Files
pn-new-crm/src/components/interests/linked-berths-list.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

624 lines
23 KiB
TypeScript
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'use client';
/**
* Linked-berths list — plan §5.5.
*
* Shows every berth currently linked to the interest with per-row controls:
* - "Specifically pitching" toggle (`is_specific_interest`) — drives the
* public-map "Under Offer" sub-status. Each state surfaces its consequence
* in plain text below the toggle.
* - "Mark in EOI bundle" toggle (`is_in_eoi_bundle`).
* - "Set as primary" button when this row isn't already primary. The
* service helper handles the demote-prior-primary case in a single tx.
* - "Bypass EOI for this berth" with a reason textarea. Only rendered when
* the parent interest's `eoiStatus === 'signed'`. Writes
* `eoi_bypass_reason`, `eoi_bypassed_by`, `eoi_bypassed_at`.
* - "Remove" — calls `removeInterestBerth`.
*/
import { useState } from 'react';
import Link from 'next/link';
import { useParams } from 'next/navigation';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { Anchor, Loader2, Star, Trash2 } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Label } from '@/components/ui/label';
import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill';
import { Switch } from '@/components/ui/switch';
import { Textarea } from '@/components/ui/textarea';
import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip';
import { HelpCircle } from 'lucide-react';
import { apiFetch } from '@/lib/api/client';
import { cn } from '@/lib/utils';
// ─── Types (mirror the API GET shape — see interest-berths.service.ts) ─────
export interface LinkedBerthRow {
id: string;
interestId: string;
berthId: string;
isPrimary: boolean;
isSpecificInterest: boolean;
isInEoiBundle: boolean;
eoiBypassReason: string | null;
eoiBypassedBy: string | null;
eoiBypassedAt: string | null;
addedBy: string | null;
addedAt: string;
notes: string | null;
mooringNumber: string | null;
area: string | null;
status: string;
lengthFt: string | null;
widthFt: string | null;
draftFt: string | null;
}
interface LinkedBerthsResponse {
data: LinkedBerthRow[];
meta: { eoiStatus: string | null };
}
interface LinkedBerthsListProps {
interestId: string;
}
// ─── Helpers ────────────────────────────────────────────────────────────────
function statusToPill(status: string): StatusPillStatus {
switch (status) {
case 'available':
return 'active';
case 'under_offer':
return 'sent';
case 'sold':
return 'completed';
case 'reserved':
return 'partial';
default:
return 'pending';
}
}
function formatStatus(status: string): string {
return status.replace(/_/g, ' ').replace(/\b\w/g, (m) => m.toUpperCase());
}
function formatDimensions(
length: string | null,
width: string | null,
draft: string | null,
): string | null {
const parts: string[] = [];
const toNum = (v: string | null) => {
if (v === null) return null;
const n = parseFloat(v);
return Number.isFinite(n) ? n : null;
};
const l = toNum(length);
const w = toNum(width);
const d = toNum(draft);
if (l !== null) parts.push(`${l.toFixed(1)}ft L`);
if (w !== null) parts.push(`${w.toFixed(1)}ft W`);
if (d !== null) parts.push(`${d.toFixed(1)}ft D`);
return parts.length > 0 ? parts.join(' · ') : null;
}
const SPECIFIC_CONSEQUENCE_ON =
'This berth will show as “Under Offer” on the public-facing marina map.';
const SPECIFIC_CONSEQUENCE_OFF =
'This berth stays marked “Available” on the public map — the link is internal only.';
// ─── Hooks ──────────────────────────────────────────────────────────────────
function useLinkedBerths(interestId: string) {
return useQuery({
queryKey: ['interest-berths', interestId] as const,
