feat(documents): rebuild hub — root view + entity-folder view
Three rendering modes for the main panel:
- HubRootView (no folder selected): port-wide Signing + recent Files.
- EntityFolderView (system-managed entity subfolder selected):
AggregatedSection × 2 with owner-grouped subsections + per-row
"view signing details" link on signed files (heuristic: filename
starts with "signed-"; follow-up: surface signedFromDocumentId
from the aggregated API).
- FlatFolderListing (any other folder): existing search + chips + list.
Drops the signing-status tab strip (in_progress / awaiting_them / etc.)
— folders are the primary navigation now. hub-counts query removed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -2,24 +2,24 @@
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import { useMemo, useState } from 'react';
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import Link from 'next/link';
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import { useQuery } from '@tanstack/react-query';
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import { ChevronDown, ChevronRight, FileText, Plus } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import { Input } from '@/components/ui/input';
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import { cn } from '@/lib/utils';
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import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs';
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import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill';
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import { EmptyState } from '@/components/ui/empty-state';
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import { PageHeader } from '@/components/shared/page-header';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { usePaginatedQuery } from '@/hooks/use-paginated-query';
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import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
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import { apiFetch } from '@/lib/api/client';
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import { documentsHubTabs, type DocumentsHubTab } from '@/lib/validators/documents';
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import { useDocumentFolders, type FolderNode } from '@/hooks/use-document-folders';
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import type { DocumentsHubTab } from '@/lib/validators/documents';
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import { FolderActionsMenu } from './folder-actions-menu';
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import { FolderBreadcrumb } from './folder-breadcrumb';
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import { FolderTreeSidebar } from './folder-tree-sidebar';
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import { HubRootView } from './hub-root-view';
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import { EntityFolderView } from './entity-folder-view';
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interface HubDoc {
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id: string;
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@@ -30,26 +30,6 @@ interface HubDoc {
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signers?: Array<{ id: string; signerEmail: string; signerName: string; status: string }>;
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}
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interface HubCounts {
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all: number;
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in_progress: number;
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eoi_queue: number;
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awaiting_them: number;
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awaiting_me: number;
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completed: number;
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expired: number;
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}
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const TAB_LABELS: Record<DocumentsHubTab, string> = {
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all: 'All',
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in_progress: 'In progress',
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eoi_queue: 'EOI queue',
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awaiting_them: 'Awaiting them',
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awaiting_me: 'Awaiting me',
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completed: 'Completed',
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expired: 'Expired',
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};
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const TYPE_LABELS: Record<string, string> = {
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eoi: 'EOI',
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contract: 'Contract',
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@@ -87,45 +67,113 @@ interface DocumentsHubProps {
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initialTab?: DocumentsHubTab;
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}
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export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps) {
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const [tab, setTab] = useState<DocumentsHubTab>(initialTab);
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function findInTree(nodes: FolderNode[], id: string): FolderNode | null {
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for (const n of nodes) {
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if (n.id === id) return n;
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const found = findInTree(n.children, id);
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if (found) return found;
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}
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return null;
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}
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export function DocumentsHub({ portSlug }: DocumentsHubProps) {
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// undefined = "All documents" (no folder selected / hub root)
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// null = root folder only
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// string = specific folder id
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const [selectedFolderId, setSelectedFolderId] = useState<string | null | undefined>(undefined);
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const { data: tree = [] } = useDocumentFolders();
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const selectedFolder =
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typeof selectedFolderId === 'string' ? findInTree(tree, selectedFolderId) : null;
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const isEntityFolder =
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selectedFolder?.systemManaged === true &&
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selectedFolder.entityType != null &&
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selectedFolder.entityType !== 'root' &&
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selectedFolder.entityId != null;
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const handleFolderSelect = (id: string | null | undefined) => {
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setSelectedFolderId(id);
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};
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return (
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<div className="flex flex-col sm:flex-row h-full">
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<FolderTreeSidebar
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selectedFolderId={selectedFolderId}
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onSelect={handleFolderSelect}
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footer={
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<PermissionGate resource="documents" action="manage_folders">
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<FolderActionsMenu
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selectedFolderId={selectedFolderId}
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onAfterDelete={() => handleFolderSelect(undefined)}
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/>
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</PermissionGate>
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}
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/>
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<div className="flex-1 min-w-0 p-4 space-y-4">
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<FolderBreadcrumb selectedFolderId={selectedFolderId} onSelect={handleFolderSelect} />
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<PageHeader
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title="Documents"
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description="Track signing status, chase pending signers, and audit completion."
