- website_berth_autopromote_enabled (default OFF): a website registration for a specific, currently-available berth auto-creates a prospect (client + optional yacht + interest) and links the berth is_specific_interest=true, flipping the public map to Under Offer; general/residence/contact submissions stay capture-only. Marks the submission converted so a rep never double-creates it. - derivePublicStatus now honours a manual pin (soft pin): a manually-set status wins over the interest-derived Under Offer, but a real permanent tenancy or an explicit sold still override it. - berth rules engine respects a manual pin EXCEPT for sale triggers (-> sold), so a confirmed sale still wins but soft auto-changes never stomp a pin. - Reset-to-automatic action (service + API POST /berths/[id]/status/reset + UI) to drop a manual pin; lock badge on every manual override (list + detail); divergence banner prompting reset when a pinned-Available berth has a deal. - migration stage map updated to the §4b signed-off mapping: GQI -> enquiry unless it named a berth/size marker (-> qualified); SQI -> qualified. Tests: +public-berths soft-pin cases, +website-intake-promote helpers, +migration GQI marker rule. 1582 unit/integration green; tsc clean. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
573 lines
20 KiB
TypeScript
573 lines
20 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { Check, ChevronsUpDown, Lock, Pencil, RefreshCw, RotateCcw } from 'lucide-react';
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import { toast } from 'sonner';
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import { useForm } from 'react-hook-form';
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import { zodResolver } from '@hookform/resolvers/zod';
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import { Button } from '@/components/ui/button';
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import {
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Dialog,
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DialogContent,
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DialogHeader,
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DialogTitle,
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DialogFooter,
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} from '@/components/ui/dialog';
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import { Label } from '@/components/ui/label';
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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import { Textarea } from '@/components/ui/textarea';
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import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
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import { FormErrorSummary } from '@/components/forms/form-error-summary';
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import { useFormScrollToError } from '@/hooks/use-form-scroll-to-error';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill';
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import { BerthForm } from './berth-form';
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import { mooringLetterDot } from './mooring-letter-tone';
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import { cn } from '@/lib/utils';
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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 { useVocabulary } from '@/hooks/use-vocabulary';
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import { updateBerthStatusSchema, type UpdateBerthStatusInput } from '@/lib/validators/berths';
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import { BERTH_STATUSES, stageBadgeClass, stageDotClass, stageLabel } from '@/lib/constants';
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import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
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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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export type BerthDetailData = {
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id: string;
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mooringNumber: string;
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area: string | null;
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status: string;
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portId: string;
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lengthFt: string | null;
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lengthM: string | null;
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widthFt: string | null;
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widthM: string | null;
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draftFt: string | null;
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draftM: string | null;
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widthIsMinimum: boolean | null;
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nominalBoatSize: string | null;
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nominalBoatSizeM: string | null;
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waterDepth: string | null;
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waterDepthM: string | null;
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waterDepthIsMinimum: boolean | null;
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sidePontoon: string | null;
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cleatType: string | null;
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cleatCapacity: string | null;
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bollardType: string | null;
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bollardCapacity: string | null;
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bowFacing: string | null;
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price: string | null;
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priceCurrency: string;
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tenureType: string;
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tenureYears: number | null;
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tenureStartDate: string | null;
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tenureEndDate: string | null;
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powerCapacity: string | null;
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voltage: string | null;
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mooringType: string | null;
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access: string | null;
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berthApproved: boolean | null;
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statusLastChangedReason: string | null;
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statusLastModified: string | null;
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/** 'manual' = a human pinned this status (wins over derived signals);
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* 'automated' = set by the rules engine; null = pure derived. */
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statusOverrideMode: string | null;
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/** Pipeline stage of the most recent active interest on this berth, if any.
