Files
pn-new-crm/src/components/documents/new-document-menu.tsx
Matt 3ffee79f3f feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones
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>
2026-05-12 14:50:58 +02:00

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>
</>
);
}