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4 Commits

Author SHA1 Message Date
Matt
3ffee79f3f feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones 
Mobile + responsive
- berth-form full-width on phones (was 480px fixed → overflowed iPhone)
- currency-input switched to inputMode=decimal with live thousands separator
- client-form Country/Timezone/Source/Preferred-Contact full-width <sm
- contacts row restructured so Primary toggle + Remove get their own strip
- customize-dashboard footer stacks vertically on mobile; Done full-width
- interest-form client/berth pickers no longer cmdk-filter on UUID (typing
  "Carlos" now returns Carlos Vega instead of "No clients found")

Data + consistency
- SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces
  now resolve interest/client source from one place
- INTEREST_OUTCOMES adds lost_other (picker, badge, timeline)
- Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort
- archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles
- TableBody last-row uses border-b-0 (not border-0); colored left-accent
  on the bottom berth row now renders
- Hide Invite-to-Portal until port setting === true (was !== false default-show)
- OwnerPicker primer query resolves entity name on first paint (no more
  UUID flash before the popover opens)

Terminology
- Replaced user-facing "Documenso" with "signing service" / "Generated EOI" /
  "Manual EOI" in 8 components (admin/internal references kept)
- Plainer status-change copy on berth-detail-header

Forms + editing
- InlineEditableField gained a `date` variant (native picker); applied to
  company incorporation date and ready for other YYYY-MM-DD plaintext fields
- Inline source picker on interest-tabs detail (was free text)
- TagPicker self-hides when port has no tags AND nothing is selected
- New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom)
- Compose dialog follow-up is now a toggle that reveals datetime picker

Pipeline milestones
- changeStageSchema accepts optional milestoneDate; service stamps it on the
  matching date column instead of always using now
- MilestoneAdvanceButton popover collects a back-date before stage advance
- Applied to every "Mark X manually" surface on the interest overview

EOI / linked-berths polish
- Add-bypass row aligned inline with toggle descriptions
- Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their
  legal vs. public-map consequences

Surfaces
- Companies list now has the column picker + persisted hidden-column prefs
- NotesList aggregate flag enabled on clients, companies, residential_clients
  (yachts already aggregated)

ft/m unit toggle (interim, before drift fix)
- "Berth size desired" gets a section-level ft/m toggle; per-field hint shows
  the converted value. Storage stays canonical-ft for now; the drift-safe
  persistence migration is the next step.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-12 14:50:58 +02:00
Matt Ciaccio
a767652d74 feat(sales-ux): triage signals, reminders, realtime toasts, mobile FAB 
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>
 2026-05-02 04:09:51 +02:00
Matt Ciaccio
886119cbde refactor(sales): consolidate pipeline stages + wire EOI auto-advance 
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>
 2026-05-01 23:33:53 +02:00
Matt Ciaccio
6009ccb7de feat(mobile): mobile card view for clients + interests lists 
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>
 2026-05-01 15:27:53 +02:00