@paro.io/expert-shared-components 1.14.5 → 1.14.6

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Files changed (8) hide show
  1. package/lib/components/ProjectIntelligence/EngagementHeader/index.d.ts +4 -1
  2. package/lib/components/ProjectIntelligence/EngagementHeader/index.js +18 -15
  3. package/lib/components/ProjectIntelligence/FocusAreas/index.js +35 -5
  4. package/lib/components/ProjectIntelligence/MissingInformation/index.js +37 -34
  5. package/lib/components/ProjectIntelligence/ProgressTracker/index.d.ts +0 -1
  6. package/lib/components/ProjectIntelligence/ProgressTracker/index.js +3 -3
  7. package/lib/components/ProjectIntelligence/index.js +163 -18
  8. package/package.json +1 -1
package/lib/components/ProjectIntelligence/EngagementHeader/index.d.ts CHANGED
@@ -9,10 +9,13 @@ interface EngagementHeaderProps {
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  expertName: string;
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  expertTitle: string;
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  startDate: string;
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- status: 'Discovery' | 'Kickoff_Complete' | 'In_Progress' | 'Completed' | 'Paused' | 'Cancelled';
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+ status: 'PreKickoff' | 'Kickoff' | 'Setup' | 'Active' | 'Renewal';
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  clientTabs: ClientTab[];
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  selectedClientId: string | null;
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  onClientChange: (opportunityId: string) => void;
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+ allFocusAreasCompleted?: boolean;
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+ onMoveToNextStage?: () => void;
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+ isLoading?: boolean;
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  }
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  export declare const EngagementHeader: React.FC<EngagementHeaderProps>;
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  export {};
package/lib/components/ProjectIntelligence/EngagementHeader/index.js CHANGED
@@ -7,22 +7,20 @@ exports.EngagementHeader = void 0;
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  const react_1 = __importDefault(require("react"));
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  const date_fns_1 = require("date-fns");
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  const STATUS_COLORS = {
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- Discovery: 'bg-orange-100 text-orange-800 border-orange-200',
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- Kickoff_Complete: 'bg-green-100 text-green-800 border-green-200',
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- In_Progress: 'bg-blue-100 text-blue-800 border-blue-200',
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- Completed: 'bg-gray-100 text-gray-800 border-gray-200',
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- Paused: 'bg-orange-100 text-orange-800 border-orange-200',
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- Cancelled: 'bg-red-100 text-red-800 border-red-200',
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+ 'PreKickoff': 'bg-orange-100 text-orange-800 border-orange-200',
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+ Kickoff: 'bg-green-100 text-green-800 border-green-200',
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+ Setup: 'bg-green-100 text-green-800 border-green-200',
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+ Active: 'bg-green-100 text-green-800 border-green-200',
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+ Renewal: 'bg-green-100 text-green-800 border-green-200',
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  };
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  const STATUS_LABELS = {
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- Discovery: 'DISCOVERY',
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- Kickoff_Complete: 'KICKOFF COMPLETE',
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- In_Progress: 'IN PROGRESS',
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- Completed: 'COMPLETED',
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- Paused: 'PAUSED',
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- Cancelled: 'CANCELLED',
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+ 'PreKickoff': 'PRE KICKOFF',
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+ Kickoff: 'KICKOFF',
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+ Setup: 'SETUP',
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+ Active: 'ACTIVE',
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+ Renewal: 'RENEWAL',
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  };
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- const EngagementHeader = ({ clientName, expertName, expertTitle, startDate, status, clientTabs, selectedClientId, onClientChange }) => {
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+ const EngagementHeader = ({ clientName, expertName, expertTitle, startDate, status, clientTabs, selectedClientId, onClientChange, allFocusAreasCompleted = false, onMoveToNextStage, isLoading = false }) => {
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  const formattedDate = startDate ? (0, date_fns_1.format)(new Date(startDate), 'MMMM dd, yyyy') : (0, date_fns_1.format)(new Date(), 'MMMM dd, yyyy');
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  return (react_1.default.createElement("div", { className: "bg-white rounded-lg shadow-sm border border-gray-200" },
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  react_1.default.createElement("div", { className: "px-6 pt-4" },
@@ -42,9 +40,14 @@ const EngagementHeader = ({ clientName, expertName, expertTitle, startDate, stat
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  expertTitle,
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  " \u2022 Started ",
