Files
pn-new-crm/src/components/interests/interest-documents-tab.tsx
Matt Ciaccio d197f8b321 feat(eoi): align prerequisites with EOI document structure
Match the gate to the actual EOI's structure (Section 2 vs Section 3) so
the rep can generate the document the moment they have what they need —
and not before.

  Required (Section 2 — top paragraph):
    - Client name
    - Client primary email
    - Client primary address

  Optional (Section 3 — left blank when absent):
    - Linked yacht (name, dimensions)
    - Linked berth (mooring number)

Previously the dialog blocked generation unless yacht AND berth were both
linked, which was overzealous — early-stage EOIs are routinely sent before
a specific berth is pinned down.

  - eoi-context.ts: yacht and berth are now nullable in the returned
    context. The hard ValidationError is now driven by the EOI's Section
    2 fields (name/email/address) rather than yacht/berth presence. The
    owner block falls back to the interest's client when no yacht is
    linked, so signing parties remain resolvable.

  - documenso-payload.ts + fill-eoi-form.ts: Section 3 form values
    render as empty strings when yacht or berth are absent, so the
    rendered PDF leaves those template inputs blank.

  - document-templates.ts: yacht.* and berth.* tokens fall back to
    empty strings; the legacy-fallback catch handler also recognises
    the new "missing required client details" error.

  - interests.service.ts: getInterestById now also returns
    `clientPrimaryEmail` and `clientHasAddress` so the Documents tab
    can compute the EOI prerequisites checklist client-side without an
    extra fetch.

  - eoi-generate-dialog.tsx: prereqs split into two groups visually —
    Required (with red ✗ when missing) and Optional (with grey – when
    absent). The Generate button only requires the Required block to
    pass. A small amber banner surfaces when Required is incomplete so
    the rep knows where to add the missing data.

Tests: 835/835 pass. Replaces the obsolete "throws on missing yacht/
berth" tests with parity coverage for the new behaviour ("builds a
valid context when yacht/berth missing", "throws when client email/
address missing"). Adds a payload test for the empty-Section-3 case.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 03:11:14 +02:00

86 lines
3.0 KiB
TypeScript

'use client';
import { useState } from 'react';
import { useQuery } from '@tanstack/react-query';
import { FileSignature } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { DocumentList } from '@/components/documents/document-list';
import { EoiGenerateDialog } from '@/components/documents/eoi-generate-dialog';
import { apiFetch } from '@/lib/api/client';
interface InterestDocumentsTabProps {
interestId: string;
}
interface InterestData {
id: string;
yachtId?: string | null;
berthId?: string | null;
clientName?: string | null;
/** Surfaced by getInterestById for the EOI prerequisites checklist. */
clientPrimaryEmail?: string | null;
clientHasAddress?: boolean;
}
export function InterestDocumentsTab({ interestId }: InterestDocumentsTabProps) {
const [eoiDialogOpen, setEoiDialogOpen] = useState(false);
// Same query key + queryFn shape as InterestDetail's parent query, so the
// cache is consistent. (Mismatched shapes on the same key clobber each other
// and the parent header degenerates to "Unknown Client".)
const { data: interest } = useQuery<InterestData>({
queryKey: ['interests', interestId],
queryFn: () =>
apiFetch<{ data: InterestData }>(`/api/v1/interests/${interestId}`).then((r) => r.data),
});
const prerequisites = {
// Required (EOI Section 2 — top paragraph): name, address, email.
hasName: Boolean(interest?.clientName),
hasEmail: Boolean(interest?.clientPrimaryEmail),
hasAddress: Boolean(interest?.clientHasAddress),
// Optional (EOI Section 3): yacht + berth. Render blank when absent.
hasYacht: Boolean(interest?.yachtId),
hasBerth: Boolean(interest?.berthId),
};
return (
<div className="space-y-4">
<div className="flex items-center justify-between">
<h3 className="text-sm font-medium text-muted-foreground">Documents</h3>
<Button size="sm" variant="outline" onClick={() => setEoiDialogOpen(true)}>
Generate EOI
</Button>
</div>
<DocumentList
interestId={interestId}
emptyState={
<div className="flex flex-col items-center gap-3 rounded-lg border border-dashed border-border bg-muted/20 px-6 py-10 text-center">
<div className="flex size-10 items-center justify-center rounded-full bg-background text-muted-foreground">
<FileSignature className="size-5" />
</div>
<div className="space-y-1">
<p className="text-sm font-medium text-foreground">No documents yet</p>
<p className="text-xs text-muted-foreground">
Generate the EOI to send it for signing in one click.
</p>
</div>
<Button size="sm" onClick={() => setEoiDialogOpen(true)}>
Generate EOI
</Button>
</div>
}
/>
<EoiGenerateDialog
interestId={interestId}
open={eoiDialogOpen}
onOpenChange={setEoiDialogOpen}
prerequisites={prerequisites}
/>
</div>
);
}