@open-mercato/core 0.6.3-develop.3651.1.d3a548a5f1 → 0.6.3-develop.3660.1.53b73d5aa4

package/src/modules/customers/backend/customers/deals/pipeline/components/PipelineFilterPopover.tsx

@@ -0,0 +1,196 @@
+"use client"
+
+import * as React from 'react'
+import {
+  Popover,
+  PopoverContent,
+  PopoverTrigger,
+} from '@open-mercato/ui/primitives/popover'
+import { Button } from '@open-mercato/ui/primitives/button'
+import { useT } from '@open-mercato/shared/lib/i18n/context'
+import { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'
+import { ChipButton } from './ChipButton'
+import { FilterPopoverShell } from './FilterPopoverShell'
+
+export type PipelineFilterOption = {
+  id: string
+  name: string
+  dealCount?: number
+}
+
+type PipelineFilterPopoverProps = {
+  pipelines: PipelineFilterOption[]
+  selectedPipelineId: string | null
+  onApply: (pipelineId: string | null) => void
+}
+
+/**
+ * Single radio button matching the Figma spec at 1045:11917 — an outlined 16px circle that
+ * fills with the accent-indigo when selected. Reused for every row + the "All pipelines"
+ * sentinel so the visual is consistent.
+ */
+function RadioDot({ selected }: { selected: boolean }): React.ReactElement {
+  return (
+    <span
+      className={`flex size-4 shrink-0 items-center justify-center rounded-full border ${
+        selected ? 'border-accent-indigo' : 'border-input bg-card'
+      }`}
+      aria-hidden="true"
+    >
+      {selected ? <span className="size-2 rounded-full bg-accent-indigo" /> : null}
+    </span>
+  )
+}
+
+export function PipelineFilterPopover({
+  pipelines,
+  selectedPipelineId,
+  onApply,
+}: PipelineFilterPopoverProps): React.ReactElement {
+  const t = useT()
+  const [open, setOpen] = React.useState(false)
+  const [draft, setDraft] = React.useState<string | null>(selectedPipelineId)
+
+  React.useEffect(() => {
+    if (open) setDraft(selectedPipelineId)
+  }, [open, selectedPipelineId])
+
+  const activePipeline = pipelines.find((pipeline) => pipeline.id === selectedPipelineId)
+  const totalCount = pipelines.reduce((sum, pipeline) => sum + (pipeline.dealCount ?? 0), 0)
+  const chipLabel = translateWithFallback(t, 'customers.deals.kanban.filter.pipeline', 'Pipeline')
+  const chipValue = activePipeline
+    ? activePipeline.name
+    : translateWithFallback(t, 'customers.deals.kanban.filter.allCount', 'All ({count})', {
+        count: pipelines.length,
+      })
+
+  const handleApply = () => {
+    onApply(draft)
+    setOpen(false)
+  }
+
+  // Cmd/Ctrl+Enter from anywhere inside the popover confirms — parity with the dialog
+  // primary-action shortcut (`AGENTS.md` UI Interaction rules).
+  const handleKeyDown = (event: React.KeyboardEvent) => {
+    if ((event.metaKey || event.ctrlKey) && event.key === 'Enter') {
+      event.preventDefault()
+      handleApply()
+    }
+  }
+
+  const allSelected = draft === null
+  const allRowClass = allSelected ? 'bg-muted' : 'bg-card'
+
+  const footerLeft = draft ? (
+    <span>
+      {translateWithFallback(
+        t,
+        'customers.deals.kanban.filter.pipeline.selectedOne',
+        '1 selected · {name}',
+        { name: pipelines.find((pipeline) => pipeline.id === draft)?.name ?? '' },
+      )}
+    </span>
+  ) : (
+    <span>
+      {translateWithFallback(
+        t,
+        'customers.deals.kanban.filter.pipeline.selectedNone',
+        'No pipeline filter',
+      )}
+    </span>
+  )
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <ChipButton label={chipLabel} value={chipValue} active={!!selectedPipelineId} />
+      </PopoverTrigger>
+      <PopoverContent
+        className="w-96 rounded-2xl border-border bg-transparent p-0 shadow-xl"
+        align="start"
+        onKeyDown={handleKeyDown}
+      >
+        <FilterPopoverShell
+          title={translateWithFallback(t, 'customers.deals.kanban.filter.pipeline.title', 'Filter · Pipeline')}
+          onClose={() => setOpen(false)}
+          onCancel={() => setOpen(false)}
+          onApply={handleApply}
+          footerLeft={footerLeft}
+        >
+          {/*
+            "All pipelines" sentinel row. Per Figma it shows the total deal count in
+            accent-indigo (active emphasis), regardless of whether it's selected.
