@open-mercato/core 0.5.1-develop.2663.2c29774b5b → 0.5.1-develop.2681.c559bb2bc3

package/src/modules/customers/backend/customers/deals/[id]/hooks/formatters.ts

@@ -0,0 +1,19 @@
+export function formatCurrency(amount: string | null, currency: string | null): string | null {
+  if (!amount) return null
+  const parsed = Number(amount)
+  if (!Number.isFinite(parsed)) return currency ? `${amount} ${currency}` : amount
+  if (!currency) return parsed.toLocaleString()
+  try {
+    return new Intl.NumberFormat(undefined, { style: 'currency', currency }).format(parsed)
+  } catch {
+    return `${parsed.toLocaleString()} ${currency}`
+  }
+}
+
+export function startOfNextQuarter(baseDate: Date): Date {
+  const year = baseDate.getFullYear()
+  const currentQuarter = Math.floor(baseDate.getMonth() / 3)
+  const nextQuarter = currentQuarter + 1
+  if (nextQuarter >= 4) return new Date(year + 1, 0, 1, 10, 0, 0, 0)
+  return new Date(year, nextQuarter * 3, 1, 10, 0, 0, 0)
+}

package/src/modules/customers/backend/customers/deals/[id]/hooks/types.ts

@@ -0,0 +1,104 @@
+export type DealAssociation = {
+  id: string
+  label: string
+  subtitle: string | null
+  kind: 'person' | 'company'
+}
+
+export type PersonAssociationApiRecord = {
+  id?: string
+  displayName?: string | null
+  display_name?: string | null
+  primaryEmail?: string | null
+  primary_email?: string | null
+  primaryPhone?: string | null
+  primary_phone?: string | null
+  personProfile?: { jobTitle?: string | null } | null
+  person_profile?: { jobTitle?: string | null } | null
+}
+
+export type CompanyAssociationApiRecord = {
+  id?: string
+  displayName?: string | null
+  display_name?: string | null
+  domain?: string | null
+  websiteUrl?: string | null
+  website_url?: string | null
+  companyProfile?: { domain?: string | null; websiteUrl?: string | null } | null
+  company_profile?: { domain?: string | null; websiteUrl?: string | null } | null
+}
+
+export type PipelineStageInfo = {
+  id: string
+  label: string
+  order: number
+  color: string | null
+  icon: string | null
+}
+
+export type StageTransitionInfo = {
+  stageId: string
+  stageLabel: string
+  stageOrder: number
+  transitionedAt: string
+}
+
+export type DealDetailPayload = {
+  deal: {
+    id: string
+    title: string
+    description: string | null
+    status: string | null
+    pipelineStage: string | null
+    pipelineId: string | null
+    pipelineStageId: string | null
+    valueAmount: string | null
+    valueCurrency: string | null
+    probability: number | null
+    expectedCloseAt: string | null
+    ownerUserId: string | null
+    source: string | null
+    closureOutcome: 'won' | 'lost' | null
+    lossReasonId: string | null
+    lossNotes: string | null
+    organizationId: string | null
+    tenantId: string | null
+    createdAt: string
+    updatedAt: string
+  }
+  people: DealAssociation[]
+  companies: DealAssociation[]
+  linkedPersonIds: string[]
+  linkedCompanyIds: string[]
+  counts: {
+    people: number
+    companies: number
+  }
+  customFields: Record<string, unknown>
+  viewer: {
+    userId: string | null
+    name: string | null
+    email: string | null
+  } | null
+  pipelineStages: PipelineStageInfo[]
+  pipelineName: string | null
+  stageTransitions: StageTransitionInfo[]
+  owner: { id: string; name: string; email: string } | null
+}
+
+export type DealStatsPayload = {
+  dealValue: number | null
+  dealCurrency: string | null
+  closureOutcome: 'won' | 'lost'
+  closedAt: string
+  pipelineName: string | null
+  dealsClosedThisPeriod: number
+  salesCycleDays: number | null
+  dealRankInQuarter: number | null
+  lossReason: string | null
+}
+
+export type GuardedMutationRunner = <TResult>(
+  operation: () => Promise<TResult>,
+  mutationPayload?: Record<string, unknown>,
+) => Promise<TResult>

package/src/modules/customers/backend/customers/deals/[id]/hooks/useDealActivities.ts

