pn-new-crm/src/lib/constants.ts

// ─── Pipeline Stages ─────────────────────────────────────────────────────────
//
// 7 canonical stages (one optional). Document-signing stages (EOI, Reservation,
// Contract) collapse "Sent + Signed" into one stage; the sub-status lives on
// per-stage doc-status columns (`eoi_doc_status`, etc.) and is rendered as a
// badge inside the kanban card.
//
// `nurturing` is built but disabled-by-default for ports that don't have
// supply constraints (e.g. Port Nimara pre-launch). Admins enable it per port.

export const PIPELINE_STAGES = [
  'enquiry',
  'qualified',
  'nurturing',
  'eoi',
  'reservation',
  'deposit_paid',
  'contract',
] as const;

export type PipelineStage = (typeof PIPELINE_STAGES)[number];

/**
 * Sub-status values for document-signing stages (EOI, Reservation, Contract).
 * Stored on per-stage columns `eoi_doc_status` / `reservation_doc_status` /
 * `contract_doc_status` on the interests table.
 */
export const DOC_STATUSES = ['pending', 'sent', 'signed', 'declined', 'voided'] as const;
export type DocStatus = (typeof DOC_STATUSES)[number];

export const STAGE_LABELS: Record<PipelineStage, string> = {
  enquiry: 'New Enquiry',
  qualified: 'Qualified',
  nurturing: 'Nurturing',
  eoi: 'EOI',
  reservation: 'Reservation',
  deposit_paid: 'Deposit Paid',
  contract: 'Contract',
};

/**
 * Map legacy 9-stage enum values to their 7-stage equivalents. Audit logs
 * and any pre-migration data still carry the legacy values; this lets the
 * activity feed, audit diffs, and reporting render the modern label
 * without having to back-fill the underlying rows.
 *
 * Mirrors the migration applied in `seed-synthetic-data.ts` (and
 * documented in the 9→7 pipeline refactor):
 *   details_sent      → enquiry
 *   in_communication  → qualified
 *   eoi_sent, eoi_signed → eoi (doc-status carries sent/signed sub-state)
 *   deposit_10pct     → deposit_paid
 *   contract_sent, contract_signed → contract
 *   completed         → contract (with outcome=won)
 *   open              → enquiry (legacy alias for the initial stage)
 */
export const LEGACY_STAGE_REMAP: Record<string, PipelineStage> = {
  open: 'enquiry',
  details_sent: 'enquiry',
  in_communication: 'qualified',
  eoi_sent: 'eoi',
  eoi_signed: 'eoi',
  deposit_10pct: 'deposit_paid',
  contract_sent: 'contract',
  contract_signed: 'contract',
  completed: 'contract',
};

/**
 * Resolve any stage-like string to a canonical 7-stage value. Returns
 * the modern stage as-is, maps legacy values via LEGACY_STAGE_REMAP,
 * and falls back to 'enquiry' for genuinely unknown values.
 */
export function canonicalizeStage(value: string | null | undefined): PipelineStage {
  if (!value) return 'enquiry';
  if (PIPELINE_STAGES.includes(value as PipelineStage)) return value as PipelineStage;
  return LEGACY_STAGE_REMAP[value] ?? 'enquiry';
}

/**
 * Human-friendly label for any stage-like string - modern or legacy. Use
 * this in any read surface (activity feed, audit diff, notification copy,
 * reports) that might be handed pre-migration data.
 */
export function stageLabelFor(value: string | null | undefined): string {
  return STAGE_LABELS[canonicalizeStage(value)];
}

// Compact labels for cramped contexts (mobile chart axes, dense tables).
export const STAGE_SHORT_LABELS: Record<PipelineStage, string> = {
  enquiry: 'Enquiry',
  qualified: 'Qual.',
  nurturing: 'Nurt.',
  eoi: 'EOI',
  reservation: 'Resv.',
  deposit_paid: 'Dep.',
  contract: 'Contract',
};

export const STAGE_BADGE: Record<PipelineStage, string> = {
  enquiry: 'bg-slate-100 text-slate-700',
  qualified: 'bg-blue-100 text-blue-700',
  nurturing: 'bg-purple-100 text-purple-700',
  eoi: 'bg-indigo-100 text-indigo-700',
  reservation: 'bg-amber-100 text-amber-700',
  deposit_paid: 'bg-orange-100 text-orange-700',
  contract: 'bg-green-100 text-green-700',
};

export const STAGE_DOT: Record<PipelineStage, string> = {
  enquiry: 'bg-slate-400',
  qualified: 'bg-blue-500',
  nurturing: 'bg-purple-500',
  eoi: 'bg-indigo-500',
  reservation: 'bg-amber-500',
  deposit_paid: 'bg-orange-500',
  contract: 'bg-green-500',
};

