feat(proxies): CM-9 UI — ProxyCard on client, interest, and yacht detail pages
- shared ProxyCard (view/add/edit/remove point-of-contact) reading each entity's /[id]/proxy sub-resource; permission-gated on the entity's edit right - wired into the client overview, interest overview, and yacht overview tabs Completes CM-9. tsc clean, lint 0 errors, prod build green, 1638 vitest pass. Comms send-side wiring (route EOIs/emails through resolveEffectiveProxy) is a deliberate follow-up — the resolver + data are ready for it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -11,6 +11,7 @@ import { RemindersInline } from '@/components/reminders/reminders-inline';
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import { primaryTimezoneFor } from '@/lib/i18n/timezones';
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import { primaryTimezoneFor } from '@/lib/i18n/timezones';
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import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
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import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
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import { NotesList } from '@/components/shared/notes-list';
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import { NotesList } from '@/components/shared/notes-list';
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import { ProxyCard } from '@/components/shared/proxy-card';
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import type { CountryCode } from '@/lib/i18n/countries';
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import type { CountryCode } from '@/lib/i18n/countries';
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import { ClientInterestsTab } from '@/components/clients/client-interests-tab';
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import { ClientInterestsTab } from '@/components/clients/client-interests-tab';
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import { ClientPipelineSummary } from '@/components/clients/client-pipeline-summary';
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import { ClientPipelineSummary } from '@/components/clients/client-pipeline-summary';
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@@ -156,6 +157,9 @@ function OverviewTab({
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<ClientPipelineSummary clientId={clientId} variant="panel" />
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<ClientPipelineSummary clientId={clientId} variant="panel" />
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</div>
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</div>
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{/* CM-9: point-of-contact (default level for the client). */}
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<ProxyCard entityType="client" entityId={clientId} />
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<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
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{/* Personal Info */}
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{/* Personal Info */}
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<div className="space-y-1">
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<div className="space-y-1">
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@@ -19,6 +19,7 @@ import {
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AccordionTrigger,
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AccordionTrigger,
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} from '@/components/ui/accordion';
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} from '@/components/ui/accordion';
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import { NotesList } from '@/components/shared/notes-list';
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import { NotesList } from '@/components/shared/notes-list';
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import { ProxyCard } from '@/components/shared/proxy-card';
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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import { FieldHistoryProvider, FieldHistoryIcon } from '@/components/shared/field-history';
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import { FieldHistoryProvider, FieldHistoryIcon } from '@/components/shared/field-history';
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import { ClientChannelEditor } from '@/components/clients/client-channel-editor';
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import { ClientChannelEditor } from '@/components/clients/client-channel-editor';
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@@ -1133,6 +1134,9 @@ function OverviewTab({
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archivedAt={null}
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archivedAt={null}
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/>
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/>
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{/* CM-9: per-deal point-of-contact (overrides the client's default). */}
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<ProxyCard entityType="interest" entityId={interestId} />
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{/* Qualification checklist - surfaces the port's per-port criteria so
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{/* Qualification checklist - surfaces the port's per-port criteria so
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the rep can mark each one confirmed before the deal advances out
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the rep can mark each one confirmed before the deal advances out
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of 'enquiry'. Hidden when the port has no enabled criteria. */}
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of 'enquiry'. Hidden when the port has no enabled criteria. */}
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249
src/components/shared/proxy-card.tsx
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249
src/components/shared/proxy-card.tsx
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@@ -0,0 +1,249 @@
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'use client';
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import { useState } from 'react';
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import { Mail, Phone, UserCheck, UserPlus } from 'lucide-react';
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import { toast } from 'sonner';
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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 { Label } from '@/components/ui/label';
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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import { usePermissions } from '@/hooks/use-permissions';
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import { apiFetch } from '@/lib/api/client';
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import { toastError } from '@/lib/api/toast-error';
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type ProxyEntityType = 'client' | 'interest' | 'yacht';
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interface Proxy {
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id: string;
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name: string;
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email: string | null;
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phone: string | null;
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relationship: string | null;
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notes: string | null;
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}
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const RESOURCE: Record<ProxyEntityType, 'clients' | 'interests' | 'yachts'> = {
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client: 'clients',
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interest: 'interests',
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yacht: 'yachts',
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};
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/**
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* CM-9: point-of-contact ("proxy") panel for a client / interest / yacht detail
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* page. Reads + edits the per-entity proxy via the entity's sub-resource route.
