/* global React */ // CRM — Modal création opportunité (Audits Énergies) + sync Odoo // UI Claude Design IMMUTABLE : injection par modal overlay. (function () { const { useState, useEffect } = React; const STAGES_CRM = [ { v: 'prospect', l: 'Prospect' }, { v: 'etude', l: 'Étude en cours' }, { v: 'devis', l: 'Devis envoyé' }, { v: 'devis_signe', l: 'Devis signé' }, { v: 'audit_planifie', l: 'Audit planifié' }, { v: 'dossier_constitue', l: 'Dossier constitué' }, { v: 'dossier_depose', l: 'Déposé délégataire' }, { v: 'prime_versee', l: 'Prime versée' }, ]; function CreateOpportunityModal({ onClose, onCreated, prefillClient }) { const API = (window.AE_API && window.AE_API.BASE) || ''; const [kind, setKind] = useState('quote'); const [stage, setStage] = useState('prospect'); const [picked, setPicked] = useState(prefillClient || null); // Règle 3.a : ClientPicker unifié const [clientNom, setClientNom] = useState(prefillClient?.lastName || ''); const [clientPrenom, setClientPrenom] = useState(prefillClient?.firstName || ''); const [clientEmail, setClientEmail] = useState(prefillClient?.email || ''); const [clientTel, setClientTel] = useState(prefillClient?.phone || ''); const [societe, setSociete] = useState(prefillClient?.isCompany ? prefillClient?.name : ''); const [siret, setSiret] = useState(prefillClient?.siret || ''); const [adresse, setAdresse] = useState(prefillClient?.street || ''); const [montant, setMontant] = useState(0); const [notes, setNotes] = useState(''); const [busy, setBusy] = useState(false); const [error, setError] = useState(null); const [addrSuggestions, setAddrSuggestions] = useState([]); const [sireneResult, setSireneResult] = useState(null); // Propriétaire (Règle 5 + contrôle accès direction) const me = window.ME || {}; const isDirection = ['pdg', 'direction'].includes(me.role); const myName = me.name || [me.firstName, me.lastName].filter(Boolean).join(' '); const [ownerName, setOwnerName] = useState(myName); // auto-assigné au créateur const [collabs, setCollabs] = useState([]); useEffect(() => { if (!isDirection) return; fetch(`${API}/api/collaborators?active=true`) .then(r => r.json()) .then(d => setCollabs(d.collaborators || [])) .catch(() => {}); }, []); // eslint-disable-line // Lorsque le user pick un client via ClientPicker → auto-fill tous les champs liés const onPickClient = (c) => { setPicked(c); if (!c) return; if (c.isCompany) { setSociete(c.name || ''); } else { const parts = (c.name || '').split(' '); setClientPrenom(c.firstName || parts[0] || ''); setClientNom(c.lastName || parts.slice(1).join(' ') || ''); } setClientEmail(c.email || ''); setClientTel(c.phone || c.mobile || ''); if (c.siret) setSiret(c.siret); if (c.street) setAdresse(c.street + (c.zip ? ', ' + c.zip : '') + (c.city ? ' ' + c.city : '')); }; // BAN autocomplete (debounced) useEffect(() => { if (!adresse || adresse.length < 4) { setAddrSuggestions([]); return; } let cancelled = false; const t = setTimeout(() => { fetch(`${API}/api/integrations/ban?q=${encodeURIComponent(adresse)}`) .then(r => r.json()) .then(res => { if (!cancelled && res.features) setAddrSuggestions(res.features.slice(0, 5)); }) .catch(() => {}); }, 300); return () => { cancelled = true; clearTimeout(t); }; }, [adresse]); // SIRET lookup (14 digits → auto-fill société) useEffect(() => { const clean = (siret || '').replace(/\s+/g, ''); if (clean.length !