Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
355 lines
12 KiB
TypeScript
355 lines
12 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import { useParams } from 'next/navigation';
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import { Plus, Archive, Tag as TagIcon, TagsIcon, Trash2 } from 'lucide-react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { toast } from 'sonner';
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import { Button } from '@/components/ui/button';
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import { DataTable } from '@/components/shared/data-table';
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import { FilterBar } from '@/components/shared/filter-bar';
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import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
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import { SaveViewDialog } from '@/components/shared/save-view-dialog';
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import { PageHeader } from '@/components/shared/page-header';
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import { EmptyState } from '@/components/shared/empty-state';
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import { TableSkeleton } from '@/components/shared/loading-skeleton';
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import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { TagPicker } from '@/components/shared/tag-picker';
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import { BulkHardDeleteDialog } from '@/components/clients/bulk-hard-delete-dialog';
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import { BulkArchiveWizard } from '@/components/clients/bulk-archive-wizard';
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import { usePermissions } from '@/hooks/use-permissions';
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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 { ClientForm } from '@/components/clients/client-form';
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import { clientFilterDefinitions } from '@/components/clients/client-filters';
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import { ClientCard } from '@/components/clients/client-card';
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import {
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CLIENT_COLUMN_OPTIONS,
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CLIENT_DEFAULT_HIDDEN,
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getClientColumns,
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type ClientRow,
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} from '@/components/clients/client-columns';
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import { ColumnPicker } from '@/components/shared/column-picker';
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import { useCreateFromUrl } from '@/hooks/use-create-from-url';
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import { usePaginatedQuery } from '@/hooks/use-paginated-query';
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import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
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import { useTablePreferences } from '@/hooks/use-table-preferences';
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import { apiFetch } from '@/lib/api/client';
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export function ClientList() {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const queryClient = useQueryClient();
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const [createOpen, setCreateOpen] = useState(false);
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useCreateFromUrl(() => setCreateOpen(true));
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const [editClient, setEditClient] = useState<ClientRow | null>(null);
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const [archiveClient, setArchiveClient] = useState<ClientRow | null>(null);
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const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
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null,
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);
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const [tagChoice, setTagChoice] = useState<string[]>([]);
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const [bulkDeleteIds, setBulkDeleteIds] = useState<string[]>([]);
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const [bulkArchiveIds, setBulkArchiveIds] = useState<string[]>([]);
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const [saveViewOpen, setSaveViewOpen] = useState(false);
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const { can } = usePermissions();
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const canHardDelete = can('admin', 'permanently_delete_clients');
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const canBulkArchive = can('clients', 'delete');
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const canBulkTag = can('clients', 'edit');
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const {
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data,
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pagination,
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isLoading,
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isFetching,
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sort,
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setSort,
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setPage,
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setPageSize,
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filters,
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setFilter,
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clearFilters,
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} = usePaginatedQuery<ClientRow>({
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queryKey: ['clients'],
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endpoint: '/api/v1/clients',
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filterDefinitions: clientFilterDefinitions,
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});
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useRealtimeInvalidation({
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'client:created': [['clients']],
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'client:updated': [['clients']],
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'client:archived': [['clients']],
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'client:restored': [['clients']],
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});
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const archiveMutation = useMutation({
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mutationFn: (id: string) => apiFetch(`/api/v1/clients/${id}`, { method: 'DELETE' }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['clients'] });
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setArchiveClient(null);
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},
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});
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const bulkMutation = useMutation({
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mutationFn: async (
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payload:
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| { action: 'archive'; ids: string[] }
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| { action: 'add_tag'; ids: string[]; tagId: string }
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| { action: 'remove_tag'; ids: string[]; tagId: string },
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) =>
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apiFetch<{ data: { summary: { total: number; succeeded: number; failed: number } } }>(
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'/api/v1/clients/bulk',
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{ method: 'POST', body: payload },
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),
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onSuccess: (res) => {
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queryClient.invalidateQueries({ queryKey: ['clients'] });
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const s = res.data.summary;
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if (s.failed > 0) {
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toast.warning(`${s.succeeded} of ${s.total} succeeded. ${s.failed} failed.`);
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} else if (s.succeeded > 0) {
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toast.success(`${s.succeeded} client${s.succeeded === 1 ? '' : 's'} updated.`);
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}
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},
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onError: (err: unknown) => {
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toast.error(err instanceof Error ? err.message : 'Bulk action failed');
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},
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});
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const columns = getClientColumns({
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portSlug,
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onEdit: (client) => setEditClient(client),
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onArchive: (client) => setArchiveClient(client),
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});
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// Per-user column visibility, persisted into user_profiles.preferences
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// via /api/v1/me. Hidden IDs are the source of truth — `actions` and
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// `select` columns aren't user-toggleable so they're never in the
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// hidden set. New columns surface for existing users by default.
