Files
lynkeduppro-crm/src/lib/projects-api.ts
T
2026-07-22 17:19:23 -04:00

202 lines
8.6 KiB
TypeScript

"use client";
// Projects data layer. Serves EITHER the local mock (when the Shell isn't
// configured — the polished demo keeps working) OR the live be-crm data door
// (crm.project.*), behind one interface so the component is mode-agnostic.
// Mirrors team-api.ts.
//
// Live contract (be-crm):
// query crm.project.list { perPage } -> { items: ProjectDTO[], meta }
// cmd crm.project.create { name, status?, value?, address?, dueDate?, ... }
// cmd crm.project.setStatus { id, status }
// cmd crm.project.remove { id }
//
// be-crm's Project model is generic (name/status/value/owner/address/dates) —
// it has no stage, job type, progress or health score. Those are mock-only
// fields (undefined in live mode); the Projects screen renders a leaner
// column set when `live` is true.
import { useCallback, useMemo, useState } from "react";
import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
import { isShellConfigured } from "./appshell";
import {
collectionsFor, constructionLeads, pipelineLeads,
type CollectionRecord, type ConstructionStatus,
} from "@/components/dashboard/projects-data";
export type UiCollectionRecord = CollectionRecord;
/* ---- UI-facing shapes ---------------------------------------------------- */
// "lead" / "archived" round out the mock's four (active/complete/stuck/followup)
// so every be-crm ProjectStatus has somewhere to map to.
export type UiProjectStatus = ConstructionStatus | "lead" | "archived";
export interface UiProject {
id: string;
name: string;
address: string | null;
status: UiProjectStatus;
stage: string | null; // mock only
jobType: string | null; // mock only
agent: string;
progress: number | null; // mock only
health: number | null; // mock only
value: number | null; // dollars
dueDate: string | null;
createdAgo: string | null; // mock pipeline leads only
collections: UiCollectionRecord[] | null; // mock only — no billing backend yet
isLead: boolean; // true → "Pipeline Leads" tab
}
export interface NewProjectInput {
name: string;
status: UiProjectStatus;
value?: number; // dollars
}
export interface ProjectsData {
live: boolean;
loading: boolean;
error: string | null;
projects: UiProject[];
create: (p: NewProjectInput) => Promise<void>;
setStatus: (id: string, status: UiProjectStatus) => Promise<void>;
remove: (id: string) => Promise<void>;
refetch: () => void;
}
export const STATUS_LABEL: Record<UiProjectStatus, string> = {
lead: "Lead", active: "Active", complete: "Complete", stuck: "Stuck", followup: "Follow-up", archived: "Archived",
};
export const STATUS_TONE: Record<UiProjectStatus, string> = {
lead: "purple", active: "green", complete: "blue", stuck: "red", followup: "orange", archived: "muted",
};
// Quick-filter chips only cover the four "in-flight job" statuses (mirrors the design).
export const QUICK_FILTERS: UiProjectStatus[] = ["active", "complete", "stuck", "followup"];
/* ---- mock → UI ------------------------------------------------------------ */
function mockConstruction(c: (typeof constructionLeads)[number], index: number): UiProject {
return {
id: c.id, name: c.name, address: c.address, status: c.status, stage: c.stage, jobType: c.jobType,
agent: c.agent, progress: c.progress, health: c.health, value: c.value, dueDate: null, createdAgo: null,
collections: collectionsFor(c, index), isLead: false,
};
}
function mockPipeline(p: (typeof pipelineLeads)[number]): UiProject {
return {
id: p.id, name: p.name, address: p.address, status: "lead", stage: p.stage, jobType: p.jobType,
agent: p.agent, progress: null, health: null, value: null, dueDate: null, createdAgo: p.createdAgo,
collections: [], isLead: true,
};
}
/* ======================================================================== */
/* Mock implementation (no Shell configured) */
/* ======================================================================== */
let mockSeq = 1;
function useMockProjects(): ProjectsData {
const [projects, setProjects] = useState<UiProject[]>(() => [
...constructionLeads.map(mockConstruction),
...pipelineLeads.map(mockPipeline),
]);
const create = useCallback(async (p: NewProjectInput) => {
const isLead = p.status === "lead";
