2026-05-06 19:29:17 +02:00
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'use client';
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2026-05-13 11:50:07 +02:00
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import { useMemo, useState } from 'react';
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2026-05-06 19:29:17 +02:00
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import { AlertTriangle, ArrowLeft, ArrowRight, CheckCircle2, Loader2 } from 'lucide-react';
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import { toast } from 'sonner';
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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import { Button } from '@/components/ui/button';
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import { Badge } from '@/components/ui/badge';
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import { Textarea } from '@/components/ui/textarea';
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2026-05-13 11:50:07 +02:00
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import { WarningCallout } from '@/components/ui/warning-callout';
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2026-05-06 19:29:17 +02:00
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import { apiFetch } from '@/lib/api/client';
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interface PreflightItem {
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clientId: string;
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fullName: string;
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stakeLevel: 'low' | 'high';
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highStakesStage: string | null;
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blockers: string[];
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summary: { berths: number; yachts: number; reservations: number; signedDocs: number };
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}
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interface Props {
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open: boolean;
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onOpenChange: (next: boolean) => void;
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clientIds: string[];
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onSuccess?: () => void;
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}
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type Stage = 'preflight' | 'reasons' | 'confirm';
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2026-05-13 11:50:07 +02:00
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export function BulkArchiveWizard(props: Props) {
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// Key-based remount: body keyed on open + clientIds so its useState
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// initializers re-run each time the wizard opens fresh. Replaces the
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// useEffect(setState, [open]) reset the Compiler flagged.
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return (
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<BulkArchiveWizardBody
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key={props.open ? `open:${props.clientIds.join(',')}` : 'closed'}
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{...props}
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/>
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);
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}
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function BulkArchiveWizardBody({ open, onOpenChange, clientIds, onSuccess }: Props) {
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2026-05-06 19:29:17 +02:00
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const qc = useQueryClient();
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const [stage, setStage] = useState<Stage>('preflight');
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const [reasons, setReasons] = useState<Record<string, string>>({});
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const [carouselIndex, setCarouselIndex] = useState(0);
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const preflight = useQuery({
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queryKey: ['bulk-archive-preflight', clientIds.join(',')],
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queryFn: () =>
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apiFetch<{ data: PreflightItem[] }>('/api/v1/clients/bulk-archive-preflight', {
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method: 'POST',
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body: { ids: clientIds },
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}).then((r) => r.data),
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enabled: open && clientIds.length > 0,
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});
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const items = preflight.data ?? [];
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const blocked = useMemo(() => items.filter((i) => i.blockers.length > 0), [items]);
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const highStakes = useMemo(
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() => items.filter((i) => i.stakeLevel === 'high' && i.blockers.length === 0),
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[items],
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);
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const lowStakes = useMemo(
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() => items.filter((i) => i.stakeLevel === 'low' && i.blockers.length === 0),
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[items],
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);
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const archivable = useMemo(() => [...lowStakes, ...highStakes], [lowStakes, highStakes]);
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const allHighStakesReasoned = useMemo(
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() => highStakes.every((i) => (reasons[i.clientId]?.trim().length ?? 0) >= 5),
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[highStakes, reasons],
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);
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const archiveMutation = useMutation({
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mutationFn: () =>
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apiFetch<{ data: { summary: { total: number; succeeded: number; failed: number } } }>(
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'/api/v1/clients/bulk',
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{
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method: 'POST',
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body: {
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action: 'archive',
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ids: archivable.map((i) => i.clientId),
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reasonsByClientId: reasons,
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},
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},
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),
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onSuccess: (res) => {
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const s = res.data.summary;
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if (s.failed === 0) {
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toast.success(`${s.succeeded} client${s.succeeded === 1 ? '' : 's'} archived.`);
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} else {
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toast.warning(`${s.succeeded} of ${s.total} archived. ${s.failed} failed.`);
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}
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qc.invalidateQueries({ queryKey: ['clients'] });
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onOpenChange(false);
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onSuccess?.();
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},
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onError: (err: unknown) => {
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toast.error(err instanceof Error ? err.message : 'Bulk archive failed');
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},
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});
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const currentHighStakes = highStakes[carouselIndex];
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-2xl">
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<DialogHeader>
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<DialogTitle>Bulk archive · {clientIds.length} clients</DialogTitle>
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<DialogDescription>
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Smart archive runs the same backend per client. Late-stage deals require an individual
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reason; everything else auto-archives with safe defaults.