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actions={
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<Button asChild>
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<Link href={`/${portSlug}/documents/new`}>
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<Plus className="mr-1.5 h-4 w-4" />
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New document
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</Link>
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</Button>
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}
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variant="gradient"
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/>
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{selectedFolderId === undefined ? (
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<HubRootView portSlug={portSlug} />
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) : isEntityFolder ? (
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<EntityFolderView
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portSlug={portSlug}
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entityType={selectedFolder!.entityType as 'client' | 'company' | 'yacht'}
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entityId={selectedFolder!.entityId!}
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/>
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) : (
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<FlatFolderListing portSlug={portSlug} folderId={selectedFolderId} />
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)}
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</div>
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</div>
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);
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}
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// ---------------------------------------------------------------------------
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// FlatFolderListing — the original search + type-chip + document rows panel,
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// now scoped to a specific folder (or null for root-only).
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// ---------------------------------------------------------------------------
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interface FlatFolderListingProps {
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portSlug: string;
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folderId: string | null;
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}
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function FlatFolderListing({ portSlug, folderId }: FlatFolderListingProps) {
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const [search, setSearch] = useState('');
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const [typeFilter, setTypeFilter] = useState<string | undefined>(undefined);
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// undefined = "All documents" (no folder filter), null = root only,
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// string = a specific folder id.
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const [selectedFolderId, setSelectedFolderId] = useState<string | null | undefined>(undefined);
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const [expandedDocId, setExpandedDocId] = useState<string | null>(null);
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const queryParams = useMemo(() => {
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const params = new URLSearchParams();
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params.set('tab', tab);
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if (search) params.set('search', search);
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if (typeFilter) params.set('documentType', typeFilter);
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if (selectedFolderId !== undefined) {
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params.set('folderId', selectedFolderId ?? '');
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}
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// folderId null = root, string = specific folder
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params.set('folderId', folderId ?? '');
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return params;
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}, [tab, search, typeFilter, selectedFolderId]);
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}, [search, typeFilter, folderId]);
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const { data: documents, isLoading } = usePaginatedQuery<HubDoc>({
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queryKey: ['documents', 'hub', queryParams.toString()],
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queryKey: ['documents', 'hub', 'folder', queryParams.toString()],
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endpoint: `/api/v1/documents?${queryParams.toString()}`,
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filterDefinitions: [],
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});
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const { data: countsResp } = useQuery<{ data: HubCounts }>({
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queryKey: ['documents', 'hub-counts'],
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queryFn: () => apiFetch<{ data: HubCounts }>('/api/v1/documents/hub-counts'),
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staleTime: 30_000,
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});
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const { data: flagsResp } = useQuery<{ data: { showExpiredTab: boolean } }>({
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queryKey: ['documents-feature-flags'],
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queryFn: () => apiFetch('/api/v1/documents/feature-flags'),
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staleTime: 5 * 60 * 1000,
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});
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const showExpiredTab = flagsResp?.data?.showExpiredTab ?? true;
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useRealtimeInvalidation({
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'document:created': [['documents']],
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'document:updated': [['documents']],
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@@ -138,16 +186,6 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
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'document:signer:signed': [['documents']],
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});
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const counts: HubCounts = countsResp?.data ?? {
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all: 0,
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in_progress: 0,
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eoi_queue: 0,
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awaiting_them: 0,
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awaiting_me: 0,
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completed: 0,
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expired: 0,
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};
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const renderRow = (doc: HubDoc) => {
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const expanded = expandedDocId === doc.id;
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const totalSigners = doc.signers?.length ?? 0;
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@@ -218,51 +256,59 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
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);
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};
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const handleFolderSelect = (id: string | null | undefined) => {
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setSelectedFolderId(id);
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setTypeFilter(undefined);
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};
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return (
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<div className="flex flex-col sm:flex-row h-full">
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<FolderTreeSidebar
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selectedFolderId={selectedFolderId}
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onSelect={handleFolderSelect}
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footer={
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<PermissionGate resource="documents" action="manage_folders">
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<FolderActionsMenu
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selectedFolderId={selectedFolderId}
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onAfterDelete={() => handleFolderSelect(undefined)}
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/>
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</PermissionGate>
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}
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/>
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<div className="flex-1 min-w-0 p-4 space-y-4">
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<FolderBreadcrumb selectedFolderId={selectedFolderId} onSelect={handleFolderSelect} />
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<>
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<div className="flex flex-wrap items-center gap-2">
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<Input
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placeholder="Search by title..."
