feat(client-archive): bulk-archive wizard with per-high-stakes confirmation

Replaces the single window.confirm() with a 3-stage wizard:
- preflight: counts auto/needs-reason/blocked (POST /bulk-archive-preflight)
- reasons: carousel through high-stakes clients capturing per-client
  reason (≥5 chars) — bulk endpoint accepts reasonsByClientId map
- confirm: shows the final archivable count and submits

Low-stakes still auto-archives with safe defaults; blocked clients
are skipped with a per-row reason in the preflight summary.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-06 19:29:17 +02:00
parent 70105715a7
commit 7274baf1e1
4 changed files with 404 additions and 14 deletions

View File

@@ -0,0 +1,68 @@
import { NextResponse } from 'next/server';
import { z } from 'zod';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { parseBody } from '@/lib/api/route-helpers';
import { getClientArchiveDossier } from '@/lib/services/client-archive-dossier.service';
import { errorResponse } from '@/lib/errors';
const bodySchema = z.object({
ids: z.array(z.string().min(1)).min(1).max(100),
});
interface PreflightItem {
clientId: string;
fullName: string;
stakeLevel: 'low' | 'high';
highStakesStage: string | null;
blockers: string[];
summary: { berths: number; yachts: number; reservations: number; signedDocs: number };
}
/**
* Preflight check for the bulk-archive wizard. Returns the per-client
* stake level + a small summary so the UI can:
* - count how many will auto-archive
* - cycle through high-stakes clients to capture per-client reasons
* - surface blockers (e.g. "has unpaid invoices") for the operator
*/
export const POST = withAuth(
withPermission('clients', 'delete', async (req, ctx) => {
try {
const { ids } = await parseBody(req, bodySchema);
const items: PreflightItem[] = [];
for (const id of ids) {
try {
const d = await getClientArchiveDossier(id, ctx.portId);
items.push({
clientId: d.client.id,
fullName: d.client.fullName,
stakeLevel: d.stakeLevel,
highStakesStage: d.highStakesStage,
blockers: d.blockers,
summary: {
berths: d.berths.length,
yachts: d.yachts.length,
reservations: d.reservations.length,
signedDocs: d.documents.filter(
(doc) => doc.status === 'completed' || doc.status === 'signed',
).length,
},
});
} catch (err) {
items.push({
clientId: id,
fullName: '(unknown)',
stakeLevel: 'low',
highStakesStage: null,
blockers: [err instanceof Error ? err.message : 'Failed to load dossier'],
summary: { berths: 0, yachts: 0, reservations: 0, signedDocs: 0 },
});
}
}
return NextResponse.json({ data: items });
} catch (error) {
return errorResponse(error);
}
}),
);

View File

@@ -20,6 +20,10 @@ const bulkSchema = z.discriminatedUnion('action', [
z.object({
action: z.literal('archive'),
ids: z.array(z.string().min(1)).min(1).max(100),
/** When provided, lifts the high-stakes block on listed clients
* individually. The bulk-archive wizard collects these from the
* operator one client at a time. Reasons must be ≥5 characters. */
reasonsByClientId: z.record(z.string(), z.string().min(5).max(2000)).optional(),
}),
z.object({
action: z.literal('add_tag'),
@@ -59,18 +63,21 @@ export const POST = withAuth(async (req, ctx) => {
userAgent: ctx.userAgent,
};
const reasonsByClientId = body.action === 'archive' ? (body.reasonsByClientId ?? {}) : {};
const { results, summary } = await runBulk(body.ids, async (id) => {
if (body.action === 'archive') {
// Bulk archive uses the smart-archive backend with sensible
// low-stakes defaults: release available/under-offer berths,
// retain sold ones, cancel active reservations, leave invoices,
// leave Documenso envelopes pending. High-stakes clients are
// refused — the operator must use the single-client smart dialog
// for those (which captures the per-client reason + decisions).
// leave Documenso envelopes pending. High-stakes clients require
// a per-client reason supplied via reasonsByClientId; the bulk-
// archive wizard captures these one at a time before submitting.
const dossier = await getClientArchiveDossier(id, ctx.portId);
if (dossier.stakeLevel === 'high') {
const perClientReason = reasonsByClientId[id];
if (dossier.stakeLevel === 'high' && !perClientReason) {
throw new Error(
`Client at ${dossier.highStakesStage} requires individual archive (open the client to confirm + supply a reason).`,
`Client at ${dossier.highStakesStage} requires a per-client reason; supply one in reasonsByClientId.`,
);
}
if (dossier.blockers.length > 0) {
@@ -79,10 +86,11 @@ export const POST = withAuth(async (req, ctx) => {
const hasSignedDocs = dossier.documents.some(
(d) => d.status === 'completed' || d.status === 'signed',
);
const reason = perClientReason ?? 'Bulk archive (low-stakes auto-mode)';
await archiveClientWithDecisions({
dossier,
decisions: {
reason: 'Bulk archive (low-stakes auto-mode)',
reason,
acknowledgedSignedDocuments: hasSignedDocs,
berthDecisions: dossier.berths.map((b) => ({
berthId: b.berthId,