265 lines
8.7 KiB
TypeScript
265 lines
8.7 KiB
TypeScript
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'use client';
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import { useEffect, useState } from 'react';
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import { Loader2, Save } from 'lucide-react';
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import { toast } from 'sonner';
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import { PageHeader } from '@/components/shared/page-header';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import { Button } from '@/components/ui/button';
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import { Label } from '@/components/ui/label';
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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import { apiFetch } from '@/lib/api/client';
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import { toastError } from '@/lib/api/toast-error';
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type Mode = 'auto' | 'suggest' | 'off';
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const TRIGGERS: Array<{
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key: string;
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label: string;
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description: string;
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defaultMode: Mode;
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}> = [
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{
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key: 'eoi_sent',
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label: 'EOI sent',
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description: 'Rep generates an EOI for signing — moves the deal to "EOI" stage.',
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defaultMode: 'auto',
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},
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{
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key: 'eoi_signed',
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label: 'EOI signed (all parties)',
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description:
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'All signatories complete the EOI — moves the deal to "Reservation" stage. Conventional CRM behaviour.',
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defaultMode: 'auto',
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},
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{
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key: 'reservation_signed',
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label: 'Reservation agreement signed',
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description:
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'Reservation paperwork signed by all parties — keeps the deal at "Reservation" with sub-status signed.',
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defaultMode: 'auto',
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},
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{
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key: 'deposit_received',
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label: 'Deposit received in full',
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description:
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'Deposit total reaches the expected amount — moves the deal to "Deposit Paid" stage.',
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defaultMode: 'auto',
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},
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{
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key: 'contract_signed',
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label: 'Sales contract signed',
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description: 'Final contract signed by all parties — moves the deal to "Contract" stage.',
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defaultMode: 'auto',
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},
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];
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const PRESETS = {
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aggressive: 'auto',
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conservative: 'suggest',
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} as const;
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type PresetName = keyof typeof PRESETS;
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export default function PipelineRulesPage() {
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const queryClient = useQueryClient();
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const [rules, setRules] = useState<Record<string, Mode>>(() =>
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Object.fromEntries(TRIGGERS.map((t) => [t.key, t.defaultMode])),
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);
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const { data, isLoading } = useQuery<{
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data: { values: Record<string, { value?: Record<string, Mode> | null }> };
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}>({
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queryKey: ['admin', 'settings', 'pipeline.auto_advance'],
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queryFn: () =>
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apiFetch<{
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data: { values: Record<string, { value?: Record<string, Mode> | null }> };
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}>('/api/v1/admin/settings/resolved?sections=pipeline.auto_advance'),
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});
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// Hydrate the local form once the server-side state arrives. We treat
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// missing keys as the registered default — the page's persisted JSON
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// doesn't have to enumerate every trigger, just the overrides.
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useEffect(() => {
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const persisted = data?.data?.values?.stage_advance_rules?.value;
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if (!persisted || typeof persisted !== 'object') return;
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// eslint-disable-next-line react-hooks/set-state-in-effect
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setRules((prev) => {
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const next = { ...prev };
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for (const t of TRIGGERS) {
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const v = persisted[t.key];
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if (v === 'auto' || v === 'suggest' || v === 'off') next[t.key] = v;
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}
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return next;
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});
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}, [data]);
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const saveMutation = useMutation({
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mutationFn: () =>
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apiFetch('/api/v1/admin/settings/stage_advance_rules', {
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method: 'PUT',
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body: { value: rules },
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}),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['admin', 'settings'] });
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toast.success('Pipeline rules saved.');
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},
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onError: (err) => toastError(err),
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});
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const applyPreset = (preset: PresetName) => {
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const target = PRESETS[preset];
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setRules(Object.fromEntries(TRIGGERS.map((t) => [t.key, target])));
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};
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const setMode = (key: string, mode: Mode) => {
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setRules((prev) => ({ ...prev, [key]: mode }));
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};
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const allMatch = (mode: Mode) => TRIGGERS.every((t) => rules[t.key] === mode);
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const currentPreset: PresetName | 'custom' = allMatch('auto')
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? 'aggressive'
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: allMatch('suggest')
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? 'conservative'
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: 'custom';
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return (
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<div className="space-y-6">
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<PageHeader
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title="Pipeline auto-advance rules"
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description="Control which lifecycle events (signing, payments) automatically advance the deal stage on the kanban. Choose a preset or fine-tune per trigger."