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value={search}
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onChange={(e) => setSearch(e.target.value)}
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className="max-w-xs h-9"
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/>
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{(() => {
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const seenTypes = Array.from(new Set(documents.map((d) => d.documentType))).sort();
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if (seenTypes.length === 0) return null;
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return (
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<div className="flex flex-wrap gap-1.5">
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<button
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type="button"
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className={cn(
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'rounded-full border px-2.5 py-0.5 text-xs',
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typeFilter === undefined ? 'bg-foreground text-background' : 'hover:bg-accent',
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)}
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onClick={() => setTypeFilter(undefined)}
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>
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All types
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</button>
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{seenTypes.map((t) => (
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<button
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type="button"
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key={t}
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className={cn(
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'rounded-full border px-2.5 py-0.5 text-xs',
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typeFilter === t ? 'bg-foreground text-background' : 'hover:bg-accent',
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)}
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onClick={() => setTypeFilter(t)}
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>
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{TYPE_LABELS[t] ?? t}
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</button>
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))}
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</div>
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);
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})()}
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</div>
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<PageHeader
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title="Documents"
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description="Track signing status, chase pending signers, and audit completion."
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kpiLine={
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<>
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<span>
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<strong className="font-semibold text-foreground tabular-nums">{counts.all}</strong>{' '}
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total
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</span>
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<span>
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<strong className="font-semibold text-foreground tabular-nums">
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{counts.awaiting_them}
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</strong>{' '}
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awaiting signers
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</span>
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<span>
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<strong className="font-semibold text-foreground tabular-nums">
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{counts.awaiting_me}
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</strong>{' '}
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awaiting you
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</span>
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</>
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}
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{isLoading ? (
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<ul className="rounded-md border bg-white">
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{[0, 1, 2, 3, 4].map((i) => (
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<li key={i} className="h-12 animate-pulse border-b last:border-b-0 bg-muted/40" />
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))}
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</ul>
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) : documents.length === 0 ? (
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<EmptyState
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icon={<FileText className="h-7 w-7" />}
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title="No documents in this folder"
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body="Create a document or move existing ones here."
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actions={
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<Button asChild>
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<Link href={`/${portSlug}/documents/new`}>
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@@ -271,102 +317,10 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
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</Link>
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</Button>
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}
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variant="gradient"
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/>
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<Tabs
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value={tab}
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onValueChange={(v) => {
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setTab(v as DocumentsHubTab);
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setTypeFilter(undefined);
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}}
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>
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<TabsList>
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{documentsHubTabs
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.filter((t) => t !== 'expired' || showExpiredTab)
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.map((t) => (
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<TabsTrigger key={t} value={t}>
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{TAB_LABELS[t]}
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{t !== 'all' && counts[t] > 0 ? (
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<span className="ml-1.5 rounded-full bg-muted px-1.5 py-0.5 text-[0.65rem] text-muted-foreground">
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{counts[t]}
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</span>
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) : null}
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</TabsTrigger>
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))}
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</TabsList>
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</Tabs>
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<div className="flex flex-wrap items-center gap-2">
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<Input
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placeholder="Search by title…"
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value={search}
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onChange={(e) => setSearch(e.target.value)}
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className="max-w-xs h-9"
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/>
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{(() => {
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const seenTypes = Array.from(new Set(documents.map((d) => d.documentType))).sort();
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if (seenTypes.length === 0) return null;
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return (
|
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<div className="flex flex-wrap gap-1.5">
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<button
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type="button"
|
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className={cn(
|
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'rounded-full border px-2.5 py-0.5 text-xs',
|
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typeFilter === undefined ? 'bg-foreground text-background' : 'hover:bg-accent',
|
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)}
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onClick={() => setTypeFilter(undefined)}
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>
|
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All types
|
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</button>
|
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{seenTypes.map((t) => (
|
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<button
|
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type="button"
|
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key={t}
|
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className={cn(
|
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'rounded-full border px-2.5 py-0.5 text-xs',
|
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typeFilter === t ? 'bg-foreground text-background' : 'hover:bg-accent',
|
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)}
|
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onClick={() => setTypeFilter(t)}
|
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>
|
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{TYPE_LABELS[t] ?? t}
|
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</button>
|
||||
))}
|
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</div>
|
||||
);
|
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})()}
|
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</div>
|
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|
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{isLoading ? (
|
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<ul className="rounded-md border bg-white">
|
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{[0, 1, 2, 3, 4].map((i) => (
|
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<li key={i} className="h-12 animate-pulse border-b last:border-b-0 bg-muted/40" />
|
||||
))}
|
||||
</ul>
|
||||
) : documents.length === 0 ? (
|
||||
<EmptyState
|
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icon={<FileText className="h-7 w-7" />}
|
||||
title={tab === 'all' ? 'No documents yet' : 'No documents match this view'}
|
||||
body={
|
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tab === 'all'
|
||||
? 'Create your first document to track signing across signers and watchers.'