== 14) { setSireneResult(null); return; } fetch(`${API}/api/integrations/siret?siret=${clean}`) .then(r => r.json()) .then(res => { setSireneResult(res); if (res && res.nom_complet && !societe) setSociete(res.nom_complet); }) .catch(() => {}); }, [siret]); const doCreate = async () => { setBusy(true); setError(null); try { // Règle 3.a : si picked existe, on réutilise contactId/organizationId au lieu de créer en double let orgId = picked?.organizationId || null; let contactId = picked?.contactId || null; let odooId = picked?.odooId || null; // 1. Upsert Organization (si picked est orga, on l'utilise ; sinon upsert depuis société saisie) if (!orgId && societe.trim()) { const org = await fetch(`${API}/api/organizations`, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ name: societe.trim(), siret: (siret || '').replace(/\s+/g, '') || null, description: siret ? 'SIRET ' + siret : 'Créé depuis CRM', odooId }), }).then(r => r.json()).catch(() => null); orgId = org?.id || null; } // 2. Upsert Contact (si picked.contactId, on le garde ; sinon on upsert par email) if (!contactId && (clientNom || clientPrenom || clientEmail)) { const contact = await fetch(`${API}/api/contacts`, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ firstName: clientPrenom || null, lastName: clientNom || null, email: clientEmail || null, phone: clientTel || null, siret: (siret || '').replace(/\s+/g, '') || null, organizationId: orgId, odooId, tags: ['crm', kind], }), }).then(r => r.json()).catch(() => null); contactId = contact?.id || null; } // 3. Create Opportunity (avec liens complets contactId + organizationId + externalId Odoo) const opp = await fetch(`${API}/api/crm/opportunities`, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ name: societe || `${clientPrenom} ${clientNom}`.trim() || 'Nouvelle opportunité', kind, source: picked?.source === 'odoo' ? 'odoo' : 'manual', discoveryStage: stage, stage: 'proposal', state: 'draft', amount: montant, partnerName: societe || `${clientPrenom} ${clientNom}`.trim(), partnerEmail: clientEmail || null, contactId, organizationId: orgId, externalId: odooId ? `odoo:partner:${odooId}` : null, probability: 50, ownerName: ownerName || myName || null, description: notes + (adresse ? `\nAdresse : ${adresse}` : ''), }), }).then(r => r.json()).catch(() => null); if (!opp || opp.error) throw new Error(opp?.error || 'Échec création opportunité'); // Règle 3.a : propager + hydrate caches globaux if (window.AE_CLIENT_PICKER?.propagate) window.AE_CLIENT_PICKER.propagate('opportunity', opp.id, picked); if (window.AE_API?.hydrate) window.AE_API.hydrate(); onCreated && onCreated(opp); onClose(); } catch (e) { setError(e.message); } finally { setBusy(false); } }; const inputStyle = { padding: '7px 10px', fontSize: 13, border: '1px solid var(--line-2)', borderRadius: 5, background: 'var(--paper-2)', color: 'var(--ink)', fontFamily: 'inherit', width: '100%', boxSizing: 'border-box' }; const labelStyle = { fontSize: 10, color: 'var(--ink-4)', fontWeight: 600, textTransform: 'uppercase', letterSpacing: 0.4 }; const fieldStyle = { display: 'flex', flexDirection: 'column', gap: 4, minWidth: 0 }; return (
{ if (e.target === e.currentTarget) onClose(); }} >
Nouvelle opportunité
CRM Audits Énergies · création manuelle
{/* Type + stage */}
{/* Client — ClientPicker unifié (Règle 3.a) */}
Client · 101 Odoo + {(window.AE_CLIENT_CACHE?.get()?.ae?.length) || '105'} AE contacts
{/* Contact */}
Contact {picked && · prérempli depuis {picked.source === 'odoo' ? 'Odoo' : picked.source === 'ae_org' ? 'Orga AE' : 'AE'}}
{/* Société */}
Société · recherche SIRENE INSEE auto
{sireneResult && sireneResult.nom_complet && (
✓ SIRENE : {sireneResult.nom_complet} · {sireneResult.activite_principale || ''} · {sireneResult.tranche_effectifs || ''}
)} {/* Adresse chantier + BAN */}
Adresse chantier · autocomplete BAN
{/* Propriétaire — dropdown si direction, sinon verrouillé sur soi-même */}
{isDirection ? ( ) : ( )}
{/* Notes */} {error &&
Erreur : {error}
}
