Initial commit: Port Nimara CRM (Layers 0-4)
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Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-03-26 11:52:51 +01:00
commit 67d7e6e3d5
572 changed files with 86496 additions and 0 deletions

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'use client';
import Link from 'next/link';
import { format } from 'date-fns';
import { MoreHorizontal, Pencil, Archive } from 'lucide-react';
import type { ColumnDef } from '@tanstack/react-table';
import { Button } from '@/components/ui/button';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuTrigger,
} from '@/components/ui/dropdown-menu';
import { Badge } from '@/components/ui/badge';
import { TagBadge } from '@/components/shared/tag-badge';
export interface ClientRow {
id: string;
fullName: string;
companyName: string | null;
source: string | null;
archivedAt: string | null;
createdAt: string;
contacts?: Array<{ channel: string; value: string; isPrimary: boolean }>;
tags?: Array<{ id: string; name: string; color: string }>;
}
const SOURCE_LABELS: Record<string, string> = {
website: 'Website',
manual: 'Manual',
referral: 'Referral',
broker: 'Broker',
};
interface GetColumnsOptions {
portSlug: string;
onEdit: (client: ClientRow) => void;
onArchive: (client: ClientRow) => void;
}
export function getClientColumns({
portSlug,
onEdit,
onArchive,
}: GetColumnsOptions): ColumnDef<ClientRow, unknown>[] {
return [
{
id: 'fullName',
accessorKey: 'fullName',
header: 'Name',
cell: ({ row }) => (
<Link
href={`/${portSlug}/clients/${row.original.id}`}
className="font-medium text-primary hover:underline"
onClick={(e) => e.stopPropagation()}
>
{row.original.fullName}
</Link>
),
},
{
id: 'companyName',
accessorKey: 'companyName',
header: 'Company',
cell: ({ getValue }) => (
<span className="text-muted-foreground">{(getValue() as string | null) ?? '—'}</span>
),
},
{
id: 'primaryContact',
header: 'Primary Contact',
enableSorting: false,
cell: ({ row }) => {
const primary = row.original.contacts?.find((c) => c.isPrimary);
if (!primary) return <span className="text-muted-foreground"></span>;
return (
<span className="text-sm">
<span className="text-muted-foreground capitalize">{primary.channel}: </span>
{primary.value}
</span>
);
},
},
{
id: 'source',
accessorKey: 'source',
header: 'Source',
cell: ({ getValue }) => {
const source = getValue() as string | null;
if (!source) return <span className="text-muted-foreground"></span>;
return (
<Badge variant="outline" className="capitalize text-xs">
{SOURCE_LABELS[source] ?? source}
</Badge>
);
},
},
{
id: 'tags',
header: 'Tags',
enableSorting: false,
cell: ({ row }) => {
const clientTags = row.original.tags ?? [];
if (clientTags.length === 0) return <span className="text-muted-foreground"></span>;
return (
<div className="flex flex-wrap gap-1">
{clientTags.slice(0, 3).map((tag) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
{clientTags.length > 3 && (
<Badge variant="secondary" className="text-xs">
+{clientTags.length - 3}
</Badge>
)}
</div>
);
},
},
{
id: 'createdAt',
accessorKey: 'createdAt',
header: 'Created',
cell: ({ getValue }) => (
<span className="text-muted-foreground text-sm">
{format(new Date(getValue() as string), 'MMM d, yyyy')}
</span>
),
},
{
id: 'actions',
header: '',
enableSorting: false,
size: 48,
cell: ({ row }) => (
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="ghost"
size="icon"
className="h-7 w-7"
onClick={(e) => e.stopPropagation()}
>
<MoreHorizontal className="h-4 w-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem onClick={() => onEdit(row.original)}>
<Pencil className="mr-2 h-3.5 w-3.5" />
Edit
</DropdownMenuItem>
<DropdownMenuItem
className="text-destructive"
onClick={() => onArchive(row.original)}
>
<Archive className="mr-2 h-3.5 w-3.5" />
Archive
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
),
},
];
}

