feat(documents): wire folder sidebar + breadcrumb + In-progress tab

Documents hub now opens with the folder tree on the left and a
breadcrumb on top. Folder selection is its own state — undefined =
"All", null = "Root only", string = specific folder. Filter pushes
through to /api/v1/documents via folderId query param.

Drops the "Signature-based only" pill — it defaulted to true and
silently hid informational documents, which confused new reps. With
folders the rep organises by location, not by signature-vs-not.

Adds an "In progress" hub tab covering status IN (draft, sent,
partially_signed) for the everyday "what's in flight" view.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-10 12:12:53 +02:00
parent 4dd1fa4b24
commit 4556a03b8b
3 changed files with 144 additions and 119 deletions

View File

@@ -18,11 +18,14 @@ import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs';
import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill'; import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill';
import { EmptyState } from '@/components/ui/empty-state'; import { EmptyState } from '@/components/ui/empty-state';
import { PageHeader } from '@/components/shared/page-header'; import { PageHeader } from '@/components/shared/page-header';
import { PermissionGate } from '@/components/shared/permission-gate';
import { usePaginatedQuery } from '@/hooks/use-paginated-query'; import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation'; import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client'; import { apiFetch } from '@/lib/api/client';
import { cn } from '@/lib/utils';
import { documentsHubTabs, type DocumentsHubTab } from '@/lib/validators/documents'; import { documentsHubTabs, type DocumentsHubTab } from '@/lib/validators/documents';
import { FolderActionsMenu } from './folder-actions-menu';
import { FolderBreadcrumb } from './folder-breadcrumb';
import { FolderTreeSidebar } from './folder-tree-sidebar';
interface HubDoc { interface HubDoc {
id: string; id: string;
@@ -35,6 +38,7 @@ interface HubDoc {
interface HubCounts { interface HubCounts {
all: number; all: number;
in_progress: number;
eoi_queue: number; eoi_queue: number;
awaiting_them: number; awaiting_them: number;
awaiting_me: number; awaiting_me: number;
@@ -44,6 +48,7 @@ interface HubCounts {
const TAB_LABELS: Record<DocumentsHubTab, string> = { const TAB_LABELS: Record<DocumentsHubTab, string> = {
all: 'All', all: 'All',
in_progress: 'In progress',
eoi_queue: 'EOI queue', eoi_queue: 'EOI queue',
awaiting_them: 'Awaiting them', awaiting_them: 'Awaiting them',
awaiting_me: 'Awaiting me', awaiting_me: 'Awaiting me',
@@ -92,7 +97,9 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
const [tab, setTab] = useState<DocumentsHubTab>(initialTab); const [tab, setTab] = useState<DocumentsHubTab>(initialTab);
const [search, setSearch] = useState(''); const [search, setSearch] = useState('');
const [typeFilter, setTypeFilter] = useState<string>('all'); const [typeFilter, setTypeFilter] = useState<string>('all');
const [signatureOnly, setSignatureOnly] = useState(true); // undefined = "All documents" (no folder filter), null = root only,
// string = a specific folder id.
const [selectedFolderId, setSelectedFolderId] = useState<string | null | undefined>(undefined);
const [expandedDocId, setExpandedDocId] = useState<string | null>(null); const [expandedDocId, setExpandedDocId] = useState<string | null>(null);
const queryParams = useMemo(() => { const queryParams = useMemo(() => {
@@ -100,9 +107,11 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
params.set('tab', tab); params.set('tab', tab);
if (search) params.set('search', search); if (search) params.set('search', search);
if (typeFilter && typeFilter !== 'all') params.set('documentType', typeFilter); if (typeFilter && typeFilter !== 'all') params.set('documentType', typeFilter);
if (signatureOnly) params.set('signatureOnly', 'true'); if (selectedFolderId !== undefined) {
params.set('folderId', selectedFolderId ?? '');
}
return params; return params;
}, [tab, search, typeFilter, signatureOnly]); }, [tab, search, typeFilter, selectedFolderId]);
const { data: documents, isLoading } = usePaginatedQuery<HubDoc>({ const { data: documents, isLoading } = usePaginatedQuery<HubDoc>({
queryKey: ['documents', 'hub', queryParams.toString()], queryKey: ['documents', 'hub', queryParams.toString()],
@@ -130,6 +139,7 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
const counts: HubCounts = countsResp?.data ?? { const counts: HubCounts = countsResp?.data ?? {
all: 0, all: 0,
in_progress: 0,
eoi_queue: 0, eoi_queue: 0,
awaiting_them: 0, awaiting_them: 0,
awaiting_me: 0, awaiting_me: 0,
@@ -208,7 +218,22 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
}; };
return ( return (
<div className="flex flex-col gap-4"> <div className="flex flex-col sm:flex-row h-full">
<FolderTreeSidebar
selectedFolderId={selectedFolderId}
onSelect={setSelectedFolderId}
footer={
<PermissionGate resource="documents" action="manage_folders">
<FolderActionsMenu
selectedFolderId={selectedFolderId}
onAfterDelete={() => setSelectedFolderId(undefined)}
/>
</PermissionGate>
}
/>
<div className="flex-1 min-w-0 p-4 space-y-4">
<FolderBreadcrumb selectedFolderId={selectedFolderId} onSelect={setSelectedFolderId} />
<PageHeader <PageHeader
title="Documents" title="Documents"
description="Track signing status, chase pending signers, and audit completion." description="Track signing status, chase pending signers, and audit completion."
@@ -278,18 +303,6 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
))} ))}
</SelectContent> </SelectContent>
</Select> </Select>
<button
type="button"
onClick={() => setSignatureOnly((v) => !v)}
className={cn(
'rounded-full border px-3 py-1 text-xs transition-colors',
signatureOnly
? 'border-brand-200 bg-brand-50 text-brand-700'
: 'border-slate-200 bg-white text-muted-foreground',
)}
>
Signature-based only
</button>
</div> </div>
{isLoading ? ( {isLoading ? (
@@ -322,5 +335,6 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
<ul className="rounded-md border bg-white shadow-xs">{documents.map(renderRow)}</ul> <ul className="rounded-md border bg-white shadow-xs">{documents.map(renderRow)}</ul>
)} )}
</div> </div>
</div>
); );
} }

