Files
zeekay 60163bce2e rebrand: Papermark → Hanzo Dataroom across user-facing surfaces
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.
2026-06-07 12:23:40 -07:00

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>
);
}