queryFn: () => apiFetch<LinkedBerthsResponse>(`/api/v1/interests/${interestId}/berths`),
staleTime: 30_000,
});
}
interface PatchPayload {
isPrimary?: boolean;
isSpecificInterest?: boolean;
isInEoiBundle?: boolean;
eoiBypassReason?: string | null;
}
function useUpdateLink(interestId: string) {
const qc = useQueryClient();
return useMutation({
mutationFn: async (args: { berthId: string; patch: PatchPayload }) =>
apiFetch(`/api/v1/interests/${interestId}/berths/${args.berthId}`, {
method: 'PATCH',
body: args.patch,
}),
onSuccess: () => {
qc.invalidateQueries({ queryKey: ['interest-berths', interestId] });
qc.invalidateQueries({ queryKey: ['interests', interestId] });
},
});
}
function useRemoveLink(interestId: string) {
const qc = useQueryClient();
return useMutation({
mutationFn: async (berthId: string) =>
apiFetch(`/api/v1/interests/${interestId}/berths/${berthId}`, { method: 'DELETE' }),
onSuccess: () => {
qc.invalidateQueries({ queryKey: ['interest-berths', interestId] });
qc.invalidateQueries({ queryKey: ['interests', interestId] });
qc.invalidateQueries({ queryKey: ['berth-recommendations', interestId] });
},
});
}
// ─── Bypass dialog ──────────────────────────────────────────────────────────
interface BypassDialogProps {
row: LinkedBerthRow;
open: boolean;
onOpenChange: (open: boolean) => void;
onSubmit: (reason: string | null) => void;
isPending: boolean;
}
function BypassDialog({ row, open, onOpenChange, onSubmit, isPending }: BypassDialogProps) {
const [reason, setReason] = useState(row.eoiBypassReason ?? '');
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>Bypass EOI for berth {row.mooringNumber}</DialogTitle>
<DialogDescription>
Record why this berth&apos;s individual EOI is being waived. The interest&apos;s primary
EOI signature will cover it instead.
</DialogDescription>
</DialogHeader>
<div className="space-y-2">
<Label htmlFor={`bypass-reason-${row.berthId}`} className="text-xs">
Reason
</Label>
<Textarea
id={`bypass-reason-${row.berthId}`}
value={reason}
onChange={(e) => setReason(e.target.value)}
placeholder="e.g. covered under bundle EOI signed 2025-04-12"
rows={4}
/>
</div>
<DialogFooter className="gap-2 sm:gap-2">
{row.eoiBypassReason ? (
<Button
type="button"
variant="outline"
onClick={() => onSubmit(null)}
disabled={isPending}
>
Clear bypass
</Button>
) : null}
<Button
type="button"
variant="outline"
onClick={() => onOpenChange(false)}
disabled={isPending}
>
Cancel
</Button>
<Button
type="button"
onClick={() => onSubmit(reason.trim().length > 0 ? reason.trim() : null)}
disabled={isPending || reason.trim().length === 0}
>
{isPending ? <Loader2 className="mr-1.5 size-3.5 animate-spin" aria-hidden /> : null}
Save bypass
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}
// ─── Row ────────────────────────────────────────────────────────────────────
interface RowProps {
row: LinkedBerthRow;
portSlug: string;
eoiStatus: string | null;
onUpdate: (berthId: string, patch: PatchPayload) => void;
onRemove: (berthId: string) => void;
isPending: boolean;
/** When true, this is the deal berth — render with elevated styling. */
highlight?: boolean;
}
function LinkedBerthRowItem({
row,
portSlug,
eoiStatus,
onUpdate,
onRemove,
isPending,
highlight,
}: RowProps) {
const [bypassOpen, setBypassOpen] = useState(false);
const [confirmRemove, setConfirmRemove] = useState(false);
const dims = formatDimensions(row.lengthFt, row.widthFt, row.draftFt);
const showBypassControl = eoiStatus === 'signed';
return (
<div
className={cn(
'rounded-lg border bg-card p-3 text-sm',
highlight ? 'border-brand-300 ring-1 ring-brand-200 shadow-sm' : 'border-border',
)}
>
