
+  const trimmed = input.replace(/\s+/g, ' ').trim();
+  return trimmed.length > 0 ? trimmed : null;
+}
+
+/**
+ * Distinct trip labels used in this port, ordered by most-recent first
+ * so the autocomplete surfaces "what reps actually used lately" rather
+ * than alphabetically. Powers the `tripLabel` <Combobox> on the expense
+ * form. Read-only — no mutation hooks.
+ */
+export async function listTripLabels(portId: string, search?: string): Promise<string[]> {
+  const conditions = [
+    eq(expenses.portId, portId),
+    isNotNull(expenses.tripLabel),
+    ne(expenses.tripLabel, ''),
+    isNull(expenses.archivedAt),
+  ];
+  if (search && search.trim().length > 0) {
+    conditions.push(ilike(expenses.tripLabel, `%${search.trim()}%`));
+  }
+  const rows = await db
+    .selectDistinct({
+      tripLabel: expenses.tripLabel,
+      latest: sql<Date>`MAX(${expenses.expenseDate})`.as('latest'),
+    })
+    .from(expenses)
+    .where(and(...conditions))
+    .groupBy(expenses.tripLabel)
+    .orderBy(desc(sql`MAX(${expenses.expenseDate})`))
+    .limit(50);
+  return rows.map((r) => r.tripLabel as string).filter((s): s is string => Boolean(s));
+}
+
 export async function listExpenses(portId: string, query: ListExpensesInput) {
   const filters = [];
 
@@ -34,6 +74,9 @@ export async function listExpenses(portId: string, query: ListExpensesInput) {
   if (query.payer) {
     filters.push(eq(expenses.payer, query.payer));
   }
+  if (query.tripLabel) {
+    filters.push(eq(expenses.tripLabel, query.tripLabel));
+  }
   if (query.dateFrom) {
     filters.push(gte(expenses.expenseDate, new Date(query.dateFrom)));
   }
@@ -106,6 +149,7 @@ export async function createExpense(portId: string, data: CreateExpenseInput, me
       payer: data.payer,
       expenseDate: data.expenseDate,
       description: data.description,
+      tripLabel: normalizeTripLabel(data.tripLabel),
       receiptFileIds: data.receiptFileIds ?? [],
       noReceiptAcknowledged: data.noReceiptAcknowledged ?? false,
       paymentStatus: data.paymentStatus,
@@ -175,6 +219,9 @@ export async function updateExpense(
   }
 
   const updateData: Record<string, unknown> = { ...data, updatedAt: new Date() };
+  if (data.tripLabel !== undefined) {
+    updateData.tripLabel = normalizeTripLabel(data.tripLabel);
+  }
 
   // Re-convert to USD if amount or currency changed
   const newAmount = data.amount ?? Number(existing.amount);

src/lib/validators/expenses.ts

@@ -29,6 +29,12 @@ export const createExpenseShape = z.object({
   paymentDate: z.string().optional(),
   paymentReference: z.string().optional(),
   paymentNotes: z.string().optional(),
+  /**
+   * Free-text trip / event label (e.g. "Palm Beach 2026"). Empty / null
+   * means "no trip". The form's autocomplete suggests prior values per
+   * port to keep spellings consistent so group-by works downstream.
+   */
+  tripLabel: z.string().max(120).optional(),
 });
 
 export const createExpenseSchema = createExpenseShape.refine(
@@ -52,6 +58,7 @@ export const listExpensesSchema = baseListQuerySchema.extend({
   dateTo: z.string().optional(),
   currency: z.string().optional(),
   payer: z.string().optional(),
+  tripLabel: z.string().optional(),
 });
 
 /**
@@ -75,13 +82,14 @@ export const exportExpensePdfSchema = z.object({
       category: z.string().optional().nullable(),
       paymentStatus: z.string().optional().nullable(),
       payer: z.string().optional().nullable(),
+      tripLabel: z.string().optional().nullable(),
       includeArchived: z.boolean().optional(),
     })
     .optional(),
   options: z.object({
     documentName: z.string().min(1).max(200),
     subheader: z.string().max(300).optional(),
-    groupBy: z.enum(['none', 'payer', 'category', 'date']).default('none'),
+    groupBy: z.enum(['none', 'payer', 'category', 'date', 'trip']).default('none'),
     includeReceipts: z.boolean().default(false),
     includeReceiptContents: z.boolean().default(false),
     includeSummary: z.boolean().default(true),