Files
pn-new-crm/src/components/interests/interest-reservation-tab.tsx
Matt 0f99f054b3 feat(post-audit): batch A+B quick-wins + audit-side residuals
Bundles the user-prioritised follow-ups from the post-audit punch-list.

Batch A — pipeline + EOI safety:
 - §1.1 timeline buildAuditDescription renders diff fields ("leadCategory → hot_lead").
 - §4.13 EOI rejection cascade: notification to assigned rep + audit row + rose banner.
 - §4.10b finish doc-detail: SigningProgress reuse, linked-entity names (server-resolved),
   per-event icons + tooltips + show-more in activity panel.
 - §7.2 stage guidance card replaces empty Payments slot pre-reservation.
 - §4.15 deal-pulse trigger audit (docs/deal-pulse-trigger-audit.md).

Batch B — UX consistency + docs:
 - §1.4 quick log-contact button on interest header.
 - §2.1 contact-log compose: Dialog → Sheet.
 - §7.1 docs/deal-pulse explainer page; /docs/ in PUBLIC_PATHS.
 - DocumentStatus now includes 'rejected' + 'declined' across constants, labels, tone maps.

Audit-side residuals:
 - M-NEW-1 /me/ports skips port-context requirement.
 - M-AU03 audit log CSV export endpoint + UI button.
 - M-IN03 dead receipt-scanner.ts deleted; live path already per-port.
 - M-P01 pg_trgm GIN indexes (migration 0071).
 - §10.1 webhook tests verified passing (was stale).

Deferred per user direction:
 - §11.3 email copy refactor (needs old-CRM reference).
 - M-EM03 IMAP bounce-to-interest linking.

Tests: 1374/1374. tsc + lint clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 14:22:11 +02:00

