Route kebab Customize through the prefilled policy wizard so existing methods and values can be renamed, reordered, and kept in that field order on the card after Finalize.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-21 13:51:37 -06:00
parent e9951f260b
commit 4006fe5c6c
31 changed files with 3062 additions and 1530 deletions
@@ -53,20 +53,20 @@ import type { CommunicationMethodDetailEntry } from "../../types";
 import CustomMethodCardModalBody from "../../components/CustomMethodCardModalBody";
 import { buildCustomRuleModalKebabMenu } from "../../components/customRuleModalKebabMenu";
 import { methodCardMetaWithCustomizeHeader } from "../../../../../lib/create/methodCardCustomizeMetaPatch";
+import { buildMethodCardWizardInitialValues } from "../../../../../lib/create/methodCardWizardPrefill";
+import type { MethodCardWizardInitialValues } from "../../../../../lib/create/methodCardWizardPrefill";
 import {
  captureMethodCardCustomizeSnapshot,
  type MethodCardCustomizeSnapshot,
  type MethodCardHeaderDraft,
 } from "../../../../../lib/create/methodCardCustomizeSession";
-import MethodCardCustomizeModalHeader from "../../components/MethodCardCustomizeModalHeader";

 export function CommunicationMethodsScreen() {
  const m = useMessages();
  const comm = m.create.customRule.communication;
  const modalKebabMenu = m.create.customRule.modalKebabMenu;
  const mdUp = useCreateFlowMdUp();
-  const { confirmDiscard, confirmDirtyCustomizeCancel, confirmDialog } =
-    useDiscardCustomizeConfirm();
+  const { confirmDiscard, confirmDialog } = useDiscardCustomizeConfirm();
  const { state, updateState, replaceState, markCreateFlowInteraction } =
    useCreateFlow();
  const pendingEphemeralDuplicateIdRef = useRef<string | null>(null);
@@ -79,12 +79,14 @@ export function CommunicationMethodsScreen() {
  const [pendingDraft, setPendingDraft] =
    useState<CommunicationMethodDetailEntry | null>(null);
  const [addCustomWizardOpen, setAddCustomWizardOpen] = useState(false);
-  const [modalEditUnlocked, setModalEditUnlocked] = useState(false);
+  const [wizardCustomizeCardId, setWizardCustomizeCardId] = useState<
+    string | null
+  >(null);
+  const [wizardInitialValues, setWizardInitialValues] =
+    useState<MethodCardWizardInitialValues | null>(null);
  const [draftFieldBlocks, setDraftFieldBlocks] = useState<
    CustomMethodCardFieldBlock[] | null
  >(null);
-  const [customizeHeaderDraft, setCustomizeHeaderDraft] =
-    useState<MethodCardHeaderDraft | null>(null);

  const selectedIds = state.selectedCommunicationMethodIds ?? [];

@@ -107,6 +109,8 @@ export function CommunicationMethodsScreen() {

  const handleOpenAddWizard = useCallback(() => {
    markCreateFlowInteraction();
+    setWizardCustomizeCardId(null);
+    setWizardInitialValues(null);
    setAddCustomWizardOpen(true);
  }, [markCreateFlowInteraction]);

@@ -144,15 +148,40 @@ export function CommunicationMethodsScreen() {
  const handleCardClick = useCallback(
    (id: string) => {
      markCreateFlowInteraction();
-      customizeSnapshotRef.current = null;
-      setModalEditUnlocked(false);
-      setDraftFieldBlocks(null);
-      setCustomizeHeaderDraft(null);
+      const draft = seedDraft(id);
+      const persistedBlocks = state.customMethodCardFieldBlocksById?.[id];
+      const initialBlocks =
+        Array.isArray(persistedBlocks) && persistedBlocks.length > 0
+          ? structuredClone(persistedBlocks)
+          : null;
+      const method = methodById.get(id);
+      const meta = state.customMethodCardMetaById?.[id];
+      const headerDraft: MethodCardHeaderDraft = {
+        title: meta?.label ?? method?.label ?? comm.confirmModal.title,
+        description:
+          meta?.supportText ??
+          method?.supportText ??
+          comm.confirmModal.description,
+      };
+      customizeSnapshotRef.current = captureMethodCardCustomizeSnapshot(
+        draft,
+        initialBlocks,
+        headerDraft,
+      );
      setPendingCardId(id);
-      setPendingDraft(seedDraft(id));
+      setPendingDraft(draft);
+      setDraftFieldBlocks(initialBlocks);
      setCreateModalOpen(true);
    },
-    [markCreateFlowInteraction, seedDraft],
+    [
+      comm.confirmModal.description,
+      comm.confirmModal.title,
+      markCreateFlowInteraction,
+      methodById,
+      seedDraft,
+      state.customMethodCardFieldBlocksById,
+      state.customMethodCardMetaById,
+    ],
  );

