dbbd03fd22
1. Per-port EOI signer config
- New `eoi_signers` system_settings key (JSON: { developer, approver },
each `{ name, email }`). Settings UI exposes it under Admin → Settings.
- getPortEoiSigners(portId) reads the setting with a typed validator;
falls back to the legacy David Mizrahi / Abbie May defaults if the
row is missing or malformed (so older ports keep working until an
admin saves a value).
- Both EOI generation pathways now read from the helper instead of
hardcoded constants:
* documenso-template path (generateAndSignViaDocumensoTemplate)
* in-app PDF-fill path (generateAndSignViaInApp)
2. Timeline upgrades
The interest detail Activity tab now distinguishes the new automation
events that arrived with sessions 1+2:
- Stage auto-advances (userId='system') get a small "Auto" pill and
carry their reason into the description (e.g. "Stage advanced to
EOI Signed (auto-advanced — EOI signed via Documenso)").
- outcome_set events show "Marked as Won" / "Marked as Lost — went
to another marina" with optional reason; trophy/X icons.
- outcome_cleared events show "Reopened to {stage}" with a refresh
icon.
- Document events humanized: "Document 'X' fully signed" instead
of "Document X: completed".
- Stage labels run through stageLabel() so the timeline shows the
human label, not the enum key.
- Timestamps switched to relative-time with full-date tooltip.
- "by system" is rendered plainly (no longer the literal user-id).
tsc clean. vitest 832/832 pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
429 lines
15 KiB
TypeScript
429 lines
15 KiB
TypeScript
'use client';
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import { useState, useEffect, useCallback } from 'react';
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import { Trash2, Plus, Save } from 'lucide-react';
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import { PageHeader } from '@/components/shared/page-header';
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import { ConfirmationDialog } from '@/components/shared/confirmation-dialog';
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import { Button } from '@/components/ui/button';
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import { Input } from '@/components/ui/input';
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import { Label } from '@/components/ui/label';
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import { Switch } from '@/components/ui/switch';
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import { Textarea } from '@/components/ui/textarea';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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import { Separator } from '@/components/ui/separator';
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import { apiFetch } from '@/lib/api/client';
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interface Setting {
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key: string;
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value: unknown;
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portId: string | null;
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updatedBy: string | null;
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updatedAt: string;
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}
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/** Well-known settings with their display metadata */
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const KNOWN_SETTINGS: Array<{
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key: string;
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label: string;
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description: string;
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type: 'boolean' | 'number' | 'json' | 'string';
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defaultValue: unknown;
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}> = [
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{
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key: 'client_portal_enabled',
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label: 'Client Portal',
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description:
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'Allow clients of this port to sign in and manage their account through the client portal.',
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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_interest_scoring',
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label: 'AI Interest Scoring',
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description: 'Enable AI-powered interest scoring based on engagement signals',
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type: 'boolean',
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defaultValue: false,
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},
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{
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key: 'ai_email_drafts',
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label: 'AI Email Drafts',
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description: 'Enable AI-assisted email draft generation',
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type: 'boolean',
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defaultValue: false,
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},
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{
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key: 'invoice_net10_discount',
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label: 'Net-10 Invoice Discount (%)',
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description: 'Discount percentage applied when payment terms are net-10',
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type: 'number',
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defaultValue: 2,
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},
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{
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key: 'pipeline_weights',
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label: 'Pipeline Stage Weights',
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description: 'Probability weights for revenue forecast by pipeline stage (JSON)',
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type: 'json',
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defaultValue: {
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open: 0.05,
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details_sent: 0.1,
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in_communication: 0.2,
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eoi_sent: 0.4,
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eoi_signed: 0.6,
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deposit_10pct: 0.75,
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contract_sent: 0.85,
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contract_signed: 0.95,
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completed: 1.0,
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},
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},
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{
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key: 'berth_rules',
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label: 'Berth Status Rules',
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description: 'Auto/suggest/off rules for berth status transitions (JSON)',
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type: 'json',
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defaultValue: [],
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},
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{
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key: 'inquiry_contact_email',
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label: 'Inquiry Contact Email',
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description:
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'Reply-to email shown in client confirmation emails when a new interest is registered',
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type: 'string',
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defaultValue: 'sales@portnimara.com',
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},
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{
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key: 'inquiry_notification_recipients',
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label: 'External Notification Recipients',
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description:
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'Additional email addresses that receive sales notifications for new interests (JSON array)',
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type: 'json',
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defaultValue: [],
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},
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{
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key: 'residential_notification_recipients',
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label: 'Residential Notification Recipients',
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description:
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'Email addresses (JSON array) that receive sales alerts for new residential inquiries. Falls back to Inquiry Contact Email when empty.',
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type: 'json',
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defaultValue: [],
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},
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{
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key: 'eoi_signers',
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label: 'EOI Signers',
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description:
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'Internal staff who countersign every EOI. JSON object with `developer` (signs after the client) and `approver` (final approval). Both fields take `{ name, email }`.',
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type: 'json',
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defaultValue: {
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developer: { name: 'David Mizrahi', email: 'dm@portnimara.com' },
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approver: { name: 'Abbie May', email: 'sales@portnimara.com' },
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},
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},
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];
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export function SettingsManager() {
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const [portSettings, setPortSettings] = useState<Setting[]>([]);
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const [loading, setLoading] = useState(true);
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const [saving, setSaving] = useState<string | null>(null);