<div className="flex flex-wrap items-start justify-between gap-2">
<div className="min-w-0 space-y-1">
<div className="flex flex-wrap items-center gap-2">
<Link
href={`/${portSlug}/berths/${row.berthId}`}
className="font-semibold text-primary hover:underline"
>
{row.mooringNumber ?? row.berthId}
</Link>
{row.area ? <span className="text-xs text-muted-foreground">{row.area}</span> : null}
<StatusPill status={statusToPill(row.status)}>{formatStatus(row.status)}</StatusPill>
{row.isPrimary ? (
<span className="inline-flex items-center gap-1 rounded-md border border-brand-200 bg-brand-50 px-2 py-0.5 text-xs font-medium text-brand-800">
<Star className="size-3" aria-hidden />
Primary
</span>
) : null}
{row.eoiBypassReason ? (
<span className="inline-flex items-center rounded-md border border-amber-200 bg-amber-50 px-2 py-0.5 text-xs font-medium text-amber-800">
EOI bypassed
</span>
) : null}
</div>
{dims ? <div className="text-xs text-muted-foreground">{dims}</div> : null}
</div>
<div className="flex flex-wrap items-center gap-2">
{!row.isPrimary ? (
<Button
type="button"
size="sm"
variant="outline"
onClick={() => onUpdate(row.berthId, { isPrimary: true })}
disabled={isPending}
>
<Star className="mr-1.5 size-3.5" aria-hidden />
Set as primary
</Button>
) : null}
<Button
type="button"
size="sm"
variant="ghost"
onClick={() => setConfirmRemove(true)}
disabled={isPending}
className="text-destructive hover:text-destructive"
aria-label={`Remove berth ${row.mooringNumber ?? row.berthId}`}
>
<Trash2 className="size-3.5" aria-hidden />
</Button>
</div>
</div>
<TooltipProvider delayDuration={200}>
<div className="mt-3 grid grid-cols-1 gap-3 border-t pt-3 sm:grid-cols-2">
<div className="space-y-1">
{/* Switch sits next to its label (gap-2.5) instead of being
flexed to the far right via justify-between — when the
column is wide, justify-between created a confusing visual
gulf between the action and what it controls. */}
<div className="flex items-center gap-2.5">
<Switch
id={`specific-${row.berthId}`}
checked={row.isSpecificInterest}
disabled={isPending}
onCheckedChange={(checked) =>
onUpdate(row.berthId, { isSpecificInterest: checked })
}
/>
<Label
htmlFor={`specific-${row.berthId}`}
className="text-sm font-medium cursor-pointer"
>
Specifically pitching
</Label>
<Tooltip>
<TooltipTrigger asChild>
<button
type="button"
className="inline-flex h-5 w-5 items-center justify-center rounded-full text-muted-foreground hover:bg-muted/60 hover:text-foreground"
aria-label="What does Specifically pitching do?"
>
<HelpCircle className="h-3.5 w-3.5" aria-hidden />
</button>
</TooltipTrigger>
<TooltipContent side="top" className="max-w-xs text-[11px] leading-snug">
Mark this berth as one your client is actively considering. When on, the berth
appears as <strong>Under Offer</strong> on the public map and counts toward the
recommender&apos;s &quot;heat&quot; score. Turn off if the link is legal/EOI-only.
</TooltipContent>
</Tooltip>
</div>
<p className="text-xs text-muted-foreground">
{row.isSpecificInterest ? SPECIFIC_CONSEQUENCE_ON : SPECIFIC_CONSEQUENCE_OFF}
</p>
</div>
<div className="space-y-1">
<div className="flex items-center gap-2.5">
<Switch
id={`bundle-${row.berthId}`}
checked={row.isInEoiBundle}
disabled={isPending}
onCheckedChange={(checked) => onUpdate(row.berthId, { isInEoiBundle: checked })}
/>
<Label
htmlFor={`bundle-${row.berthId}`}
className="text-sm font-medium cursor-pointer"
>
Mark in EOI bundle
</Label>
<Tooltip>
<TooltipTrigger asChild>
<button
type="button"
className="inline-flex h-5 w-5 items-center justify-center rounded-full text-muted-foreground hover:bg-muted/60 hover:text-foreground"
aria-label="What does Mark in EOI bundle do?"
