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>
103 lines
3.4 KiB
TypeScript
103 lines
3.4 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { useMutation } from '@tanstack/react-query';
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import { ClipboardCopy, Mail } from 'lucide-react';
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import { toast } from 'sonner';
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import { Button } from '@/components/ui/button';
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import { Card, CardContent } from '@/components/ui/card';
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import { Input } from '@/components/ui/input';
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import { apiFetch } from '@/lib/api/client';
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interface Props {
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interestId: string;
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/** Hide the button when EOI has already been sent / signed — at that
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* point the supplemental step is past its window. Caller passes the
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* current eoiStatus so we can render contextually. */
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eoiStatus?: string | null;
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}
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interface IssueResponse {
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data: {
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link: string;
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expiresAt: string;
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emailSent: boolean;
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};
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}
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/**
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* One-click "Request more info" action. Fires the supplemental-info-
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* request endpoint, which emails the client a public form pre-filled
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* with what's on file. On success we display the generated link + a
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* copy-to-clipboard button in case the rep needs to share it through
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* another channel.
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*
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* Hidden once the EOI is `signed` — the supplemental step only makes
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* sense before the signed EOI freezes the data into the contract path.
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*/
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export function SupplementalInfoRequestButton({ interestId, eoiStatus }: Props) {
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const [link, setLink] = useState<string | null>(null);
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const mutation = useMutation({
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mutationFn: () =>
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apiFetch<IssueResponse>(`/api/v1/interests/${interestId}/supplemental-info-request`, {
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method: 'POST',
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}),
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onSuccess: (res) => {
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setLink(res.data.link);
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if (res.data.emailSent) {
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toast.success('Email sent — link also shown below for sharing manually.');
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} else {
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toast.message('Link generated — no client email on file, share manually.');
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}
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},
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onError: (err) =>
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toast.error(err instanceof Error ? err.message : 'Failed to generate the form link.'),
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});
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if (eoiStatus === 'signed') return null;
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return (
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<Card>
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<CardContent className="space-y-3 p-4">
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<div className="space-y-1">
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<h3 className="text-sm font-semibold">Need more info before drafting the EOI?</h3>
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<p className="text-xs text-muted-foreground">
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Email the client a one-time link to a public form pre-filled with what we have on file.
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Submissions auto-update this client + interest record.
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</p>
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</div>
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<div className="flex flex-wrap items-center gap-2">
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<Button
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type="button"
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size="sm"
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onClick={() => mutation.mutate()}
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disabled={mutation.isPending}
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>
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<Mail className="mr-1.5 size-3.5" aria-hidden />
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{mutation.isPending ? 'Generating…' : link ? 'Resend' : 'Request more info'}
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</Button>
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{link ? (
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<>
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<Input value={link} readOnly className="h-8 text-xs font-mono flex-1 min-w-[260px]" />
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<Button
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type="button"
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size="sm"
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variant="outline"
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onClick={() => {
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void navigator.clipboard.writeText(link);
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toast.success('Link copied');
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}}
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>
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<ClipboardCopy className="mr-1.5 size-3.5" aria-hidden />
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Copy
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</Button>
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</>
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) : null}
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</div>
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</CardContent>
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</Card>
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);
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}
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