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>
443 lines
13 KiB
TypeScript
443 lines
13 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { Loader2, Mail, MoreHorizontal, Phone, Plus, Star, Trash2 } from 'lucide-react';
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import { WhatsAppIcon } from '@/components/icons/whatsapp';
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import { toast } from 'sonner';
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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 {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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import { InlinePhoneField } from '@/components/shared/inline-phone-field';
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import { PhoneInput, type PhoneInputValue } from '@/components/shared/phone-input';
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import { useConfirmation } from '@/hooks/use-confirmation';
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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 Contact {
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id: string;
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channel: string;
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value: string;
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valueE164?: string | null;
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valueCountry?: string | null;
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label?: string | null;
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isPrimary: boolean;
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}
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const CHANNEL_OPTIONS = [
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{ value: 'email', label: 'Email' },
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{ value: 'phone', label: 'Phone' },
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{ value: 'whatsapp', label: 'WhatsApp' },
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{ value: 'other', label: 'Other' },
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];
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const CHANNEL_ICONS: Record<string, React.ComponentType<{ className?: string }>> = {
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email: Mail,
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phone: Phone,
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whatsapp: WhatsAppIcon,
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other: MoreHorizontal,
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};
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export function ContactsEditor({ clientId, contacts }: { clientId: string; contacts: Contact[] }) {
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const qc = useQueryClient();
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const [adding, setAdding] = useState(false);
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const { confirm, dialog: confirmDialog } = useConfirmation();
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function invalidate() {
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qc.invalidateQueries({ queryKey: ['clients', clientId] });
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}
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const updateMutation = useMutation({
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mutationFn: async ({
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contactId,
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patch,
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}: {
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contactId: string;
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patch: Partial<
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Pick<Contact, 'channel' | 'value' | 'valueE164' | 'valueCountry' | 'label' | 'isPrimary'>
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>;
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}) =>
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apiFetch(`/api/v1/clients/${clientId}/contacts/${contactId}`, {
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method: 'PATCH',
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body: patch,
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}),
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onSuccess: invalidate,
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});
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const addMutation = useMutation({
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mutationFn: async (data: {
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channel: string;
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value: string;
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valueE164?: string | null;
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valueCountry?: string | null;
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label?: string;
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}) =>
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apiFetch(`/api/v1/clients/${clientId}/contacts`, {
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method: 'POST',
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body: { ...data, isPrimary: false },
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}),
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onSuccess: invalidate,
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});
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const removeMutation = useMutation({
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mutationFn: async (contactId: string) =>
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apiFetch(`/api/v1/clients/${clientId}/contacts/${contactId}`, { method: 'DELETE' }),
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onSuccess: invalidate,
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});
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return (
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<div className="space-y-2">
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{contacts.length === 0 && !adding && (
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<p className="text-sm text-muted-foreground">No contacts yet</p>
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)}
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{contacts.map((c) => (
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<ContactRow
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key={c.id}
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contact={c}
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onUpdate={(patch) => updateMutation.mutateAsync({ contactId: c.id, patch })}
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onRemove={async () => {
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const ok = await confirm({
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title: 'Remove contact',
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description: 'Remove this contact?',
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confirmLabel: 'Remove',
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});
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if (!ok) return;
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await removeMutation.mutateAsync(c.id);
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}}
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/>
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))}
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{adding ? (
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<NewContactForm
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onCancel={() => setAdding(false)}
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onSave={async (data) => {
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await addMutation.mutateAsync(data);
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setAdding(false);
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}}
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/>
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) : (
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<Button
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type="button"
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variant="outline"
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size="sm"
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onClick={() => setAdding(true)}
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className="w-full justify-center"
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>
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<Plus className="h-3.5 w-3.5 mr-1.5" aria-hidden />
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Add contact
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</Button>
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)}
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{confirmDialog}
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</div>
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);
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}
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function ContactRow({
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contact,
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onUpdate,
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onRemove,
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}: {
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contact: Contact;
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onUpdate: (
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patch: Partial<
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Pick<Contact, 'channel' | 'value' | 'valueE164' | 'valueCountry' | 'label' | 'isPrimary'>
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>,
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) => Promise<unknown>;
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onRemove: () => void;
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}) {
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const Icon = CHANNEL_ICONS[contact.channel] ?? MoreHorizontal;
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const [phoneEditing, setPhoneEditing] = useState(false);
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async function togglePrimary() {
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try {
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await onUpdate({ isPrimary: !contact.isPrimary });
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} catch (err) {
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toastError(err);
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}
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}
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async function changeChannel(next: string) {
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if (next === contact.channel) return;
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try {
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await onUpdate({ channel: next });
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} catch (err) {
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toastError(err);
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}
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}
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return (
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<div
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data-editing={phoneEditing ? 'true' : undefined}
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className={cn(
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'group rounded-lg border text-sm transition-all duration-150',
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// Active-edit dilation: lift the row out of the muted baseline with a
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// soft primary ring + slightly brighter surface. Single visual signal
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// replaces the need for any "now editing" label.