@@ -0,0 +1,60 @@
+import * as React from 'react'
+import { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'
+import type { InteractionSummary } from '../../../../../components/detail/types'
+import { useInteractionMutations } from '../../../../../components/detail/hooks/useInteractionMutations'
+import type { GuardedMutationRunner } from './types'
+
+type UseDealActivitiesOptions = {
+  dealId: string
+  runMutationWithContext: GuardedMutationRunner
+}
+
+type UseDealActivitiesResult = {
+  plannedActivities: InteractionSummary[]
+  activityRefreshKey: number
+  loadPlannedActivities: () => Promise<void>
+  handleActivityCreated: () => Promise<void>
+  handleMarkDone: (interactionId: string) => Promise<void>
+  handleCancelActivity: (interactionId: string) => Promise<void>
+}
+
+export function useDealActivities({
+  dealId,
+  runMutationWithContext,
+}: UseDealActivitiesOptions): UseDealActivitiesResult {
+  const [plannedActivities, setPlannedActivities] = React.useState<InteractionSummary[]>([])
+  const [activityRefreshKey, setActivityRefreshKey] = React.useState(0)
+
+  const loadPlannedActivities = React.useCallback(async () => {
+    if (!dealId) return
+    try {
+      const result = await readApiResultOrThrow<{ items?: InteractionSummary[] }>(
+        `/api/customers/interactions?dealId=${encodeURIComponent(dealId)}&status=planned&excludeInteractionType=task&limit=100&sortField=scheduledAt&sortDir=asc`,
+      )
+      setPlannedActivities(Array.isArray(result.items) ? result.items : [])
+    } catch (err) {
+      console.warn('[customers.deals.detail] load planned activities failed', err)
+      setPlannedActivities([])
+    }
+  }, [dealId])
+
+  const handleActivityCreated = React.useCallback(async () => {
+    setActivityRefreshKey((value) => value + 1)
+    await loadPlannedActivities()
+  }, [loadPlannedActivities])
+
+  const { completeInteraction, cancelInteraction } = useInteractionMutations({
+    runMutationWithContext,
+    onAfterChange: handleActivityCreated,
+    logContext: 'customers.deals.detail',
+  })
+
+  return {
+    plannedActivities,
+    activityRefreshKey,
+    loadPlannedActivities,
+    handleActivityCreated,
+    handleMarkDone: completeInteraction,
+    handleCancelActivity: cancelInteraction,
+  }
+}

package/src/modules/customers/backend/customers/deals/[id]/hooks/useDealAssociations.ts

@@ -0,0 +1,362 @@
+import * as React from 'react'
+import { flash } from '@open-mercato/ui/backend/FlashMessages'
+import { updateCrud } from '@open-mercato/ui/backend/utils/crud'
+import { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'
+import { useT } from '@open-mercato/shared/lib/i18n/context'
+import type {
+  CompanyAssociationApiRecord,
+  DealAssociation,
+  DealDetailPayload,
+  GuardedMutationRunner,
+  PersonAssociationApiRecord,
+} from './types'
+
+export function normalizePersonAssociationRecord(
+  record: PersonAssociationApiRecord,
+  fallbackId: string,
+): DealAssociation {
+  const displayName =
+    typeof record.displayName === 'string' && record.displayName.trim().length
+      ? record.displayName.trim()
+      : typeof record.display_name === 'string' && record.display_name.trim().length
+        ? record.display_name.trim()
+        : null
+  const email =
+    typeof record.primaryEmail === 'string' && record.primaryEmail.trim().length
+      ? record.primaryEmail.trim()
+      : typeof record.primary_email === 'string' && record.primary_email.trim().length
+        ? record.primary_email.trim()
+        : null
+  const phone =
+    typeof record.primaryPhone === 'string' && record.primaryPhone.trim().length
+      ? record.primaryPhone.trim()
+      : typeof record.primary_phone === 'string' && record.primary_phone.trim().length
+        ? record.primary_phone.trim()
+        : null
+  const profile = record.personProfile ?? record.person_profile ?? null
+  const jobTitle =
