Promotes interests from a stub tab to a first-class surface on the client
detail page, and surfaces pipeline activity in two more places:
UI:
- New ClientInterestsTab (475 lines) — table of every active interest
for the client with stage-stepper visualization, lead category, source,
last-activity timestamp, and a drawer-on-tap row preview.
- New OverviewTab pipeline-summary panel above the existing 2-column
layout, rendering ClientPipelineSummary (already on this branch) in
its panel variant. Reps see the live pipeline at a glance without
leaving Overview.
- Removes "Preferred Language" inline field from the Overview tab and
the create form — unused, and the field added noise without driving
any downstream behavior.
- Tab order: Overview / Interests / Yachts / Companies / ... (Interests
moves up from the back of the list, where it was a stub anyway).
Data:
- listClients now returns interestCount + latestInterest{stage, mooring}
per row, joined from interests + berths in two parallel queries.
ClientRow type updated to surface them; Client list views can now
render "3 interests · last on D-02 (EOI Signed)" without a per-row
fetch.
- Contact rows in client detail now expose valueE164 + valueCountry to
the UI (already returned by the API; just wasn't typed through the
detail-page contract).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
200 lines
5.6 KiB
TypeScript
200 lines
5.6 KiB
TypeScript
'use client';
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import Link from 'next/link';
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import { format } from 'date-fns';
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import { MoreHorizontal, Pencil, Archive } from 'lucide-react';
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import type { ColumnDef } from '@tanstack/react-table';
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import { Button } from '@/components/ui/button';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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import { Badge } from '@/components/ui/badge';
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import { TagBadge } from '@/components/shared/tag-badge';
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import { getCountryName } from '@/lib/i18n/countries';
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export interface ClientRow {
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id: string;
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fullName: string;
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nationalityIso: string | null;
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source: string | null;
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archivedAt: string | null;
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createdAt: string;
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yachtCount?: number;
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companyCount?: number;
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interestCount?: number;
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latestInterest?: { stage: string; mooringNumber: string | null } | null;
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contacts?: Array<{ channel: string; value: string; isPrimary: boolean }>;
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tags?: Array<{ id: string; name: string; color: string }>;
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}
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const SOURCE_LABELS: Record<string, string> = {
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website: 'Website',
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manual: 'Manual',
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referral: 'Referral',
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broker: 'Broker',
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};
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interface GetColumnsOptions {
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portSlug: string;
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onEdit: (client: ClientRow) => void;
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onArchive: (client: ClientRow) => void;
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}
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export function getClientColumns({
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portSlug,
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onEdit,
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onArchive,
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}: GetColumnsOptions): ColumnDef<ClientRow, unknown>[] {
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return [
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{
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id: 'fullName',
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accessorKey: 'fullName',
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header: 'Name',
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cell: ({ row }) => (
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<Link
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href={`/${portSlug}/clients/${row.original.id}`}
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className="font-medium text-primary hover:underline"
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onClick={(e) => e.stopPropagation()}
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>
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{row.original.fullName}
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</Link>
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),
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},
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{
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id: 'primaryContact',
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header: 'Primary Contact',
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enableSorting: false,
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cell: ({ row }) => {
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const primary = row.original.contacts?.find((c) => c.isPrimary);
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if (!primary) return <span className="text-muted-foreground">—</span>;
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return (
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<span className="text-sm">
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<span className="text-muted-foreground capitalize">{primary.channel}: </span>
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{primary.value}
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</span>
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);
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},
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},
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{
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id: 'nationality',
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accessorKey: 'nationalityIso',
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header: 'Nationality',
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cell: ({ getValue }) => {
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const iso = getValue() as string | null;
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return (
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<span className="text-muted-foreground">{iso ? getCountryName(iso, 'en') : '—'}</span>
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);
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},
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},
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{
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id: 'source',
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accessorKey: 'source',
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header: 'Source',
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cell: ({ getValue }) => {
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const source = getValue() as string | null;
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if (!source) return <span className="text-muted-foreground">—</span>;
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return (
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<Badge variant="outline" className="capitalize text-xs">
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{SOURCE_LABELS[source] ?? source}
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</Badge>
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);
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},
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},
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{
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id: 'yachtCount',
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header: 'Yachts',
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enableSorting: false,
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cell: ({ row }) => {
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const c = row.original.yachtCount ?? 0;
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return c === 0 ? (
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<span className="text-muted-foreground">—</span>
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) : (
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<Badge variant="secondary" className="text-xs">
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{c}
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</Badge>
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);
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},
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},
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{
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id: 'companyCount',
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header: 'Companies',
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enableSorting: false,
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cell: ({ row }) => {
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const c = row.original.companyCount ?? 0;
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return c === 0 ? (
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<span className="text-muted-foreground">—</span>
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) : (
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<Badge variant="secondary" className="text-xs">
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{c}
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</Badge>
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);
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},
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},
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{
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id: 'tags',
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header: 'Tags',
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enableSorting: false,
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cell: ({ row }) => {
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const clientTags = row.original.tags ?? [];
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if (clientTags.length === 0) return <span className="text-muted-foreground">—</span>;
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return (
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<div className="flex flex-wrap gap-1">
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{clientTags.slice(0, 3).map((tag) => (
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<TagBadge key={tag.id} name={tag.name} color={tag.color} />
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))}
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{clientTags.length > 3 && (
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<Badge variant="secondary" className="text-xs">
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+{clientTags.length - 3}
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</Badge>
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)}
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</div>
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);
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},
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},
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{
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id: 'createdAt',
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accessorKey: 'createdAt',
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header: 'Created',
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cell: ({ getValue }) => (
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<span className="text-muted-foreground text-sm">
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{format(new Date(getValue() as string), 'MMM d, yyyy')}
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</span>
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),
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},
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{
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id: 'actions',
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header: '',
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enableSorting: false,
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size: 48,
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cell: ({ row }) => (
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button
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variant="ghost"
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size="icon"
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className="h-7 w-7"
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onClick={(e) => e.stopPropagation()}
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>
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<MoreHorizontal className="h-4 w-4" />
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
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<DropdownMenuItem onClick={() => onEdit(row.original)}>
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<Pencil className="mr-2 h-3.5 w-3.5" />
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Edit
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</DropdownMenuItem>
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<DropdownMenuItem className="text-destructive" onClick={() => onArchive(row.original)}>
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<Archive className="mr-2 h-3.5 w-3.5" />
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Archive
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</DropdownMenuItem>
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</DropdownMenuContent>
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</DropdownMenu>
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),
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},
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];
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}
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