+          */}
+          <Button
+            type="button"
+            variant="ghost"
+            role="radio"
+            aria-checked={allSelected}
+            onClick={() => setDraft(null)}
+            className={`h-auto w-full justify-start gap-3 px-4 py-2.5 text-left font-normal ${allRowClass}`}
+          >
+            <RadioDot selected={allSelected} />
+            <div className="flex min-w-0 flex-1 flex-col gap-px">
+              <span
+                className={`text-sm leading-normal text-foreground ${
+                  allSelected ? 'font-semibold' : 'font-normal'
+                }`}
+              >
+                {translateWithFallback(t, 'customers.deals.kanban.filter.pipeline.all', 'All pipelines')}
+              </span>
+              <span className="text-xs font-normal leading-normal text-muted-foreground">
+                {translateWithFallback(
+                  t,
+                  'customers.deals.kanban.filter.pipeline.allHelper',
+                  '{count} pipelines',
+                  { count: pipelines.length },
+                )}
+              </span>
+            </div>
+            <span className="text-xs font-semibold leading-normal text-accent-indigo">
+              {totalCount}
+            </span>
+          </Button>
+
+          {pipelines.map((pipeline) => {
+            const isSelected = draft === pipeline.id
+            const rowClass = isSelected ? 'bg-muted' : 'bg-card'
+            return (
+              <Button
+                key={pipeline.id}
+                type="button"
+                variant="ghost"
+                role="radio"
+                aria-checked={isSelected}
+                onClick={() => setDraft(pipeline.id)}
+                className={`h-auto w-full justify-start gap-3 px-4 py-2.5 text-left font-normal ${rowClass}`}
+              >
+                <RadioDot selected={isSelected} />
+                <span
+                  className={`flex-1 truncate text-sm leading-normal text-foreground ${
+                    isSelected ? 'font-semibold' : 'font-normal'
+                  }`}
+                >
+                  {pipeline.name}
+                </span>
+                {typeof pipeline.dealCount === 'number' ? (
+                  <span
+                    className={`text-xs leading-normal ${
+                      isSelected
+                        ? 'font-semibold text-accent-indigo'
+                        : 'font-normal text-muted-foreground'
+                    }`}
+                  >
+                    {pipeline.dealCount}
+                  </span>
+                ) : null}
+              </Button>
+            )
+          })}
+        </FilterPopoverShell>
+      </PopoverContent>
+    </Popover>
+  )
+}
+
+export default PipelineFilterPopover

package/src/modules/customers/backend/customers/deals/pipeline/components/QuickDealDialog.tsx

@@ -0,0 +1,408 @@
+"use client"
+
+import * as React from 'react'
+import { z } from 'zod'
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from '@open-mercato/ui/primitives/dialog'
+import { Avatar } from '@open-mercato/ui/primitives/avatar'
+import { CrudForm, type CrudField, type CrudFormGroup } from '@open-mercato/ui/backend/CrudForm'
+import { ComboboxInput } from '@open-mercato/ui/backend/inputs/ComboboxInput'
+import { createCrud } from '@open-mercato/ui/backend/utils/crud'
+import { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'
+import { useGuardedMutation } from '@open-mercato/ui/backend/injection/useGuardedMutation'
+import { flash } from '@open-mercato/ui/backend/FlashMessages'
+import { useT } from '@open-mercato/shared/lib/i18n/context'
+import { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'
+
+// Deal status values written by the kanban flow. These intentionally do NOT include 'closed'
+// because the rest of the app only persists 'loose' for lost deals (see StatusFilterPopover
+// notes). 'in_progress' is kept for backwards compatibility with quick-deals created from
+// the previous version of this dialog. The labels are looked up via i18n at render time so
+// the historic typo 'loose' doesn't leak to operators — the storage value stays unchanged.
+const STATUS_OPTIONS = ['open', 'in_progress', 'win', 'loose'] as const
+
+/**
+ * Tenant currency option. The page resolves these from the currencies module (see
+ * `useCurrencyDictionary`) and passes them in; we no longer hardcode the 4-currency
+ * list that previously locked tenants on CZK/SEK/HUF/etc. out of quick-add.