+    profile && typeof profile.jobTitle === 'string' && profile.jobTitle.trim().length
+      ? profile.jobTitle.trim()
+      : null
+  return {
+    id: typeof record.id === 'string' ? record.id : fallbackId,
+    label: displayName ?? email ?? phone ?? fallbackId,
+    subtitle: jobTitle ?? email ?? phone ?? null,
+    kind: 'person',
+  }
+}
+
+export function normalizeCompanyAssociationRecord(
+  record: CompanyAssociationApiRecord,
+  fallbackId: string,
+): DealAssociation {
+  const displayName =
+    typeof record.displayName === 'string' && record.displayName.trim().length
+      ? record.displayName.trim()
+      : typeof record.display_name === 'string' && record.display_name.trim().length
+        ? record.display_name.trim()
+        : null
+  const profile = record.companyProfile ?? record.company_profile ?? null
+  const domain =
+    typeof record.domain === 'string' && record.domain.trim().length
+      ? record.domain.trim()
+      : profile && typeof profile.domain === 'string' && profile.domain.trim().length
+        ? profile.domain.trim()
+        : null
+  const website =
+    typeof record.websiteUrl === 'string' && record.websiteUrl.trim().length
+      ? record.websiteUrl.trim()
+      : typeof record.website_url === 'string' && record.website_url.trim().length
+        ? record.website_url.trim()
+        : profile && typeof profile.websiteUrl === 'string' && profile.websiteUrl.trim().length
+          ? profile.websiteUrl.trim()
+          : null
+  return {
+    id: typeof record.id === 'string' ? record.id : fallbackId,
+    label: displayName ?? domain ?? website ?? fallbackId,
+    subtitle: domain ?? website ?? null,
+    kind: 'company',
+  }
+}
+
+function sameIdList(left: string[], right: string[]): boolean {
+  if (left.length !== right.length) return false
+  return left.every((value, index) => value === right[index])
+}
+
+type LinkedPageResult = {
+  items: DealAssociation[]
+  totalPages: number
+  total: number
+}
+
+type UseDealAssociationsOptions = {
+  currentDealId: string | null
+  data: DealDetailPayload | null
+  setData: React.Dispatch<React.SetStateAction<DealDetailPayload | null>>
+  runMutationWithContext: GuardedMutationRunner
+}
+
+type UseDealAssociationsResult = {
+  peopleEditorIds: string[]
+  companiesEditorIds: string[]
+  peopleSaving: boolean
+  companiesSaving: boolean
+  handlePeopleAssociationsChange: (nextIds: string[]) => Promise<void>
+  handleCompaniesAssociationsChange: (nextIds: string[]) => Promise<void>
+  loadLinkedPeoplePage: (page: number, query: string) => Promise<LinkedPageResult>
+  loadLinkedCompaniesPage: (page: number, query: string) => Promise<LinkedPageResult>
+}
+
+export function useDealAssociations({
+  currentDealId,
+  data,
+  setData,
+  runMutationWithContext,
+}: UseDealAssociationsOptions): UseDealAssociationsResult {
+  const t = useT()
+  const [peopleEditorIds, setPeopleEditorIds] = React.useState<string[]>([])
+  const [companiesEditorIds, setCompaniesEditorIds] = React.useState<string[]>([])
+  const [peopleSaving, setPeopleSaving] = React.useState(false)
+  const [companiesSaving, setCompaniesSaving] = React.useState(false)
+
+  React.useEffect(() => {
+    setPeopleEditorIds(data?.linkedPersonIds ?? [])
+    setCompaniesEditorIds(data?.linkedCompanyIds ?? [])
+  }, [data?.linkedCompanyIds, data?.linkedPersonIds])
+
+  const loadPeopleAssociations = React.useCallback(async (ids: string[]): Promise<DealAssociation[]> => {
+    const uniqueIds = Array.from(new Set(ids.map((value) => value.trim()).filter(Boolean)))
+    if (!uniqueIds.length) return []
+    try {
+      const params = new URLSearchParams({
+        ids: uniqueIds.join(','),
+        pageSize: String(Math.max(uniqueIds.length, 1)),
+      })
+      const payload = await readApiResultOrThrow<{ items?: PersonAssociationApiRecord[] }>(
+        `/api/customers/people?${params.toString()}`,
+      )