  const handleDraftChange = useCallback(
@@ -165,9 +194,7 @@ export function CommunicationMethodsScreen() {

  const isSelectedCardModal =
    pendingCardId !== null && selectedIds.includes(pendingCardId);
-  const fieldsLocked = !modalEditUnlocked;
-
-  const showMethodModalPrimary = !isSelectedCardModal || modalEditUnlocked;
+  const showMethodModalPrimary = true;

  const customFacetDetailsMatchPreset = useMemo(() => {
    if (!pendingCardId || !pendingDraft) return false;
@@ -189,7 +216,7 @@ export function CommunicationMethodsScreen() {
            methodId: pendingCardId,
            meta: state.customMethodCardMetaById,
            fieldBlocksById: state.customMethodCardFieldBlocksById,
-            modalEditUnlocked,
+            modalEditUnlocked: false,
            draftFieldBlocks,
            customFacetDetailsMatchPreset,
          }),
@@ -197,7 +224,6 @@ export function CommunicationMethodsScreen() {
    [
      customFacetDetailsMatchPreset,
      draftFieldBlocks,
-      modalEditUnlocked,
      pendingCardId,
      state.customMethodCardFieldBlocksById,
      state.customMethodCardMetaById,
@@ -207,11 +233,11 @@ export function CommunicationMethodsScreen() {
  const handleCreateModalClose = useCallback(async () => {
    if (
      !(await confirmDiscard(
-        modalEditUnlocked,
+        true,
        customizeSnapshotRef.current,
        pendingDraft,
        draftFieldBlocks,
-        customizeHeaderDraft,
+        customizeSnapshotRef.current?.headerDraft ?? null,
      ))
    ) {
      return;
@@ -239,53 +265,14 @@ export function CommunicationMethodsScreen() {
    setCreateModalOpen(false);
    setPendingCardId(null);
    setPendingDraft(null);
-    setModalEditUnlocked(false);
    setDraftFieldBlocks(null);
-    setCustomizeHeaderDraft(null);
  }, [
    confirmDiscard,
-    customizeHeaderDraft,
    draftFieldBlocks,
-    modalEditUnlocked,
    pendingDraft,
    replaceState,
  ]);

-  const handleCancelCustomize = useCallback(async () => {
-    if (!modalEditUnlocked) {
-      return;
-    }
-    const snap = customizeSnapshotRef.current;
-    if (!snap) {
-      customizeSnapshotRef.current = null;
-      setModalEditUnlocked(false);
-      setDraftFieldBlocks(null);
-      setCustomizeHeaderDraft(null);
-      return;
-    }
-    if (
-      !(await confirmDirtyCustomizeCancel(
-        snap,
-        pendingDraft,
-        draftFieldBlocks,
-        customizeHeaderDraft,
-      ))
-    ) {
-      return;
-    }
-    setPendingDraft(structuredClone(snap.pendingDraft));
-    setDraftFieldBlocks(null);
-    setModalEditUnlocked(false);
-    customizeSnapshotRef.current = null;
-    setCustomizeHeaderDraft(null);
-  }, [
-    confirmDirtyCustomizeCancel,
-    customizeHeaderDraft,
-    draftFieldBlocks,
-    modalEditUnlocked,
-    pendingDraft,
-  ]);
-
  const handleRemoveSelectedFromModal = useCallback(async () => {
    if (!pendingCardId || !selectedIds.includes(pendingCardId)) {
      return;
@@ -293,11 +280,11 @@ export function CommunicationMethodsScreen() {
    markCreateFlowInteraction();
    if (
      !(await confirmDiscard(
-        modalEditUnlocked,
+        true,
        customizeSnapshotRef.current,
        pendingDraft,
        draftFieldBlocks,
-        customizeHeaderDraft,
+        customizeSnapshotRef.current?.headerDraft ?? null,
      ))
    ) {
      return;
@@ -313,11 +300,9 @@ export function CommunicationMethodsScreen() {
    await handleCreateModalClose();
  }, [
    confirmDiscard,
-    customizeHeaderDraft,
    draftFieldBlocks,
    handleCreateModalClose,
    markCreateFlowInteraction,
-    modalEditUnlocked,
    pendingDraft,
    pendingCardId,
    selectedIds,
@@ -327,37 +312,36 @@ export function CommunicationMethodsScreen() {