+ */
+export type QuickDealCurrencyOption = {
+  code: string
+  label?: string
+  isBase?: boolean
+}
+
+const FALLBACK_CURRENCIES: QuickDealCurrencyOption[] = [
+  { code: 'USD', isBase: true },
+  { code: 'EUR' },
+  { code: 'GBP' },
+  { code: 'PLN' },
+]
+
+export type QuickDealContext = {
+  pipelineId: string
+  pipelineName: string
+  pipelineStageId: string
+  pipelineStageLabel: string
+}
+
+export type QuickDealCompanyOption = {
+  id: string
+  label: string
+}
+
+type QuickDealDialogProps = {
+  open: boolean
+  context: QuickDealContext | null
+  onClose: () => void
+  onCreated: () => void
+  currentUserId?: string
+  currentUserLabel?: string
+  companies?: QuickDealCompanyOption[]
+  /**
+   * Tenant currency list. When omitted (e.g. dictionary not yet loaded), we render a
+   * conservative fallback so the dialog still works end-to-end. The default selection is
+   * always the entry with `isBase: true`, falling back to the first item.
+   */
+  currencies?: QuickDealCurrencyOption[]
+}
+
+type QuickDealFormValues = {
+  title: string
+  valueAmount: number | null
+  valueCurrency: string
+  companyId: string
+  status: (typeof STATUS_OPTIONS)[number]
+  probability: number | null
+  expectedCloseAt: string
+  description: string
+}
+
+const QUICK_DEAL_CONTEXT_ID = 'customers-deals-kanban:quick-deal'
+
+export function QuickDealDialog({
+  open,
+  context,
+  onClose,
+  onCreated,
+  currentUserId,
+  currentUserLabel,
+  companies = [],
+  currencies,
+}: QuickDealDialogProps): React.ReactElement | null {
+  const t = useT()
+  // Re-mount CrudForm whenever the dialog opens so cleared state is consistently fresh.
+  // We also key on `context?.pipelineStageId` so reopening from a different stage doesn't
+  // reuse stale field values (the page passes a fresh stage in `context` each time).
+  const [formInstanceKey, setFormInstanceKey] = React.useState(0)
+  React.useEffect(() => {
+    if (open) setFormInstanceKey((current) => current + 1)
+  }, [open])
+
+  const { runMutation, retryLastMutation } = useGuardedMutation<{
+    formId: string
+    resourceKind: string
+    retryLastMutation: () => Promise<boolean>
+  }>({
+    contextId: QUICK_DEAL_CONTEXT_ID,
+    blockedMessage: translateWithFallback(t, 'ui.forms.flash.saveBlocked', 'Save blocked by validation'),
+  })
+
+  const titleRequiredMessage = translateWithFallback(
+    t,
+    'customers.deals.kanban.quickDeal.title.required',
+    'Title is required.',
+  )
+
+  // Default currency selection: tenant base currency, else first available, else 'USD' as
+  // a last-resort literal that satisfies the form validator (which now accepts any 3-char
+  // code rather than a hardcoded enum).
+  const resolvedCurrencies = React.useMemo(
+    () => (currencies && currencies.length > 0 ? currencies : FALLBACK_CURRENCIES),
+    [currencies],
+  )
+  const defaultCurrencyCode = React.useMemo(() => {
+    const base = resolvedCurrencies.find((currency) => currency.isBase)
+    return base?.code ?? resolvedCurrencies[0]?.code ?? 'USD'
+  }, [resolvedCurrencies])
+
+  const formSchema = React.useMemo(
+    () =>
+      z.object({
+        title: z.string().trim().min(1, titleRequiredMessage),
+        valueAmount: z.number().min(0).nullable().optional(),
+        // The set of valid currencies is tenant-defined and resolved at runtime; we accept
+        // any non-empty string here and let the server (which knows the canonical list)
+        // reject anything bogus.
+        valueCurrency: z.string().min(1),
+        companyId: z.string().optional(),
+        status: z.enum(STATUS_OPTIONS),
+        probability: z.number().min(0).max(100).nullable().optional(),
+        expectedCloseAt: z.string().optional(),
+        description: z.string().optional(),
+      }),
+      // Cast widens to QuickDealFormValues so CrudForm's TValues generic stays exact.
