CM-4: remove Email/Call/WhatsApp deep-link pills from the client + interest detail headers; relocate GDPR export into the client-header action cluster as a compact icon. Keeps the interest "Log contact" quick action. CM-5: gate the interest assignment feature behind a per-port `assignment_enabled` setting (default OFF for single-rep ports). Hides the AssignedToChip + residential assigned-to row and skips tier-2/3 auto-assign on create; the column + data are preserved and reversible. Tests cover the auto-assign guard. CM-6: add a per-port `manualEntry` receipt mode (skip all parsing → empty form). Threaded through ocr-config.service, the admin OCR form, the scan-receipt route, and the scanner shell (skips Tesseract + the server call). Tests cover the save/resolve round-trip. Verified: tsc clean, lint 0 errors, 1631 vitest pass, prod build green. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
166 lines
4.9 KiB
TypeScript
166 lines
4.9 KiB
TypeScript
'use client';
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import type { DetailTab } from '@/components/shared/detail-layout';
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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import { NotesList } from '@/components/shared/notes-list';
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import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
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import { apiFetch } from '@/lib/api/client';
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import { useFeatureFlag } from '@/hooks/use-feature-flag';
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import { SOURCES } from '@/lib/constants';
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interface ResidentialInterest {
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id: string;
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residentialClientId: string;
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pipelineStage: string;
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source: string | null;
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notes: string | null;
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preferences: string | null;
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assignedTo: string | null;
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}
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interface Args {
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interestId: string;
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interest: ResidentialInterest;
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currentUserId?: string;
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stageOptions: Array<{ value: string; label: string }>;
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}
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const SOURCE_OPTIONS = SOURCES.map((s) => ({ value: s.value, label: s.label }));
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function Row({ label, children }: { label: string; children: React.ReactNode }) {
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return (
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<div className="flex gap-2 py-1.5 border-b last:border-0 items-center">
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<dt className="w-44 shrink-0 text-sm text-muted-foreground">{label}</dt>
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<dd className="flex-1 min-w-0">{children}</dd>
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</div>
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);
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}
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export function getResidentialInterestTabs({
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interestId,
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interest,
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currentUserId,
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stageOptions,
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}: Args): DetailTab[] {
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return [
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{
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id: 'overview',
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label: 'Overview',
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content: (
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<OverviewTab interestId={interestId} interest={interest} stageOptions={stageOptions} />
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),
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},
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{
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id: 'notes',
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label: 'Notes',
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content: (
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<NotesList
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entityType="residential_interests"
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entityId={interestId}
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currentUserId={currentUserId}
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parentInvalidateKey={['residential-interest', interestId]}
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/>
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),
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},
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{
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id: 'activity',
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label: 'Activity',
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content: (
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<EntityActivityFeed
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endpoint={`/api/v1/residential/interests/${interestId}/activity`}
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emptyText="No activity recorded for this residential interest yet."
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/>
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),
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},
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];
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}
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function useInterestPatch(interestId: string) {
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const qc = useQueryClient();
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return useMutation({
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mutationFn: (patch: Record<string, unknown>) =>
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apiFetch(`/api/v1/residential/interests/${interestId}`, { method: 'PATCH', body: patch }),
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onSuccess: () => qc.invalidateQueries({ queryKey: ['residential-interest', interestId] }),
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});
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}
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function OverviewTab({
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interestId,
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interest,
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stageOptions,
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}: {
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interestId: string;
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interest: ResidentialInterest;
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stageOptions: Array<{ value: string; label: string }>;
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}) {
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const update = useInterestPatch(interestId);
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// CM-5: residential assignment row hidden when the per-port toggle is off.
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const assignmentEnabled = useFeatureFlag('assignment_enabled', false);
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const save = (field: string) => async (next: string | null) => {
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await update.mutateAsync({ [field]: next });
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};
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// Pull users with residential access for the Assigned-to dropdown.
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const { data: assignableUsers } = useQuery<{
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data: Array<{ id: string; name: string; email: string }>;
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}>({
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queryKey: ['residential-assignable-users'],
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queryFn: () => apiFetch('/api/v1/residential/assignable-users'),
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enabled: assignmentEnabled,
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});
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const assigneeOptions = (assignableUsers?.data ?? []).map((u) => ({
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value: u.id,
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label: u.name || u.email,
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}));
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return (
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<div className="rounded-lg border bg-card p-6 space-y-6">
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<div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div className="space-y-1">
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<h3 className="text-sm font-medium mb-2">Pipeline</h3>
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<Row label="Stage">
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<InlineEditableField
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variant="select"
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options={stageOptions}
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value={interest.pipelineStage}
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onSave={save('pipelineStage')}
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/>
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</Row>
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<Row label="Source">
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<InlineEditableField
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variant="select"
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options={SOURCE_OPTIONS}
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value={interest.source}
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onSave={save('source')}
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/>
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</Row>
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{assignmentEnabled ? (
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<Row label="Assigned to">
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<InlineEditableField
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variant="select"
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options={assigneeOptions}
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value={interest.assignedTo}
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onSave={save('assignedTo')}
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placeholder="Unassigned"
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/>
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</Row>
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) : null}
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</div>
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<div className="space-y-1">
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<h3 className="text-sm font-medium mb-2">Details</h3>
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<Row label="Preferences">
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<InlineEditableField
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variant="textarea"
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value={interest.preferences}
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onSave={save('preferences')}
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/>
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</Row>
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</div>
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</div>
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</div>
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);
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}
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