feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -76,10 +76,11 @@ const STATUS_PILL_MAP: Record<string, StatusPillStatus> = {
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interface DocumentsHubProps {
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portSlug: string;
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initialTab?: DocumentsHubTab;
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}
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export function DocumentsHub({ portSlug }: DocumentsHubProps) {
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const [tab, setTab] = useState<DocumentsHubTab>('all');
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export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps) {
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const [tab, setTab] = useState<DocumentsHubTab>(initialTab);
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const [search, setSearch] = useState('');
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const [typeFilter, setTypeFilter] = useState<string>('all');
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const [signatureOnly, setSignatureOnly] = useState(true);
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@@ -2,43 +2,30 @@
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import { useState } from 'react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { Pencil, Archive, RotateCcw, TrendingUp } from 'lucide-react';
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import { Pencil, Archive, RotateCcw, Trophy, XCircle, RefreshCcw } from 'lucide-react';
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import Link from 'next/link';
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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 { TagBadge } from '@/components/shared/tag-badge';
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import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
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import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { InterestForm } from '@/components/interests/interest-form';
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import { InterestStagePicker } from '@/components/interests/interest-stage-picker';
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import { InlineStagePicker } from '@/components/interests/inline-stage-picker';
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import { InterestOutcomeDialog } from '@/components/interests/interest-outcome-dialog';
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import { apiFetch } from '@/lib/api/client';
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import { cn } from '@/lib/utils';
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const STAGE_LABELS: Record<string, string> = {
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open: 'Open',
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details_sent: 'Details Sent',
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in_communication: 'In Communication',
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visited: 'Visited',
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signed_eoi_nda: 'Signed EOI/NDA',
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deposit_10pct: 'Deposit 10%',
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contract: 'Contract',
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completed: 'Completed',
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};
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const STAGE_COLORS: Record<string, string> = {
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open: 'bg-slate-100 text-slate-700',
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details_sent: 'bg-blue-100 text-blue-700',
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in_communication: 'bg-sky-100 text-sky-700',
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visited: 'bg-violet-100 text-violet-700',
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signed_eoi_nda: 'bg-amber-100 text-amber-700',
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deposit_10pct: 'bg-orange-100 text-orange-700',
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contract: 'bg-green-100 text-green-700',
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completed: 'bg-emerald-100 text-emerald-700',
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const OUTCOME_BADGE: Record<string, { label: string; className: string }> = {
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won: { label: 'Won', className: 'bg-emerald-100 text-emerald-700' },
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lost_other_marina: { label: 'Lost — other marina', className: 'bg-rose-100 text-rose-700' },
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lost_unqualified: { label: 'Lost — unqualified', className: 'bg-rose-100 text-rose-700' },
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lost_no_response: { label: 'Lost — no response', className: 'bg-rose-100 text-rose-700' },
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cancelled: { label: 'Cancelled', className: 'bg-slate-200 text-slate-700' },
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};
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const CATEGORY_LABELS: Record<string, string> = {
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general_interest: 'General Interest',
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general_interest: 'General',
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specific_qualified: 'Specific Qualified',
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hot_lead: 'Hot Lead',
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};
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@@ -58,6 +45,8 @@ interface InterestDetailHeaderProps {
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reminderEnabled: boolean;
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reminderDays: number | null;
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archivedAt: string | null;
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outcome?: string | null;
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outcomeReason?: string | null;
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tags?: Array<{ id: string; name: string; color: string }>;
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};
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}
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@@ -66,9 +55,20 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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const queryClient = useQueryClient();
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const [editOpen, setEditOpen] = useState(false);
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const [archiveOpen, setArchiveOpen] = useState(false);
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const [stageOpen, setStageOpen] = useState(false);
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const [outcomeDialog, setOutcomeDialog] = useState<null | 'won' | 'lost'>(null);
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const isArchived = !!interest.archivedAt;
