feat(OUT-1212): show NoPreviewSupport while accessing from CRM preview

src/app/client-preview/NoPreviewSupport.tsx

@@ -0,0 +1,30 @@
+import { Box } from '@mui/material'
+import AnnouncementIcon from '@mui/icons-material/Announcement'
+
+export const NoPreviewSupport = () => {
+  return (
+    <Box
+      sx={{
+        display: 'flex',
+        alignItems: 'center',
+        justifyContent: 'center',
+        height: '100vh',
+        fontSize: '24px',
+      }}
+    >
+      <Box
+        sx={{
+          display: 'flex',
+          alignItems: 'center',
+          gap: '4px',
+          opacity: '0.8',
+        }}
+      >
+        <Box sx={{ display: 'flex' }}>
+          <AnnouncementIcon />
+        </Box>
+        <div>CRM preview is currently not supported for Client Home</div>{' '}
+      </Box>
+    </Box>
+  )
+}

src/app/client-preview/page.tsx

@@ -8,6 +8,8 @@ import { CopilotAPI } from '@/utils/copilotApiUtils'
 import InvalidToken from '../components/InvalidToken'
 import { defaultState } from '../../../defaultState'
 import { defaultBannerImagePath, defaultBgColor } from '@/utils/constants'
+import { getPreviewMode } from '@/utils/previewMode'
+import { NoPreviewSupport } from './NoPreviewSupport'
 
 export const revalidate = 0
 
@@ -56,6 +58,14 @@ export default async function ClientPreviewPage({
   }
 
   const token = tokenParsed.data
+  const copilotClient = new CopilotAPI(token)
+  const tokenPayload = await copilotClient.getTokenPayload()
+  if (!tokenPayload) {
+    throw new Error('Failed to parse token payload')
+  }
+  if (getPreviewMode(tokenPayload)) {
+    return <NoPreviewSupport />
+  }
 
   const clientId = z.string().uuid().parse(searchParams.clientId)
 
@@ -75,8 +85,6 @@ export default async function ClientPreviewPage({
     displayTasks: false,
   }
 
-  const copilotClient = new CopilotAPI(token)
-
   const [defaultSetting, allCustomFields, _client, workspace] =
     await Promise.all([
       getSettings(token),

src/utils/previewMode.ts

@@ -0,0 +1,18 @@
+import { Token } from '@/types/common'
+
+export type PreviewMode = 'client' | 'company' | null
+
+export const getPreviewMode = (tokenPayload: Token): PreviewMode => {
+  const isClientPreview = tokenPayload.internalUserId && tokenPayload.clientId
+  // For a company to be alongside IU token, it shouldn't be "default" or undefined
+  // Older workspaces in Copilot have "default" as companyId, while newer ones have undefined for IUs
+  const isDefaultCompany = tokenPayload.companyId === 'default'
+  const isCompanyPreview =
+    tokenPayload.internalUserId && !isDefaultCompany && !!tokenPayload.companyId
+  const previewMode: PreviewMode = isClientPreview
+    ? 'client'
+    : isCompanyPreview
+      ? 'company'
+      : null
+  return previewMode
+}