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