|
||||
: 'Try a different tab or clear filters.'
|
||||
}
|
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actions={
|
||||
tab === 'all' ? (
|
||||
<Button asChild>
|
||||
<Link href={`/${portSlug}/documents/new`}>
|
||||
<Plus className="mr-1.5 h-4 w-4" />
|
||||
New document
|
||||
</Link>
|
||||
</Button>
|
||||
) : null
|
||||
}
|
||||
/>
|
||||
) : (
|
||||
<ul className="rounded-md border bg-white shadow-xs">{documents.map(renderRow)}</ul>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
) : (
|
||||
<ul className="rounded-md border bg-white shadow-xs">{documents.map(renderRow)}</ul>
|
||||
)}
|
||||
</>
|
||||
);
|
||||
}
|
||||
|
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102
src/components/documents/entity-folder-view.tsx
Normal file
102
src/components/documents/entity-folder-view.tsx
Normal file
@@ -0,0 +1,102 @@
|
||||
'use client';
|
||||
|
||||
import { useState } from 'react';
|
||||
import Link from 'next/link';
|
||||
import { ClipboardSignature, FileText, Eye } from 'lucide-react';
|
||||
|
||||
import { AggregatedSection } from './aggregated-section';
|
||||
import { SigningDetailsDialog } from './signing-details-dialog';
|
||||
import { useAggregatedFiles, useAggregatedWorkflows } from '@/hooks/use-aggregated-listing';
|
||||
import { StatusPill, type StatusPillStatus } from '@/components/ui/status-pill';
|
||||
import type { AggregatedWorkflow, AggregatedFile, AggregatedGroup } from '@/hooks/use-aggregated-listing';
|
||||
|
||||
interface Props {
|
||||
portSlug: string;
|
||||
entityType: 'client' | 'company' | 'yacht';
|
||||
entityId: string;
|
||||
}
|
||||
|
||||
function mapWorkflowStatus(status: string): StatusPillStatus {
|
||||
const known: Record<string, StatusPillStatus> = {
|
||||
draft: 'draft',
|
||||
sent: 'sent',
|
||||
partially_signed: 'partial',
|
||||
completed: 'completed',
|
||||
expired: 'expired',
|
||||
cancelled: 'cancelled',
|
||||
};
|
||||
return known[status] ?? 'pending';
|
||||
}
|
||||
|
||||
export function EntityFolderView({ portSlug, entityType, entityId }: Props) {
|
||||
const [detailsId, setDetailsId] = useState<string | null>(null);
|
||||
|
||||
// Hook data is the bare AggregatedGroup<T>[] array (hooks unwrap the API envelope).
|
||||
const { data: workflowGroups = [], isLoading: workflowsLoading } = useAggregatedWorkflows(
|
||||
entityType,
|
||||
entityId,
|
||||
);
|
||||
const { data: fileGroups = [], isLoading: filesLoading } = useAggregatedFiles(
|
||||
entityType,
|
||||
entityId,
|
||||
);
|
||||
|
||||
return (
|
||||
<div className="space-y-4">
|
||||
<AggregatedSection
|
||||
title="Signing in progress"
|
||||
icon={<ClipboardSignature className="h-4 w-4 text-muted-foreground" />}
|
||||
groups={workflowGroups}
|
||||
loading={workflowsLoading}
|
||||
emptyMessage="No workflows in flight for this entity."
|
||||
renderRow={(w: AggregatedWorkflow, _group: AggregatedGroup<AggregatedWorkflow>) => (
|
||||
<div className="flex items-center justify-between gap-2 text-sm">
|
||||
<Link href={`/${portSlug}/documents/${w.id}`} className="truncate hover:underline">
|
||||
{w.title}
|
||||
</Link>
|
||||
<StatusPill status={mapWorkflowStatus(w.status)}>
|
||||
{w.status.replace(/_/g, ' ')}
|
||||
</StatusPill>
|
||||
</div>
|
||||
)}
|
||||
/>
|
||||
|
||||
<AggregatedSection
|
||||
title="Files"
|
||||
icon={<FileText className="h-4 w-4 text-muted-foreground" />}
|
||||
groups={fileGroups}
|
||||
loading={filesLoading}
|
||||
emptyMessage="No files for this entity yet."
|
||||
renderRow={(f: AggregatedFile, _group: AggregatedGroup<AggregatedFile>) => {
|
||||
// Heuristic v1: auto-deposit handler (Task 7) names signed files with "signed-" prefix.
|
||||
// Follow-up: surface signedFromDocumentId from the aggregated API for a principled check.
