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>
129 lines
4.7 KiB
TypeScript
129 lines
4.7 KiB
TypeScript
'use client';
|
|
|
|
import { useState } from 'react';
|
|
import Link from 'next/link';
|
|
import { useQueryClient } from '@tanstack/react-query';
|
|
import { ChevronDown, FileSignature, Plus, Upload } from 'lucide-react';
|
|
|
|
import { Button } from '@/components/ui/button';
|
|
import {
|
|
Dialog,
|
|
DialogContent,
|
|
DialogDescription,
|
|
DialogHeader,
|
|
DialogTitle,
|
|
} from '@/components/ui/dialog';
|
|
import {
|
|
DropdownMenu,
|
|
DropdownMenuContent,
|
|
DropdownMenuItem,
|
|
DropdownMenuTrigger,
|
|
} from '@/components/ui/dropdown-menu';
|
|
import { FileUploadZone } from '@/components/files/file-upload-zone';
|
|
|
|
/**
|
|
* Dropdown that replaces the bare "+ New document" button on the documents
|
|
* hub. Splits the action into the two real flows so reps know which one
|
|
* they want before they click:
|
|
* - "Upload file" → opens a dialog with FileUploadZone scoped to the
|
|
* current folder + entity context. No signing flow attached.
|
|
* - "Generate document for signing" → links to /documents/new wizard.
|
|
*
|
|
* Folder/entity context is passed through so uploaded files land in the
|
|
* right place (entity FK + folder_id). Drops do the same via FileUploadZone's
|
|
* existing folderId / entity props.
|
|
*/
|
|
interface NewDocumentMenuProps {
|
|
portSlug: string;
|
|
/** Selected folderId, or null for the root folder, or undefined when the
|
|
* user is on the hub landing page (no folder selected). */
|
|
folderId?: string | null;
|
|
/** Entity context for system-managed entity folders. When set, uploaded
|
|
* files are wired to the right FK column on the files table. */
|
|
entityType?: 'client' | 'company' | 'yacht';
|
|
entityId?: string;
|
|
/** Visual variant: "default" for big banner placement, "sm" for the
|
|
* inline-with-breadcrumb placement on folder views. */
|
|
size?: 'default' | 'sm';
|
|
}
|
|
|
|
export function NewDocumentMenu({
|
|
portSlug,
|
|
folderId,
|
|
entityType,
|
|
entityId,
|
|
size = 'default',
|
|
}: NewDocumentMenuProps) {
|
|
const [uploadOpen, setUploadOpen] = useState(false);
|
|
const queryClient = useQueryClient();
|
|
|
|
return (
|
|
<>
|
|
<DropdownMenu>
|
|
<DropdownMenuTrigger asChild>
|
|
<Button size={size}>
|
|
<Plus className="mr-1.5 h-4 w-4" />
|
|
New document
|
|
<ChevronDown className="ml-1.5 h-4 w-4 opacity-80" />
|
|
</Button>
|
|
</DropdownMenuTrigger>
|
|
<DropdownMenuContent align="end" className="w-64">
|
|
<DropdownMenuItem onSelect={() => setUploadOpen(true)} className="gap-2 py-2.5">
|
|
<Upload className="h-4 w-4" />
|
|
<div className="flex flex-col">
|
|
<span>Upload file</span>
|
|
<span className="text-xs text-muted-foreground">
|
|
Drop or browse — stored in the current folder
|
|
</span>
|
|
</div>
|
|
</DropdownMenuItem>
|
|
<DropdownMenuItem asChild className="gap-2 py-2.5">
|
|
<Link href={`/${portSlug}/documents/new`}>
|
|
<FileSignature className="h-4 w-4" />
|
|
<div className="flex flex-col">
|
|
<span>Generate document for signing</span>
|
|
<span className="text-xs text-muted-foreground">
|
|
EOI, contract, or custom — sent for e-signature
|
|
</span>
|
|
</div>
|
|
</Link>
|
|
</DropdownMenuItem>
|
|
</DropdownMenuContent>
|
|
</DropdownMenu>
|
|
|
|
<Dialog open={uploadOpen} onOpenChange={setUploadOpen}>
|
|
<DialogContent className="sm:max-w-md">
|
|
<DialogHeader>
|
|
<DialogTitle>Upload file</DialogTitle>
|
|
<DialogDescription>
|
|
{folderId === undefined
|
|
? 'File will be added to the root.'
|
|
: entityType && entityId
|
|
? `File will be filed under this ${entityType}.`
|
|
: 'File will be added to the current folder.'}
|
|
</DialogDescription>
|
|
</DialogHeader>
|
|
<FileUploadZone
|
|
folderId={folderId ?? null}
|
|
entityType={entityType}
|
|
entityId={entityId}
|
|
clientId={entityType === 'client' ? entityId : undefined}
|
|
companyId={entityType === 'company' ? entityId : undefined}
|
|
yachtId={entityType === 'yacht' ? entityId : undefined}
|
|
onUploadComplete={(file) => {
|
|
if (!file) {
|
|
// Trailing "batch done" call — invalidate hub caches so the
|
|
// newly-uploaded file appears in the Recent files / folder
|
|
// listings without a manual reload.
|
|
queryClient.invalidateQueries({ queryKey: ['files'] });
|
|
queryClient.invalidateQueries({ queryKey: ['documents'] });
|
|
setUploadOpen(false);
|
|
}
|
|
}}
|
|
/>
|
|
</DialogContent>
|
|
</Dialog>
|
|
</>
|
|
);
|
|
}
|