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  formattedDate)),
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- react_1.default.createElement("div", { className: "flex items-center" },
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+ react_1.default.createElement("div", { className: "flex items-center space-x-3" },
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  react_1.default.createElement("span", { className: `inline-flex items-center px-3 py-1 rounded-full text-sm font-medium ${STATUS_COLORS[status]}` },
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  react_1.default.createElement("div", { className: "w-2 h-2 bg-current rounded-full mr-1.5" }),
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- STATUS_LABELS[status]))))));
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+ STATUS_LABELS[status]),
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+ allFocusAreasCompleted && status !== 'Active' && onMoveToNextStage && (react_1.default.createElement("button", { onClick: onMoveToNextStage, disabled: isLoading, className: `inline-flex items-center px-4 py-2 border border-transparent text-sm font-medium rounded-md shadow-sm text-white bg-blue-600 hover:bg-blue-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-blue-500 transition-colors ${isLoading ? 'opacity-50 cursor-not-allowed' : ''}` }, isLoading ? (react_1.default.createElement(react_1.default.Fragment, null,
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+ react_1.default.createElement("svg", { className: "animate-spin -ml-1 mr-2 h-4 w-4 text-white", xmlns: "http://www.w3.org/2000/svg", fill: "none", viewBox: "0 0 24 24" },
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+ react_1.default.createElement("circle", { className: "opacity-25", cx: "12", cy: "12", r: "10", stroke: "currentColor", strokeWidth: "4" }),
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+ react_1.default.createElement("path", { className: "opacity-75", fill: "currentColor", d: "M4 12a8 8 0 018-8V0C5.373 0 0 5.373 0 12h4zm2 5.291A7.962 7.962 0 014 12H0c0 3.042 1.135 5.824 3 7.938l3-2.647z" })),
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+ "Processing...")) : ('Move to Next Stage'))))))));
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  };
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  exports.EngagementHeader = EngagementHeader;
package/lib/components/ProjectIntelligence/FocusAreas/index.js CHANGED
@@ -28,9 +28,9 @@ const react_1 = __importStar(require("react"));
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  const date_fns_1 = require("date-fns");
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  const utils_1 = require("../../shared/utils");
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  const STATUS_COLORS = {
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- CONFIRMED: 'bg-green-100 text-green-800 border-green-200',
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+ CONFIRMED: 'bg-blue-100 text-blue-800 border-blue-200',
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  IN_PROGRESS: 'bg-blue-100 text-blue-800 border-blue-200',
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- COMPLETED: 'bg-gray-100 text-gray-800 border-gray-200',
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+ COMPLETED: 'bg-green-100 text-green-800 border-green-200',
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  AT_RISK: 'bg-red-100 text-red-800 border-red-200',
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  };
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  const STATUS_ICONS = {
@@ -125,6 +125,32 @@ const FocusAreas = ({ focusAreas, updateOpportunityFocusArea, GetOpportunityInsi
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  // Here you would typically call an API to update the focus area
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  console.log('Saving focus area:', id, newTitle, newDescription);
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  };
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+ const handleStatusUpdate = (focusArea, newStatus) => {
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+ try {
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+ // Update in the backend
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+ updateOpportunityFocusArea({
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+ variables: {
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+ opportunityId: selectedOpportunityId,
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+ input: {
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+ id: focusArea.id,
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+ status: newStatus
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+ }
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+ },
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+ refetchQueries: [
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+ { query: GetOpportunityInsightsDocument, variables: { opportunityId: selectedOpportunityId } }
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+ ]
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+ });
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+ // Update local state
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+ setLocalFocusAreas(prev => prev.map(area => area.id === focusArea.id
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+ ? Object.assign(Object.assign({}, area), { status: newStatus }) : area));
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+ (0, utils_1.showToast)('success', `Focus area marked as ${newStatus.toLowerCase()}`);
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+ onSaveFocusArea && onSaveFocusArea();
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+ }
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+ catch (error) {
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+ console.error('Error updating focus area status:', error);