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*/
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export function ProxyCard({
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entityType,
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entityId,
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}: {
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entityType: ProxyEntityType;
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entityId: string;
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}) {
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const { can } = usePermissions();
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const canManage = can(RESOURCE[entityType], 'edit');
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const qc = useQueryClient();
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const base = `/api/v1/${RESOURCE[entityType]}/${entityId}/proxy`;
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const queryKey = ['proxy', entityType, entityId];
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const { data } = useQuery<{ data: Proxy | null }>({
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queryKey,
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queryFn: () => apiFetch(base),
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});
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const proxy = data?.data ?? null;
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const [open, setOpen] = useState(false);
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const remove = useMutation({
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mutationFn: () => apiFetch(base, { method: 'DELETE' }),
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onSuccess: () => {
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toast.success('Point of contact removed');
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qc.invalidateQueries({ queryKey });
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},
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onError: (err) => toastError(err),
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});
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return (
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<div className="rounded-xl border border-border bg-card p-4">
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<div className="mb-2 flex items-center justify-between">
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<h3 className="inline-flex items-center gap-1.5 text-sm font-semibold text-foreground">
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<UserCheck className="h-4 w-4 text-muted-foreground" aria-hidden />
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Point of contact
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</h3>
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{canManage ? (
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<Button variant="ghost" size="sm" className="h-7" onClick={() => setOpen(true)}>
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{proxy ? (
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'Edit'
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) : (
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<>
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<UserPlus className="me-1 h-3.5 w-3.5" aria-hidden />
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Add
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</>
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)}
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</Button>
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) : null}
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</div>
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{proxy ? (
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<div className="space-y-1 text-sm">
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<p className="font-medium text-foreground">
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{proxy.name}
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{proxy.relationship ? (
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<span className="ms-2 text-xs font-normal text-muted-foreground">
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{proxy.relationship}
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</span>
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) : null}
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</p>
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{proxy.email ? (
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<a
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href={`mailto:${proxy.email}`}
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className="inline-flex items-center gap-1.5 text-muted-foreground hover:text-foreground"
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>
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<Mail className="h-3.5 w-3.5" aria-hidden />
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{proxy.email}
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</a>
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) : null}
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{proxy.phone ? (
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<p className="inline-flex items-center gap-1.5 text-muted-foreground">
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<Phone className="h-3.5 w-3.5" aria-hidden />
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{proxy.phone}
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</p>
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) : null}
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{proxy.notes ? <p className="text-xs text-muted-foreground">{proxy.notes}</p> : null}
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{canManage ? (
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<button
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type="button"
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onClick={() => remove.mutate()}
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disabled={remove.isPending}
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className="pt-1 text-xs text-destructive hover:underline disabled:opacity-50"
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>
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Remove
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</button>
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) : null}
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</div>
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) : (
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<p className="text-sm text-muted-foreground">
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No proxy set — comms go to the {entityType} directly.
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</p>
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)}
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{open ? (
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<ProxyDialog
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open={open}
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onOpenChange={setOpen}
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base={base}
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existing={proxy}
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entityType={entityType}
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onSaved={() => qc.invalidateQueries({ queryKey })}
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/>
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) : null}
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</div>
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);
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}
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function ProxyDialog({
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open,
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onOpenChange,
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base,
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existing,
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entityType,
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onSaved,
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}: {
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open: boolean;
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onOpenChange: (v: boolean) => void;
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base: string;
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existing: Proxy | null;
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entityType: ProxyEntityType;
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onSaved: () => void;
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}) {
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const [name, setName] = useState(existing?.name ?? '');
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const [email, setEmail] = useState(existing?.email ?? '');
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const [phone, setPhone] = useState(existing?.phone ?? '');
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const [relationship, setRelationship] = useState(existing?.relationship ?? '');
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const [notes, setNotes] = useState(existing?.notes ?? '');
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// State seeds from `existing` at mount; the dialog is remounted on each open
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// (the parent renders it conditionally), so no reseed effect is needed.
