Major interest workflow expansion driven by the rapid-fire UX session.
EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.
Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.
Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.
Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).
Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).
Berth interest list overhaul:
- Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
- Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
- Per-letter row tinting via colored left-border accent + dot in cell
- Documents tab merged Files (single attachments section)
Topbar improvements:
- Always-visible back arrow on detail pages (path depth > 2)
- Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
push their entity hierarchy (Clients › Mary Smith › Interest › B17)
- Tighter spacing, softer separators, 160px crumb truncation
DataTable upgrades:
- Page-size selector with All option (validator cap raised to 1000)
- getRowClassName slot for per-row styling (used by berth tinting)
- Fixed Radix SelectItem crash on empty-string values via __any__
sentinel (was crashing every list page that opened a select filter)
Interest list:
- Configurable columns picker
- Stage cell clickable into detail
- TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
- Save view moved into ColumnPicker menu; Views button hidden when
no views are saved
- Pipeline kanban board endpoint at /api/v1/interests/board with
minimal projection, 5000-row cap + truncated banner, filter
pass-through
Mobile chrome + sidebar collapse removed (always-expanded design choice).
User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wire primary email + primary phone into the /clients list service so
the redesigned columns (Name · Email · Phone · Country · Source ·
Latest stage · Created) actually have data. Picks the row marked
is_primary=true; falls back to most-recent created_at when the flag
is unset.
- 0026 schema migration: unique partial index
idx_cc_one_primary_per_channel on (client_id, channel) WHERE
is_primary=true. Prevents the §14.2 "multiple primaries" ambiguity.
- 0027 data migration: backfill clients.nationality_iso from the
primary phone's value_country. 218 -> 36 missing on dev. Idempotent.
- listClients: add a fifth parallel query for client_contacts; build
primaryEmailMap / primaryPhoneMap in-memory from the pre-sorted
result.
- client-columns: drop Yachts/Companies/Tags from the default view
per §5.1; add Email/Phone/Country/Latest-stage columns; rename
"Nationality" -> "Country" since phone country is a proxy (§14.2).
- client-card: prefer email, fall back to phone, for the line under
the name; replaces the old `contacts.find(isPrimary)` lookup.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces every em-dash and en-dash with regular ASCII hyphens
across comments, JSX strings, and dev-facing logs. Mostly cosmetic
but stops the inconsistent mix that crept in over the last few
months (some files used em-dashes in comments, others didn't,
some used both).
Bundles two small dashboard-layout tweaks that touch a couple of
already-modified files:
- (dashboard)/layout.tsx main padding goes from p-6 to pt-3 px-6
pb-6 so page content sits closer to the topbar.
- Sidebar now receives the ports list it needs for the footer
port switcher.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Test-data only — no production migration needed (per earlier decision).
Schema is now ISO-only; readers convert ISO codes to localized names where
human-readable output is required (EOI documents, invoices, portal).
Migration 0016 drops:
- clients.nationality
- companies.incorporation_country
- client_addresses.{state_province, country}
- company_addresses.{state_province, country}
Code paths that previously read free-text values now read the ISO column
and pass through `getCountryName()` / `getSubdivisionName()` for rendering.
Document templates ({{client.nationality}}), portal client view, EOI/
reservation-agreement contexts, and invoice billing addresses all updated.
Public yacht-interest endpoint (/api/public/interests) drops the legacy
fields from its insert path and writes ISO codes only. The Zod validators
no longer accept the legacy fields — older website builds posting raw
'incorporationCountry' / 'country' / 'stateProvince' will get 400s.
Server-side phone normalization is unchanged.
Seed data updated to use ISO codes (GB/FR/ES/GR/SE/IT/GH/MC/PA), spread
across continents to keep test fixtures realistic.
Test assertions updated to match the new render shape (e.g.
'United States' not 'US', 'California' not 'CA').
Vitest: 741 -> 741 (unchanged count; assertions updated, no new tests).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- ClientData in client-detail.tsx now reflects the stripped shape from
Task 8.2 (drop companyName/isProxy/proxy*/yacht*/berthSizeDesired) and
gains yachts / companies / activeReservations arrays.
- client-tabs.tsx: Overview trimmed (personal, contacts, source, tags);
three new count-badged tabs (Yachts, Companies, Reservations).
- New client-yachts-tab.tsx renders owned yachts + Add yacht CTA (TODO:
YachtForm preset-owner wiring for v2).
- New client-companies-tab.tsx renders memberships with Primary badge and
since-date; management still lives on the company detail page.
- New client-reservations-tab.tsx maps activeReservations into ReservationRow
shape and delegates to <ReservationList showBerth />.
- client-columns.tsx drops companyName column (TODO: add Yachts count +
Primary company once list endpoint joins those).
- client-filters.tsx drops isProxy filter.
- Wire realtime invalidations for yacht:ownership_transferred,
company_membership:added/ended, and berth_reservation:*.