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+ (0, utils_1.showToast)('warning', 'Error updating focus area status. Please try again.');
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+ }
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+ };
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  return (react_1.default.createElement(react_1.default.Fragment, null,
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  react_1.default.createElement("div", { className: "bg-white rounded-lg shadow-sm border border-gray-200" },
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  react_1.default.createElement("div", { className: "px-6 py-4 border-b border-gray-200" },
@@ -145,9 +171,13 @@ const FocusAreas = ({ focusAreas, updateOpportunityFocusArea, GetOpportunityInsi
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  STATUS_ICONS[area.status],
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  " ",
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  area.status.replace('_', ' '))),
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- react_1.default.createElement("button", { onClick: () => handleEditClick(area), className: "flex items-center space-x-1 px-2 py-1 text-xs font-medium text-gray-600 hover:text-blue-600 hover:bg-blue-50 rounded transition-colors" },
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- react_1.default.createElement("span", null, "\u270F\uFE0F"),
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- react_1.default.createElement("span", null, "Edit Focus Area"))),
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+ react_1.default.createElement("div", { className: "flex items-center space-x-2" },
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+ area.status !== 'COMPLETED' && (react_1.default.createElement("button", { onClick: () => handleStatusUpdate(area, 'COMPLETED'), className: "flex items-center space-x-1 px-2 py-1 text-xs font-medium text-green-600 bg-green-50 hover:text-green-800 hover:bg-green-100 rounded transition-colors" },
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+ react_1.default.createElement("span", null, "\u2713"),
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+ react_1.default.createElement("span", null, "Mark as Complete"))),
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+ react_1.default.createElement("button", { onClick: () => handleEditClick(area), className: "flex items-center space-x-1 px-2 py-1 text-xs font-medium text-gray-600 hover:text-blue-600 hover:bg-blue-50 rounded transition-colors" },
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+ react_1.default.createElement("span", null, "\u270F\uFE0F"),
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+ react_1.default.createElement("span", null, "Edit Focus Area")))),
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  react_1.default.createElement("p", { className: "text-sm text-gray-600 mb-2" }, area.description),
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  react_1.default.createElement("div", { className: "flex items-center space-x-4 text-xs text-gray-500" },
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  react_1.default.createElement("span", null, (0, date_fns_1.format)(new Date(area.dueDate), 'MMM dd, yyyy')),
package/lib/components/ProjectIntelligence/MissingInformation/index.js CHANGED
@@ -77,48 +77,51 @@ const getPriorityLevel = (priority) => {
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  return PRIORITY_LEVELS[0];
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  }
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  };
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+ // Convert priority level string to priority value
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+ const getPriorityNumber = (priorityLevel) => {
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+ switch (priorityLevel) {
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+ case 'Urgent - Blocks current work': return 'HIGH';
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+ case 'High - Needed this week': return 'MEDIUM';
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+ case 'Medium - Needed next week':
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+ case 'Low - Needed eventually':
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+ default: return 'LOW';
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+ }
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+ };
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  // Request Information Modal Component
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  const RequestInfoModal = ({ isOpen, missingInfoItem, onClose, onSubmit, documentCenterController, isInternal, handleRouteToDocuments, isParoIntelligenceRolePresent, }) => {
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  const [submitting, setSubmitting] = (0, react_1.useState)(false);
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- const [formData, setFormData] = (0, react_1.useState)({
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- informationCategory: INFORMATION_CATEGORIES[0], // Default to first category
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- priorityLevel: PRIORITY_LEVELS[0], // Default to first priority
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- specificInformation: '',
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- });
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+ const [informationCategory, setInformationCategory] = (0, react_1.useState)(INFORMATION_CATEGORIES[0]);
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+ const [priorityLevel, setPriorityLevel] = (0, react_1.useState)(PRIORITY_LEVELS[0]);
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+ const [specificInformation, setSpecificInformation] = (0, react_1.useState)('');
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  react_1.default.useEffect(() => {
89
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  if (missingInfoItem) {