402 lines
15 KiB
TypeScript

'use client';
import { useMemo, useState } from 'react';
import Link from 'next/link';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import {
AlertTriangle,
CheckCircle2,
ExternalLink,
FileSignature,
Loader2,
RefreshCw,
Upload,
XCircle,
} from 'lucide-react';
import { toast } from 'sonner';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import { Skeleton } from '@/components/ui/skeleton';
import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
import { MarkExternallySignedDialog } from '@/components/interests/mark-externally-signed-dialog';
import { SigningProgress } from '@/components/documents/signing-progress';
import { UploadForSigningDialog } from '@/components/documents/upload-for-signing-dialog';
import { apiFetch } from '@/lib/api/client';
import { toastError } from '@/lib/api/toast-error';
import { useConfirmation } from '@/hooks/use-confirmation';
import {
DOCUMENT_STATUS_ACTIVE,
DOCUMENT_STATUS_LABELS,
type DocumentStatus,
} from '@/lib/labels/document-status';
import { cn } from '@/lib/utils';
import { useUIStore } from '@/stores/ui-store';
interface InterestReservationTabProps {
interestId: string;
clientId: string | null;
}
interface DocumentRow {
id: string;
documentType: string;
title: string;
status: DocumentStatus;
createdAt: string;
signers?: Array<{ status: string }>;
}
interface DocumentSigner {
id: string;
signerName: string;
signerEmail: string;
signerRole: string;
signingOrder: number;
status: string;
signedAt?: string | null;
}
const STATUS_LABELS = DOCUMENT_STATUS_LABELS;
const STATUS_TONES: Record<DocumentStatus, string> = {
draft: 'bg-slate-100 text-slate-700',
sent: 'bg-blue-100 text-blue-700',
partially_signed: 'bg-amber-100 text-amber-800',
completed: 'bg-emerald-100 text-emerald-700',
expired: 'bg-rose-100 text-rose-700',
cancelled: 'bg-slate-200 text-slate-600',
rejected: 'bg-rose-100 text-rose-700',
declined: 'bg-rose-100 text-rose-700',
};
const ACTIVE_STATUSES = DOCUMENT_STATUS_ACTIVE;
/**
* Dedicated Reservation workspace tab. Mirrors the EOI tab pattern but
* for reservation agreements. Contracts differ from EOIs in that there's no
* standard Documenso template — each reservation is drafted custom per
* deal. So the active flows are:
*
* 1. **Upload paper-signed copy** — the signed reservation was handled
* outside the system; rep uploads the PDF for the record.
*
* 2. **Upload draft for Documenso signing** — rep uploads the PDF
* draft, configures signers + signing order + signature field
* placement, then sends via Documenso. (Recipient configurator
* and field-placement UI are the bigger pieces; for v1 a default
* footer-anchored signature layout is used.)
*
* The Documents tab still shows every reservation document (signed or
* drafted) as a permanent history.
*/
export function InterestReservationTab({
interestId,
clientId: _clientId,
}: InterestReservationTabProps) {
const portSlug = useUIStore((s) => s.currentPortSlug);
const [uploadSignedOpen, setUploadSignedOpen] = useState(false);
const [uploadForSigningOpen, setUploadForSigningOpen] = useState(false);
const [markExternalOpen, setMarkExternalOpen] = useState(false);
const { data: docsRes, isLoading: docsLoading } = useQuery<{ data: DocumentRow[] }>({
queryKey: ['documents', { interestId, documentType: 'reservation_agreement' }],
queryFn: () =>
apiFetch<{ data: DocumentRow[] }>(
`/api/v1/documents?interestId=${interestId}&documentType=reservation_agreement`,
),
});
const docs = docsRes?.data ?? [];
const activeDoc = useMemo(() => docs.find((d) => ACTIVE_STATUSES.has(d.status)) ?? null, [docs]);
const completedDocs = useMemo(() => docs.filter((d) => !ACTIVE_STATUSES.has(d.status)), [docs]);
return (
<div className="space-y-5">
{docsLoading ? (
<Skeleton className="h-44 w-full rounded-lg" aria-hidden />
) : activeDoc ? (
<ActiveReservationCard
doc={activeDoc}
portSlug={portSlug ?? null}
onUploadSigned={() => setUploadSignedOpen(true)}
/>
) : (
<EmptyReservationState
onMarkExternal={() => setMarkExternalOpen(true)}
onUploadSigned={() => setUploadSignedOpen(true)}
onUploadForSigning={() => setUploadForSigningOpen(true)}
/>
)}
{completedDocs.length > 0 && (
<section className="rounded-lg border bg-background">
<header className="flex items-center justify-between border-b px-4 py-2.5">
<h3 className="text-xs font-semibold uppercase tracking-wide text-muted-foreground">
Reservation history
</h3>
<span className="text-xs text-muted-foreground">
{completedDocs.length} {completedDocs.length === 1 ? 'document' : 'documents'}
</span>
</header>
<ul className="divide-y">
{completedDocs.map((d) => (
<li key={d.id} className="flex items-center gap-3 px-4 py-2.5 text-sm">
<StatusBadge status={d.status} />
<span className="flex-1 truncate font-medium">{d.title}</span>
<span className="text-xs text-muted-foreground">
{new Date(d.createdAt).toLocaleDateString()}
</span>
{portSlug && (
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/documents/${d.id}` as any}
className="text-xs text-primary hover:underline inline-flex items-center gap-1"
>
Open
<ExternalLink className="size-3" aria-hidden />
</Link>
)}
</li>
))}
</ul>
</section>
)}
{/* Reuses the external-EOI upload dialog. The endpoint
`/api/v1/interests/{id}/external-eoi` is EOI-specific today
— for reservation paper-uploads we'll need the equivalent
reservation endpoint (deferred to a follow-up; the dialog UI
is the pattern we'll clone). For now the flow is documented
as 'coming soon' rather than misrouting through EOI. */}
{uploadSignedOpen && (
<ExternalEoiUploadDialog
open={uploadSignedOpen}
onOpenChange={setUploadSignedOpen}
interestId={interestId}
/>
)}
{/* Phase 4 — upload-for-Documenso-signing dialog. */}
{uploadForSigningOpen && (
<UploadForSigningDialog
open={uploadForSigningOpen}
onOpenChange={setUploadForSigningOpen}
interestId={interestId}
documentType="reservation_agreement"
/>
)}
<MarkExternallySignedDialog
open={markExternalOpen}
onOpenChange={setMarkExternalOpen}
interestId={interestId}
