Address the highest-impact items from the copy-auditor's CRITICAL +
HIGH + MEDIUM bands:
**C2 portal raw-status leak**
- Drop the staff-only `leadCategory` chip from the portal interests
page entirely. Privacy + optics: clients should never see "hot lead"
in their own portal. `eoiStatus` was already wrapped in
`portalSigningLabel`; only the categorical chip remained.
**C3 signing-status label drift**
- Add `src/lib/labels/document-status.ts` as the single source of
truth for the {draft, sent, partially_signed, completed, expired,
cancelled} lifecycle: labels (CRM + portal variants), StatusPill
variant, and the "active / in-flight" set.
- Wire it into interest-eoi-tab, interest-contract-tab,
interest-reservation-tab — they previously redefined identical
STATUS_LABELS / ACTIVE_STATUSES blocks per-file.
**H1 + M3 verbiage codemod**
- `Save Changes` → `Save changes` (sentence case, matches the
surrounding admin/CRM pattern).
- `Saving...` (ASCII three dots) → `Saving…` (Unicode ellipsis).
Matches the project's UTF-8-elsewhere convention and reads
correctly via screen-readers.
**M1 envelope jargon → signing request**
- smart-archive-dialog: "Leave envelope pending" → "Leave signing
request pending"; "Void the signing envelope" → "Cancel the signing
request"; section header updated to match.
- document-detail: "voids the signing envelope" → "cancels the signing
request".
- bulk-archive-wizard: "leave invoices/signing envelopes alone" →
"leave invoices/signing requests alone".
- Documenso admin page intentionally keeps `envelope` (dev/integration
vocabulary).
**M5 Hot Lead casing**
- Normalize `Hot Lead` / `General Interest` / `Specific Qualified` to
sentence case in `constants.ts` LABEL_OVERRIDES and all per-file
lead-category maps so the CRM trend (sentence case) is consistent.
**C1 surface-level rename**
- "Linked prospect (optional)" → "Linked interest (optional)" on the
berth status-change dialog.
- "Deal Documents" tab → "Interest Documents" (URL/route kept as
`/deal-documents` to avoid breaking deep links; rename deferred).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
123 lines
4.8 KiB
TypeScript
123 lines
4.8 KiB
TypeScript
import { redirect } from 'next/navigation';
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import { Anchor } from 'lucide-react';
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import type { Metadata } from 'next';
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import { getPortalSession } from '@/lib/portal/auth';
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import { getClientInterests } from '@/lib/services/portal.service';
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import { Badge } from '@/components/ui/badge';
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import { stageLabel, safeStage, type PipelineStage } from '@/lib/constants';
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export const metadata: Metadata = { title: 'Interests' };
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// Portal-friendly labels for signing-process status fields. The audit
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// caught raw enum leak ("waiting_for_signatures" with underscores) at
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// the client-facing surface. Map every known value to plain English;
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// fall back to a Title-Case rendering for any new states.
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const PORTAL_SIGNING_LABELS: Record<string, string> = {
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not_started: 'Not started',
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draft: 'Drafted',
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awaiting_them: 'Awaiting their signature',
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awaiting_me: 'Awaiting your signature',
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waiting_for_signatures: 'Waiting for signatures',
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partially_signed: 'Partially signed',
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sent: 'Sent for signing',
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signed: 'Signed',
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completed: 'Signed',
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expired: 'Expired',
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cancelled: 'Cancelled',
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rejected: 'Rejected',
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};
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function portalSigningLabel(status: string): string {
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if (status in PORTAL_SIGNING_LABELS) return PORTAL_SIGNING_LABELS[status]!;
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return status
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.split('_')
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.map((p) => (p ? p[0]!.toUpperCase() + p.slice(1) : p))
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.join(' ');
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}
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const STAGE_VARIANT: Record<PipelineStage, 'default' | 'secondary' | 'destructive' | 'outline'> = {
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open: 'secondary',
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details_sent: 'secondary',
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in_communication: 'default',
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eoi_sent: 'default',
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eoi_signed: 'default',
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deposit_10pct: 'default',
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contract_sent: 'default',
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contract_signed: 'default',
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completed: 'outline',
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};
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export default async function PortalInterestsPage() {
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const session = await getPortalSession();
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if (!session) redirect('/portal/login');
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const interests = await getClientInterests(session.clientId, session.portId);
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return (
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<div className="space-y-6">
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<div>
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<h1 className="text-2xl font-semibold text-gray-900">Berth Interests</h1>
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<p className="text-sm text-gray-500 mt-1">Your berth enquiries and applications</p>
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</div>
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{interests.length === 0 ? (
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<div className="bg-white rounded-lg border p-12 text-center">
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<Anchor className="h-10 w-10 text-gray-300 mx-auto mb-3" />
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<p className="text-gray-500 font-medium">No interests on file</p>
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<p className="text-sm text-gray-400 mt-1">
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Contact your port representative to discuss available berths.
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</p>
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</div>
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) : (
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<div className="space-y-3">
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{interests.map((interest) => (
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<div key={interest.id} className="bg-white rounded-lg border p-5">
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<div className="flex items-start justify-between gap-4">
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-1">
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{interest.berthMooringNumber ? (
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<span className="font-medium text-gray-900">
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Berth {interest.berthMooringNumber}
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</span>
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) : (
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<span className="font-medium text-gray-900">General Interest</span>
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)}
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{interest.berthArea && (
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<span className="text-sm text-gray-400">- {interest.berthArea}</span>
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)}
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</div>
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{/* leadCategory ("hot_lead" / "qualified_lead" / etc.)
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is a staff classification — never render to clients.
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Privacy + optics: we shouldn't be telling the
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prospect they're a "hot lead". */}
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<div className="flex flex-wrap gap-2 mt-2 text-xs text-gray-400">
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{interest.dateFirstContact && (
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<span>
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First contact:{' '}
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{new Date(interest.dateFirstContact).toLocaleDateString('en-US', {
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year: 'numeric',
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month: 'short',
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day: 'numeric',
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})}
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</span>
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)}
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{interest.eoiStatus && (
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<span>EOI: {portalSigningLabel(interest.eoiStatus)}</span>
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)}
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{interest.contractStatus && (
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<span>Contract: {portalSigningLabel(interest.contractStatus)}</span>
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)}
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</div>
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</div>
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<Badge variant={STAGE_VARIANT[safeStage(interest.pipelineStage)]}>
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{stageLabel(interest.pipelineStage)}
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</Badge>
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</div>
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</div>
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))}
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</div>
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)}
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</div>
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);
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}
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