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pn-new-crm/src/components/interests/interest-card.tsx

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'use client';
import { Anchor, Archive, Compass, MoreHorizontal, Pencil } from 'lucide-react';
import { Button } from '@/components/ui/button';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from '@/components/ui/dropdown-menu';
import { TagBadge } from '@/components/shared/tag-badge';
import {
ListCard,
ListCardAvatar,
ListCardMeta,
deriveInitials,
} from '@/components/shared/list-card';
import { cn } from '@/lib/utils';
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
import { stageBadgeClass, stageDotClass, stageLabel as toStageLabel } from '@/lib/constants';
import type { InterestRow } from './interest-columns';
const CATEGORY_LABELS: Record<string, string> = {
general_interest: 'General',
specific_qualified: 'Qualified',
hot_lead: 'Hot lead',
};
const SOURCE_LABELS: Record<string, string> = {
website: 'Website',
manual: 'Manual',
referral: 'Referral',
broker: 'Broker',
};
interface InterestCardProps {
interest: InterestRow;
portSlug: string;
onEdit: (interest: InterestRow) => void;
onArchive: (interest: InterestRow) => void;
}
export function InterestCard({ interest, portSlug, onEdit, onArchive }: InterestCardProps) {
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
const stageLabel = toStageLabel(interest.pipelineStage);
const stagePill = stageBadgeClass(interest.pipelineStage);
const accentClass = stageDotClass(interest.pipelineStage);
const isHotLead = interest.leadCategory === 'hot_lead';
const categoryLabel = interest.leadCategory ? CATEGORY_LABELS[interest.leadCategory] : null;
const sourceLabel = interest.source ? (SOURCE_LABELS[interest.source] ?? interest.source) : null;
const tags = interest.tags ?? [];
const clientName = interest.clientName ?? 'Unknown client';
const berthLabel = interest.berthMooringNumber;
return (
<ListCard
href={`/${portSlug}/interests/${interest.id}`}
ariaLabel={`Interest for ${clientName}`}
accentClassName={accentClass}
actions={
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="ghost"
size="icon"
className="h-9 w-9"
onClick={(e) => e.stopPropagation()}
aria-label={`Actions for ${clientName}'s interest`}
>
<MoreHorizontal className="h-4 w-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem onClick={() => onEdit(interest)}>
<Pencil className="mr-2 h-3.5 w-3.5" />
Edit
</DropdownMenuItem>
<DropdownMenuItem className="text-destructive" onClick={() => onArchive(interest)}>
<Archive className="mr-2 h-3.5 w-3.5" />
Archive
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
}
>
<div className="flex items-start gap-3">
<ListCardAvatar initials={deriveInitials(clientName)} />
<div className="min-w-0 flex-1">
{/* Title row: name + spacer for the absolutely-positioned actions menu */}
<div className="flex items-start justify-between gap-2">
<h3 className="truncate text-base font-semibold tracking-tight text-foreground">
{clientName}
</h3>
<span aria-hidden className="block h-9 w-9 shrink-0" />
</div>
{/* Berth or general-interest line */}
<p className="mt-0.5 inline-flex items-center gap-1 truncate text-sm text-muted-foreground">
{berthLabel ? (
<>
<Anchor className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
<span className="truncate">{berthLabel}</span>
</>
) : (
<>
<Compass className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
<span className="italic">General interest</span>
</>
)}
</p>
{/* Stage pill + category + source */}
<div className="mt-1.5 flex flex-wrap items-center gap-x-2 gap-y-1">
<span
className={cn(
'inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium',
stagePill,
)}
>
{stageLabel}
</span>
{isHotLead ? (
<span className="inline-flex items-center rounded-full bg-rose-100 px-2 py-0.5 text-xs font-semibold uppercase tracking-wide text-rose-700">
Hot
</span>
) : null}
{(categoryLabel && !isHotLead) || sourceLabel ? (
<div className="flex flex-wrap items-center gap-x-1.5 text-xs text-muted-foreground">
{categoryLabel && !isHotLead ? <ListCardMeta>{categoryLabel}</ListCardMeta> : null}
{categoryLabel && !isHotLead && sourceLabel ? <span aria-hidden>·</span> : null}
{sourceLabel ? <ListCardMeta>{sourceLabel}</ListCardMeta> : null}
</div>
) : null}
</div>
{tags.length > 0 ? (
<div className="mt-2 flex flex-wrap gap-1">
{tags.slice(0, 2).map((tag) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
{tags.length > 2 ? (
<span className="inline-flex items-center rounded-full bg-secondary px-2 py-0.5 text-xs text-secondary-foreground">
+{tags.length - 2}
</span>
) : null}
</div>
) : null}
</div>
</div>
</ListCard>
);
}