feat(client): redesign detail header with action chips + condensed meta

Replaces the inline "Source · email · phone" text strip with three primary
action chips and a smaller meta line:

  Mail / Call / WhatsApp action buttons surface the most-used outbound
  contacts on a single tap. WhatsApp deep-link strips the leading + from
  the canonical E.164 number (or falls back to digit-only of the value).

  Meta line now reads "Country · Added MMM d, yyyy" using nationalityIso
  resolved through getCountryName(); date-fns formats createdAt.

  Portal Invite + GDPR Export buttons remain available but only render
  on sm+; on mobile they're reachable through the More sheet.

  Archive / Restore is now a small icon button in the top-right corner
  rather than a labeled button competing with the primary action chips.
  Destructive intent stays out of the main action flow; hover swaps to
  destructive color for archive (and stays neutral for restore).

The previous source/preferred-contact-method/preferred-language/timezone
fields no longer render in the header — they live on the Overview tab via
the inline editor pattern (see client-tabs.tsx).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-03 16:14:19 +02:00
parent 49d92234dd
commit 4767caec01

View File

@@ -2,7 +2,8 @@
import { useState } from 'react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Archive, RotateCcw, Mail, Phone } from 'lucide-react';
import { Archive, Mail, MessageCircle, Phone, RotateCcw } from 'lucide-react';
import { format } from 'date-fns';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
@@ -12,31 +13,28 @@ 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';
interface ClientDetailHeaderProps {
client: {
id: string;
fullName: string;
nationality?: string | null;
preferredContactMethod?: string | null;
preferredLanguage?: string | null;
timezone?: string | null;
source?: string | null;
sourceDetails?: string | null;
nationalityIso?: string | null;
archivedAt?: string | null;
contacts?: Array<{ channel: string; value: string; isPrimary: boolean; label?: string | null }>;
createdAt?: string;
contacts?: Array<{
channel: string;
value: string;
valueE164?: string | null;
isPrimary: boolean;
label?: string | null;
}>;
tags?: Array<{ id: string; name: string; color: string }>;
clientPortalEnabled?: boolean;
};
}
const SOURCE_LABELS: Record<string, string> = {
website: 'Website',
manual: 'Manual',
referral: 'Referral',
broker: 'Broker',
};
export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
const queryClient = useQueryClient();
const [archiveOpen, setArchiveOpen] = useState(false);
@@ -62,19 +60,34 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
});
const primaryEmail =
client.contacts?.find((c) => c.channel === 'email' && c.isPrimary) ??
client.contacts?.find((c) => c.channel === 'email');
const primaryPhone =
client.contacts?.find((c) => c.channel === 'email' && c.isPrimary)?.value ??
client.contacts?.find((c) => c.channel === 'email')?.value;
const primaryPhoneContact =
client.contacts?.find((c) => c.channel === 'phone' && c.isPrimary) ??
client.contacts?.find((c) => c.channel === 'phone');
const primaryPhone = primaryPhoneContact?.value;
// wa.me requires the E.164 number without the leading "+". Strip from the
// canonical E.164 form when available; otherwise strip non-digits from the
// display value as a best-effort fallback.
const whatsappNumber = primaryPhoneContact?.valueE164
? primaryPhoneContact.valueE164.replace(/^\+/, '')
: primaryPhoneContact?.value
? primaryPhoneContact.value.replace(/[^\d]/g, '')
: null;
const country = client.nationalityIso ? getCountryName(client.nationalityIso, 'en') : null;
const addedLabel = client.createdAt
? `Added ${format(new Date(client.createdAt), 'MMM d, yyyy')}`
: null;
