feat(client-archive): smart-restore wizard with auto/opt-in/locked sections
Replaces the simple confirm-restore dialog with a wizard that reads the persisted archive_metadata via /restore-dossier and surfaces: - auto-reversed (e.g. berth still available → re-attached on restore) - opt-in to undo (e.g. berth now under offer to another client) - locked (e.g. yacht transferred and new owner has active interests) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1,19 +1,20 @@
|
||||
'use client';
|
||||
|
||||
import { useRouter } from 'next/navigation';
|
||||
import { useState } from 'react';
|
||||
import { useMutation, useQueryClient } from '@tanstack/react-query';
|
||||
import { Archive, Mail, MessageCircle, Phone, RotateCcw } from 'lucide-react';
|
||||
import { Archive, Mail, MessageCircle, Phone, RotateCcw, Trash2 } from 'lucide-react';
|
||||
import { format } from 'date-fns';
|
||||
|
||||
import { Button } from '@/components/ui/button';
|
||||
import { Badge } from '@/components/ui/badge';
|
||||
import { TagBadge } from '@/components/shared/tag-badge';
|
||||
import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
|
||||
import { PermissionGate } from '@/components/shared/permission-gate';
|
||||
import { SmartArchiveDialog } from '@/components/clients/smart-archive-dialog';
|
||||
import { SmartRestoreDialog } from '@/components/clients/smart-restore-dialog';
|
||||
import { HardDeleteDialog } from '@/components/clients/hard-delete-dialog';
|
||||
import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
|
||||
import { PortalInviteButton } from '@/components/clients/portal-invite-button';
|
||||
import { GdprExportButton } from '@/components/clients/gdpr-export-button';
|
||||
import { apiFetch } from '@/lib/api/client';
|
||||
import { cn } from '@/lib/utils';
|
||||
import { getCountryName } from '@/lib/i18n/countries';
|
||||
|
||||
@@ -37,20 +38,12 @@ interface ClientDetailHeaderProps {
|
||||
}
|
||||
|
||||
export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
|
||||
const queryClient = useQueryClient();
|
||||
const router = useRouter();
|
||||
const [archiveOpen, setArchiveOpen] = useState(false);
|
||||
const [hardDeleteOpen, setHardDeleteOpen] = useState(false);
|
||||
|
||||
const isArchived = !!client.archivedAt;
|
||||
|
||||
const restoreMutation = useMutation({
|
||||
mutationFn: () => apiFetch(`/api/v1/clients/${client.id}/restore`, { method: 'POST' }),
|
||||
onSuccess: () => {
|
||||
queryClient.invalidateQueries({ queryKey: ['clients', client.id] });
|
||||
queryClient.invalidateQueries({ queryKey: ['clients'] });
|
||||
setArchiveOpen(false);
|
||||
},
|
||||
});
|
||||
|
||||
const primaryEmail =
|
||||
client.contacts?.find((c) => c.channel === 'email' && c.isPrimary)?.value ??