// Default revenue-forecast probability weights per stage (0–1).
// Editable per port via settings (`pipeline_weights`); these are the fallbacks.
export const STAGE_WEIGHTS: Record<PipelineStage, number> = {
  enquiry: 0.05,
  qualified: 0.15,
  nurturing: 0.15,
  eoi: 0.4,
  reservation: 0.7,
  deposit_paid: 0.85,
  contract: 0.95,
};

/**
 * Allowed transitions out of each stage. Skip-aheads (e.g. enquiry →
 * deposit_paid) are gated by the explicit `override:true` path in
 * `changeInterestStage` and surface as a backfill banner on the interest.
 *
 * Nurturing is bidirectional with qualified (deal pauses → reopens),
 * and can re-enter the EOI path when supply opens up.
 */
export const STAGE_TRANSITIONS: Record<PipelineStage, readonly PipelineStage[]> = {
  // L2: include `nurturing` so a fresh enquiry can be parked straight into
  // the nurturing column without first round-tripping through `qualified`.
  enquiry: ['qualified', 'nurturing', 'eoi'],
  qualified: ['enquiry', 'nurturing', 'eoi'],
  nurturing: ['qualified', 'eoi'],
  eoi: ['qualified', 'reservation', 'deposit_paid'],
  reservation: ['eoi', 'deposit_paid'],
  deposit_paid: ['reservation', 'contract'],
  contract: ['deposit_paid'],
};

export function canTransitionStage(from: string, to: string): boolean {
  if (from === to) return true;
  const fromStage = safeStage(from);
  const toStage = safeStage(to);
  return STAGE_TRANSITIONS[fromStage].includes(toStage);
}

export function safeStage(value: string | null | undefined): PipelineStage {
  return PIPELINE_STAGES.includes(value as PipelineStage) ? (value as PipelineStage) : 'enquiry';
}

export function stageLabel(stage: string | null | undefined): string {
  return STAGE_LABELS[safeStage(stage)];
}

export function stageBadgeClass(stage: string | null | undefined): string {
  return STAGE_BADGE[safeStage(stage)];
}

export function stageDotClass(stage: string | null | undefined): string {
  return STAGE_DOT[safeStage(stage)];
}

// ─── Berth Statuses ──────────────────────────────────────────────────────────

export const BERTH_STATUSES = ['available', 'under_offer', 'sold'] as const;

export type BerthStatus = (typeof BERTH_STATUSES)[number];

// ─── Berth single-select catalogues (mirror NocoDB) ──────────────────────────
// Stored as free text in the DB so legacy values still load, but the form
// presents only the canonical options below.

export const BERTH_AREAS = ['A', 'B', 'C', 'D', 'E'] as const;

export const BERTH_BOW_FACING_OPTIONS = ['North', 'South', 'East', 'West'] as const;

export const BERTH_SIDE_PONTOON_OPTIONS = [
  'No',
  'Quay SB',
  'Quay PT',
  'Quay SB, Yes PT',
  'Quay PT, Yes SB',
  'Yes SB',
  'Yes PT',
  'Yes SB, PT',
  'Finger SB',
  'Finger PT',
] as const;

export const BERTH_MOORING_TYPES = [
  'Side Pier / Med Mooring',
  '2x Med Mooring',
  'Side Pier / Finger',
  'Finger / Med Mooring',
  '2x Finger',
] as const;

export const BERTH_CLEAT_TYPES = ['A3', 'A5'] as const;

export const BERTH_CLEAT_CAPACITIES = ['10-14 ton break load', '20-24 ton break load'] as const;

export const BERTH_BOLLARD_TYPES = ['Bull bollard type A', 'Bull bollard type B'] as const;

export const BERTH_BOLLARD_CAPACITIES = ['20 ton break load', '40 ton break load'] as const;

export const BERTH_ACCESS_OPTIONS = [
  'Car to Vessel',
  'Car to Quai, Cart to Vessel',
  'Cart to Vessel',
  'Car (3t) to Vessel',
  'Car (3.5t) to Vessel',
] as const;

