Files
pn-new-crm/src/components/interests/interest-list.tsx
Matt Ciaccio c4a41d5f5b feat(expenses+interests): trip/event grouping (lightweight)
Per the trips/events design discussion: instead of building a full
events domain (table + CRUD UI + calendar) for the 6–12 yacht shows
a year, ship the cheap version that covers the actual asks.

Expenses — `tripLabel` free-text:
- New `expenses.trip_label` text column (migration 0039) + index for
  filter / autocomplete lookup.
- Validator: createExpenseShape + listExpensesSchema +
  exportExpensePdfSchema.filter all accept tripLabel.
- Service: createExpense + updateExpense persist; listExpenses filters;
  new `listTripLabels(portId, search?)` returns distinct values
  ordered by most-recent expenseDate so the autocomplete surfaces
  recently-used labels first.
- New `GET /api/v1/expenses/trip-labels` endpoint (gated by
  expenses.view) backs the autocomplete.
- Form dialog: native `<datalist>` powered by the autocomplete query
  so reps don't end up with "Palm Beach 2026" / "palm-beach 2026"
  fragmented across two PDF sections.
- Expense list: new "Trip" column (badge) + free-text filter.
- Detail page: trip label rendered alongside Category / Payer.
- PDF export: GroupBy gains 'trip'; filter.tripLabel narrows the
  export. Untagged rows fall under "(no trip)".
- Trim/normalize on write so " Palm Beach 2026 " === "Palm Beach 2026".

Interests — event tagging via existing tag system:
- Reps can tag interests with an event tag (e.g. "Palm Beach 2026")
  via the existing InlineTagEditor on the detail page; tags are
  port-scoped and reusable.
- Interest list now has a TagPicker filter rendered next to the
  FilterBar so reps can sort prospects by event attended ("show me
  every lead from Palm Beach"). Hidden 'relation'-typed
  FilterDefinition for tagIds wires URL round-trip + saved-views
  capture without rendering inside the FilterBar.
- FilterBar deserializer now handles `relation` types as comma-joined
  arrays on URL load.

Why a free-text trip label and not a trips table:
- 6–12 events/year doesn't justify a domain. The CRUD UI cost would
  be most of the engineering, and reps already have the events on
  their personal calendars.
- If usage proves demand for per-event ROI dashboards or richer
  attribution, promote to a real `trips` table later. Migration
  path: trip_label → tripId is a backfill+swap.

Test status: 1168/1168 vitest. tsc clean. Migration 0039 applied
in dev (also caught + fixed an unrelated audit-v3 follow-up: 0037
had `idx_br_interest` colliding with the existing
`berth_recommendations.idx_br_interest`; renamed to
`idx_brr_interest` / `idx_brr_contract_file`).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 13:46:54 +02:00

