Files
pn-new-crm/src/components/companies/company-columns.tsx
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

187 lines
5.4 KiB
TypeScript

'use client';
import Link from 'next/link';
import { MoreHorizontal, Pencil, Archive, Eye } from 'lucide-react';
import type { ColumnDef } from '@tanstack/react-table';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from '@/components/ui/dropdown-menu';
export interface CompanyRow {
id: string;
name: string;
legalName: string | null;
taxId: string | null;
registrationNumber: string | null;
incorporationCountryIso: string | null;
incorporationSubdivisionIso: string | null;
incorporationDate: string | null;
status: string;
billingEmail: string | null;
notes: string | null;
archivedAt: string | null;
createdAt: string;
updatedAt: string;
memberCount?: number;
yachtCount?: number;
}
const STATUS_COLORS: Record<string, string> = {
active: 'bg-green-100 text-green-800 border-green-300',
dissolved: 'bg-red-100 text-red-800 border-red-300',
};
const STATUS_LABELS: Record<string, string> = {
active: 'Active',
dissolved: 'Dissolved',
};
export const COMPANY_COLUMN_OPTIONS = [
{ id: 'name', label: 'Name', alwaysVisible: true },
{ id: 'legalName', label: 'Legal Name' },
{ id: 'taxId', label: 'Tax ID' },
{ id: 'memberCount', label: 'Members' },
{ id: 'yachtCount', label: 'Yachts' },
{ id: 'status', label: 'Status' },
{ id: 'actions', label: 'Actions', alwaysVisible: true },
];
/** Hidden by default — keep the table dense; opt-in to longer columns. */
export const COMPANY_DEFAULT_HIDDEN: string[] = ['legalName', 'taxId'];
interface GetCompanyColumnsOptions {
portSlug: string;
onEdit: (company: CompanyRow) => void;
onArchive: (company: CompanyRow) => void;
}
export function getCompanyColumns({
portSlug,
onEdit,
onArchive,
}: GetCompanyColumnsOptions): ColumnDef<CompanyRow, unknown>[] {
return [
{
id: 'name',
accessorKey: 'name',
header: 'Name',
cell: ({ row }) => (
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/companies/${row.original.id}` as any}
className="font-medium text-primary hover:underline"
onClick={(e) => e.stopPropagation()}
>
{row.original.name}
</Link>
),
},
{
id: 'legalName',
accessorKey: 'legalName',
header: 'Legal Name',
enableSorting: false,
cell: ({ getValue }) => {
const value = getValue() as string | null;
if (!value) return <span className="text-muted-foreground">-</span>;
return <span className="text-sm">{value}</span>;
},
},
{
id: 'taxId',
accessorKey: 'taxId',
header: 'Tax ID',
enableSorting: false,
cell: ({ getValue }) => {
const value = getValue() as string | null;
if (!value) return <span className="text-muted-foreground">-</span>;
return <span className="text-sm">{value}</span>;
},
},
{
id: 'memberCount',
header: 'Members',
enableSorting: false,
size: 88,
cell: ({ row }) => {
const n = row.original.memberCount ?? 0;
if (n === 0) return <span className="text-muted-foreground">-</span>;
return <Badge variant="secondary">{n}</Badge>;
},
},
{
id: 'yachtCount',
header: 'Yachts',
enableSorting: false,
size: 88,
cell: ({ row }) => {
const n = row.original.yachtCount ?? 0;
if (n === 0) return <span className="text-muted-foreground">-</span>;
return <Badge variant="secondary">{n}</Badge>;
},
},
{
id: 'status',
accessorKey: 'status',
header: 'Status',
cell: ({ row }) => {
const status = row.original.status;
const label = STATUS_LABELS[status] ?? status;
const color = STATUS_COLORS[status] ?? 'bg-muted text-muted-foreground border-muted';
return (
<span
className={`inline-flex items-center rounded-full border px-2 py-0.5 text-xs font-medium ${color}`}
>
{label}
</span>
);
},
},
{
id: 'actions',
header: '',
enableSorting: false,
size: 48,
cell: ({ row }) => (
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="ghost"
size="icon"
className="h-7 w-7"
onClick={(e) => e.stopPropagation()}
>
<MoreHorizontal className="h-4 w-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem asChild>
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/companies/${row.original.id}` as any}
>
<Eye className="mr-2 h-3.5 w-3.5" />
View
</Link>
</DropdownMenuItem>
<DropdownMenuItem onClick={() => onEdit(row.original)}>
<Pencil className="mr-2 h-3.5 w-3.5" />
Edit
</DropdownMenuItem>
<DropdownMenuItem className="text-destructive" onClick={() => onArchive(row.original)}>
<Archive className="mr-2 h-3.5 w-3.5" />
Archive
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
),
},
];
}