Files
pn-new-crm/src/components/interests/interest-list.tsx
Matt 95724c8e3a fix(uat): prod UAT batch — reports, sidebar, search, berths, breakpoint
- financial report: drop Expenses KPI, Net Contribution, cash-flow chart,
  expense donut + ledger (expenses are business-trip costs, not net contribution)
- dashboard report PDF: pagination-safe tables (TableSection + per-row wrap)
  so long doc lists no longer overlap/crush
- clients PDF report: rename "Nationality" -> "Country"
- sidebar: hide a section header when all its items gate off (FINANCIAL orphan)
- topbar: move global search into the 1fr grid track so it can't overlap "New"
- clients card: show all linked berths (not just latest interest's primary)
- berths list: hide table-only toggles (ft/m, density, columns) in card mode
- lists: lower table/card breakpoint lg -> md so narrow desktops get tables
- alert-rules: stale floor created_at -> updated_at (survives created_at backfill)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 15:41:31 +02:00

503 lines
19 KiB
TypeScript

'use client';
import { useEffect, useState } from 'react';
import { useParams } from 'next/navigation';
import {
Plus,
LayoutList,
Kanban,
Archive,
ArrowRight,
Tag as TagIcon,
TagsIcon,
} from 'lucide-react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { toast } from 'sonner';
import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
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,
INTEREST_COLUMN_OPTIONS,
INTEREST_DEFAULT_HIDDEN,
type InterestRow,
} from '@/components/interests/interest-columns';
import { ColumnPicker } from '@/components/shared/column-picker';
import { ExportListPdfButton } from '@/components/reports/export-list-pdf-button';
import { SaveViewDialog } from '@/components/shared/save-view-dialog';
import { useCreateFromUrl } from '@/hooks/use-create-from-url';
import { useTablePreferences } from '@/hooks/use-table-preferences';
import { InterestCard } from '@/components/interests/interest-card';
import { StageLegend } from '@/components/interests/stage-legend';
import { TagPicker } from '@/components/shared/tag-picker';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { useConfirmation } from '@/hooks/use-confirmation';
import { apiFetch } from '@/lib/api/client';
import { usePipelineStore } from '@/stores/pipeline-store';
import { PIPELINE_STAGES, STAGE_LABELS, type PipelineStage } from '@/lib/constants';
export function InterestList() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const queryClient = useQueryClient();
const { confirm, dialog: confirmDialog } = useConfirmation();
const { viewMode, setViewMode } = usePipelineStore();
// M-U14: surface the page title in the mobile topbar.
const { setChrome } = useMobileChrome();
useEffect(() => {
setChrome({ title: 'Interests', showBackButton: false });
return () => setChrome({ title: null, showBackButton: false });
}, [setChrome]);
// Force the list view at mobile widths even when the user previously
// toggled the kanban from desktop - the board is desktop-only.
useEffect(() => {
if (typeof window === 'undefined') return;
if (viewMode === 'board' && window.innerWidth < 640) setViewMode('table');
}, [viewMode, setViewMode]);
const [createOpen, setCreateOpen] = useState(false);
useCreateFromUrl(() => setCreateOpen(true));
const [editInterest, setEditInterest] = useState<InterestRow | null>(null);
const [archiveInterest, setArchiveInterest] = useState<InterestRow | null>(null);
const [saveViewOpen, setSaveViewOpen] = useState(false);
// Bulk-action dialog state
const [stageDialog, setStageDialog] = useState<{ ids: string[] } | null>(null);
const [stageChoice, setStageChoice] = useState<PipelineStage>('enquiry');
const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
null,
);
const [tagChoice, setTagChoice] = useState<string[]>([]);
const {
data,
pagination,
isLoading,
isFetching,
sort,
setSort,
setPage,
setPageSize,
filters,
setFilter,
applyView,
clearFilters,
} = usePaginatedQuery<InterestRow>({
queryKey: ['interests'],
endpoint: '/api/v1/interests',
// Surface the active sort visibly on the column header. The API
// already defaults to updatedAt desc when no sort param is sent, but
// without this the table renders with no active-sort indicator and
// the rep can't tell what ordering is in play. Newly added / edited
// deals bubble to the top of the list - the most useful default for
// triage.