  const handleCustomize = useCallback(() => {
    markCreateFlowInteraction();
-    if (!pendingDraft || !pendingCardId) {
+    if (!pendingCardId) {
      return;
    }
-    const persistedBlocks =
-      state.customMethodCardFieldBlocksById?.[pendingCardId] ?? [];
-    const initialFieldBlocks =
-      persistedBlocks.length > 0
-        ? structuredClone(persistedBlocks)
-        : isCustomMethodCardId(pendingCardId, state.customMethodCardMetaById)
-          ? []
-          : null;
    const method = methodById.get(pendingCardId);
-    const meta = state.customMethodCardMetaById?.[pendingCardId];
-    const headerDraft: MethodCardHeaderDraft = {
-      title: meta?.label ?? method?.label ?? comm.confirmModal.title,
-      description:
-        meta?.supportText ??
-        method?.supportText ??
-        comm.confirmModal.description,
-    };
-    setCustomizeHeaderDraft(headerDraft);
-    customizeSnapshotRef.current = captureMethodCardCustomizeSnapshot(
-      pendingDraft,
-      initialFieldBlocks,
-      headerDraft,
+    setWizardInitialValues(
+      buildMethodCardWizardInitialValues({
+        cardId: pendingCardId,
+        fallbackTitle: method?.label ?? comm.confirmModal.title,
+        fallbackDescription:
+          method?.supportText ?? comm.confirmModal.description,
+        meta: state.customMethodCardMetaById,
+        persistedBlocks: state.customMethodCardFieldBlocksById,
+        draftFieldBlocks,
+        facetPrefill: pendingDraft
+          ? {
+              group: "communication",
+              draft: pendingDraft,
+              headings: comm.sectionHeadings,
+            }
+          : undefined,
+      }),
    );
-    setDraftFieldBlocks(initialFieldBlocks);
-    setModalEditUnlocked(true);
+    setWizardCustomizeCardId(pendingCardId);
+    setCreateModalOpen(false);
+    setAddCustomWizardOpen(true);
  }, [
    comm.confirmModal.description,
    comm.confirmModal.title,
+    comm.sectionHeadings,
+    draftFieldBlocks,
    markCreateFlowInteraction,
    methodById,
    pendingCardId,
@@ -382,9 +366,7 @@ export function CommunicationMethodsScreen() {
      () => communicationPresetFor(newId),
    );
    const blocksClone = structuredClone(
-      modalEditUnlocked &&
-        draftFieldBlocks !== null &&
-        isCustomMethodCardId(pendingCardId, state.customMethodCardMetaById)
+      draftFieldBlocks !== null
        ? draftFieldBlocks
        : cloneMethodCardBlocksForDuplicate(
            state.customMethodCardFieldBlocksById,
@@ -414,16 +396,15 @@ export function CommunicationMethodsScreen() {
    customizeSnapshotRef.current = null;
    setPendingCardId(newId);
    setPendingDraft(structuredClone(detailsClone));
-    setModalEditUnlocked(false);
-    setDraftFieldBlocks(null);
-    setCustomizeHeaderDraft(null);
+    setDraftFieldBlocks(
+      blocksClone.length > 0 ? structuredClone(blocksClone) : null,
+    );
  }, [
    markCreateFlowInteraction,
    modalKebabMenu.duplicateTitleSuffix,
    pendingCardId,
    pendingDraft,
    draftFieldBlocks,
-    modalEditUnlocked,
    state.communicationMethodDetailsById,
    state.customMethodCardFieldBlocksById,
    state.customMethodCardMetaById,
@@ -449,9 +430,7 @@ export function CommunicationMethodsScreen() {
      () => communicationPresetFor(newId),
    );
    const blocksClone = structuredClone(
-      modalEditUnlocked &&
-        draftFieldBlocks !== null &&
-        isCustomMethodCardId(pendingCardId, state.customMethodCardMetaById)
+      draftFieldBlocks !== null
        ? draftFieldBlocks
        : cloneMethodCardBlocksForDuplicate(
            state.customMethodCardFieldBlocksById,
@@ -481,14 +460,13 @@ export function CommunicationMethodsScreen() {
    customizeSnapshotRef.current = null;
    setPendingCardId(newId);
    setPendingDraft(structuredClone(detailsClone));
-    setModalEditUnlocked(false);
-    setDraftFieldBlocks(null);
-    setCustomizeHeaderDraft(null);
+    setDraftFieldBlocks(
+      blocksClone.length > 0 ? structuredClone(blocksClone) : null,
+    );
  }, [
    draftFieldBlocks,
    markCreateFlowInteraction,
    methodById,
-    modalEditUnlocked,
    modalKebabMenu.duplicateTitleSuffix,
    pendingCardId,
    pendingDraft,
@@ -501,7 +479,7 @@ export function CommunicationMethodsScreen() {
  const kebabMenuItems = useMemo(
    () =>
      buildCustomRuleModalKebabMenu(modalKebabMenu, {
-        showCustomize: !modalEditUnlocked,
+        showCustomize: true,
        onCustomize: handleCustomize,
        onDuplicate:
          (state.editingPublishedRuleId?.trim() ?? "") !== "" || !pendingCardId
@@ -521,7 +499,6 @@ export function CommunicationMethodsScreen() {
      handleDuplicatePrefabCard,
      handleRemoveSelectedFromModal,
      isSelectedCardModal,
-      modalEditUnlocked,
      modalKebabMenu,
      pendingCardId,
      state.customMethodCardMetaById,
@@ -540,7 +517,7 @@ export function CommunicationMethodsScreen() {
            meta?.supportText ??
            method?.supportText ??
            comm.confirmModal.description,
-          nextButtonText: modalEditUnlocked
+          nextButtonText: isSelectedCardModal
            ? saveLabel
            : comm.addPlatform.nextButtonText,
        };
@@ -552,8 +529,14 @@ export function CommunicationMethodsScreen() {
      };