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phoneEditing
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? 'bg-card border-primary/30 ring-2 ring-primary/15 shadow-sm p-3 gap-3'
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: 'bg-muted/30 p-2 gap-2',
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// Stack value editor / action cluster on mobile; single row on sm+.
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'flex flex-col sm:flex-row sm:items-center',
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)}
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>
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{/* Top / left: channel + value */}
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<div className="flex min-w-0 flex-1 items-center gap-2">
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<ChannelPicker value={contact.channel} onChange={changeChannel}>
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<Icon className="h-3.5 w-3.5 text-muted-foreground" aria-hidden />
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</ChannelPicker>
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<div className="min-w-0 flex-1">
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{contact.channel === 'phone' || contact.channel === 'whatsapp' ? (
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<InlinePhoneField
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e164={contact.valueE164 ?? null}
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country={contact.valueCountry ?? null}
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onEditingChange={setPhoneEditing}
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onSave={async ({ e164, country }) => {
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if (!e164) {
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toast.error('Phone number is required');
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return;
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}
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await onUpdate({ value: e164, valueE164: e164, valueCountry: country });
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}}
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/>
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) : (
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<InlineEditableField
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value={contact.value}
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onSave={async (v) => {
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if (!v) {
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toast.error('Value is required');
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return;
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}
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await onUpdate({ value: v });
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}}
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/>
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)}
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</div>
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</div>
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{/* Bottom / right: tag + actions.
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Two layers of hiding compose here:
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(a) phoneEditing - when the phone editor is open, hide the entire
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action cluster (tag + star + trash) so the user can focus on
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the form without chips fighting for space.
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(b) contact.value - when the value is empty (stale import row,
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aborted edit), hide just the tag + Make-primary star;
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neither makes sense without a value. The trash icon stays
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so the user can clean up the empty entry.
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On touch (no hover), trash is always rendered; on desktop it
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fades in on hover only (sm:opacity-0 + sm:group-hover:opacity-100). */}
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{!phoneEditing ? (
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<div className="flex shrink-0 items-center justify-end gap-2">
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{contact.value ? (
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<>
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<div className="w-28 text-right text-xs text-muted-foreground">
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<InlineEditableField
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value={
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contact.label && contact.label.toLowerCase() !== 'primary'
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? contact.label
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: null
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}
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emptyText="Add tag"
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placeholder="work, home…"
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onSave={async (v) => {
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await onUpdate({ label: v });
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}}
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/>
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</div>
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<button
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type="button"
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onClick={togglePrimary}
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title={contact.isPrimary ? 'Primary' : 'Make primary'}
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className={cn(
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'rounded p-1 transition-colors hover:bg-background/60',
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contact.isPrimary ? 'text-primary' : 'text-muted-foreground/50',
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)}
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>
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<Star className={cn('h-3.5 w-3.5', contact.isPrimary && 'fill-current')} />
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</button>
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</>
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) : null}
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<button
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type="button"
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onClick={onRemove}
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title="Remove"
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className="rounded p-1 text-muted-foreground/50 transition-all hover:bg-background/60 hover:text-destructive sm:opacity-0 sm:group-hover:opacity-100"
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>
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<Trash2 className="h-3.5 w-3.5" aria-hidden />
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</button>
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</div>
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) : null}
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</div>
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);
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}
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function ChannelPicker({
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value,
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onChange,
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children,
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}: {
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value: string;
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onChange: (next: string) => void;
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children: React.ReactNode;
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}) {
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return (
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<Select value={value} onValueChange={onChange}>
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<SelectTrigger
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className="h-7 w-7 p-0 border-none bg-transparent hover:bg-background/60 [&>svg]:hidden justify-center"
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aria-label="Channel"
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>
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<SelectValue>{children}</SelectValue>
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</SelectTrigger>
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<SelectContent>
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{CHANNEL_OPTIONS.map((o) => (
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<SelectItem key={o.value} value={o.value}>