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'use client';
import { useState } from 'react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Pencil, Archive, RotateCcw, Mail, Phone } from 'lucide-react';
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 { ClientForm } from '@/components/clients/client-form';
import { apiFetch } from '@/lib/api/client';
interface ClientDetailHeaderProps {
client: {
id: string;
fullName: string;
companyName?: string | null;
nationality?: string | null;
isProxy?: boolean;
proxyType?: string | null;
actualOwnerName?: string | null;
yachtName?: string | null;
berthSizeDesired?: string | null;
preferredContactMethod?: string | null;
preferredLanguage?: string | null;
timezone?: string | null;
source?: string | null;
sourceDetails?: string | null;
archivedAt?: string | null;
contacts?: Array<{ channel: string; value: string; isPrimary: boolean; label?: string | null }>;
tags?: Array<{ id: string; name: string; color: string }>;
};
}
const SOURCE_LABELS: Record<string, string> = {
website: 'Website',
manual: 'Manual',
referral: 'Referral',
broker: 'Broker',
};
export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
const queryClient = useQueryClient();
const [editOpen, setEditOpen] = useState(false);
const [archiveOpen, setArchiveOpen] = useState(false);
const isArchived = !!client.archivedAt;
const archiveMutation = useMutation({
mutationFn: () =>
apiFetch(`/api/v1/clients/${client.id}`, { method: 'DELETE' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['clients', client.id] });
queryClient.invalidateQueries({ queryKey: ['clients'] });
setArchiveOpen(false);
},
});
const restoreMutation = useMutation({
mutationFn: () =>
apiFetch(`/api/v1/clients/${client.id}/restore`, { method: 'POST' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['clients', client.id] });
queryClient.invalidateQueries({ queryKey: ['clients'] });
setArchiveOpen(false);
},
});
const primaryContact = client.contacts?.find((c) => c.isPrimary);
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 === 'phone' && c.isPrimary)
?? client.contacts?.find((c) => c.channel === 'phone');
return (
<>
<div className="space-y-3">
<div className="flex items-start gap-3 flex-wrap">
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 flex-wrap">
<h1 className="text-2xl font-bold text-foreground truncate">
{client.fullName}
</h1>
{isArchived && (
<Badge variant="secondary" className="text-xs">Archived</Badge>
)}
{client.isProxy && (
<Badge variant="outline" className="text-xs capitalize">
Proxy {client.proxyType ? `(${client.proxyType.replace('_', ' ')})` : ''}
</Badge>
)}
</div>
{client.companyName && (
<p className="text-muted-foreground mt-0.5">{client.companyName}</p>
)}
<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>
)}
</div>
{client.tags && client.tags.length > 0 && (
<div className="flex flex-wrap gap-1 mt-2">
{client.tags.map((tag) => (
<TagBadge key={tag.id} name={tag.name} color={tag.color} />
))}
</div>
)}
</div>
{/* Actions */}
<div className="flex items-center gap-2">
<Button
variant="outline"
size="sm"
onClick={() => setEditOpen(true)}
>
<Pencil className="mr-1.5 h-3.5 w-3.5" />
Edit
</Button>
<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>
</div>
</div>
<ClientForm
open={editOpen}
onOpenChange={setEditOpen}
client={client as any}
/>
<ArchiveConfirmDialog
open={archiveOpen}
onOpenChange={setArchiveOpen}
entityName={client.fullName}
entityType="Client"
isArchived={isArchived}
onConfirm={() => {
if (isArchived) {
restoreMutation.mutate();
} else {
archiveMutation.mutate();
}
}}
isLoading={archiveMutation.isPending || restoreMutation.isPending}
/>
</>
);
}

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'use client';
import { useQuery } from '@tanstack/react-query';
import { useParams } from 'next/navigation';
import { DetailLayout } from '@/components/shared/detail-layout';
