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