Files
pn-new-crm/src/components/interests/assigned-to-chip.tsx
Matt 6b28459c45 feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.

Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
  three doc-status columns, two documenso-id columns, and
  date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
  interest_qualifications (per-interest state), payments (deposit /
  balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
  the new stage + doc-status + outcome shape.

Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).

v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
       the contact-log compose dialog (useVoiceTranscription hook).
- C:   berth-rules-engine wraps state writes in pg_advisory_xact_lock
       with an idempotent re-read; emits rule_evaluated audit traces.
- D:   Documenso webhook: reservation/contract sub-status stamping
       moved out of the PDF-download try-block so a download failure
       no longer swallows the stamp. New integration test coverage.
- E:   /admin/qualification-criteria CRUD page + admin component.
- F:   default_new_interest_owner exposed in System Settings.
- G:   recentActivityCount + active_engagement deal-pulse signal
       surfaced as a chip on interests + hot-deals card.
- H:   interest_assigned notification on assignedTo change (skips
       self-assign, uses a dedupe key).

Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.

Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00

125 lines
3.7 KiB
TypeScript

'use client';
import { useState } from 'react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { UserCircle2 } from 'lucide-react';
import {
Command,
CommandEmpty,
CommandGroup,
CommandInput,
CommandItem,
CommandList,
} from '@/components/ui/command';
import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
import { apiFetch } from '@/lib/api/client';
import { toastError } from '@/lib/api/toast-error';
import { cn } from '@/lib/utils';
interface UserOption {
id: string;
displayName: string | null;
}
/**
* Click-to-edit ownership chip for the interest detail header. Stores the
* assignee's user-id on `interests.assigned_to`. The "Unassigned" path writes
* null so the chip falls back to a muted ghost state.
*/
export function AssignedToChip({
interestId,
currentAssignedTo,
currentAssignedToName,
}: {
interestId: string;
currentAssignedTo: string | null;
currentAssignedToName: string | null;
}) {
const queryClient = useQueryClient();
const [open, setOpen] = useState(false);
const { data } = useQuery<{ data: UserOption[] }>({
queryKey: ['user-options'],
queryFn: () => apiFetch('/api/v1/admin/users/options'),
staleTime: 5 * 60_000,
enabled: open,
});
const users = data?.data ?? [];
const mutation = useMutation({
mutationFn: (next: string | null) =>
apiFetch(`/api/v1/interests/${interestId}`, {
method: 'PATCH',
body: { assignedTo: next },
}),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
queryClient.invalidateQueries({ queryKey: ['interests'] });
setOpen(false);
},
onError: (err) => {
toastError(err);
},
});
const label = currentAssignedToName
? currentAssignedToName
: currentAssignedTo
? `User ${currentAssignedTo.slice(0, 8)}`
: 'Unassigned';
return (
<Popover open={open} onOpenChange={setOpen} modal>
<PopoverTrigger asChild>
<button
type="button"
aria-label={`Change deal owner (currently ${label})`}
className={cn(
'inline-flex items-center gap-1 rounded-full border px-2 py-0.5 text-[11px] font-medium transition-colors',
currentAssignedTo
? 'border-sky-200 bg-sky-50 text-sky-800 hover:bg-sky-100'
: 'border-border bg-muted/50 text-muted-foreground hover:bg-muted',
)}
>
<UserCircle2 className="size-3" aria-hidden />
{label}
</button>
</PopoverTrigger>
<PopoverContent className="w-[260px] p-0" align="start">
<Command>
<CommandInput placeholder="Search users…" />
<CommandList>
<CommandEmpty>No users found.</CommandEmpty>
<CommandGroup heading="Assign to">
{users.map((u) => (
<CommandItem
key={u.id}
value={u.displayName ?? u.id}
onSelect={() => mutation.mutate(u.id)}
disabled={mutation.isPending}
>
{u.displayName ?? u.id.slice(0, 8)}
</CommandItem>
))}
</CommandGroup>
{currentAssignedTo ? (
<CommandGroup heading="Or">
<CommandItem
value="__unassign__"
onSelect={() => mutation.mutate(null)}
className="text-muted-foreground"
disabled={mutation.isPending}
>
Unassign
</CommandItem>
</CommandGroup>
) : null}
</CommandList>
</Command>
</PopoverContent>
</Popover>
);
}