import { ClientDetailHeader } from '@/components/clients/client-detail-header';
import { getClientTabs } from '@/components/clients/client-tabs';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client';
interface ClientData {
id: string;
portId: string;
fullName: string;
companyName: string | null;
nationality: string | null;
isProxy: boolean;
proxyType: string | null;
actualOwnerName: string | null;
yachtName: string | null;
yachtLengthFt: string | null;
yachtWidthFt: string | null;
yachtDraftFt: string | null;
yachtLengthM: string | null;
yachtWidthM: string | null;
yachtDraftM: string | null;
berthSizeDesired: string | null;
preferredContactMethod: string | null;
preferredLanguage: string | null;
timezone: string | null;
source: string | null;
sourceDetails: string | null;
archivedAt: string | null;
createdAt: string;
updatedAt: string;
contacts: Array<{
id: string;
channel: string;
value: string;
label: string | null;
isPrimary: boolean;
notes: string | null;
}>;
tags: Array<{
id: string;
name: string;
color: string;
}>;
}
interface ClientDetailProps {
clientId: string;
currentUserId?: string;
}
export function ClientDetail({ clientId, currentUserId }: ClientDetailProps) {
const { data, isLoading } = useQuery<ClientData>({
queryKey: ['clients', clientId],
queryFn: () =>
apiFetch<{ data: ClientData }>(`/api/v1/clients/${clientId}`).then((r) => r.data),
});
useRealtimeInvalidation({
'client:updated': [['clients', clientId]],
'client:archived': [['clients', clientId]],
'client:restored': [['clients', clientId]],
});
const tabs = data
? getClientTabs({ clientId, currentUserId, client: data })
: [];
return (
<DetailLayout
header={data ? <ClientDetailHeader client={data} /> : null}
tabs={tabs}
defaultTab="overview"
isLoading={isLoading}
/>
);
}

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'use client';
import { useState } from 'react';
import { useQueryClient } from '@tanstack/react-query';
import { FileGrid } from '@/components/files/file-grid';
import { FileUploadZone } from '@/components/files/file-upload-zone';
import { FilePreviewDialog } from '@/components/files/file-preview-dialog';
import { PermissionGate } from '@/components/shared/permission-gate';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client';
import type { FileRow } from '@/components/files/file-grid';
interface ClientFilesTabProps {
clientId: string;
}
export function ClientFilesTab({ clientId }: ClientFilesTabProps) {
const queryClient = useQueryClient();
const [previewFile, setPreviewFile] = useState<FileRow | null>(null);
const { data, isLoading } = usePaginatedQuery<FileRow>({
queryKey: ['files', { clientId }],
endpoint: `/api/v1/files?clientId=${encodeURIComponent(clientId)}`,
filterDefinitions: [],
});
useRealtimeInvalidation({
'file:uploaded': [['files', { clientId }]],
'file:updated': [['files', { clientId }]],
'file:deleted': [['files', { clientId }]],
});
const handleDownload = async (file: FileRow) => {
try {
const res = await apiFetch<{ data: { url: string; filename: string } }>(
`/api/v1/files/${file.id}/download`,
);
const a = document.createElement('a');
a.href = res.data.url;
a.download = res.data.filename;
a.click();
} catch {
// silent
}
};
const handleDelete = async (file: FileRow) => {
if (!confirm(`Delete "${file.filename}"? This cannot be undone.`)) return;
try {
await apiFetch(`/api/v1/files/${file.id}`, { method: 'DELETE' });
queryClient.invalidateQueries({ queryKey: ['files', { clientId }] });
} catch {
// silent
}
};
return (
<div className="space-y-4">
<PermissionGate resource="files" action="upload">
<FileUploadZone
clientId={clientId}
onUploadComplete={() => {
queryClient.invalidateQueries({ queryKey: ['files', { clientId }] });
}}
/>
</PermissionGate>
<FileGrid
files={data}
onDownload={handleDownload}
onPreview={setPreviewFile}
onRename={() => {}}
onDelete={handleDelete}
isLoading={isLoading}
/>
<FilePreviewDialog
open={!!previewFile}