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</DialogDescription>
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</DialogHeader>
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{preflight.isLoading ? (
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<div className="py-8 text-center text-sm text-muted-foreground">
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<Loader2 className="h-5 w-5 animate-spin mx-auto mb-2" />
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Checking each client…
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</div>
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) : preflight.error ? (
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<div className="py-8 text-center text-sm text-red-600">
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Preflight failed:{' '}
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{preflight.error instanceof Error ? preflight.error.message : 'unknown error'}
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</div>
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) : (
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<>
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{stage === 'preflight' && (
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<div className="space-y-3 max-h-[60vh] overflow-y-auto pr-1">
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<div className="grid grid-cols-3 gap-2 text-sm">
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<div className="rounded-md border bg-emerald-50 border-emerald-200 p-3">
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<div className="text-2xl font-bold text-emerald-900">{lowStakes.length}</div>
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<div className="text-xs text-emerald-800">Auto-archive</div>
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</div>
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<div className="rounded-md border bg-amber-50 border-amber-200 p-3">
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<div className="text-2xl font-bold text-amber-900">{highStakes.length}</div>
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<div className="text-xs text-amber-800">Need reason</div>
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</div>
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<div className="rounded-md border bg-red-50 border-red-200 p-3">
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<div className="text-2xl font-bold text-red-900">{blocked.length}</div>
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<div className="text-xs text-red-800">Blocked, will skip</div>
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</div>
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</div>
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{blocked.length > 0 && (
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<div className="rounded-md border border-red-300 bg-red-50 p-3 text-xs text-red-900 space-y-1">
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<div className="font-medium flex items-center gap-1.5">
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<AlertTriangle className="h-4 w-4" /> Blocked
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</div>
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{blocked.slice(0, 5).map((b) => (
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<div key={b.clientId}>
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<span className="font-medium">{b.fullName}</span>: {b.blockers[0]}
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</div>
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))}
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{blocked.length > 5 && <div>…and {blocked.length - 5} more</div>}
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</div>
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)}
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<div className="rounded-md border bg-muted/30 p-3 text-xs text-muted-foreground">
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Low-stakes defaults: release available/under-offer berths, keep sold ones, cancel
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fix(audit-wave-9): copy/terminology sweep (copy-auditor)
Address the highest-impact items from the copy-auditor's CRITICAL +
HIGH + MEDIUM bands:
**C2 portal raw-status leak**
- Drop the staff-only `leadCategory` chip from the portal interests
page entirely. Privacy + optics: clients should never see "hot lead"
in their own portal. `eoiStatus` was already wrapped in
`portalSigningLabel`; only the categorical chip remained.
**C3 signing-status label drift**
- Add `src/lib/labels/document-status.ts` as the single source of
truth for the {draft, sent, partially_signed, completed, expired,
cancelled} lifecycle: labels (CRM + portal variants), StatusPill
variant, and the "active / in-flight" set.
- Wire it into interest-eoi-tab, interest-contract-tab,
interest-reservation-tab — they previously redefined identical
STATUS_LABELS / ACTIVE_STATUSES blocks per-file.
**H1 + M3 verbiage codemod**
- `Save Changes` → `Save changes` (sentence case, matches the
surrounding admin/CRM pattern).
- `Saving...` (ASCII three dots) → `Saving…` (Unicode ellipsis).
Matches the project's UTF-8-elsewhere convention and reads
correctly via screen-readers.
**M1 envelope jargon → signing request**
- smart-archive-dialog: "Leave envelope pending" → "Leave signing
request pending"; "Void the signing envelope" → "Cancel the signing
request"; section header updated to match.
- document-detail: "voids the signing envelope" → "cancels the signing
request".
- bulk-archive-wizard: "leave invoices/signing envelopes alone" →
"leave invoices/signing requests alone".
- Documenso admin page intentionally keeps `envelope` (dev/integration
vocabulary).
**M5 Hot Lead casing**
- Normalize `Hot Lead` / `General Interest` / `Specific Qualified` to
sentence case in `constants.ts` LABEL_OVERRIDES and all per-file
lead-category maps so the CRM trend (sentence case) is consistent.
**C1 surface-level rename**
- "Linked prospect (optional)" → "Linked interest (optional)" on the
berth status-change dialog.
- "Deal Documents" tab → "Interest Documents" (URL/route kept as
`/deal-documents` to avoid breaking deep links; rename deferred).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:12:40 +02:00
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reservations, leave invoices/signing requests alone. Yachts stay on the archived
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feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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client. To customise per-client, archive that client individually instead.
