From b93fdadb59b242d34aa69b690e679806e53922ec Mon Sep 17 00:00:00 2001
From: Matt <matt@letsbe.solutions>
Date: Sat, 9 May 2026 18:37:04 +0200
Subject: [PATCH] feat(berths): link prospect on status change + reason chips
 from vocabulary
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When status moves to under_offer or sold, the dialog now surfaces an
interest selector below the reason textarea. Picking an interest
passes interestId on the PATCH, which the service uses to call
setPrimaryBerth — auto-creates a primary interest_berths row if not
present, demoting any prior primary in the same transaction so the
unique partial index never fires. Cross-port leakage is blocked inside
the existing interest-berths helper.

Reasons are now offered as quick-pick chips above the textarea,
sourced from the new berth_status_change_reasons vocabulary
(Wave 5). Clicking a chip fills the textarea so reps stay on the
keyboard.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 src/components/berths/berth-detail-header.tsx | 73 ++++++++++++++++++-
 src/lib/services/berths.service.ts            |  8 ++
 src/lib/validators/berths.ts                  |  7 ++
 3 files changed, 86 insertions(+), 2 deletions(-)

diff --git a/src/components/berths/berth-detail-header.tsx b/src/components/berths/berth-detail-header.tsx
index 5c9ccdb7..a966ca61 100644
--- a/src/components/berths/berth-detail-header.tsx
+++ b/src/components/berths/berth-detail-header.tsx
@@ -2,7 +2,7 @@
 
 import { useState } from 'react';
 import { Pencil, RefreshCw } from 'lucide-react';
-import { useQueryClient } from '@tanstack/react-query';
+import { useQuery, useQueryClient } from '@tanstack/react-query';
 import { toast } from 'sonner';
 import { useForm } from 'react-hook-form';
 import { zodResolver } from '@hookform/resolvers/zod';
@@ -30,6 +30,7 @@ import { BerthForm } from './berth-form';
 import { mooringLetterDot } from './mooring-letter-tone';
 import { apiFetch } from '@/lib/api/client';
 import { toastError } from '@/lib/api/toast-error';
+import { useVocabulary } from '@/hooks/use-vocabulary';
 import { updateBerthStatusSchema, type UpdateBerthStatusInput } from '@/lib/validators/berths';
 import { BERTH_STATUSES } from '@/lib/constants';
 
@@ -87,6 +88,12 @@ const STATUS_LABELS: Record<string, string> = {
   sold: 'Sold',
 };
 
+interface InterestOption {
+  id: string;
+  clientName: string;
+  pipelineStage: string;
+}
+
 function StatusChangeDialog({
   berthId,
   currentStatus,
@@ -99,6 +106,7 @@ function StatusChangeDialog({
   onOpenChange: (open: boolean) => void;
 }) {
   const queryClient = useQueryClient();
+  const reasonChips = useVocabulary('berth_status_change_reasons');
   const {
     register,
     handleSubmit,
@@ -112,6 +120,22 @@ function StatusChangeDialog({
   });
 
   const status = watch('status');
+  const interestId = watch('interestId');
+  const showInterestPicker = status === 'under_offer' || status === 'sold';
+
+  // Active interests for this port — used to populate the prospect
+  // selector when status moves to under_offer / sold. Only fetched when
+  // the picker is actually visible to avoid an unnecessary round-trip
+  // for available-status changes.
+  const interestsQuery = useQuery<{
+    data: Array<{ id: string; clientName: string; pipelineStage: string }>;
+  }>({
+    queryKey: ['interests', 'status-link-picker'],
+    queryFn: () => apiFetch('/api/v1/interests?pageSize=200'),
+    enabled: open && showInterestPicker,
+    staleTime: 60_000,
+  });
+  const interestOptions: InterestOption[] = interestsQuery.data?.data ?? [];
 