onOpenChange={(open) => !open && setPreviewFile(null)}
fileId={previewFile?.id}
fileName={previewFile?.filename}
mimeType={previewFile?.mimeType ?? undefined}
/>
</div>
);
}

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import type { FilterDefinition } from '@/components/shared/filter-bar';
export const clientFilterDefinitions: FilterDefinition[] = [
{
key: 'search',
label: 'Search',
type: 'text',
placeholder: 'Search by name or company...',
},
{
key: 'source',
label: 'Source',
type: 'select',
options: [
{ label: 'Website', value: 'website' },
{ label: 'Manual', value: 'manual' },
{ label: 'Referral', value: 'referral' },
{ label: 'Broker', value: 'broker' },
],
},
{
key: 'nationality',
label: 'Nationality',
type: 'text',
placeholder: 'Filter by nationality...',
},
{
key: 'isProxy',
label: 'Proxy Client',
type: 'boolean',
},
{
key: 'includeArchived',
label: 'Include Archived',
type: 'boolean',
},
];

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'use client';
import { useEffect } from 'react';
import { useForm, useFieldArray } from 'react-hook-form';
import { zodResolver } from '@hookform/resolvers/zod';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Plus, Trash2, Loader2 } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import {
Sheet,
SheetContent,
SheetHeader,
SheetTitle,
SheetFooter,
} from '@/components/ui/sheet';
import { Checkbox } from '@/components/ui/checkbox';
import { Separator } from '@/components/ui/separator';
import { TagPicker } from '@/components/shared/tag-picker';
import { apiFetch } from '@/lib/api/client';
import { createClientSchema, type CreateClientInput } from '@/lib/validators/clients';
interface ClientFormProps {
open: boolean;
onOpenChange: (open: boolean) => void;
/** If provided, form is in edit mode */
client?: {
id: string;
fullName: string;
companyName?: string | null;
nationality?: string | null;
isProxy?: boolean;
proxyType?: string | null;
actualOwnerName?: string | null;
yachtName?: string | null;
berthSizeDesired?: string | null;
preferredContactMethod?: string | null;
preferredLanguage?: string | null;
timezone?: string | null;
source?: string | null;
sourceDetails?: string | null;
contacts?: Array<{
channel: string;
value: string;
label?: string | null;
isPrimary?: boolean;
}>;
tags?: Array<{ id: string }>;
};
}
export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
const queryClient = useQueryClient();
const isEdit = !!client;
const {
register,
handleSubmit,
control,
watch,
setValue,
reset,
formState: { errors, isSubmitting },
} = useForm<CreateClientInput>({
resolver: zodResolver(createClientSchema),
defaultValues: {
fullName: '',
contacts: [{ channel: 'email', value: '', isPrimary: true }],
isProxy: false,
tagIds: [],
},
});
const { fields, append, remove } = useFieldArray({ control, name: 'contacts' });
const isProxy = watch('isProxy');
const tagIds = watch('tagIds') ?? [];
// Populate form when editing
useEffect(() => {
if (client && open) {
reset({
fullName: client.fullName,
companyName: client.companyName ?? undefined,
nationality: client.nationality ?? undefined,
isProxy: client.isProxy ?? false,
proxyType: client.proxyType ?? undefined,
actualOwnerName: client.actualOwnerName ?? undefined,
yachtName: client.yachtName ?? undefined,
berthSizeDesired: client.berthSizeDesired ?? undefined,
preferredContactMethod: (client.preferredContactMethod as any) ?? undefined,
preferredLanguage: client.preferredLanguage ?? undefined,
timezone: client.timezone ?? undefined,
source: (client.source as any) ?? undefined,
sourceDetails: client.sourceDetails ?? undefined,
contacts:
client.contacts && client.contacts.length > 0
? client.contacts.map((c) => ({
channel: c.channel as any,
value: c.value,
label: c.label ?? undefined,
isPrimary: c.isPrimary ?? false,
}))
: [{ channel: 'email', value: '', isPrimary: true }],
tagIds: client.tags?.map((t) => t.id) ?? [],
