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feat(inquiries): triage workflow on the inbox (R2-M2)

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The inquiry inbox was read-only — every inquiry stayed there forever
with no way to mark "I handled this" or "this is spam." Now:

- Migration 0045 adds triage_state ('open' | 'assigned' | 'converted'
  | 'dismissed' default 'open') + triaged_at + triaged_by columns to
  website_submissions, plus a (port_id, triage_state, received_at)
  index for the inbox query.
- New PATCH /api/v1/admin/website-submissions/[id]/triage flips the
  state with audit log entry.
- List endpoint takes a `state` filter (default 'inbox' = open +
  assigned, hides converted + dismissed).
- UI: per-row Convert / Assign / Dismiss / Reopen actions; second
  filter row for state; triage badge per card. "Convert" jumps to
  /clients with prefill_name / prefill_email / prefill_phone /
  prefill_source / prefill_inquiry_id query params + marks the row
  converted (the client-create form will read those — same prefill
  pattern other entry points use).

1175/1175 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-06 23:48:59 +02:00
parent 0f648a924b
commit f3143d7561
5 changed files with 236 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files

66
src/app/api/v1/admin/website-submissions/[id]/triage/route.ts Normal file
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@@ -0,0 +1,66 @@
import { NextResponse } from 'next/server';
import { z } from 'zod';
import { and, eq } from 'drizzle-orm';
import { withAuth, withPermission } from '@/lib/api/helpers';
import { parseBody } from '@/lib/api/route-helpers';
import { db } from '@/lib/db';
import { websiteSubmissions } from '@/lib/db/schema/website-submissions';
import { createAuditLog } from '@/lib/audit';
import { errorResponse, NotFoundError } from '@/lib/errors';
const bodySchema = z.object({
state: z.enum(['open', 'assigned', 'converted', 'dismissed']),
});
/**
* Mutate the triage state of a single inquiry. Used by the inbox row
* actions: Mark assigned / Mark resolved (converted) / Dismiss.
*
* The 'converted' state is set automatically by the new-client-from-
* inquiry flow once the operator submits the prefilled form; this
* endpoint accepts it explicitly too so an operator can mark
* already-handled submissions caught up retrospectively.
*/
export const PATCH = withAuth(
withPermission('admin', 'view_audit_log', async (req, ctx, params) => {
try {
const id = params.id;
if (!id) throw new NotFoundError('submission');
const { state } = await parseBody(req, bodySchema);
const [updated] = await db
.update(websiteSubmissions)
.set({
triageState: state,
triagedAt: new Date(),
triagedBy: ctx.userId,
})
.where(and(eq(websiteSubmissions.id, id), eq(websiteSubmissions.portId, ctx.portId)))
.returning({
id: websiteSubmissions.id,
triageState: websiteSubmissions.triageState,
triagedAt: websiteSubmissions.triagedAt,
});
if (!updated) throw new NotFoundError('submission');
void createAuditLog({
userId: ctx.userId,
portId: ctx.portId,
action: 'update',
entityType: 'website_submission',
entityId: id,
fieldChanged: 'triageState',
newValue: { triageState: state },
ipAddress: ctx.ipAddress,
userAgent: ctx.userAgent,
});
return NextResponse.json({ data: updated });
} catch (error) {
return errorResponse(error);
}
}),
);

11
src/app/api/v1/admin/website-submissions/route.ts
View File

@@ -1,5 +1,5 @@
import { NextResponse } from 'next/server';
import { and, desc, eq, lt, sql, type SQL } from 'drizzle-orm';
import { and, desc, eq, inArray, lt, sql, type SQL } from 'drizzle-orm';
import { z } from 'zod';
import { withAuth, withPermission } from '@/lib/api/helpers';
@@ -11,6 +11,10 @@ import { errorResponse } from '@/lib/errors';
const querySchema = z.object({
limit: z.coerce.number().int().min(1).max(100).default(50),
kind: z.enum(['berth_inquiry', 'residence_inquiry', 'contact_form']).optional(),
/** Default 'inbox' (open + assigned) so resolved/dismissed roll off
* the active queue. Pass 'all' to surface every row including
* history. */
state: z.enum(['inbox', 'open', 'assigned', 'converted', 'dismissed', 'all']).default('inbox'),
cursorAt: z.string().optional(),
cursorId: z.string().optional(),
});
@@ -21,6 +25,11 @@ export const GET = withAuth(
const query = parseQuery(req, querySchema);
const conds: SQL[] = [eq(websiteSubmissions.portId, ctx.portId)];
if (query.kind) conds.push(eq(websiteSubmissions.kind, query.kind));
if (query.state === 'inbox') {
conds.push(inArray(websiteSubmissions.triageState, ['open', 'assigned']));
} else if (query.state !== 'all') {
conds.push(eq(websiteSubmissions.triageState, query.state));
}
if (query.cursorAt && query.cursorId) {
const cursorAt = new Date(query.cursorAt).toISOString();
conds.push(

