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>
316 lines
10 KiB
TypeScript
316 lines
10 KiB
TypeScript
'use client';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import type { DetailTab } from '@/components/shared/detail-layout';
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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import { InlineCountryField } from '@/components/shared/inline-country-field';
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import { InlineTimezoneField } from '@/components/shared/inline-timezone-field';
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import { primaryTimezoneFor } from '@/lib/i18n/timezones';
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import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
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import { NotesList } from '@/components/shared/notes-list';
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import type { CountryCode } from '@/lib/i18n/countries';
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import { ClientInterestsTab } from '@/components/clients/client-interests-tab';
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import { ClientPipelineSummary } from '@/components/clients/client-pipeline-summary';
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import { ClientYachtsTab } from '@/components/clients/client-yachts-tab';
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import { ClientCompaniesTab } from '@/components/clients/client-companies-tab';
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import { ClientReservationsTab } from '@/components/clients/client-reservations-tab';
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import { ClientFilesTab } from '@/components/clients/client-files-tab';
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import { ContactsEditor } from '@/components/clients/contacts-editor';
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import { AddressesEditor, type Address } from '@/components/shared/addresses-editor';
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import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
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import { apiFetch } from '@/lib/api/client';
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type ClientPatchField =
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| 'fullName'
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| 'nationality'
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| 'nationalityIso'
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| 'preferredContactMethod'
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| 'preferredLanguage'
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| 'timezone'
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| 'source'
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| 'sourceDetails';
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const SOURCE_OPTIONS = [
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{ value: 'website', label: 'Website' },
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{ value: 'manual', label: 'Manual' },
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{ value: 'referral', label: 'Referral' },
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{ value: 'broker', label: 'Broker' },
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{ value: 'other', label: 'Other' },
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];
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const CONTACT_METHOD_OPTIONS = [
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{ value: 'email', label: 'Email' },
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{ value: 'phone', label: 'Phone' },
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{ value: 'whatsapp', label: 'WhatsApp' },
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];
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function useClientPatch(clientId: string) {
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const qc = useQueryClient();
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return useMutation({
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mutationFn: async (patch: Partial<Record<ClientPatchField, string | null>>) => {
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return apiFetch(`/api/v1/clients/${clientId}`, {
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method: 'PATCH',
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body: patch,
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});
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},
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onSuccess: () => {
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qc.invalidateQueries({ queryKey: ['clients', clientId] });
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},
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});
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}
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function EditableRow({ label, children }: { label: string; children: React.ReactNode }) {
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return (
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<div className="flex gap-2 py-1.5 border-b last:border-0 items-center">
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<dt className="w-40 shrink-0 text-sm text-muted-foreground">{label}</dt>
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<dd className="flex-1 min-w-0">{children}</dd>
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</div>
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);
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}
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interface ClientTabsOptions {
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clientId: string;
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currentUserId?: string;
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client: {
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fullName: string;
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nationality?: string | null;
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nationalityIso?: string | null;
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preferredContactMethod?: string | null;
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preferredLanguage?: string | null;
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timezone?: string | null;
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source?: string | null;
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sourceDetails?: string | null;
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contacts?: Array<{
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id: string;
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channel: string;
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value: string;
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valueE164?: string | null;
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valueCountry?: string | null;
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label?: string | null;
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isPrimary: boolean;
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}>;
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addresses?: Address[];
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yachts: Array<{
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id: string;
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name: string;
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hullNumber: string | null;
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registration: string | null;
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lengthFt: string | null;
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widthFt: string | null;
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status: string;
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}>;
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companies: Array<{
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membershipId: string;
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role: string;
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isPrimary: boolean;
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startDate: string | Date;
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company: {
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id: string;
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name: string;
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legalName: string | null;
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status: string;
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};
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}>;
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activeReservations: Array<{
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id: string;
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berthId: string;
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yachtId: string;
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startDate: string | Date;
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tenureType: string;
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status: string;
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}>;
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interestCount?: number;
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noteCount?: number;
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tags?: Array<{ id: string; name: string; color: string }>;
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};
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}
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function OverviewTab({
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clientId,
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client,
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}: {
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clientId: string;
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client: ClientTabsOptions['client'];
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}) {
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const mutation = useClientPatch(clientId);
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const save = (field: ClientPatchField) => async (next: string | null) => {
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await mutation.mutateAsync({ [field]: next });
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};
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return (
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<div className="space-y-6">
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<div className="rounded-xl border border-border bg-card p-4 shadow-sm">
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<ClientPipelineSummary clientId={clientId} variant="panel" />
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</div>
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<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
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{/* Personal Info */}
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<div className="space-y-1">
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<h3 className="text-sm font-medium mb-2">Personal Information</h3>
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<dl>
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<EditableRow label="Full Name">
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<InlineEditableField value={client.fullName} onSave={save('fullName')} />
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</EditableRow>
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<EditableRow label="Country">
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<InlineCountryField
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value={client.nationalityIso ?? null}
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onSave={async (iso) => {
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// Auto-default the timezone to the country's primary
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// zone when none is set yet — saves the rep a click
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// and matches what a marina actually wants for first
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// contact (London for GB, NYC for US, etc.). Only
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// fires when timezone is empty so we never clobber a
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// value the rep deliberately picked.