});
} else if (!client && open) {
reset({
fullName: '',
contacts: [{ channel: 'email', value: '', isPrimary: true }],
isProxy: false,
tagIds: [],
});
}
}, [client, open, reset]);
const mutation = useMutation({
mutationFn: async (data: CreateClientInput) => {
if (isEdit) {
const { contacts, tagIds: tIds, ...rest } = data;
await apiFetch(`/api/v1/clients/${client!.id}`, { method: 'PATCH', body: rest });
if (tIds) {
await apiFetch(`/api/v1/clients/${client!.id}/tags`, {
method: 'PUT',
body: { tagIds: tIds },
});
}
} else {
await apiFetch('/api/v1/clients', { method: 'POST', body: data });
}
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['clients'] });
onOpenChange(false);
},
});
return (
<Sheet open={open} onOpenChange={onOpenChange}>
<SheetContent className="w-full sm:max-w-2xl overflow-y-auto">
<SheetHeader>
<SheetTitle>{isEdit ? 'Edit Client' : 'New Client'}</SheetTitle>
</SheetHeader>
<form
onSubmit={handleSubmit((data) => mutation.mutate(data))}
className="space-y-6 py-6"
>
{/* Basic Info */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Basic Information
</h3>
<div className="grid grid-cols-2 gap-4">
<div className="col-span-2 space-y-1">
<Label>Full Name *</Label>
<Input {...register('fullName')} placeholder="John Smith" />
{errors.fullName && (
<p className="text-xs text-destructive">{errors.fullName.message}</p>
)}
</div>
<div className="space-y-1">
<Label>Company Name</Label>
<Input {...register('companyName')} placeholder="Acme Corp" />
</div>
<div className="space-y-1">
<Label>Nationality</Label>
<Input {...register('nationality')} placeholder="British" />
</div>
</div>
</div>
<Separator />
{/* Contacts */}
<div className="space-y-4">
<div className="flex items-center justify-between">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Contacts
</h3>
<Button
type="button"
variant="outline"
size="sm"
onClick={() =>
append({ channel: 'email', value: '', isPrimary: false })
}
>
<Plus className="mr-1 h-3.5 w-3.5" />
Add Contact
</Button>
</div>
{errors.contacts?.root && (
<p className="text-xs text-destructive">{errors.contacts.root.message}</p>
)}
<div className="space-y-3">
{fields.map((field, index) => (
<div
key={field.id}
className="grid grid-cols-12 gap-2 items-end p-3 rounded-lg border bg-muted/30"
>
<div className="col-span-3 space-y-1">
<Label className="text-xs">Channel</Label>
<Select
value={watch(`contacts.${index}.channel`)}
onValueChange={(v) =>
setValue(`contacts.${index}.channel`, v as any)
}
>
<SelectTrigger className="h-8">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="email">Email</SelectItem>
<SelectItem value="phone">Phone</SelectItem>
<SelectItem value="whatsapp">WhatsApp</SelectItem>
<SelectItem value="other">Other</SelectItem>
</SelectContent>
</Select>
</div>
<div className="col-span-5 space-y-1">
<Label className="text-xs">Value</Label>
<Input
{...register(`contacts.${index}.value`)}
className="h-8"
placeholder="email@example.com"
/>
</div>
<div className="col-span-2 space-y-1">
<Label className="text-xs">Label</Label>
<Input
{...register(`contacts.${index}.label`)}
className="h-8"
placeholder="work"
/>
</div>
<div className="col-span-1 flex items-center gap-1 pb-1">
<Checkbox
checked={watch(`contacts.${index}.isPrimary`)}
onCheckedChange={(v) =>
setValue(`contacts.${index}.isPrimary`, !!v)
}
/>
<Label className="text-xs">Primary</Label>
</div>
<div className="col-span-1 flex justify-end pb-1">
{fields.length > 1 && (
<Button
type="button"
variant="ghost"
size="icon"
className="h-7 w-7 text-destructive"
onClick={() => remove(index)}
>
<Trash2 className="h-3.5 w-3.5" />
</Button>
)}
</div>
</div>
))}
</div>
</div>
<Separator />
{/* Proxy */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Proxy Information
</h3>
<div className="flex items-center gap-2">
<Checkbox
id="isProxy"
checked={watch('isProxy')}
onCheckedChange={(v) => setValue('isProxy', !!v)}
/>