+    [titleRequiredMessage],
+  ) as unknown as z.ZodType<QuickDealFormValues>
+
+  const initialValues = React.useMemo<Partial<QuickDealFormValues>>(
+    () => ({
+      title: '',
+      valueAmount: null,
+      valueCurrency: defaultCurrencyCode,
+      companyId: '',
+      status: 'open',
+      probability: 25,
+      expectedCloseAt: '',
+      description: '',
+    }),
+    [defaultCurrencyCode],
+  )
+
+  const fields = React.useMemo<CrudField[]>(
+    () => {
+      const list: CrudField[] = [
+        {
+          // CrudForm auto-focuses the first field of the first group on mount; we don't
+          // need (and CrudField doesn't accept) an explicit `autoFocus` prop here.
+          id: 'title',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.title.label', 'Deal title'),
+          type: 'text',
+          required: true,
+          placeholder: translateWithFallback(
+            t,
+            'customers.deals.kanban.quickDeal.title.placeholder',
+            'e.g. Q3 Expansion — Lighting Package',
+          ),
+        },
+        {
+          id: 'valueAmount',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.value', 'Value'),
+          type: 'number',
+          layout: 'half',
+          placeholder: '0',
+        },
+        {
+          id: 'valueCurrency',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.currency', 'Currency'),
+          type: 'select',
+          layout: 'half',
+          options: resolvedCurrencies.map((currency) => ({
+            value: currency.code,
+            label: currency.label && currency.label !== currency.code
+              ? `${currency.code} — ${currency.label}`
+              : currency.code,
+          })),
+        },
+        {
+          // Company is a typeahead (ComboboxInput) rather than a plain <select>: tenants
+          // with hundreds of companies get an unusable dropdown otherwise. The `seedOptions`
+          // carry the most-recent companies the page already loaded; an async loader could
+          // be added later to hit the companies search endpoint for full coverage.
+          id: 'companyId',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.company', 'Company'),
+          type: 'custom',
+          component: ({ value, setValue }) => (
+            <ComboboxInput
+              value={typeof value === 'string' ? value : ''}
+              onChange={(next) => setValue(next)}
+              seedOptions={companies.map((company) => ({ value: company.id, label: company.label }))}
+              placeholder={translateWithFallback(
+                t,
+                'customers.deals.kanban.quickDeal.companyPh',
+                'Pick a company or add new…',
+              )}
+              allowCustomValues={false}
+            />
+          ),
+        },
+      ]
+      // Owner is read-only display of the current user (mirrors original UX). Hidden when
+      // we don't know the user — avoids confusing empty avatar cell.
+      if (currentUserLabel) {
+        list.push({
+          id: 'owner',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.owner', 'Owner'),
+          type: 'custom',
+          readOnly: true,
+          component: () => (
+            <div className="flex h-9 items-center gap-2 rounded-md border border-input bg-card px-3 text-sm">
+              <Avatar label={currentUserLabel} size="sm" />
+              <span>{currentUserLabel}</span>
+            </div>
+          ),
+        })
+      }
+      // Progressive disclosure: status + probability + close date + description live in
+      // a separate "More details" group with `defaultExpanded: false` (configured via
+      // collapsibleGroups on the host CrudForm).
+      list.push(
+        {
+          id: 'status',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.status', 'Status'),
+          type: 'select',
+          // Storage value is preserved (`loose` etc.) — only the displayed label is
+          // translated, so we never write a localised string back to the DB.
+          options: STATUS_OPTIONS.map((statusValue) => ({
+            value: statusValue,
+            label: translateWithFallback(
+              t,
+              `customers.deals.kanban.quickDeal.status.${statusValue}`,
+              statusValue,
+            ),
+          })),
+        },
+        {
+          id: 'probability',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.probability', 'Probability'),
+          type: 'number',
+          layout: 'half',
+          placeholder: '25',
+        },
+        {
+          id: 'expectedCloseAt',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.expectedClose', 'Expected close'),
+          type: 'date',
+          layout: 'half',
+        },
+        {
+          id: 'description',
+          label: translateWithFallback(t, 'customers.deals.kanban.quickDeal.description', 'Description'),
+          type: 'textarea',
+          rows: 3,
+          placeholder: translateWithFallback(
+            t,
+            'customers.deals.kanban.quickDeal.description.placeholder',
+            'Short context, decision makers or next steps. Markdown supported.',
+          ),
+        },
+      )
+      return list
+    },
+    [companies, currentUserLabel, resolvedCurrencies, t],
+  )
+
+  const groups = React.useMemo<CrudFormGroup[]>(
+    () => [
+      {
+        id: 'basic',
+        // No title — keep the basic section flush with the dialog header.
