Files
pn-new-crm/src/components/dashboard/customize-widgets-menu.tsx
Matt 04a594963f feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
  in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
  pipeline stage of any active linked interest (server-aggregated, ranks by
  PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
  combobox: search, recent-first sort, stage-coloured pills

Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
  links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
  STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
  "10% Deposit → Contract Sent"

EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
  yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
  framed by short copy explaining what's inline vs what needs the canonical
  page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
  PATCH without an extra round-trip

Company form
- New "Connections" section lets the rep attach members (clients) and yachts
  during create. Yacht attach uses the existing transfer endpoint so audit
  log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
  stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
  client owns yachts not yet linked) and an optional "Create interest" step
  pre-filled with the first attached client

Admin
- /admin landing gains a searchable index — typed query flattens groups into
  a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
  with the user-facing language rename from round 1)

Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
  the rep's literal entry (ft OR m) is preserved verbatim instead of being
  reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
  ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
  derived from the ft canonical to keep the recommender SQL unchanged

Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
  to include the new id + unit fields on the EoiContext / Berth shapes

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00

124 lines
4.5 KiB
TypeScript

'use client';
import { useState } from 'react';
import { LayoutGrid } from 'lucide-react';
import { Button } from '@/components/ui/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@/components/ui/dialog';
import { Switch } from '@/components/ui/switch';
import { useDashboardWidgets } from '@/hooks/use-dashboard-widgets';
/**
* Modal widget picker for the dashboard header. Replaced the original
* dropdown menu because 13 widgets + 3 footer buttons made the dropdown
* cramped and hid the descriptions reps need to know what each card
* actually shows.
*
* Backed by the same `useDashboardWidgets` hook that drives the
* Settings card — toggles update both surfaces optimistically.
*/
export function CustomizeWidgetsMenu() {
const [open, setOpen] = useState(false);
const { allWidgets, visibility, setVisible, setAll, resetToDefaults, isSaving } =
useDashboardWidgets();
const visibleCount = Object.values(visibility).filter(Boolean).length;
const allVisible = visibleCount === allWidgets.length;
const allHidden = visibleCount === 0;
// Reset is a no-op when state already matches the registry defaults —
// disable in that case to avoid pointless API round-trips.
const matchesDefaults = allWidgets.every((w) => (visibility[w.id] ?? false) === w.defaultVisible);
return (
<Dialog open={open} onOpenChange={setOpen}>
<DialogTrigger asChild>
<Button variant="outline" size="sm" className="gap-1.5">
<LayoutGrid className="h-4 w-4" />
Customize
</Button>
</DialogTrigger>
<DialogContent className="max-w-xl">
<DialogHeader>
<DialogTitle>Customize dashboard</DialogTitle>
<DialogDescription>
Pick which analytics cards appear on your dashboard. Hidden cards leave no empty space
the layout reflows to fill the available width.
</DialogDescription>
</DialogHeader>
{/* Toggle list. Capped at ~60vh with internal scroll so the modal
doesn't push the action footer off-screen on shorter viewports. */}
<div className="max-h-[60vh] -mx-2 overflow-y-auto px-2">
<div className="space-y-1 py-1">
{allWidgets.map((w) => (
<label
key={w.id}
className="flex cursor-pointer items-start justify-between gap-4 rounded-md px-3 py-2.5 hover:bg-accent/40"
>
<div className="min-w-0 flex-1">
<div className="text-sm font-medium text-foreground">{w.label}</div>
<p className="text-xs text-muted-foreground">{w.description}</p>
</div>
<Switch
aria-label={`Show ${w.label}`}
checked={visibility[w.id] ?? false}
disabled={isSaving}
onCheckedChange={(checked) => setVisible(w.id, checked)}
className="mt-0.5 shrink-0"
/>
</label>
))}
</div>
</div>
{/* Footer: stacks vertically on mobile (counter row, secondary
buttons row, full-width primary "Done") so no button gets
orphaned beneath the others. Reverts to single inline row at
sm+ where there's space. */}
<DialogFooter className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between sm:gap-2">
<span className="text-xs text-muted-foreground sm:order-first">
{visibleCount} of {allWidgets.length} visible
</span>
<div className="flex flex-wrap items-center gap-2 sm:flex-nowrap">
<Button
variant="ghost"
size="sm"
disabled={matchesDefaults || isSaving}
onClick={resetToDefaults}
>
Reset to defaults
</Button>
<Button
variant="outline"
size="sm"
disabled={allHidden || isSaving}
onClick={() => setAll(false)}
>
Hide all
</Button>
<Button
variant="outline"
size="sm"
disabled={allVisible || isSaving}
onClick={() => setAll(true)}
>
Show all
</Button>
<Button size="sm" onClick={() => setOpen(false)} className="w-full sm:w-auto">
Done
</Button>
</div>
</DialogFooter>
</DialogContent>
</Dialog>
);
}