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>
456 lines
16 KiB
TypeScript
456 lines
16 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { useParams } from 'next/navigation';
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import {
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Plus,
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LayoutList,
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Kanban,
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Archive,
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ArrowRight,
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Tag as TagIcon,
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TagsIcon,
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} from 'lucide-react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { Button } from '@/components/ui/button';
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import { DataTable } from '@/components/shared/data-table';
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import { FilterBar } from '@/components/shared/filter-bar';
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import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
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import { PageHeader } from '@/components/shared/page-header';
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import { EmptyState } from '@/components/shared/empty-state';
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import { TableSkeleton } from '@/components/shared/loading-skeleton';
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import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { InterestForm } from '@/components/interests/interest-form';
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import { PipelineBoard } from '@/components/interests/pipeline-board';
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import { interestFilterDefinitions } from '@/components/interests/interest-filters';
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import {
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getInterestColumns,
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INTEREST_COLUMN_OPTIONS,
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INTEREST_DEFAULT_HIDDEN,
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type InterestRow,
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} from '@/components/interests/interest-columns';
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import { ColumnPicker } from '@/components/shared/column-picker';
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import { SaveViewDialog } from '@/components/shared/save-view-dialog';
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import { useTablePreferences } from '@/hooks/use-table-preferences';
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import { InterestCard } from '@/components/interests/interest-card';
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import { TagPicker } from '@/components/shared/tag-picker';
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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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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import { usePipelineStore } from '@/stores/pipeline-store';
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import { PIPELINE_STAGES, STAGE_LABELS, type PipelineStage } from '@/lib/constants';
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export function InterestList() {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const queryClient = useQueryClient();
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const { viewMode, setViewMode } = usePipelineStore();
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const [createOpen, setCreateOpen] = useState(false);
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const [editInterest, setEditInterest] = useState<InterestRow | null>(null);
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const [archiveInterest, setArchiveInterest] = useState<InterestRow | null>(null);
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const [saveViewOpen, setSaveViewOpen] = useState(false);
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// Bulk-action dialog state
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const [stageDialog, setStageDialog] = useState<{ ids: string[] } | null>(null);
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const [stageChoice, setStageChoice] = useState<PipelineStage>('open');
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const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
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null,
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);
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const [tagChoice, setTagChoice] = useState<string[]>([]);
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const {
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data,
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pagination,
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isLoading,
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isFetching,
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sort,
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setSort,
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setPage,
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setPageSize,
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filters,
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setFilter,
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clearFilters,
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} = usePaginatedQuery<InterestRow>({
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queryKey: ['interests'],
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endpoint: '/api/v1/interests',
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filterDefinitions: interestFilterDefinitions,
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});
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useRealtimeInvalidation({
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'interest:created': [['interests']],
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'interest:updated': [['interests']],
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'interest:stageChanged': [['interests']],
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'interest:archived': [['interests']],
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'interest:berthLinked': [['interests']],
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'interest:berthUnlinked': [['interests']],
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});
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const archiveMutation = useMutation({
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mutationFn: (id: string) => apiFetch(`/api/v1/interests/${id}`, { method: 'DELETE' }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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setArchiveInterest(null);
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},
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});
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// Single bulk endpoint replaces the prior parallel fan-out — gives
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// the user a per-row failure summary and shares one server-side
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// permission check.
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const bulkMutation = useMutation({
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mutationFn: async (
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payload:
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| { action: 'archive'; ids: string[] }
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| { action: 'change_stage'; ids: string[]; pipelineStage: PipelineStage }
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| { action: 'add_tag'; ids: string[]; tagId: string }
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| { action: 'remove_tag'; ids: string[]; tagId: string },
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) =>
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apiFetch<{ data: { summary: { total: number; succeeded: number; failed: number } } }>(
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'/api/v1/interests/bulk',
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{ method: 'POST', body: payload },
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),
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onSuccess: (res) => {
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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const s = res.data.summary;
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if (s.failed > 0) {
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alert(
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`${s.succeeded} of ${s.total} succeeded. ${s.failed} failed — check the activity log.`,
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);
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}
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},
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});
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const columns = getInterestColumns({
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portSlug,
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onEdit: (interest) => setEditInterest(interest),
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onArchive: (interest) => setArchiveInterest(interest),
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});
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// Persisted per-user column visibility — same pattern as ClientList.
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// The hidden array is the source of truth; built columns stay
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// declared and we drive table visibility via columnVisibility.