  const handleCloseAddWizard = useCallback(() => {
+    const resumeCardId = wizardCustomizeCardId;
    setAddCustomWizardOpen(false);
-  }, []);
+    setWizardCustomizeCardId(null);
+    setWizardInitialValues(null);
+    if (resumeCardId && pendingCardId === resumeCardId) {
+      setCreateModalOpen(true);
+    }
+  }, [pendingCardId, wizardCustomizeCardId]);

  const handleFinalizeCustomCard = useCallback(
    ({
@@ -566,6 +549,42 @@ export function CommunicationMethodsScreen() {
      fieldBlocks: CustomMethodCardFieldBlock[];
    }) => {
      markCreateFlowInteraction();
+      const existingId = wizardCustomizeCardId;
+      if (existingId) {
+        updateState({
+          selectedCommunicationMethodIds: moveFacetSelectionIdToFront(
+            selectedIds,
+            existingId,
+          ),
+          customMethodCardMetaById: methodCardMetaWithCustomizeHeader(
+            state.customMethodCardMetaById,
+            existingId,
+            { title, description },
+          ),
+          ...(pendingDraft
+            ? {
+                communicationMethodDetailsById: {
+                  ...(state.communicationMethodDetailsById ?? {}),
+                  [existingId]: pendingDraft,
+                },
+              }
+            : {}),
+          customMethodCardFieldBlocksById: {
+            ...(state.customMethodCardFieldBlocksById ?? {}),
+            [existingId]: fieldBlocks,
+          },
+        });
+        if (pendingDraft) {
+          customizeSnapshotRef.current = captureMethodCardCustomizeSnapshot(
+            pendingDraft,
+            fieldBlocks,
+            { title, description },
+          );
+        }
+        setDraftFieldBlocks(structuredClone(fieldBlocks));
+        setAddCustomWizardOpen(false);
+        return;
+      }
      const id = crypto.randomUUID();
      updateState({
        selectedCommunicationMethodIds: moveFacetSelectionIdToFront(
@@ -588,91 +607,29 @@ export function CommunicationMethodsScreen() {
    },
    [
      markCreateFlowInteraction,
+      pendingDraft,
      selectedIds,
      state.communicationMethodDetailsById,
      state.customMethodCardFieldBlocksById,
      state.customMethodCardMetaById,
      updateState,
+      wizardCustomizeCardId,
    ],
  );

