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>
122 lines
3.5 KiB
TypeScript
122 lines
3.5 KiB
TypeScript
'use client';
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import { useEffect } from 'react';
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import { useQuery } from '@tanstack/react-query';
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import { DetailLayout } from '@/components/shared/detail-layout';
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import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
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import { ClientDetailHeader } from '@/components/clients/client-detail-header';
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import { getClientTabs } from '@/components/clients/client-tabs';
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import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
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import { useBreadcrumbHint } from '@/hooks/use-breadcrumb-hint';
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import { apiFetch } from '@/lib/api/client';
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import type { Address } from '@/components/shared/addresses-editor';
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interface ClientData {
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id: string;
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portId: string;
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fullName: string;
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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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archivedAt: string | null;
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clientPortalEnabled: boolean;
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createdAt: string;
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updatedAt: string;
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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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notes: string | null;
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}>;
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tags: Array<{
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id: string;
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name: string;
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color: string;
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}>;
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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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addresses: Address[];
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}
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interface ClientDetailProps {
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clientId: string;
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currentUserId?: string;
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}
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export function ClientDetail({ clientId, currentUserId }: ClientDetailProps) {
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const { data, isLoading } = useQuery<ClientData>({
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queryKey: ['clients', clientId],
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queryFn: () =>
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apiFetch<{ data: ClientData }>(`/api/v1/clients/${clientId}`).then((r) => r.data),
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});
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const { setChrome } = useMobileChrome();
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const titleForChrome: string | null = data?.fullName ?? null;
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useEffect(() => {
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setChrome({ title: titleForChrome, showBackButton: true });
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return () => setChrome({ title: null, showBackButton: false });
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}, [titleForChrome, setChrome]);
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// Topbar breadcrumb hint: replaces "Clients › <uuid>" with
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// "Clients › Mary Smith". Hint clears on unmount.
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useBreadcrumbHint(data ? { parents: [], current: data.fullName } : null);
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useRealtimeInvalidation({
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'client:updated': [['clients', clientId]],
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'client:archived': [['clients', clientId]],
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'client:restored': [['clients', clientId]],
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'yacht:ownership_transferred': [['clients', clientId]],
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'company_membership:added': [['clients', clientId]],
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'company_membership:ended': [['clients', clientId]],
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'berth_reservation:activated': [['clients', clientId]],
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'berth_reservation:ended': [['clients', clientId]],
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'berth_reservation:cancelled': [['clients', clientId]],
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});
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const tabs = data ? getClientTabs({ clientId, currentUserId, client: data }) : [];
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return (
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<DetailLayout
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header={data ? <ClientDetailHeader client={data} /> : null}
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tabs={tabs}
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defaultTab="overview"
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isLoading={isLoading}
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/>
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);
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}
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