feat(berths): website auto-promote toggle + manual-override soft-pin priority
All checks were successful
Build & Push Docker Images / lint (push) Successful in 2m47s
Build & Push Docker Images / build-and-push (push) Successful in 6m49s

- website_berth_autopromote_enabled (default OFF): a website registration for a
  specific, currently-available berth auto-creates a prospect (client + optional
  yacht + interest) and links the berth is_specific_interest=true, flipping the
  public map to Under Offer; general/residence/contact submissions stay
  capture-only. Marks the submission converted so a rep never double-creates it.
- derivePublicStatus now honours a manual pin (soft pin): a manually-set status
  wins over the interest-derived Under Offer, but a real permanent tenancy or an
  explicit sold still override it.
- berth rules engine respects a manual pin EXCEPT for sale triggers (-> sold),
  so a confirmed sale still wins but soft auto-changes never stomp a pin.
- Reset-to-automatic action (service + API POST /berths/[id]/status/reset + UI)
  to drop a manual pin; lock badge on every manual override (list + detail);
  divergence banner prompting reset when a pinned-Available berth has a deal.
- migration stage map updated to the §4b signed-off mapping: GQI -> enquiry
  unless it named a berth/size marker (-> qualified); SQI -> qualified.

Tests: +public-berths soft-pin cases, +website-intake-promote helpers,
+migration GQI marker rule. 1582 unit/integration green; tsc clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-06-02 20:10:04 +02:00
parent 04ddd59662
commit 15a139e86f
14 changed files with 802 additions and 19 deletions

View File

@@ -2,7 +2,7 @@
import { useState } from 'react';
import { type ColumnDef } from '@tanstack/react-table';
import { MoreHorizontal, Pencil, Activity, RefreshCw } from 'lucide-react';
import { MoreHorizontal, Pencil, Activity, RefreshCw, Lock } from 'lucide-react';
import { useRouter, useParams } from 'next/navigation';
import { useMutation, useQueryClient } from '@tanstack/react-query';
@@ -150,17 +150,29 @@ function StatusBadge({ status }: { status: string }) {
}
/**
* #67 Phase 2: small amber chip beside the status pill flagging rows
* whose status was set manually and has no backing interest. These are
* the candidates for the catch-up wizard - the rep flipped a berth to
* "Under Offer" or "Sold" without ever creating the matching deal.
* Chip beside the status pill flagging a manually-pinned status (wins over
* automatic derivation). Two variants:
* - 'catchup' (amber): manual AND no backing interest - a candidate for the
* catch-up wizard (rep flipped to Under Offer/Sold without a matching deal).
* - 'pinned' (slate + lock): manual WITH a backing deal - a deliberate pin.
*/
function ManualBadge() {
function ManualBadge({ variant }: { variant: 'catchup' | 'pinned' }) {
if (variant === 'catchup') {
return (
<span
className="inline-flex items-center rounded-full border border-amber-300 bg-amber-50 px-1.5 py-0.5 text-xs font-medium uppercase tracking-wide text-amber-800"
title="Status set manually with no backing interest - needs catch-up"
>
Manual
</span>
);
}
return (
<span
className="inline-flex items-center rounded-full border border-amber-300 bg-amber-50 px-1.5 py-0.5 text-xs font-medium uppercase tracking-wide text-amber-800"
title="Status set manually with no backing interest - needs catch-up"
className="inline-flex items-center gap-1 rounded-full border border-slate-300 bg-slate-100 px-1.5 py-0.5 text-xs font-medium text-slate-700"
title="Status pinned manually - wins over automatic derivation"
>
<Lock className="h-3 w-3" aria-hidden />
Manual
</span>
);
@@ -326,11 +338,12 @@ export const berthColumns: ColumnDef<BerthRow, unknown>[] = [
header: 'Status',
cell: ({ row }) => {
const r = row.original;
const isManualUnreconciled = r.statusOverrideMode === 'manual' && !r.latestInterestStage;
const isManual = r.statusOverrideMode === 'manual';
const isManualUnreconciled = isManual && !r.latestInterestStage;
return (
<div className="inline-flex items-center gap-1.5">
<StatusBadge status={r.status} />
{isManualUnreconciled ? <ManualBadge /> : null}
{isManual ? <ManualBadge variant={isManualUnreconciled ? 'catchup' : 'pinned'} /> : null}
</div>
);
},

