Files
pn-new-crm/src/app/(dashboard)/[portSlug]/expenses/page.tsx
Matt 6b28459c45 feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.

Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
  three doc-status columns, two documenso-id columns, and
  date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
  interest_qualifications (per-interest state), payments (deposit /
  balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
  the new stage + doc-status + outcome shape.

Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).

v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
       the contact-log compose dialog (useVoiceTranscription hook).
- C:   berth-rules-engine wraps state writes in pg_advisory_xact_lock
       with an idempotent re-read; emits rule_evaluated audit traces.
- D:   Documenso webhook: reservation/contract sub-status stamping
       moved out of the PDF-download try-block so a download failure
       no longer swallows the stamp. New integration test coverage.
- E:   /admin/qualification-criteria CRUD page + admin component.
- F:   default_new_interest_owner exposed in System Settings.
- G:   recentActivityCount + active_engagement deal-pulse signal
       surfaced as a chip on interests + hot-deals card.
- H:   interest_assigned notification on assignedTo change (skips
       self-assign, uses a dedupe key).

Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.

Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00

208 lines
6.8 KiB
TypeScript

'use client';
import { useMemo, useState } from 'react';
import { useParams } from 'next/navigation';
import { Plus, Download, FileText, FileSpreadsheet } from 'lucide-react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { Button } from '@/components/ui/button';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from '@/components/ui/dropdown-menu';
import { DataTable } from '@/components/shared/data-table';
import { FilterBar } from '@/components/shared/filter-bar';
import { PageHeader } from '@/components/shared/page-header';
import { EmptyState } from '@/components/shared/empty-state';
import { TableSkeleton } from '@/components/shared/loading-skeleton';
import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
import { PermissionGate } from '@/components/shared/permission-gate';
import { ExpenseFormDialog } from '@/components/expenses/expense-form-dialog';
import { ExpenseCard } from '@/components/expenses/expense-card';
import { buildExpenseFilterDefinitions } from '@/components/expenses/expense-filters';
import { getExpenseColumns, type ExpenseRow } from '@/components/expenses/expense-columns';
import { useCreateFromUrl } from '@/hooks/use-create-from-url';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client';
export default function ExpensesPage() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const queryClient = useQueryClient();
// Per-port category override. Falls back to shipped defaults until the
// vocab call resolves, so the filter bar always renders something.
const { data: vocab } = useQuery<{ data: Record<string, readonly string[]> }>({
queryKey: ['vocabularies'],
queryFn: () => apiFetch('/api/v1/vocabularies'),
staleTime: 5 * 60_000,
});
const filterDefs = useMemo(
() => buildExpenseFilterDefinitions(vocab?.data?.expense_categories),
[vocab],
);
const [createOpen, setCreateOpen] = useState(false);
useCreateFromUrl(() => setCreateOpen(true));
const [editExpense, setEditExpense] = useState<ExpenseRow | null>(null);
const [archiveExpense, setArchiveExpense] = useState<ExpenseRow | null>(null);
const {
data,
pagination,
isLoading,
isFetching,
sort,
setSort,
setPage,
setPageSize,
filters,
setFilter,
clearFilters,
} = usePaginatedQuery<ExpenseRow>({
queryKey: ['expenses'],
endpoint: '/api/v1/expenses',
filterDefinitions: filterDefs,
});
useRealtimeInvalidation({
'expense:created': [['expenses']],
'expense:updated': [['expenses']],
'expense:archived': [['expenses']],
});
const archiveMutation = useMutation({
mutationFn: (id: string) => apiFetch(`/api/v1/expenses/${id}`, { method: 'DELETE' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['expenses'] });
setArchiveExpense(null);
},
});
async function handleExport(type: 'csv' | 'pdf') {
const res = await fetch(`/api/v1/expenses/export/${type}`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(filters),
credentials: 'include',
});
if (!res.ok) return;
const blob = await res.blob();
const url = URL.createObjectURL(blob);
const a = document.createElement('a');
a.href = url;
a.download = `expenses.${type}`;
a.click();
URL.revokeObjectURL(url);
}
const columns = getExpenseColumns({
portSlug,
onEdit: (expense) => setEditExpense(expense),
onArchive: (expense) => setArchiveExpense(expense),
});
return (
<div className="space-y-4">
<PageHeader
title="Expenses"
description="Track and manage port expenses"
actions={
<div className="flex items-center gap-2">
<PermissionGate resource="expenses" action="view">
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button variant="outline" size="sm">
<Download className="mr-1.5 h-4 w-4" />
Export
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem onClick={() => handleExport('csv')}>
<FileSpreadsheet className="mr-2 h-4 w-4" />
Export CSV
</DropdownMenuItem>
<DropdownMenuItem onClick={() => handleExport('pdf')}>
<FileText className="mr-2 h-4 w-4" />
Export PDF
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
</PermissionGate>
<PermissionGate resource="expenses" action="create">
<Button size="sm" onClick={() => setCreateOpen(true)}>
<Plus className="mr-1.5 h-4 w-4" />
New Expense
</Button>
</PermissionGate>
</div>
}
/>
<FilterBar
filters={filterDefs}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
{isLoading ? (
<TableSkeleton />
) : (
<DataTable
columns={columns}
data={data}
pagination={pagination}
onPaginationChange={(p, ps) => {
setPage(p);
setPageSize(ps);
}}
sort={sort}
onSortChange={setSort}
isLoading={isFetching && !isLoading}
getRowId={(row) => row.id}
cardRender={(row) => (
<ExpenseCard
expense={row.original}
portSlug={portSlug}
onEdit={setEditExpense}
onArchive={setArchiveExpense}
/>
)}
emptyState={
<EmptyState
title="No expenses found"
description="Get started by adding your first expense."
action={{ label: 'New Expense', onClick: () => setCreateOpen(true) }}
/>
}
/>
)}
<ExpenseFormDialog open={createOpen} onOpenChange={setCreateOpen} />
{editExpense && (
<ExpenseFormDialog
open={!!editExpense}
onOpenChange={(open) => !open && setEditExpense(null)}
expense={editExpense}
/>
)}
<ArchiveConfirmDialog
open={!!archiveExpense}
onOpenChange={(open) => !open && setArchiveExpense(null)}
entityName={archiveExpense?.establishmentName ?? 'this expense'}
entityType="Expense"
isArchived={false}
onConfirm={() => archiveExpense && archiveMutation.mutate(archiveExpense.id)}
isLoading={archiveMutation.isPending}
/>
</div>
);
}