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const [values, setValues] = useState<Record<string, unknown>>({});
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const [customKey, setCustomKey] = useState('');
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const [customValue, setCustomValue] = useState('');
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const fetchSettings = useCallback(async () => {
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setLoading(true);
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try {
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const res = await apiFetch<{ data: { portSettings: Setting[]; globalSettings: Setting[] } }>(
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'/api/v1/admin/settings',
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);
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setPortSettings(res.data.portSettings);
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// Build values map from existing settings
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const vals: Record<string, unknown> = {};
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for (const s of res.data.portSettings) {
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vals[s.key] = s.value;
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}
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setValues(vals);
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} finally {
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setLoading(false);
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}
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}, []);
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useEffect(() => {
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void fetchSettings();
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}, [fetchSettings]);
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async function saveSetting(key: string, value: unknown) {
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setSaving(key);
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try {
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await apiFetch('/api/v1/admin/settings', {
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method: 'PUT',
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body: { key, value },
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});
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await fetchSettings();
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} finally {
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setSaving(null);
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}
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}
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async function handleDeleteSetting(key: string) {
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await apiFetch('/api/v1/admin/settings', {
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method: 'DELETE',
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body: { key },
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});
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await fetchSettings();
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}
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async function handleAddCustom() {
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if (!customKey.trim()) return;
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let parsed: unknown;
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try {
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parsed = JSON.parse(customValue);
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} catch {
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parsed = customValue;
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}
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await saveSetting(customKey, parsed);
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setCustomKey('');
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setCustomValue('');
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}
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function getEffectiveValue(key: string, defaultValue: unknown): unknown {
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return values[key] ?? defaultValue;
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}
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if (loading) {
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return (
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<div>
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<PageHeader title="System Settings" description="Configure system behavior for this port" />
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<div className="flex items-center justify-center py-12 text-muted-foreground">
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Loading...
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</div>
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</div>
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);
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}
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// Custom settings = port settings that aren't in KNOWN_SETTINGS
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const knownKeys = new Set(KNOWN_SETTINGS.map((s) => s.key));
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const customSettings = portSettings.filter((s) => !knownKeys.has(s.key));
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return (
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<div>
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<PageHeader title="System Settings" description="Configure system behavior for this port" />
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<div className="space-y-6 mt-6">
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{/* Feature Flags */}
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<Card>
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<CardHeader>
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<CardTitle>Feature Flags</CardTitle>
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<CardDescription>Enable or disable optional features</CardDescription>
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</CardHeader>
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<CardContent className="space-y-4">
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{KNOWN_SETTINGS.filter((s) => s.type === 'boolean').map((setting) => (
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<div key={setting.key} className="flex items-center justify-between">
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<div>
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<Label>{setting.label}</Label>
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<p className="text-xs text-muted-foreground">{setting.description}</p>
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</div>
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<Switch
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checked={getEffectiveValue(setting.key, setting.defaultValue) === true}
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disabled={saving === setting.key}
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onCheckedChange={(checked) => saveSetting(setting.key, checked)}
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/>
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</div>
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))}
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</CardContent>
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</Card>
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{/* String Settings */}
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{KNOWN_SETTINGS.some((s) => s.type === 'string') && (
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<Card>
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<CardHeader>
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<CardTitle>Inquiry Settings</CardTitle>
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<CardDescription>Configure inquiry notification behavior</CardDescription>
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</CardHeader>
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<CardContent className="space-y-4">
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{KNOWN_SETTINGS.filter((s) => s.type === 'string').map((setting) => (
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<div key={setting.key} className="flex items-center justify-between gap-4">
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<div className="flex-1">
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<Label>{setting.label}</Label>
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<p className="text-xs text-muted-foreground">{setting.description}</p>
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</div>
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<div className="flex items-center gap-2">
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<Input
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type="text"
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className="w-64"
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value={String(getEffectiveValue(setting.key, setting.defaultValue) ?? '')}
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onChange={(e) =>
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setValues((prev) => ({
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...prev,
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[setting.key]: e.target.value,
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}))
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}
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/>
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<Button
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size="sm"
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variant="outline"
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disabled={saving === setting.key}
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onClick={() =>
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saveSetting(setting.key, values[setting.key] ?? setting.defaultValue)
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}
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>
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<Save className="h-3.5 w-3.5" />
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</Button>
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</div>
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</div>
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))}
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</CardContent>
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</Card>
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)}
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{/* Numeric Settings */}
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<Card>
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<CardHeader>
