feat(externally-signed): mark contract/reservation as signed without file
Step 4 second slice. Adds the "Mark as signed without file" action to
contract + reservation tabs per PRE-DEPLOY-PLAN § 1.5.14.
Service: `markExternallySigned(interestId, portId, docType, reason)`
flips the relevant doc-status column ('contract_doc_status' /
'reservation_doc_status' / 'eoi_doc_status') to 'signed', writes an
audit log entry with `metadata.type='externally_signed'` capturing
the optional reason, and fires the appropriate berth-rule trigger
(eoi_signed / contract_signed) so downstream automation (berth
status flips, notifications) treats it identically to a Documenso-
signed completion.
Route: POST /api/v1/interests/[id]/mark-externally-signed gated on
interests.edit. Validates docType against the canonical 3-value enum.
UI: <MarkExternallySignedDialog> AlertDialog with optional reason
textarea + per-docType copy. Wired into EmptyContractState and
EmptyReservationState empty-state buttons. The action sits alongside
"Upload draft for signing" and "Upload paper-signed copy" as a third
option for reps whose canonical paper lives elsewhere.
EOI not yet wired into a UI surface — the eoi flow already has a
full upload pipeline. Service supports it for completeness.
Followup: quick brochure/PDF download buttons + per-user reminder
digest schedule still pending in Step 4 backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -19,6 +19,7 @@ import { Badge } from '@/components/ui/badge';
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import { Button } from '@/components/ui/button';
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import { Skeleton } from '@/components/ui/skeleton';
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import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
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import { MarkExternallySignedDialog } from '@/components/interests/mark-externally-signed-dialog';
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import { SigningProgress } from '@/components/documents/signing-progress';
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import { UploadForSigningDialog } from '@/components/documents/upload-for-signing-dialog';
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import { apiFetch } from '@/lib/api/client';
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@@ -91,6 +92,7 @@ export function InterestContractTab({ interestId, clientId: _clientId }: Interes
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const portSlug = useUIStore((s) => s.currentPortSlug);
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const [uploadSignedOpen, setUploadSignedOpen] = useState(false);
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const [uploadForSigningOpen, setUploadForSigningOpen] = useState(false);
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const [markExternalOpen, setMarkExternalOpen] = useState(false);
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const { data: docsRes, isLoading: docsLoading } = useQuery<{ data: DocumentRow[] }>({
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queryKey: ['documents', { interestId, documentType: 'contract' }],
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@@ -118,6 +120,7 @@ export function InterestContractTab({ interestId, clientId: _clientId }: Interes
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<EmptyContractState
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onUploadSigned={() => setUploadSignedOpen(true)}
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onUploadForSigning={() => setUploadForSigningOpen(true)}
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onMarkExternal={() => setMarkExternalOpen(true)}
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/>
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)}
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@@ -181,6 +184,17 @@ export function InterestContractTab({ interestId, clientId: _clientId }: Interes
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documentType="contract"
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/>
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)}
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{/* "Mark as signed externally" — flips the contract doc-status
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to 'signed' without uploading a file. Used when the rep is
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keeping the canonical copy elsewhere and just wants the CRM
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state to reflect the close. */}
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<MarkExternallySignedDialog
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open={markExternalOpen}
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onOpenChange={setMarkExternalOpen}
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interestId={interestId}
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docType="contract"
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/>
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</div>
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);
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}
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@@ -336,9 +350,11 @@ function ActiveContractCard({
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function EmptyContractState({
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onUploadSigned,
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onUploadForSigning,
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onMarkExternal,
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}: {
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onUploadSigned: () => void;
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onUploadForSigning: () => void;
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onMarkExternal: () => void;
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}) {
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return (
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<section className="rounded-xl border border-dashed bg-muted/20 p-8 text-center">
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@@ -361,6 +377,9 @@ function EmptyContractState({
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<Upload className="size-4" aria-hidden />
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Upload paper-signed copy
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</Button>
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<Button onClick={onMarkExternal} variant="ghost" size="sm" className="gap-1.5">
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Mark as signed without file
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</Button>
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</div>
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</section>
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);
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@@ -19,6 +19,7 @@ import { Badge } from '@/components/ui/badge';
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import { Button } from '@/components/ui/button';
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import { Skeleton } from '@/components/ui/skeleton';
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import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
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import { MarkExternallySignedDialog } from '@/components/interests/mark-externally-signed-dialog';
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import { SigningProgress } from '@/components/documents/signing-progress';
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import { UploadForSigningDialog } from '@/components/documents/upload-for-signing-dialog';
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import { apiFetch } from '@/lib/api/client';
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@@ -94,6 +95,7 @@ export function InterestReservationTab({
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const portSlug = useUIStore((s) => s.currentPortSlug);
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const [uploadSignedOpen, setUploadSignedOpen] = useState(false);
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const [uploadForSigningOpen, setUploadForSigningOpen] = useState(false);
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const [markExternalOpen, setMarkExternalOpen] = useState(false);
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const { data: docsRes, isLoading: docsLoading } = useQuery<{ data: DocumentRow[] }>({
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queryKey: ['documents', { interestId, documentType: 'reservation_agreement' }],
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@@ -119,6 +121,7 @@ export function InterestReservationTab({
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/>
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) : (
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<EmptyReservationState
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onMarkExternal={() => setMarkExternalOpen(true)}
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onUploadSigned={() => setUploadSignedOpen(true)}
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onUploadForSigning={() => setUploadForSigningOpen(true)}
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/>
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@@ -181,6 +184,13 @@ export function InterestReservationTab({
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documentType="reservation_agreement"
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/>
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)}
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<MarkExternallySignedDialog
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open={markExternalOpen}
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onOpenChange={setMarkExternalOpen}
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interestId={interestId}
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docType="reservation"
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/>
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</div>
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);
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}
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@@ -336,9 +346,11 @@ function ActiveReservationCard({
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function EmptyReservationState({
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onUploadSigned,
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onUploadForSigning,
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onMarkExternal,
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}: {
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onUploadSigned: () => void;
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onUploadForSigning: () => void;
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onMarkExternal: () => void;
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}) {
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return (
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<section className="rounded-xl border border-dashed bg-muted/20 p-8 text-center">
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@@ -361,6 +373,9 @@ function EmptyReservationState({
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<Upload className="size-4" aria-hidden />
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Upload paper-signed copy
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</Button>
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<Button onClick={onMarkExternal} variant="ghost" size="sm" className="gap-1.5">
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Mark as signed without file
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</Button>
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</div>
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</section>
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);
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127
src/components/interests/mark-externally-signed-dialog.tsx
Normal file
127
src/components/interests/mark-externally-signed-dialog.tsx
Normal file
@@ -0,0 +1,127 @@
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'use client';
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/**
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* Confirms a "mark as signed externally without file" action on an
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* interest's contract / reservation / EOI sub-status. Used by the
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* relevant interest tabs when the rep has paper or a digital copy
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* filed elsewhere and doesn't want to duplicate-store it in the CRM
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* just to flip the doc-status forward.
