The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
98 lines
3.8 KiB
TypeScript
98 lines
3.8 KiB
TypeScript
import { redirect } from 'next/navigation';
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import { Anchor } from 'lucide-react';
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import type { Metadata } from 'next';
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import { getPortalSession } from '@/lib/portal/auth';
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import { getClientInterests } from '@/lib/services/portal.service';
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import { Badge } from '@/components/ui/badge';
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import { stageLabel, safeStage, type PipelineStage } from '@/lib/constants';
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export const metadata: Metadata = { title: 'Interests' };
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const STAGE_VARIANT: Record<PipelineStage, 'default' | 'secondary' | 'destructive' | 'outline'> = {
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open: 'secondary',
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details_sent: 'secondary',
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in_communication: 'default',
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eoi_sent: 'default',
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eoi_signed: 'default',
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deposit_10pct: 'default',
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contract_sent: 'default',
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contract_signed: 'default',
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completed: 'outline',
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};
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export default async function PortalInterestsPage() {
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const session = await getPortalSession();
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if (!session) redirect('/portal/login');
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const interests = await getClientInterests(session.clientId, session.portId);
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return (
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<div className="space-y-6">
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<div>
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<h1 className="text-2xl font-semibold text-gray-900">Berth Interests</h1>
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<p className="text-sm text-gray-500 mt-1">Your berth enquiries and applications</p>
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</div>
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{interests.length === 0 ? (
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<div className="bg-white rounded-lg border p-12 text-center">
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<Anchor className="h-10 w-10 text-gray-300 mx-auto mb-3" />
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<p className="text-gray-500 font-medium">No interests on file</p>
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<p className="text-sm text-gray-400 mt-1">
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Contact your port representative to discuss available berths.
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</p>
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</div>
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) : (
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<div className="space-y-3">
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{interests.map((interest) => (
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<div key={interest.id} className="bg-white rounded-lg border p-5">
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<div className="flex items-start justify-between gap-4">
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-1">
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{interest.berthMooringNumber ? (
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<span className="font-medium text-gray-900">
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Berth {interest.berthMooringNumber}
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</span>
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) : (
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<span className="font-medium text-gray-900">General Interest</span>
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)}
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{interest.berthArea && (
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<span className="text-sm text-gray-400">— {interest.berthArea}</span>
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)}
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</div>
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{interest.leadCategory && (
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<p className="text-sm text-gray-500 capitalize">
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{interest.leadCategory.replace(/_/g, ' ')}
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</p>
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)}
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<div className="flex flex-wrap gap-2 mt-2 text-xs text-gray-400">
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{interest.dateFirstContact && (
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<span>
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First contact:{' '}
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{new Date(interest.dateFirstContact).toLocaleDateString('en-US', {
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year: 'numeric',
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month: 'short',
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day: 'numeric',
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})}
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</span>
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)}
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{interest.eoiStatus && (
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<span>EOI: {interest.eoiStatus.replace(/_/g, ' ')}</span>
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)}
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{interest.contractStatus && (
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<span>Contract: {interest.contractStatus.replace(/_/g, ' ')}</span>
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)}
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</div>
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</div>
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<Badge variant={STAGE_VARIANT[safeStage(interest.pipelineStage)]}>
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{stageLabel(interest.pipelineStage)}
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</Badge>
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</div>
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</div>
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))}
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</div>
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)}
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</div>
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);
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}
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