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- setFormData({
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- informationCategory: missingInfoItem.category || INFORMATION_CATEGORIES[0],
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- priorityLevel: getPriorityLevel(missingInfoItem.priority),
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- specificInformation: missingInfoItem.description || '',
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- });
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+ setInformationCategory(missingInfoItem.category || INFORMATION_CATEGORIES[0]);
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+ setPriorityLevel(getPriorityLevel(missingInfoItem.priority));
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+ setSpecificInformation(missingInfoItem.description || '');
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  }
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  }, [missingInfoItem]);
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+ const handleCancel = () => {
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+ setInformationCategory(INFORMATION_CATEGORIES[0]);
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+ setPriorityLevel(PRIORITY_LEVELS[0]);
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+ setSpecificInformation('');
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+ setSubmitting(false);
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+ onClose();
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+ };
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  const handleSubmit = () => {
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  setSubmitting(true);
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- try {
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- onSubmit(Object.assign(Object.assign({}, formData), { itemId: missingInfoItem === null || missingInfoItem === void 0 ? void 0 : missingInfoItem.id, itemTitle: missingInfoItem === null || missingInfoItem === void 0 ? void 0 : missingInfoItem.title }));
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- }
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- catch (e) {
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- console.error("Error while submitting request", e);
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- }
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- finally {
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+ const data = {
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+ informationCategory: informationCategory,
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+ priority: getPriorityNumber(priorityLevel),
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+ specificInformation: specificInformation,
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+ };
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+ if (onSubmit) {
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+ onSubmit(data);
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+ setInformationCategory(INFORMATION_CATEGORIES[0]);
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+ setPriorityLevel(PRIORITY_LEVELS[0]);
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+ setSpecificInformation('');
106
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  setSubmitting(false);
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+ onClose();
107
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  }
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- onClose();
109
- };
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- const handleCancel = () => {
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- // Reset form data when canceling
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- if (missingInfoItem) {
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- setFormData({
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- informationCategory: missingInfoItem.category || '',
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- priorityLevel: missingInfoItem.priority === 'HIGH' ? 'Urgent - Blocks current work' :
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- missingInfoItem.priority === 'MEDIUM' ? 'High - Needed this week' :
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- 'Medium - Needed next week',
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- specificInformation: missingInfoItem.description || '',
119
- });
120
- }
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- onClose();
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  };
123
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  const handleOpenDocumentCenter = () => {
124
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  if (isInternal && handleRouteToDocuments) {
@@ -155,13 +158,13 @@ const RequestInfoModal = ({ isOpen, missingInfoItem, onClose, onSubmit, document
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  "View Documents in Document Center"))))),
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  react_1.default.createElement("div", null,
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  react_1.default.createElement("label", { htmlFor: "informationCategory", className: "block text-sm font-medium text-gray-700 mb-1" }, "Information Category"),
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- react_1.default.createElement("select", { id: "informationCategory", disabled: isInternal && !isParoIntelligenceRolePresent, value: formData.informationCategory, onChange: (e) => setFormData(prev => { var _a; return (Object.assign(Object.assign({}, prev), { informationCategory: (_a = e === null || e === void 0 ? void 0 : e.target) === null || _a === void 0 ? void 0 : _a.value })); }), className: "w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500 text-sm" }, INFORMATION_CATEGORIES.map((category) => (react_1.default.createElement("option", { key: category, value: category }, category))))),
