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:
2026-06-19 00:01:08 +02:00
parent 91703bdb00
commit df8c26d1b3
4 changed files with 262 additions and 0 deletions

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@@ -11,6 +11,7 @@ import { RemindersInline } from '@/components/reminders/reminders-inline';
import { primaryTimezoneFor } from '@/lib/i18n/timezones';
import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
import { NotesList } from '@/components/shared/notes-list';
import { ProxyCard } from '@/components/shared/proxy-card';
import type { CountryCode } from '@/lib/i18n/countries';
import { ClientInterestsTab } from '@/components/clients/client-interests-tab';
import { ClientPipelineSummary } from '@/components/clients/client-pipeline-summary';
@@ -156,6 +157,9 @@ function OverviewTab({
<ClientPipelineSummary clientId={clientId} variant="panel" />
</div>
{/* CM-9: point-of-contact (default level for the client). */}
<ProxyCard entityType="client" entityId={clientId} />
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
{/* Personal Info */}
<div className="space-y-1">

View File

@@ -19,6 +19,7 @@ import {
AccordionTrigger,
} from '@/components/ui/accordion';
import { NotesList } from '@/components/shared/notes-list';
import { ProxyCard } from '@/components/shared/proxy-card';
import { InlineEditableField } from '@/components/shared/inline-editable-field';
import { FieldHistoryProvider, FieldHistoryIcon } from '@/components/shared/field-history';
import { ClientChannelEditor } from '@/components/clients/client-channel-editor';
@@ -1133,6 +1134,9 @@ function OverviewTab({
archivedAt={null}
/>
{/* CM-9: per-deal point-of-contact (overrides the client's default). */}
<ProxyCard entityType="interest" entityId={interestId} />
{/* Qualification checklist - surfaces the port's per-port criteria so
the rep can mark each one confirmed before the deal advances out
of 'enquiry'. Hidden when the port has no enabled criteria. */}