  const handleCreateModalPrimary = useCallback(() => {
    if (!pendingCardId) {
-      handleCreateModalClose();
+      void handleCreateModalClose();
      return;
    }
    markCreateFlowInteraction();

-    if (selectedIds.includes(pendingCardId)) {
-      if (modalEditUnlocked) {
-        if (!customizeHeaderDraft) {
-          return;
-        }
-        const nextMeta = methodCardMetaWithCustomizeHeader(
-          state.customMethodCardMetaById,
-          pendingCardId,
-          customizeHeaderDraft,
-        );
-        if (
-          pendingCardId &&
-          isCustomMethodCardId(pendingCardId, state.customMethodCardMetaById) &&
-          usesWizardFieldBlocksModalBody({
-            methodId: pendingCardId,
-            meta: state.customMethodCardMetaById,
-            fieldBlocksById: state.customMethodCardFieldBlocksById,
-            modalEditUnlocked,
-            draftFieldBlocks,
-            customFacetDetailsMatchPreset,
-          })
-        ) {
-          updateState({
-            customMethodCardMetaById: nextMeta,
-            customMethodCardFieldBlocksById: {
-              ...(state.customMethodCardFieldBlocksById ?? {}),
-              [pendingCardId]: structuredClone(draftFieldBlocks ?? []),
-            },
-          });
-        } else if (pendingDraft) {
-          updateState({
-            customMethodCardMetaById: nextMeta,
-            communicationMethodDetailsById: {
-              ...(state.communicationMethodDetailsById ?? {}),
-              [pendingCardId]: pendingDraft,
-            },
-          });
-        }
-        customizeSnapshotRef.current = null;
-        setModalEditUnlocked(false);
-        setDraftFieldBlocks(null);
-        setCustomizeHeaderDraft(null);
-        return;
-      }
-      return;
-    }
+    const persistWizardBlocks =
+      modalUsesWizardFieldBlocksBody && draftFieldBlocks !== null;

-    if (modalEditUnlocked) {
-      if (!customizeHeaderDraft) {
-        return;
-      }
-      const nextMeta = methodCardMetaWithCustomizeHeader(
-        state.customMethodCardMetaById,
-        pendingCardId,
-        customizeHeaderDraft,
-      );
-      if (
-        pendingCardId &&
-        isCustomMethodCardId(pendingCardId, state.customMethodCardMetaById) &&
-        usesWizardFieldBlocksModalBody({
-          methodId: pendingCardId,
-          meta: state.customMethodCardMetaById,
-          fieldBlocksById: state.customMethodCardFieldBlocksById,
-          modalEditUnlocked,
-          draftFieldBlocks,
-          customFacetDetailsMatchPreset,
-        })
-      ) {
+    if (selectedIds.includes(pendingCardId)) {
+      if (persistWizardBlocks) {
        updateState({
-          customMethodCardMetaById: nextMeta,
          customMethodCardFieldBlocksById: {
            ...(state.customMethodCardFieldBlocksById ?? {}),
            [pendingCardId]: structuredClone(draftFieldBlocks ?? []),
@@ -680,22 +637,27 @@ export function CommunicationMethodsScreen() {
        });
      } else if (pendingDraft) {
        updateState({
-          customMethodCardMetaById: nextMeta,
          communicationMethodDetailsById: {
            ...(state.communicationMethodDetailsById ?? {}),
            [pendingCardId]: pendingDraft,
          },
        });
      }
-      customizeSnapshotRef.current = null;
-      setModalEditUnlocked(false);
-      setDraftFieldBlocks(null);
-      setCustomizeHeaderDraft(null);
+      if (pendingDraft) {
+        customizeSnapshotRef.current = captureMethodCardCustomizeSnapshot(
+          pendingDraft,
+          persistWizardBlocks ? draftFieldBlocks : null,
+          customizeSnapshotRef.current?.headerDraft ?? {
+            title: "",
+            description: "",
+          },
+        );
+      }
      return;
    }

