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pn-new-crm/src/hooks/use-dashboard-widgets.ts

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feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
'use client';
import { useMemo } from 'react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { apiFetch } from '@/lib/api/client';
import { DASHBOARD_WIDGETS, type DashboardWidget } from '@/components/dashboard/widget-registry';
import { useDashboardIntegrations } from '@/hooks/use-dashboard-integrations';
interface PreferencesResponse {
data?: {
dashboardWidgets?: Record<string, boolean>;
// Other fields exist (timezone, locale, …) but we don't need them
// here — the typed access is intentionally narrow.
};
}
/**
* Returns the dashboard widget list filtered by the user's visibility
* preferences and exposes a toggle. Single source of truth for "what's
* showing on the dashboard right now" used by both `DashboardShell`
* and the settings UI.
*
* Stored shape: `preferences.dashboardWidgets: { [widgetId]: boolean }`.
* Missing keys fall back to the registry's `defaultVisible`, so a newly
* added widget surfaces for everyone without a migration.
*/
export function useDashboardWidgets() {
const queryClient = useQueryClient();
const integrations = useDashboardIntegrations();
const { data, isLoading } = useQuery<PreferencesResponse>({
queryKey: ['me', 'preferences', 'dashboard-widgets'],
queryFn: () => apiFetch<PreferencesResponse>('/api/v1/users/me/preferences'),
staleTime: 60_000,
});
// The registry is the universe of declared widgets. `availableWidgets`
// is the universe filtered down to what actually CAN render right now
// (i.e. its required integration is connected). The picker iterates
// this list, and the visible-widgets render path filters off the same
// list so flipping on a widget whose service isn't wired up does
// nothing silently — the toggle simply isn't shown.
const availableWidgets: DashboardWidget[] = useMemo(
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units Berth surfaces - New compact mooring-chip header (colored plate + status pill, dock-label in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack - Berth list gains a "Latest deal stage" column showing the most-advanced pipeline stage of any active linked interest (server-aggregated, ranks by PIPELINE_STAGES index) - "Linked prospect" Select on the status-change dialog rebuilt as a Command combobox: search, recent-first sort, stage-coloured pills Pipeline UX - Reverting an interest to Open with linked berths now prompts: keep the links, unlink and reset, or cancel. Silent when no berths are linked - Activity feed + entity-activity feed normalise enum field values via STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as "10% Deposit → Contract Sent" EOI generate dialog - Inline-editable rows for client name, nationality (country combobox), and yacht name — pencil affordance saves directly via clients/yachts PATCH - Replaces the single "Edit on client's page" link with two contextual links framed by short copy explaining what's inline vs what needs the canonical page - Backend EoiContext now includes client.id + yacht.id so the dialog can PATCH without an extra round-trip Company form - New "Connections" section lets the rep attach members (clients) and yachts during create. Yacht attach uses the existing transfer endpoint so audit log + ownership history capture the change - Inline "+ New client" / "+ New yacht" buttons open the canonical forms stacked over the company sheet - After save, the form chains to a yacht pull-in prompt (if any attached client owns yachts not yet linked) and an optional "Create interest" step pre-filled with the first attached client Admin - /admin landing gains a searchable index — typed query flattens groups into a result list matching label + description + group title - "Documenso & EOI" card relabelled to "EOI signing service" (consistent with the user-facing language rename from round 1) Measurement units (migration 0053) - interests gains desired_*_m columns + desired_*_unit discriminators so the rep's literal entry (ft OR m) is preserved verbatim instead of being reconstructed from a single canonical column on every render - yachts + berths gain matching *_unit columns alongside their existing ft + m pairs; defaults to 'ft' so legacy rows still render normally - Interest form POST/PATCH now sends both ft + m + unit; computed m is derived from the ft canonical to keep the recommender SQL unchanged Misc - Active-deals tile + topbar type their Link href as `Route` instead of `any` - Unused REPORT_TYPE_LABELS const dropped from generate-report-form - Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated to include the new id + unit fields on the EoiContext / Berth shapes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
() => DASHBOARD_WIDGETS.filter((w) => !w.requires || integrations.available[w.requires]),
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
[integrations],
);
const visibility: Record<string, boolean> = useMemo(() => {
const stored = data?.data?.dashboardWidgets ?? {};
const merged: Record<string, boolean> = {};
for (const w of availableWidgets) {
merged[w.id] = stored[w.id] ?? w.defaultVisible;
}
return merged;
}, [data, availableWidgets]);
const visibleWidgets: DashboardWidget[] = useMemo(
() => availableWidgets.filter((w) => visibility[w.id]),
[availableWidgets, visibility],
);
/**
* Persists a single widget's visibility. Optimistically updates the
* cache so the dashboard reflows instantly; the server PATCH races in
* the background. On failure the cache invalidates and re-reads the
* authoritative value.
*/
const mutation = useMutation({
mutationFn: async (next: Record<string, boolean>) =>
apiFetch<PreferencesResponse>('/api/v1/users/me/preferences', {
method: 'PATCH',
body: { dashboardWidgets: next },
}),
onMutate: async (next) => {
await queryClient.cancelQueries({ queryKey: ['me', 'preferences', 'dashboard-widgets'] });
const previous = queryClient.getQueryData<PreferencesResponse>([
'me',
'preferences',
'dashboard-widgets',
]);
queryClient.setQueryData<PreferencesResponse>(
['me', 'preferences', 'dashboard-widgets'],
(old) => ({
data: { ...(old?.data ?? {}), dashboardWidgets: next },
}),
);
return { previous };
},
onError: (_err, _next, ctx) => {
if (ctx?.previous) {
queryClient.setQueryData(['me', 'preferences', 'dashboard-widgets'], ctx.previous);
}
},
onSettled: () => {
queryClient.invalidateQueries({ queryKey: ['me', 'preferences', 'dashboard-widgets'] });
},
});
function setVisible(id: string, visible: boolean) {
mutation.mutate({ ...visibility, [id]: visible });
}
function setAll(visible: boolean) {
const next: Record<string, boolean> = {};
for (const w of availableWidgets) next[w.id] = visible;
mutation.mutate(next);
}
/**
* Restores each widget's visibility to its registry `defaultVisible`.
* Different from `setAll(true)` it keeps the "off by default" widgets
* (KPI tiles, Berth Status donut, Source Conversion, Hot Deals) off so
* reps end up with the original out-of-the-box dashboard. Scoped to
* `availableWidgets` so disconnected integrations don't sneak in.
*/
function resetToDefaults() {
const next: Record<string, boolean> = {};
for (const w of availableWidgets) next[w.id] = w.defaultVisible;
mutation.mutate(next);
}
return {
isLoading,
/**
* Widgets that can render right now (registry minus those whose
* required integration isn't connected). Use this for the picker
* AND for the dashboard render both surfaces stay in sync.
*/
allWidgets: availableWidgets,
/** Visible widgets, in registry order. */
visibleWidgets,
/** Map of widgetId → visible. Use for switch state binding. */
visibility,
setVisible,
setAll,
resetToDefaults,
isSaving: mutation.isPending,
};
}