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*
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* The action is destructive in the sense that downstream berth-rules
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* fire (eoi_signed / contract_signed triggers), so a confirmation
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* step + optional reason capture is required.
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*/
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import { useState } from 'react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { Loader2 } from 'lucide-react';
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import { toast } from 'sonner';
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import {
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AlertDialog,
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AlertDialogAction,
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AlertDialogCancel,
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AlertDialogContent,
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AlertDialogDescription,
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AlertDialogFooter,
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AlertDialogHeader,
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AlertDialogTitle,
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} from '@/components/ui/alert-dialog';
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import { Label } from '@/components/ui/label';
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import { Textarea } from '@/components/ui/textarea';
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import { apiFetch } from '@/lib/api/client';
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import { toastError } from '@/lib/api/toast-error';
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type DocType = 'eoi' | 'reservation' | 'contract';
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const LABELS: Record<DocType, { title: string; description: string }> = {
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eoi: {
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title: 'Mark EOI as signed externally?',
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description:
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'Flips the EOI sub-status to "signed" without uploading a file. Audit log captures who marked it + your reason. If a file turns up later, you can still upload it via the regular flow.',
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},
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reservation: {
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title: 'Mark reservation as signed externally?',
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description:
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'Flips the reservation sub-status to "signed" without uploading a file. Audit log captures who marked it + your reason.',
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},
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contract: {
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title: 'Mark contract as signed externally?',
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description:
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'Flips the contract sub-status to "signed" without uploading a file. The contract-signed berth-rule fires automatically (you can disable in admin/berth-rules).',
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},
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};
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export function MarkExternallySignedDialog({
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open,
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onOpenChange,
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interestId,
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docType,
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onSuccess,
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}: {
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open: boolean;
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onOpenChange: (o: boolean) => void;
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interestId: string;
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docType: DocType;
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onSuccess?: () => void;
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}) {
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const [reason, setReason] = useState('');
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const qc = useQueryClient();
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const labels = LABELS[docType];
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const mutation = useMutation({
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mutationFn: async () => {
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await apiFetch(`/api/v1/interests/${interestId}/mark-externally-signed`, {
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method: 'POST',
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body: { docType, reason: reason.trim() || undefined },
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});
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},
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onSuccess: () => {
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toast.success(`Marked ${docType} as signed externally`);
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qc.invalidateQueries({ queryKey: ['interest', interestId] });
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qc.invalidateQueries({ queryKey: ['interests'] });
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qc.invalidateQueries({ queryKey: ['documents'] });
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onOpenChange(false);
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onSuccess?.();
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},
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onError: (e) => toastError(e),
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});
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return (
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<AlertDialog open={open} onOpenChange={onOpenChange}>
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<AlertDialogContent>
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<AlertDialogHeader>
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<AlertDialogTitle>{labels.title}</AlertDialogTitle>
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<AlertDialogDescription>{labels.description}</AlertDialogDescription>
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</AlertDialogHeader>
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<div className="space-y-2">
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<Label htmlFor="mes-reason">Reason (optional)</Label>
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<Textarea
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id="mes-reason"
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rows={3}
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placeholder="e.g. paper signed in-office; scan filed in shared drive"
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value={reason}
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onChange={(e) => setReason(e.target.value.slice(0, 2000))}
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/>
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</div>
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<AlertDialogFooter>
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<AlertDialogCancel disabled={mutation.isPending}>Cancel</AlertDialogCancel>
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<AlertDialogAction
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disabled={mutation.isPending}
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onClick={(e) => {
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e.preventDefault();
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mutation.mutate();
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}}
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>
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{mutation.isPending ? (
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<Loader2 className="size-4 animate-spin" aria-hidden />
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) : (
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'Mark as signed'
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)}
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</AlertDialogAction>
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</AlertDialogFooter>
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</AlertDialogContent>
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</AlertDialog>
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);
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}
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