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/>
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<Card>
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<CardHeader>
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<CardTitle className="text-base">Preset</CardTitle>
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</CardHeader>
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<CardContent className="space-y-3">
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<div className="grid gap-2 sm:grid-cols-3">
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<PresetButton
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name="aggressive"
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label="Aggressive (default)"
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description="Every trigger auto-advances the stage. Matches conventional CRM behaviour and saves rep clicks."
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active={currentPreset === 'aggressive'}
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onClick={() => applyPreset('aggressive')}
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/>
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<PresetButton
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name="conservative"
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label="Conservative"
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description="Every trigger sends a notification suggesting the move. Reps click Approve to advance."
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active={currentPreset === 'conservative'}
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onClick={() => applyPreset('conservative')}
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/>
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<div
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className={`rounded-lg border p-3 ${
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currentPreset === 'custom'
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? 'border-primary bg-primary/5'
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: 'border-muted bg-muted/20'
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}`}
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>
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<p className="text-sm font-semibold">Custom</p>
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<p className="text-xs text-muted-foreground">
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Mix and match — the per-trigger toggles below override the preset.
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</p>
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</div>
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</div>
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</CardContent>
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</Card>
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<Card>
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<CardHeader>
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<CardTitle className="text-base">Per-trigger settings</CardTitle>
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</CardHeader>
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<CardContent className="space-y-4">
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{isLoading ? (
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<div className="flex items-center gap-2 text-sm text-muted-foreground">
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<Loader2 className="size-3.5 animate-spin" aria-hidden /> Loading…
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</div>
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) : (
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TRIGGERS.map((t) => (
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<div
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key={t.key}
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className="flex flex-col gap-2 rounded-md border p-3 sm:flex-row sm:items-center sm:justify-between"
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>
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<div className="flex-1">
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<p className="text-sm font-medium">{t.label}</p>
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<p className="text-xs text-muted-foreground">{t.description}</p>
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</div>
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<div className="flex items-center gap-2">
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<Label htmlFor={`mode-${t.key}`} className="sr-only">
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Mode
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</Label>
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<Select
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value={rules[t.key] ?? t.defaultMode}
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onValueChange={(v) => setMode(t.key, v as Mode)}
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>
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<SelectTrigger id={`mode-${t.key}`} className="w-40">
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="auto">Auto-advance</SelectItem>
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<SelectItem value="suggest">Suggest only</SelectItem>
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<SelectItem value="off">Off</SelectItem>
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</SelectContent>
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</Select>
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</div>
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</div>
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))
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)}
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</CardContent>
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</Card>
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<div className="flex justify-end">
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<Button
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onClick={() => saveMutation.mutate()}
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disabled={saveMutation.isPending}
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className="gap-1.5 [&_svg]:size-3.5"
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>
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{saveMutation.isPending ? <Loader2 className="animate-spin" aria-hidden /> : <Save />}
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Save rules
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</Button>
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</div>
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</div>
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);
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}
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function PresetButton({
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name,
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label,
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description,
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active,
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onClick,
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}: {
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name: PresetName;
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label: string;
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description: string;
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active: boolean;
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onClick: () => void;
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}) {
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return (
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<button
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type="button"
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onClick={onClick}
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className={`rounded-lg border p-3 text-left transition-colors ${
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active
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? 'border-primary bg-primary/5 ring-2 ring-primary/40'
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: 'border-muted hover:border-foreground/30 hover:bg-muted/30'
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}`}
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aria-pressed={active}
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>
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<p className="text-sm font-semibold">{label}</p>
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<p className="text-xs text-muted-foreground">{description}</p>
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<p className="mt-1 text-[10px] uppercase tracking-wide text-muted-foreground">
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{name === 'aggressive' ? 'auto for all triggers' : 'suggest for all triggers'}
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</p>
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</button>
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);
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}
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