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>
173 lines
6.1 KiB
TypeScript
173 lines
6.1 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { useQuery, useQueryClient } from '@tanstack/react-query';
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import { FileSignature } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import { DocumentList } from '@/components/documents/document-list';
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import { EoiGenerateDialog } from '@/components/documents/eoi-generate-dialog';
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import { FileGrid, type FileRow } from '@/components/files/file-grid';
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import { FileUploadZone } from '@/components/files/file-upload-zone';
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import { FilePreviewDialog } from '@/components/files/file-preview-dialog';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { usePaginatedQuery } from '@/hooks/use-paginated-query';
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import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
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import { apiFetch } from '@/lib/api/client';
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interface InterestDocumentsTabProps {
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interestId: string;
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}
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interface InterestData {
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id: string;
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clientId?: string | null;
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}
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/**
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* Documents tab — legal instruments (EOI / contract / reservation) with
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* full signing status, plus an Attachments section for any other file the
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* rep wants on the deal. Replaces the standalone Files tab — at the
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* interest level virtually everything is either a legal doc or rare
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* one-off, and a separate tab was dead weight 95% of the time.
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*/
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export function InterestDocumentsTab({ interestId }: InterestDocumentsTabProps) {
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const queryClient = useQueryClient();
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const [eoiDialogOpen, setEoiDialogOpen] = useState(false);
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const [previewFile, setPreviewFile] = useState<FileRow | null>(null);
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const { data: interest } = useQuery<InterestData>({
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queryKey: ['interests', interestId],
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queryFn: () =>
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apiFetch<{ data: InterestData }>(`/api/v1/interests/${interestId}`).then((r) => r.data),
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});
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// Files attach at the client level (the schema has no interest_id
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// FK on `files`). For an interest, surface every file that belongs
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// to its parent client — covers the realistic case where a rep
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// uploaded a passport / scan / photo while working a deal.
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// Until the interest record loads we pass a sentinel clientId so the
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// server returns empty rather than the unscoped port-wide file list.
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const clientId = interest?.clientId ?? '__pending__';
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const filesQueryKey = ['files', { clientId }] as const;
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const { data: files, isLoading: filesLoading } = usePaginatedQuery<FileRow>({
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queryKey: filesQueryKey,
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endpoint: `/api/v1/files?clientId=${encodeURIComponent(clientId)}`,
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filterDefinitions: [],
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});
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useRealtimeInvalidation({
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'file:uploaded': [filesQueryKey],
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'file:updated': [filesQueryKey],
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'file:deleted': [filesQueryKey],
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});
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const handleDownload = async (file: FileRow) => {
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try {
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const res = await apiFetch<{ data: { url: string; filename: string } }>(
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`/api/v1/files/${file.id}/download`,
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);
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const a = document.createElement('a');
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a.href = res.data.url;
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a.download = res.data.filename;
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a.click();
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} catch {
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// silent
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}
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};
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const handleDelete = async (file: FileRow) => {
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if (!confirm(`Delete "${file.filename}"? This cannot be undone.`)) return;
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try {
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await apiFetch(`/api/v1/files/${file.id}`, { method: 'DELETE' });
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queryClient.invalidateQueries({ queryKey: filesQueryKey });
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} catch {
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// silent
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}
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};
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const hasAttachments = files.length > 0;
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return (
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<div className="space-y-8">
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<section className="space-y-4">
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<div className="flex items-center justify-between">
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<h3 className="text-sm font-medium text-muted-foreground">Legal documents</h3>
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<Button size="sm" variant="outline" onClick={() => setEoiDialogOpen(true)}>
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Generate EOI
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</Button>
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</div>
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<DocumentList
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interestId={interestId}
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emptyState={
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<div className="flex flex-col items-center gap-3 rounded-lg border border-dashed border-border bg-muted/20 px-6 py-10 text-center">
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<div className="flex size-10 items-center justify-center rounded-full bg-background text-muted-foreground">
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<FileSignature className="size-5" />
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</div>
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<div className="space-y-1">
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<p className="text-sm font-medium text-foreground">No documents yet</p>
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<p className="text-xs text-muted-foreground">
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Generate the EOI to send it for signing in one click.
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</p>
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</div>
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<Button size="sm" onClick={() => setEoiDialogOpen(true)}>
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Generate EOI
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</Button>
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</div>
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}
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/>
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</section>
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<section className="space-y-4">
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<div className="flex items-center justify-between">
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<h3 className="text-sm font-medium text-muted-foreground">Attachments</h3>
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{hasAttachments ? (
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<span className="text-xs text-muted-foreground">
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{files.length} file{files.length === 1 ? '' : 's'}
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</span>
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) : null}
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</div>
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<PermissionGate resource="files" action="upload">
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{interest?.clientId ? (
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<FileUploadZone
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entityType="client"
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entityId={interest.clientId}
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onUploadComplete={() => {
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queryClient.invalidateQueries({ queryKey: filesQueryKey });
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}}
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/>
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) : null}
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</PermissionGate>
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{hasAttachments ? (
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<FileGrid
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files={files}
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onDownload={handleDownload}
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onPreview={setPreviewFile}
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onRename={() => {}}
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onDelete={handleDelete}
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isLoading={filesLoading}
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/>
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) : null}
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</section>
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<EoiGenerateDialog
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interestId={interestId}
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clientId={interest?.clientId ?? null}
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open={eoiDialogOpen}
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onOpenChange={setEoiDialogOpen}
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/>
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<FilePreviewDialog
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open={!!previewFile}
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onOpenChange={(open) => !open && setPreviewFile(null)}
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fileId={previewFile?.id}
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fileName={previewFile?.filename}
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mimeType={previewFile?.mimeType ?? undefined}
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/>
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</div>
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);
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}
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