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pn-new-crm/src/components/interests/interest-form.tsx

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'use client';
import { useEffect } from 'react';
import { useForm } from 'react-hook-form';
import { zodResolver } from '@hookform/resolvers/zod';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Loader2, ChevronsUpDown, Check } from 'lucide-react';
import { useState } from 'react';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Textarea } from '@/components/ui/textarea';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/components/ui/sheet';
import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
import {
Command,
CommandEmpty,
CommandGroup,
CommandInput,
CommandItem,
CommandList,
} from '@/components/ui/command';
import { Checkbox } from '@/components/ui/checkbox';
import { Separator } from '@/components/ui/separator';
import { TagPicker } from '@/components/shared/tag-picker';
import { YachtPicker } from '@/components/yachts/yacht-picker';
import { apiFetch } from '@/lib/api/client';
import { useEntityOptions } from '@/hooks/use-entity-options';
import { createInterestSchema, type CreateInterestInput } from '@/lib/validators/interests';
import { PIPELINE_STAGES, LEAD_CATEGORIES } from '@/lib/constants';
import { cn } from '@/lib/utils';
const STAGE_LABELS: Record<string, string> = {
open: 'Open',
details_sent: 'Details Sent',
in_communication: 'In Communication',
visited: 'Visited',
signed_eoi_nda: 'Signed EOI/NDA',
deposit_10pct: 'Deposit 10%',
contract: 'Contract',
completed: 'Completed',
};
const CATEGORY_LABELS: Record<string, string> = {
general_interest: 'General Interest',
specific_qualified: 'Specific Qualified',
hot_lead: 'Hot Lead',
};
interface InterestFormProps {
open: boolean;
onOpenChange: (open: boolean) => void;
interest?: {
id: string;
clientId: string;
clientName?: string | null;
yachtId?: string | null;
berthId?: string | null;
berthMooringNumber?: string | null;
pipelineStage: string;
leadCategory?: string | null;
source?: string | null;
notes?: string | null;
reminderEnabled?: boolean;
reminderDays?: number | null;
tags?: Array<{ id: string }>;
};
}
export function InterestForm({ open, onOpenChange, interest }: InterestFormProps) {
const queryClient = useQueryClient();
const isEdit = !!interest;
const [clientOpen, setClientOpen] = useState(false);
const [berthOpen, setBerthOpen] = useState(false);
const {
register,
handleSubmit,
watch,
setValue,
reset,
formState: { errors, isSubmitting },
} = useForm<CreateInterestInput>({
resolver: zodResolver(createInterestSchema),
defaultValues: {
clientId: '',
yachtId: undefined,
pipelineStage: 'open',
reminderEnabled: false,
tagIds: [],
},
});
const tagIds = watch('tagIds') ?? [];
const reminderEnabled = watch('reminderEnabled');
const selectedClientId = watch('clientId');
const selectedBerthId = watch('berthId');
const selectedYachtId = watch('yachtId');
const {
options: clientOptions,
isLoading: clientsLoading,
setSearch: setClientSearch,
} = useEntityOptions({
endpoint: '/api/v1/clients/options',
labelKey: 'fullName',
});
const {
options: berthOptions,
isLoading: berthsLoading,
setSearch: setBerthSearch,
} = useEntityOptions({
endpoint: '/api/v1/berths/options',
labelKey: 'mooringNumber',
});
useEffect(() => {
if (interest && open) {
reset({
clientId: interest.clientId,
yachtId: interest.yachtId ?? undefined,
berthId: interest.berthId ?? undefined,
pipelineStage: interest.pipelineStage as (typeof PIPELINE_STAGES)[number],
leadCategory: interest.leadCategory as (typeof LEAD_CATEGORIES)[number] | undefined,
source: interest.source ?? undefined,
notes: interest.notes ?? undefined,
reminderEnabled: interest.reminderEnabled ?? false,
reminderDays: interest.reminderDays ?? undefined,
tagIds: interest.tags?.map((t) => t.id) ?? [],
});
} else if (!interest && open) {
reset({
clientId: '',
yachtId: undefined,
pipelineStage: 'open',
reminderEnabled: false,
tagIds: [],
});
}
}, [interest, open, reset]);
