feat(client): interests tab + pipeline summary panel + list-row counts

Promotes interests from a stub tab to a first-class surface on the client
detail page, and surfaces pipeline activity in two more places:

UI:
  - New ClientInterestsTab (475 lines) — table of every active interest
    for the client with stage-stepper visualization, lead category, source,
    last-activity timestamp, and a drawer-on-tap row preview.
  - New OverviewTab pipeline-summary panel above the existing 2-column
    layout, rendering ClientPipelineSummary (already on this branch) in
    its panel variant. Reps see the live pipeline at a glance without
    leaving Overview.
  - Removes "Preferred Language" inline field from the Overview tab and
    the create form — unused, and the field added noise without driving
    any downstream behavior.
  - Tab order: Overview / Interests / Yachts / Companies / ... (Interests
    moves up from the back of the list, where it was a stub anyway).

Data:
  - listClients now returns interestCount + latestInterest{stage, mooring}
    per row, joined from interests + berths in two parallel queries.
    ClientRow type updated to surface them; Client list views can now
    render "3 interests · last on D-02 (EOI Signed)" without a per-row
    fetch.
  - Contact rows in client detail now expose valueE164 + valueCountry to
    the UI (already returned by the API; just wasn't typed through the
    detail-page contract).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-03 16:14:37 +02:00
parent 4767caec01
commit e9359fc431
6 changed files with 601 additions and 92 deletions

View File

@@ -1,4 +1,4 @@
import { and, count, eq, ilike, inArray, isNull } from 'drizzle-orm';
import { and, count, desc, eq, ilike, inArray, isNull } from 'drizzle-orm';
import { db } from '@/lib/db';
import {
@@ -11,6 +11,8 @@ import {
import { companies, companyMemberships } from '@/lib/db/schema/companies';
import { yachts } from '@/lib/db/schema/yachts';
import { berthReservations } from '@/lib/db/schema/reservations';
import { interests } from '@/lib/db/schema/interests';
import { berths } from '@/lib/db/schema/berths';
import { tags } from '@/lib/db/schema/system';
import { createAuditLog, type AuditMeta } from '@/lib/audit';
import { NotFoundError, ValidationError } from '@/lib/errors';
@@ -81,7 +83,7 @@ export async function listClients(portId: string, query: ListClientsInput) {
const ids = result.data.map((r) => r.id);
const [yachtCounts, companyCounts] = await Promise.all([
const [yachtCounts, companyCounts, interestRows, interestCounts] = await Promise.all([
db
.select({ ownerId: yachts.currentOwnerId, count: count() })
.from(yachts)
@@ -99,18 +101,67 @@ export async function listClients(portId: string, query: ListClientsInput) {
.from(companyMemberships)
.where(and(inArray(companyMemberships.clientId, ids), isNull(companyMemberships.endDate)))
.groupBy(companyMemberships.clientId),
db
.select({
clientId: interests.clientId,
pipelineStage: interests.pipelineStage,
updatedAt: interests.updatedAt,
mooringNumber: berths.mooringNumber,
})
.from(interests)
.leftJoin(berths, eq(berths.id, interests.berthId))
.where(
and(
eq(interests.portId, portId),
inArray(interests.clientId, ids),
isNull(interests.archivedAt),
),
)
.orderBy(desc(interests.updatedAt)),
db
.select({ clientId: interests.clientId, count: count() })
.from(interests)
.where(
and(
eq(interests.portId, portId),
inArray(interests.clientId, ids),
isNull(interests.archivedAt),
),
)
.groupBy(interests.clientId),
]);
const yachtCountMap = new Map(yachtCounts.map((r) => [r.ownerId, r.count]));
const companyCountMap = new Map(companyCounts.map((r) => [r.clientId, r.count]));
const interestCountMap = new Map(interestCounts.map((r) => [r.clientId, r.count]));
// interestRows is sorted desc by updatedAt; first hit per clientId is the latest.
const latestInterestMap = new Map<string, { stage: string; mooringNumber: string | null }>();
for (const row of interestRows) {
if (!latestInterestMap.has(row.clientId)) {
latestInterestMap.set(row.clientId, {
stage: row.pipelineStage,
mooringNumber: row.mooringNumber,
});
}
}
return {
...result,
data: result.data.map((row) => ({
...row,
yachtCount: yachtCountMap.get(row.id) ?? 0,
companyCount: companyCountMap.get(row.id) ?? 0,
})),
data: result.data.map((row) => {
const latest = latestInterestMap.get(row.id);
return {
...row,
yachtCount: yachtCountMap.get(row.id) ?? 0,
companyCount: companyCountMap.get(row.id) ?? 0,
interestCount: interestCountMap.get(row.id) ?? 0,
latestInterest: latest
? {
stage: latest.stage,
mooringNumber: latest.mooringNumber,
}
: null,
};
}),
};
}