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* Used to flag a manual pin that diverges from an active deal. */
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latestInterestStage: string | null;
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tags: Array<{ id: string; name: string; color: string }>;
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};
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interface BerthDetailHeaderProps {
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berth: BerthDetailData;
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}
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const STATUS_LABELS: Record<string, string> = {
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available: 'Available',
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under_offer: 'Under Offer',
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sold: 'Sold',
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};
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const BERTH_STATUS_PILL: Record<string, StatusPillStatus> = {
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available: 'available',
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under_offer: 'under_offer',
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sold: 'sold',
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};
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interface InterestOption {
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id: string;
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clientName: string;
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pipelineStage: string;
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/** Used to sort the picker - most recently interacted with floats to the top. */
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updatedAt?: string;
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}
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function StatusChangeDialog({
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berthId,
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currentStatus,
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open,
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onOpenChange,
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}: {
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berthId: string;
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currentStatus: string;
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open: boolean;
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onOpenChange: (open: boolean) => void;
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}) {
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const queryClient = useQueryClient();
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const reasonChips = useVocabulary('berth_status_change_reasons');
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const {
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register,
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handleSubmit,
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setValue,
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watch,
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reset,
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formState: { errors, isSubmitting },
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} = useForm<UpdateBerthStatusInput>({
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resolver: zodResolver(updateBerthStatusSchema),
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defaultValues: { status: currentStatus as (typeof BERTH_STATUSES)[number], reason: '' },
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});
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const submitWithScroll = useFormScrollToError(handleSubmit, errors);
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const status = watch('status');
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const interestId = watch('interestId');
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const showInterestPicker = status === 'under_offer' || status === 'sold';
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// Active interests for this port - used to populate the prospect
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// selector when status moves to under_offer / sold. Only fetched when
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// the picker is actually visible to avoid an unnecessary round-trip
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// for available-status changes.
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const interestsQuery = useQuery<{
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data: Array<{
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id: string;
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clientName: string;
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pipelineStage: string;
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updatedAt?: string;
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}>;
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}>({
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queryKey: ['interests', 'status-link-picker'],
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queryFn: () => apiFetch('/api/v1/interests?pageSize=200&sort=updatedAt&order=desc'),
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enabled: open && showInterestPicker,
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staleTime: 60_000,
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});
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const interestOptions: InterestOption[] = interestsQuery.data?.data ?? [];
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async function onSubmit(data: UpdateBerthStatusInput) {
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try {
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await apiFetch(`/api/v1/berths/${berthId}/status`, {
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method: 'PATCH',
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body: data,
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});
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queryClient.invalidateQueries({ queryKey: ['berths'] });
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queryClient.invalidateQueries({ queryKey: ['berth', berthId] });
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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toast.success('Status updated');
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reset();
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onOpenChange(false);
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} catch (err: unknown) {
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toastError(err);
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}
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}
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle>Change Status</DialogTitle>
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</DialogHeader>
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<form onSubmit={submitWithScroll(onSubmit)} className="space-y-4">
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<FormErrorSummary
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errors={errors}
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labels={{ status: 'Status', reason: 'Reason', interestId: 'Linked interest' }}
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/>
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<div className="space-y-2">
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<Label>New Status</Label>
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<Select
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value={status}
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onValueChange={(v) => {
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setValue('status', v as (typeof BERTH_STATUSES)[number]);
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// Clear the interest pick when moving back to available so
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// a stale value doesn't sneak through on submit.
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if (v === 'available') setValue('interestId', undefined);
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}}
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>
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<SelectTrigger>
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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{BERTH_STATUSES.map((s) => (
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<SelectItem key={s} value={s}>
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{STATUS_LABELS[s]}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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</div>
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<div className="space-y-2">
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<Label>Reason *</Label>
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{reasonChips.length > 0 && (
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<div className="flex flex-wrap gap-1.5">
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{reasonChips.map((chip) => (
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<button
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type="button"
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key={chip}
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onClick={() => setValue('reason', chip, { shouldDirty: true })}
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className="rounded-full border border-muted-foreground/20 bg-muted px-2.5 py-0.5 text-xs hover:bg-accent"
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>
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{chip}
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</button>
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))}
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</div>
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)}
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<Textarea {...register('reason')} placeholder="Reason for status change..." rows={3} />
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</div>
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{showInterestPicker && (
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<div className="space-y-2">
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<Label>Linked interest (optional)</Label>
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<InterestLinkPicker
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value={interestId ?? null}
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options={interestOptions}
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onChange={(id) => setValue('interestId', id ?? undefined)}
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/>
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<p className="text-xs text-muted-foreground">
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Link this status change to the interest it relates to. The change will appear on
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that interest's timeline, and the berth gets attached to it automatically if it
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wasn't already.
