Files
pn-new-crm/src/components/admin/inquiry-inbox.tsx
Matt Ciaccio f3143d7561 feat(inquiries): triage workflow on the inbox (R2-M2)
The inquiry inbox was read-only — every inquiry stayed there forever
with no way to mark "I handled this" or "this is spam." Now:

- Migration 0045 adds triage_state ('open' | 'assigned' | 'converted'
  | 'dismissed' default 'open') + triaged_at + triaged_by columns to
  website_submissions, plus a (port_id, triage_state, received_at)
  index for the inbox query.
- New PATCH /api/v1/admin/website-submissions/[id]/triage flips the
  state with audit log entry.
- List endpoint takes a `state` filter (default 'inbox' = open +
  assigned, hides converted + dismissed).
- UI: per-row Convert / Assign / Dismiss / Reopen actions; second
  filter row for state; triage badge per card. "Convert" jumps to
  /clients with prefill_name / prefill_email / prefill_phone /
  prefill_source / prefill_inquiry_id query params + marks the row
  converted (the client-create form will read those — same prefill
  pattern other entry points use).

1175/1175 vitest passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:48:59 +02:00

331 lines
12 KiB
TypeScript

'use client';
import { useMemo, useState } from 'react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { useParams, useRouter } from 'next/navigation';
import { formatDistanceToNow } from 'date-fns';
import { toast } from 'sonner';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import { apiFetch } from '@/lib/api/client';
type TriageState = 'open' | 'assigned' | 'converted' | 'dismissed';
type StateFilter = 'inbox' | 'open' | 'assigned' | 'converted' | 'dismissed' | 'all';
interface Submission {
id: string;
portId: string;
submissionId: string;
kind: 'berth_inquiry' | 'residence_inquiry' | 'contact_form';
payload: Record<string, unknown> | null;
legacyNocodbId: string | null;
sourceIp: string | null;
userAgent: string | null;
receivedAt: string;
triageState: TriageState;
triagedAt: string | null;
triagedBy: string | null;
}
const TRIAGE_BADGE: Record<TriageState, string> = {
open: 'bg-blue-100 text-blue-800',
assigned: 'bg-amber-100 text-amber-900',
converted: 'bg-emerald-100 text-emerald-800',
dismissed: 'bg-slate-100 text-slate-600',
};
interface ListResponse {
data: Submission[];
pagination: { nextCursor: { receivedAt: string; id: string } | null };
counts: Record<string, number>;
}
const KIND_LABELS: Record<Submission['kind'], string> = {
berth_inquiry: 'Berth inquiry',
residence_inquiry: 'Residence inquiry',
contact_form: 'Contact form',
};
const KIND_COLORS: Record<Submission['kind'], string> = {
berth_inquiry: 'bg-blue-100 text-blue-800',
residence_inquiry: 'bg-amber-100 text-amber-800',
contact_form: 'bg-slate-100 text-slate-800',
};
function pickName(payload: Record<string, unknown> | null): string {
if (!payload) return '';
const candidates = ['name', 'fullName', 'full_name', 'firstName', 'first_name'];
for (const k of candidates) {
const v = payload[k];
if (typeof v === 'string' && v.trim()) return v.trim();
}
return '';
}
function pickEmail(payload: Record<string, unknown> | null): string {
if (!payload) return '';
const v = payload['email'];
return typeof v === 'string' ? v : '';
}
function pickPhone(payload: Record<string, unknown> | null): string {
if (!payload) return '';
const v = payload['phone'] ?? payload['phoneNumber'] ?? payload['phone_number'];
return typeof v === 'string' ? v : '';
}
export function InquiryInbox() {
const [kind, setKind] = useState<Submission['kind'] | 'all'>('all');
const [state, setState] = useState<StateFilter>('inbox');
const [expanded, setExpanded] = useState<string | null>(null);
const qc = useQueryClient();
const router = useRouter();
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { data, isLoading, error } = useQuery({
queryKey: ['inquiry-inbox', kind, state],
queryFn: () => {
const qs = new URLSearchParams();
if (kind !== 'all') qs.set('kind', kind);
qs.set('state', state);
return apiFetch<ListResponse>(`/api/v1/admin/website-submissions?${qs}`);
},
});
const counts = data?.counts ?? {};
const totalAll = useMemo(() => Object.values(counts).reduce((sum, n) => sum + n, 0), [counts]);
const rows = data?.data ?? [];
const triageMutation = useMutation({
mutationFn: (args: { id: string; state: TriageState }) =>
apiFetch(`/api/v1/admin/website-submissions/${args.id}/triage`, {
method: 'PATCH',
body: { state: args.state },
}),
onSuccess: (_data, vars) => {
qc.invalidateQueries({ queryKey: ['inquiry-inbox'] });
toast.success(`Marked ${vars.state}.`);
},
onError: (err: unknown) => {
toast.error(err instanceof Error ? err.message : 'Triage update failed');
},
});
function convertToClient(row: Submission) {
// Mark converted then jump to /clients with prefilled query params.
// The /clients page reads ?prefill_* on mount and opens the New
// Client form with the values populated. Final form submission is
// entirely operator-driven; this just hands the data over.
const name = pickName(row.payload);