View File

@@ -1,8 +1,8 @@
'use client';
import { useState } from 'react';
import { Check, ChevronsUpDown, Pencil, RefreshCw } from 'lucide-react';
import { useQuery, useQueryClient } from '@tanstack/react-query';
import { Check, ChevronsUpDown, Lock, Pencil, RefreshCw, RotateCcw } from 'lucide-react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { toast } from 'sonner';
import { useForm } from 'react-hook-form';
import { zodResolver } from '@hookform/resolvers/zod';
@@ -84,6 +84,12 @@ export type BerthDetailData = {
berthApproved: boolean | null;
statusLastChangedReason: string | null;
statusLastModified: string | null;
/** 'manual' = a human pinned this status (wins over derived signals);
* 'automated' = set by the rules engine; null = pure derived. */
statusOverrideMode: string | null;
/** Pipeline stage of the most recent active interest on this berth, if any.
* Used to flag a manual pin that diverges from an active deal. */
latestInterestStage: string | null;
tags: Array<{ id: string; name: string; color: string }>;
};
@@ -258,9 +264,89 @@ function StatusChangeDialog({
);
}
/**
* Confirm dialog for "Reset to automatic" - drops the manual pin so the berth
* resumes derived status. A reason is required (audit trail). An optional
* `defaultReason` pre-fills the box for the one-click banner path.
*/
function ResetOverrideDialog({
berthId,
open,
onOpenChange,
defaultReason = '',
}: {
berthId: string;
open: boolean;
onOpenChange: (open: boolean) => void;
defaultReason?: string;
}) {
const queryClient = useQueryClient();
const [reason, setReason] = useState(defaultReason);
const resetMutation = useMutation({
mutationFn: () =>
apiFetch(`/api/v1/berths/${berthId}/status/reset`, {
method: 'POST',
body: { reason: reason.trim() || 'Resumed automatic status' },
}),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['berths'] });
queryClient.invalidateQueries({ queryKey: ['berth', berthId] });
toast.success('Berth reset to automatic status');
onOpenChange(false);
},
onError: (err) => toastError(err),
});
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>Reset to automatic status</DialogTitle>
</DialogHeader>
<div className="space-y-3">
<p className="text-sm text-muted-foreground">
This removes the manual pin so the berth&apos;s public status is governed by its
interests and tenancies again. The displayed status may change immediately.
</p>
<div className="space-y-2">
<Label>Reason *</Label>
<Textarea
value={reason}
onChange={(e) => setReason(e.target.value)}
placeholder="Why are you dropping the manual pin?"
rows={3}
/>
</div>
</div>
<DialogFooter className="gap-2">
<Button variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button
onClick={() => resetMutation.mutate()}
disabled={resetMutation.isPending || reason.trim().length === 0}
>
Reset to automatic
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}
export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
const [editOpen, setEditOpen] = useState(false);
const [statusOpen, setStatusOpen] = useState(false);
const [resetOpen, setResetOpen] = useState(false);
const isManualPin = berth.statusOverrideMode === 'manual';
// Divergence the rep should resolve: a berth manually pinned "Available"
// that nevertheless has an active deal on it - the public map shows
// Available even though something is happening. Prompt to resume automatic
// (which derives "Under Offer" from the active specific-interest link).
const pinDivergesFromDeal =
isManualPin && berth.status === 'available' && !!berth.latestInterestStage;
return (
<>
@@ -292,6 +378,19 @@ export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
>
{STATUS_LABELS[berth.status] ?? berth.status}
</StatusPill>
{isManualPin && (
<span
className="inline-flex items-center gap-1 rounded-full border border-slate-300 bg-slate-100 px-2 py-0.5 text-xs font-medium text-slate-700"
title={
berth.statusLastChangedReason
? `Manually set status (wins over automatic). Reason: ${berth.statusLastChangedReason}`
: 'Manually set status - wins over automatic derivation'
}
>
<Lock className="h-3 w-3" aria-hidden />
Manual
</span>
)}
</div>
<div className="flex flex-wrap items-center gap-2 sm:shrink-0">
@@ -300,6 +399,12 @@ export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
<RefreshCw className="mr-1.5 h-4 w-4" aria-hidden />
Change Status
</Button>
{isManualPin && (
<Button variant="outline" size="sm" onClick={() => setResetOpen(true)}>
<RotateCcw className="mr-1.5 h-4 w-4" aria-hidden />
Reset to automatic
</Button>
)}
<Button size="sm" onClick={() => setEditOpen(true)}>
<Pencil className="mr-1.5 h-4 w-4" aria-hidden />
Edit
@@ -309,6 +414,26 @@ export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
</div>
</DetailHeaderStrip>
{pinDivergesFromDeal && (
<PermissionGate resource="berths" action="edit">
<div className="mt-2 flex flex-col gap-2 rounded-lg border border-amber-300 bg-amber-50 px-4 py-3 text-sm text-amber-900 sm:flex-row sm:items-center sm:justify-between">
<span>
This berth is manually pinned <strong>Available</strong>, but it has an active deal.
The public map will keep showing Available until you reset it.
</span>
<Button
size="sm"
variant="outline"
className="shrink-0 border-amber-400 bg-white hover:bg-amber-100"
onClick={() => setResetOpen(true)}
>
<RotateCcw className="mr-1.5 h-4 w-4" aria-hidden />
Reset to automatic
</Button>
</div>
</PermissionGate>
)}
<BerthForm berth={berth} open={editOpen} onOpenChange={setEditOpen} />
<StatusChangeDialog
@@ -317,6 +442,13 @@ export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
open={statusOpen}
onOpenChange={setStatusOpen}
/>
<ResetOverrideDialog
berthId={berth.id}
open={resetOpen}
onOpenChange={setResetOpen}
defaultReason={pinDivergesFromDeal ? 'Resumed automatic status - active deal present' : ''}
/>
</>
);
}