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const outcomeBadge = interest.outcome ? OUTCOME_BADGE[interest.outcome] : null;
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const isClosed = !!interest.outcome;
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const reopenMutation = useMutation({
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mutationFn: () =>
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apiFetch(`/api/v1/interests/${interest.id}/outcome`, { method: 'DELETE', body: {} }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['interests', interest.id] });
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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},
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});
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const archiveMutation = useMutation({
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mutationFn: () => apiFetch(`/api/v1/interests/${interest.id}`, { method: 'DELETE' }),
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@@ -88,13 +88,40 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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},
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});
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const meta: Array<{ key: string; node: React.ReactNode }> = [];
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if (interest.berthMooringNumber) {
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meta.push({
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key: 'berth',
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node: (
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<Link
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href={`/${portSlug}/berths/${interest.berthId}`}
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className="text-foreground hover:underline"
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>
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Berth {interest.berthMooringNumber}
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</Link>
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),
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});
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}
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if (interest.leadCategory) {
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meta.push({
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key: 'cat',
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node: <span>{CATEGORY_LABELS[interest.leadCategory] ?? interest.leadCategory}</span>,
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});
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}
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if (interest.source) {
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meta.push({
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key: 'src',
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node: <span className="capitalize">{interest.source}</span>,
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});
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}
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return (
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<>
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<DetailHeaderStrip>
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<div className="flex items-start gap-3 flex-wrap">
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<div className="flex-1 min-w-0">
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<div className="flex items-start gap-2">
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<div className="min-w-0 flex-1 space-y-1.5">
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<div className="flex items-center gap-2 flex-wrap">
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<h1 className="text-2xl font-bold text-foreground">
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<h1 className="truncate text-lg font-bold text-foreground sm:text-xl">
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{interest.clientName ?? 'Unknown Client'}
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</h1>
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{isArchived && (
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@@ -102,42 +129,52 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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Archived
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</Badge>
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)}
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<span
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className={`inline-flex items-center rounded-full px-2.5 py-0.5 text-sm font-medium ${STAGE_COLORS[interest.pipelineStage] ?? 'bg-gray-100 text-gray-700'}`}
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>
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{STAGE_LABELS[interest.pipelineStage] ?? interest.pipelineStage}
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</span>
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{outcomeBadge ? (
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<span
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className={cn(
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'inline-flex items-center rounded-full px-2.5 py-0.5 text-xs font-medium',
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outcomeBadge.className,
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)}
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title={interest.outcomeReason ?? undefined}
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>
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{outcomeBadge.label}
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</span>
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) : (
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<PermissionGate
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resource="interests"
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action="change_stage"
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fallback={
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<span className="inline-flex items-center rounded-full bg-gray-100 px-2.5 py-0.5 text-xs font-medium text-gray-700">
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{interest.pipelineStage}
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</span>
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}
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>
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<InlineStagePicker
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interestId={interest.id}
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currentStage={interest.pipelineStage}
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className="-ml-2.5"
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/>
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</PermissionGate>
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)}
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</div>
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<div className="flex items-center gap-4 mt-2 flex-wrap text-sm text-muted-foreground">
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{interest.berthMooringNumber && (