|
||||
client.contacts?.find((c) => c.channel === 'email')?.value;
|
||||
@@ -161,8 +154,23 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Top-right: archive/restore as a small icon button - destructive
|
||||
action sits out of the primary action flow. */}
|
||||
{/* Top-right: archive/restore + (for archived clients with the
|
||||
right perm) permanently-delete. Destructive actions sit out
|
||||
of the primary action flow. */}
|
||||
<div className="flex items-start gap-1">
|
||||
{isArchived && (
|
||||
<PermissionGate resource="admin" action="permanently_delete_clients">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setHardDeleteOpen(true)}
|
||||
aria-label="Permanently delete client"
|
||||
title="Permanently delete client"
|
||||
className="shrink-0 rounded-md p-1.5 text-muted-foreground/70 transition-colors hover:bg-destructive/10 hover:text-destructive"
|
||||
>
|
||||
<Trash2 className="size-4" />
|
||||
</button>
|
||||
</PermissionGate>
|
||||
)}
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setArchiveOpen(true)}
|
||||
@@ -177,20 +185,15 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
|
||||
{isArchived ? <RotateCcw className="size-4" /> : <Archive className="size-4" />}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</DetailHeaderStrip>
|
||||
|
||||
{/* Restore flow keeps the simple confirm dialog (the smart restore
|
||||
wizard ships in a follow-on commit). Archive uses the new smart
|
||||
dialog with the dossier + per-section decisions. */}
|
||||
{isArchived ? (
|
||||
<ArchiveConfirmDialog
|
||||
<SmartRestoreDialog
|
||||
open={archiveOpen}
|
||||
onOpenChange={setArchiveOpen}
|
||||
entityName={client.fullName}
|
||||
entityType="Client"
|
||||
isArchived
|
||||
onConfirm={() => restoreMutation.mutate()}
|
||||
isLoading={restoreMutation.isPending}
|
||||
clientId={client.id}
|
||||
clientName={client.fullName}
|
||||
/>
|
||||
) : (
|
||||
<SmartArchiveDialog
|
||||
@@ -200,6 +203,16 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
|
||||
clientName={client.fullName}
|
||||
/>
|
||||
)}
|
||||
|
||||
{isArchived && (
|
||||
<HardDeleteDialog
|
||||
open={hardDeleteOpen}
|
||||
onOpenChange={setHardDeleteOpen}
|
||||
clientId={client.id}
|
||||
clientName={client.fullName}
|
||||
onDeleted={() => router.back()}
|
||||
/>
|
||||
)}
|
||||
</>
|
||||
);
|
||||
}
|
||||
|
||||
245
src/components/clients/smart-restore-dialog.tsx
Normal file
245
src/components/clients/smart-restore-dialog.tsx
Normal file
@@ -0,0 +1,245 @@
|
||||
'use client';
|
||||
|
||||
import { useEffect, useMemo, useState } from 'react';
|
||||
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
|
||||
import {
|
||||
AlertTriangle,
|
||||
Anchor,
|
||||
CheckCircle2,
|
||||
FileText,
|
||||
Loader2,
|
||||
Lock,
|
||||
Ship,
|
||||
Wrench,
|
||||
} from 'lucide-react';
|
||||
import { toast } from 'sonner';
|
||||
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
DialogDescription,
|
||||
DialogFooter,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
} from '@/components/ui/dialog';
|
||||
import { Button } from '@/components/ui/button';
|
||||
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
|
||||
import { Checkbox } from '@/components/ui/checkbox';
|
||||
import { apiFetch } from '@/lib/api/client';
|
||||
|
||||
interface RestoreReversal {
|
||||
id: string;
|
||||
kind: string;
|
||||
refId: string;
|
||||
label: string;
|
||||
reason: string;
|
||||
}
|
||||
interface LockedReversal extends RestoreReversal {
|
||||
lockReason: string;
|
||||
}
|
||||
interface RestoreDossier {
|
||||
client: { id: string; fullName: string; portId: string };
|
||||
autoReversible: RestoreReversal[];
|
||||
reversibleWithPrompt: RestoreReversal[];
|
||||
locked: LockedReversal[];
|
||||
