Files
pn-new-crm/src/lib/vocabularies.ts
Matt 221ae5784e chore(autonomous-session): consolidate uncommitted work from prior session
Bundles the prior autonomous-session output that was sitting unstaged:

- Em-dash sweep across src/ + tests/ (en-dash/em-dash to hyphen, ~2280 instances)
- country-flag-icons rollout (CountryFlag component, replaces emoji glyphs that
  never rendered on Windows; lazy-loads the 3x2 SVG index as a single chunk
  after the per-subpath dynamic-import approach silently failed in webpack)
- Admin IA Phase 1+2: 7-domain regroup, 41 to 38 pages, /admin/berths index,
  redirects (ocr to ai, reports to dashboard, invitations to users),
  docs/admin-ia-proposal.md
- Per-template email tester (registry + endpoint + UI on Email admin page)
- Cancel-document mode picker (delete-from-Documenso vs keep-for-audit)
- Dashboard PDF report: 25 widgets, SVG charts, date-range picker, 11 resolvers
- Customize-widgets per-region sortables at xl+ (charts/rails/feed); single
  flat sortable below xl when the layout stacks; per-viewport saved orders
- Audit doc updates capturing each shipped item
- Lint fixes: react-compiler immutability in DonutChart (reduce instead of
  let-reassign), set-state-in-effect disables in CountryFlag and
  UploadForSigning preview-bytes effect, unused 'confirm' destructures in
  interest contract + reservation tabs, unescaped apostrophe in test-template
  card copy
2026-05-23 00:52:59 +02:00

163 lines
5.8 KiB
TypeScript

import {
BERTH_ACCESS_OPTIONS,
BERTH_BOLLARD_TYPES,
BERTH_CLEAT_TYPES,
BERTH_MOORING_TYPES,
BERTH_SIDE_PONTOON_OPTIONS,
DOCUMENT_TYPES,
EXPENSE_CATEGORIES,
} from '@/lib/constants';
/**
* Per-port vocabularies - pick lists that the rep team needs to be
* able to tweak without a code change. Each vocabulary is a JSON
* array of strings stored in `system_settings` keyed by
* `(port_id, key)`. The defaults below are the values the CRM
* shipped with; the admin Vocabularies page lets a port admin
* override any of them.
*
* Consumers should call {@link getVocabulary} to fetch the
* effective list (port override first, falling back to default).
* Never hardcode a vocabulary in component code - always read
* through this module so the admin page is the single source of
* truth.
*/
export type VocabularyKey =
| 'interest_temperature_levels'
| 'berth_status_change_reasons'
| 'berth_tenure_types'
| 'expense_categories'
| 'document_types'
| 'interest_outcome_statuses'
| 'berth_side_pontoon_options'
| 'berth_mooring_types'
| 'berth_cleat_types'
| 'berth_bollard_types'
| 'berth_access_options';
export interface VocabularyDef {
key: VocabularyKey;
label: string;
description: string;
/** Domain grouping for the admin page card layout. */
domain: 'Interests' | 'Berths' | 'Expenses' | 'Documents';
/** Default values shipped with the CRM. */
defaults: readonly string[];
}
export const VOCABULARIES: VocabularyDef[] = [
// ─── Interests ─────────────────────────────────────────────────────────────
{
key: 'interest_temperature_levels',
label: 'Interest temperatures',
description:
'Heat-level pills shown on each interest card. The first entry is treated as the highest urgency in lists and reports.',
domain: 'Interests',
defaults: ['HOT', 'WARM', 'COLD'],
},
{
key: 'interest_outcome_statuses',
label: 'Interest outcomes',
description:
'Terminal outcome labels recorded when an interest is closed. Used in reports and the lost-deal heat scorer.',
domain: 'Interests',
defaults: ['won', 'lost_other_marina', 'lost_unqualified', 'lost_no_response', 'cancelled'],
},
// ─── Berths ────────────────────────────────────────────────────────────────
{
key: 'berth_status_change_reasons',
label: 'Berth status-change reasons',
description:
'Quick-pick chips shown in the status-change dialog when a berth is moved to Sold / Under Offer.',
domain: 'Berths',
defaults: [
'Sold to existing prospect',
'Sold to walk-in',
'Reserved pending deposit',
'Returned to inventory',
'Owner withdrew',
],
},
{
key: 'berth_tenure_types',
label: 'Berth tenure types',
description: 'Ownership / lease structure displayed on berth detail.',
domain: 'Berths',
defaults: ['permanent', 'fixed_term'],
},
{
key: 'berth_side_pontoon_options',
label: 'Side-pontoon configurations',
description: 'Options for the Side Pontoon dropdown on the berth form.',
domain: 'Berths',
defaults: [...BERTH_SIDE_PONTOON_OPTIONS],
},
{
key: 'berth_mooring_types',
label: 'Mooring types',
description: 'Mooring-type options on the berth form.',
domain: 'Berths',
defaults: [...BERTH_MOORING_TYPES],
},
{
key: 'berth_cleat_types',
label: 'Cleat types',
description: 'Hardware tiers used in the berth spec form.',
domain: 'Berths',
defaults: [...BERTH_CLEAT_TYPES],
},
{
key: 'berth_bollard_types',
label: 'Bollard types',
description: 'Bollard hardware options on the berth spec form.',
domain: 'Berths',
defaults: [...BERTH_BOLLARD_TYPES],
},
{
key: 'berth_access_options',
label: 'Access modes',
description: 'Vehicle access options shown on the berth spec form.',
domain: 'Berths',
defaults: [...BERTH_ACCESS_OPTIONS],
},
// ─── Expenses ──────────────────────────────────────────────────────────────
{
key: 'expense_categories',
label: 'Expense categories',
description: 'Category dropdown on the expense form. Drives the expense PDF group-by-category.',
domain: 'Expenses',
defaults: [...EXPENSE_CATEGORIES],
},
// ─── Documents ─────────────────────────────────────────────────────────────
{
key: 'document_types',
label: 'Document types',
description: 'Type tag applied to uploaded documents and template metadata.',
domain: 'Documents',
defaults: [...DOCUMENT_TYPES],
},
];
const VOCAB_BY_KEY = new Map<VocabularyKey, VocabularyDef>(VOCABULARIES.map((v) => [v.key, v]));
export function getVocabularyDef(key: VocabularyKey): VocabularyDef {
const def = VOCAB_BY_KEY.get(key);
if (!def) throw new Error(`Unknown vocabulary key: ${key}`);
return def;
}
/**
* Resolve the effective vocabulary for a port - merges the port's
* override (when present) with the shipped defaults. Falls back to
* defaults when the system_settings value is missing or malformed.
*/
export function resolveVocabulary(key: VocabularyKey, override: unknown): readonly string[] {
const def = getVocabularyDef(key);
if (!Array.isArray(override)) return def.defaults;
const cleaned = override.filter((v): v is string => typeof v === 'string' && v.trim().length > 0);
return cleaned.length > 0 ? cleaned : def.defaults;
}