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+ react_1.default.createElement("select", { id: "informationCategory", disabled: isInternal && !isParoIntelligenceRolePresent, value: informationCategory, onChange: (e) => { var _a; return setInformationCategory((_a = e === null || e === void 0 ? void 0 : e.target) === null || _a === void 0 ? void 0 : _a.value); }, className: "w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500 text-sm" }, INFORMATION_CATEGORIES.map((category) => (react_1.default.createElement("option", { key: category, value: category }, category))))),
159
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  react_1.default.createElement("div", null,
160
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  react_1.default.createElement("label", { htmlFor: "priorityLevel", className: "block text-sm font-medium text-gray-700 mb-1" }, "Priority Level"),
161
- react_1.default.createElement("select", { id: "priorityLevel", disabled: isInternal && !isParoIntelligenceRolePresent, value: formData.priorityLevel, onChange: (e) => setFormData(prev => { var _a; return (Object.assign(Object.assign({}, prev), { priorityLevel: (_a = e === null || e === void 0 ? void 0 : e.target) === null || _a === void 0 ? void 0 : _a.value })); }), className: "w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500 text-sm" }, PRIORITY_LEVELS.map((level) => (react_1.default.createElement("option", { key: level, value: level }, level))))),
164
+ react_1.default.createElement("select", { id: "priorityLevel", disabled: isInternal && !isParoIntelligenceRolePresent, value: priorityLevel, onChange: (e) => { var _a; return setPriorityLevel((_a = e === null || e === void 0 ? void 0 : e.target) === null || _a === void 0 ? void 0 : _a.value); }, className: "w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500 text-sm" }, PRIORITY_LEVELS.map((level) => (react_1.default.createElement("option", { key: level, value: level }, level))))),
162
165
  react_1.default.createElement("div", null,
163
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  react_1.default.createElement("label", { htmlFor: "specificInformation", className: "block text-sm font-medium text-gray-700 mb-1" }, "Specific Information Needed"),
164
- react_1.default.createElement("textarea", { id: "specificInformation", disabled: isInternal && !isParoIntelligenceRolePresent, value: formData.specificInformation, onChange: (e) => setFormData(prev => { var _a; return (Object.assign(Object.assign({}, prev), { specificInformation: (_a = e === null || e === void 0 ? void 0 : e.target) === null || _a === void 0 ? void 0 : _a.value })); }), rows: 4, className: "w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500 text-sm", placeholder: "Need NetSuite configuration details:\n \n 1. US vs Colombian entity setup\n 2. Consolidation process and requirements" }))),
167
+ react_1.default.createElement("textarea", { id: "specificInformation", disabled: isInternal && !isParoIntelligenceRolePresent, value: specificInformation, onChange: (e) => { var _a; return setSpecificInformation((_a = e === null || e === void 0 ? void 0 : e.target) === null || _a === void 0 ? void 0 : _a.value); }, rows: 4, className: "w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500 text-sm", placeholder: "Need NetSuite configuration details:\n \n 1. US vs Colombian entity setup\n 2. Consolidation process and requirements" }))),
165
168
  react_1.default.createElement("div", { className: "px-6 py-4 border-t border-gray-200 flex justify-end space-x-3" },
166
169
  react_1.default.createElement("button", { onClick: handleCancel, className: "px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 focus:outline-none focus:ring-2 focus:ring-gray-500 transition-colors" }, "Cancel"),
167
170
  react_1.default.createElement("button", { onClick: handleSubmit, disabled: isInternal && !isParoIntelligenceRolePresent, className: `px-4 py-2 text-sm font-medium text-white bg-blue bg-blue-600 border border-transparent rounded-md hover:bg-blue-700 focus:outline-none focus:ring-2 focus:ring-blue-500 transition-colors cursor-${isInternal && !isParoIntelligenceRolePresent ? "not-allowed" : "pointer"}` }, buttonText)))));
package/lib/components/ProjectIntelligence/ProgressTracker/index.d.ts CHANGED
@@ -2,7 +2,6 @@ import React from 'react';
2
2
  interface ProgressTrackerProps {
3
3
  percentage: number;
4
4
  currentPhase: string;
5
- nextSteps: string;
6
5
  }
7
6
  export declare const ProgressTracker: React.FC<ProgressTrackerProps>;
8
7
  export {};
package/lib/components/ProjectIntelligence/ProgressTracker/index.js CHANGED
@@ -6,16 +6,16 @@ Object.defineProperty(exports, "__esModule", { value: true });
6
6
  exports.ProgressTracker = void 0;
7
7
  const react_1 = __importDefault(require("react"));
8
8
  const PHASE_TABS = [
9
- { id: 'discovery', label: 'Discovery', active: true },
9
+ { id: 'prekickoff', label: 'Pre-Kickoff', active: true },
10
10
  { id: 'kickoff', label: 'Kickoff', active: false },
11
11
  { id: 'setup', label: 'Setup', active: false },
12
12
  { id: 'active', label: 'Active', active: false },
13
13
  { id: 'renewal', label: 'Renewal', active: false },
14
14
  ];
15
- const ProgressTracker = ({ percentage, currentPhase, nextSteps }) => {
15
+ const ProgressTracker = ({ percentage, currentPhase, }) => {
16
16
  return (react_1.default.createElement("div", { className: "bg-white rounded-lg shadow-sm border border-gray-200 mt-6" },
17
17
  react_1.default.createElement("div", { className: "px-6 py-4 border-b border-gray-200" },
18
- react_1.default.createElement("div", { className: "flex space-x-2" }, PHASE_TABS.map((phase) => (react_1.default.createElement("button", { key: phase.id, disabled: !phase.active, className: `px-4 py-2 text-sm font-medium rounded-md transition-colors ${phase.active
18
+ react_1.default.createElement("div", { className: "flex space-x-2" }, PHASE_TABS.map((phase) => (react_1.default.createElement("button", { key: phase.id, disabled: phase.id.toLowerCase() !== currentPhase.toLowerCase(), className: `px-4 py-2 text-sm font-medium rounded-md transition-colors ${phase.id.toLowerCase() === currentPhase.toLowerCase()