}
|
||||
|
||||
interface Props {
|
||||
open: boolean;
|
||||
onOpenChange: (next: boolean) => void;
|
||||
clientId: string;
|
||||
clientName: string;
|
||||
onSuccess?: () => void;
|
||||
}
|
||||
|
||||
function iconFor(kind: string) {
|
||||
if (kind.startsWith('berth_')) return <Anchor className="h-3 w-3" />;
|
||||
if (kind.startsWith('yacht_')) return <Ship className="h-3 w-3" />;
|
||||
if (kind.startsWith('documenso_')) return <FileText className="h-3 w-3" />;
|
||||
return <Wrench className="h-3 w-3" />;
|
||||
}
|
||||
|
||||
export function SmartRestoreDialog({ open, onOpenChange, clientId, clientName, onSuccess }: Props) {
|
||||
const qc = useQueryClient();
|
||||
|
||||
const dossierQuery = useQuery({
|
||||
queryKey: ['client-restore-dossier', clientId],
|
||||
queryFn: () =>
|
||||
apiFetch<{ data: RestoreDossier }>(`/api/v1/clients/${clientId}/restore-dossier`),
|
||||
enabled: open,
|
||||
});
|
||||
|
||||
const dossier = dossierQuery.data?.data;
|
||||
|
||||
const [selected, setSelected] = useState<Record<string, boolean>>({});
|
||||
|
||||
useEffect(() => {
|
||||
if (!open || !dossier) return;
|
||||
setSelected({});
|
||||
}, [open, dossier]);
|
||||
|
||||
const restoreMutation = useMutation({
|
||||
mutationFn: () => {
|
||||
const applyReversals = Object.entries(selected)
|
||||
.filter(([, v]) => v)
|
||||
.map(([k]) => k);
|
||||
return apiFetch<{
|
||||
data: { autoReversed: number; promptedReversed: number; lockedSkipped: number };
|
||||
}>(`/api/v1/clients/${clientId}/restore`, {
|
||||
method: 'POST',
|
||||
body: { applyReversals },
|
||||
});
|
||||
},
|
||||
onSuccess: (res) => {
|
||||
const d = res.data;
|
||||
const parts: string[] = [];
|
||||
if (d.autoReversed > 0) parts.push(`${d.autoReversed} auto-reversed`);
|
||||
if (d.promptedReversed > 0) parts.push(`${d.promptedReversed} re-applied`);
|
||||
if (d.lockedSkipped > 0) parts.push(`${d.lockedSkipped} locked`);
|
||||
toast.success(`${clientName} restored${parts.length > 0 ? ` (${parts.join(', ')})` : ''}.`);
|
||||
qc.invalidateQueries({ queryKey: ['clients'] });
|
||||
qc.invalidateQueries({ queryKey: ['clients', clientId] });
|
||||
qc.invalidateQueries({ queryKey: ['berths'] });
|
||||
qc.invalidateQueries({ queryKey: ['interests'] });
|
||||
onOpenChange(false);
|
||||
onSuccess?.();
|
||||
},
|
||||
onError: (err: unknown) => {
|
||||
toast.error(err instanceof Error ? err.message : 'Restore failed');
|
||||
},
|
||||
});
|
||||
|
||||
const nothingToShow = useMemo(
|
||||
() =>
|
||||
!!dossier &&
|
||||
dossier.autoReversible.length === 0 &&
|
||||
dossier.reversibleWithPrompt.length === 0 &&
|
||||
dossier.locked.length === 0,
|
||||
[dossier],
|
||||
);
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={onOpenChange}>
|
||||
<DialogContent className="sm:max-w-2xl">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Restore {clientName}</DialogTitle>
|
||||
<DialogDescription>
|
||||
Review what was changed at archive time and decide which changes to undo. The client
|
||||
record itself will always be un-archived.
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
{dossierQuery.isLoading ? (
|
||||
<div className="py-8 text-center text-sm text-muted-foreground">
|
||||
<Loader2 className="h-5 w-5 animate-spin mx-auto mb-2" />
|
||||
Loading restore dossier…
|
||||
</div>
|
||||
) : dossierQuery.error || !dossier ? (
|
||||
<div className="py-8 text-center text-sm text-red-600">
|
||||
Failed to load dossier:{' '}
|
||||
{dossierQuery.error instanceof Error ? dossierQuery.error.message : 'unknown error'}
|
||||
</div>
|
||||
) : nothingToShow ? (
|
||||
<div className="py-6 text-center text-sm text-muted-foreground">
|
||||
No tracked archive changes to review. The client will simply be un-archived.