>
<HelpCircle className="h-3.5 w-3.5" aria-hidden />
</button>
</TooltipTrigger>
<TooltipContent side="top" className="max-w-xs text-[11px] leading-snug">
Include this berth in the EOI&apos;s signed berth range. When on, the berth is
covered by the same signature and shows up in the EOI&apos;s
<strong> Berth Range</strong> form field (e.g. &quot;A1-A3, B5-B7&quot;). Turn off
to keep the link without legal coverage.
</TooltipContent>
</Tooltip>
</div>
<p className="text-xs text-muted-foreground">
{row.isInEoiBundle
? 'Covered by the interests EOI signature.'
: 'Not covered by the EOI bundle.'}
</p>
</div>
</div>
</TooltipProvider>
{showBypassControl ? (
// Bypass section reads as a third toggle-style row: label + description
// on the left, action button inline with the description so it doesn't
// float far-right while the toggles above are anchored left.
<div className="mt-3 flex flex-wrap items-center gap-3 border-t pt-3">
<div className="min-w-0 flex-1 space-y-0.5">
<p className="text-sm font-medium">Bypass EOI for this berth</p>
{row.eoiBypassReason ? (
<p className="text-xs text-muted-foreground">
<span className="font-medium text-foreground/80">Bypassed:</span>{' '}
{row.eoiBypassReason}
</p>
) : (
<p className="text-xs text-muted-foreground">
Record a reason if this berth doesn&apos;t need its own EOI.
</p>
)}
</div>
<Button
type="button"
size="sm"
variant="outline"
onClick={() => setBypassOpen(true)}
disabled={isPending}
>
{row.eoiBypassReason ? 'Edit bypass' : 'Add bypass'}
</Button>
</div>
) : null}
{bypassOpen ? (
<BypassDialog
row={row}
open={bypassOpen}
onOpenChange={setBypassOpen}
isPending={isPending}
onSubmit={(reason) => {
onUpdate(row.berthId, { eoiBypassReason: reason });
setBypassOpen(false);
}}
/>
) : null}
<Dialog open={confirmRemove} onOpenChange={setConfirmRemove}>
<DialogContent>
<DialogHeader>
<DialogTitle>Remove berth {row.mooringNumber} from interest?</DialogTitle>
<DialogDescription>
The berth itself isn&apos;t deleted only its link to this interest.
</DialogDescription>
</DialogHeader>
<DialogFooter className="gap-2 sm:gap-2">
<Button
type="button"
variant="outline"
onClick={() => setConfirmRemove(false)}
disabled={isPending}
>
Cancel
</Button>
<Button
type="button"
variant="destructive"
onClick={() => {
onRemove(row.berthId);
setConfirmRemove(false);
}}
disabled={isPending}
>
Remove
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
</div>
);
}
// ─── Component ──────────────────────────────────────────────────────────────
export function LinkedBerthsList({ interestId }: LinkedBerthsListProps) {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const { data, isLoading } = useLinkedBerths(interestId);
const updateMutation = useUpdateLink(interestId);
const removeMutation = useRemoveLink(interestId);
const rows = data?.data ?? [];
const eoiStatus = data?.meta.eoiStatus ?? null;
const isPending = updateMutation.isPending || removeMutation.isPending;
// Three-bucket split per the Deal-berth + Bundle model:
// • dealBerth: the single is_primary row — the one templates/EOI
// resolve through ("the berth for this deal").
// • bundleRows: in EOI bundle but not primary.
