Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
181 lines
7.8 KiB
TypeScript
181 lines
7.8 KiB
TypeScript
import {
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pgTable,
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text,
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boolean,
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integer,
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numeric,
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timestamp,
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primaryKey,
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index,
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uniqueIndex,
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} from 'drizzle-orm/pg-core';
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import { sql } from 'drizzle-orm';
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import { ports } from './ports';
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import { clients } from './clients';
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import { berths } from './berths';
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import { yachts } from './yachts';
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// Pipeline stages: open, details_sent, in_communication, eoi_sent, eoi_signed, deposit_10pct, contract_sent, contract_signed, completed
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export const interests = pgTable(
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'interests',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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portId: text('port_id')
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.notNull()
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.references(() => ports.id),
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clientId: text('client_id')
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.notNull()
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.references(() => clients.id),
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yachtId: text('yacht_id').references(() => yachts.id, { onDelete: 'set null' }),
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pipelineStage: text('pipeline_stage').notNull().default('open'),
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leadCategory: text('lead_category'), // general_interest, specific_qualified, hot_lead
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source: text('source'), // website, manual, referral, broker
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eoiStatus: text('eoi_status'), // null, waiting_for_signatures, signed, expired
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documensoId: text('documenso_id'),
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contractStatus: text('contract_status'),
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depositStatus: text('deposit_status'),
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reservationStatus: text('reservation_status'),
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dateFirstContact: timestamp('date_first_contact', { withTimezone: true }),
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dateLastContact: timestamp('date_last_contact', { withTimezone: true }),
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dateEoiSent: timestamp('date_eoi_sent', { withTimezone: true }),
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dateEoiSigned: timestamp('date_eoi_signed', { withTimezone: true }),
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dateContractSent: timestamp('date_contract_sent', { withTimezone: true }),
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dateContractSigned: timestamp('date_contract_signed', { withTimezone: true }),
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dateDepositReceived: timestamp('date_deposit_received', { withTimezone: true }),
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reminderEnabled: boolean('reminder_enabled').notNull().default(false),
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reminderDays: integer('reminder_days'),
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reminderLastFired: timestamp('reminder_last_fired', { withTimezone: true }),
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/** Terminal outcome. Independent of pipelineStage - `outcome` is set
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* alongside the stage transition to `completed` to distinguish won
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* deals from the various lost variants. NULL while the interest is
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* still active. */
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outcome: text('outcome'), // 'won' | 'lost_other_marina' | 'lost_unqualified' | 'lost_no_response' | 'cancelled'
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/** Free-text reason captured at the time the outcome is set. Surfaces
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* in the timeline + reports. */
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outcomeReason: text('outcome_reason'),
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/** When the outcome was decided. Lets us age 'how long ago did we lose'. */
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outcomeAt: timestamp('outcome_at', { withTimezone: true }),
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/** Recommender inputs - dual-stored. ft is the canonical unit the
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* recommender SQL queries on; m is the human-friendly entry the rep
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* may have actually typed. The matching `*_unit` column says which
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* side is source-of-truth — display prefers that side and recomputes
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* the other so the rep's literal entry doesn't drift through repeated
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* conversions. Resolver treats nulls as "no constraint" on that axis. */
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desiredLengthFt: numeric('desired_length_ft'),
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desiredWidthFt: numeric('desired_width_ft'),
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desiredDraftFt: numeric('desired_draft_ft'),
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desiredLengthM: numeric('desired_length_m'),
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desiredWidthM: numeric('desired_width_m'),
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desiredDraftM: numeric('desired_draft_m'),
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desiredLengthUnit: text('desired_length_unit').notNull().default('ft'),
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desiredWidthUnit: text('desired_width_unit').notNull().default('ft'),
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desiredDraftUnit: text('desired_draft_unit').notNull().default('ft'),
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archivedAt: timestamp('archived_at', { withTimezone: true }),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => [
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index('idx_interests_port').on(table.portId),
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index('idx_interests_client').on(table.clientId),
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index('idx_interests_yacht').on(table.yachtId),
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index('idx_interests_stage').on(table.portId, table.pipelineStage),
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index('idx_interests_archived')
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.on(table.portId)
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.where(sql`${table.archivedAt} IS NULL`),
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index('idx_interests_outcome').on(table.portId, table.outcome),
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],
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);
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/**
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* Many-to-many junction between interests and berths.
