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>
Surfaces the recommender inputs added in Phase 2a (interests
.desired_length_ft / desired_width_ft / desired_draft_ft) on the
two interfaces reps actually use:
- /interests list: new "Berth size desired" column rendered as a
compact "60×18×6 ft" string. Cells with no dimensions show "-";
partial dimensions render "?" for the missing axis (recommender
treats null as "no constraint").
- New/Edit Interest form: three optional length/width/draft inputs
with explanatory subhead. Empty submissions collapse to undefined
so the API doesn't see "" -> numeric coercion errors.
- createInterestSchema gains the three optional desired-dim fields
with a shared transform that coerces strings/numbers to a positive
2-decimal numeric string for the postgres `numeric` column.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wire interests.yachtId -> yachts.name into the listInterests post-fetch
enrichment so the redesigned columns (Client · Yacht · Berth · Stage ·
EOI status · Source · Last activity) render the linked yacht.
- Add yachtId/yachtName to InterestRow.
- listInterests: fourth parallel join for yachts.name, Map merged
alongside the existing client/berth/tag/notes joins.
- interest-columns: add Yacht column (with link to /yachts/[id] when
the yacht has an id); replace Category with EOI status (badge
driven by interests.eoi_status); drop default-view Tags.
The "Berth size desired" column called out in §5.2 is deferred to
Phase 2 since the underlying desired_*_ft columns don't exist yet.
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>
Sales-CRM workflow batch — closes audit recommendations #2, #3, #4, #6,
#7, #8, #9, #10, #13, #15. Skips #11 (My-pipeline filter — needs a real
assignee column on interests, defer until ownership model lands) and #12
(keyboard shortcuts — explicit user call).
Interest list (the rep's main triage surface):
- Last activity column replaces Created (sortable by
dateLastContact). Postgres NULLs-last on DESC means
never-contacted leads sort to the bottom — exactly the right
triage default.
- Comment-icon next to client name when notesCount > 0, with a
tooltip showing the count. Cheap, glanceable signal that the
lead has correspondence to peek at.
- Urgency badges under stage when criteria fire: "Silent Nd"
for mid-funnel interests with no contact in 7+ days,
"EOI Nd" for EOIs awaiting signature 14+ days, "Deposit Nd"
for eoi_signed interests with no deposit after 21 days.
Pure derived — no extra fetch, computed from the dates the
row already returns.
- Bulk select checkbox column with bulk-archive (existing
DataTable.bulkActions API; just wired with a confirm-dialog
and a Promise.all fan-out).
- Mobile FAB (+) for new interest, anchored above the bottom-tab
bar with safe-area inset awareness.
All four signals mirrored on the mobile InterestCard (comment
icon, urgency badges, last-activity footer).
Interest detail:
- Reminder bell badge in the header showing pending/snoozed
reminder count linked to the interest. Surfaced via
getInterestById's new `activeReminderCount`.
- "Latest note" teaser on the Overview tab — truncated 3-line
preview of the most recent threaded note + relative time +
"View all" link to the Notes tab. Saves a click for the
common "what was discussed last?" peek.
- Color-block swatches in InlineStagePicker dropdown (rounded-sm
mini-bars in the stage's progressive saturation color, replacing
the previous tiny dots). Reads as a visual scan instead of a
list.
Dashboard:
- MyRemindersRail on the right sidebar above the existing
AlertRail. Shows pending+snoozed reminders for the current
user (overdue first), each with priority pill, relative due
time, and click-through to the linked interest/client/berth.
Berth detail:
- BerthInterestPulse card at the top of the Overview tab,
replacing the old "buried in tab" pattern. Shows up to 5
active interests with avatar, stage pill, urgency badges, and
last-activity. Mirrors the old Nuxt CRM's beloved "Interested
Parties" panel but with the new triage signals.
Realtime toasts:
- New <RealtimeToasts /> mounted inside SocketProvider in the
dashboard layout. Subscribes to interest:stageChanged,
document:completed, document:signer:signed, and
interest:outcomeSet — fires sonner toasts so reps watching any
page learn about pipeline events without refreshing.
Service layer:
- listInterests: notesCount per row (left join + count + groupBy).
- getInterestById: clientPrimaryPhone + clientPrimaryPhoneE164
(for the Email/Call/WhatsApp buttons added last commit; phone
pieces were missing), notesCount, recentNote, activeReminderCount.
- sortColumn switch handles 'dateLastContact' explicitly; default
stays 'updatedAt'.
tsc clean. vitest 835/835 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