// • exploringRows: everything else (also-considering, internal-only links).
// The same row never appears in two buckets — primary takes precedence,
// then bundle, then exploring.
const dealBerth = rows.find((r) => r.isPrimary) ?? null;
const bundleRows = rows.filter((r) => !r.isPrimary && r.isInEoiBundle);
const exploringRows = rows.filter((r) => !r.isPrimary && !r.isInEoiBundle);
const renderRow = (row: LinkedBerthRow, options?: { highlight?: boolean }) => (
<LinkedBerthRowItem
key={row.id}
row={row}
portSlug={portSlug}
eoiStatus={eoiStatus}
onUpdate={(berthId, patch) => updateMutation.mutate({ berthId, patch })}
onRemove={(berthId) => removeMutation.mutate(berthId)}
isPending={isPending}
highlight={options?.highlight}
/>
);
return (
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-base">
<Anchor className="size-4 text-brand-600" aria-hidden />
Linked berths{rows.length > 0 ? ` (${rows.length})` : ''}
</CardTitle>
</CardHeader>
<CardContent className="space-y-5">
{isLoading ? (
<div className="space-y-2">
{[0, 1].map((i) => (
<div key={i} className="h-24 animate-pulse rounded-lg bg-muted" />
))}
</div>
) : rows.length === 0 ? (
<p className="py-6 text-center text-sm text-muted-foreground">
No berths linked yet. Use the recommender below to add one.
</p>
) : (
<>
<BerthSection
title="Deal berth"
hint="The one berth this interest is anchored to — drives templates, the EOI primary slot, and the public-map status. Promote any other berth to take its place."
emptyText="No deal berth selected. Pick one of the linked berths below as the primary."
count={dealBerth ? 1 : 0}
>
{dealBerth ? renderRow(dealBerth, { highlight: true }) : null}
</BerthSection>
{bundleRows.length > 0 || dealBerth ? (
<BerthSection
title="In EOI bundle"
hint="Additional berths covered by the same EOI signature. Won't drive templates, but the client's signature applies to all of them."
count={bundleRows.length}
>
{bundleRows.map((row) => renderRow(row))}
</BerthSection>
) : null}
{exploringRows.length > 0 ? (
<BerthSection
title="Also considering"
hint="Linked for sales context (alternates the client glanced at, fallback options, etc.). No EOI coverage; toggle “In EOI bundle” to promote one here."
count={exploringRows.length}
>
{exploringRows.map((row) => renderRow(row))}
</BerthSection>
) : null}
</>
)}
{updateMutation.isError ? (
<p className="text-sm text-destructive">
{(updateMutation.error as Error)?.message ?? 'Failed to update berth.'}
</p>
) : null}
{removeMutation.isError ? (
<p className="text-sm text-destructive">
{(removeMutation.error as Error)?.message ?? 'Failed to remove berth.'}
</p>
) : null}
</CardContent>
</Card>
);
}
/** Section header + body wrapper for the three-bucket layout. Kept inline
* because it's only used here — promoting it to /shared isn't worth the
* indirection for a card-header + a help line. */
function BerthSection({
title,
hint,
count,
emptyText,
children,
}: {
title: string;
hint: string;
count: number;
emptyText?: string;
children: React.ReactNode;
}) {
return (
<section className="space-y-2">
<div className="space-y-0.5">
<div className="flex items-center gap-2">
<h4 className="text-sm font-semibold text-foreground">
{title}
{count > 0 ? (
<span className="ml-1.5 text-xs font-normal text-muted-foreground">({count})</span>
) : null}
</h4>
</div>
<p className="text-[11px] text-muted-foreground">{hint}</p>
</div>
{count === 0 && emptyText ? (
<p className="rounded-md border border-dashed bg-muted/30 px-3 py-2 text-xs text-muted-foreground">
{emptyText}
</p>
) : (
<div className="space-y-2">{children}</div>
)}
</section>
);
}