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<span>
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Berth:{' '}
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<Link
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href={`/${portSlug}/berths/${interest.berthId}`}
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className="text-foreground hover:underline"
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>
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{interest.berthMooringNumber}
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</Link>
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</span>
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)}
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{interest.leadCategory && (
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<span>
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Category:{' '}
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<span className="text-foreground">
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{CATEGORY_LABELS[interest.leadCategory] ?? interest.leadCategory}
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{meta.length > 0 ? (
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<p className="text-xs text-muted-foreground sm:text-sm">
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{meta.map((m, i) => (
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<span key={m.key}>
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{i > 0 ? (
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<span aria-hidden className="mx-1.5">
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·
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</span>
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) : null}
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{m.node}
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</span>
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</span>
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)}
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{interest.source && (
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<span>
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Source: <span className="text-foreground capitalize">{interest.source}</span>
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</span>
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)}
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</div>
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))}
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</p>
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) : null}
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{interest.tags && interest.tags.length > 0 && (
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<div className="flex flex-wrap gap-1 mt-2">
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<div className="flex flex-wrap gap-1 pt-0.5">
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{interest.tags.map((tag) => (
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<TagBadge key={tag.id} name={tag.name} color={tag.color} />
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))}
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@@ -145,52 +182,101 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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)}
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</div>
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{/* Actions */}
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<div className="flex items-center gap-2 flex-wrap">
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<PermissionGate resource="interests" action="edit">
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<Button variant="outline" size="sm" onClick={() => setEditOpen(true)}>
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<Pencil className="mr-1.5 h-3.5 w-3.5" />
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Edit
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</Button>
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</PermissionGate>
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{/* Top-right icon-only actions — no stacking, no labels eating room. */}
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<div className="flex shrink-0 items-center gap-0.5">
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<PermissionGate resource="interests" action="change_stage">
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<Button variant="outline" size="sm" onClick={() => setStageOpen(true)}>
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<TrendingUp className="mr-1.5 h-3.5 w-3.5" />
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Change Stage
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</Button>
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{isClosed ? (
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<button
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type="button"
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onClick={() => reopenMutation.mutate()}
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disabled={reopenMutation.isPending}
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aria-label="Reopen interest"
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title="Reopen interest"
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className={cn(
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'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
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'hover:bg-foreground/5 hover:text-foreground',
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'disabled:opacity-50',
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)}
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>
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<RefreshCcw className="size-4" />
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</button>
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) : (
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<>
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<button
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type="button"
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onClick={() => setOutcomeDialog('won')}
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aria-label="Mark as won"
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title="Mark as won"
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className={cn(
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'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
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'hover:bg-emerald-50 hover:text-emerald-700',
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)}
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>
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<Trophy className="size-4" />
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</button>
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<button
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type="button"
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onClick={() => setOutcomeDialog('lost')}
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aria-label="Close as lost"