<Label htmlFor="isProxy">This is a proxy client</Label>
</div>
{isProxy && (
<div className="grid grid-cols-2 gap-4">
<div className="space-y-1">
<Label>Proxy Type</Label>
<Select
value={watch('proxyType') ?? ''}
onValueChange={(v) => setValue('proxyType', v)}
>
<SelectTrigger>
<SelectValue placeholder="Select type" />
</SelectTrigger>
<SelectContent>
<SelectItem value="broker">Broker</SelectItem>
<SelectItem value="representative">Representative</SelectItem>
<SelectItem value="family_member">Family Member</SelectItem>
<SelectItem value="legal_counsel">Legal Counsel</SelectItem>
<SelectItem value="other">Other</SelectItem>
</SelectContent>
</Select>
</div>
<div className="space-y-1">
<Label>Actual Owner Name</Label>
<Input
{...register('actualOwnerName')}
placeholder="Actual owner"
/>
</div>
</div>
)}
</div>
<Separator />
{/* Yacht Details */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Yacht Details
</h3>
<div className="grid grid-cols-2 gap-4">
<div className="col-span-2 space-y-1">
<Label>Yacht Name</Label>
<Input {...register('yachtName')} placeholder="My Yacht" />
</div>
<div className="space-y-1">
<Label>Berth Size Desired</Label>
<Input {...register('berthSizeDesired')} placeholder="e.g. 30m" />
</div>
</div>
</div>
<Separator />
{/* Source & Preferences */}
<div className="space-y-4">
<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
Source & Preferences
</h3>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-1">
<Label>Source</Label>
<Select
value={watch('source') ?? ''}
onValueChange={(v) => setValue('source', v as any)}
>
<SelectTrigger>
<SelectValue placeholder="Select source" />
</SelectTrigger>
<SelectContent>
<SelectItem value="website">Website</SelectItem>
<SelectItem value="manual">Manual</SelectItem>
<SelectItem value="referral">Referral</SelectItem>
<SelectItem value="broker">Broker</SelectItem>
</SelectContent>
</Select>
</div>
<div className="space-y-1">
<Label>Preferred Contact Method</Label>
<Select
value={watch('preferredContactMethod') ?? ''}
onValueChange={(v) => setValue('preferredContactMethod', v as any)}
>
<SelectTrigger>
<SelectValue placeholder="Select method" />
</SelectTrigger>
<SelectContent>
<SelectItem value="email">Email</SelectItem>
<SelectItem value="phone">Phone</SelectItem>
<SelectItem value="whatsapp">WhatsApp</SelectItem>
</SelectContent>
</Select>
</div>
<div className="space-y-1">
<Label>Preferred Language</Label>
<Input {...register('preferredLanguage')} placeholder="English" />
</div>
<div className="space-y-1">
<Label>Timezone</Label>
<Input {...register('timezone')} placeholder="UTC+0" />
</div>
<div className="col-span-2 space-y-1">
<Label>Source Details</Label>
<Input
{...register('sourceDetails')}
placeholder="Referred by John Doe"
/>
</div>
</div>
</div>
<Separator />
{/* Tags */}
<div className="space-y-2">
<Label>Tags</Label>
<TagPicker
selectedIds={tagIds}
onChange={(ids) => setValue('tagIds', ids)}
/>
</div>
<SheetFooter>
<Button
type="button"
variant="outline"
onClick={() => onOpenChange(false)}
>
Cancel
</Button>
<Button type="submit" disabled={isSubmitting || mutation.isPending}>
{(isSubmitting || mutation.isPending) && (
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
)}
{isEdit ? 'Save Changes' : 'Create Client'}
</Button>
</SheetFooter>
</form>
</SheetContent>
</Sheet>
);
}

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@@ -0,0 +1,155 @@
'use client';
import { useState } from 'react';
import { useParams } from 'next/navigation';
import { Plus } from 'lucide-react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Button } from '@/components/ui/button';
import { DataTable } from '@/components/shared/data-table';
import { FilterBar } from '@/components/shared/filter-bar';
import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
import { PageHeader } from '@/components/shared/page-header';
import { EmptyState } from '@/components/shared/empty-state';
