Files
pn-new-crm/src/components/admin/qualification-criteria-admin.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

342 lines
12 KiB
TypeScript

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