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>
342 lines
12 KiB
TypeScript
342 lines
12 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import { Plus, Trash2, ChevronUp, ChevronDown, Save } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import { Input } from '@/components/ui/input';
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import { Label } from '@/components/ui/label';
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import { Textarea } from '@/components/ui/textarea';
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import { Switch } from '@/components/ui/switch';
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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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 { cn } from '@/lib/utils';
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interface CriterionRow {
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id: string;
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key: string;
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label: string;
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description: string | null;
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enabled: boolean;
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displayOrder: number;
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}
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interface ListResponse {
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data: CriterionRow[];
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}
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/**
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* Per-port qualification-criteria admin. Lists current criteria, add via
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* the dialog, toggle enabled inline, drag-style reorder via up/down buttons
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* (keeps the UI simple for v1; can swap to a real DnD later if reps want it).
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*/
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export function QualificationCriteriaAdmin() {
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const queryClient = useQueryClient();
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const [createOpen, setCreateOpen] = useState(false);
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const { data, isLoading } = useQuery<ListResponse>({
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queryKey: ['qualification-criteria'],
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queryFn: () => apiFetch('/api/v1/admin/qualification-criteria'),
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});
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const criteria = data?.data ?? [];
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const toggleEnabled = useMutation({
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mutationFn: async (vars: { id: string; enabled: boolean }) =>
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apiFetch(`/api/v1/admin/qualification-criteria/${vars.id}`, {
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method: 'PATCH',
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body: { enabled: vars.enabled },
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}),
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onSuccess: () => queryClient.invalidateQueries({ queryKey: ['qualification-criteria'] }),
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onError: (err) => toastError(err),
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});
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const reorder = useMutation({
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mutationFn: async (vars: { id: string; displayOrder: number }) =>
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apiFetch(`/api/v1/admin/qualification-criteria/${vars.id}`, {
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method: 'PATCH',
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body: { displayOrder: vars.displayOrder },
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}),
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onSuccess: () => queryClient.invalidateQueries({ queryKey: ['qualification-criteria'] }),
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onError: (err) => toastError(err),
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});
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const deleteCriterion = useMutation({
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mutationFn: async (id: string) =>
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apiFetch(`/api/v1/admin/qualification-criteria/${id}`, { method: 'DELETE' }),
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onSuccess: () => queryClient.invalidateQueries({ queryKey: ['qualification-criteria'] }),
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onError: (err) => toastError(err),
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});
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if (isLoading) {
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return <div className="text-sm text-muted-foreground">Loading criteria…</div>;
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}
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return (
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<div className="space-y-4">
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<div className="flex items-center justify-between">
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<p className="text-sm text-muted-foreground">
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{criteria.length} criteria configured · {criteria.filter((c) => c.enabled).length} enabled
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</p>
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<Button size="sm" onClick={() => setCreateOpen(true)} className="gap-1.5">
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<Plus className="size-4" aria-hidden />
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Add criterion
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</Button>
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</div>
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{criteria.length === 0 ? (
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<div className="rounded-lg border border-dashed bg-muted/20 p-8 text-center">
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<p className="text-sm font-medium">No criteria configured yet.</p>
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<p className="mt-1 text-xs text-muted-foreground">
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Add the first criterion the rep needs to confirm before a deal can be qualified.
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</p>
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</div>
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) : (
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<ul className="divide-y divide-border rounded-lg border">
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{criteria.map((c, idx) => {
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const isFirst = idx === 0;
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const isLast = idx === criteria.length - 1;
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return (
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<li key={c.id} className="flex items-start gap-3 p-3">
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<div className="flex flex-col gap-0.5">
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<button
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type="button"
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aria-label="Move up"
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disabled={isFirst || reorder.isPending}
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onClick={() =>
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reorder.mutate({ id: c.id, displayOrder: Math.max(0, c.displayOrder - 1) })
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}
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className={cn(
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'rounded p-0.5 text-muted-foreground hover:text-foreground disabled:opacity-30',
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)}
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>
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<ChevronUp className="size-3.5" aria-hidden />
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</button>
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<button
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type="button"
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aria-label="Move down"
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disabled={isLast || reorder.isPending}
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onClick={() => reorder.mutate({ id: c.id, displayOrder: c.displayOrder + 1 })}
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className={cn(
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'rounded p-0.5 text-muted-foreground hover:text-foreground disabled:opacity-30',
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)}
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>
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<ChevronDown className="size-3.5" aria-hidden />
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</button>
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</div>
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<CriterionEditableRow
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criterion={c}
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onToggleEnabled={(enabled) => toggleEnabled.mutate({ id: c.id, enabled })}
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/>
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<button
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type="button"
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aria-label="Delete criterion"
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disabled={deleteCriterion.isPending}
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onClick={() => {
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if (
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confirm(
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`Delete criterion "${c.label}"? Per-interest state rows for this key will become orphaned (hidden from the UI but kept in audit history).`,
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)
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) {
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deleteCriterion.mutate(c.id);
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}
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}}
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className="ml-auto rounded p-1.5 text-muted-foreground hover:bg-destructive/10 hover:text-destructive"
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>
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<Trash2 className="size-4" aria-hidden />
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</button>
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</li>
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);
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})}
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</ul>
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)}
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<CreateCriterionDialog open={createOpen} onOpenChange={setCreateOpen} />
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</div>
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);
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}
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function CriterionEditableRow({
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criterion,
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onToggleEnabled,
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}: {
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criterion: CriterionRow;