import { TableSkeleton } from '@/components/shared/loading-skeleton';
import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
import { PermissionGate } from '@/components/shared/permission-gate';
import { ClientForm } from '@/components/clients/client-form';
import { clientFilterDefinitions } from '@/components/clients/client-filters';
import { getClientColumns, type ClientRow } from '@/components/clients/client-columns';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client';
export function ClientList() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const queryClient = useQueryClient();
const [createOpen, setCreateOpen] = useState(false);
const [editClient, setEditClient] = useState<ClientRow | null>(null);
const [archiveClient, setArchiveClient] = useState<ClientRow | null>(null);
const {
data,
pagination,
isLoading,
isFetching,
sort,
setSort,
setPage,
setPageSize,
filters,
setFilter,
clearFilters,
} = usePaginatedQuery<ClientRow>({
queryKey: ['clients'],
endpoint: '/api/v1/clients',
filterDefinitions: clientFilterDefinitions,
});
useRealtimeInvalidation({
'client:created': [['clients']],
'client:updated': [['clients']],
'client:archived': [['clients']],
'client:restored': [['clients']],
});
const archiveMutation = useMutation({
mutationFn: (id: string) =>
apiFetch(`/api/v1/clients/${id}`, { method: 'DELETE' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['clients'] });
setArchiveClient(null);
},
});
const columns = getClientColumns({
portSlug,
onEdit: (client) => setEditClient(client),
onArchive: (client) => setArchiveClient(client),
});
return (
<div className="space-y-4">
<PageHeader
title="Clients"
description="Manage your client records"
actions={
<PermissionGate resource="clients" action="create">
<Button size="sm" onClick={() => setCreateOpen(true)}>
<Plus className="mr-1.5 h-4 w-4" />
New Client
</Button>
</PermissionGate>
}
/>
<div className="flex items-center gap-2">
<FilterBar
filters={clientFilterDefinitions}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
<SavedViewsDropdown
entityType="clients"
currentFilters={filters}
currentSort={sort}
onApplyView={(savedFilters, savedSort) => {
clearFilters();
Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
}}
/>
</div>
{isLoading ? (
<TableSkeleton />
) : (
<DataTable
columns={columns}
data={data}
pagination={pagination}
onPaginationChange={(p, ps) => {
setPage(p);
setPageSize(ps);
}}
sort={sort}
onSortChange={setSort}
isLoading={isFetching && !isLoading}
getRowId={(row) => row.id}
emptyState={
<EmptyState
title="No clients found"
description="Get started by adding your first client."
action={{ label: 'New Client', onClick: () => setCreateOpen(true) }}
/>
}
/>
)}
<ClientForm
open={createOpen}
onOpenChange={setCreateOpen}
/>
{editClient && (
<ClientForm
open={!!editClient}
onOpenChange={(open) => !open && setEditClient(null)}
client={editClient as any}
/>
)}
<ArchiveConfirmDialog
open={!!archiveClient}
onOpenChange={(open) => !open && setArchiveClient(null)}
entityName={archiveClient?.fullName ?? ''}
entityType="Client"
isArchived={false}
onConfirm={() => archiveClient && archiveMutation.mutate(archiveClient.id)}
isLoading={archiveMutation.isPending}
/>
</div>
);
}

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@@ -0,0 +1,208 @@
'use client';
import type { DetailTab } from '@/components/shared/detail-layout';
import { NotesList } from '@/components/shared/notes-list';
interface ClientTabsOptions {
clientId: string;
currentUserId?: string;
client: {
fullName: string;
companyName?: string | null;
nationality?: string | null;
isProxy?: boolean;
proxyType?: string | null;
actualOwnerName?: string | null;
yachtName?: string | null;
yachtLengthFt?: string | null;
yachtWidthFt?: string | null;
yachtDraftFt?: string | null;
berthSizeDesired?: string | null;
preferredContactMethod?: string | null;