const next: UiProject = {
id: `new_${mockSeq++}`, name: p.name, address: null, status: p.status,
stage: isLead ? "New Inquiry" : "New Lead", jobType: null, agent: "Unassigned",
progress: isLead ? null : 0, health: isLead ? null : 70, value: isLead ? null : (p.value ?? null),
dueDate: null, createdAgo: isLead ? "Just now" : null, collections: [], isLead,
};
setProjects((l) => [next, ...l]);
}, []);
const setStatus = useCallback(async (id: string, status: UiProjectStatus) => {
setProjects((l) => l.map((p) => (p.id === id ? { ...p, status, isLead: status === "lead" } : p)));
}, []);
const remove = useCallback(async (id: string) => { setProjects((l) => l.filter((p) => p.id !== id)); }, []);
return { live: false, loading: false, error: null, projects, create, setStatus, remove, refetch: () => {} };
}
/* ======================================================================== */
/* Live implementation (be-crm data door) */
/* ======================================================================== */
type BackendStatus = "lead" | "active" | "on_hold" | "won" | "lost" | "archived";
const BACKEND_TO_UI: Record<BackendStatus, UiProjectStatus> = {
lead: "lead", active: "active", on_hold: "stuck", won: "complete", lost: "followup", archived: "archived",
};
const UI_TO_BACKEND: Record<UiProjectStatus, BackendStatus> = {
lead: "lead", active: "active", stuck: "on_hold", complete: "won", followup: "lost", archived: "archived",
};
interface ProjectAddressDTO { line1?: string | null; city?: string | null; state?: string | null; postalCode?: string | null }
interface ProjectDTO {
id: string; name: string; status: BackendStatus; ownerPrincipalId: string | null;
value: number | null; address: ProjectAddressDTO | null; dueDate: string | null;
}
interface MemberRef { principalId: string; displayName: string | null; jobTitle: string | null }
const fmtAddress = (a: ProjectAddressDTO | null): string | null => {
if (!a) return null;
const cityState = [a.city, a.state].filter(Boolean).join(" ");
const parts = [a.line1, [cityState, a.postalCode].filter(Boolean).join(" ")].filter(Boolean);
return parts.length ? parts.join(", ") : null;
};
function useLiveProjects(): ProjectsData {
const { sdk } = useAppShell();
const listQ = useQuery<{ items: ProjectDTO[] }>("crm.project.list", { perPage: 100 });
// Resolve ownerPrincipalId → a real name for the "Owner" column (crm.project.list
// only returns the raw id).
const membersQ = useQuery<{ items: MemberRef[] }>("crm.team.member.search", { perPage: 100 });
const refetch = useCallback(() => { listQ.refetch(); membersQ.refetch(); }, [listQ, membersQ]);
const cmd = useCallback(async (action: string, variables: Record<string, unknown>) => {
await sdk.command(action, variables);
refetch();
}, [sdk, refetch]);
const nameByPrincipal = useMemo(() => {
const m = new Map<string, string>();
for (const it of membersQ.data?.items ?? []) if (it.principalId) m.set(it.principalId, it.displayName || it.jobTitle || it.principalId);
return m;
}, [membersQ.data]);
const projects: UiProject[] = useMemo(() => (listQ.data?.items ?? []).map((d) => ({
id: d.id, name: d.name, address: fmtAddress(d.address),
status: BACKEND_TO_UI[d.status] ?? "active",
stage: null, jobType: null,
agent: d.ownerPrincipalId ? (nameByPrincipal.get(d.ownerPrincipalId) ?? "Unassigned") : "Unassigned",
progress: null, health: null,
value: d.value != null ? d.value / 100 : null, // minor units → dollars
dueDate: d.dueDate, createdAgo: null, collections: null, isLead: d.status === "lead",
})), [listQ.data, nameByPrincipal]);
return {
live: true,
loading: listQ.loading || membersQ.loading,
error: (listQ.error ?? membersQ.error)?.message ?? null,
projects,
create: (p) => cmd("crm.project.create", {
name: p.name, status: UI_TO_BACKEND[p.status],
...(p.value != null ? { value: Math.round(p.value * 100) } : {}),
}),
setStatus: (id, status) => cmd("crm.project.setStatus", { id, status: UI_TO_BACKEND[status] }),
remove: (id) => cmd("crm.project.remove", { id }),
refetch,
};
}
/* ---- public hook: pick the implementation at module-config time --------- */
const SHELL = isShellConfigured();
export function useProjectsData(): ProjectsData {
return SHELL ? useLiveProjects() : useMockProjects();
}