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pn-new-crm/src/components/interests/interest-berth-status-banner.tsx

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feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
'use client';
import { useQuery } from '@tanstack/react-query';
import { AlertTriangle } from 'lucide-react';
import { apiFetch } from '@/lib/api/client';
interface BerthRow {
id: string;
mooringNumber: string;
status: string;
isPrimary: boolean;
}
interface BerthsResponse {
data: BerthRow[];
}
/**
* Surfaces when one of the interest's linked berths is sold or under offer
* to a different deal. We don't block the rep from proceeding (the user
* explicitly wanted v1 to still let the deal advance the assumption is
* that the rep is aware and treating the current deal as a fallback if
* the other one falls through), but the banner makes the conflict visible
* so they aren't surprised when the rules engine flags it.
*
* Fires only for active (non-archived, non-closed) interests banners on
* lost deals are noise.
*/
export function InterestBerthStatusBanner({
interestId,
interestPipelineStage,
interestOutcome,
archivedAt,
}: {
interestId: string;
interestPipelineStage: string;
interestOutcome?: string | null;
archivedAt?: string | null;
}) {
const { data } = useQuery<BerthsResponse>({
queryKey: ['interest-berths', interestId],
queryFn: () => apiFetch(`/api/v1/interests/${interestId}/berths`),
});
if (archivedAt || interestOutcome) return null;
// The banner is most useful before the rep is committed to the deal —
// once contract is in motion, the conflict is moot.
if (interestPipelineStage === 'contract') return null;
const berths = data?.data ?? [];
const conflicts = berths.filter((b) => b.status === 'sold' || b.status === 'under_offer');
if (conflicts.length === 0) return null;
return (
<div
role="status"
className="flex items-start gap-2 rounded-md border border-rose-200 bg-rose-50 px-3 py-2 text-xs text-rose-900"
>
<AlertTriangle className="size-3.5 mt-0.5 shrink-0" aria-hidden />
<div>
<p className="font-medium">
{conflicts.length === 1
? `Berth ${conflicts[0]!.mooringNumber} is ${
conflicts[0]!.status === 'sold' ? 'Sold' : 'Under Offer'
} to another deal.`
: `${conflicts.length} linked berths are no longer freely available.`}
</p>
<p className="mt-0.5 text-rose-800">
You can still progress this interest as a backup, but the rep on the other deal owns the
primary path. If their deal falls through, this one can step in.
</p>
</div>
</div>
);
}