preferredLanguage?: string | null;
timezone?: string | null;
source?: string | null;
sourceDetails?: string | null;
contacts?: Array<{
id: string;
channel: string;
value: string;
label?: string | null;
isPrimary: boolean;
}>;
};
}
function InfoRow({ label, value }: { label: string; value?: string | null }) {
if (!value) return null;
return (
<div className="flex gap-2 py-1.5 border-b last:border-0">
<dt className="w-40 shrink-0 text-sm text-muted-foreground">{label}</dt>
<dd className="text-sm">{value}</dd>
</div>
);
}
function OverviewTab({ client }: { client: ClientTabsOptions['client'] }) {
return (
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
{/* Personal Info */}
<div className="space-y-1">
<h3 className="text-sm font-medium mb-2">Personal Information</h3>
<dl>
<InfoRow label="Full Name" value={client.fullName} />
<InfoRow label="Company" value={client.companyName} />
<InfoRow label="Nationality" value={client.nationality} />
<InfoRow label="Preferred Language" value={client.preferredLanguage} />
<InfoRow label="Timezone" value={client.timezone} />
<InfoRow
label="Preferred Contact"
value={client.preferredContactMethod}
/>
</dl>
</div>
{/* Contacts */}
<div className="space-y-1">
<h3 className="text-sm font-medium mb-2">Contact Details</h3>
{client.contacts && client.contacts.length > 0 ? (
<div className="space-y-2">
{client.contacts.map((c) => (
<div
key={c.id}
className="flex items-center gap-2 p-2 rounded-lg border bg-muted/30 text-sm"
>
<span className="capitalize text-muted-foreground w-20 shrink-0">
{c.channel}
</span>
<span className="flex-1">{c.value}</span>
{c.label && (
<span className="text-xs text-muted-foreground capitalize">
{c.label}
</span>
)}
{c.isPrimary && (
<span className="text-xs font-medium text-primary">Primary</span>
)}
</div>
))}
</div>
) : (
<p className="text-sm text-muted-foreground">No contacts added</p>
)}
</div>
{/* Yacht Details */}
{(client.yachtName ||
client.yachtLengthFt ||
client.berthSizeDesired) && (
<div className="space-y-1">
<h3 className="text-sm font-medium mb-2">Yacht Details</h3>
<dl>
<InfoRow label="Yacht Name" value={client.yachtName} />
<InfoRow
label="Length"
value={
client.yachtLengthFt
? `${client.yachtLengthFt} ft`
: undefined
}
/>
<InfoRow
label="Width"
value={
client.yachtWidthFt ? `${client.yachtWidthFt} ft` : undefined
}
/>
<InfoRow
label="Draft"
value={
client.yachtDraftFt
? `${client.yachtDraftFt} ft`
: undefined
}
/>
<InfoRow label="Berth Size Desired" value={client.berthSizeDesired} />
</dl>
</div>
)}
{/* Source */}
{(client.source || client.sourceDetails) && (
<div className="space-y-1">
<h3 className="text-sm font-medium mb-2">Source</h3>
<dl>
<InfoRow label="Source" value={client.source} />
<InfoRow label="Source Details" value={client.sourceDetails} />
</dl>
</div>
)}
{/* Proxy Info */}
{client.isProxy && (
<div className="space-y-1">
<h3 className="text-sm font-medium mb-2">Proxy Information</h3>
<dl>
<InfoRow
label="Proxy Type"
value={client.proxyType?.replace('_', ' ')}
/>
<InfoRow label="Actual Owner" value={client.actualOwnerName} />
</dl>
</div>
)}
</div>
);
}
export function getClientTabs({
clientId,
currentUserId,
client,
}: ClientTabsOptions): DetailTab[] {
return [
{
id: 'overview',
label: 'Overview',
content: <OverviewTab client={client} />,
},
{
id: 'interests',
label: 'Interests',
content: (
<div className="text-center py-12 text-muted-foreground">
<p>Interests will appear here once created.</p>
</div>
),
},
{
id: 'notes',
label: 'Notes',
content: (
<NotesList
entityType="clients"
entityId={clientId}
currentUserId={currentUserId}
/>
),
},
{
id: 'files',
label: 'Files',
content: (
<div className="text-center py-12 text-muted-foreground">
<p>File attachments coming soon.</p>
</div>
),
},
{
id: 'activity',
label: 'Activity',
content: (
<div className="text-center py-12 text-muted-foreground">
<p>Activity log coming soon.</p>
</div>
),
},
];
}