2026-05-01 15:27:53 +02:00
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'use client';
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import { Archive, MoreHorizontal, Pencil } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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import { TagBadge } from '@/components/shared/tag-badge';
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import {
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ListCard,
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ListCardAvatar,
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ListCardMeta,
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deriveInitials,
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} from '@/components/shared/list-card';
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import { getCountryName } from '@/lib/i18n/countries';
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refactor(sales): consolidate pipeline stages + wire EOI auto-advance
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 23:33:53 +02:00
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import { stageBadgeClass, stageLabel } from '@/lib/constants';
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2026-05-01 15:27:53 +02:00
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import type { ClientRow } from './client-columns';
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const SOURCE_LABELS: Record<string, string> = {
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website: 'Website',
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manual: 'Manual',
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referral: 'Referral',
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broker: 'Broker',
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};
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interface ClientCardProps {
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client: ClientRow;
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portSlug: string;
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onEdit: (client: ClientRow) => void;
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onArchive: (client: ClientRow) => void;
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}
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export function ClientCard({ client, portSlug, onEdit, onArchive }: ClientCardProps) {
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const primary = client.contacts?.find((c) => c.isPrimary);
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const nationality = client.nationalityIso ? getCountryName(client.nationalityIso, 'en') : null;
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const sourceLabel = client.source ? (SOURCE_LABELS[client.source] ?? client.source) : null;
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const tags = client.tags ?? [];
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const meta = [nationality, sourceLabel].filter(Boolean) as string[];
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refactor(sales): consolidate pipeline stages + wire EOI auto-advance
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 23:33:53 +02:00
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const interest = client.latestInterest ?? null;
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const interestCount = client.interestCount ?? 0;
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const interestBerthLabel = interest
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? interest.mooringNumber
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? `Berth ${interest.mooringNumber}`
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: 'General interest'
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: null;
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const interestStageLabel = interest ? stageLabel(interest.stage) : null;
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const interestStageBadge = interest ? stageBadgeClass(interest.stage) : null;
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const extraInterests = interestCount > 1 ? interestCount - 1 : 0;
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2026-05-01 15:27:53 +02:00
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return (
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<ListCard
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href={`/${portSlug}/clients/${client.id}`}
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ariaLabel={`Client ${client.fullName}`}
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actions={
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button
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variant="ghost"
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size="icon"
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className="h-9 w-9"
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onClick={(e) => e.stopPropagation()}
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aria-label={`Actions for ${client.fullName}`}
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>
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<MoreHorizontal className="h-4 w-4" />
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
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<DropdownMenuItem onClick={() => onEdit(client)}>
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<Pencil className="mr-2 h-3.5 w-3.5" />
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Edit
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</DropdownMenuItem>
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<DropdownMenuItem className="text-destructive" onClick={() => onArchive(client)}>
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<Archive className="mr-2 h-3.5 w-3.5" />
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Archive
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</DropdownMenuItem>
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</DropdownMenuContent>
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</DropdownMenu>
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}
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>
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<div className="flex items-start gap-3">
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<ListCardAvatar initials={deriveInitials(client.fullName)} />
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<div className="min-w-0 flex-1">
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<div className="flex items-start justify-between gap-2">
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<h3 className="truncate text-base font-semibold tracking-tight text-foreground">
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{client.fullName}
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</h3>
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<span aria-hidden className="block h-9 w-9 shrink-0" />
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</div>
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{primary ? (
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<p className="truncate text-sm text-muted-foreground">{primary.value}</p>
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) : null}
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{meta.length > 0 ? (
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<div className="mt-0.5 flex flex-wrap items-center gap-x-1.5 text-xs text-muted-foreground">
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{meta.map((m, i) => (
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<span key={m} className="inline-flex items-center gap-1">
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{i > 0 ? <span aria-hidden>·</span> : null}
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<ListCardMeta>{m}</ListCardMeta>
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</span>
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))}
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</div>
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) : null}
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refactor(sales): consolidate pipeline stages + wire EOI auto-advance
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 23:33:53 +02:00
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{interest ? (
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<div className="mt-1 flex items-center gap-1.5 text-xs text-muted-foreground">
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<span className="truncate">{interestBerthLabel}</span>
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<span aria-hidden>·</span>
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<span
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className={`shrink-0 rounded-full px-1.5 py-0.5 text-[10px] font-medium ${interestStageBadge}`}
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>
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{interestStageLabel}
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</span>
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{extraInterests > 0 ? (
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<span className="shrink-0 text-muted-foreground/80">+{extraInterests}</span>
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) : null}
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</div>
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2026-05-01 15:27:53 +02:00
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) : null}
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{tags.length > 0 ? (
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<div className="mt-2 flex flex-wrap gap-1">
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{tags.slice(0, 2).map((tag) => (
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<TagBadge key={tag.id} name={tag.name} color={tag.color} />
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))}
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{tags.length > 2 ? (
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<span className="inline-flex items-center rounded-full bg-secondary px-2 py-0.5 text-xs text-secondary-foreground">
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+{tags.length - 2}
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</span>
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) : null}
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</div>
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) : null}
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</div>
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</div>
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</ListCard>
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);
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}
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