mirror of
https://github.com/hanzo-apps/dataroom.git
synced 2026-10-30 14:47:36 +00:00
108 files: README, marketing copy, page titles, meta tags, footer text, email templates, .env.example, UI strings. URLs swapped from papermark.com/papermark.io to dataroom.hanzo.ai. Internal identifiers left intact per repo policy: localStorage keys (papermark.email/papermark.name/last_papermark_login — changing them logs users out), type field names (papermarkUserId), internal helper symbols (PAPERMARK_HEADERS, PapermarkSparkle component, isPapermarkUrl helper), internal-only filenames. LLM.md retains 'Upstream: Papermark' attribution line. Per-locale .po translations regenerate from source on the next lingui-extract CI run. DB migrations untouched (append-only history; rewriting them breaks installed schemas). LICENSE stays AGPL-3.0.
301 lines
10 KiB
TypeScript
301 lines
10 KiB
TypeScript
"use client";
|
|
|
|
import { useEffect, useState } from "react";
|
|
|
|
import { useTeam } from "@/context/team-context";
|
|
import { CheckCircleIcon, PencilIcon, XIcon } from "lucide-react";
|
|
import { toast } from "sonner";
|
|
|
|
import { Button } from "@/components/ui/button";
|
|
import {
|
|
Card,
|
|
CardContent,
|
|
CardDescription,
|
|
CardHeader,
|
|
CardTitle,
|
|
} from "@/components/ui/card";
|
|
|
|
const DEAL_TYPE_OPTIONS = [
|
|
{ value: "startup-fundraising", label: "Startup Fundraising" },
|
|
{ value: "fund-management", label: "Fundraising & Reporting" },
|
|
{ value: "mergers-acquisitions", label: "Mergers & Acquisitions" },
|
|
{ value: "financial-operations", label: "Financial Operations" },
|
|
{ value: "real-estate", label: "Real Estate" },
|
|
{ value: "project-management", label: "Project Management" },
|
|
];
|
|
|
|
const DEAL_SIZE_OPTIONS = [
|
|
{ value: "0-500k", label: "$0 - $500K" },
|
|
{ value: "500k-5m", label: "$500K - $5M" },
|
|
{ value: "5m-10m", label: "$5M - $10M" },
|
|
{ value: "10m-100m", label: "$10M - $100M" },
|
|
{ value: "100m+", label: "$100M+" },
|
|
];
|
|
|
|
export function SurveySettings() {
|
|
const teamInfo = useTeam();
|
|
const teamId = teamInfo?.currentTeam?.id;
|
|
|
|
const [dealType, setDealType] = useState<string | null>(null);
|
|
const [dealTypeOther, setDealTypeOther] = useState<string | null>(null);
|
|
const [dealSize, setDealSize] = useState<string | null>(null);
|
|
const [isLoading, setIsLoading] = useState(true);
|
|
const [step, setStep] = useState<1 | 2 | 3>(1);
|
|
const [editDealType, setEditDealType] = useState<string | null>(null);
|
|
const [editDealTypeOther, setEditDealTypeOther] = useState<string>("");
|
|
const [showOtherInput, setShowOtherInput] = useState(false);
|
|
const [isSaving, setIsSaving] = useState(false);
|
|
|
|
useEffect(() => {
|
|
const fetchSurvey = async () => {
|
|
if (!teamId) return;
|
|
|
|
try {
|
|
const response = await fetch(`/api/teams/${teamId}/survey`);
|
|
if (response.ok) {
|
|
const data = await response.json();
|
|
setDealType(data.dealType);
|
|
setDealTypeOther(data.dealTypeOther);
|
|
setDealSize(data.dealSize);
|
|
|
|
// Set initial step based on existing data
|
|
if (data.dealType && (data.dealSize || data.dealType === "project-management")) {
|
|
setStep(3); // Show completed state
|
|
} else if (data.dealType) {
|
|
setEditDealType(data.dealType);
|
|
setEditDealTypeOther(data.dealTypeOther || "");
|
|
setStep(2); // Show deal size question
|
|
} else {
|
|
setStep(1); // Show deal type question
|
|
}
|
|
}
|
|
} catch (error) {
|
|
console.error("Failed to fetch survey data:", error);
|
|
} finally {
|
|
setIsLoading(false);
|
|
}
|
|
};
|
|
|
|
fetchSurvey();
|
|
}, [teamId]);
|
|
|
|
const getDealTypeLabel = (value: string | null, otherText?: string | null) => {
|
|
if (!value) return null;
|
|
if (value === "other" && otherText) {
