Files
dataroom/components/shared/dealflow-popup.tsx
zeekay 89004ff9a7 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

334 lines
11 KiB
TypeScript

import { useRouter } from "next/router";
import { useEffect, useState } from "react";
import { useTeam } from "@/context/team-context";
import { CheckCircleIcon, XIcon } from "lucide-react";
import { toast } from "sonner";
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: "$100M+" },
];
export function DealflowPopup() {
const router = useRouter();
const teamInfo = useTeam();
const [isOpen, setIsOpen] = useState(false);
const [step, setStep] = useState(1);
const [dealType, setDealType] = useState<string | null>(null);
const [dealTypeOther, setDealTypeOther] = useState<string>("");
const [showOtherInput, setShowOtherInput] = useState(false);
const [isSubmitting, setIsSubmitting] = useState(false);
const teamId = teamInfo?.currentTeam?.id;
const storageKey = `dealflow-survey-dismissed-${teamId}`;
// Check if we're on onboarding/welcome pages
const isOnboarding = router.pathname.startsWith("/welcome");
useEffect(() => {
if (isOnboarding) return;
if (!teamId) return;
const dismissed = localStorage.getItem(storageKey);
if (dismissed) return;
let timeoutId: NodeJS.Timeout;
const checkSurvey = async () => {
try {
const response = await fetch(`/api/teams/${teamId}/survey`);
if (response.ok) {
const data = await response.json();
if (data.dismissed) {
localStorage.setItem(storageKey, "true");
return;
}
if (!data.dealType) {
timeoutId = setTimeout(() => {
setStep(1);
setIsOpen(true);
}, 2000);
} else if (!data.dealSize && data.dealType !== "project-management") {
timeoutId = setTimeout(() => {
setDealType(data.dealType);
setDealTypeOther(data.dealTypeOther || "");
setStep(2);
setIsOpen(true);
}, 2000);
}
}
} catch (error) {
console.error("Failed to check survey status:", error);
}
};
checkSurvey();
return () => clearTimeout(timeoutId);
}, [teamId, storageKey, isOnboarding]);
const handleDealTypeSelect = (value: string) => {
setDealType(value);
setShowOtherInput(false);
if (value === "project-management") {
// Project management doesn't need a second step - go straight to thank you
handleSubmit(value, null, null);
} else {
setStep(2);
}
};
const handleOtherSubmit = () => {
if (!dealTypeOther.trim()) return;
setDealType("other");
setShowOtherInput(false);
// After entering "Other" text, go to deal size question
setStep(2);
};
const handleDealSizeSelect = async (value: string) => {
await handleSubmit(dealType, value, dealTypeOther || null);
};
const handleSubmit = async (
type?: string | null,
size?: string | null,
otherText?: string | null,
) => {
const finalDealType = type || dealType;
if (!finalDealType) return;
setIsSubmitting(true);
try {
const response = await fetch(
`/api/teams/${teamInfo?.currentTeam?.id}/survey`,
{
method: "POST",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify({
dealType: finalDealType,
dealTypeOther:
otherText !== undefined
? otherText
: dealTypeOther || null,
dealSize: size ?? null,
}),
},
);
if (!response.ok) {
throw new Error("Failed to save response");
}
localStorage.setItem(storageKey, "true");
setStep(3); // Go to thank you screen
} catch (error) {
console.error("Failed to save survey response:", error);
toast.error("Failed to save your response");
} finally {
setIsSubmitting(false);
}
};
const handleClose = () => {
setIsOpen(false);
};
const handleDismiss = async () => {
localStorage.setItem(storageKey, "true");
setIsOpen(false);
toast("Survey dismissed", {
description: "You can complete it anytime from Settings → General.",
action: {
label: "Go to Settings",
onClick: () => router.push("/settings/general#team-survey"),
},
});
if (teamId) {
try {
await fetch(`/api/teams/${teamId}/survey`, {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({
dismissed: true,
dismissedAt: new Date().toISOString(),
}),
});
} catch (error) {
console.error("Failed to save survey dismissal:", error);
}
}
};
const getDealSizeQuestion = () => {
switch (dealType) {
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?";
}
};
if (!isOpen) return null;
return (
<div className="fixed bottom-4 right-4 z-50 w-full max-w-sm animate-in fade-in slide-in-from-bottom-4 duration-300">
<div className="rounded-lg border-2 border-black bg-background p-4 shadow-lg">
{step === 1 ? (
<>
<div className="mb-4 flex items-start justify-between">
<div>
<h3 className="text-lg font-semibold">What do you use Hanzo Dataroom for?</h3>
</div>
<button
onClick={handleDismiss}
className="rounded-full p-1 hover:bg-muted"
>
<XIcon className="h-4 w-4 text-muted-foreground" />
</button>
</div>
<div className="grid gap-2">
{DEAL_TYPE_OPTIONS.map((option) => (
<button
key={option.value}
onClick={() => handleDealTypeSelect(option.value)}
disabled={isSubmitting}
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={dealTypeOther}
onChange={(e) => setDealTypeOther(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" && dealTypeOther.trim()) {
handleOtherSubmit();
}
}}
/>
<button
onClick={handleOtherSubmit}
disabled={!dealTypeOther.trim() || isSubmitting}
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={isSubmitting}
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>
<p className="mt-3 text-xs text-muted-foreground">
This will help us tailor your Hanzo Dataroom experience
</p>
</>
) : step === 2 ? (
<>
<div className="mb-4 flex items-start justify-between">
<div>
<h3 className="text-lg font-semibold">
{getDealSizeQuestion()}
</h3>
</div>
<button
onClick={handleDismiss}
className="rounded-full p-1 hover:bg-muted"
>
<XIcon className="h-4 w-4 text-muted-foreground" />
</button>
</div>
<div className="grid gap-2">
{DEAL_SIZE_OPTIONS.map((option) => (
<button
key={option.value}
onClick={() => handleDealSizeSelect(option.value)}
disabled={isSubmitting}
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>
<p className="mt-3 text-xs text-muted-foreground">
This will help us tailor your Hanzo Dataroom experience
</p>
</>
) : (
<>
<div className="mb-4 flex items-start justify-between">
<div className="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>
<button
onClick={handleClose}
className="rounded-full p-1 hover:bg-muted"
>
<XIcon className="h-4 w-4 text-muted-foreground" />
</button>
</div>
<p className="mb-4 text-sm text-muted-foreground">
You can find and update your responses in settings.
</p>
<button
onClick={() => {
router.push("/settings/general#team-survey");
handleClose();
}}
className="w-full rounded-lg border border-black bg-white px-3 py-2 text-sm font-medium text-black transition-colors hover:bg-gray-50"
>
Go to Team Survey
</button>
</>
)}
</div>
</div>
);
}