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>
145 lines
4.9 KiB
TypeScript
145 lines
4.9 KiB
TypeScript
import Link from 'next/link';
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import { Bot, FileText, Brain, ExternalLink } from 'lucide-react';
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import {
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SettingsFormCard,
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type SettingFieldDef,
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} from '@/components/admin/shared/settings-form-card';
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import { PageHeader } from '@/components/shared/page-header';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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import { OcrSettingsForm } from '@/components/admin/ocr-settings-form';
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const MASTER_FIELDS: SettingFieldDef[] = [
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{
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key: 'ai_enabled',
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label: 'AI features enabled',
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description:
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'Master switch. When OFF, every AI surface (receipt OCR fallback, berth-PDF AI parse, future embedding-driven recommendations) is bypassed. Provider keys stay configured but unused.',
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type: 'boolean',
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defaultValue: true,
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},
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{
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key: 'ai_monthly_token_cap',
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label: 'Monthly token cap (this port)',
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description:
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'Soft cap on total AI tokens consumed per calendar month across every feature. When exceeded, AI features fall back to non-AI paths and surface a banner. Set 0 for no cap.',
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type: 'number',
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defaultValue: 0,
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},
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];
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const PROVIDER_FIELDS: SettingFieldDef[] = [
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{
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key: 'openai_api_key',
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label: 'OpenAI API key',
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description:
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'Used by Receipt OCR fallback and (future) berth-PDF AI parse. Stored AES-encrypted at rest; the field shows blank after save.',
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type: 'password',
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placeholder: 'sk-…',
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defaultValue: '',
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},
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{
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key: 'openai_default_model',
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label: 'Default OpenAI model',
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description: 'Used when a feature does not specify an explicit model.',
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type: 'select',
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defaultValue: 'gpt-4o-mini',
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options: [
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{ value: 'gpt-4o-mini', label: 'gpt-4o-mini — cheap, fast, vision-capable' },
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{ value: 'gpt-4o', label: 'gpt-4o — full-strength multimodal' },
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{ value: 'gpt-4-turbo', label: 'gpt-4-turbo — legacy text reasoning' },
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],
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},
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];
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interface FeatureLink {
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href: string;
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icon: typeof Bot;
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title: string;
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description: string;
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}
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const FEATURE_LINKS: FeatureLink[] = [
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{
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href: '../berth-pdf-parser',
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icon: FileText,
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title: 'Berth PDF parser',
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description:
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'Three-tier AcroForm → OCR → AI pipeline. The AI pass costs tokens; reps invoke it manually when OCR confidence is low.',
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},
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{
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href: '../recommender',
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icon: Brain,
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title: 'Berth recommender',
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description:
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'Rule-based today; future versions will optionally use embeddings for soft preference matching. AI use is gated by the master switch above.',
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},
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];
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export default function AiAdminPage() {
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return (
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<div className="space-y-6">
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<PageHeader
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title="AI configuration"
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description="One place to manage every AI-using feature. Provider credentials and the master AI switch live here; per-feature thresholds remain in their dedicated pages, linked below."
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eyebrow="ADMIN"
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/>
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<SettingsFormCard
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title="Master controls"
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description="Hard kill switch + budget guardrails covering every AI surface in this port."
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fields={MASTER_FIELDS}
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/>
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<SettingsFormCard
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title="Provider credentials"
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description="Shared API keys used by AI-enabled features. Per-feature pages can override the model on a feature-by-feature basis."
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fields={PROVIDER_FIELDS}
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/>
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<Card>
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<CardHeader>
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<CardTitle className="text-base flex items-center gap-2">
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<Bot className="h-4 w-4" /> Receipt OCR
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</CardTitle>
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<CardDescription>
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Provider, model, and confidence thresholds for the receipt scanner. AI fallback only
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runs when the on-device parser is uncertain.
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</CardDescription>
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</CardHeader>
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<CardContent>
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<OcrSettingsForm embedded />
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</CardContent>
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</Card>
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<Card>
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<CardHeader>
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<CardTitle className="text-base flex items-center gap-2">
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<Bot className="h-4 w-4" /> Per-feature settings
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</CardTitle>
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<CardDescription>
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Feature-specific tuning lives on each feature's admin page. They all read the
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master switch + provider credentials configured above.
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</CardDescription>
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</CardHeader>
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<CardContent className="grid gap-3 sm:grid-cols-2 lg:grid-cols-3">
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{FEATURE_LINKS.map((f) => (
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<Link
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key={f.href}
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href={f.href as never}
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className="rounded-md border bg-card p-3 hover:border-primary transition-colors block"
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>
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<div className="flex items-center gap-2 text-sm font-medium">
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<f.icon className="h-4 w-4 text-muted-foreground" />
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{f.title}
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<ExternalLink className="ml-auto h-3 w-3 opacity-50" />
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</div>
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<p className="mt-1 text-xs text-muted-foreground">{f.description}</p>
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</Link>
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))}
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</CardContent>
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</Card>
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</div>
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);
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}
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