Files
pn-new-crm/src/components/clients/contacts-editor.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

443 lines
13 KiB
TypeScript

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