Files
pn-new-crm/src/components/dashboard/hot-deals-card.tsx
Matt 50f48a8b6a audit: Tier 2/3/4 batch — reports math, portal copy, authz escalation guard
Tier 2.2: revenue PDF totalCompleted now filters on outcome='won' —
setInterestOutcome forces stage='completed' for every outcome (incl.
lost + cancelled), so the stage-only filter was including those toward
"TOTAL COMPLETED REVENUE".

Tier 2.3: fetchPipelineData stageCounts adds the missing .groupBy() —
without it Postgres rejects the SELECT (per-stage breakdown was broken
or coercing to ELSE-stage row).

Tier 2.4: hot-deals widget rank ladder fixed two stage-name typos —
'in_comms' → 'in_communication', 'deposit_10' → 'deposit_10pct'. Both
stages were collapsing to the ELSE 0 branch server-side AND rendering
raw enum to the user in hot-deals-card.tsx.

Tier 3.2: portal /portal/interests no longer renders raw enum to
clients. New PORTAL_SIGNING_LABELS table maps every EOI/contract
status to plain English (e.g. "waiting_for_signatures" → "Waiting for
signatures").

Tier 4.1 (CRITICAL): permission-overrides PUT now requires caller-
superset on every `true` write. Admins with only `admin.manage_users`
could previously grant other users leaves they don't hold themselves
(permanently_delete_clients, system_backup). Super-admins bypass.

Tier 4.4: search graph-expansion re-gates every merged bucket by the
destination's view permission. A user with berths.view but no
interests.view searching "A12" no longer sees interest rows surfaced
via expansion.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 17:13:04 +02:00

113 lines
3.9 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[];
}
// Local label map intentionally narrowed to the stages this widget
// surfaces. Keys MUST match the canonical DB values (deposit_10pct +
// in_communication) — the reporting audit caught typos that broke the
// rank ladder server-side AND rendered raw enum to the user.
const STAGE_LABELS: Record<string, string> = {
contract_signed: 'Contract Signed',
contract_sent: 'Contract Sent',
deposit_10pct: 'Deposit 10%',
eoi_signed: 'EOI Signed',
eoi_sent: 'EOI Sent',
in_communication: '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>
);
}