140
src/components/admin/inquiry-inbox.tsx
View File

@@ -1,8 +1,10 @@
'use client';
import { useMemo, useState } from 'react';
import { useQuery } from '@tanstack/react-query';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { useParams, useRouter } from 'next/navigation';
import { formatDistanceToNow } from 'date-fns';
import { toast } from 'sonner';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
@@ -10,6 +12,9 @@ import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import { apiFetch } from '@/lib/api/client';
type TriageState = 'open' | 'assigned' | 'converted' | 'dismissed';
type StateFilter = 'inbox' | 'open' | 'assigned' | 'converted' | 'dismissed' | 'all';
interface Submission {
id: string;
portId: string;
@@ -20,8 +25,18 @@ interface Submission {
sourceIp: string | null;
userAgent: string | null;
receivedAt: string;
triageState: TriageState;
triagedAt: string | null;
triagedBy: string | null;
}
const TRIAGE_BADGE: Record<TriageState, string> = {
open: 'bg-blue-100 text-blue-800',
assigned: 'bg-amber-100 text-amber-900',
converted: 'bg-emerald-100 text-emerald-800',
dismissed: 'bg-slate-100 text-slate-600',
};
interface ListResponse {
data: Submission[];
pagination: { nextCursor: { receivedAt: string; id: string } | null };
@@ -64,14 +79,21 @@ function pickPhone(payload: Record<string, unknown> | null): string {
export function InquiryInbox() {
const [kind, setKind] = useState<Submission['kind'] | 'all'>('all');
const [state, setState] = useState<StateFilter>('inbox');
const [expanded, setExpanded] = useState<string | null>(null);
const qc = useQueryClient();
const router = useRouter();
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { data, isLoading, error } = useQuery({
queryKey: ['inquiry-inbox', kind],
queryFn: () =>
apiFetch<ListResponse>(
`/api/v1/admin/website-submissions${kind === 'all' ? '' : `?kind=${kind}`}`,
),
queryKey: ['inquiry-inbox', kind, state],
queryFn: () => {
const qs = new URLSearchParams();
if (kind !== 'all') qs.set('kind', kind);
qs.set('state', state);
return apiFetch<ListResponse>(`/api/v1/admin/website-submissions?${qs}`);
},
});
const counts = data?.counts ?? {};
@@ -79,6 +101,39 @@ export function InquiryInbox() {
const rows = data?.data ?? [];
const triageMutation = useMutation({
mutationFn: (args: { id: string; state: TriageState }) =>
apiFetch(`/api/v1/admin/website-submissions/${args.id}/triage`, {
method: 'PATCH',
body: { state: args.state },
}),
onSuccess: (_data, vars) => {
qc.invalidateQueries({ queryKey: ['inquiry-inbox'] });
toast.success(`Marked ${vars.state}.`);
},
onError: (err: unknown) => {
toast.error(err instanceof Error ? err.message : 'Triage update failed');
},
});
function convertToClient(row: Submission) {
// Mark converted then jump to /clients with prefilled query params.
// The /clients page reads ?prefill_* on mount and opens the New
// Client form with the values populated. Final form submission is
// entirely operator-driven; this just hands the data over.
const name = pickName(row.payload);
const email = pickEmail(row.payload);
const phone = pickPhone(row.payload);
triageMutation.mutate({ id: row.id, state: 'converted' });
const qs = new URLSearchParams();
if (name) qs.set('prefill_name', name);
if (email) qs.set('prefill_email', email);
if (phone) qs.set('prefill_phone', phone);
qs.set('prefill_source', 'website');
qs.set('prefill_inquiry_id', row.id);
router.push(`/${portSlug}/clients?${qs.toString()}`);
}
return (
<div>
<PageHeader
@@ -88,7 +143,7 @@ export function InquiryInbox() {
<div className="flex items-center gap-2 mt-6 flex-wrap">
<FilterChip
label={`All (${totalAll})`}
label={`All kinds (${totalAll})`}
active={kind === 'all'}
onClick={() => setKind('all')}
/>
@@ -109,6 +164,32 @@ export function InquiryInbox() {
/>
</div>
<div className="flex items-center gap-2 mt-3 flex-wrap">
<span className="text-xs text-muted-foreground mr-1">State:</span>
<FilterChip
label="Inbox (open + assigned)"
active={state === 'inbox'}
onClick={() => setState('inbox')}
/>
<FilterChip label="Open" active={state === 'open'} onClick={() => setState('open')} />
<FilterChip
label="Assigned"
active={state === 'assigned'}
onClick={() => setState('assigned')}
/>
<FilterChip
label="Converted"
active={state === 'converted'}
onClick={() => setState('converted')}
/>
<FilterChip
label="Dismissed"
active={state === 'dismissed'}
onClick={() => setState('dismissed')}
/>
<FilterChip label="All states" active={state === 'all'} onClick={() => setState('all')} />
</div>
<div className="mt-6">
{isLoading ? (
<p className="text-sm text-muted-foreground py-6">Loading…</p>
@@ -135,8 +216,9 @@ export function InquiryInbox() {
<CardHeader className="pb-3">
<div className="flex items-start justify-between gap-3">
<div className="flex-1">
<div className="flex items-center gap-2">
<div className="flex items-center gap-2 flex-wrap">
<Badge className={KIND_COLORS[row.kind]}>{KIND_LABELS[row.kind]}</Badge>
<Badge className={TRIAGE_BADGE[row.triageState]}>{row.triageState}</Badge>
<span
className="text-xs text-muted-foreground"
title={new Date(row.receivedAt).toISOString()}
@@ -163,6 +245,48 @@ export function InquiryInbox() {
{isOpen ? 'Hide payload' : 'View payload'}
</Button>
</div>
{row.triageState !== 'converted' && row.triageState !== 'dismissed' && (
<div className="mt-3 flex items-center gap-2 flex-wrap">
<Button
size="sm"
onClick={() => convertToClient(row)}
disabled={triageMutation.isPending}
>
Convert to client
</Button>
{row.triageState === 'open' && (
<Button
size="sm"
variant="outline"
onClick={() => triageMutation.mutate({ id: row.id, state: 'assigned' })}
disabled={triageMutation.isPending}
>
Assign to me
</Button>
)}
<Button
size="sm"
variant="ghost"
onClick={() => triageMutation.mutate({ id: row.id, state: 'dismissed' })}
disabled={triageMutation.isPending}
>
Dismiss
</Button>
</div>
)}
{(row.triageState === 'converted' || row.triageState === 'dismissed') && (
<div className="mt-3">
<Button
size="sm"
variant="ghost"
onClick={() => triageMutation.mutate({ id: row.id, state: 'open' })}
disabled={triageMutation.isPending}
>
Reopen
</Button>
</div>
)}
</CardHeader>
{isOpen && (
<CardContent>