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</p>
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</div>
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)}
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<DialogFooter>
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<Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
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Cancel
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</Button>
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<Button type="submit" disabled={isSubmitting}>
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{isSubmitting ? 'Saving…' : 'Update Status'}
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</Button>
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</DialogFooter>
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</form>
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</DialogContent>
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</Dialog>
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);
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}
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/**
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* Confirm dialog for "Reset to automatic" - drops the manual pin so the berth
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* resumes derived status. A reason is required (audit trail). An optional
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* `defaultReason` pre-fills the box for the one-click banner path.
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*/
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function ResetOverrideDialog({
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berthId,
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open,
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onOpenChange,
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defaultReason = '',
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}: {
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berthId: string;
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open: boolean;
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onOpenChange: (open: boolean) => void;
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defaultReason?: string;
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}) {
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const queryClient = useQueryClient();
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const [reason, setReason] = useState(defaultReason);
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const resetMutation = useMutation({
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mutationFn: () =>
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apiFetch(`/api/v1/berths/${berthId}/status/reset`, {
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method: 'POST',
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body: { reason: reason.trim() || 'Resumed automatic status' },
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}),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['berths'] });
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queryClient.invalidateQueries({ queryKey: ['berth', berthId] });
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toast.success('Berth reset to automatic status');
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onOpenChange(false);
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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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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle>Reset to automatic status</DialogTitle>
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</DialogHeader>
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<div className="space-y-3">
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<p className="text-sm text-muted-foreground">
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This removes the manual pin so the berth's public status is governed by its
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interests and tenancies again. The displayed status may change immediately.
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</p>
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<div className="space-y-2">
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<Label>Reason *</Label>
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<Textarea
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value={reason}
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onChange={(e) => setReason(e.target.value)}
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placeholder="Why are you dropping the manual pin?"
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rows={3}
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/>
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</div>
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</div>
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<DialogFooter className="gap-2">
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<Button variant="outline" onClick={() => onOpenChange(false)}>
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Cancel
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</Button>
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<Button
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onClick={() => resetMutation.mutate()}
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disabled={resetMutation.isPending || reason.trim().length === 0}
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>
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Reset to automatic
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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);
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}
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export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
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const [editOpen, setEditOpen] = useState(false);
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const [statusOpen, setStatusOpen] = useState(false);
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const [resetOpen, setResetOpen] = useState(false);
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const isManualPin = berth.statusOverrideMode === 'manual';
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// Divergence the rep should resolve: a berth manually pinned "Available"
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// that nevertheless has an active deal on it - the public map shows
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// Available even though something is happening. Prompt to resume automatic
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// (which derives "Under Offer" from the active specific-interest link).