19
19
  ? 'bg-green-100 text-green-800 border border-green-200 hover:bg-green-200 cursor-pointer'
20
20
  : 'text-gray-400 bg-gray-50 border border-gray-200 cursor-not-allowed opacity-60'}` }, phase.label)))))));
21
21
  };
package/lib/components/ProjectIntelligence/index.js CHANGED
@@ -1,10 +1,30 @@
1
1
  "use strict";
2
- var __importDefault = (this && this.__importDefault) || function (mod) {
3
- return (mod && mod.__esModule) ? mod : { "default": mod };
2
+ var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
3
+ if (k2 === undefined) k2 = k;
4
+ var desc = Object.getOwnPropertyDescriptor(m, k);
5
+ if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
6
+ desc = { enumerable: true, get: function() { return m[k]; } };
7
+ }
8
+ Object.defineProperty(o, k2, desc);
9
+ }) : (function(o, m, k, k2) {
10
+ if (k2 === undefined) k2 = k;
11
+ o[k2] = m[k];
12
+ }));
13
+ var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
14
+ Object.defineProperty(o, "default", { enumerable: true, value: v });
15
+ }) : function(o, v) {
16
+ o["default"] = v;
17
+ });
18
+ var __importStar = (this && this.__importStar) || function (mod) {
19
+ if (mod && mod.__esModule) return mod;
20
+ var result = {};
21
+ if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
22
+ __setModuleDefault(result, mod);
23
+ return result;
4
24
  };
5
25
  Object.defineProperty(exports, "__esModule", { value: true });
6
26
  exports.ProjectIntelligence = void 0;
7
- const react_1 = __importDefault(require("react"));
27
+ const react_1 = __importStar(require("react"));
8
28
  const EngagementHeader_1 = require("./EngagementHeader");
9
29
  const ProgressTracker_1 = require("./ProgressTracker");
10
30
  const FocusAreas_1 = require("./FocusAreas");
@@ -14,7 +34,13 @@ const KeyMetrics_1 = require("./KeyMetrics");
14
34
  const MissingInformation_1 = require("./MissingInformation");
15
35
  const ProjectIntelligence = ({ checkIfOpportunityInsightsExistData, opportunityInsightsData, selectedOpportunityId, setSelectedOpportunityId, GetOpportunityInsightsDocument, updateOpportunityMissingInformation, documentCenterController = null, updateOpportunityFocusArea, isInternal = false, handleRouteToDocuments, onSaveFocusArea, onSaveMissingInformation, isParoIntelligenceRolePresent = false, }) => {
16
36
  var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w, _x, _y, _z, _0, _1, _2, _3, _4, _5, _6, _7, _8, _9, _10;
37
+ const [isLoading, setIsLoading] = (0, react_1.useState)(false);
38
+ const [currentPhase, setCurrentPhase] = (0, react_1.useState)('Setup');
39
+ const [nextStageData, setNextStageData] = (0, react_1.useState)(null);
17
40
  const opportunityInsights = opportunityInsightsData === null || opportunityInsightsData === void 0 ? void 0 : opportunityInsightsData.getOpportunityInsights;
41
+ (0, react_1.useEffect)(() => {
42
+ setCurrentPhase((opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.phase) || 'In_Progress');
43
+ }, [opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.phase]);
18
44
  // Create client tabs from checkIfOpportunityInsightsExistData
19
45
  const clientTabs = ((_a = checkIfOpportunityInsightsExistData === null || checkIfOpportunityInsightsExistData === void 0 ? void 0 : checkIfOpportunityInsightsExistData.checkIfOpportunityInsightsExist) === null || _a === void 0 ? void 0 : _a.map((insight) => ({
20
46
  id: insight.opportunityId,
@@ -77,8 +103,12 @@ const ProjectIntelligence = ({ checkIfOpportunityInsightsExistData, opportunityI
77
103
  };
78
104
  // Convert API focus areas to component format
79
105
  const convertFocusAreas = () => {
80
- if (!(opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.focusAreas))
106
+ if (!(opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.focusAreas) && !nextStageData)
81
107
  return [];
108
+ // If we're showing the next stage data, return that instead
109
+ if (nextStageData && currentPhase === 'Active') {
110
+ return nextStageData.focusAreas;
111
+ }
82
112
  return opportunityInsights.focusAreas.map((area, index) => ({
83
113
  id: (area === null || area === void 0 ? void 0 : area.id) || `focus-${index}`,
84
114
  title: (area === null || area === void 0 ? void 0 : area.title) || 'N/A',
@@ -88,6 +118,87 @@ const ProjectIntelligence = ({ checkIfOpportunityInsightsExistData, opportunityI
88
118
  priority: mapPriority(area === null || area === void 0 ? void 0 : area.priority)
89
119
  }));
90
120
  };
121
+ // Check if all focus areas are completed
122
+ const areAllFocusAreasCompleted = () => {
123
+ if (!(opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.focusAreas) || opportunityInsights.focusAreas.length === 0) {
124
+ return false;
125
+ }
126
+ return opportunityInsights.focusAreas.every((area) => mapFocusAreaStatus(area === null || area === void 0 ? void 0 : area.status) === 'COMPLETED');
127
+ };
128
+ // Handle moving to the next stage
129
+ const handleMoveToNextStage = () => {
130
+ setIsLoading(true);
131
+ // Create next stage data with financial focus areas and carry over missing information
132
+ const nextStageFocusAreas = [
133
+ {
134
+ id: 'next-focus-1',
135
+ title: 'Clean up prior accounting periods',
136
+ description: 'Review and bring the company\'s books up-to-date for all prior accounting periods before the project start date. This includes entering invoices, applying payments, entering bills, categorizing transactions, and reconciling accounts test',
137
+ status: 'CONFIRMED',
138
+ dueDate: new Date(Date.now() + 7 * 24 * 60 * 60 * 1000).toISOString(), // 7 days from now
139
+ priority: 'HIGH'
140
+ },
141
+ {
142
+ id: 'next-focus-2',
143
+ title: 'Ongoing bookkeeping and accounting',
144
+ description: 'Provide monthly bookkeeping and accounting support including invoice entry, payment processing, bill entry, transaction categorization, account reconciliations, and reporting package delivery.',
145
+ status: 'CONFIRMED',