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const save = useMutation({
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mutationFn: () =>
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apiFetch(base, {
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method: 'PUT',
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body: { name: name.trim(), email, phone, relationship, notes },
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}),
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onSuccess: () => {
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toast.success('Point of contact saved');
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onSaved();
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onOpenChange(false);
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},
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onError: (err) => toastError(err),
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});
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>Point of contact</DialogTitle>
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<DialogDescription>
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A person who acts as the point of contact for this {entityType}. Used to address
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outbound comms.
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</DialogDescription>
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</DialogHeader>
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<div className="space-y-3">
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<div className="space-y-1.5">
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<Label htmlFor="proxy-name">Name</Label>
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<Input
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id="proxy-name"
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value={name}
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onChange={(e) => setName(e.target.value)}
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autoFocus
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/>
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</div>
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<div className="grid grid-cols-1 gap-3 sm:grid-cols-2">
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<div className="space-y-1.5">
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<Label htmlFor="proxy-email">Email</Label>
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<Input
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id="proxy-email"
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type="email"
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value={email}
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onChange={(e) => setEmail(e.target.value)}
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/>
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</div>
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<div className="space-y-1.5">
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<Label htmlFor="proxy-phone">Phone</Label>
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<Input id="proxy-phone" value={phone} onChange={(e) => setPhone(e.target.value)} />
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</div>
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</div>
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<div className="space-y-1.5">
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<Label htmlFor="proxy-rel">Relationship (optional)</Label>
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<Input
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id="proxy-rel"
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placeholder="e.g. broker, spouse, assistant, legal"
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value={relationship}
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onChange={(e) => setRelationship(e.target.value)}
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/>
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</div>
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<div className="space-y-1.5">
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<Label htmlFor="proxy-notes">Notes (optional)</Label>
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<Input id="proxy-notes" value={notes} onChange={(e) => setNotes(e.target.value)} />
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</div>
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</div>
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<DialogFooter>
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<Button variant="ghost" onClick={() => onOpenChange(false)}>
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Cancel
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</Button>
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<Button onClick={() => save.mutate()} disabled={!name.trim() || save.isPending}>
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Save
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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);
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}
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@@ -12,6 +12,7 @@ import { TenancyCreateDialog } from '@/components/tenancies/tenancy-create-dialo
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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import { InlineEditableField } from '@/components/shared/inline-editable-field';
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import { FieldHistoryProvider, FieldHistoryIcon } from '@/components/shared/field-history';
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import { FieldHistoryProvider, FieldHistoryIcon } from '@/components/shared/field-history';
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import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
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import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
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import { ProxyCard } from '@/components/shared/proxy-card';
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import { NotesList } from '@/components/shared/notes-list';
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import { NotesList } from '@/components/shared/notes-list';
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import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
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import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
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import { TenancyList, type TenancyRow } from '@/components/tenancies/tenancy-list';
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import { TenancyList, type TenancyRow } from '@/components/tenancies/tenancy-list';
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@@ -176,6 +177,10 @@ function OverviewTab({
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return (
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return (
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<FieldHistoryProvider scope={{ type: 'yacht', id: yachtId }}>
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<FieldHistoryProvider scope={{ type: 'yacht', id: yachtId }}>
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<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
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{/* CM-9: per-vessel point-of-contact (overrides interest + client). */}
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<div className="md:col-span-2">
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<ProxyCard entityType="yacht" entityId={yachtId} />
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</div>
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{/* Identity */}
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{/* Identity */}
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<div className="space-y-1">
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<div className="space-y-1">
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<h3 className="text-sm font-medium mb-2">Identity</h3>
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<h3 className="text-sm font-medium mb-2">Identity</h3>
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Reference in New Issue
Block a user