Files
pn-new-crm/src/app/(dashboard)/[portSlug]/admin/ai/page.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

145 lines
4.9 KiB
TypeScript

import Link from 'next/link';
import { Bot, FileText, Brain, ExternalLink } from 'lucide-react';
import {
SettingsFormCard,
type SettingFieldDef,
} from '@/components/admin/shared/settings-form-card';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { OcrSettingsForm } from '@/components/admin/ocr-settings-form';
const MASTER_FIELDS: SettingFieldDef[] = [
{
key: 'ai_enabled',
label: 'AI features enabled',
description:
'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.',
type: 'boolean',
defaultValue: true,
},
{
key: 'ai_monthly_token_cap',
label: 'Monthly token cap (this port)',
description:
'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.',
type: 'number',
defaultValue: 0,
},
];
const PROVIDER_FIELDS: SettingFieldDef[] = [
{
key: 'openai_api_key',
label: 'OpenAI API key',
description:
'Used by Receipt OCR fallback and (future) berth-PDF AI parse. Stored AES-encrypted at rest; the field shows blank after save.',
type: 'password',
placeholder: 'sk-…',
defaultValue: '',
},
{
key: 'openai_default_model',
label: 'Default OpenAI model',
description: 'Used when a feature does not specify an explicit model.',
type: 'select',
defaultValue: 'gpt-4o-mini',
options: [
{ value: 'gpt-4o-mini', label: 'gpt-4o-mini — cheap, fast, vision-capable' },
{ value: 'gpt-4o', label: 'gpt-4o — full-strength multimodal' },
{ value: 'gpt-4-turbo', label: 'gpt-4-turbo — legacy text reasoning' },
],
},
];
interface FeatureLink {
href: string;
icon: typeof Bot;
title: string;
description: string;
}
const FEATURE_LINKS: FeatureLink[] = [
{
href: '../berth-pdf-parser',
icon: FileText,
title: 'Berth PDF parser',
description:
'Three-tier AcroForm → OCR → AI pipeline. The AI pass costs tokens; reps invoke it manually when OCR confidence is low.',
},
{
href: '../recommender',
icon: Brain,
title: 'Berth recommender',
description:
'Rule-based today; future versions will optionally use embeddings for soft preference matching. AI use is gated by the master switch above.',
},
];
export default function AiAdminPage() {
return (
<div className="space-y-6">
<PageHeader
title="AI configuration"
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."
eyebrow="ADMIN"
/>
<SettingsFormCard
title="Master controls"
description="Hard kill switch + budget guardrails covering every AI surface in this port."
fields={MASTER_FIELDS}
/>
<SettingsFormCard
title="Provider credentials"
description="Shared API keys used by AI-enabled features. Per-feature pages can override the model on a feature-by-feature basis."
fields={PROVIDER_FIELDS}
/>
<Card>
<CardHeader>
<CardTitle className="text-base flex items-center gap-2">
<Bot className="h-4 w-4" /> Receipt OCR
</CardTitle>
<CardDescription>
Provider, model, and confidence thresholds for the receipt scanner. AI fallback only
runs when the on-device parser is uncertain.
</CardDescription>
</CardHeader>
<CardContent>
<OcrSettingsForm embedded />
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-base flex items-center gap-2">
<Bot className="h-4 w-4" /> Per-feature settings
</CardTitle>
<CardDescription>
Feature-specific tuning lives on each feature&apos;s admin page. They all read the
master switch + provider credentials configured above.
</CardDescription>
</CardHeader>
<CardContent className="grid gap-3 sm:grid-cols-2 lg:grid-cols-3">
{FEATURE_LINKS.map((f) => (
<Link
key={f.href}
href={f.href as never}
className="rounded-md border bg-card p-3 hover:border-primary transition-colors block"
>
<div className="flex items-center gap-2 text-sm font-medium">
<f.icon className="h-4 w-4 text-muted-foreground" />
{f.title}
<ExternalLink className="ml-auto h-3 w-3 opacity-50" />
</div>
<p className="mt-1 text-xs text-muted-foreground">{f.description}</p>
</Link>
))}
</CardContent>
</Card>
</div>
);
}