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:
Matt Ciaccio
2026-05-06 19:26:28 +02:00
parent 1ae5d88af4
commit 472c12280b
2 changed files with 295 additions and 37 deletions

View File

@@ -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()}
/>
)}
</>
);
}

View 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>
);
}