Files
pn-new-crm/src/components/dashboard/hot-deals-card.tsx
Matt 3ffee79f3f feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones
Mobile + responsive
- berth-form full-width on phones (was 480px fixed → overflowed iPhone)
- currency-input switched to inputMode=decimal with live thousands separator
- client-form Country/Timezone/Source/Preferred-Contact full-width <sm
- contacts row restructured so Primary toggle + Remove get their own strip
- customize-dashboard footer stacks vertically on mobile; Done full-width
- interest-form client/berth pickers no longer cmdk-filter on UUID (typing
  "Carlos" now returns Carlos Vega instead of "No clients found")

Data + consistency
- SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces
  now resolve interest/client source from one place
- INTEREST_OUTCOMES adds lost_other (picker, badge, timeline)
- Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort
- archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles
- TableBody last-row uses border-b-0 (not border-0); colored left-accent
  on the bottom berth row now renders
- Hide Invite-to-Portal until port setting === true (was !== false default-show)
- OwnerPicker primer query resolves entity name on first paint (no more
  UUID flash before the popover opens)

Terminology
- Replaced user-facing "Documenso" with "signing service" / "Generated EOI" /
  "Manual EOI" in 8 components (admin/internal references kept)
- Plainer status-change copy on berth-detail-header

Forms + editing
- InlineEditableField gained a `date` variant (native picker); applied to
  company incorporation date and ready for other YYYY-MM-DD plaintext fields
- Inline source picker on interest-tabs detail (was free text)
- TagPicker self-hides when port has no tags AND nothing is selected
- New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom)
- Compose dialog follow-up is now a toggle that reveals datetime picker

Pipeline milestones
- changeStageSchema accepts optional milestoneDate; service stamps it on the
  matching date column instead of always using now
- MilestoneAdvanceButton popover collects a back-date before stage advance
- Applied to every "Mark X manually" surface on the interest overview

EOI / linked-berths polish
- Add-bypass row aligned inline with toggle descriptions
- Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their
  legal vs. public-map consequences

Surfaces
- Companies list now has the column picker + persisted hidden-column prefs
- NotesList aggregate flag enabled on clients, companies, residential_clients
  (yachts already aggregated)

ft/m unit toggle (interim, before drift fix)
- "Berth size desired" gets a section-level ft/m toggle; per-field hint shows
  the converted value. Storage stays canonical-ft for now; the drift-safe
  persistence migration is the next step.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00

109 lines
3.6 KiB
TypeScript

'use client';
import { useQuery } from '@tanstack/react-query';
import Link from 'next/link';
import { useParams } from 'next/navigation';
import { Flame } from 'lucide-react';
import { formatDistanceToNow } from 'date-fns';
import { apiFetch } from '@/lib/api/client';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Skeleton } from '@/components/ui/skeleton';
interface HotDeal {
id: string;
stage: string;
clientName: string;
mooringNumber: string | null;
lastContact: string | null;
}
interface HotDealsResponse {
data: HotDeal[];
}
const STAGE_LABELS: Record<string, string> = {
contract_signed: 'Contract Signed',
contract_sent: 'Contract Sent',
deposit_10: 'Deposit 10%',
eoi_signed: 'EOI Signed',
eoi_sent: 'EOI Sent',
in_comms: 'In Comms',
details_sent: 'Details Sent',
open: 'Open',
completed: 'Completed',
};
/**
* Top 5 in-flight interests closest to closing. Ranked server-side by
* pipeline stage (the further along, the closer to signing) with most-
* recent activity as a tiebreaker. Gives reps a "what should I be
* chasing this week" view without opening the full pipeline board.
*/
export function HotDealsCard() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { data, isLoading } = useQuery<HotDealsResponse>({
queryKey: ['dashboard', 'hot_deals'],
queryFn: () => apiFetch<HotDealsResponse>('/api/v1/dashboard/hot-deals'),
staleTime: 60_000,
});
const deals = data?.data ?? [];
return (
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-1.5 text-base">
<Flame className="size-4 text-orange-500" aria-hidden />
Hot deals
</CardTitle>
<CardDescription>Active interests closest to closing.</CardDescription>
</CardHeader>
<CardContent>
{isLoading ? (
<div className="space-y-3">
<Skeleton className="h-12 w-full" />
<Skeleton className="h-12 w-full" />
<Skeleton className="h-12 w-full" />
</div>
) : deals.length === 0 ? (
<p className="py-4 text-center text-sm text-muted-foreground">
No active deals to chase. New leads will surface here once they advance past Open.
</p>
) : (
<ul className="space-y-1">
{deals.map((d) => (
<li key={d.id}>
<Link
// eslint-disable-next-line @typescript-eslint/no-explicit-any
href={`/${portSlug}/interests/${d.id}` as any}
className="-mx-2 flex items-center justify-between gap-3 rounded-md px-2 py-2 hover:bg-accent/60"
>
<div className="min-w-0 flex-1">
<p className="truncate text-sm font-medium text-foreground">{d.clientName}</p>
<p className="text-xs text-muted-foreground">
{d.mooringNumber ? `Berth ${d.mooringNumber}` : 'No berth linked'}
{d.lastContact ? (
<>
{' · '}
last touched {formatDistanceToNow(new Date(d.lastContact))} ago
</>
) : null}
</p>
</div>
<Badge variant="secondary" className="shrink-0 text-[10px]">
{STAGE_LABELS[d.stage] ?? d.stage}
</Badge>
</Link>
</li>
))}
</ul>
)}
</CardContent>
</Card>
);
}