|
|
return `Other: ${otherText}`;
|
|
}
|
|
return DEAL_TYPE_OPTIONS.find((opt) => opt.value === value)?.label || value;
|
|
};
|
|
|
|
const getDealSizeLabel = (value: string | null) => {
|
|
if (!value) return null;
|
|
return DEAL_SIZE_OPTIONS.find((opt) => opt.value === value)?.label || value;
|
|
};
|
|
|
|
const handleEdit = () => {
|
|
setEditDealType(dealType);
|
|
setEditDealTypeOther(dealTypeOther || "");
|
|
setShowOtherInput(false);
|
|
setStep(1);
|
|
};
|
|
|
|
const handleDealTypeSelect = async (value: string) => {
|
|
setEditDealType(value);
|
|
setShowOtherInput(false);
|
|
|
|
if (value === "project-management") {
|
|
// Project management doesn't need deal size - save directly
|
|
await handleSave(value, null, null);
|
|
} else {
|
|
setStep(2);
|
|
}
|
|
};
|
|
|
|
const handleOtherSubmit = () => {
|
|
if (!editDealTypeOther.trim()) return;
|
|
setEditDealType("other");
|
|
setShowOtherInput(false);
|
|
setStep(2);
|
|
};
|
|
|
|
const handleDealSizeSelect = async (value: string) => {
|
|
await handleSave(editDealType, value, editDealTypeOther || null);
|
|
};
|
|
|
|
const handleSave = async (
|
|
type?: string | null,
|
|
size?: string | null,
|
|
otherText?: string | null,
|
|
) => {
|
|
const finalDealType = type || editDealType;
|
|
if (!finalDealType || !teamId) return;
|
|
|
|
setIsSaving(true);
|
|
try {
|
|
const response = await fetch(`/api/teams/${teamId}/survey`, {
|
|
method: "POST",
|
|
headers: {
|
|
"Content-Type": "application/json",
|
|
},
|
|
body: JSON.stringify({
|
|
dealType: finalDealType,
|
|
dealTypeOther: otherText,
|
|
dealSize: size,
|
|
}),
|
|
});
|
|
|
|
if (!response.ok) {
|
|
throw new Error("Failed to save");
|
|
}
|
|
|
|
setDealType(finalDealType);
|
|
setDealTypeOther(otherText || null);
|
|
setDealSize(size || null);
|
|
setStep(3);
|
|
toast.success("Survey answers saved!");
|
|
} catch (error) {
|
|
console.error("Failed to save survey:", error);
|
|
toast.error("Failed to save changes");
|
|
} finally {
|
|
setIsSaving(false);
|
|
}
|
|
};
|
|
|
|
const getDealSizeQuestion = () => {
|
|
switch (editDealType) {
|
|
case "startup-fundraising":
|
|
case "fund-management":
|
|
return "How much are you raising?";
|
|
case "mergers-acquisitions":
|
|
case "real-estate":
|
|
case "financial-operations":
|
|
return "What's the deal size?";
|
|
default:
|
|
return "What's the typical deal size?";
|
|
}
|
|
};
|
|
|
|
return (
|
|
<Card id="team-survey">
|
|
<CardHeader>
|
|
<div className="flex items-center justify-between">
|
|
<div>
|
|
<CardTitle>Team Survey</CardTitle>
|
|
<CardDescription>
|
|
This will help us tailor your Hanzo Dataroom experience
|
|
</CardDescription>
|
|
</div>
|
|
{step === 3 && (
|
|
<Button variant="outline" size="sm" onClick={handleEdit}>
|
|
<PencilIcon className="mr-2 h-4 w-4" />
|
|
Edit
|
|
</Button>
|
|
)}
|
|
</div>
|
|
</CardHeader>
|
|
<CardContent>
|
|
{isLoading ? (
|
|
<p className="text-sm text-muted-foreground">Loading...</p>
|
|
) : step === 1 ? (
|
|
<>
|
|
<div className="mb-4">
|
|
<h3 className="text-lg font-semibold">What do you use Hanzo Dataroom for?</h3>
|
|
</div>
|
|
|
|
<div className="grid gap-2">
|
|
{DEAL_TYPE_OPTIONS.map((option) => (
|
|
<button
|
|
key={option.value}
|
|
onClick={() => handleDealTypeSelect(option.value)}
|
|
disabled={isSaving}
|
|
className="flex items-center justify-between rounded-lg border border-border px-3 py-2 text-left text-sm transition-all hover:border-primary/50 hover:bg-muted/50"
|
|
>
|
|
<span className="font-medium">{option.label}</span>
|
|
</button>
|
|
))}
|
|
{/* Other - inline input */}
|
|
{showOtherInput ? (
|
|
<div className="flex gap-2">
|
|
<input
|
|
type="text"
|
|
value={editDealTypeOther}
|
|
onChange={(e) => setEditDealTypeOther(e.target.value)}
|
|
placeholder="Please specify..."