const email = pickEmail(row.payload);
const phone = pickPhone(row.payload);
triageMutation.mutate({ id: row.id, state: 'converted' });
const qs = new URLSearchParams();
if (name) qs.set('prefill_name', name);
if (email) qs.set('prefill_email', email);
if (phone) qs.set('prefill_phone', phone);
qs.set('prefill_source', 'website');
qs.set('prefill_inquiry_id', row.id);
router.push(`/${portSlug}/clients?${qs.toString()}`);
}
return (
<div>
<PageHeader
title="Inquiry inbox"
description="Submissions captured from the public marketing site (berth, residence, and contact forms)."
/>
<div className="flex items-center gap-2 mt-6 flex-wrap">
<FilterChip
label={`All kinds (${totalAll})`}
active={kind === 'all'}
onClick={() => setKind('all')}
/>
<FilterChip
label={`Berth inquiries (${counts.berth_inquiry ?? 0})`}
active={kind === 'berth_inquiry'}
onClick={() => setKind('berth_inquiry')}
/>
<FilterChip
label={`Residence (${counts.residence_inquiry ?? 0})`}
active={kind === 'residence_inquiry'}
onClick={() => setKind('residence_inquiry')}
/>
<FilterChip
label={`Contact (${counts.contact_form ?? 0})`}
active={kind === 'contact_form'}
onClick={() => setKind('contact_form')}
/>
</div>
<div className="flex items-center gap-2 mt-3 flex-wrap">
<span className="text-xs text-muted-foreground mr-1">State:</span>
<FilterChip
label="Inbox (open + assigned)"
active={state === 'inbox'}
onClick={() => setState('inbox')}
/>
<FilterChip label="Open" active={state === 'open'} onClick={() => setState('open')} />
<FilterChip
label="Assigned"
active={state === 'assigned'}
onClick={() => setState('assigned')}
/>
<FilterChip
label="Converted"
active={state === 'converted'}
onClick={() => setState('converted')}
/>
<FilterChip
label="Dismissed"
active={state === 'dismissed'}
onClick={() => setState('dismissed')}
/>
<FilterChip label="All states" active={state === 'all'} onClick={() => setState('all')} />
</div>
<div className="mt-6">
{isLoading ? (
<p className="text-sm text-muted-foreground py-6">Loading</p>
) : error ? (
<p className="text-sm text-red-600 py-6">
Failed to load inquiries: {error instanceof Error ? error.message : 'unknown error'}
</p>
) : rows.length === 0 ? (
<Card>
<CardContent className="py-10 text-center text-sm text-muted-foreground">
No website submissions yet for this filter.
</CardContent>
</Card>
) : (
<div className="space-y-3">
{rows.map((row) => {
const name = pickName(row.payload);
const email = pickEmail(row.payload);
const phone = pickPhone(row.payload);
const ago = formatDistanceToNow(new Date(row.receivedAt), { addSuffix: true });
const isOpen = expanded === row.id;
return (
<Card key={row.id}>
<CardHeader className="pb-3">
<div className="flex items-start justify-between gap-3">
<div className="flex-1">
<div className="flex items-center gap-2 flex-wrap">
<Badge className={KIND_COLORS[row.kind]}>{KIND_LABELS[row.kind]}</Badge>
<Badge className={TRIAGE_BADGE[row.triageState]}>{row.triageState}</Badge>
<span
className="text-xs text-muted-foreground"
title={new Date(row.receivedAt).toISOString()}
>
{ago}
</span>
</div>
<CardTitle className="mt-2 text-base font-medium">
{name || '(no name supplied)'}
</CardTitle>
<div className="text-sm text-muted-foreground mt-1 space-x-3">
{email ? <span>{email}</span> : null}
{phone ? <span>{phone}</span> : null}
{row.sourceIp ? (
<span className="text-xs">from {row.sourceIp}</span>
) : null}
</div>
</div>
<Button
size="sm"
variant="outline"
onClick={() => setExpanded(isOpen ? null : row.id)}
>
{isOpen ? 'Hide payload' : 'View payload'}
</Button>
</div>
{row.triageState !== 'converted' && row.triageState !== 'dismissed' && (
<div className="mt-3 flex items-center gap-2 flex-wrap">
<Button
size="sm"
onClick={() => convertToClient(row)}
disabled={triageMutation.isPending}
>
Convert to client
</Button>
{row.triageState === 'open' && (
<Button
size="sm"
variant="outline"
onClick={() => triageMutation.mutate({ id: row.id, state: 'assigned' })}
disabled={triageMutation.isPending}
>
Assign to me
</Button>
)}
<Button
size="sm"
variant="ghost"
onClick={() => triageMutation.mutate({ id: row.id, state: 'dismissed' })}
disabled={triageMutation.isPending}
>
Dismiss
</Button>
</div>
)}
{(row.triageState === 'converted' || row.triageState === 'dismissed') && (
<div className="mt-3">
<Button
size="sm"
variant="ghost"
onClick={() => triageMutation.mutate({ id: row.id, state: 'open' })}
disabled={triageMutation.isPending}
>
Reopen
</Button>
</div>
)}
</CardHeader>
{isOpen && (
<CardContent>
<pre className="bg-muted/40 rounded-md p-3 text-xs overflow-auto max-h-96">
{JSON.stringify(row.payload, null, 2)}
</pre>
</CardContent>
)}
</Card>
);
})}
</div>
)}
</div>
</div>
);
}
function FilterChip({
label,
active,
onClick,
}: {
label: string;
active: boolean;
onClick: () => void;
}) {
return (
<button
type="button"
onClick={onClick}
className={`px-3 py-1.5 rounded-full text-sm border transition ${
active
? 'bg-primary text-primary-foreground border-primary'
: 'bg-background text-foreground border-border hover:bg-muted'
}`}
>
{label}
</button>
);
}