); } // Bouton "Sync Odoo" — déclenche POST /api/crm/sync/run async function triggerOdooSync() { const API = (window.AE_API && window.AE_API.BASE) || ''; const res = await fetch(`${API}/api/crm/sync/run`, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ adapter: 'odoo', mode: 'incremental' }), }).then(r => r.json()).catch(e => ({ ok: false, error: e.message })); return res; } // ──────────────────────────────────────────────────────────── // OpportunityDetailModal — édition complète d'une opportunité // Règle n°5 CRUD : read + update + delete + transition stage // ──────────────────────────────────────────────────────────── function OpportunityDetailModal({ dossier, onClose, onUpdated, onDeleted }) { const API = (window.AE_API && window.AE_API.BASE) || ''; const [full, setFull] = useState(null); const [loading, setLoading] = useState(true); const [editMode, setEditMode] = useState(false); const [draft, setDraft] = useState({}); const [saveState, setSaveState] = useState({ loading: false, message: null, error: null }); const [collabs, setCollabs] = useState([]); // liste pour le picker direction const [previewLoading, setPreviewLoading] = useState(false); // Identité session courante + permission const me = window.ME || {}; const isDirection = ['pdg', 'direction'].includes(me.role); // Charger la liste des collaborateurs (direction uniquement — pour le picker propriétaire) useEffect(() => { if (!isDirection) return; fetch(`${API}/api/collaborators?active=true`) .then(r => r.json()) .then(d => setCollabs(d.collaborators || [])) .catch(() => {}); }, []); // eslint-disable-line // dossier.ref peut être "S00001" (reference Odoo) ou "DOS-2026-XXX". // On cherche l'opp backend via sa référence : useEffect(() => { if (!dossier) return; fetch(`${API}/api/crm/opportunities?search=${encodeURIComponent(dossier.ref || '')}&limit=5`) .then(r => r.json()) .then(d => { const hit = (d?.opportunities || []).find(o => o.reference === dossier.ref || o.name === dossier.ref) || (d?.opportunities || [])[0]; if (hit) { setFull(hit); setDraft({ name: hit.name || '', partnerName: hit.partnerName || '', partnerEmail: hit.partnerEmail || '', amount: hit.amount || 0, probability: hit.probability || 50, description: hit.description || '', ownerName: hit.ownerName || '', expectedClosing: hit.expectedClosing || '', }); } }) .catch(() => {}) .finally(() => setLoading(false)); }, [dossier?.ref]); const saveEdit = async () => { if (!full) return; setSaveState({ loading: true, message: null, error: null }); try { const r = await fetch(`${API}/api/crm/opportunities/${full.id}`, { method: 'PUT', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(draft), }).then(r => r.json()); if (!r?.ok) throw new Error(r?.error || 'Échec'); setFull(r.opportunity); setEditMode(false); setSaveState({ loading: false, message: '✓ Enregistré', error: null }); if (onUpdated) onUpdated(r.opportunity); if (window.AE_API?.hydrate) window.AE_API.hydrate(); setTimeout(() => setSaveState({ loading: false, message: null, error: null }), 3000); } catch (e) { setSaveState({ loading: false, message: null, error: e.message }); } }; const deleteOpp = async () => { if (!full) return; if (!window.confirm(`Supprimer définitivement l'opportunité « ${full.name} » ?`)) return; await fetch(`${API}/api/crm/opportunities/${full.id}`, { method: 'DELETE' }).catch(() => {}); if (onDeleted) onDeleted(full.id); if (window.AE_API?.hydrate) window.AE_API.hydrate(); onClose(); }; const duplicateOpp = async () => { if (!full) return; if (!window.confirm(`Dupliquer l'opportunité « ${full.name} » ?\n\nLa copie sera créée en stage "prospect" avec les mêmes données client.