const mutation = useMutation({
mutationFn: async (data: CreateInterestInput) => {
if (isEdit) {
const { tagIds: tIds, ...rest } = data;
await apiFetch(`/api/v1/interests/${interest!.id}`, { method: 'PATCH', body: rest });
if (tIds) {
await apiFetch(`/api/v1/interests/${interest!.id}/tags`, {
method: 'PUT',
body: { tagIds: tIds },
});
}
} else {
await apiFetch('/api/v1/interests', { method: 'POST', body: data });
}
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['interests'] });
onOpenChange(false);
},
});
const selectedClient = clientOptions.find((c) => c.value === selectedClientId);
const selectedBerth = berthOptions.find((b) => b.value === selectedBerthId);
return (
<Sheet open={open} onOpenChange={onOpenChange}>
<SheetContent className="w-full sm:max-w-2xl overflow-y-auto">
<SheetHeader>
<SheetTitle>{isEdit ? 'Edit Interest' : 'New Interest'}</SheetTitle>
</SheetHeader>
<form onSubmit={handleSubmit((data) => mutation.mutate(data))} className="space-y-6 py-6">
{/* Client */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Client & Berth
</h3>
<div className="space-y-1">
<Label>Client *</Label>
<Popover open={clientOpen} onOpenChange={setClientOpen}>
<PopoverTrigger asChild>
<Button
variant="outline"
role="combobox"
aria-expanded={clientOpen}
className={cn(
'w-full justify-between',
!selectedClientId && 'text-muted-foreground',
)}
disabled={isEdit}
>
{selectedClient?.label ?? interest?.clientName ?? 'Select client...'}
<ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
</Button>
</PopoverTrigger>
<PopoverContent className="w-[400px] p-0">
<Command>
<CommandInput placeholder="Search clients..." onValueChange={setClientSearch} />
<CommandList>
<CommandEmpty>
{clientsLoading ? 'Loading...' : 'No clients found.'}
</CommandEmpty>
<CommandGroup>
{clientOptions.map((option) => (
<CommandItem
key={option.value}
value={option.value}
onSelect={(val) => {
setValue('clientId', val);
setClientOpen(false);
}}
>
<Check
className={cn(
'mr-2 h-4 w-4',
selectedClientId === option.value ? 'opacity-100' : 'opacity-0',
)}
/>
{option.label}
</CommandItem>
))}
</CommandGroup>
</CommandList>
</Command>
</PopoverContent>
</Popover>
{errors.clientId && (
<p className="text-xs text-destructive">{errors.clientId.message}</p>
)}
</div>
<div className="space-y-1">
<Label>Berth (optional)</Label>
<Popover open={berthOpen} onOpenChange={setBerthOpen}>
<PopoverTrigger asChild>
<Button
variant="outline"
role="combobox"
aria-expanded={berthOpen}
className={cn(
'w-full justify-between',
!selectedBerthId && 'text-muted-foreground',
)}
>
{selectedBerth?.label ?? interest?.berthMooringNumber ?? 'Select berth...'}
<ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
</Button>
</PopoverTrigger>
<PopoverContent className="w-[400px] p-0">
<Command>
<CommandInput placeholder="Search berths..." onValueChange={setBerthSearch} />
<CommandList>
<CommandEmpty>
{berthsLoading ? 'Loading...' : 'No berths found.'}
</CommandEmpty>
<CommandGroup>
<CommandItem
value=""
onSelect={() => {
setValue('berthId', undefined);
setBerthOpen(false);
}}
>
<Check
className={cn(
'mr-2 h-4 w-4',
!selectedBerthId ? 'opacity-100' : 'opacity-0',
)}
/>
None
</CommandItem>
{berthOptions.map((option) => (
<CommandItem
key={option.value}
value={option.value}
onSelect={(val) => {
setValue('berthId', val);
setBerthOpen(false);
}}
>
<Check
className={cn(
'mr-2 h-4 w-4',
selectedBerthId === option.value ? 'opacity-100' : 'opacity-0',
)}
/>
{option.label}
</CommandItem>
))}
</CommandGroup>
</CommandList>
</Command>
</PopoverContent>
</Popover>
</div>
<div className="space-y-2">
<Label>Yacht</Label>
<YachtPicker
value={selectedYachtId ?? null}
onChange={(id) => setValue('yachtId', id ?? undefined)}
ownerFilter={
selectedClientId ? { type: 'client', id: selectedClientId } : undefined
}
disabled={!selectedClientId}
placeholder={selectedClientId ? 'Select yacht...' : 'Select a client first'}
/>
<p className="text-xs text-muted-foreground">
Required before the interest can leave the &quot;Open&quot; stage.