+      const items = Array.isArray(payload.items) ? payload.items : []
+      const byId = new Map<string, PersonAssociationApiRecord>()
+      items.forEach((record) => {
+        if (record && typeof record.id === 'string') byId.set(record.id, record)
+      })
+      return uniqueIds.map((personId) => {
+        const record = byId.get(personId)
+        return record
+          ? normalizePersonAssociationRecord(record, personId)
+          : {
+              id: personId,
+              label: personId,
+              subtitle: null,
+              kind: 'person' as const,
+            }
+      })
+    } catch {
+      return uniqueIds.map((personId) => ({
+        id: personId,
+        label: personId,
+        subtitle: null,
+        kind: 'person' as const,
+      }))
+    }
+  }, [])
+
+  const loadCompanyAssociations = React.useCallback(async (ids: string[]): Promise<DealAssociation[]> => {
+    const uniqueIds = Array.from(new Set(ids.map((value) => value.trim()).filter(Boolean)))
+    if (!uniqueIds.length) return []
+    try {
+      const params = new URLSearchParams({
+        ids: uniqueIds.join(','),
+        pageSize: String(Math.max(uniqueIds.length, 1)),
+      })
+      const payload = await readApiResultOrThrow<{ items?: CompanyAssociationApiRecord[] }>(
+        `/api/customers/companies?${params.toString()}`,
+      )
+      const items = Array.isArray(payload.items) ? payload.items : []
+      const byId = new Map<string, CompanyAssociationApiRecord>()
+      items.forEach((record) => {
+        if (record && typeof record.id === 'string') byId.set(record.id, record)
+      })
+      return uniqueIds.map((companyId) => {
+        const record = byId.get(companyId)
+        return record
+          ? normalizeCompanyAssociationRecord(record, companyId)
+          : {
+              id: companyId,
+              label: companyId,
+              subtitle: null,
+              kind: 'company' as const,
+            }
+      })
+    } catch {
+      return uniqueIds.map((companyId) => ({
+        id: companyId,
+        label: companyId,
+        subtitle: null,
+        kind: 'company' as const,
+      }))
+    }
+  }, [])
+
+  const loadLinkedPeoplePage = React.useCallback(
+    async (page: number, query: string): Promise<LinkedPageResult> => {
+      if (!currentDealId) {
+        return { items: [], totalPages: 1, total: 0 }
+      }
+      const params = new URLSearchParams({
+        page: String(page),
+        pageSize: '20',
+        sort: 'name-asc',
+      })
+      if (query.trim().length > 0) {
+        params.set('search', query.trim())
+      }
+      const payload = await readApiResultOrThrow<{
+        items?: DealAssociation[]
+        total?: number
+        totalPages?: number
+      }>(`/api/customers/deals/${encodeURIComponent(currentDealId)}/people?${params.toString()}`)
+      return {
+        items: Array.isArray(payload.items) ? payload.items : [],
+        totalPages: typeof payload.totalPages === 'number' ? payload.totalPages : 1,
+        total: typeof payload.total === 'number' ? payload.total : 0,
+      }
+    },
+    [currentDealId],
+  )
+
+  const loadLinkedCompaniesPage = React.useCallback(
+    async (page: number, query: string): Promise<LinkedPageResult> => {
+      if (!currentDealId) {
+        return { items: [], totalPages: 1, total: 0 }
+      }
+      const params = new URLSearchParams({
+        page: String(page),
+        pageSize: '20',
+        sort: 'name-asc',
+      })
+      if (query.trim().length > 0) {
+        params.set('search', query.trim())
+      }
+      const payload = await readApiResultOrThrow<{
+        items?: DealAssociation[]
+        total?: number
+        totalPages?: number
+      }>(`/api/customers/deals/${encodeURIComponent(currentDealId)}/companies?${params.toString()}`)
+      return {
+        items: Array.isArray(payload.items) ? payload.items : [],
