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pn-new-crm/src/components/documents/eoi-generate-dialog.tsx

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'use client';
import { useMemo, useState } from 'react';
import { useQuery, useQueryClient } from '@tanstack/react-query';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Button } from '@/components/ui/button';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Label } from '@/components/ui/label';
import { apiFetch } from '@/lib/api/client';
interface EoiPrerequisites {
hasName: boolean;
hasYacht: boolean;
hasBerth: boolean;
}
interface EoiGenerateDialogProps {
interestId: string;
open: boolean;
onOpenChange: (open: boolean) => void;
prerequisites: EoiPrerequisites;
}
const PREREQUISITE_LABELS: { key: keyof EoiPrerequisites; label: string }[] = [
{ key: 'hasName', label: 'Client has full name' },
{ key: 'hasYacht', label: 'Yacht linked to interest' },
{ key: 'hasBerth', label: 'Berth linked to interest' },
];
const DOCUMENSO_TEMPLATE_VALUE = 'documenso-template';
interface InAppTemplate {
id: string;
name: string;
description?: string | null;
templateType: string;
}
interface ListResponse {
data: InAppTemplate[];
}
export function EoiGenerateDialog({
interestId,
open,
onOpenChange,
prerequisites,
}: EoiGenerateDialogProps) {
const queryClient = useQueryClient();
const [isGenerating, setIsGenerating] = useState(false);
const [error, setError] = useState<string | null>(null);
const [selectedTemplate, setSelectedTemplate] = useState<string>(DOCUMENSO_TEMPLATE_VALUE);
const allMet = Object.values(prerequisites).every(Boolean);
// Load in-app EOI templates so the operator can pick one as an alternative
// to the Documenso external-signing flow.
const { data: templatesRes } = useQuery<ListResponse>({
queryKey: ['document-templates', { templateType: 'eoi', isActive: true }],
queryFn: () =>
apiFetch<ListResponse>('/api/v1/document-templates?templateType=eoi&isActive=true'),
enabled: open,
});
const inAppTemplates = useMemo(() => templatesRes?.data ?? [], [templatesRes]);
const handleGenerate = async () => {
if (!allMet) return;
setIsGenerating(true);
setError(null);
try {
const isDocumensoPath = selectedTemplate === DOCUMENSO_TEMPLATE_VALUE;
const url = `/api/v1/document-templates/${encodeURIComponent(selectedTemplate)}/generate-and-sign`;
await apiFetch(url, {
method: 'POST',
body: {
interestId,
pathway: isDocumensoPath ? 'documenso-template' : 'inapp',
// Signers are derived server-side from EOI context for both pathways
// when the template type is EOI, so the dialog doesn't collect them.
signers: [],
},
});
queryClient.invalidateQueries({ queryKey: ['documents', { interestId }] });
onOpenChange(false);
} catch (err) {
setError(err instanceof Error ? err.message : 'Failed to generate EOI');
} finally {
setIsGenerating(false);
}
};
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>Generate Expression of Interest</DialogTitle>
<DialogDescription>
Pick how to render the EOI. Documenso is the primary path; in-app templates use the same
source PDF but render and store the PDF locally before sending for signing.
</DialogDescription>
</DialogHeader>
<div className="space-y-4 py-2">
<div className="space-y-2">
<Label htmlFor="eoi-template">Template</Label>
<Select value={selectedTemplate} onValueChange={setSelectedTemplate}>
<SelectTrigger id="eoi-template">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value={DOCUMENSO_TEMPLATE_VALUE}>
Documenso Standard EOI (recommended)
</SelectItem>
{inAppTemplates.map((t) => (
<SelectItem key={t.id} value={t.id}>
{t.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className="space-y-2">
<p className="text-xs font-medium text-muted-foreground">Prerequisites</p>
{PREREQUISITE_LABELS.map(({ key, label }) => (
<div key={key} className="flex items-center gap-3">
<span
className={`flex h-5 w-5 items-center justify-center rounded-full text-xs font-bold ${
prerequisites[key] ? 'bg-green-100 text-green-700' : 'bg-red-100 text-red-700'
}`}
>
{prerequisites[key] ? '✓' : '✗'}
</span>
<span className={prerequisites[key] ? 'text-foreground' : 'text-muted-foreground'}>
{label}
</span>
</div>
))}
</div>
</div>
{error && <p className="text-sm text-destructive">{error}</p>}
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button onClick={handleGenerate} disabled={!allMet || isGenerating}>
{isGenerating ? 'Generating…' : 'Generate EOI'}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}