Files
pn-new-crm/src/app/api/v1/contact-log/[id]/route.ts

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feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
import { NextResponse } from 'next/server';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { parseBody } from '@/lib/api/route-helpers';
import { errorResponse } from '@/lib/errors';
import { remove, update } from '@/lib/services/interest-contact-log.service';
import { updateContactLogSchema } from '@/lib/validators/interest-contact-log';
export const PATCH = withAuth(
withPermission('interests', 'edit', async (req, ctx, params) => {
try {
const body = await parseBody(req, updateContactLogSchema);
const entry = await update(params.id!, ctx.portId, ctx.userId, {
occurredAt: body.occurredAt,
channel: body.channel,
direction: body.direction,
summary: body.summary,
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
voiceTranscript: body.voiceTranscript,
templateUsed: body.templateUsed,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
followUpAt: body.followUpAt,
});
return NextResponse.json({ data: entry });
} catch (error) {
return errorResponse(error);
}
}),
);
export const DELETE = withAuth(
withPermission('interests', 'edit', async (_req, ctx, params) => {
try {
await remove(params.id!, ctx.portId);
return NextResponse.json({ ok: true });
} catch (error) {
return errorResponse(error);
}
}),
);