146
+ dueDate: new Date(Date.now() + 14 * 24 * 60 * 60 * 1000).toISOString(), // 14 days from now
147
+ priority: 'MEDIUM'
148
+ },
149
+ {
150
+ id: 'next-focus-3',
151
+ title: 'Transition to new accounting system',
152
+ description: 'Assist in preparing the books and migrating data to the company\'s new front-end accounting system once implemented.',
153
+ status: 'CONFIRMED',
154
+ dueDate: new Date(Date.now() + 10 * 24 * 60 * 60 * 1000).toISOString(), // 10 days from now
155
+ priority: 'HIGH'
156
+ }
157
+ ];
158
+ // Carry over missing information that doesn't have CLIENT_RESPONDED status
159
+ const carriedOverMissingInfo = (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.missingInformation)
160
+ ? opportunityInsights.missingInformation
161
+ .filter((item) => (item === null || item === void 0 ? void 0 : item.status) !== 'CLIENT_RESPONDED')
162
+ .map((item, index) => (Object.assign(Object.assign({}, item), { id: `carried-${item.id || index}` })))
163
+ : [];
164
+ // Add new missing information items
165
+ const newMissingInfo = [
166
+ {
167
+ id: 'new-missing-1',
168
+ title: 'Financial Transaction History',
169
+ description: 'Need access to the last 6 months of financial transaction history for the project',
170
+ priority: 'HIGH',
171
+ category: 'Financial',
172
+ status: 'PENDING'
173
+ },
174
+ {
175
+ id: 'new-missing-2',
176
+ title: 'Budget Approval Documentation',
177
+ description: 'Require documentation showing approval of the current budget allocation',
178
+ priority: 'MEDIUM',
179
+ category: 'Documentation',
180
+ status: 'PENDING'
181
+ },
182
+ {
183
+ id: 'new-missing-3',
184
+ title: 'Financial Stakeholder Contact Information',
185
+ description: 'Need contact details for all financial stakeholders involved in the project',
186
+ priority: 'LOW',
187
+ category: 'Contact',
188
+ status: 'PENDING'
189
+ }
190
+ ];
191
+ // Set the next stage data
192
+ setNextStageData({
193
+ focusAreas: nextStageFocusAreas,
194
+ missingInformation: [...carriedOverMissingInfo, ...newMissingInfo]
195
+ });
196
+ // Simulate loading and then update the UI
197
+ setTimeout(() => {
198
+ setCurrentPhase('Active');
199
+ setIsLoading(false);
200
+ }, 3000);
201
+ };
91
202
  const hasNoProjectIntelligence = !(checkIfOpportunityInsightsExistData === null || checkIfOpportunityInsightsExistData === void 0 ? void 0 : checkIfOpportunityInsightsExistData.checkIfOpportunityInsightsExist) ||
92
203
  checkIfOpportunityInsightsExistData.checkIfOpportunityInsightsExist.length === 0;
93
204
  // If there's no data, show a message
@@ -99,11 +210,54 @@ const ProjectIntelligence = ({ checkIfOpportunityInsightsExistData, opportunityI
99
210
  react_1.default.createElement("div", { className: "text-2xl font-bold text-gray-700 mb-2" }, "No project intelligence found"),
100
211
  react_1.default.createElement("p", { className: "text-gray-500 max-w-md" }, "No project intelligence found for your won projects. Please check back after you win your next Opportunity!")))));
101
212
  }
213
+ // Get missing information items based on current phase
214
+ const getMissingInformationItems = () => {
215
+ if (nextStageData && currentPhase === 'Active') {
216
+ return nextStageData.missingInformation.map((item, index) => ({
217
+ id: (item === null || item === void 0 ? void 0 : item.id) || `missing-${index}`,
218
+ title: (item === null || item === void 0 ? void 0 : item.title) || 'N/A',
219
+ description: (item === null || item === void 0 ? void 0 : item.description) || 'N/A',
220
+ priority: mapPriority(item === null || item === void 0 ? void 0 : item.priority),
221
+ category: (item === null || item === void 0 ? void 0 : item.category) || 'N/A',
222
+ status: (item === null || item === void 0 ? void 0 : item.status) || undefined,
223
+ clientResponse: (item === null || item === void 0 ? void 0 : item.clientResponse) || undefined
224
+ }));
225
+ }
226
+ return (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.missingInformation) ?
227
+ opportunityInsights.missingInformation.map((item, index) => ({
228
+ id: (item === null || item === void 0 ? void 0 : item.id) || `missing-${index}`,
229
+ title: (item === null || item === void 0 ? void 0 : item.title) || 'N/A',
230
+ description: (item === null || item === void 0 ? void 0 : item.description) || 'N/A',
231
+ priority: mapPriority(item === null || item === void 0 ? void 0 : item.priority),
232
+ category: (item === null || item === void 0 ? void 0 : item.category) || 'N/A',
233
+ status: (item === null || item === void 0 ? void 0 : item.status) || undefined,
234
+ clientResponse: (item === null || item === void 0 ? void 0 : item.clientResponse) || undefined
235
+ })) : [];
236
+ };
237
+ // Get the current phase and next steps text based on the current phase
238
+ const getPhaseInfo = () => {
239
+ if (currentPhase === 'Kickoff') {
240
+ return {
241
+ phaseDisplay: 'Kickoff Phase (Day 1 of 3)',
242
+ nextSteps: 'System access & team introductions'
243
+ };
244
+ }
245
+ else {
246
+ return {
247
+ phaseDisplay: 'Preparation Phase',
248
+ nextSteps: 'Complete initial focus areas'
249
+ };
250
+ }
251
+ };
252
+ const phaseInfo = getPhaseInfo();
102
253
  return (react_1.default.createElement(react_1.default.Fragment, null,
103
254
  react_1.default.createElement("div", { className: "mx-auto px-4 py-8" },
104
- react_1.default.createElement(EngagementHeader_1.EngagementHeader, { clientName: (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.opportunityName) || '', expertName: ((_b = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.expertInfo) === null || _b === void 0 ? void 0 : _b.name) || '', expertTitle: ((_c = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.expertInfo) === null || _c === void 0 ? void 0 : _c.role) || '', startDate: (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.startDate) || '', status: (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.phase) || 'In_Progress', clientTabs: clientTabs, selectedClientId: selectedOpportunityId, onClientChange: handleClientChange }),