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title="Close as lost"
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className={cn(
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'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
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'hover:bg-rose-50 hover:text-rose-700',
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)}
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>
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<XCircle className="size-4" />
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</button>
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</>
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)}
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</PermissionGate>
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<PermissionGate resource="interests" action="edit">
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<button
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type="button"
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onClick={() => setEditOpen(true)}
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aria-label="Edit interest"
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title="Edit interest"
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className={cn(
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'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
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'hover:bg-foreground/5 hover:text-foreground',
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)}
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>
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<Pencil className="size-4" />
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</button>
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</PermissionGate>
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<PermissionGate resource="interests" action="delete">
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<Button variant="outline" size="sm" onClick={() => setArchiveOpen(true)}>
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{isArchived ? (
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<>
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<RotateCcw className="mr-1.5 h-3.5 w-3.5" />
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Restore
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</>
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) : (
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<>
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<Archive className="mr-1.5 h-3.5 w-3.5" />
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Archive
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</>
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<button
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type="button"
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onClick={() => setArchiveOpen(true)}
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aria-label={isArchived ? 'Restore interest' : 'Archive interest'}
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title={isArchived ? 'Restore interest' : 'Archive interest'}
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className={cn(
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'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
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'hover:bg-foreground/5',
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isArchived ? 'hover:text-foreground' : 'hover:text-destructive',
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)}
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</Button>
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>
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{isArchived ? <RotateCcw className="size-4" /> : <Archive className="size-4" />}
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</button>
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</PermissionGate>
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</div>
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</div>
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</DetailHeaderStrip>
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{outcomeDialog && (
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<InterestOutcomeDialog
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interestId={interest.id}
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mode={outcomeDialog}
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open={outcomeDialog !== null}
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onOpenChange={(open) => !open && setOutcomeDialog(null)}
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/>
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)}
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<InterestForm
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open={editOpen}
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onOpenChange={setEditOpen}
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interest={interest as unknown as Parameters<typeof InterestForm>[0]['interest']}
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/>
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<InterestStagePicker
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open={stageOpen}
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onOpenChange={setStageOpen}
|
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interestId={interest.id}
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currentStage={interest.pipelineStage}
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/>
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|
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<ArchiveConfirmDialog
|
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open={archiveOpen}
|
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onOpenChange={setArchiveOpen}
|
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|
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156
src/components/interests/interest-outcome-dialog.tsx
Normal file
156
src/components/interests/interest-outcome-dialog.tsx
Normal file
@@ -0,0 +1,156 @@
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'use client';
|
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|
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import { useState } from 'react';
|
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import { useMutation, useQueryClient } from '@tanstack/react-query';
|
||||
import { Loader2, Trophy, XCircle } from 'lucide-react';
|
||||
|
||||
import { Button } from '@/components/ui/button';
|
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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 {
|
||||
Dialog,
|
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DialogContent,
|
||||
DialogFooter,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
} from '@/components/ui/dialog';
|
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import {
|
||||
Select,
|
||||
SelectContent,
|
||||
SelectItem,
|
||||
SelectTrigger,
|
||||
SelectValue,
|
||||
} from '@/components/ui/select';
|
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import { apiFetch } from '@/lib/api/client';
|