+        totalPages: typeof payload.totalPages === 'number' ? payload.totalPages : 1,
+        total: typeof payload.total === 'number' ? payload.total : 0,
+      }
+    },
+    [currentDealId],
+  )
+
+  const handlePeopleAssociationsChange = React.useCallback(
+    async (nextIds: string[]) => {
+      if (!currentDealId) return
+      if (sameIdList(nextIds, peopleEditorIds)) return
+      const previousIds = peopleEditorIds
+      const previousPeople = data?.people ?? []
+      setPeopleEditorIds(nextIds)
+      setPeopleSaving(true)
+      try {
+        await runMutationWithContext(
+          () => updateCrud('customers/deals', { id: currentDealId, personIds: nextIds }),
+          { id: currentDealId, personIds: nextIds, operation: 'updateDealPeople' },
+        )
+        const nextPeople = await loadPeopleAssociations(nextIds.slice(0, 3))
+        setData((prev) =>
+          prev
+            ? {
+                ...prev,
+                people: nextPeople,
+                linkedPersonIds: nextIds,
+                counts: { ...prev.counts, people: nextIds.length },
+              }
+            : prev,
+        )
+      } catch {
+        setPeopleEditorIds(previousIds)
+        setData((prev) =>
+          prev
+            ? {
+                ...prev,
+                people: previousPeople,
+                linkedPersonIds: previousIds,
+                counts: { ...prev.counts, people: previousIds.length },
+              }
+            : prev,
+        )
+        flash(t('customers.deals.detail.peopleUpdateError', 'Failed to update linked people.'), 'error')
+      } finally {
+        setPeopleSaving(false)
+      }
+    },
+    [currentDealId, data?.people, loadPeopleAssociations, peopleEditorIds, runMutationWithContext, setData, t],
+  )
+
+  const handleCompaniesAssociationsChange = React.useCallback(
+    async (nextIds: string[]) => {
+      if (!currentDealId) return
+      if (sameIdList(nextIds, companiesEditorIds)) return
+      const previousIds = companiesEditorIds
+      const previousCompanies = data?.companies ?? []
+      setCompaniesEditorIds(nextIds)
+      setCompaniesSaving(true)
+      try {
+        await runMutationWithContext(
+          () => updateCrud('customers/deals', { id: currentDealId, companyIds: nextIds }),
+          { id: currentDealId, companyIds: nextIds, operation: 'updateDealCompanies' },
+        )
+        const nextCompanies = await loadCompanyAssociations(nextIds.slice(0, 3))
+        setData((prev) =>
+          prev
+            ? {
+                ...prev,
+                companies: nextCompanies,
+                linkedCompanyIds: nextIds,
+                counts: { ...prev.counts, companies: nextIds.length },
+              }
+            : prev,
+        )
+      } catch {
+        setCompaniesEditorIds(previousIds)
+        setData((prev) =>
+          prev
+            ? {
+                ...prev,
+                companies: previousCompanies,
+                linkedCompanyIds: previousIds,
+                counts: { ...prev.counts, companies: previousIds.length },
+              }
+            : prev,
+        )
+        flash(t('customers.deals.detail.companiesUpdateError', 'Failed to update linked companies.'), 'error')
+      } finally {
+        setCompaniesSaving(false)
+      }
+    },
+    [
+      companiesEditorIds,
+      currentDealId,
+      data?.companies,
+      loadCompanyAssociations,
+      runMutationWithContext,
+      setData,
+      t,
+    ],
+  )
+
+  return {
+    peopleEditorIds,
+    companiesEditorIds,
+    peopleSaving,
+    companiesSaving,
+    handlePeopleAssociationsChange,
+    handleCompaniesAssociationsChange,
+    loadLinkedPeoplePage,
+    loadLinkedCompaniesPage,
+  }
+}

package/src/modules/customers/backend/customers/deals/[id]/hooks/useDealClosure.ts

@@ -0,0 +1,113 @@
+import * as React from 'react'
+import { updateCrud } from '@open-mercato/ui/backend/utils/crud'