+        fields: ['title', 'valueAmount', 'valueCurrency', 'companyId', ...(currentUserLabel ? ['owner'] : [])],
+      },
+      {
+        id: 'more',
+        title: translateWithFallback(
+          t,
+          'customers.deals.kanban.quickDeal.more',
+          'More details (probability, close date, description)',
+        ),
+        fields: ['status', 'probability', 'expectedCloseAt', 'description'],
+      },
+    ],
+    [currentUserLabel, t],
+  )
+
+  const handleSubmit = React.useCallback(
+    async (values: QuickDealFormValues) => {
+      if (!context) return
+      const trimmedTitle = values.title.trim()
+      if (!trimmedTitle.length) {
+        throw createCrudFormError(titleRequiredMessage, { title: titleRequiredMessage })
+      }
+      const payload: Record<string, unknown> = {
+        title: trimmedTitle,
+        pipelineId: context.pipelineId,
+        pipelineStageId: context.pipelineStageId,
+        valueCurrency: values.valueCurrency,
+      }
+      if (typeof values.valueAmount === 'number' && Number.isFinite(values.valueAmount)) {
+        payload.valueAmount = values.valueAmount
+      }
+      if (currentUserId) payload.ownerUserId = currentUserId
+      if (values.companyId) payload.companyIds = [values.companyId]
+      if (values.status) payload.status = values.status
+      if (typeof values.probability === 'number' && Number.isFinite(values.probability)) {
+        payload.probability = values.probability
+      }
+      if (values.expectedCloseAt && values.expectedCloseAt.trim().length) {
+        payload.expectedCloseAt = values.expectedCloseAt
+      }
+      if (values.description && values.description.trim().length) {
+        payload.description = values.description
+      }
+      const operation = () =>
+        createCrud('customers/deals', payload, {
+          errorMessage: translateWithFallback(t, 'customers.deals.create.error', 'Failed to create deal.'),
+        })
+      await runMutation({
+        operation,
+        context: {
+          formId: QUICK_DEAL_CONTEXT_ID,
+          resourceKind: 'customers.deal',
+          retryLastMutation,
+        },
+      })
+      flash(
+        translateWithFallback(
+          t,
+          'customers.deals.kanban.quickDeal.success',
+          'Deal added to {stage}.',
+          { stage: context.pipelineStageLabel },
+        ),
+        'success',
+      )
+      onCreated()
+      onClose()
+    },
+    [context, currentUserId, onClose, onCreated, retryLastMutation, runMutation, t, titleRequiredMessage],
+  )
+
+  if (!context) return null
+
+  return (
+    <Dialog
+      open={open}
+      onOpenChange={(next) => {
+        if (!next) onClose()
+      }}
+    >
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            {translateWithFallback(t, 'customers.deals.kanban.quickDeal.title', 'Quick deal')}
+          </DialogTitle>
+          <DialogDescription>
+            {translateWithFallback(
+              t,
+              'customers.deals.kanban.quickDeal.context',
+              'Pipeline: {pipeline} · Stage: {stage}',
+              { pipeline: context.pipelineName, stage: context.pipelineStageLabel },
+            )}
+          </DialogDescription>
+        </DialogHeader>
+
+        <CrudForm<QuickDealFormValues>
+          key={`${context.pipelineStageId}:${formInstanceKey}`}
+          embedded
+          fields={fields}
+          groups={groups}
+          // The "More details" group starts collapsed; users can expand to set
+          // status / probability / close date / description. Mirrors the previous
+          // "+ More details" toggle.
+          collapsibleGroups={{ pageType: 'customers.deals.kanban.quickDeal' }}
+          initialValues={initialValues}
+          schema={formSchema}
+          submitLabel={translateWithFallback(t, 'customers.deals.kanban.quickDeal.submit', 'Add deal')}
+          onSubmit={handleSubmit}
+        />
+      </DialogContent>
+    </Dialog>
+  )
+}
+
+export default QuickDealDialog