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const patch: { nationalityIso: string | null; timezone?: string | null } = {
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nationalityIso: iso,
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};
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if (iso && !client.timezone) {
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const defaultTz = primaryTimezoneFor(iso as CountryCode);
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if (defaultTz) patch.timezone = defaultTz;
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}
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await mutation.mutateAsync(patch);
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}}
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data-testid="client-country-inline"
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/>
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</EditableRow>
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<EditableRow label="Timezone">
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<InlineTimezoneField
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value={
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client.timezone ??
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(client.nationalityIso
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? primaryTimezoneFor(client.nationalityIso as CountryCode)
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: null)
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}
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countryHint={(client.nationalityIso as CountryCode | null) ?? null}
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onSave={async (tz) => {
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await mutation.mutateAsync({ timezone: tz });
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}}
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data-testid="client-timezone-inline"
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/>
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</EditableRow>
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<EditableRow label="Preferred Contact">
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<InlineEditableField
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variant="select"
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options={CONTACT_METHOD_OPTIONS}
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value={client.preferredContactMethod}
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onSave={save('preferredContactMethod')}
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/>
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</EditableRow>
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</dl>
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</div>
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{/* Contacts */}
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<div className="space-y-1">
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<h3 className="text-sm font-medium mb-2">Contact Details</h3>
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<ContactsEditor clientId={clientId} contacts={client.contacts ?? []} />
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</div>
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{/* Source */}
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<div className="space-y-1">
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<h3 className="text-sm font-medium mb-2">Source</h3>
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<dl>
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<EditableRow label="Source">
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<InlineEditableField
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variant="select"
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options={SOURCE_OPTIONS}
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value={client.source}
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onSave={save('source')}
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/>
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</EditableRow>
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<EditableRow label="Source Details">
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<InlineEditableField value={client.sourceDetails} onSave={save('sourceDetails')} />
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</EditableRow>
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</dl>
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</div>
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{/* Tags */}
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<div className="space-y-1">
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<h3 className="text-sm font-medium mb-2">Tags</h3>
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<InlineTagEditor
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endpoint={`/api/v1/clients/${clientId}/tags`}
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currentTags={client.tags ?? []}
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invalidateKey={['clients', clientId]}
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/>
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</div>
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</div>
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</div>
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);
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}
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export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOptions): DetailTab[] {
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return [
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{
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id: 'overview',
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label: 'Overview',
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content: <OverviewTab clientId={clientId} client={client} />,
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},
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{
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id: 'interests',
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label: 'Interests',
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badge: client.interestCount,
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content: <ClientInterestsTab clientId={clientId} />,
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},
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{
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id: 'yachts',
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label: 'Yachts',
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badge: client.yachts.length,
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content: <ClientYachtsTab clientId={clientId} yachts={client.yachts} />,
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},
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{
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id: 'companies',
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label: 'Companies',
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badge: client.companies.length,
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content: <ClientCompaniesTab clientId={clientId} companies={client.companies} />,
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},
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{
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id: 'reservations',
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label: 'Reservations',
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badge: client.activeReservations.length,
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content: (
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<ClientReservationsTab clientId={clientId} activeReservations={client.activeReservations} />
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),
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},
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{
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id: 'addresses',
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label: 'Addresses',
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badge: client.addresses?.length ?? 0,
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content: (
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<AddressesEditor
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endpoint={`/api/v1/clients/${clientId}/addresses`}
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invalidateKey={['clients', clientId]}
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addresses={client.addresses ?? []}
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/>
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),
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},
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{
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id: 'notes',
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label: 'Notes',
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badge: client.noteCount,
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content: (
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<NotesList
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entityType="clients"
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entityId={clientId}
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currentUserId={currentUserId}
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aggregate
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/>
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),
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},
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{
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id: 'files',
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label: 'Files',
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content: <ClientFilesTab clientId={clientId} />,
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},
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{
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id: 'activity',
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label: 'Activity',
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content: (
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<EntityActivityFeed
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endpoint={`/api/v1/clients/${clientId}/activity`}
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emptyText="No activity recorded for this client yet."
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/>
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),
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},
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];
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}
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