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const pinDivergesFromDeal =
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isManualPin && berth.status === 'available' && !!berth.latestInterestStage;
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return (
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<>
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<DetailHeaderStrip>
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{/* Stacks vertically on phone widths so the action buttons don't
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squeeze the area subtitle into a two-line wrap. From sm up the
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title/area block sits side-by-side with the action buttons. */}
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<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:gap-4">
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<div className="flex-1 min-w-0 flex items-center gap-3 flex-wrap">
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{/* Compact mooring chip - the mooring number sits inside a
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rounded plate tinted by the mooring-letter palette (same
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colour used for the row-accent in the berth list). The
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redundant "B Dock" tag from the previous design is replaced
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with a title attribute so the area only surfaces on hover,
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keeping the header lean. */}
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<div
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className={cn(
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'inline-flex h-12 min-w-13 items-center justify-center rounded-2xl px-3 text-lg font-bold tracking-tight text-white shadow-sm',
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mooringLetterDot(berth.mooringNumber) ?? 'bg-slate-400',
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)}
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title={berth.area ? `${berth.area} Dock` : undefined}
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aria-label={`Berth ${berth.mooringNumber}${berth.area ? `, ${berth.area} Dock` : ''}`}
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>
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{berth.mooringNumber}
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</div>
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<StatusPill
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status={BERTH_STATUS_PILL[berth.status] ?? 'pending'}
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className="px-3 py-1 text-sm"
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>
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{STATUS_LABELS[berth.status] ?? berth.status}
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</StatusPill>
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{isManualPin && (
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<span
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className="inline-flex items-center gap-1 rounded-full border border-slate-300 bg-slate-100 px-2 py-0.5 text-xs font-medium text-slate-700"
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title={
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berth.statusLastChangedReason
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? `Manually set status (wins over automatic). Reason: ${berth.statusLastChangedReason}`
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: 'Manually set status - wins over automatic derivation'
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}
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>
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<Lock className="h-3 w-3" aria-hidden />
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Manual
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</span>
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)}
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</div>
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<div className="flex flex-wrap items-center gap-2 sm:shrink-0">
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<PermissionGate resource="berths" action="edit">
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<Button variant="outline" size="sm" onClick={() => setStatusOpen(true)}>
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<RefreshCw className="mr-1.5 h-4 w-4" aria-hidden />
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Change Status
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</Button>
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{isManualPin && (
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<Button variant="outline" size="sm" onClick={() => setResetOpen(true)}>
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<RotateCcw className="mr-1.5 h-4 w-4" aria-hidden />
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Reset to automatic
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</Button>
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)}
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<Button size="sm" onClick={() => setEditOpen(true)}>
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<Pencil className="mr-1.5 h-4 w-4" aria-hidden />
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Edit
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</Button>
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</PermissionGate>
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</div>
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</div>
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</DetailHeaderStrip>
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{pinDivergesFromDeal && (
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<PermissionGate resource="berths" action="edit">
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<div className="mt-2 flex flex-col gap-2 rounded-lg border border-amber-300 bg-amber-50 px-4 py-3 text-sm text-amber-900 sm:flex-row sm:items-center sm:justify-between">
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<span>
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This berth is manually pinned <strong>Available</strong>, but it has an active deal.
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The public map will keep showing Available until you reset it.
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</span>
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<Button
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size="sm"
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variant="outline"
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className="shrink-0 border-amber-400 bg-white hover:bg-amber-100"
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onClick={() => setResetOpen(true)}
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>
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<RotateCcw className="mr-1.5 h-4 w-4" aria-hidden />
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Reset to automatic
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</Button>
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</div>
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</PermissionGate>
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)}
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<BerthForm berth={berth} open={editOpen} onOpenChange={setEditOpen} />
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<StatusChangeDialog
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berthId={berth.id}
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currentStatus={berth.status}
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open={statusOpen}
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onOpenChange={setStatusOpen}
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/>
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<ResetOverrideDialog
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berthId={berth.id}
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open={resetOpen}
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onOpenChange={setResetOpen}
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defaultReason={pinDivergesFromDeal ? 'Resumed automatic status - active deal present' : ''}
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/>
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</>
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);
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}
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/**
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* Searchable combobox for picking a linked prospect when changing berth
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* status. Replaces the bare Select which had no filter, no stage colours,
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* and no recency sort - for ports with 200+ active interests that became
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* a scroll-fest. Stage labels render with the same coloured pill the rest
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* of the CRM uses for stage badges so the rep can scan the list visually.
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*/
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function InterestLinkPicker({
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value,
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options,
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onChange,
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}: {
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value: string | null;
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options: InterestOption[];
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onChange: (id: string | null) => void;
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}) {
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const [open, setOpen] = useState(false);
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// Sort with the most recently updated interest first so reps see the
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// active deals at the top of the list - older / dormant ones drop
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// beneath. `updatedAt` is set on every patch + every stage advance.