+import { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'
+import type { DealStatsPayload, GuardedMutationRunner } from './types'
+
+type UseDealClosureOptions = {
+  currentDealId: string | null
+  runMutationWithContext: GuardedMutationRunner
+  confirmDiscardIfDirty: () => Promise<boolean>
+  onClosed: () => Promise<void>
+}
+
+type UseDealClosureResult = {
+  lostDialogOpen: boolean
+  wonPopupOpen: boolean
+  lostPopupOpen: boolean
+  wonStats: DealStatsPayload | null
+  lostStats: DealStatsPayload | null
+  openLostDialog: () => void
+  closeLostDialog: () => void
+  closeWonPopup: () => void
+  closeLostPopup: () => void
+  handleWon: () => Promise<void>
+  handleLostConfirm: (input: { lossReasonId: string; lossNotes?: string }) => Promise<void>
+}
+
+export function useDealClosure({
+  currentDealId,
+  runMutationWithContext,
+  confirmDiscardIfDirty,
+  onClosed,
+}: UseDealClosureOptions): UseDealClosureResult {
+  const [lostDialogOpen, setLostDialogOpen] = React.useState(false)
+  const [wonPopupOpen, setWonPopupOpen] = React.useState(false)
+  const [lostPopupOpen, setLostPopupOpen] = React.useState(false)
+  const [wonStats, setWonStats] = React.useState<DealStatsPayload | null>(null)
+  const [lostStats, setLostStats] = React.useState<DealStatsPayload | null>(null)
+
+  const fetchDealStats = React.useCallback(async (): Promise<DealStatsPayload | null> => {
+    if (!currentDealId) return null
+    try {
+      return await readApiResultOrThrow<DealStatsPayload>(
+        `/api/customers/deals/${encodeURIComponent(currentDealId)}/stats`,
+      )
+    } catch (statsError) {
+      console.error('customers.deals.detail.stats failed', statsError)
+      return null
+    }
+  }, [currentDealId])
+
+  const handleWon = React.useCallback(async () => {
+    if (!currentDealId) return
+    if (!(await confirmDiscardIfDirty())) return
+    await runMutationWithContext(
+      () => updateCrud('customers/deals', { id: currentDealId, closureOutcome: 'won', status: 'win' }),
+      { id: currentDealId, closureOutcome: 'won', status: 'win', operation: 'closeWon' },
+    )
+    const stats = await fetchDealStats()
+    setWonStats(stats)
+    setWonPopupOpen(true)
+    await onClosed()
+  }, [confirmDiscardIfDirty, currentDealId, fetchDealStats, onClosed, runMutationWithContext])
+
+  const handleLostConfirm = React.useCallback(
+    async (input: { lossReasonId: string; lossNotes?: string }) => {
+      if (!currentDealId) return
+      if (!(await confirmDiscardIfDirty())) return
+      await runMutationWithContext(
+        () =>
+          updateCrud('customers/deals', {
+            id: currentDealId,
+            closureOutcome: 'lost',
+            status: 'loose',
+            lossReasonId: input.lossReasonId,
+            lossNotes: input.lossNotes ?? null,
+          }),
+        {
+          id: currentDealId,
+          closureOutcome: 'lost',
+          status: 'loose',
+          lossReasonId: input.lossReasonId,
+          lossNotes: input.lossNotes ?? null,
+          operation: 'closeLost',
+        },
+      )
+      setLostDialogOpen(false)
+      const stats = await fetchDealStats()
+      setLostStats(stats)
+      setLostPopupOpen(true)
+      await onClosed()
+    },
+    [confirmDiscardIfDirty, currentDealId, fetchDealStats, onClosed, runMutationWithContext],
+  )
+
+  const openLostDialog = React.useCallback(() => setLostDialogOpen(true), [])
+  const closeLostDialog = React.useCallback(() => setLostDialogOpen(false), [])
+  const closeWonPopup = React.useCallback(() => setWonPopupOpen(false), [])
+  const closeLostPopup = React.useCallback(() => setLostPopupOpen(false), [])
+
+  return {
+    lostDialogOpen,
+    wonPopupOpen,
+    lostPopupOpen,
+    wonStats,
+    lostStats,
+    openLostDialog,
+    closeLostDialog,
+    closeWonPopup,
+    closeLostPopup,
+    handleWon,
+    handleLostConfirm,
+  }
+}