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*
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* Replaces the old single-berth `interests.berth_id` column. Each row
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* carries three role flags so a rep can model "actively pitching this
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* berth" vs "covered by the EOI bundle but not pitched" vs "primary
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* berth for the deal" independently:
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*
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* - is_primary : at most one row per interest is the primary;
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* templates / forms / "the berth for this deal"
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* semantics resolve through this row.
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* - is_specific_interest : true = berth shows as "Under Offer" on the
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* public map. false = legal/EOI-only link.
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* - is_in_eoi_bundle : covered by the interest's EOI signature.
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*
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* EOI bypass: when the interest has a signed primary EOI but a specific
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* berth in the bundle still needs its own EOI, a rep records the bypass
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* reason here.
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*/
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export const interestBerths = pgTable(
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'interest_berths',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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interestId: text('interest_id')
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.notNull()
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.references(() => interests.id, { onDelete: 'cascade' }),
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berthId: text('berth_id')
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.notNull()
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.references(() => berths.id, { onDelete: 'restrict' }),
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isPrimary: boolean('is_primary').notNull().default(false),
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isSpecificInterest: boolean('is_specific_interest').notNull().default(true),
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isInEoiBundle: boolean('is_in_eoi_bundle').notNull().default(false),
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eoiBypassReason: text('eoi_bypass_reason'),
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eoiBypassedBy: text('eoi_bypassed_by'),
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eoiBypassedAt: timestamp('eoi_bypassed_at', { withTimezone: true }),
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addedBy: text('added_by'),
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addedAt: timestamp('added_at', { withTimezone: true }).notNull().defaultNow(),
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notes: text('notes'),
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},
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(table) => [
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uniqueIndex('idx_ib_interest_berth').on(table.interestId, table.berthId),
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uniqueIndex('idx_ib_one_primary')
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.on(table.interestId)
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.where(sql`${table.isPrimary} = true`),
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index('idx_ib_berth').on(table.berthId),
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index('idx_ib_specific')
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.on(table.berthId)
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.where(sql`${table.isSpecificInterest} = true`),
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],
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);
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export const interestNotes = pgTable(
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'interest_notes',
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{
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id: text('id')
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.primaryKey()
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.$defaultFn(() => crypto.randomUUID()),
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interestId: text('interest_id')
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.notNull()
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.references(() => interests.id, { onDelete: 'cascade' }),
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authorId: text('author_id').notNull(), // user ID
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content: text('content').notNull(),
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mentions: text('mentions').array(), // array of mentioned user IDs
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isLocked: boolean('is_locked').notNull().default(false),
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createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
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updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => [index('idx_in_interest').on(table.interestId)],
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);
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export const interestTags = pgTable(
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'interest_tags',
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{
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interestId: text('interest_id')
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.notNull()
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.references(() => interests.id, { onDelete: 'cascade' }),
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tagId: text('tag_id').notNull(), // references tags.id
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},
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(table) => [primaryKey({ columns: [table.interestId, table.tagId] })],
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);
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export type Interest = typeof interests.$inferSelect;
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export type NewInterest = typeof interests.$inferInsert;
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export type InterestNote = typeof interestNotes.$inferSelect;
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export type NewInterestNote = typeof interestNotes.$inferInsert;
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export type InterestBerth = typeof interestBerths.$inferSelect;
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export type NewInterestBerth = typeof interestBerths.$inferInsert;
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