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pn-new-crm/src/components/interests/pipeline-board.tsx
Matt Ciaccio e8d61c91c4
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feat(platform): residential module + admin UI + reliability fixes
Residential platform
- New schema: residentialClients, residentialInterests (separate from
  marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint

Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)

Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
  handlers.ts files (Next.js 15 route.ts only allows specific exports)

Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
  (apiFetch already JSON.stringifies its body; passing a stringified
  body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
  to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
  Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md

Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00

127 lines
4.0 KiB
TypeScript

'use client';
import { useParams } from 'next/navigation';
import { useMemo } from 'react';
import { useQuery, useQueryClient } from '@tanstack/react-query';
import { DndContext, closestCenter, type DragEndEvent } from '@dnd-kit/core';
import { PipelineColumn } from '@/components/interests/pipeline-column';
import { apiFetch } from '@/lib/api/client';
import { usePipelineStore } from '@/stores/pipeline-store';
import { PIPELINE_STAGES } from '@/lib/constants';
const STAGE_LABELS: Record<string, string> = {
open: 'Open',
details_sent: 'Details Sent',
in_communication: 'In Communication',
visited: 'Visited',
signed_eoi_nda: 'Signed EOI/NDA',
deposit_10pct: 'Deposit 10%',
contract: 'Contract',
completed: 'Completed',
};
interface InterestRow {
id: string;
clientName: string | null;
berthMooringNumber: string | null;
leadCategory: string | null;
pipelineStage: string;
updatedAt: string;
}
export function PipelineBoard() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const queryClient = useQueryClient();
const { boardFilters } = usePipelineStore();
const { data: allData, isLoading } = useQuery<{ data: InterestRow[] }>({
queryKey: ['interests-board', portSlug],
queryFn: () => apiFetch('/api/v1/interests?limit=500'),
});
const interests = useMemo(() => {
if (!allData?.data) return [];
return allData.data.filter((i) => {
if (boardFilters.leadCategory && i.leadCategory !== boardFilters.leadCategory) return false;
if (boardFilters.search) {
const q = boardFilters.search.toLowerCase();
if (!i.clientName?.toLowerCase().includes(q)) return false;
}
return true;
});
}, [allData, boardFilters]);
const grouped = useMemo(() => {
const map: Record<string, InterestRow[]> = {};
for (const stage of PIPELINE_STAGES) {
map[stage] = [];
}
for (const interest of interests) {
if (map[interest.pipelineStage]) {
map[interest.pipelineStage]!.push(interest);
}
}
return map;
}, [interests]);
async function handleDragEnd(event: DragEndEvent) {
const { active, over } = event;
if (!over || active.id === over.id) return;
// over.id is a stage when dropped on a column, or an item id when dropped on a card
let newStage = over.id as string;
// If dropped on a card (not a stage), find which stage that card belongs to
if (!PIPELINE_STAGES.includes(newStage as (typeof PIPELINE_STAGES)[number])) {
const targetInterest = interests.find((i) => i.id === newStage);
if (!targetInterest) return;
newStage = targetInterest.pipelineStage;
}
const interestId = active.id as string;
const currentInterest = interests.find((i) => i.id === interestId);
if (!currentInterest || currentInterest.pipelineStage === newStage) return;
// Optimistic update
queryClient.setQueryData<{ data: InterestRow[] }>(['interests-board', portSlug], (old) => {
if (!old) return old;
return {
...old,
data: old.data.map((i) => (i.id === interestId ? { ...i, pipelineStage: newStage } : i)),
};
});
try {
await apiFetch(`/api/v1/interests/${interestId}/stage`, {
method: 'PATCH',
body: { pipelineStage: newStage },
});
queryClient.invalidateQueries({ queryKey: ['interests'] });
} catch {
// Revert optimistic update
queryClient.invalidateQueries({ queryKey: ['interests-board', portSlug] });
}
}
if (isLoading) {
return <div className="flex gap-3 overflow-x-auto pb-4 animate-pulse h-64" />;
}
return (
<DndContext collisionDetection={closestCenter} onDragEnd={handleDragEnd}>
<div className="flex gap-3 overflow-x-auto pb-4">
{PIPELINE_STAGES.map((stage) => (
<PipelineColumn
key={stage}
stage={stage}
label={STAGE_LABELS[stage] ?? stage}
items={grouped[stage] ?? []}
/>
))}
</div>
</DndContext>
);
}