</p>
{/* TODO: also include company-owned yachts where client is a member — requires autocomplete owner=any|company filter */}
{/* TODO: add "Add new yacht" inline shortcut (requires YachtForm integration) */}
</div>
</div>
<Separator />
{/* Pipeline */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Pipeline
</h3>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-1">
<Label>Stage</Label>
<Select
value={watch('pipelineStage') ?? 'open'}
onValueChange={(v) =>
setValue('pipelineStage', v as (typeof PIPELINE_STAGES)[number])
}
>
<SelectTrigger>
<SelectValue placeholder="Select stage" />
</SelectTrigger>
<SelectContent>
{PIPELINE_STAGES.map((s) => (
<SelectItem key={s} value={s}>
{STAGE_LABELS[s] ?? s}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="space-y-1">
<Label>Lead Category</Label>
<Select
value={watch('leadCategory') ?? ''}
onValueChange={(v) =>
setValue(
'leadCategory',
v ? (v as (typeof LEAD_CATEGORIES)[number]) : undefined,
)
}
>
<SelectTrigger>
<SelectValue placeholder="Select category" />
</SelectTrigger>
<SelectContent>
{LEAD_CATEGORIES.map((c) => (
<SelectItem key={c} value={c}>
{CATEGORY_LABELS[c] ?? c}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="space-y-1">
<Label>Source</Label>
<Select
value={watch('source') ?? ''}
onValueChange={(v) => setValue('source', v || undefined)}
>
<SelectTrigger>
<SelectValue placeholder="Select source" />
</SelectTrigger>
<SelectContent>
<SelectItem value="website">Website</SelectItem>
<SelectItem value="manual">Manual</SelectItem>
<SelectItem value="referral">Referral</SelectItem>
<SelectItem value="broker">Broker</SelectItem>
</SelectContent>
</Select>
</div>
</div>
</div>
<Separator />
{/* Notes */}
<div className="space-y-2">
<Label>Notes</Label>
<Textarea
{...register('notes')}
placeholder="Add notes about this interest..."
rows={3}
/>
</div>
<Separator />
{/* Reminder */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Reminder
</h3>
<div className="flex items-center gap-2">
<Checkbox
id="reminderEnabled"
checked={reminderEnabled ?? false}
onCheckedChange={(v) => setValue('reminderEnabled', !!v)}
/>
<Label htmlFor="reminderEnabled">Enable reminder</Label>
</div>
{reminderEnabled && (
<div className="space-y-1">
<Label>Reminder Days</Label>
<Input
{...register('reminderDays', { valueAsNumber: true })}
type="number"
min={1}
placeholder="e.g. 7"
/>
</div>
)}
</div>
<Separator />
{/* Tags */}
<div className="space-y-2">
<Label>Tags</Label>
<TagPicker selectedIds={tagIds} onChange={(ids) => setValue('tagIds', ids)} />
</div>
<SheetFooter>
<Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type="submit" disabled={isSubmitting || mutation.isPending}>
{(isSubmitting || mutation.isPending) && (
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
)}
{isEdit ? 'Save Changes' : 'Create Interest'}
</Button>
</SheetFooter>
</form>
</SheetContent>
</Sheet>
);
}