feat(clients): hard-delete with email-code confirmation (single + bulk)

Permanent client deletion is now reachable from:
- archived single-client detail page (icon button, gated by new
  admin.permanently_delete_clients perm)
- archived clients list bulk action

Both flows are 2-stage: request a 4-digit code (sent to operator's
account email, 10min Redis TTL), then enter both code AND a typed
confirmation (client name single, "DELETE N CLIENTS" bulk). Cascade
strategy preserves audit trails: signed documents, email threads,
files and reminders are detached but retained; addresses, contacts,
notes, portal user, GDPR records, interests and reservations are
deleted via FK cascade or explicit tx delete.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Matt Ciaccio
2026-05-06 19:26:42 +02:00
parent 472c12280b
commit 70105715a7
13 changed files with 994 additions and 2 deletions

View File

@@ -84,6 +84,7 @@ const DEFAULT_PERMISSIONS: Record<string, Record<string, boolean>> = {
manage_forms: false,
manage_tags: false,
system_backup: false,
permanently_delete_clients: false,
},
residential_clients: { view: false, create: false, edit: false, delete: false },
residential_interests: {

View File

@@ -0,0 +1,190 @@
'use client';
import { useEffect, useState } from 'react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { AlertTriangle, Loader2, Mail } 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 { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { apiFetch } from '@/lib/api/client';
interface Props {
open: boolean;
onOpenChange: (open: boolean) => void;
clientIds: string[];
onDeleted?: (deletedCount: number) => void;
}
type Stage = 'intent' | 'confirm';
export function BulkHardDeleteDialog({ open, onOpenChange, clientIds, onDeleted }: Props) {
const qc = useQueryClient();
const [stage, setStage] = useState<Stage>('intent');
const [code, setCode] = useState('');
const [typedPhrase, setTypedPhrase] = useState('');
const [maskedEmail, setMaskedEmail] = useState<string | null>(null);
const expectedPhrase = `DELETE ${clientIds.length} CLIENT${clientIds.length === 1 ? '' : 'S'}`;
useEffect(() => {
if (open) {
setStage('intent');
setCode('');
setTypedPhrase('');
setMaskedEmail(null);
}
}, [open]);
const requestCode = useMutation({
mutationFn: () =>
apiFetch<{ data: { count: number; sentToMaskedEmail: string } }>(
'/api/v1/clients/bulk-hard-delete-request',
{ method: 'POST', body: { ids: clientIds } },
),
onSuccess: (res) => {
setMaskedEmail(res.data.sentToMaskedEmail);
setStage('confirm');
toast.success(`Code sent to ${res.data.sentToMaskedEmail}`);
},
onError: (err: unknown) => {
toast.error(err instanceof Error ? err.message : 'Failed to send code');
},
});
const bulkDelete = useMutation({
mutationFn: () =>
apiFetch<{ data: { deletedCount: number } }>('/api/v1/clients/bulk-hard-delete', {
method: 'POST',
body: { ids: clientIds, code, typedPhrase },
}),
onSuccess: (res) => {
const n = res.data.deletedCount;
const failed = clientIds.length - n;
if (failed === 0) {
toast.success(`${n} client${n === 1 ? '' : 's'} permanently deleted.`);
} else {
toast.warning(`${n} of ${clientIds.length} deleted. ${failed} failed (see audit log).`);
}
qc.invalidateQueries({ queryKey: ['clients'] });
onOpenChange(false);
onDeleted?.(n);
},
onError: (err: unknown) => {
toast.error(err instanceof Error ? err.message : 'Bulk delete failed');
},
});
const phraseMatches = typedPhrase.trim().toUpperCase() === expectedPhrase;
const codeValid = /^\d{4}$/.test(code.trim());
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle className="flex items-center gap-2 text-destructive">
<AlertTriangle className="h-5 w-5" />
Permanently delete {clientIds.length} client{clientIds.length === 1 ? '' : 's'}
</DialogTitle>
<DialogDescription>
All selected clients must already be archived. This cannot be undone.
</DialogDescription>
</DialogHeader>
{stage === 'intent' ? (
<div className="space-y-3 text-sm text-muted-foreground">
<p>
We&rsquo;ll email a 4-digit confirmation code to your account address. The code is
tied to this exact set of clients and expires in 10 minutes.
</p>
<div className="rounded-md border border-amber-300 bg-amber-50 p-3 text-amber-900 text-xs">
For each client we delete: client record + addresses, contacts, notes, tags, portal
user, GDPR records, all interests, all reservations. Signed documents, email threads,
files and reminders are detached but kept.
</div>
</div>
) : (
<div className="space-y-3">
<div className="flex items-start gap-2 rounded-md border border-blue-300 bg-blue-50 p-3 text-xs text-blue-900">
<Mail className="h-4 w-4 shrink-0 mt-0.5" />
<div>
Code sent to <span className="font-mono">{maskedEmail}</span>. Enter both fields
below.
</div>
</div>
<div className="space-y-1.5">
<Label htmlFor="bhd-code">4-digit code from email</Label>
<Input
id="bhd-code"
inputMode="numeric"
maxLength={4}
value={code}
onChange={(e) => setCode(e.target.value.replace(/\D/g, ''))}
placeholder="0000"
className="font-mono tracking-[0.4em] text-center text-lg"
autoComplete="off"
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="bhd-phrase">
Type <span className="font-mono font-semibold">{expectedPhrase}</span> to confirm
</Label>
<Input
id="bhd-phrase"
value={typedPhrase}
onChange={(e) => setTypedPhrase(e.target.value)}
placeholder={expectedPhrase}
autoComplete="off"
className="font-mono"
/>
</div>
</div>
)}
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
{stage === 'intent' ? (
<Button
variant="destructive"
onClick={() => requestCode.mutate()}
disabled={requestCode.isPending}
>
{requestCode.isPending ? (
<>
<Loader2 className="h-4 w-4 animate-spin mr-1.5" /> Sending
</>
) : (
'Send confirmation code'
)}
</Button>
) : (
<Button
variant="destructive"
onClick={() => bulkDelete.mutate()}
disabled={!codeValid || !phraseMatches || bulkDelete.isPending}
>
{bulkDelete.isPending ? (
<>
<Loader2 className="h-4 w-4 animate-spin mr-1.5" /> Deleting
</>
) : (
`Permanently delete ${clientIds.length}`
)}
</Button>
)}
</DialogFooter>
</DialogContent>
</Dialog>
);
}