   async function onSubmit(data: UpdateBerthStatusInput) {
     try {
@@ -121,6 +145,7 @@ function StatusChangeDialog({
       });
       queryClient.invalidateQueries({ queryKey: ['berths'] });
       queryClient.invalidateQueries({ queryKey: ['berth', berthId] });
+      queryClient.invalidateQueries({ queryKey: ['interests'] });
       toast.success('Status updated');
       reset();
       onOpenChange(false);
@@ -140,7 +165,12 @@ function StatusChangeDialog({
             <Label>New Status</Label>
             <Select
               value={status}
-              onValueChange={(v) => setValue('status', v as (typeof BERTH_STATUSES)[number])}
+              onValueChange={(v) => {
+                setValue('status', v as (typeof BERTH_STATUSES)[number]);
+                // Clear the interest pick when moving back to available so
+                // a stale value doesn't sneak through on submit.
+                if (v === 'available') setValue('interestId', undefined);
+              }}
             >
               <SelectTrigger>
                 <SelectValue />
@@ -156,8 +186,47 @@ function StatusChangeDialog({
           </div>
           <div className="space-y-2">
             <Label>Reason *</Label>
+            {reasonChips.length > 0 && (
+              <div className="flex flex-wrap gap-1.5">
+                {reasonChips.map((chip) => (
+                  <button
+                    type="button"
+                    key={chip}
+                    onClick={() => setValue('reason', chip, { shouldDirty: true })}
+                    className="rounded-full border border-muted-foreground/20 bg-muted px-2.5 py-0.5 text-xs hover:bg-accent"
+                  >
+                    {chip}
+                  </button>
+                ))}
+              </div>
+            )}
             <Textarea {...register('reason')} placeholder="Reason for status change..." rows={3} />
           </div>
+          {showInterestPicker && (
+            <div className="space-y-2">
+              <Label>Linked prospect (optional)</Label>
+              <Select
+                value={interestId ?? '__none__'}
+                onValueChange={(v) => setValue('interestId', v === '__none__' ? undefined : v)}
+              >
+                <SelectTrigger>
+                  <SelectValue placeholder="Select an interest…" />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="__none__">— No interest —</SelectItem>
+                  {interestOptions.map((opt) => (
+                    <SelectItem key={opt.id} value={opt.id}>
+                      {opt.clientName} · {opt.pipelineStage}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+              <p className="text-xs text-muted-foreground">
+                Picking an interest auto-creates a primary berth link if one doesn&apos;t already
+                exist, so the deal timeline + heat scorer attribute the change correctly.
+              </p>
+            </div>
+          )}
           <DialogFooter>
             <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
               Cancel
diff --git a/src/lib/services/berths.service.ts b/src/lib/services/berths.service.ts
index 9ca18c85..42c06a26 100644
--- a/src/lib/services/berths.service.ts
+++ b/src/lib/services/berths.service.ts
@@ -299,6 +299,14 @@ export async function updateBerthStatus(
     }),
   );
 
+  // Optional: link the chosen interest as the primary holder of this
+  // berth. Cross-port checks live inside the helper so a malicious
+  // interestId from another port can't slip past the status PATCH.
+  if (data.interestId) {
+    const { setPrimaryBerth } = await import('@/lib/services/interest-berths.service');
+    await setPrimaryBerth(data.interestId, id);
+  }
+
   return updated!;
 }
 
diff --git a/src/lib/validators/berths.ts b/src/lib/validators/berths.ts
index 9b3f198e..7a0778b1 100644
--- a/src/lib/validators/berths.ts
+++ b/src/lib/validators/berths.ts
@@ -69,6 +69,13 @@ export type UpdateBerthInput = z.infer<typeof updateBerthSchema>;
 export const updateBerthStatusSchema = z.object({
   status: z.enum(BERTH_STATUSES),
   reason: z.string().min(1, 'Reason is required'),
+  /**
+   * Optional: when status moves to under_offer or sold, the rep can pin
+   * the interest that triggered the change. We auto-create a primary
+   * interest_berths link for the chosen interest so the timeline +
+   * heat scorer attribute the deal correctly.
+   */
+  interestId: z.string().min(1).optional(),
 });
 
 export type UpdateBerthStatusInput = z.infer<typeof updateBerthStatusSchema>;