`)) return; setSaveState({ loading: true, message: null, error: null }); try { const r = await fetch(`${API}/api/crm/opportunities/${full.id}/duplicate`, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({}), }).then(x => x.json()); if (!r?.ok) throw new Error(r?.error || 'Échec duplication'); setSaveState({ loading: false, message: `✓ Dupliquée : opp #${r.opportunity.id}`, error: null }); if (window.AE_API?.hydrate) window.AE_API.hydrate(); if (onUpdated) onUpdated(r.opportunity); setTimeout(() => setSaveState({ loading: false, message: null, error: null }), 4000); } catch (e) { setSaveState({ loading: false, message: null, error: e.message }); } }; const previewPortal = async () => { const dossierId = full?.ceeDossierId; if (!dossierId) { setSaveState({ loading: false, message: null, error: 'Aucun dossier CEE lié à cette opportunité. Créez d\'abord un dossier depuis l\'onglet Dossiers.' }); setTimeout(() => setSaveState(s => ({ ...s, error: null })), 4000); return; } setPreviewLoading(true); try { const r = await fetch(`${API}/api/client-portal/invite`, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ dossierId, preview: true }), }).then(x => x.json()); if (!r?.ok) throw new Error(r?.error || 'Échec génération'); window.open(r.portalUrl, '_blank'); } catch (e) { setSaveState({ loading: false, message: null, error: `Vue client : ${e.message}` }); setTimeout(() => setSaveState(s => ({ ...s, error: null })), 4000); } finally { setPreviewLoading(false); } }; const transitionStage = async (newStage) => { if (!full) return; setSaveState({ loading: true, message: null, error: null }); try { const r = await fetch(`${API}/api/crm/opportunities/${full.id}/stage`, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ stage: newStage, by: 'UI', note: `Transition depuis ${full.discoveryStage} → ${newStage}` }), }).then(r => r.json()); if (!r?.ok) throw new Error(r?.error || 'Échec transition'); // Re-fetch opp const fresh = await fetch(`${API}/api/crm/opportunities/${full.id}`).then(r => r.json()); if (fresh?.opportunity) setFull(fresh.opportunity); setSaveState({ loading: false, message: `✓ Stage → ${newStage}`, error: null }); if (window.AE_API?.hydrate) window.AE_API.hydrate(); setTimeout(() => setSaveState({ loading: false, message: null, error: null }), 3000); } catch (e) { setSaveState({ loading: false, message: null, error: e.message }); } }; const inputStyle = { padding: '6px 8px', fontSize: 12, border: '1px solid var(--line-2)', borderRadius: 4, background: 'var(--paper-2)', color: 'var(--ink)', fontFamily: 'inherit', width: '100%', boxSizing: 'border-box' }; const labelStyle = { fontSize: 9, color: 'var(--ink-4)', textTransform: 'uppercase', letterSpacing: 0.5, fontWeight: 600 }; const STAGES = (window.STAGES || []).filter(s => s.key !== 'perdu'); return (
{ if (e.target === e.currentTarget) onClose(); }}>
Opportunité · {dossier?.ref}
{full?.source === 'odoo' ? `Odoo #${full?.externalId || full?.id}` : `Discovery #${full?.id || '—'}`} · {full?.discoveryStage || dossier?.stage || '—'}
{!editMode && full && ( <> )} {editMode && ( <> )}
{loading &&
Chargement…
} {!loading && !full &&
Opportunité introuvable en base.
} {saveState.message &&
{saveState.message}
} {saveState.error &&
⚠ {saveState.error}
} {full && ( <> {/* Quick stage transitions */}
Transition stage · {full.discoveryStage}
{STAGES.map(s => ( ))}
{!editMode ? ( <>
{/* RDV liés (règle n°3 Interconnexion) */} {/* Chatter natif : pièces jointes + tâches planifiées + notes sur l'opp */} {window.ChatterPanel && full.id && ( )} {/* Discussion interne — fil de commentaires sur cette opportunité */} {window.EntityCommentsPanel && (
)} ) : (
setDraft(d => ({ ...d, name: v }))} full /> setDraft(d => ({ ...d, partnerName: v }))} /> setDraft(d => ({ ...d, partnerEmail: v }))} type="email" /> setDraft(d => ({ ...d, amount: Number(v) }))} type="number" /> setDraft(d => ({ ...d, probability: Number(v) }))} type="number" /> setDraft(d => ({ ...d, expectedClosing: v }))} type="date" /> setDraft(d => ({ ...d, description: v }))} full textarea />
)} )}
); function Kv2({ label, v }) { return (
{label}
{v || '—'}
); } function EditF2({ label, v, onChange, type, textarea, full }) { return (
{label} {textarea ?