Files
pn-new-crm/src/components/interests/supplemental-info-request-button.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

103 lines
3.4 KiB
TypeScript

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