Merge feat/dedup-migration: client dedup library + NocoDB migration script + admin queue
# Conflicts: # .gitignore # src/lib/db/migrations/meta/_journal.json
This commit is contained in:
@@ -23,6 +23,7 @@ import { TagPicker } from '@/components/shared/tag-picker';
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import { CountryCombobox } from '@/components/shared/country-combobox';
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import { TimezoneCombobox } from '@/components/shared/timezone-combobox';
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import { PhoneInput } from '@/components/shared/phone-input';
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import { DedupSuggestionPanel } from '@/components/clients/dedup-suggestion-panel';
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import { apiFetch } from '@/lib/api/client';
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import { createClientSchema, type CreateClientInput } from '@/lib/validators/clients';
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import type { CountryCode } from '@/lib/i18n/countries';
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@@ -30,6 +31,12 @@ import type { CountryCode } from '@/lib/i18n/countries';
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interface ClientFormProps {
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open: boolean;
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onOpenChange: (open: boolean) => void;
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/** Optional callback fired when the dedup suggestion panel reports
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* the user picked an existing client. The form closes; parent is
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* responsible for navigating to the existing client's detail page
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* or opening the create-interest dialog pre-filled with that
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* clientId. Skipped in edit mode. */
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onUseExistingClient?: (clientId: string) => void;
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/** If provided, form is in edit mode */
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client?: {
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id: string;
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@@ -53,7 +60,7 @@ interface ClientFormProps {
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};
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}
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export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
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export function ClientForm({ open, onOpenChange, client, onUseExistingClient }: ClientFormProps) {
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const queryClient = useQueryClient();
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const isEdit = !!client;
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@@ -143,6 +150,26 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
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</SheetHeader>
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<form onSubmit={handleSubmit((data) => mutation.mutate(data))} className="space-y-6 py-6">
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{/* Dedup suggestion — only on the create path. Watches the
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live form values for email / phone / name and surfaces
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an existing client when one matches. The user can
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attach the new interest to that client instead of
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creating a duplicate. */}
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{!isEdit ? (
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<DedupSuggestionPanel
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email={watch('contacts')?.find((c) => c?.channel === 'email')?.value ?? null}
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phone={
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watch('contacts')?.find((c) => c?.channel === 'phone' || c?.channel === 'whatsapp')
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?.valueE164 ?? null
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}
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name={watch('fullName') ?? null}
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onUseExisting={(match) => {
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onUseExistingClient?.(match.clientId);
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onOpenChange(false);
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}}
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/>
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) : null}
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{/* Basic Info */}
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<div className="space-y-4">
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<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
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183
src/components/clients/dedup-suggestion-panel.tsx
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183
src/components/clients/dedup-suggestion-panel.tsx
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@@ -0,0 +1,183 @@
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'use client';
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import { useEffect, useState } from 'react';
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import { useQuery } from '@tanstack/react-query';
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import { AlertCircle, ArrowRight, Briefcase, X } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import { apiFetch } from '@/lib/api/client';
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import { cn } from '@/lib/utils';
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interface MatchData {
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clientId: string;
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fullName: string;
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score: number;
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confidence: 'high' | 'medium' | 'low';
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reasons: string[];
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interestCount: number;
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emails: string[];
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phonesE164: string[];
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}
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interface DedupSuggestionPanelProps {
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/** Free-text inputs from the in-flight new-client form. The panel
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* debounces them and queries /api/v1/clients/match-candidates. */
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email?: string | null;
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phone?: string | null;
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name?: string | null;
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/** Caller wants to attach the new interest to an existing client
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* rather than creating a new one. The form switches to
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* interest-only mode and pre-fills the client. */
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onUseExisting: (match: MatchData) => void;
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/** User explicitly said "create new anyway." Hide the panel until
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* they change input again. */
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onDismiss?: () => void;
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}
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/**
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* Surfaces existing clients that match the form's in-flight inputs.
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*
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* Renders nothing while inputs are short / no useful match found.
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* On a high-confidence match, the panel interrupts visually with a
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* solid border and a primary "Use this client" button.
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*
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* Wired into the new-client form. Skipped in edit mode.
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*/
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export function DedupSuggestionPanel({
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email,
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phone,
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name,
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onUseExisting,
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onDismiss,
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}: DedupSuggestionPanelProps) {
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const [dismissed, setDismissed] = useState(false);
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// Debounce inputs by 300ms so we don't fire on every keystroke. Keep
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// the latest debounced values in component state.