View File

@@ -2,7 +2,7 @@
import { useState } from 'react';
import { useParams } from 'next/navigation';
import { Plus, Archive, Tag as TagIcon, TagsIcon } from 'lucide-react';
import { Plus, Archive, Tag as TagIcon, TagsIcon, Trash2 } from 'lucide-react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Button } from '@/components/ui/button';
@@ -15,6 +15,8 @@ import { TableSkeleton } from '@/components/shared/loading-skeleton';
import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
import { PermissionGate } from '@/components/shared/permission-gate';
import { TagPicker } from '@/components/shared/tag-picker';
import { BulkHardDeleteDialog } from '@/components/clients/bulk-hard-delete-dialog';
import { usePermissions } from '@/hooks/use-permissions';
import {
Dialog,
DialogContent,
@@ -43,6 +45,10 @@ export function ClientList() {
null,
);
const [tagChoice, setTagChoice] = useState<string[]>([]);
const [bulkDeleteIds, setBulkDeleteIds] = useState<string[]>([]);
const { can } = usePermissions();
const canHardDelete = can('admin', 'permanently_delete_clients');
const {
data,
@@ -187,6 +193,19 @@ export function ClientList() {
bulkMutation.mutate({ action: 'archive', ids });
},
},
...(canHardDelete
? [
{
label: 'Permanently delete (archived only)',
icon: Trash2,
variant: 'destructive' as const,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setBulkDeleteIds(ids);
},
},
]
: []),
]}
cardRender={(row) => (
<ClientCard
@@ -272,6 +291,13 @@ export function ClientList() {
onConfirm={() => archiveClient && archiveMutation.mutate(archiveClient.id)}
isLoading={archiveMutation.isPending}
/>
<BulkHardDeleteDialog
open={bulkDeleteIds.length > 0}
onOpenChange={(open) => !open && setBulkDeleteIds([])}
clientIds={bulkDeleteIds}
onDeleted={() => setBulkDeleteIds([])}
/>
</div>
);
}