View File

@@ -62,6 +62,13 @@ function buildHubTabFilters(
if (!tab || tab === 'all') return filters; if (!tab || tab === 'all') return filters;
switch (tab) { switch (tab) {
case 'in_progress':
// All document types currently in-flight — the everyday "what's in flight" view.
filters.push(
inArray(documents.status, ['draft', 'sent', 'partially_signed']),
sql`${documents.status} != 'expired'`,
);
break;
case 'eoi_queue': case 'eoi_queue':
// EOI documents currently in-flight (drafted, sent, or partially signed). // EOI documents currently in-flight (drafted, sent, or partially signed).
// Used by the dedicated tab on the documents hub to triage EOI signing // Used by the dedicated tab on the documents hub to triage EOI signing
@@ -288,6 +295,7 @@ export async function listDealDocumentsForBerth(
export interface HubTabCounts { export interface HubTabCounts {
all: number; all: number;
in_progress: number;
eoi_queue: number; eoi_queue: number;
awaiting_them: number; awaiting_them: number;
awaiting_me: number; awaiting_me: number;
@@ -313,8 +321,10 @@ export async function getHubTabCounts(
return row?.count ?? 0; return row?.count ?? 0;
} }
const [all, eoi_queue, awaiting_them, awaiting_me, completed, expired] = await Promise.all([ const [all, in_progress, eoi_queue, awaiting_them, awaiting_me, completed, expired] =
await Promise.all([
tabCount('all'), tabCount('all'),
tabCount('in_progress'),
tabCount('eoi_queue'), tabCount('eoi_queue'),
tabCount('awaiting_them'), tabCount('awaiting_them'),
tabCount('awaiting_me'), tabCount('awaiting_me'),
@@ -322,7 +332,7 @@ export async function getHubTabCounts(
tabCount('expired'), tabCount('expired'),
]); ]);
return { all, eoi_queue, awaiting_them, awaiting_me, completed, expired }; return { all, in_progress, eoi_queue, awaiting_them, awaiting_me, completed, expired };
} }
// ─── Get by ID ──────────────────────────────────────────────────────────────── // ─── Get by ID ────────────────────────────────────────────────────────────────

View File

@@ -72,6 +72,7 @@ export type CreateDocumentWizardInput = z.infer<typeof createDocumentWizardSchem
export const documentsHubTabs = [ export const documentsHubTabs = [
'all', 'all',
'in_progress',
'eoi_queue', 'eoi_queue',
'awaiting_them', 'awaiting_them',
'awaiting_me', 'awaiting_me',