Files
pn-new-crm/src/components/admin/onboarding-banner.tsx
Matt 14ae41d0fa feat(uat-b1): ship Wave A-E of Bucket 1 audit findings
Wave A (Interest+EOI form quick wins):
- Auto-select yacht after inline-create from interest form
- EOI generate dialog: "View EOI" action toast
- Interest form berth picker: formatBerthRange compact label
- Remove "Generate EOI" button from Documents tab (clean removal)
- Interest auto-assign: only sales_agent/sales_manager auto-claim
  ownership on create (explicit role check via user_port_roles join)
- LinkedBerthRowItem dims: drop "D" suffix + "L × W" format
- ExternalEoiUploadDialog: prefillSignatories prop threaded from
  active EOI signers
- EOI signature progress on Overview milestone card footer

Wave B (a11y + i18n sweeps):
- aria-live on supplemental-info error state
- text-[10px] -> text-xs in client-pipeline-summary
- Currency formatter: locale default removed (Intl uses runtime)
- en-US/en-GB hardcoded toLocaleString swept across 13 components

Wave C (Primary berth always in EOI bundle):
- Service guard strengthened on update path
- Migration 0083 backfills historical primary rows

Wave D (Onboarding super_admin discoverability):
- /api/v1/admin/onboarding/status endpoint + shared service
- Topbar OnboardingBanner (super_admin, session-dismissible)
- OnboardingTile dashboard widget (rail group, self-hides at 100%)
- Celebration toast + invalidate of shared status on last tick

Wave E (Branded post-completion email idempotency):
- Verified handleDocumentCompleted already owns the email fan-out
- Added regression test for the polling path + idempotency

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 03:40:37 +02:00

96 lines
3.3 KiB
TypeScript

'use client';
import { useState } from 'react';
import Link from 'next/link';
import { useParams } from 'next/navigation';
import { X, Sparkles, ChevronRight } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { usePermissions } from '@/hooks/use-permissions';
import { useOnboardingStatus } from '@/hooks/use-onboarding-status';
import { cn } from '@/lib/utils';
const DISMISS_STORAGE_KEY = 'pn-crm.onboarding-banner-dismissed';
function getInitialDismissed(): boolean {
if (typeof window === 'undefined') return false;
return sessionStorage.getItem(DISMISS_STORAGE_KEY) === '1';
}
/**
* Topbar banner nudging super_admins to finish onboarding while the
* checklist is incomplete. Renders nothing for non-super-admin roles and
* disappears for everyone once the checklist hits 100%.
*
* Dismissible per browser session — flag stored in sessionStorage so it
* comes back on next sign-in (we want it visible until they actually
* finish, not just clicked-away forever).
*/
export function OnboardingBanner() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { isSuperAdmin } = usePermissions();
const { data, isLoading } = useOnboardingStatus({ enabled: isSuperAdmin });
const [dismissed, setDismissed] = useState(getInitialDismissed);
if (!isSuperAdmin || isLoading || !data) return null;
if (data.isComplete) return null;
if (dismissed) return null;
if (!portSlug) return null;
const next = data.nextStep;
return (
<div
className={cn(
'flex items-center justify-between gap-3 border-b border-amber-200 bg-amber-50 px-4 py-2 text-sm text-amber-900',
'dark:border-amber-900/40 dark:bg-amber-950/30 dark:text-amber-100',
)}
role="status"
>
<div className="flex min-w-0 items-center gap-2">
<Sparkles className="size-4 shrink-0" aria-hidden />
<span className="truncate">
<strong>Setup is {data.percent}% complete</strong>. {data.completed} of {data.total} steps
done.{' '}
{next ? (
<>
Next:{' '}
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/admin/${next.href}` as any}
className="font-medium underline-offset-2 hover:underline"
>
{next.label}
</Link>
</>
) : null}
</span>
</div>
<div className="flex shrink-0 items-center gap-1">
<Button asChild size="sm" variant="ghost" className="h-7 px-2 text-xs">
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/admin/onboarding` as any}
>
View checklist
<ChevronRight className="ml-0.5 size-3" aria-hidden />
</Link>
</Button>
<Button
type="button"
size="icon"
variant="ghost"
className="h-7 w-7"
aria-label="Dismiss onboarding banner"
onClick={() => {
sessionStorage.setItem(DISMISS_STORAGE_KEY, '1');
setDismissed(true);
}}
>
<X className="size-3.5" aria-hidden />
</Button>
</div>
</div>
);
}