    if (!pendingDraft) {
-      handleCreateModalClose();
+      void handleCreateModalClose();
      return;
    }
    updateState({
@@ -707,15 +669,23 @@ export function CommunicationMethodsScreen() {
        ...(state.communicationMethodDetailsById ?? {}),
        [pendingCardId]: pendingDraft,
      },
+      ...(persistWizardBlocks
+        ? {
+            customMethodCardFieldBlocksById: {
+              ...(state.customMethodCardFieldBlocksById ?? {}),
+              [pendingCardId]: structuredClone(draftFieldBlocks ?? []),
+            },
+          }
+        : {}),
    });
    pendingEphemeralDuplicateIdRef.current = null;
-    handleCreateModalClose();
+    customizeSnapshotRef.current = null;
+    void handleCreateModalClose();
  }, [
-    customizeHeaderDraft,
    draftFieldBlocks,
    handleCreateModalClose,
    markCreateFlowInteraction,
-    modalEditUnlocked,
+    modalUsesWizardFieldBlocksBody,
    pendingCardId,
    pendingDraft,
    selectedIds,
@@ -766,33 +736,10 @@ export function CommunicationMethodsScreen() {
      <Create
        isOpen={createModalOpen}
        onClose={handleCreateModalClose}
-        headerContent={
-          modalEditUnlocked && customizeHeaderDraft ? (
-            <MethodCardCustomizeModalHeader
-              titleLabel={modalKebabMenu.customizePolicyTitleLabel}
-              descriptionLabel={modalKebabMenu.customizePolicyDescriptionLabel}
-              titleValue={customizeHeaderDraft.title}
-              descriptionValue={customizeHeaderDraft.description}
-              onTitleChange={(title) =>
-                setCustomizeHeaderDraft((prev) =>
-                  prev ? { ...prev, title } : null,
-                )
-              }
-              onDescriptionChange={(description) =>
-                setCustomizeHeaderDraft((prev) =>
-                  prev ? { ...prev, description } : null,
-                )
-              }
-            />
-          ) : undefined
-        }
        onNext={handleCreateModalPrimary}
        title={modalConfig.title}
        description={modalConfig.description}
        nextButtonText={modalConfig.nextButtonText}
-        showBackButton={modalEditUnlocked}
-        onBack={handleCancelCustomize}
-        backButtonText={modalKebabMenu.cancelCustomize}
        showNextButton={showMethodModalPrimary}
        backdropVariant="blurredYellow"
        kebabTriggerAriaLabel={modalKebabMenu.triggerAriaLabel}
@@ -805,14 +752,14 @@ export function CommunicationMethodsScreen() {
              cardId={pendingCardId}
              blocksById={state.customMethodCardFieldBlocksById}
              blocksOverride={
-                modalEditUnlocked && draftFieldBlocks !== null
-                  ? draftFieldBlocks
-                  : undefined
+                draftFieldBlocks !== null ? draftFieldBlocks : undefined
              }
              policyMeta={state.customMethodCardMetaById?.[pendingCardId]}
-              showPolicyContentLockupWhenNoBlocks={!modalEditUnlocked}
+              showPolicyContentLockupWhenNoBlocks={
+                draftFieldBlocks === null || draftFieldBlocks.length === 0
+              }
              onFieldBlocksChange={
-                fieldsLocked
+                draftFieldBlocks === null
                  ? undefined
                  : (next) => setDraftFieldBlocks(next)
              }
@@ -821,7 +768,6 @@ export function CommunicationMethodsScreen() {
            <CommunicationMethodEditFields
              value={pendingDraft}
              onChange={handleDraftChange}
-              readOnly={fieldsLocked}
            />
          )
        ) : null}
@@ -830,6 +776,7 @@ export function CommunicationMethodsScreen() {
      <CustomMethodCardWizard
        isOpen={addCustomWizardOpen}
        onClose={handleCloseAddWizard}
+        initialValues={wizardInitialValues}
        onFinalize={handleFinalizeCustomCard}
        onPersistCustomUploadFile={(file) =>
          uploadCreateFlowFile(file, "customMethodAttachment")