const meta = [country, addedLabel].filter(Boolean) as string[];
return (
<>
<DetailHeaderStrip>
<div className="flex items-start gap-3 flex-wrap">
<div className="flex-1 min-w-0">
<div className="flex items-start gap-3">
<div className="min-w-0 flex-1 space-y-2">
<div className="flex items-center gap-2 flex-wrap">
<h1 className="hidden sm:block text-2xl font-bold text-foreground truncate">
<h1 className="truncate text-lg font-bold text-foreground sm:text-2xl">
{client.fullName}
</h1>
{isArchived && (
@@ -84,31 +97,71 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
)}
</div>
<div className="flex items-center gap-4 mt-2 flex-wrap text-sm text-muted-foreground">
{client.source && (
<span>
Source:{' '}
<span className="text-foreground">
{SOURCE_LABELS[client.source] ?? client.source}
</span>
</span>
)}
{primaryEmail && (
<span className="flex items-center gap-1">
<Mail className="h-3.5 w-3.5" />
{primaryEmail.value}
</span>
)}
{primaryPhone && (
<span className="flex items-center gap-1">
<Phone className="h-3.5 w-3.5" />
{primaryPhone.value}
</span>
)}
{meta.length > 0 ? (
<p className="text-xs text-muted-foreground sm:text-sm">{meta.join(' · ')}</p>
) : null}
<div className="flex flex-wrap items-center gap-1.5 pt-1">
{primaryEmail ? (
<Button
asChild
variant="outline"
size="sm"
className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
>
<a href={`mailto:${primaryEmail}`} aria-label={`Email ${primaryEmail}`}>
<Mail />
Email
</a>
</Button>
) : null}
{primaryPhone ? (
<Button
asChild
variant="outline"
size="sm"
className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
>
<a href={`tel:${primaryPhone}`} aria-label={`Call ${primaryPhone}`}>
<Phone />
Call
</a>
</Button>
) : null}
{whatsappNumber ? (
<Button
asChild
variant="outline"
size="sm"
className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
>
<a
href={`https://wa.me/${whatsappNumber}`}
target="_blank"
rel="noopener noreferrer"
aria-label={`Message ${primaryPhone} on WhatsApp`}
>
<MessageCircle />
WhatsApp
</a>
</Button>
) : null}
{!isArchived && client.clientPortalEnabled !== false ? (
<div className="hidden sm:inline-flex">
<PortalInviteButton
clientId={client.id}
clientName={client.fullName}
defaultEmail={primaryEmail}
/>
</div>
) : null}
<div className="hidden sm:inline-flex">
<GdprExportButton clientId={client.id} />
</div>
</div>
{client.tags && client.tags.length > 0 && (
<div className="flex flex-wrap gap-1 mt-2">
<div className="flex flex-wrap gap-1">
{client.tags.map((tag) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
@@ -116,34 +169,21 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
)}
</div>
{/* Actions */}
<div className="flex flex-wrap items-center gap-2">
{!isArchived && client.clientPortalEnabled !== false && (
<PortalInviteButton
clientId={client.id}
clientName={client.fullName}
defaultEmail={primaryEmail?.value}
/>
{/* Top-right: archive/restore as a small icon button — destructive
action sits out of the primary action flow. */}
<button
type="button"
onClick={() => setArchiveOpen(true)}
aria-label={isArchived ? 'Restore client' : 'Archive client'}
title={isArchived ? 'Restore client' : 'Archive client'}
className={cn(
'shrink-0 rounded-md p-1.5 text-muted-foreground/70 transition-colors',
'hover:bg-foreground/5 hover:text-foreground',
isArchived ? 'hover:text-foreground' : 'hover:text-destructive',
)}
<GdprExportButton clientId={client.id} />
<Button
variant={isArchived ? 'outline' : 'outline'}
size="sm"
onClick={() => setArchiveOpen(true)}
>
{isArchived ? (
<>
<RotateCcw className="mr-1.5 h-3.5 w-3.5" />
Restore
</>
) : (
<>
<Archive className="mr-1.5 h-3.5 w-3.5" />
Archive
</>
)}
</Button>
</div>
>
{isArchived ? <RotateCcw className="size-4" /> : <Archive className="size-4" />}
</button>
</div>
</DetailHeaderStrip>