/**
 * Map a readonly enum tuple into shadcn `<Select>` `{value, label}` objects.
 * `value` is the raw enum string (what the API expects); `label` is a
 * human-formatted version (underscores → spaces, Title Case) so reps
 * see "Under Offer" instead of "under_offer" in dropdowns. Specific
 * acronyms keep their canonical casing.
 */
const LABEL_OVERRIDES: Record<string, string> = {
  // 3-letter acronyms - preserve all-caps where the enum stores lowercase.
  vhf: 'VHF',
  eoi: 'EOI',
  nda: 'NDA',
  // Status enums where the natural title-cased form differs slightly.
  under_offer: 'Under Offer',
  fixed_term: 'Fixed Term',
  reservation_agreement: 'Reservation Agreement',
  hot_lead: 'Hot lead',
  general_interest: 'General interest',
  specific_qualified: 'Specific qualified',
};

function humanizeEnum(raw: string): string {
  const override = LABEL_OVERRIDES[raw.toLowerCase()];
  if (override) return override;
  return raw.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
}

/**
 * Format an arbitrary enum-shaped string ("hot_lead" → "Hot Lead",
 * "in_progress" → "In Progress"). Centralised so list columns, badge
 * components, and detail pages render the same value consistently -
 * replaces the scattered ad-hoc `.replace(/_/g, ' ')` calls flagged
 * by ui-ux-auditor H1.
 */
export function formatEnum(value: string | null | undefined): string {
  if (!value) return '';
  return humanizeEnum(value);
}

/** Format a pipeline stage value. Falls back to formatEnum for unknown values. */
export function formatStage(value: string | null | undefined): string {
  if (!value) return '';
  return STAGE_LABELS[safeStage(value)] ?? formatEnum(value);
}

/** Format a generic status (eoi_status, contract_status, deposit_status,
 *  invoice status, document status). Same shape as the enum but kept as
 *  a separate exported alias so call sites read intentionally. */
export function formatStatus(value: string | null | undefined): string {
  return formatEnum(value);
}

/** Format a priority enum ('low' | 'medium' | 'high' | 'urgent'). */
export function formatPriority(value: string | null | undefined): string {
  return formatEnum(value);
}

export function toSelectOptions<T extends readonly string[]>(
  values: T,
): Array<{ value: T[number]; label: string }> {
  return values.map((v) => ({ value: v, label: humanizeEnum(v) }));
}

// ─── Lead Categories ─────────────────────────────────────────────────────────

export const LEAD_CATEGORIES = ['general_interest', 'specific_qualified', 'hot_lead'] as const;

export type LeadCategory = (typeof LEAD_CATEGORIES)[number];

// ─── Sources (interests + clients + residential) ─────────────────────────────
// Single source of truth for the source dropdown. Keep these in lockstep
// across forms, inline-edit selects, list-column labels and chart bucketing
// so values written from one surface render with the same label on another.

export const SOURCES = [
  { value: 'website', label: 'Website' },
  { value: 'manual', label: 'Manual' },
  { value: 'referral', label: 'Referral' },
  { value: 'broker', label: 'Broker' },
  { value: 'other', label: 'Other' },
] as const;

export type SourceValue = (typeof SOURCES)[number]['value'];

export const SOURCE_LABELS: Record<SourceValue, string> = SOURCES.reduce(
  (acc, s) => ({ ...acc, [s.value]: s.label }),
  {} as Record<SourceValue, string>,
);

/** Returns the canonical label for a stored source value, falling back to a
 *  Title-Case rendering of the raw string for legacy / free-text values. */
export function formatSource(source: string | null | undefined): string | null {
  if (!source) return null;
  if (source in SOURCE_LABELS) return SOURCE_LABELS[source as SourceValue];
  return source.charAt(0).toUpperCase() + source.slice(1);
}

// ─── Role names ──────────────────────────────────────────────────────────────
// Roles are stored verbatim in the `roles` table as the seeded snake_case
// identifier (super_admin, sales_agent, …) so every comparison + permission
// lookup keeps using the stable name. UI surfaces should render through
// `formatRole()` so customers see "Sales Agent" instead of "sales_agent".
// Custom roles created by admins keep their typed name; we only Title-Case
// snake_case identifiers, so a hand-typed role like "Marina Lead" comes
// through untouched.

export const ROLE_LABELS: Record<string, string> = {
  super_admin: 'Super Admin',
  director: 'Director',
  sales_manager: 'Sales Manager',
  sales_agent: 'Sales Agent',
  finance_manager: 'Finance Manager',
  viewer: 'Viewer',
  residential_partner: 'Residential Partner',
};