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const { hidden, setHidden } = useTablePreferences('clients', CLIENT_DEFAULT_HIDDEN);
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const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
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return (
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<div className="space-y-4">
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<PageHeader
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title="Clients"
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description="Manage your client records"
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variant="gradient"
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/>
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<div className="flex flex-wrap items-center gap-2">
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<FilterBar
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filters={clientFilterDefinitions}
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values={filters}
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onChange={setFilter}
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onClear={clearFilters}
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/>
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<SavedViewsDropdown
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entityType="clients"
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onApplyView={(savedFilters, _savedSort) => {
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clearFilters();
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Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
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}}
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/>
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<ColumnPicker
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columns={CLIENT_COLUMN_OPTIONS}
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hidden={hidden}
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onChange={setHidden}
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onSaveView={() => setSaveViewOpen(true)}
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/>
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{/* New Client moved out of PageHeader actions and into the
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filter row. Saves a row on mobile (no more dedicated
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actions strip). ml-auto keeps the primary action at the
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far-right edge, which is where reps look first. */}
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<PermissionGate resource="clients" action="create">
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<Button size="sm" className="ml-auto" onClick={() => setCreateOpen(true)}>
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<Plus className="mr-1.5 h-4 w-4" />
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New Client
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</Button>
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</PermissionGate>
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</div>
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<SaveViewDialog
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open={saveViewOpen}
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onOpenChange={setSaveViewOpen}
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entityType="clients"
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currentFilters={filters}
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currentSort={sort}
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/>
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{isLoading ? (
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<TableSkeleton />
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) : (
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<DataTable
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columns={columns}
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columnVisibility={columnVisibility}
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data={data}
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pagination={pagination}
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onPaginationChange={(p, ps) => {
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setPage(p);
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setPageSize(ps);
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}}
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sort={sort}
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onSortChange={setSort}
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isLoading={isFetching && !isLoading}
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getRowId={(row) => row.id}
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bulkActions={[
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...(canBulkTag
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? [
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{
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label: 'Add tag',
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icon: TagIcon,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setTagChoice([]);
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setTagDialog({ ids, mode: 'add' });
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},
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},
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{
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label: 'Remove tag',
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icon: TagsIcon,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setTagChoice([]);
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setTagDialog({ ids, mode: 'remove' });
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},
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},
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]
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: []),
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...(canBulkArchive
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? [
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{
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label: 'Archive',
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icon: Archive,
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variant: 'destructive' as const,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setBulkArchiveIds(ids);
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},
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},
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]
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: []),
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...(canHardDelete
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? [
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{
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label: 'Permanently delete (archived only)',
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icon: Trash2,
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variant: 'destructive' as const,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setBulkDeleteIds(ids);
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},
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},
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]
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: []),
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]}
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cardRender={(row) => (
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<ClientCard
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client={row.original}
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portSlug={portSlug}
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onEdit={setEditClient}
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onArchive={setArchiveClient}
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/>
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)}
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emptyState={
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<EmptyState
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title="No clients found"
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description="Get started by adding your first client."
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action={{ label: 'New Client', onClick: () => setCreateOpen(true) }}
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/>
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}
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/>
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)}
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{/* Bulk tag add/remove */}
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<Dialog open={!!tagDialog} onOpenChange={(o) => !o && setTagDialog(null)}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>{tagDialog?.mode === 'add' ? 'Add tag' : 'Remove tag'}</DialogTitle>
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<DialogDescription>
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{tagDialog?.mode === 'add'
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? `Add a tag to ${tagDialog?.ids.length ?? 0} selected client${tagDialog?.ids.length === 1 ? '' : 's'}.`
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: `Remove a tag from ${tagDialog?.ids.length ?? 0} selected client${tagDialog?.ids.length === 1 ? '' : 's'}. Clients without the tag are unchanged.`}
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</DialogDescription>
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</DialogHeader>
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<div className="py-2">
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<TagPicker
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selectedIds={tagChoice}
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onChange={(ids) => setTagChoice(ids.slice(-1))}
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placeholder="Pick one tag…"
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/>
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<p className="text-xs text-muted-foreground mt-2">
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Pick a single tag. To apply multiple tags, run the action once per tag.
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</p>
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => setTagDialog(null)}>
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Cancel
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</Button>
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<Button
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disabled={bulkMutation.isPending || tagChoice.length === 0}
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onClick={() => {
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if (!tagDialog || tagChoice.length === 0) return;
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const tagId = tagChoice[0];
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if (!tagId) return;
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bulkMutation.mutate(
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{
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action: tagDialog.mode === 'add' ? 'add_tag' : 'remove_tag',
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ids: tagDialog.ids,
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tagId,
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},
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{ onSettled: () => setTagDialog(null) },
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);
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}}
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>
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Apply
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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<ClientForm open={createOpen} onOpenChange={setCreateOpen} />
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{editClient && (
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<ClientForm
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open={!!editClient}
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onOpenChange={(open) => !open && setEditClient(null)}
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client={editClient as unknown as NonNullable<Parameters<typeof ClientForm>[0]['client']>}
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/>
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)}
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<ArchiveConfirmDialog
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open={!!archiveClient}
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onOpenChange={(open) => !open && setArchiveClient(null)}
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entityName={archiveClient?.fullName ?? ''}
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entityType="Client"
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isArchived={false}
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onConfirm={() => archiveClient && archiveMutation.mutate(archiveClient.id)}
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isLoading={archiveMutation.isPending}
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/>
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<BulkHardDeleteDialog
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open={bulkDeleteIds.length > 0}
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onOpenChange={(open) => !open && setBulkDeleteIds([])}
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clientIds={bulkDeleteIds}
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onDeleted={() => setBulkDeleteIds([])}
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/>
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<BulkArchiveWizard
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open={bulkArchiveIds.length > 0}
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onOpenChange={(open) => !open && setBulkArchiveIds([])}
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clientIds={bulkArchiveIds}
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onSuccess={() => setBulkArchiveIds([])}
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/>
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</div>
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);
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}
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