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<CardTitle>Business Rules</CardTitle>
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<CardDescription>Configure financial and operational parameters</CardDescription>
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</CardHeader>
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<CardContent className="space-y-4">
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{KNOWN_SETTINGS.filter((s) => s.type === 'number').map((setting) => (
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<div key={setting.key} className="flex items-center justify-between gap-4">
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<div className="flex-1">
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<Label>{setting.label}</Label>
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<p className="text-xs text-muted-foreground">{setting.description}</p>
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</div>
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<div className="flex items-center gap-2">
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<Input
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type="number"
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className="w-24"
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value={String(getEffectiveValue(setting.key, setting.defaultValue) ?? '')}
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onChange={(e) =>
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setValues((prev) => ({
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...prev,
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[setting.key]: parseFloat(e.target.value) || 0,
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}))
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}
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/>
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<Button
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size="sm"
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variant="outline"
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disabled={saving === setting.key}
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onClick={() =>
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saveSetting(setting.key, values[setting.key] ?? setting.defaultValue)
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}
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>
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<Save className="h-3.5 w-3.5" />
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</Button>
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</div>
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</div>
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))}
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</CardContent>
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</Card>
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{/* JSON Settings */}
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<Card>
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<CardHeader>
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<CardTitle>Advanced Configuration</CardTitle>
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<CardDescription>
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JSON-based settings for pipeline weights and berth rules
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</CardDescription>
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</CardHeader>
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<CardContent className="space-y-6">
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{KNOWN_SETTINGS.filter((s) => s.type === 'json').map((setting) => {
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const currentValue = getEffectiveValue(setting.key, setting.defaultValue);
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const jsonStr =
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values[`${setting.key}_edit`] !== undefined
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? String(values[`${setting.key}_edit`])
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: JSON.stringify(currentValue, null, 2);
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return (
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<div key={setting.key} className="space-y-2">
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<Label>{setting.label}</Label>
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<p className="text-xs text-muted-foreground">{setting.description}</p>
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<Textarea
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className="font-mono text-xs"
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rows={6}
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value={jsonStr}
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onChange={(e) =>
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setValues((prev) => ({ ...prev, [`${setting.key}_edit`]: e.target.value }))
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}
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/>
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<Button
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size="sm"
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disabled={saving === setting.key}
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onClick={() => {
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try {
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const parsed = JSON.parse(
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String(values[`${setting.key}_edit`] ?? JSON.stringify(currentValue)),
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);
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void saveSetting(setting.key, parsed);
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} catch {
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// invalid JSON — do nothing
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}
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}}
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>
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{saving === setting.key ? 'Saving...' : 'Save'}
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</Button>
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</div>
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);
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})}
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</CardContent>
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</Card>
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{/* Custom Settings */}
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<Card>
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<CardHeader>
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<CardTitle>Custom Settings</CardTitle>
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<CardDescription>Additional key-value settings for this port</CardDescription>
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</CardHeader>
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<CardContent className="space-y-4">
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{customSettings.map((setting) => (
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<div key={setting.key} className="flex items-center justify-between gap-2">
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<div>
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<code className="text-sm font-mono">{setting.key}</code>
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<p className="text-xs text-muted-foreground">
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{typeof setting.value === 'object'
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? JSON.stringify(setting.value)
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: String(setting.value)}
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</p>
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</div>
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<ConfirmationDialog
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trigger={
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<Button
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variant="ghost"
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size="sm"
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className="text-destructive hover:text-destructive"
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>
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<Trash2 className="h-4 w-4" />
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</Button>
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}
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title="Delete Setting"
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description={`Delete "${setting.key}"? This may affect system behavior.`}
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confirmLabel="Delete"
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onConfirm={() => handleDeleteSetting(setting.key)}
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/>
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</div>
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))}
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<Separator />
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<div className="flex gap-2">
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<Input
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placeholder="Key"
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value={customKey}
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onChange={(e) => setCustomKey(e.target.value)}
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className="w-40"
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/>
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<Input
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placeholder="Value (JSON or string)"
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value={customValue}
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onChange={(e) => setCustomValue(e.target.value)}
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className="flex-1"
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/>
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<Button variant="outline" onClick={handleAddCustom} disabled={!customKey.trim()}>
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<Plus className="mr-1 h-4 w-4" />
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Add
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</Button>
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</div>
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</CardContent>
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</Card>
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</div>
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</div>
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);
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}
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