/** Returns the human label for a stored role name. Falls back to a
 *  Title-Case rendering for legacy / custom roles. */
export function formatRole(role: string | null | undefined): string {
  if (!role) return 'Staff';
  if (role in ROLE_LABELS) return ROLE_LABELS[role]!;
  // Title-Case any snake_case input (covers custom roles that happen to be
  // entered in lowercase_with_underscores). Free-text role names that
  // already contain spaces pass through unchanged.
  return role
    .split('_')
    .map((part) => (part ? part[0]!.toUpperCase() + part.slice(1) : part))
    .join(' ');
}

// ─── Interest outcomes ───────────────────────────────────────────────────────
// Mirrors INTEREST_OUTCOMES in src/lib/validators/interests.ts. Lives here
// so render sites can format outcome strings without pulling in the
// validator (which would drag zod into RSC bundles). Validator → enforces
// the set; here → labels for humans.

export const OUTCOME_LABELS: Record<string, string> = {
  won: 'Won',
  lost_other_marina: 'Lost - chose another marina',
  lost_unqualified: 'Lost - not qualified',
  lost_no_response: 'Lost - no response',
  lost_other: 'Lost - other',
  cancelled: 'Cancelled',
};

/** Returns the human label for a stored outcome value. Falls back to a
 *  pretty Title-Case rendering for any new values added at the validator
 *  before this map catches up. */
export function formatOutcome(outcome: string | null | undefined): string | null {
  if (!outcome) return null;
  if (outcome in OUTCOME_LABELS) return OUTCOME_LABELS[outcome]!;
  return outcome
    .split('_')
    .map((part) => (part ? part[0]!.toUpperCase() + part.slice(1) : part))
    .join(' ');
}

// ─── Document Types ──────────────────────────────────────────────────────────

export const DOCUMENT_TYPES = ['eoi', 'contract', 'nda', 'reservation_agreement', 'other'] as const;

export type DocumentType = (typeof DOCUMENT_TYPES)[number];

/**
 * Display labels for `DOCUMENT_TYPES`. Use these everywhere a doc type
 * is rendered in user-facing copy (selectors, badges, exports). The
 * raw enum values are kebab-case-ish and not safe to title-case via
 * a naive `replace(/_/g, ' ')` — "Eoi"/"Nda" read wrong; the proper
 * labels surface acronyms and friendly multi-word forms.
 */
export const DOCUMENT_TYPE_LABELS: Record<DocumentType, string> = {
  eoi: 'EOI',
  contract: 'Contract',
  nda: 'NDA',
  reservation_agreement: 'Reservation Agreement',
  other: 'Other',
};

// ─── Document Statuses ───────────────────────────────────────────────────────

export const DOCUMENT_STATUSES = [
  'draft',
  'sent',
  'partially_signed',
  'completed',
  'expired',
  'cancelled',
  // Documenso writes both 'rejected' and 'declined' depending on which
  // webhook path fires; we mirror that on the document row. Surface
  // both so DocumentStatus checks against either spelling type-check.
  'rejected',
  'declined',
] as const;

export type DocumentStatus = (typeof DOCUMENT_STATUSES)[number];

// ─── Expense Categories ──────────────────────────────────────────────────────

export const EXPENSE_CATEGORIES = [
  'fuel',
  'maintenance',
  'cleaning',
  'docking',
  'insurance',
  'utilities',
  'marina_fees',
  'repairs',
  'equipment',
  'crew',
  'administration',
  'marketing',
  'travel',
  'entertainment',
  'other',
] as const;

export type ExpenseCategory = (typeof EXPENSE_CATEGORIES)[number];

// ─── Payment Methods ─────────────────────────────────────────────────────────

export const PAYMENT_METHODS = [
  'bank_transfer',
  'credit_card',
  'debit_card',
  'cash',
  'cheque',
  'crypto',
  'other',
] as const;

export type PaymentMethod = (typeof PAYMENT_METHODS)[number];

// ─── Notification Types ──────────────────────────────────────────────────────

export const NOTIFICATION_TYPES = [
  // Interest / pipeline
  'interest_stage_changed',
  'interest_created',
  'interest_assigned',
  // Documents
  'document_sent',
  'document_signed',
  'document_completed',
  'document_expired',
  'document_reminder',
  // Reminders
  'reminder_due',
  'reminder_overdue',
  'reminder_assigned',
  // Financial
  'invoice_sent',
  'invoice_paid',
  'invoice_overdue',
  // Notes
  'mention',
  // Email
  'email_received',
  // System
  'system_alert',
  'job_failed',
  'bulk_operation_complete',
  'export_ready',
  // Berths
  'berth_status_changed',
  'berth_waiting_list_update',
] as const;

export type NotificationType = (typeof NOTIFICATION_TYPES)[number];