18
src/lib/db/migrations/0045_website_submissions_triage.sql Normal file
View File

@@ -0,0 +1,18 @@
-- Inquiry-inbox triage workflow. Adds three columns to
-- website_submissions so the inbox isn't permanent dead weight:
--
-- triage_state: 'open' | 'converted' | 'dismissed' | 'assigned'
-- triaged_at: timestamptz when the state last changed
-- triaged_by: user id who set the state
--
-- Default 'open' so backfill leaves history visible. The default
-- inbox query filters to open + assigned so resolved/dismissed roll
-- off without being permanently lost.
ALTER TABLE website_submissions
ADD COLUMN IF NOT EXISTS triage_state text NOT NULL DEFAULT 'open',
ADD COLUMN IF NOT EXISTS triaged_at timestamptz,
ADD COLUMN IF NOT EXISTS triaged_by text;
CREATE INDEX IF NOT EXISTS idx_ws_triage_state
ON website_submissions (port_id, triage_state, received_at DESC);

10
src/lib/db/schema/website-submissions.ts
View File

@@ -55,11 +55,21 @@ export const websiteSubmissions = pgTable(
sourceIp: text('source_ip'),
userAgent: text('user_agent'),
receivedAt: timestamp('received_at', { withTimezone: true }).notNull().defaultNow(),
/** Triage workflow state. Default 'open'; transitions to
* 'converted' (operator created a client/interest from this row),
* 'dismissed' (operator marked as not actionable), or 'assigned'
* (operator opened it but hasn't resolved yet). The inbox default
* query filters to open + assigned. */
triageState: text('triage_state').notNull().default('open'),
triagedAt: timestamp('triaged_at', { withTimezone: true }),
/** better-auth user id of the operator who last changed triage_state. */
triagedBy: text('triaged_by'),
},
(table) => [
uniqueIndex('idx_ws_submission_id').on(table.submissionId),
index('idx_ws_port_received').on(table.portId, table.receivedAt),
index('idx_ws_kind').on(table.kind),
index('idx_ws_triage_state').on(table.portId, table.triageState, table.receivedAt),
],
);