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>
156 lines
4.4 KiB
TypeScript
156 lines
4.4 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { UserPlus, Loader2, Check } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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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 { Input } from '@/components/ui/input';
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import { Label } from '@/components/ui/label';
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import { apiFetch } from '@/lib/api/client';
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interface PortalInviteButtonProps {
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clientId: string;
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clientName: string;
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defaultEmail?: string;
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}
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/**
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* Admin button on the client detail header that creates a portal user for
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* the client and sends them an activation email. Uses the client's primary
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* email as the default but lets the admin override.
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*/
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export function PortalInviteButton({
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clientId,
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clientName,
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defaultEmail,
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}: PortalInviteButtonProps) {
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const [open, setOpen] = useState(false);
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const [email, setEmail] = useState(defaultEmail ?? '');
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const [name, setName] = useState(clientName);
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const [loading, setLoading] = useState(false);
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const [error, setError] = useState('');
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const [success, setSuccess] = useState(false);
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function reset() {
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setEmail(defaultEmail ?? '');
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setName(clientName);
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setError('');
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setSuccess(false);
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setLoading(false);
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}
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async function submit(e: React.FormEvent) {
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e.preventDefault();
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setLoading(true);
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setError('');
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try {
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await apiFetch(`/api/v1/clients/${clientId}/portal-user`, {
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method: 'POST',
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body: { email, name },
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});
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setSuccess(true);
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} catch (err) {
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setError(err instanceof Error ? err.message : 'Failed to send invitation');
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} finally {
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setLoading(false);
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}
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}
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return (
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<>
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<Button
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variant="outline"
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size="sm"
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className="h-8"
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onClick={() => {
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reset();
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setOpen(true);
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}}
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>
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<UserPlus className="mr-1.5 h-3.5 w-3.5" />
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Invite to portal
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</Button>
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<Dialog
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open={open}
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onOpenChange={(o) => {
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if (!o) reset();
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setOpen(o);
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}}
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>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle>Invite to client portal</DialogTitle>
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<DialogDescription>
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We'll email an activation link. The client picks their own password from there.
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</DialogDescription>
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</DialogHeader>
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{success ? (
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<div className="py-4 flex items-center gap-3 text-sm text-green-700">
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<Check className="h-5 w-5" />
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Activation email sent to <strong>{email}</strong>.
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</div>
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) : (
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<form onSubmit={submit} className="space-y-4 py-2">
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<div className="space-y-1.5">
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<Label htmlFor="invite-email">Email address</Label>
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<Input
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id="invite-email"
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type="email"
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required
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autoFocus
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value={email}
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onChange={(e) => setEmail(e.target.value)}
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disabled={loading}
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placeholder="client@example.com"
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/>
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</div>
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<div className="space-y-1.5">
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<Label htmlFor="invite-name">Display name (optional)</Label>
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<Input
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id="invite-name"
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value={name}
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onChange={(e) => setName(e.target.value)}
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disabled={loading}
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/>
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</div>
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{error && <p className="text-sm text-destructive">{error}</p>}
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</form>
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)}
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<DialogFooter>
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{success ? (
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<Button onClick={() => setOpen(false)}>Done</Button>
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) : (
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<>
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<Button type="button" variant="outline" onClick={() => setOpen(false)}>
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Cancel
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</Button>
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<Button onClick={submit} disabled={loading || !email}>
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{loading ? (
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<>
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<Loader2 className="h-4 w-4 mr-2 animate-spin" />
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Sending…
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</>
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) : (
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'Send invitation'
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)}
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</Button>
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</>
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)}
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</DialogFooter>
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</DialogContent>
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</Dialog>
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</>
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);
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}
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