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feat(quotes): admin decline-on-behalf with optional reason

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Add a "Decline on behalf" action mirroring accept-on-behalf, for when a
customer says no by phone/email. Flips a draft/sent/expired quote to
declined, stamps declined_at, closes the public response window, and
invalidates outstanding accept/decline tokens so the emailed link can't
toggle it back. Optional free-text reason persisted to a new
quotes.decline_reason column (migration 115) and shown on the quote
detail page. Hard-delete intentionally not included.
This commit is contained in:
Luca
2026-06-02 13:47:31 +02:00
parent 621ce942b5
commit 8d14441df4
7 changed files with 166 additions and 1 deletions
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frontend/src/pages/admin/quotes/QuoteDetailPage.tsx
+31 -1
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@@ -7,7 +7,7 @@ import React from 'react';
import { useTranslation } from 'react-i18next';
import { Link, useNavigate, useParams } from 'react-router-dom';
import { useQuery, useQueryClient } from '@tanstack/react-query';
import { ArrowLeft, Eye, Send, Copy, ArrowRightCircle, Edit2, Receipt, CheckCircle2, ScrollText } from 'lucide-react';
import { ArrowLeft, Eye, Send, Copy, ArrowRightCircle, Edit2, Receipt, CheckCircle2, ScrollText, XCircle } from 'lucide-react';
import { Button, Card, Loading } from '../../../components/common';
import { DocumentLineageCard } from '../../../components/admin/DocumentLineageCard';
import { quotesService } from '../../../services/quotes.service';
@@ -125,6 +125,26 @@ export const QuoteDetailPage: React.FC = () => {
}
};
/**
* Admin decline-on-behalf. Used when the customer says no by phone/
* email — admin flips the quote to declined and (optionally) records
* why. The quote can still be duplicated to start a fresh round.
*/
const handleDeclineOnBehalf = async () => {
const reason = window.prompt(t('quotes.declineReasonPrompt',
'Mark this quote as declined on behalf of the customer? Optionally note why (leave blank to skip).'));
// prompt returns null on Cancel; '' (empty) means "decline, no reason".
if (reason === null) return;
try {
await quotesService.declineOnBehalf(q.id, reason.trim() || undefined);
toast.success(t('quotes.declinedOnBehalfToast', 'Quote marked as declined.'));
qc.invalidateQueries({ queryKey: ['quote', id] });
qc.invalidateQueries({ queryKey: ['quotes'] });
} catch (err: any) {
toast.error(err?.response?.data?.error || 'Decline failed');
}
};
const handleDuplicate = async () => {
try {
const result = await quotesService.duplicate(q.id);
@@ -168,6 +188,15 @@ export const QuoteDetailPage: React.FC = () => {
{t('quotes.acceptOnBehalf', 'Accept on behalf')}
</Button>
)}
{/* Decline-on-behalf — same states as accept-on-behalf. Flips
the quote to declined for "customer said no by phone"
cases; hidden once accepted / declined / converted. */}
{['draft', 'sent', 'expired'].includes(q.status) && (
<Button variant="outline" onClick={handleDeclineOnBehalf}>
<XCircle className="w-4 h-4 mr-1" />
{t('quotes.declineOnBehalf', 'Decline on behalf')}
</Button>
)}
{q.status === 'accepted' && (
<>
<Button onClick={handleConvert}>
@@ -207,6 +236,7 @@ export const QuoteDetailPage: React.FC = () => {
{q.sentAt && <div><div className="text-neutral-600 dark:text-neutral-300">{t('quotes.field.sentAt', 'Sent at')}</div><div>{fmtDateTime(q.sentAt)}</div></div>}
{q.acceptedAt && <div><div className="text-neutral-600 dark:text-neutral-300">{t('quotes.field.acceptedAt', 'Accepted at')}</div><div>{fmtDateTime(q.acceptedAt)}</div></div>}
{q.declinedAt && <div><div className="text-neutral-600 dark:text-neutral-300">{t('quotes.field.declinedAt', 'Declined at')}</div><div>{fmtDateTime(q.declinedAt)}</div></div>}
{q.declineReason && <div className="col-span-2 md:col-span-4"><div className="text-neutral-600 dark:text-neutral-300">{t('quotes.field.declineReason', 'Decline reason')}</div><div className="whitespace-pre-line">{q.declineReason}</div></div>}
{q.respondedAt && !responseLocked && (
<div><div className="text-neutral-600 dark:text-neutral-300">{t('quotes.field.responseWindow', 'Response window')}</div>
<div className="text-amber-700">{t('quotes.responseWindowOpen', 'Open until {{at}}', { at: q.responseLockedAt ? fmtDateTime(q.responseLockedAt) : '' })}</div></div>