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import { type InterestOutcome } from '@/lib/validators/interests';
|
||||
|
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const OUTCOME_LABELS: Record<InterestOutcome, string> = {
|
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won: 'Won',
|
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lost_other_marina: 'Lost — went to another marina',
|
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lost_unqualified: 'Lost — unqualified',
|
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lost_no_response: 'Lost — no response',
|
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cancelled: 'Cancelled',
|
||||
};
|
||||
|
||||
const LOST_OUTCOMES: InterestOutcome[] = [
|
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'lost_other_marina',
|
||||
'lost_unqualified',
|
||||
'lost_no_response',
|
||||
'cancelled',
|
||||
];
|
||||
|
||||
interface Props {
|
||||
interestId: string;
|
||||
open: boolean;
|
||||
onOpenChange: (open: boolean) => void;
|
||||
/** Determines which outcomes are offered. 'won' opens with just the Won option preselected. */
|
||||
mode: 'won' | 'lost';
|
||||
}
|
||||
|
||||
export function InterestOutcomeDialog({ interestId, open, onOpenChange, mode }: Props) {
|
||||
const queryClient = useQueryClient();
|
||||
const choices: InterestOutcome[] = mode === 'won' ? ['won'] : LOST_OUTCOMES;
|
||||
const [outcome, setOutcome] = useState<InterestOutcome>(choices[0]!);
|
||||
const [reason, setReason] = useState('');
|
||||
|
||||
const mutation = useMutation({
|
||||
mutationFn: () =>
|
||||
apiFetch(`/api/v1/interests/${interestId}/outcome`, {
|
||||
method: 'POST',
|
||||
body: { outcome, reason: reason || undefined },
|
||||
}),
|
||||
onSuccess: () => {
|
||||
queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
|
||||
queryClient.invalidateQueries({ queryKey: ['interests'] });
|
||||
onOpenChange(false);
|
||||
setReason('');
|
||||
},
|
||||
});
|
||||
|
||||
function handleOpenChange(next: boolean) {
|
||||
if (!next) {
|
||||
setReason('');
|
||||
setOutcome(choices[0]!);
|
||||
}
|
||||
onOpenChange(next);
|
||||
}
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={handleOpenChange}>
|
||||
<DialogContent className="sm:max-w-md">
|
||||
<DialogHeader>
|
||||
<DialogTitle className="flex items-center gap-2">
|
||||
{mode === 'won' ? (
|
||||
<Trophy className="h-4 w-4 text-emerald-600" />
|
||||
) : (
|
||||
<XCircle className="h-4 w-4 text-rose-600" />
|
||||
)}
|
||||
{mode === 'won' ? 'Mark interest as won' : 'Close interest as lost'}
|
||||
</DialogTitle>
|
||||
</DialogHeader>
|
||||
|
||||
<div className="space-y-4 py-2">
|
||||
{mode === 'lost' ? (
|
||||
<div className="space-y-1">
|
||||
<Label>Reason</Label>
|
||||
<Select value={outcome} onValueChange={(v) => setOutcome(v as InterestOutcome)}>
|
||||
<SelectTrigger>
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
{LOST_OUTCOMES.map((o) => (
|
||||
<SelectItem key={o} value={o}>
|
||||
{OUTCOME_LABELS[o]}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
) : null}
|
||||
|
||||
<div className="space-y-1">
|
||||
<Label htmlFor="outcome-reason">Notes (optional)</Label>
|
||||
<Textarea
|
||||
id="outcome-reason"
|
||||
value={reason}
|
||||
onChange={(e) => setReason(e.target.value)}
|
||||
placeholder={
|
||||
mode === 'won'
|
||||
? 'Anything notable about the win? (visible in timeline + reports)'
|
||||
: 'What happened? (visible in timeline + reports)'
|
||||
}
|
||||
rows={3}
|
||||
/>
|
||||
</div>
|
||||
|
||||
<p className="text-xs text-muted-foreground">
|
||||
This will move the interest to <strong>Completed</strong> and stamp the outcome. You can
|
||||
reopen it later.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<DialogFooter>
|
||||
<Button
|
||||
variant="outline"
|
||||
onClick={() => handleOpenChange(false)}
|
||||
disabled={mutation.isPending}
|
||||
>
|
||||
Cancel
|
||||
</Button>
|
||||
<Button
|
||||
onClick={() => mutation.mutate()}
|
||||
disabled={mutation.isPending}
|
||||
className={
|
||||
mode === 'won'
|
||||
? 'bg-emerald-600 hover:bg-emerald-700'
|
||||
: 'bg-rose-600 hover:bg-rose-700'
|
||||
}
|
||||
>
|
||||
{mutation.isPending && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
||||
{mode === 'won' ? 'Mark as won' : 'Close as lost'}
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
@@ -1,8 +1,10 @@
|
||||
'use client';
|
||||
|
||||
import Link from 'next/link';
|
||||
import { useParams } from 'next/navigation';
|
||||
import { format, formatDistanceToNowStrict } from 'date-fns';
|
||||
import { useMutation, useQueryClient } from '@tanstack/react-query';
|
||||
import { CheckCircle2, Circle, FileSignature, Send, Wallet } from 'lucide-react';
|
||||
import { CheckCircle2, Circle, FileSignature, Plus, Send, Wallet } from 'lucide-react';
|
||||
|
||||
import type { DetailTab } from '@/components/shared/detail-layout';
|
||||
import { Button } from '@/components/ui/button';
|
||||
@@ -122,6 +124,8 @@ interface MilestoneSectionProps {
|
||||
status: string | null;
|
||||
onAdvance: (stage: string) => void;
|
||||
isPending: boolean;
|
||||
/** Extra nodes (e.g. "Create deposit invoice" link) rendered below the steps. */
|
||||
footer?: React.ReactNode;
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -139,6 +143,7 @@ function MilestoneSection({
|
||||
status,
|
||||
onAdvance,
|
||||
isPending,
|
||||
footer,
|
||||
}: MilestoneSectionProps) {
|
||||
const firstUnsetIdx = steps.findIndex((s) => !s.date);
|
||||
|
||||
@@ -209,6 +214,7 @@ function MilestoneSection({
|
||||
);
|
||||
})}
|
||||
</ol>
|
||||
{footer ? <div className="mt-3 border-t pt-3 text-xs">{footer}</div> : null}
|
||||
</section>
|
||||
);
|
||||
}
|
||||
@@ -220,6 +226,8 @@ function OverviewTab({
|
||||
interestId: string;
|
||||
interest: InterestTabsOptions['interest'];
|
||||
}) {
|
||||
const params = useParams<{ portSlug: string }>();
|
||||
const portSlug = params?.portSlug ?? '';
|
||||
const mutation = useInterestPatch(interestId);
|
||||
const stageMutation = useStageMutation(interestId);
|
||||
const save = (field: InterestPatchField) => async (next: string | null) => {
|
||||
@@ -271,6 +279,17 @@ function OverviewTab({
|
||||
actionLabel: 'Mark deposit received',
|
||||
},
|
||||
]}
|
||||
footer={
|
||||
!interest.dateDepositReceived ? (
|
||||
<Link
|
||||
href={`/${portSlug}/invoices/new?interestId=${interestId}&kind=deposit`}
|
||||
className="inline-flex items-center gap-1.5 text-foreground/80 hover:text-foreground"
|
||||
>
|
||||
<Plus className="size-3.5" />
|
||||
Create deposit invoice
|
||||
</Link>
|
||||
) : null
|
||||
}
|
||||
/>
|
||||
<MilestoneSection
|
||||
title="Contract"
|
||||
|
||||
@@ -12,6 +12,7 @@ import {
|
||||
Building2,
|
||||
Receipt,
|
||||
FileText,
|
||||
FileSignature,
|
||||
FolderOpen,
|
||||
Mail,
|
||||
Bell,
|
||||
@@ -97,6 +98,7 @@ function buildNavSections(portSlug: string | undefined): NavSection[] {
|
||||
marinaRequired: true,
|
||||
items: [
|
||||
{ href: `${base}/documents`, label: 'Documents', icon: FileText },
|
||||
{ href: `${base}/documents/eoi`, label: 'EOI queue', icon: FileSignature },
|
||||
{ href: `${base}/documents/files`, label: 'Files', icon: FolderOpen },
|
||||
],
|
||||
},
|
||||
|
||||
Reference in New Issue
Block a user