View File

@@ -0,0 +1,249 @@
'use client';
import { useState } from 'react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { Mail, Phone, UserCheck, UserPlus } from 'lucide-react';
import { toast } from 'sonner';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { usePermissions } from '@/hooks/use-permissions';
import { apiFetch } from '@/lib/api/client';
import { toastError } from '@/lib/api/toast-error';
type ProxyEntityType = 'client' | 'interest' | 'yacht';
interface Proxy {
id: string;
name: string;
email: string | null;
phone: string | null;
relationship: string | null;
notes: string | null;
}
const RESOURCE: Record<ProxyEntityType, 'clients' | 'interests' | 'yachts'> = {
client: 'clients',
interest: 'interests',
yacht: 'yachts',
};
/**
* CM-9: point-of-contact ("proxy") panel for a client / interest / yacht detail
* page. Reads + edits the per-entity proxy via the entity's sub-resource route.
*/
export function ProxyCard({
entityType,
entityId,
}: {
entityType: ProxyEntityType;
entityId: string;
}) {
const { can } = usePermissions();
const canManage = can(RESOURCE[entityType], 'edit');
const qc = useQueryClient();
const base = `/api/v1/${RESOURCE[entityType]}/${entityId}/proxy`;
const queryKey = ['proxy', entityType, entityId];
const { data } = useQuery<{ data: Proxy | null }>({
queryKey,
queryFn: () => apiFetch(base),
});
const proxy = data?.data ?? null;
const [open, setOpen] = useState(false);
const remove = useMutation({
mutationFn: () => apiFetch(base, { method: 'DELETE' }),
onSuccess: () => {
toast.success('Point of contact removed');
qc.invalidateQueries({ queryKey });
},
onError: (err) => toastError(err),
});
return (
<div className="rounded-xl border border-border bg-card p-4">
<div className="mb-2 flex items-center justify-between">
<h3 className="inline-flex items-center gap-1.5 text-sm font-semibold text-foreground">
<UserCheck className="h-4 w-4 text-muted-foreground" aria-hidden />
Point of contact
</h3>
{canManage ? (
<Button variant="ghost" size="sm" className="h-7" onClick={() => setOpen(true)}>
{proxy ? (
'Edit'
) : (
<>
<UserPlus className="me-1 h-3.5 w-3.5" aria-hidden />
Add
</>
)}
</Button>
) : null}
</div>
{proxy ? (
<div className="space-y-1 text-sm">
<p className="font-medium text-foreground">
{proxy.name}
{proxy.relationship ? (
<span className="ms-2 text-xs font-normal text-muted-foreground">
{proxy.relationship}
</span>
) : null}
</p>
{proxy.email ? (
<a
href={`mailto:${proxy.email}`}
className="inline-flex items-center gap-1.5 text-muted-foreground hover:text-foreground"
>
<Mail className="h-3.5 w-3.5" aria-hidden />
{proxy.email}
</a>
) : null}
{proxy.phone ? (
<p className="inline-flex items-center gap-1.5 text-muted-foreground">
<Phone className="h-3.5 w-3.5" aria-hidden />
{proxy.phone}
</p>
) : null}
{proxy.notes ? <p className="text-xs text-muted-foreground">{proxy.notes}</p> : null}
{canManage ? (
<button
type="button"
onClick={() => remove.mutate()}
disabled={remove.isPending}
className="pt-1 text-xs text-destructive hover:underline disabled:opacity-50"
>
Remove
</button>
) : null}
</div>
) : (
<p className="text-sm text-muted-foreground">
No proxy set comms go to the {entityType} directly.
</p>
)}
{open ? (
<ProxyDialog
open={open}
onOpenChange={setOpen}
base={base}
existing={proxy}
entityType={entityType}
onSaved={() => qc.invalidateQueries({ queryKey })}
/>
) : null}
</div>
);
}
function ProxyDialog({
open,
onOpenChange,
base,
existing,
entityType,
onSaved,
}: {
open: boolean;
onOpenChange: (v: boolean) => void;
base: string;
existing: Proxy | null;
entityType: ProxyEntityType;
onSaved: () => void;
}) {
const [name, setName] = useState(existing?.name ?? '');
const [email, setEmail] = useState(existing?.email ?? '');
const [phone, setPhone] = useState(existing?.phone ?? '');
const [relationship, setRelationship] = useState(existing?.relationship ?? '');
const [notes, setNotes] = useState(existing?.notes ?? '');
// State seeds from `existing` at mount; the dialog is remounted on each open
// (the parent renders it conditionally), so no reseed effect is needed.
const save = useMutation({
mutationFn: () =>
apiFetch(base, {
method: 'PUT',
body: { name: name.trim(), email, phone, relationship, notes },
}),
onSuccess: () => {
toast.success('Point of contact saved');
onSaved();
onOpenChange(false);
},
onError: (err) => toastError(err),
});
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>Point of contact</DialogTitle>
<DialogDescription>
A person who acts as the point of contact for this {entityType}. Used to address
outbound comms.
</DialogDescription>
</DialogHeader>
<div className="space-y-3">
<div className="space-y-1.5">
<Label htmlFor="proxy-name">Name</Label>
<Input
id="proxy-name"
value={name}
onChange={(e) => setName(e.target.value)}
autoFocus
/>
</div>
<div className="grid grid-cols-1 gap-3 sm:grid-cols-2">
<div className="space-y-1.5">
<Label htmlFor="proxy-email">Email</Label>
<Input
id="proxy-email"
type="email"
value={email}
onChange={(e) => setEmail(e.target.value)}
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="proxy-phone">Phone</Label>
<Input id="proxy-phone" value={phone} onChange={(e) => setPhone(e.target.value)} />
</div>
</div>
<div className="space-y-1.5">
<Label htmlFor="proxy-rel">Relationship (optional)</Label>
<Input
id="proxy-rel"
placeholder="e.g. broker, spouse, assistant, legal"
value={relationship}
onChange={(e) => setRelationship(e.target.value)}
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="proxy-notes">Notes (optional)</Label>
<Input id="proxy-notes" value={notes} onChange={(e) => setNotes(e.target.value)} />
</div>
</div>
<DialogFooter>
<Button variant="ghost" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button onClick={() => save.mutate()} disabled={!name.trim() || save.isPending}>
Save
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}

View File

@@ -12,6 +12,7 @@ import { TenancyCreateDialog } from '@/components/tenancies/tenancy-create-dialo
import { InlineEditableField } from '@/components/shared/inline-editable-field';
import { FieldHistoryProvider, FieldHistoryIcon } from '@/components/shared/field-history';
import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
import { ProxyCard } from '@/components/shared/proxy-card';
import { NotesList } from '@/components/shared/notes-list';
import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
import { TenancyList, type TenancyRow } from '@/components/tenancies/tenancy-list';
@@ -176,6 +177,10 @@ function OverviewTab({
return (
<FieldHistoryProvider scope={{ type: 'yacht', id: yachtId }}>
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
{/* CM-9: per-vessel point-of-contact (overrides interest + client). */}
<div className="md:col-span-2">
<ProxyCard entityType="yacht" entityId={yachtId} />
</div>
{/* Identity */}
<div className="space-y-1">
<h3 className="text-sm font-medium mb-2">Identity</h3>