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