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{o.label}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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);
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}
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function NewContactForm({
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onSave,
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onCancel,
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}: {
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onSave: (data: {
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channel: string;
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value: string;
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valueE164?: string | null;
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valueCountry?: string | null;
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label?: string;
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}) => Promise<void>;
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onCancel: () => void;
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}) {
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const [channel, setChannel] = useState('email');
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const [value, setValue] = useState('');
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const [phoneValue, setPhoneValue] = useState<PhoneInputValue | null>(null);
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const [label, setLabel] = useState('');
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const [saving, setSaving] = useState(false);
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const isPhoneChannel = channel === 'phone' || channel === 'whatsapp';
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async function submit() {
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if (isPhoneChannel) {
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if (!phoneValue?.e164) return;
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setSaving(true);
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try {
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await onSave({
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channel,
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value: phoneValue.e164,
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valueE164: phoneValue.e164,
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valueCountry: phoneValue.country,
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label: label.trim() || undefined,
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});
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} catch (err) {
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toastError(err);
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} finally {
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setSaving(false);
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}
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return;
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}
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if (!value.trim()) return;
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setSaving(true);
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try {
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await onSave({ channel, value: value.trim(), label: label.trim() || undefined });
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} catch (err) {
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toastError(err);
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} finally {
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setSaving(false);
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}
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}
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const submitDisabled = saving || (isPhoneChannel ? !phoneValue?.e164 : !value.trim());
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return (
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// Single row on sm+; wraps onto multiple lines below 640px so the channel
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// picker, value field, label, and buttons each get their own usable width.
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<div className="flex flex-wrap items-center gap-2 rounded-lg border bg-muted/30 p-2 text-sm">
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<Select
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value={channel}
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onValueChange={(next) => {
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setChannel(next);
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// Reset cross-mode state so a stale email doesn't ride along on a phone submit.
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if (next === 'phone' || next === 'whatsapp') setValue('');
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else setPhoneValue(null);
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}}
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>
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<SelectTrigger className="h-7 w-28 text-xs">
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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{CHANNEL_OPTIONS.map((o) => (
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<SelectItem key={o.value} value={o.value}>
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{o.label}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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{isPhoneChannel ? (
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<div className="min-w-0 flex-1 basis-full sm:basis-auto">
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<PhoneInput
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value={phoneValue}
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onChange={(v) => setPhoneValue(v)}
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data-testid="new-contact-phone"
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/>
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</div>
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) : (
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<Input
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value={value}
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onChange={(e) => setValue(e.target.value)}
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placeholder={channel === 'email' ? 'name@example.com' : 'value'}
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className="h-7 min-w-0 flex-1 basis-full text-sm sm:basis-auto"
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autoFocus
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disabled={saving}
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onKeyDown={(e) => {
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if (e.key === 'Enter') {
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e.preventDefault();
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void submit();
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}
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if (e.key === 'Escape') onCancel();
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}}
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/>
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)}
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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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placeholder="tag (optional)"
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className="h-7 w-28 text-xs"
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disabled={saving}
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onKeyDown={(e) => {
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if (e.key === 'Enter') {
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e.preventDefault();
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void submit();
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}
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if (e.key === 'Escape') onCancel();
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}}
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/>
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<div className="ml-auto flex gap-2">
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<Button type="button" size="sm" onClick={submit} disabled={submitDisabled}>
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{saving ? <Loader2 className="h-3.5 w-3.5 animate-spin" aria-hidden /> : 'Save'}
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</Button>
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<Button type="button" size="sm" variant="ghost" onClick={onCancel} disabled={saving}>
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Cancel
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</Button>
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</div>
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</div>
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);
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}
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