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>
110 lines
3.6 KiB
TypeScript
110 lines
3.6 KiB
TypeScript
import { and, eq, inArray } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { interests } from '@/lib/db/schema/interests';
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import { user } from '@/lib/db/schema/users';
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import { searchAuditLogs, type AuditSearchOptions } from '@/lib/services/audit-search.service';
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/**
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* Shared loader for the per-entity Activity tab. Wraps `searchAuditLogs`
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* with actor-email resolution so each row can render `who did what`.
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*
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* Tenant gate happens at the API route — this service trusts the caller
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* to pass an entityId that belongs to `portId`.
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*/
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export async function loadEntityActivity(args: {
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portId: string;
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entityType: string;
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entityId: string;
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limit?: number;
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}) {
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const { rows } = await searchAuditLogs({
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portId: args.portId,
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entityType: args.entityType,
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entityId: args.entityId,
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limit: args.limit ?? 50,
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});
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const userIds = Array.from(
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new Set(rows.map((r) => r.userId).filter((u): u is string => Boolean(u))),
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);
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const userRows = userIds.length
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? await db
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.select({ id: user.id, email: user.email, name: user.name })
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.from(user)
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.where(inArray(user.id, userIds))
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: [];
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const userMap = new Map(userRows.map((u) => [u.id, u]));
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return rows.map((r) => ({
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...r,
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actor: r.userId ? (userMap.get(r.userId) ?? null) : null,
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}));
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}
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/**
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* Aggregated activity for a client — includes audit logs for the
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* client itself + every interest belonging to that client. Used by
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* the Client overview's Activity tab so the rep sees the whole
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* timeline without clicking into each interest individually.
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*
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* Two queries (one per entityType) merged + sorted in JS rather than
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* a UNION because the auditLogs.entityType field would need to match
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* different values in the same SELECT — cleaner to keep the search
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* helper's per-entity-type semantics intact and merge here.
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*/
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export async function loadClientActivityAggregated(args: {
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portId: string;
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clientId: string;
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limit?: number;
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}) {
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const limit = args.limit ?? 50;
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// Resolve interest ids upfront so we know what to fetch in parallel.
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const interestRows = await db
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.select({ id: interests.id })
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.from(interests)
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.where(and(eq(interests.clientId, args.clientId), eq(interests.portId, args.portId)));
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const interestIds = interestRows.map((r) => r.id);
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const baseOpts = (entityType: string, entityId?: string, entityIds?: string[]) =>
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({
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portId: args.portId,
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entityType,
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entityId,
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entityIds,
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// Fetch up to `limit` per slice; we'll resort + slice to limit
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// after merging. Slight over-fetch keeps the merged window honest
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// when the activity is unbalanced (e.g. mostly interest events).
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limit,
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}) satisfies AuditSearchOptions;
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const [clientPage, interestPage] = await Promise.all([
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searchAuditLogs(baseOpts('client', args.clientId)),
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interestIds.length > 0
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? searchAuditLogs(baseOpts('interest', undefined, interestIds))
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: Promise.resolve({ rows: [], nextCursor: null }),
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]);
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const merged = [...clientPage.rows, ...interestPage.rows]
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.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime())
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.slice(0, limit);
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// Resolve actor names in one round-trip across the merged set.
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const userIds = Array.from(
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new Set(merged.map((r) => r.userId).filter((u): u is string => Boolean(u))),
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);
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const userRows = userIds.length
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? await db
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.select({ id: user.id, email: user.email, name: user.name })
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.from(user)
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.where(inArray(user.id, userIds))
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: [];
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const userMap = new Map(userRows.map((u) => [u.id, u]));
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return merged.map((r) => ({
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...r,
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actor: r.userId ? (userMap.get(r.userId) ?? null) : null,
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}));
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}
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