The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
155 lines
5.5 KiB
TypeScript
155 lines
5.5 KiB
TypeScript
'use client';
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import { Anchor, Archive, Compass, MoreHorizontal, Pencil } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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import { TagBadge } from '@/components/shared/tag-badge';
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import {
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ListCard,
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ListCardAvatar,
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ListCardMeta,
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deriveInitials,
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} from '@/components/shared/list-card';
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import { cn } from '@/lib/utils';
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import { stageBadgeClass, stageDotClass, stageLabel as toStageLabel } from '@/lib/constants';
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import type { InterestRow } from './interest-columns';
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const CATEGORY_LABELS: Record<string, string> = {
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general_interest: 'General',
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specific_qualified: 'Qualified',
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hot_lead: 'Hot lead',
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};
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const SOURCE_LABELS: Record<string, string> = {
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website: 'Website',
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manual: 'Manual',
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referral: 'Referral',
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broker: 'Broker',
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};
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interface InterestCardProps {
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interest: InterestRow;
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portSlug: string;
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onEdit: (interest: InterestRow) => void;
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onArchive: (interest: InterestRow) => void;
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}
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export function InterestCard({ interest, portSlug, onEdit, onArchive }: InterestCardProps) {
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const stageLabel = toStageLabel(interest.pipelineStage);
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const stagePill = stageBadgeClass(interest.pipelineStage);
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const accentClass = stageDotClass(interest.pipelineStage);
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const isHotLead = interest.leadCategory === 'hot_lead';
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const categoryLabel = interest.leadCategory ? CATEGORY_LABELS[interest.leadCategory] : null;
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const sourceLabel = interest.source ? (SOURCE_LABELS[interest.source] ?? interest.source) : null;
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const tags = interest.tags ?? [];
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const clientName = interest.clientName ?? 'Unknown client';
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const berthLabel = interest.berthMooringNumber;
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return (
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<ListCard
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href={`/${portSlug}/interests/${interest.id}`}
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ariaLabel={`Interest for ${clientName}`}
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accentClassName={accentClass}
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actions={
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button
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variant="ghost"
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size="icon"
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className="h-9 w-9"
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onClick={(e) => e.stopPropagation()}
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aria-label={`Actions for ${clientName}'s interest`}
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>
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<MoreHorizontal className="h-4 w-4" />
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
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<DropdownMenuItem onClick={() => onEdit(interest)}>
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<Pencil className="mr-2 h-3.5 w-3.5" />
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Edit
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</DropdownMenuItem>
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<DropdownMenuItem className="text-destructive" onClick={() => onArchive(interest)}>
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<Archive className="mr-2 h-3.5 w-3.5" />
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Archive
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</DropdownMenuItem>
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</DropdownMenuContent>
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</DropdownMenu>
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}
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>
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<div className="flex items-start gap-3">
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<ListCardAvatar initials={deriveInitials(clientName)} />
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<div className="min-w-0 flex-1">
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{/* Title row: name + spacer for the absolutely-positioned actions menu */}
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<div className="flex items-start justify-between gap-2">
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<h3 className="truncate text-base font-semibold tracking-tight text-foreground">
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{clientName}
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</h3>
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<span aria-hidden className="block h-9 w-9 shrink-0" />
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</div>
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{/* Berth or general-interest line */}
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<p className="mt-0.5 inline-flex items-center gap-1 truncate text-sm text-muted-foreground">
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{berthLabel ? (
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<>
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<Anchor className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
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<span className="truncate">{berthLabel}</span>
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</>
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) : (
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<>
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<Compass className="h-3.5 w-3.5 shrink-0 text-muted-foreground/70" aria-hidden />
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<span className="italic">General interest</span>
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</>
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)}
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</p>
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{/* Stage pill + category + source */}
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<div className="mt-1.5 flex flex-wrap items-center gap-x-2 gap-y-1">
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<span
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className={cn(
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'inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium',
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stagePill,
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)}
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>
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{stageLabel}
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</span>
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{isHotLead ? (
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<span className="inline-flex items-center rounded-full bg-rose-100 px-2 py-0.5 text-xs font-semibold uppercase tracking-wide text-rose-700">
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Hot
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</span>
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) : null}
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{(categoryLabel && !isHotLead) || sourceLabel ? (
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<div className="flex flex-wrap items-center gap-x-1.5 text-xs text-muted-foreground">
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{categoryLabel && !isHotLead ? <ListCardMeta>{categoryLabel}</ListCardMeta> : null}
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{categoryLabel && !isHotLead && sourceLabel ? <span aria-hidden>·</span> : null}
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{sourceLabel ? <ListCardMeta>{sourceLabel}</ListCardMeta> : null}
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</div>
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) : null}
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</div>
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{tags.length > 0 ? (
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<div className="mt-2 flex flex-wrap gap-1">
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{tags.slice(0, 2).map((tag) => (
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<TagBadge key={tag.id} name={tag.name} color={tag.color} />
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))}
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{tags.length > 2 ? (
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<span className="inline-flex items-center rounded-full bg-secondary px-2 py-0.5 text-xs text-secondary-foreground">
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+{tags.length - 2}
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</span>
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) : null}
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</div>
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) : null}
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</div>
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</div>
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</ListCard>
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);
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}
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