|
||||
const isSigned = f.filename?.startsWith('signed-');
|
||||
return (
|
||||
<div className="flex items-center justify-between gap-2 text-sm">
|
||||
<span className="truncate">{f.filename}</span>
|
||||
<div className="flex items-center gap-2 text-xs text-muted-foreground tabular-nums">
|
||||
<span>{new Date(f.createdAt).toLocaleDateString('en-GB')}</span>
|
||||
{isSigned ? (
|
||||
<button
|
||||
type="button"
|
||||
className="flex items-center gap-1 text-brand hover:underline"
|
||||
onClick={() => setDetailsId(f.id)}
|
||||
>
|
||||
<Eye className="h-3 w-3" />
|
||||
view signing details
|
||||
</button>
|
||||
) : null}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}}
|
||||
/>
|
||||
|
||||
<SigningDetailsDialog
|
||||
documentId={detailsId}
|
||||
open={Boolean(detailsId)}
|
||||
onOpenChange={(open) => !open && setDetailsId(null)}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
87
src/components/documents/hub-root-view.tsx
Normal file
87
src/components/documents/hub-root-view.tsx
Normal file
@@ -0,0 +1,87 @@
|
||||
'use client';
|
||||
|
||||
import Link from 'next/link';
|
||||
import { FileText, ClipboardSignature } from 'lucide-react';
|
||||
|
||||
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
|
||||
|
||||
interface HubRootDoc {
|
||||
id: string;
|
||||
title: string;
|
||||
documentType: string;
|
||||
status: string;
|
||||
createdAt: string;
|
||||
}
|
||||
|
||||
interface HubRootFile {
|
||||
id: string;
|
||||
filename: string;
|
||||
createdAt: string;
|
||||
}
|
||||
|
||||
interface Props {
|
||||
portSlug: string;
|
||||
}
|
||||
|
||||
export function HubRootView({ portSlug }: Props) {
|
||||
const { data: workflows, isLoading: workflowsLoading } = usePaginatedQuery<HubRootDoc>({
|
||||
queryKey: ['documents', 'hub-root', 'workflows'],
|
||||
endpoint: '/api/v1/documents?tab=in_progress',
|
||||
filterDefinitions: [],
|
||||
});
|
||||
const { data: filesData, isLoading: filesLoading } = usePaginatedQuery<HubRootFile>({
|
||||
queryKey: ['files', 'hub-root'],
|
||||
endpoint: '/api/v1/files?sort=createdAt&order=desc&limit=20',
|
||||
filterDefinitions: [],
|
||||
});
|
||||
|
||||
return (
|
||||
<div className="space-y-4">
|
||||
<section className="rounded-md border bg-white">
|
||||
<h3 className="flex items-center gap-2 border-b px-3 py-2 text-sm font-semibold">
|
||||
<ClipboardSignature className="h-4 w-4 text-muted-foreground" />
|
||||
Signing in progress
|
||||
</h3>
|
||||
{workflowsLoading ? (
|
||||
<div className="p-3 text-sm text-muted-foreground">Loading...</div>
|
||||
) : workflows.length === 0 ? (
|
||||
<div className="p-3 text-sm text-muted-foreground">No workflows in flight.</div>
|
||||
) : (
|
||||
<ul className="divide-y">
|
||||
{workflows.map((w) => (
|
||||
<li key={w.id} className="px-3 py-2 text-sm">
|
||||
<Link href={`/${portSlug}/documents/${w.id}`} className="hover:underline">
|
||||
{w.title}
|
||||
</Link>
|
||||
<span className="ml-2 text-xs text-muted-foreground">{w.status}</span>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</section>
|
||||
|
||||
<section className="rounded-md border bg-white">
|
||||
<h3 className="flex items-center gap-2 border-b px-3 py-2 text-sm font-semibold">
|
||||
<FileText className="h-4 w-4 text-muted-foreground" />
|
||||
Recent files
|
||||
</h3>
|
||||
{filesLoading ? (
|
||||
<div className="p-3 text-sm text-muted-foreground">Loading...</div>
|
||||
) : filesData.length === 0 ? (
|
||||
<div className="p-3 text-sm text-muted-foreground">No files yet.</div>
|
||||
) : (
|
||||
<ul className="divide-y">
|
||||
{filesData.map((f) => (
|
||||
<li key={f.id} className="flex items-center justify-between px-3 py-2 text-sm">
|
||||
<span className="truncate">{f.filename}</span>
|
||||
<span className="text-xs text-muted-foreground tabular-nums">
|
||||
{new Date(f.createdAt).toLocaleDateString('en-GB')}
|
||||
</span>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</section>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user