Files
pn-new-crm/src/components/clients/portal-invite-button.tsx
Matt 3e4d9d6310 feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul
Major interest workflow expansion driven by the rapid-fire UX session.

EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.

Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.

Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.

Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).

Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).

Berth interest list overhaul:
  - Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
  - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
  - Per-letter row tinting via colored left-border accent + dot in cell
  - Documents tab merged Files (single attachments section)

Topbar improvements:
  - Always-visible back arrow on detail pages (path depth > 2)
  - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
    push their entity hierarchy (Clients › Mary Smith › Interest › B17)
  - Tighter spacing, softer separators, 160px crumb truncation

DataTable upgrades:
  - Page-size selector with All option (validator cap raised to 1000)
  - getRowClassName slot for per-row styling (used by berth tinting)
  - Fixed Radix SelectItem crash on empty-string values via __any__
    sentinel (was crashing every list page that opened a select filter)

Interest list:
  - Configurable columns picker
  - Stage cell clickable into detail
  - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
  - Save view moved into ColumnPicker menu; Views button hidden when
    no views are saved
  - Pipeline kanban board endpoint at /api/v1/interests/board with
    minimal projection, 5000-row cap + truncated banner, filter
    pass-through

Mobile chrome + sidebar collapse removed (always-expanded design choice).

User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00

156 lines
4.4 KiB
TypeScript

'use client';
import { useState } from 'react';
import { UserPlus, Loader2, Check } from 'lucide-react';
import { Button } from '@/components/ui/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { apiFetch } from '@/lib/api/client';
interface PortalInviteButtonProps {
clientId: string;
clientName: string;
defaultEmail?: string;
}
/**
* Admin button on the client detail header that creates a portal user for
* the client and sends them an activation email. Uses the client's primary
* email as the default but lets the admin override.
*/
export function PortalInviteButton({
clientId,
clientName,
defaultEmail,
}: PortalInviteButtonProps) {
const [open, setOpen] = useState(false);
const [email, setEmail] = useState(defaultEmail ?? '');
const [name, setName] = useState(clientName);
const [loading, setLoading] = useState(false);
const [error, setError] = useState('');
const [success, setSuccess] = useState(false);
function reset() {
setEmail(defaultEmail ?? '');
setName(clientName);
setError('');
setSuccess(false);
setLoading(false);
}
async function submit(e: React.FormEvent) {
e.preventDefault();
setLoading(true);
setError('');
try {
await apiFetch(`/api/v1/clients/${clientId}/portal-user`, {
method: 'POST',
body: { email, name },
});
setSuccess(true);
} catch (err) {
setError(err instanceof Error ? err.message : 'Failed to send invitation');
} finally {
setLoading(false);
}
}
return (
<>
<Button
variant="outline"
size="sm"
className="h-8"
onClick={() => {
reset();
setOpen(true);
}}
>
<UserPlus className="mr-1.5 h-3.5 w-3.5" />
Invite to portal
</Button>
<Dialog
open={open}
onOpenChange={(o) => {
if (!o) reset();
setOpen(o);
}}
>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>Invite to client portal</DialogTitle>
<DialogDescription>
We&apos;ll email an activation link. The client picks their own password from there.
</DialogDescription>
</DialogHeader>
{success ? (
<div className="py-4 flex items-center gap-3 text-sm text-green-700">
<Check className="h-5 w-5" />
Activation email sent to <strong>{email}</strong>.
</div>
) : (
<form onSubmit={submit} className="space-y-4 py-2">
<div className="space-y-1.5">
<Label htmlFor="invite-email">Email address</Label>
<Input
id="invite-email"
type="email"
required
autoFocus
value={email}
onChange={(e) => setEmail(e.target.value)}
disabled={loading}
placeholder="client@example.com"
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="invite-name">Display name (optional)</Label>
<Input
id="invite-name"
value={name}
onChange={(e) => setName(e.target.value)}
disabled={loading}
/>
</div>
{error && <p className="text-sm text-destructive">{error}</p>}
</form>
)}
<DialogFooter>
{success ? (
<Button onClick={() => setOpen(false)}>Done</Button>
) : (
<>
<Button type="button" variant="outline" onClick={() => setOpen(false)}>
Cancel
</Button>
<Button onClick={submit} disabled={loading || !email}>
{loading ? (
<>
<Loader2 className="h-4 w-4 mr-2 animate-spin" />
Sending
</>
) : (
'Send invitation'
)}
</Button>
</>
)}
</DialogFooter>
</DialogContent>
</Dialog>
</>
);
}