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2026-05-06 19:29:17 +02:00
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</div>
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</div>
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)}
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{stage === 'reasons' && currentHighStakes && (
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<div className="space-y-3">
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<div className="flex items-center justify-between text-xs text-muted-foreground">
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<span>
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Reason {carouselIndex + 1} of {highStakes.length}
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</span>
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<span className="flex items-center gap-1">
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{highStakes.map((_, idx) => (
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<span
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key={idx}
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className={`h-1.5 w-6 rounded-full ${
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idx === carouselIndex
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? 'bg-amber-500'
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: idx < carouselIndex ||
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(reasons[highStakes[idx]?.clientId ?? '']?.trim().length ?? 0) >= 5
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? 'bg-amber-300'
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: 'bg-muted'
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}`}
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/>
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))}
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</span>
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</div>
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<WarningCallout
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title={
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<span className="flex items-center gap-2">
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<span>{currentHighStakes.fullName}</span>
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<Badge variant="secondary" className="text-xs">
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{currentHighStakes.highStakesStage}
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</Badge>
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</span>
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}
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>
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<span className="text-xs">
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2026-05-06 19:29:17 +02:00
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{currentHighStakes.summary.berths > 0
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? `${currentHighStakes.summary.berths} berth(s), `
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: ''}
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{currentHighStakes.summary.signedDocs > 0
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? `${currentHighStakes.summary.signedDocs} signed doc(s), `
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: ''}
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{currentHighStakes.summary.reservations > 0
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? `${currentHighStakes.summary.reservations} reservation(s)`
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: ''}
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2026-05-13 11:50:07 +02:00
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</span>
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</WarningCallout>
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2026-05-06 19:29:17 +02:00
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<Textarea
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value={reasons[currentHighStakes.clientId] ?? ''}
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onChange={(e) =>
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setReasons((prev) => ({
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...prev,
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[currentHighStakes.clientId]: e.target.value,
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}))
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}
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placeholder="Why are you archiving this late-stage deal? (≥ 5 chars)"
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rows={3}
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/>
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</div>
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)}
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{stage === 'confirm' && (
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<div className="space-y-2 text-sm">
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<div className="rounded-md border border-emerald-300 bg-emerald-50 p-3 text-emerald-900 flex items-start gap-2">
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<CheckCircle2 className="h-4 w-4 mt-0.5" />
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<div>
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Ready to archive <strong>{archivable.length}</strong> client
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{archivable.length === 1 ? '' : 's'}
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{blocked.length > 0 && ` (skipping ${blocked.length} blocked)`}.
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</div>
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</div>
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<p className="text-xs text-muted-foreground">
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This action is reversible — restore individually from each archived client.
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</p>
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</div>
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)}
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</>
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)}
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|
<DialogFooter className="gap-2">
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|
<Button variant="outline" onClick={() => onOpenChange(false)}>
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|
|
Cancel
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</Button>
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|
|
|
{stage === 'preflight' && (
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|
|
|
<Button
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|
|
disabled={archivable.length === 0 || preflight.isLoading}
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|
|
onClick={() => {
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|
if (highStakes.length > 0) {
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|
|
setCarouselIndex(0);
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|
setStage('reasons');
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|
} else {
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|
|
setStage('confirm');
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|
|
|
|
}
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|
|
|
|
}}
|
|
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>
|
|
|
|
|
Continue <ArrowRight className="h-4 w-4 ml-1" />
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|
|
</Button>
|
|
|
|
|
)}
|
|
|
|
|
|
|
|
|
|
{stage === 'reasons' && (
|
|
|
|
|
<>
|
|
|
|
|
<Button
|
|
|
|
|
variant="outline"
|
|
|
|
|
disabled={carouselIndex === 0}
|
|
|
|
|
onClick={() => setCarouselIndex((i) => Math.max(0, i - 1))}
|
|
|
|
|
>
|
|
|
|
|
<ArrowLeft className="h-4 w-4 mr-1" /> Back
|
|
|
|
|
</Button>
|
|
|
|
|
{carouselIndex < highStakes.length - 1 ? (
|
|
|
|
|
<Button
|
|
|
|
|
disabled={(reasons[currentHighStakes?.clientId ?? '']?.trim().length ?? 0) < 5}
|
|
|
|
|
onClick={() => setCarouselIndex((i) => i + 1)}
|
|
|
|
|
>
|
|
|
|
|
Next <ArrowRight className="h-4 w-4 ml-1" />
|
|
|
|
|
</Button>
|
|
|
|
|
) : (
|
|
|
|
|
<Button disabled={!allHighStakesReasoned} onClick={() => setStage('confirm')}>
|
|
|
|
|
Review <ArrowRight className="h-4 w-4 ml-1" />
|
|
|
|
|
</Button>
|
|
|
|
|
)}
|
|
|
|
|
</>
|
|
|
|
|
)}
|
|
|
|
|
|
|
|
|
|
{stage === 'confirm' && (
|
|
|
|
|
<Button
|
|
|
|
|
variant="destructive"
|
|
|
|
|
disabled={archiveMutation.isPending}
|
|
|
|
|
onClick={() => archiveMutation.mutate()}
|
|
|
|
|
>
|
|
|
|
|
{archiveMutation.isPending ? (
|
|
|
|
|
<>
|
|
|
|
|
<Loader2 className="h-4 w-4 animate-spin mr-1.5" /> Archiving…
|
|
|
|
|
</>
|
|
|
|
|
) : (
|
|
|
|
|
`Archive ${archivable.length}`
|
|
|
|
|
)}
|
|
|
|
|
</Button>
|
|
|
|
|
)}
|
|
|
|
|
</DialogFooter>
|
|
|
|
|
</DialogContent>
|
|
|
|
|
</Dialog>
|
|
|
|
|
);
|
|
|
|
|
}
|