docType="reservation"
/>
</div>
);
}
// ─── Active reservation hero ────────────────────────────────────────────────────
function ActiveReservationCard({
doc,
portSlug,
onUploadSigned,
}: {
doc: DocumentRow;
portSlug: string | null;
onUploadSigned: () => void;
}) {
const queryClient = useQueryClient();
const { confirm, dialog: confirmDialog } = useConfirmation();
const { data: signersRes, isLoading: signersLoading } = useQuery<{ data: DocumentSigner[] }>({
queryKey: ['documents', doc.id, 'signers'],
queryFn: () => apiFetch<{ data: DocumentSigner[] }>(`/api/v1/documents/${doc.id}/signers`),
refetchInterval: 30_000,
});
const signers = signersRes?.data ?? [];
const signedCount = signers.filter((s) => s.status === 'signed').length;
const totalCount = signers.length;
const allSigned = totalCount > 0 && signedCount === totalCount;
const cancelMutation = useMutation({
mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/cancel`, { method: 'POST', body: {} }),
onSuccess: () => {
queryClient.invalidateQueries({ predicate: (q) => q.queryKey[0] === 'documents' });
toast.success('Reservation cancelled.');
},
onError: (err) => toastError(err),
});
const remindAllMutation = useMutation({
mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/remind`, { method: 'POST', body: {} }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['documents', doc.id, 'signers'] });
toast.success('Reminder sent.');
},
onError: (err) => toastError(err),
});
return (
<section className="rounded-xl border bg-gradient-brand-soft p-5 shadow-xs">
<header className="flex items-start justify-between gap-3">
<div className="min-w-0 flex-1 space-y-1">
<div className="flex items-center gap-2 flex-wrap">
<FileSignature className="size-4 text-foreground" aria-hidden />
<h2 className="truncate text-base font-semibold text-foreground">{doc.title}</h2>
<StatusBadge status={doc.status} />
</div>
<p className="text-xs text-muted-foreground">
Created {new Date(doc.createdAt).toLocaleDateString()} ·{' '}
{totalCount > 0 ? `${signedCount} of ${totalCount} signed` : 'No signers loaded'}
</p>
</div>
<div className="flex shrink-0 items-center gap-1">
{portSlug && (
<Button asChild variant="outline" size="sm" className="gap-1.5 [&_svg]:size-3.5">
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/documents/${doc.id}` as any}
>
Open
<ExternalLink />
</Link>
</Button>
)}
{!allSigned && (
<Button
variant="outline"
size="sm"
disabled={remindAllMutation.isPending}
onClick={() => remindAllMutation.mutate()}
className="gap-1.5 [&_svg]:size-3.5"
>
{remindAllMutation.isPending ? (
<Loader2 className="animate-spin" aria-hidden />
) : (
<RefreshCw />
)}
Remind all
</Button>
)}
</div>
</header>
<div className="mt-4 rounded-lg border bg-background p-4">
<h3 className="mb-3 text-xs font-semibold uppercase tracking-wide text-muted-foreground">
Signing progress
</h3>
{signersLoading ? (
<div className="flex items-center gap-2 text-sm text-muted-foreground">
<Loader2 className="size-3.5 animate-spin" aria-hidden /> Loading signers
</div>
) : signers.length === 0 ? (
<p className="text-sm text-muted-foreground italic">
The signing service hasn&apos;t reported signers yet check back in a moment.
</p>
) : (
<SigningProgress documentId={doc.id} signers={signers} />
)}
</div>
<footer className="mt-3 flex flex-wrap items-center justify-between gap-2 text-xs text-muted-foreground">
<p className="flex items-center gap-1.5">
<AlertTriangle className="size-3 text-amber-600" aria-hidden />
Reminders are rate-limited (max once per 7 days per signer).
</p>
<div className="flex items-center gap-1">
<Button
type="button"
variant="ghost"
size="sm"
onClick={onUploadSigned}
className="h-7 gap-1.5 text-xs [&_svg]:size-3"
>
<Upload />
Upload paper-signed copy
</Button>
<Button
type="button"
variant="ghost"
size="sm"
disabled={cancelMutation.isPending}
onClick={async () => {
const ok = await confirm({
title: 'Cancel contract',
description: 'Signers will no longer be able to sign.',
confirmLabel: 'Cancel contract',
});
if (ok) cancelMutation.mutate();
}}
className="h-7 gap-1.5 text-xs text-destructive hover:text-destructive [&_svg]:size-3"
>
<XCircle />
Cancel contract
</Button>
</div>
</footer>
{confirmDialog}
</section>
);
}
// ─── Empty state ─────────────────────────────────────────────────────────────
function EmptyReservationState({
onUploadSigned,
onUploadForSigning,
onMarkExternal,
}: {
onUploadSigned: () => void;
onUploadForSigning: () => void;
onMarkExternal: () => void;
}) {
return (
<section className="rounded-xl border border-dashed bg-muted/20 p-8 text-center">
<div className="mx-auto flex size-14 items-center justify-center rounded-full bg-background text-muted-foreground">
<FileSignature className="size-6" aria-hidden />
</div>
<h2 className="mt-4 text-base font-semibold text-foreground">
No reservation in flight for this interest
</h2>
<p className="mt-1 text-sm text-muted-foreground">
reservation agreements are drafted custom per deal. Either upload a paper-signed copy you
handled externally, or upload the draft PDF and send for e-signing.
</p>
<div className="mt-5 flex flex-wrap items-center justify-center gap-2">
<Button onClick={onUploadForSigning} size="sm" className="gap-1.5">
<FileSignature className="size-4" aria-hidden />
Upload draft for signing
</Button>
<Button onClick={onUploadSigned} variant="outline" size="sm" className="gap-1.5">
<Upload className="size-4" aria-hidden />
Upload paper-signed copy
</Button>
<Button onClick={onMarkExternal} variant="ghost" size="sm" className="gap-1.5">
Mark as signed without file
</Button>
</div>
</section>
);
}
// ─── Helpers ─────────────────────────────────────────────────────────────────
function StatusBadge({ status }: { status: DocumentRow['status'] }) {
return (
<Badge
variant="outline"
className={cn(
'border-transparent text-[10px] font-semibold uppercase tracking-wide',
STATUS_TONES[status],
)}
>
{status === 'completed' && <CheckCircle2 className="mr-1 size-3" aria-hidden />}
{STATUS_LABELS[status]}
</Badge>
);
}