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const { hidden, setHidden } = useTablePreferences('interests', INTEREST_DEFAULT_HIDDEN);
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const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
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return (
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<div className="space-y-4">
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<PageHeader
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title="Interests"
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description="Track prospective berth interest and pipeline"
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variant="gradient"
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actions={
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<div className="flex items-center gap-2">
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<div className="flex items-center border rounded-md overflow-hidden">
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<Button
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size="sm"
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variant={viewMode === 'table' ? 'default' : 'ghost'}
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className="rounded-none"
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onClick={() => setViewMode('table')}
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>
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<LayoutList className="h-4 w-4" />
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</Button>
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<Button
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size="sm"
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variant={viewMode === 'board' ? 'default' : 'ghost'}
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className="rounded-none"
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onClick={() => setViewMode('board')}
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>
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<Kanban className="h-4 w-4" />
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</Button>
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</div>
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<PermissionGate resource="interests" action="create">
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<Button size="sm" onClick={() => setCreateOpen(true)}>
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<Plus className="mr-1.5 h-4 w-4" />
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New Interest
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</Button>
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</PermissionGate>
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</div>
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}
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/>
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<div className="flex flex-wrap items-center gap-2">
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{/* On the kanban view we strip filters that don't make sense
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* there: `pipelineStage` (the columns ARE the stages) and
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* `includeArchived` (the board is for active deals — the
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* list view is the place to see history). The board endpoint
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* rejects these via boardFiltersSchema if they're sent. */}
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<FilterBar
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filters={
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viewMode === 'board'
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? interestFilterDefinitions.filter(
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(f) => f.key !== 'pipelineStage' && f.key !== 'includeArchived',
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)
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: interestFilterDefinitions
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}
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values={filters}
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onChange={setFilter}
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onClear={clearFilters}
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/>
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{/* Tag picker — primary use case is filtering by event/yacht-show
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* ("Palm Beach 2026") that the rep tagged interests with at the
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* show. The validator already accepts `tagIds` on listInterests;
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* this surfaces the input in the filter UI. */}
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<div className="min-w-[200px]">
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<TagPicker
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selectedIds={Array.isArray(filters.tagIds) ? (filters.tagIds as string[]) : []}
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onChange={(ids) => setFilter('tagIds', ids)}
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placeholder="Filter by tag / event…"
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/>
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</div>
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{/* Columns + saved views are table-only concepts; the kanban
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* always shows the same compact card across every stage so
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* hiding both controls in board mode keeps the toolbar honest. */}
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{viewMode === 'table' ? (
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<>
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<SavedViewsDropdown
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entityType="interests"
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onApplyView={(savedFilters) => {
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clearFilters();
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Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
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}}
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/>
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<ColumnPicker
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columns={INTEREST_COLUMN_OPTIONS}
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hidden={hidden}
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onChange={setHidden}
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onSaveView={() => setSaveViewOpen(true)}
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/>
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</>
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) : null}
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</div>
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<SaveViewDialog
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open={saveViewOpen}
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onOpenChange={setSaveViewOpen}
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entityType="interests"
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currentFilters={filters}
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currentSort={sort}
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/>
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{viewMode === 'board' ? (
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<PipelineBoard filters={filters} />
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) : isLoading ? (
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<TableSkeleton />
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) : (
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<DataTable
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columns={columns}
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columnVisibility={columnVisibility}
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data={data}
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pagination={pagination}
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onPaginationChange={(p, ps) => {
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setPage(p);
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setPageSize(ps);
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}}
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sort={sort}
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onSortChange={setSort}
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isLoading={isFetching && !isLoading}
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getRowId={(row) => row.id}
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bulkActions={[
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{
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label: 'Change stage',
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icon: ArrowRight,
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onClick: (ids) => {
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if (ids.length === 0) return;
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setStageChoice('open');
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setStageDialog({ ids });
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},
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},
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{
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label: 'Add tag',
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icon: TagIcon,
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onClick: (ids) => {
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if (ids.length === 0) return;
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setTagChoice([]);
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setTagDialog({ ids, mode: 'add' });
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},
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},
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{
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label: 'Remove tag',
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icon: TagsIcon,
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onClick: (ids) => {
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if (ids.length === 0) return;
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setTagChoice([]);
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setTagDialog({ ids, mode: 'remove' });
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},
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},
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{
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label: 'Archive',
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icon: Archive,
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variant: 'destructive',
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onClick: (ids) => {
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if (ids.length === 0) return;
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if (
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!window.confirm(
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`Archive ${ids.length} interest${ids.length === 1 ? '' : 's'}? This can be undone from the archived list.`,
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)
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) {
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return;
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}
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bulkMutation.mutate({ action: 'archive', ids });
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},
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},
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]}
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cardRender={(row) => (
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<InterestCard
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interest={row.original}
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portSlug={portSlug}
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onEdit={setEditInterest}
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onArchive={setArchiveInterest}
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/>
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)}
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emptyState={
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<EmptyState
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title="No interests found"
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description="Get started by adding your first interest."