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const [debounced, setDebounced] = useState({
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email: email ?? '',
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phone: phone ?? '',
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name: name ?? '',
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});
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useEffect(() => {
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const t = setTimeout(() => {
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setDebounced({ email: email ?? '', phone: phone ?? '', name: name ?? '' });
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// Clear the dismissed flag when inputs change — the user typed
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// something new, so the prior dismissal no longer applies.
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setDismissed(false);
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}, 300);
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return () => clearTimeout(t);
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}, [email, phone, name]);
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const hasSomething =
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debounced.email.length > 3 || debounced.phone.length > 3 || debounced.name.length > 2;
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const { data, isFetching } = useQuery<{ data: MatchData[] }>({
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queryKey: ['dedup-match-candidates', debounced],
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queryFn: () => {
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const params = new URLSearchParams();
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if (debounced.email) params.set('email', debounced.email);
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if (debounced.phone) params.set('phone', debounced.phone);
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if (debounced.name) params.set('name', debounced.name);
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return apiFetch<{ data: MatchData[] }>(`/api/v1/clients/match-candidates?${params}`);
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},
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enabled: hasSomething && !dismissed,
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// Same query is fine to cache for a minute — moves are slow at this layer.
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staleTime: 60_000,
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});
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if (dismissed) return null;
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if (!hasSomething) return null;
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if (isFetching && !data) return null;
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const matches = data?.data ?? [];
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if (matches.length === 0) return null;
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const top = matches[0]!;
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const isHigh = top.confidence === 'high';
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return (
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<div
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className={cn(
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'rounded-lg border p-3 mb-3 transition-colors',
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isHigh
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? 'border-amber-300 bg-amber-50/60 dark:bg-amber-950/30'
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: 'border-border bg-muted/40',
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)}
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data-testid="dedup-suggestion"
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>
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<div className="flex items-start gap-3">
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<div className="mt-0.5">
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<AlertCircle
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className={cn(
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'size-5',
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isHigh ? 'text-amber-700 dark:text-amber-400' : 'text-muted-foreground',
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)}
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aria-hidden
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/>
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</div>
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<div className="min-w-0 flex-1">
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<p className="text-sm font-semibold leading-tight">
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{isHigh
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? 'This looks like an existing client'
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: 'Possible match — check before creating'}
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</p>
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<div className="mt-2 rounded-md border bg-background/80 p-2.5">
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<div className="flex items-center gap-2">
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<p className="truncate text-sm font-medium">{top.fullName}</p>
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<span
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className={cn(
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'shrink-0 rounded-full px-1.5 py-0.5 text-[10px] font-medium uppercase tracking-wide',
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isHigh
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? 'bg-amber-200 text-amber-900 dark:bg-amber-800 dark:text-amber-100'
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: 'bg-muted text-muted-foreground',
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)}
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>
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{top.confidence}
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</span>
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</div>
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<div className="mt-0.5 flex flex-wrap items-center gap-x-3 gap-y-0.5 text-xs text-muted-foreground">
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{top.emails[0] ? <span className="truncate">{top.emails[0]}</span> : null}
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{top.phonesE164[0] ? <span>{top.phonesE164[0]}</span> : null}
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<span className="inline-flex items-center gap-1">
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<Briefcase className="size-3" aria-hidden />
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{top.interestCount} {top.interestCount === 1 ? 'interest' : 'interests'}
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</span>
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</div>
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<p className="mt-1.5 text-[11px] text-muted-foreground">{top.reasons.join(' · ')}</p>
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</div>
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<div className="mt-3 flex flex-wrap items-center gap-2">
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<Button
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type="button"
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size="sm"
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onClick={() => onUseExisting(top)}
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data-testid="dedup-use-existing"
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>
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Use this client
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<ArrowRight className="ml-1 size-3.5" aria-hidden />
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</Button>
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<Button
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type="button"
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size="sm"
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variant="ghost"
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onClick={() => {
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setDismissed(true);
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onDismiss?.();
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}}
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data-testid="dedup-dismiss"
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>
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<X className="mr-1 size-3.5" aria-hidden />
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Create new anyway
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</Button>
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{matches.length > 1 ? (
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<span className="text-xs text-muted-foreground">
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+{matches.length - 1} other possible{' '}
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{matches.length - 1 === 1 ? 'match' : 'matches'}
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</span>
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) : null}
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</div>
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</div>
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</div>
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</div>
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);
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}
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