|
|
className="flex-1 rounded-lg border border-border bg-background px-3 py-2 text-sm focus:border-primary focus:outline-none focus:ring-1 focus:ring-primary"
|
|
autoFocus
|
|
onKeyDown={(e) => {
|
|
if (e.key === "Enter" && editDealTypeOther.trim()) {
|
|
handleOtherSubmit();
|
|
}
|
|
}}
|
|
/>
|
|
<button
|
|
onClick={handleOtherSubmit}
|
|
disabled={!editDealTypeOther.trim() || isSaving}
|
|
className="rounded-lg bg-primary px-3 py-2 text-sm font-medium text-primary-foreground transition-colors hover:bg-primary/90 disabled:opacity-50"
|
|
>
|
|
→
|
|
</button>
|
|
</div>
|
|
) : (
|
|
<button
|
|
onClick={() => setShowOtherInput(true)}
|
|
disabled={isSaving}
|
|
className="flex items-center justify-between rounded-lg border border-border px-3 py-2 text-left text-sm transition-all hover:border-primary/50 hover:bg-muted/50"
|
|
>
|
|
<span className="font-medium">Other</span>
|
|
</button>
|
|
)}
|
|
</div>
|
|
</>
|
|
) : step === 2 ? (
|
|
<>
|
|
<div className="mb-4">
|
|
<h3 className="text-lg font-semibold">
|
|
{getDealSizeQuestion()}
|
|
</h3>
|
|
</div>
|
|
|
|
<div className="grid gap-2">
|
|
{DEAL_SIZE_OPTIONS.map((option) => (
|
|
<button
|
|
key={option.value}
|
|
onClick={() => handleDealSizeSelect(option.value)}
|
|
disabled={isSaving}
|
|
className="flex items-center justify-between rounded-lg border border-border px-3 py-2 text-left text-sm transition-all hover:border-primary/50 hover:bg-muted/50"
|
|
>
|
|
<span className="font-medium">{option.label}</span>
|
|
</button>
|
|
))}
|
|
</div>
|
|
</>
|
|
) : (
|
|
<>
|
|
<div className="mb-4 flex items-center gap-3">
|
|
<CheckCircleIcon className="h-6 w-6 text-green-500" />
|
|
<h3 className="text-lg font-semibold">Thanks for sharing!</h3>
|
|
</div>
|
|
|
|
<div className="space-y-3">
|
|
<div className="flex items-center justify-between rounded-lg border border-border px-3 py-2">
|
|
<span className="text-sm text-muted-foreground">Use case</span>
|
|
<span className="text-sm font-medium">
|
|
{getDealTypeLabel(dealType, dealTypeOther)}
|
|
</span>
|
|
</div>
|
|
{dealSize && (
|
|
<div className="flex items-center justify-between rounded-lg border border-border px-3 py-2">
|
|
<span className="text-sm text-muted-foreground">Deal size</span>
|
|
<span className="text-sm font-medium">
|
|
{getDealSizeLabel(dealSize)}
|
|
</span>
|
|
</div>
|
|
)}
|
|
</div>
|
|
</>
|
|
)}
|
|
</CardContent>
|
|
</Card>
|
|
);
|
|
}
|