245 lines
8.8 KiB
TypeScript

'use client';
import { useState } from 'react';
import { useParams } from 'next/navigation';
import { Plus, LayoutList, Kanban, Archive } from 'lucide-react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { Button } from '@/components/ui/button';
import { DataTable } from '@/components/shared/data-table';
import { FilterBar } from '@/components/shared/filter-bar';
import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
import { PageHeader } from '@/components/shared/page-header';
import { EmptyState } from '@/components/shared/empty-state';
import { TableSkeleton } from '@/components/shared/loading-skeleton';
import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
import { PermissionGate } from '@/components/shared/permission-gate';
import { InterestForm } from '@/components/interests/interest-form';
import { PipelineBoard } from '@/components/interests/pipeline-board';
import { interestFilterDefinitions } from '@/components/interests/interest-filters';
import { getInterestColumns, type InterestRow } from '@/components/interests/interest-columns';
import { InterestCard } from '@/components/interests/interest-card';
import { TagPicker } from '@/components/shared/tag-picker';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { apiFetch } from '@/lib/api/client';
import { usePipelineStore } from '@/stores/pipeline-store';
export function InterestList() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const queryClient = useQueryClient();
const { viewMode, setViewMode } = usePipelineStore();
const [createOpen, setCreateOpen] = useState(false);
const [editInterest, setEditInterest] = useState<InterestRow | null>(null);
const [archiveInterest, setArchiveInterest] = useState<InterestRow | null>(null);
const {
data,
pagination,
isLoading,
isFetching,
sort,
setSort,
setPage,
setPageSize,
filters,
setFilter,
clearFilters,
} = usePaginatedQuery<InterestRow>({
queryKey: ['interests'],
endpoint: '/api/v1/interests',
filterDefinitions: interestFilterDefinitions,
});
useRealtimeInvalidation({
'interest:created': [['interests']],
'interest:updated': [['interests']],
'interest:stageChanged': [['interests']],
'interest:archived': [['interests']],
'interest:berthLinked': [['interests']],
'interest:berthUnlinked': [['interests']],
});
const archiveMutation = useMutation({
mutationFn: (id: string) => apiFetch(`/api/v1/interests/${id}`, { method: 'DELETE' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['interests'] });
setArchiveInterest(null);
},
});
const bulkArchiveMutation = useMutation({
mutationFn: async (ids: string[]) => {
// Concurrent fan-out - small batches in practice (page size cap = 100).
// If a single delete fails the others still run; the rejected one
// surfaces a toast via the standard apiFetch error path.
await Promise.all(ids.map((id) => apiFetch(`/api/v1/interests/${id}`, { method: 'DELETE' })));
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['interests'] });
},
});
const columns = getInterestColumns({
portSlug,
onEdit: (interest) => setEditInterest(interest),
onArchive: (interest) => setArchiveInterest(interest),
});
return (
<div className="space-y-4">
<PageHeader
title="Interests"
description="Track prospective berth interest and pipeline"
variant="gradient"
actions={
<div className="flex items-center gap-2">
<div className="flex items-center border rounded-md overflow-hidden">
<Button
size="sm"
variant={viewMode === 'table' ? 'default' : 'ghost'}
className="rounded-none"
onClick={() => setViewMode('table')}
>
<LayoutList className="h-4 w-4" />
</Button>
<Button
size="sm"
variant={viewMode === 'board' ? 'default' : 'ghost'}
className="rounded-none"
onClick={() => setViewMode('board')}
>
<Kanban className="h-4 w-4" />
</Button>
</div>
<PermissionGate resource="interests" action="create">
<Button size="sm" onClick={() => setCreateOpen(true)}>
<Plus className="mr-1.5 h-4 w-4" />
New Interest
</Button>
</PermissionGate>
</div>
}
/>
<div className="flex flex-wrap items-center gap-2">
<FilterBar
filters={interestFilterDefinitions}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
{/* Tag picker — primary use case is filtering by event/yacht-show
* ("Palm Beach 2026") that the rep tagged interests with at the
* show. The validator already accepts `tagIds` on listInterests;
* this surfaces the input in the filter UI. */}
<div className="min-w-[200px]">
<TagPicker
selectedIds={Array.isArray(filters.tagIds) ? (filters.tagIds as string[]) : []}
onChange={(ids) => setFilter('tagIds', ids)}
placeholder="Filter by tag / event…"
/>
</div>
<SavedViewsDropdown
entityType="interests"
currentFilters={filters}
currentSort={sort}
onApplyView={(savedFilters) => {
clearFilters();
Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
}}
/>
</div>
{viewMode === 'board' ? (
<PipelineBoard />
) : isLoading ? (
<TableSkeleton />
) : (
<DataTable
columns={columns}
data={data}
pagination={pagination}
onPaginationChange={(p, ps) => {
setPage(p);
setPageSize(ps);
}}
sort={sort}
onSortChange={setSort}
isLoading={isFetching && !isLoading}
getRowId={(row) => row.id}
bulkActions={[
{
label: 'Archive',
icon: Archive,
variant: 'destructive',
onClick: (ids) => {
if (ids.length === 0) return;
if (
!window.confirm(
`Archive ${ids.length} interest${ids.length === 1 ? '' : 's'}? This can be undone from the archived list.`,
)
) {
return;
}
bulkArchiveMutation.mutate(ids);
},
},
]}
cardRender={(row) => (
<InterestCard
interest={row.original}
portSlug={portSlug}
onEdit={setEditInterest}
onArchive={setArchiveInterest}
/>
)}
emptyState={
<EmptyState
title="No interests found"
description="Get started by adding your first interest."
action={{ label: 'New Interest', onClick: () => setCreateOpen(true) }}
/>
}
/>
)}
{/* Mobile FAB - primary "New interest" affordance for the bottom-tab UX.
Sits above the bottom nav (pb-safe-bottom + 70px tab height + 16px
gap). Hidden on lg+ where the header button already does the job. */}
<PermissionGate resource="interests" action="create">
<button
type="button"
onClick={() => setCreateOpen(true)}
aria-label="New interest"
className="fixed bottom-[calc(env(safe-area-inset-bottom)+86px)] right-4 z-40 inline-flex h-12 w-12 items-center justify-center rounded-full bg-primary text-primary-foreground shadow-lg transition-transform hover:scale-105 active:scale-95 lg:hidden"
>
<Plus className="h-6 w-6" />
</button>
</PermissionGate>
<InterestForm open={createOpen} onOpenChange={setCreateOpen} />
{editInterest && (
<InterestForm
open={!!editInterest}
onOpenChange={(open) => !open && setEditInterest(null)}
interest={editInterest as unknown as Parameters<typeof InterestForm>[0]['interest']}
/>
)}
<ArchiveConfirmDialog
open={!!archiveInterest}
onOpenChange={(open) => !open && setArchiveInterest(null)}
entityName={archiveInterest?.clientName ?? 'Interest'}
entityType="Interest"
isArchived={false}
onConfirm={() => archiveInterest && archiveMutation.mutate(archiveInterest.id)}
isLoading={archiveMutation.isPending}
/>
</div>
);
}