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>
Adds optional cardRender prop to <DataTable> that switches the layout
to a vertical card list below lg: while keeping the same TanStack
table instance powering both views (pagination, sort, selection).
New shared shell:
- <ListCard> rounded card with optional left status accent bar,
whole-card link to detail page, top-right actions
slot, and tactile hover/active states.
- <ListCardAvatar> 40px brand-tinted circle (initials or domain icon).
- <ListCardMeta> inline icon + muted text segment.
- deriveInitials() shared helper that ignores numeric tokens (so
"Recovery Test 1777" -> "RT", not "R1").
Clients and interests pages now render mobile cards via cardRender
using this shell; desktop view (lg+) is unchanged. Interests cards
encode pipeline stage as a left-edge accent strip whose saturation
deepens with pipeline progression (open -> completed). Berths display
with an Anchor icon; null-berth interests fall back to a Compass +
"General interest" italic label. Hot leads get a discreet "Hot" pill.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds <ResponsiveTabs> primitive that swaps the TabsList for a native Select on
phone-sized viewports (<640px). DetailLayout now routes its tab strip through it,
so every tabbed detail page gets the collapse for free. DataTable wraps the
Table in overflow-x-auto so wide column sets scroll horizontally instead of
breaking the layout under 768px. Documents-hub row swaps the fixed
grid-cols-[auto_1fr_auto_auto_auto_auto] for flex-wrap below sm: so signers /
status / dates stack instead of clipping.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