View File

@@ -0,0 +1,195 @@
'use client';
import { useEffect, useState } from 'react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { AlertTriangle, Loader2, Mail } 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 { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { apiFetch } from '@/lib/api/client';
interface Props {
open: boolean;
onOpenChange: (open: boolean) => void;
clientId: string;
clientName: string;
/** Called after successful delete, e.g. to navigate away. */
onDeleted?: () => void;
}
type Stage = 'intent' | 'confirm';
export function HardDeleteDialog({ open, onOpenChange, clientId, clientName, onDeleted }: Props) {
const qc = useQueryClient();
const [stage, setStage] = useState<Stage>('intent');
const [code, setCode] = useState('');
const [typedName, setTypedName] = useState('');
const [maskedEmail, setMaskedEmail] = useState<string | null>(null);
useEffect(() => {
if (open) {
setStage('intent');
setCode('');
setTypedName('');
setMaskedEmail(null);
}
}, [open]);
const requestCode = useMutation({
mutationFn: () =>
apiFetch<{ data: { sentToMaskedEmail: string } }>(
`/api/v1/clients/${clientId}/hard-delete-request`,
{ method: 'POST' },
),
onSuccess: (res) => {
setMaskedEmail(res.data.sentToMaskedEmail);
setStage('confirm');
toast.success(`Code sent to ${res.data.sentToMaskedEmail}`);
},
onError: (err: unknown) => {
toast.error(err instanceof Error ? err.message : 'Failed to send code');
},
});
const hardDelete = useMutation({
mutationFn: () =>
apiFetch<{ data: { deletedClientId: string } }>(`/api/v1/clients/${clientId}/hard-delete`, {
method: 'POST',
body: { code, typedName },
}),
onSuccess: () => {
toast.success(`${clientName} permanently deleted.`);
qc.invalidateQueries({ queryKey: ['clients'] });
onOpenChange(false);
onDeleted?.();
},
onError: (err: unknown) => {
toast.error(err instanceof Error ? err.message : 'Delete failed');
},
});
const nameMatches = typedName.trim().toLowerCase() === clientName.trim().toLowerCase();
const codeValid = /^\d{4}$/.test(code.trim());
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle className="flex items-center gap-2 text-destructive">
<AlertTriangle className="h-5 w-5" />
Permanently delete {clientName}
</DialogTitle>
<DialogDescription>
This permanently removes the client record and detaches all related history (signed
documents, emails, files). It cannot be undone.
</DialogDescription>
</DialogHeader>
{stage === 'intent' ? (
<div className="space-y-3 text-sm">
<p className="text-muted-foreground">
Permanent deletion is reserved for archived clients only. We&rsquo;ll email a 4-digit
confirmation code to your account address. The code expires in 10 minutes.
</p>
<div className="rounded-md border border-amber-300 bg-amber-50 p-3 text-amber-900">
<p className="font-medium flex items-center gap-2">
<AlertTriangle className="h-4 w-4" /> What gets deleted
</p>
<ul className="mt-1.5 list-disc pl-5 text-xs space-y-0.5">
<li>Client record + addresses, contacts, notes, tags</li>
<li>Portal user account + GDPR consent records</li>
<li>All pipeline interests + reservations for this client</li>
</ul>
<p className="font-medium mt-2 flex items-center gap-2">What is preserved</p>
<ul className="mt-1.5 list-disc pl-5 text-xs space-y-0.5">
<li>Signed documents (detached from client, kept for legal history)</li>
<li>Email threads, files, reminders (detached)</li>
<li>Audit log entries</li>
</ul>
</div>
</div>
) : (
<div className="space-y-3">
<div className="flex items-start gap-2 rounded-md border border-blue-300 bg-blue-50 p-3 text-xs text-blue-900">
<Mail className="h-4 w-4 shrink-0 mt-0.5" />
<div>
Code sent to <span className="font-mono">{maskedEmail}</span>. It expires in 10
minutes. Check your inbox and enter both fields below.
</div>
</div>
<div className="space-y-1.5">
<Label htmlFor="hd-code">4-digit code from email</Label>
<Input
id="hd-code"
inputMode="numeric"
maxLength={4}
value={code}
onChange={(e) => setCode(e.target.value.replace(/\D/g, ''))}
placeholder="0000"
className="font-mono tracking-[0.4em] text-center text-lg"
autoComplete="off"
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="hd-name">
Type <span className="font-semibold">{clientName}</span> to confirm
</Label>
<Input
id="hd-name"
value={typedName}
onChange={(e) => setTypedName(e.target.value)}
placeholder={clientName}
autoComplete="off"
/>
</div>
</div>
)}
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
{stage === 'intent' ? (
<Button
variant="destructive"
onClick={() => requestCode.mutate()}
disabled={requestCode.isPending}
>
{requestCode.isPending ? (
<>
<Loader2 className="h-4 w-4 animate-spin mr-1.5" /> Sending
</>
) : (
'Send confirmation code'
)}
</Button>
) : (
<Button
variant="destructive"
onClick={() => hardDelete.mutate()}
disabled={!codeValid || !nameMatches || hardDelete.isPending}
>
{hardDelete.isPending ? (
<>
<Loader2 className="h-4 w-4 animate-spin mr-1.5" /> Deleting
</>
) : (
'Permanently delete'
)}
</Button>
)}
</DialogFooter>
</DialogContent>
</Dialog>
);
}