|
||||
</div>
|
||||
) : (
|
||||
<div className="space-y-3 max-h-[60vh] overflow-y-auto pr-1">
|
||||
{dossier.autoReversible.length > 0 && (
|
||||
<Card className="border-emerald-300 bg-emerald-50">
|
||||
<CardHeader className="pb-2">
|
||||
<CardTitle className="text-sm font-medium text-emerald-900 flex items-center gap-2">
|
||||
<CheckCircle2 className="h-4 w-4" /> Auto-reversed (
|
||||
{dossier.autoReversible.length})
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent className="text-xs space-y-1.5 text-emerald-900">
|
||||
{dossier.autoReversible.map((r) => (
|
||||
<div key={r.id} className="flex items-start gap-2">
|
||||
<span className="mt-0.5">{iconFor(r.kind)}</span>
|
||||
<span>
|
||||
<span className="font-medium">{r.label}</span> — {r.reason}
|
||||
</span>
|
||||
</div>
|
||||
))}
|
||||
</CardContent>
|
||||
</Card>
|
||||
)}
|
||||
|
||||
{dossier.reversibleWithPrompt.length > 0 && (
|
||||
<Card className="border-amber-300 bg-amber-50">
|
||||
<CardHeader className="pb-2">
|
||||
<CardTitle className="text-sm font-medium text-amber-900 flex items-center gap-2">
|
||||
<AlertTriangle className="h-4 w-4" /> Opt-in to undo (
|
||||
{dossier.reversibleWithPrompt.length})
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent className="text-xs space-y-2 text-amber-900">
|
||||
{dossier.reversibleWithPrompt.map((r) => (
|
||||
<label
|
||||
key={r.id}
|
||||
className="flex items-start gap-2 cursor-pointer rounded p-1 -mx-1 hover:bg-amber-100"
|
||||
>
|
||||
<Checkbox
|
||||
checked={!!selected[r.id]}
|
||||
onCheckedChange={(v) =>
|
||||
setSelected((prev) => ({ ...prev, [r.id]: v === true }))
|
||||
}
|
||||
className="mt-0.5"
|
||||
/>
|
||||
<span className="flex-1">
|
||||
<span className="flex items-center gap-1.5 font-medium">
|
||||
{iconFor(r.kind)} {r.label}
|
||||
</span>
|
||||
<span className="text-xs">{r.reason}</span>
|
||||
</span>
|
||||
</label>
|
||||
))}
|
||||
</CardContent>
|
||||
</Card>
|
||||
)}
|
||||
|
||||
{dossier.locked.length > 0 && (
|
||||
<Card className="border-slate-300 bg-slate-50">
|
||||
<CardHeader className="pb-2">
|
||||
<CardTitle className="text-sm font-medium text-slate-900 flex items-center gap-2">
|
||||
<Lock className="h-4 w-4" /> Cannot be undone ({dossier.locked.length})
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent className="text-xs space-y-1.5 text-slate-700">
|
||||
{dossier.locked.map((r) => (
|
||||
<div key={r.id} className="flex items-start gap-2">
|
||||
<span className="mt-0.5">{iconFor(r.kind)}</span>
|
||||
<span>
|
||||
<span className="font-medium">{r.label}</span> — {r.reason}.{' '}
|
||||
<span className="italic">{r.lockReason}</span>
|
||||
</span>
|
||||
</div>
|
||||
))}
|
||||
</CardContent>
|
||||
</Card>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<DialogFooter>
|
||||
<Button variant="outline" onClick={() => onOpenChange(false)}>
|
||||
Cancel
|
||||
</Button>
|
||||
<Button
|
||||
onClick={() => restoreMutation.mutate()}
|
||||
disabled={!dossier || restoreMutation.isPending}
|
||||
>
|
||||
{restoreMutation.isPending ? (
|
||||
<>
|
||||
<Loader2 className="h-4 w-4 animate-spin mr-1.5" /> Restoring…
|
||||
</>
|
||||
) : (
|
||||
'Restore client'
|
||||
)}
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user