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onToggleEnabled: (enabled: boolean) => void;
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}) {
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const queryClient = useQueryClient();
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const [label, setLabel] = useState(criterion.label);
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const [description, setDescription] = useState(criterion.description ?? '');
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const isDirty =
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label.trim() !== criterion.label || (description.trim() || null) !== criterion.description;
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const save = useMutation({
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mutationFn: async () =>
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apiFetch(`/api/v1/admin/qualification-criteria/${criterion.id}`, {
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method: 'PATCH',
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body: { label: label.trim(), description: description.trim() || null },
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}),
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onSuccess: () => queryClient.invalidateQueries({ queryKey: ['qualification-criteria'] }),
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onError: (err) => toastError(err),
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});
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return (
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<div className="flex-1 space-y-1.5">
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<div className="flex items-center gap-2">
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<Input
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value={label}
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onChange={(e) => setLabel(e.target.value)}
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className="h-7 max-w-md text-sm font-medium"
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/>
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<code className="rounded bg-muted px-1.5 py-0.5 text-[10px] text-muted-foreground">
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{criterion.key}
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</code>
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<div className="ml-auto flex items-center gap-2">
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{isDirty ? (
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<Button
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size="sm"
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variant="outline"
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className="h-7 px-2 text-xs"
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disabled={save.isPending || label.trim().length === 0}
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onClick={() => save.mutate()}
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>
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<Save className="size-3" aria-hidden />
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Save
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</Button>
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) : null}
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<Switch
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checked={criterion.enabled}
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onCheckedChange={onToggleEnabled}
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aria-label={criterion.enabled ? 'Disable' : 'Enable'}
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/>
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</div>
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</div>
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<Textarea
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value={description}
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onChange={(e) => setDescription(e.target.value)}
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rows={2}
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placeholder="Optional helper text shown under the checkbox on the interest detail page."
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className="text-xs"
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/>
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</div>
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);
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}
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function CreateCriterionDialog({
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open,
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onOpenChange,
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}: {
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open: boolean;
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onOpenChange: (v: boolean) => void;
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}) {
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const queryClient = useQueryClient();
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const [key, setKey] = useState('');
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const [label, setLabel] = useState('');
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const [description, setDescription] = useState('');
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const [enabled, setEnabled] = useState(true);
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const mutation = useMutation({
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mutationFn: async () =>
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apiFetch('/api/v1/admin/qualification-criteria', {
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method: 'POST',
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body: {
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key: key.trim(),
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label: label.trim(),
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description: description.trim() || null,
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enabled,
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displayOrder: 999,
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},
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}),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['qualification-criteria'] });
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onOpenChange(false);
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setKey('');
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setLabel('');
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setDescription('');
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setEnabled(true);
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},
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onError: (err) => toastError(err),
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});
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const canSubmit =
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key.trim().length > 0 &&
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/^[a-z][a-z0-9_]*$/.test(key.trim()) &&
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label.trim().length > 0 &&
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!mutation.isPending;
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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>Add qualification criterion</DialogTitle>
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<DialogDescription>
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The <strong>key</strong> is a stable identifier code references (lowercase alphanumeric
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+ underscores). It can't be changed once created — per-interest state rows
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reference it.
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</DialogDescription>
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</DialogHeader>
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<div className="space-y-3 py-1">
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<div className="space-y-1">
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<Label htmlFor="qc-key">Key</Label>
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<Input
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id="qc-key"
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value={key}
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onChange={(e) => setKey(e.target.value.toLowerCase())}
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placeholder="e.g. budget_confirmed"
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/>
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{key && !/^[a-z][a-z0-9_]*$/.test(key) ? (
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<p className="text-[11px] text-rose-700">
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Must start with a letter; lowercase alphanumeric and underscores only.
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</p>
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) : null}
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</div>
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<div className="space-y-1">
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<Label htmlFor="qc-label">Label</Label>
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<Input
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id="qc-label"
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value={label}
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onChange={(e) => setLabel(e.target.value)}
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placeholder="e.g. Budget confirmed"
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/>
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</div>
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<div className="space-y-1">
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<Label htmlFor="qc-desc">Description (optional)</Label>
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<Textarea
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id="qc-desc"
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value={description}
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onChange={(e) => setDescription(e.target.value)}
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rows={2}
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placeholder="Shown under the checkbox on the interest detail page."
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/>
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</div>
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<label className="flex items-center gap-2 text-sm">
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<Switch checked={enabled} onCheckedChange={setEnabled} />
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Enabled by default
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</label>
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</div>
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<DialogFooter>
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<Button
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variant="outline"
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onClick={() => onOpenChange(false)}
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disabled={mutation.isPending}
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>
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Cancel
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</Button>
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<Button disabled={!canSubmit} onClick={() => mutation.mutate()}>
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{mutation.isPending ? 'Adding…' : 'Add criterion'}
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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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