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action={{ label: 'New Interest', onClick: () => setCreateOpen(true) }}
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/>
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}
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/>
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)}
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{/* Mobile FAB - primary "New interest" affordance for the bottom-tab UX.
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Sits above the bottom nav (pb-safe-bottom + 70px tab height + 16px
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gap). Hidden on lg+ where the header button already does the job. */}
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<PermissionGate resource="interests" action="create">
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<button
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type="button"
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onClick={() => setCreateOpen(true)}
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aria-label="New interest"
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className="fixed bottom-[calc(env(safe-area-inset-bottom)+86px)] right-4 z-40 inline-flex h-12 w-12 items-center justify-center rounded-full bg-primary text-primary-foreground shadow-lg transition-transform hover:scale-105 active:scale-95 lg:hidden"
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>
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<Plus className="h-6 w-6" />
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</button>
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</PermissionGate>
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<InterestForm open={createOpen} onOpenChange={setCreateOpen} />
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{editInterest && (
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<InterestForm
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open={!!editInterest}
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onOpenChange={(open) => !open && setEditInterest(null)}
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interest={editInterest as unknown as Parameters<typeof InterestForm>[0]['interest']}
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/>
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)}
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<ArchiveConfirmDialog
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open={!!archiveInterest}
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onOpenChange={(open) => !open && setArchiveInterest(null)}
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entityName={archiveInterest?.clientName ?? 'Interest'}
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entityType="Interest"
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isArchived={false}
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onConfirm={() => archiveInterest && archiveMutation.mutate(archiveInterest.id)}
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isLoading={archiveMutation.isPending}
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/>
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{/* Bulk: change stage */}
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<Dialog open={!!stageDialog} onOpenChange={(o) => !o && setStageDialog(null)}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>Change stage</DialogTitle>
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<DialogDescription>
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Move {stageDialog?.ids.length ?? 0} interest
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{stageDialog?.ids.length === 1 ? '' : 's'} to a new pipeline stage. Invalid
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transitions are skipped per row.
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</DialogDescription>
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</DialogHeader>
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<div className="py-2">
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<Select value={stageChoice} onValueChange={(v) => setStageChoice(v as PipelineStage)}>
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<SelectTrigger>
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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{PIPELINE_STAGES.map((s) => (
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<SelectItem key={s} value={s}>
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{STAGE_LABELS[s]}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => setStageDialog(null)}>
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Cancel
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</Button>
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<Button
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disabled={bulkMutation.isPending}
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onClick={() => {
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if (!stageDialog) return;
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bulkMutation.mutate(
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{ action: 'change_stage', ids: stageDialog.ids, pipelineStage: stageChoice },
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{ onSettled: () => setStageDialog(null) },
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);
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}}
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>
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Apply
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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{/* Bulk: add / remove tag */}
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<Dialog open={!!tagDialog} onOpenChange={(o) => !o && setTagDialog(null)}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>{tagDialog?.mode === 'add' ? 'Add tag' : 'Remove tag'}</DialogTitle>
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<DialogDescription>
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{tagDialog?.mode === 'add'
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? `Add a tag to ${tagDialog?.ids.length ?? 0} selected interest${tagDialog?.ids.length === 1 ? '' : 's'}.`
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: `Remove a tag from ${tagDialog?.ids.length ?? 0} selected interest${tagDialog?.ids.length === 1 ? '' : 's'}. Interests that don't have the tag are unchanged.`}
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</DialogDescription>
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</DialogHeader>
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<div className="py-2">
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<TagPicker
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selectedIds={tagChoice}
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onChange={(ids) => setTagChoice(ids.slice(-1))}
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placeholder="Pick one tag…"
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/>
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<p className="text-xs text-muted-foreground mt-2">
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Pick a single tag. To apply multiple tags, run the action once per tag.
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</p>
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => setTagDialog(null)}>
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Cancel
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</Button>
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<Button
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disabled={bulkMutation.isPending || tagChoice.length === 0}
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onClick={() => {
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if (!tagDialog || tagChoice.length === 0) return;
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const tagId = tagChoice[0];
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if (!tagId) return;
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bulkMutation.mutate(
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{
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action: tagDialog.mode === 'add' ? 'add_tag' : 'remove_tag',
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ids: tagDialog.ids,
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tagId,
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},
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{ onSettled: () => setTagDialog(null) },
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);
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}}
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>
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Apply
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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</div>
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);
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}
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