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const sorted = [...options].sort((a, b) => {
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if (!a.updatedAt && !b.updatedAt) return 0;
|
|
if (!a.updatedAt) return 1;
|
|
if (!b.updatedAt) return -1;
|
|
return b.updatedAt.localeCompare(a.updatedAt);
|
|
});
|
|
const selected = value ? sorted.find((o) => o.id === value) : null;
|
|
|
|
return (
|
|
<Popover open={open} onOpenChange={setOpen} modal>
|
|
<PopoverTrigger asChild>
|
|
<Button
|
|
type="button"
|
|
variant="outline"
|
|
role="combobox"
|
|
aria-expanded={open}
|
|
className={cn('w-full justify-between font-normal', !value && 'text-muted-foreground')}
|
|
>
|
|
{selected ? (
|
|
<span className="flex min-w-0 items-center gap-2">
|
|
<span
|
|
className={cn(
|
|
'inline-block h-2 w-2 shrink-0 rounded-full',
|
|
stageDotClass(selected.pipelineStage),
|
|
)}
|
|
aria-hidden
|
|
/>
|
|
<span className="truncate">{selected.clientName}</span>
|
|
<span className="ml-1 shrink-0 text-xs text-muted-foreground">
|
|
· {stageLabel(selected.pipelineStage)}
|
|
</span>
|
|
</span>
|
|
) : (
|
|
' - No interest - '
|
|
)}
|
|
<ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" aria-hidden />
|
|
</Button>
|
|
</PopoverTrigger>
|
|
<PopoverContent className="w-(--radix-popper-anchor-width) min-w-[320px] p-0" align="start">
|
|
<Command>
|
|
<CommandInput placeholder="Search prospects…" />
|
|
<CommandList>
|
|
<CommandEmpty>No prospects found.</CommandEmpty>
|
|
<CommandGroup>
|
|
<CommandItem
|
|
value="__none__"
|
|
onSelect={() => {
|
|
onChange(null);
|
|
setOpen(false);
|
|
}}
|
|
className="text-muted-foreground"
|
|
>
|
|
- No interest -
|
|
</CommandItem>
|
|
</CommandGroup>
|
|
<CommandGroup heading="Most recent first">
|
|
{sorted.map((opt) => (
|
|
<CommandItem
|
|
// cmdk filters by `value`; include client name + stage so the
|
|
// search input matches both. Falling back to id keeps the
|
|
// option selectable even if a name is blank.
|
|
key={opt.id}
|
|
value={`${opt.clientName} ${stageLabel(opt.pipelineStage)} ${opt.id}`}
|
|
onSelect={() => {
|
|
onChange(opt.id);
|
|
setOpen(false);
|
|
}}
|
|
className="flex items-center gap-2"
|
|
>
|
|
<span
|
|
className={cn(
|
|
'inline-block h-2 w-2 shrink-0 rounded-full',
|
|
stageDotClass(opt.pipelineStage),
|
|
)}
|
|
aria-hidden
|
|
/>
|
|
<span className="flex-1 truncate">{opt.clientName || '(unnamed)'}</span>
|
|
<span
|
|
className={cn(
|
|
'inline-flex shrink-0 items-center rounded-full px-2 py-0.5 text-xs font-medium',
|
|
stageBadgeClass(opt.pipelineStage),
|
|
)}
|
|
>
|
|
{stageLabel(opt.pipelineStage)}
|
|
</span>
|
|
{value === opt.id ? (
|
|
<Check className="h-3.5 w-3.5 text-muted-foreground" aria-hidden />
|
|
) : null}
|
|
</CommandItem>
|
|
))}
|
|
</CommandGroup>
|
|
</CommandList>
|
|
</Command>
|
|
</PopoverContent>
|
|
</Popover>
|
|
);
|
|
}
|