105
- react_1.default.createElement(ProgressTracker_1.ProgressTracker, { percentage: 0, currentPhase: "Kickoff Phase (Day 1 of 3)", nextSteps: "System access & team introductions" }),
106
- react_1.default.createElement("div", { className: "flex flex-row space-x-4 mt-8" },
255
+ react_1.default.createElement(EngagementHeader_1.EngagementHeader, { clientName: (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.opportunityName) || '', expertName: ((_b = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.expertInfo) === null || _b === void 0 ? void 0 : _b.name) || '', expertTitle: ((_c = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.expertInfo) === null || _c === void 0 ? void 0 : _c.role) || '', startDate: (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.startDate) || '', status: currentPhase || (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.phase) || 'In_Progress', clientTabs: clientTabs, selectedClientId: selectedOpportunityId, onClientChange: handleClientChange, allFocusAreasCompleted: areAllFocusAreasCompleted(), onMoveToNextStage: handleMoveToNextStage, isLoading: isLoading }),
256
+ react_1.default.createElement(ProgressTracker_1.ProgressTracker, { percentage: 0, currentPhase: currentPhase }),
257
+ isLoading ? (react_1.default.createElement("div", { className: "flex items-center justify-center h-64" },
258
+ react_1.default.createElement("div", { className: "text-center" },
259
+ react_1.default.createElement("div", { className: "animate-spin rounded-full h-12 w-12 border-t-2 border-b-2 border-blue-500 mx-auto mb-4" }),
260
+ react_1.default.createElement("p", { className: "text-lg font-medium text-gray-700" }, "Calculating Intelligence for your next Stage")))) : (react_1.default.createElement("div", { className: "flex flex-row space-x-4 mt-8" },
107
261
  react_1.default.createElement("div", { className: "w-2/3 space-7-4" },
108
262
  react_1.default.createElement(FocusAreas_1.FocusAreas, { focusAreas: convertFocusAreas(), onEditFocusAreas: () => { }, updateOpportunityFocusArea: updateOpportunityFocusArea, GetOpportunityInsightsDocument: GetOpportunityInsightsDocument, selectedOpportunityId: selectedOpportunityId, onSaveFocusArea: onSaveFocusArea }),
109
263
  react_1.default.createElement(ProjectHealth_1.ProjectHealth, { healthData: {
@@ -124,16 +278,7 @@ const ProjectIntelligence = ({ checkIfOpportunityInsightsExistData, opportunityI
124
278
  description: ((_u = (_t = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.opportunityHealth) === null || _t === void 0 ? void 0 : _t.riskManagement) === null || _u === void 0 ? void 0 : _u.description) || 'N/A'
125
279
  }
126
280
  }, className: "mt-8" }),
127
- react_1.default.createElement(MissingInformation_1.MissingInformation, { items: (opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.missingInformation) ?
128
- opportunityInsights.missingInformation.map((item, index) => ({
129
- id: (item === null || item === void 0 ? void 0 : item.id) || `missing-${index}`,
130
- title: (item === null || item === void 0 ? void 0 : item.title) || 'N/A',
131
- description: (item === null || item === void 0 ? void 0 : item.description) || 'N/A',
132
- priority: mapPriority(item === null || item === void 0 ? void 0 : item.priority),
133
- category: (item === null || item === void 0 ? void 0 : item.category) || 'N/A',
134
- status: (item === null || item === void 0 ? void 0 : item.status) || undefined,
135
- clientResponse: (item === null || item === void 0 ? void 0 : item.clientResponse) || undefined
136
- })) : [], className: "mt-8", opportunityId: selectedOpportunityId, GetOpportunityInsightsDocument: GetOpportunityInsightsDocument, updateOpportunityMissingInformation: updateOpportunityMissingInformation, documentCenterController: documentCenterController, isInternal: isInternal, handleRouteToDocuments: handleRouteToDocuments, onSaveMissingInformation: onSaveMissingInformation, isParoIntelligenceRolePresent: isParoIntelligenceRolePresent })),
281
+ react_1.default.createElement(MissingInformation_1.MissingInformation, { items: getMissingInformationItems(), className: "mt-8", opportunityId: selectedOpportunityId, GetOpportunityInsightsDocument: GetOpportunityInsightsDocument, updateOpportunityMissingInformation: updateOpportunityMissingInformation, documentCenterController: documentCenterController, isInternal: isInternal, handleRouteToDocuments: handleRouteToDocuments, onSaveMissingInformation: onSaveMissingInformation, isParoIntelligenceRolePresent: isParoIntelligenceRolePresent })),
137
282
  react_1.default.createElement("div", { className: "w-1/3 space-y-4" },
138
283
  react_1.default.createElement(TeamSection_1.TeamSection, { clientTeam: opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.clientTeam, expert: {
139
284
  id: 'expert-1',
@@ -159,6 +304,6 @@ const ProjectIntelligence = ({ checkIfOpportunityInsightsExistData, opportunityI
159
304
  challenge: ((_8 = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.businessContext) === null || _8 === void 0 ? void 0 : _8.challenge) || 'N/A',
160
305
  opportunity: ((_9 = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.businessContext) === null || _9 === void 0 ? void 0 : _9.opportunity) || 'N/A',
161
306
  tags: ((_10 = opportunityInsights === null || opportunityInsights === void 0 ? void 0 : opportunityInsights.businessContext) === null || _10 === void 0 ? void 0 : _10.tags) || []
162
- }, GetOpportunityInsightsDocument: GetOpportunityInsightsDocument, selectedOpportunityId: selectedOpportunityId }))))));
307
+ }, GetOpportunityInsightsDocument: GetOpportunityInsightsDocument, selectedOpportunityId: selectedOpportunityId })))))));
163
308
  };
164
309
  exports.ProjectIntelligence = ProjectIntelligence;
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@paro.io/expert-shared-components",
3
- "version": "1.14.5",
3
+ "version": "1.14.6",
4
4
  "description": "",
5
5
  "main": "lib/index.js",
6
6
  "scripts": {