initialSort: { field: 'updatedAt', direction: 'desc' },
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/${id}`, { method: 'DELETE' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['interests'] });
setArchiveInterest(null);
},
});
// Single bulk endpoint replaces the prior parallel fan-out - gives
// the user a per-row failure summary and shares one server-side
// permission check.
const bulkMutation = useMutation({
mutationFn: async (
payload:
| { action: 'archive'; ids: string[] }
| { action: 'change_stage'; ids: string[]; pipelineStage: PipelineStage }
| { action: 'add_tag'; ids: string[]; tagId: string }
| { action: 'remove_tag'; ids: string[]; tagId: string },
) =>
apiFetch<{ data: { summary: { total: number; succeeded: number; failed: number } } }>(
'/api/v1/interests/bulk',
{ method: 'POST', body: payload },
),
onSuccess: (res) => {
queryClient.invalidateQueries({ queryKey: ['interests'] });
const s = res.data.summary;
if (s.failed > 0) {
toast.warning(
`${s.succeeded} of ${s.total} succeeded. ${s.failed} failed - check the activity log.`,
);
}
},
});
const columns = getInterestColumns({
portSlug,
onEdit: (interest) => setEditInterest(interest),
onArchive: (interest) => setArchiveInterest(interest),
});
// Persisted per-user column visibility - same pattern as ClientList.
// The hidden array is the source of truth; built columns stay
// declared and we drive table visibility via columnVisibility.
const { hidden, setHidden } = useTablePreferences('interests', INTEREST_DEFAULT_HIDDEN);
const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
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">
{/* Kanban view is desktop-only - mobile drops the toggle and
falls back to the list/cards view (the board's column
horizontal-scroll model is unusable at phone widths). */}
<div
className="hidden sm:flex items-center border rounded-md overflow-hidden"
role="group"
aria-label="View mode"
>
<Button
size="sm"
variant={viewMode === 'table' ? 'default' : 'ghost'}
className="rounded-none"
aria-label="Table view"
aria-pressed={viewMode === 'table'}
onClick={() => setViewMode('table')}
>
<LayoutList className="h-4 w-4" aria-hidden />
</Button>
<Button
size="sm"
variant={viewMode === 'board' ? 'default' : 'ghost'}
className="rounded-none"
aria-label="Board view"
aria-pressed={viewMode === 'board'}
onClick={() => setViewMode('board')}
>
<Kanban className="h-4 w-4" aria-hidden />
</Button>
</div>
<PermissionGate resource="interests" action="create">
<Button size="sm" onClick={() => setCreateOpen(true)}>
<Plus className="mr-1.5 h-4 w-4" aria-hidden />
New Interest
</Button>
</PermissionGate>
</div>
}
/>
<div className="flex flex-wrap items-center gap-2">
{/* On the kanban view we strip filters that don't make sense
* there: `pipelineStage` (the columns ARE the stages) and
* `includeArchived` (the board is for active deals - the
* list view is the place to see history). The board endpoint
* rejects these via boardFiltersSchema if they're sent. */}
<FilterBar
filters={
viewMode === 'board'
? interestFilterDefinitions.filter(
(f) => f.key !== 'pipelineStage' && f.key !== 'includeArchived',
)
: 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>
{/* Right-aligned toolbar group: saved views + column picker + stage
legend. `ml-auto` pushes the group to the right edge so it sits
flush with where the table extends to on desktop. Wraps to a new
line on narrow viewports because the outer container is
`flex-wrap`. Kanban view hides the table-only controls. */}
<div className="ml-auto flex flex-wrap items-center gap-2">
{viewMode === 'table' ? (
<>
<SavedViewsDropdown
entityType="interests"
onApplyView={(savedFilters, savedSort) => {
applyView({ filters: savedFilters, sort: savedSort });
}}
/>
<ColumnPicker
columns={INTEREST_COLUMN_OPTIONS}
hidden={hidden}
onChange={setHidden}
onSaveView={() => setSaveViewOpen(true)}
/>
<ExportListPdfButton kind="interests" />
</>
) : null}
<StageLegend />
</div>
</div>
<SaveViewDialog
open={saveViewOpen}
onOpenChange={setSaveViewOpen}
entityType="interests"
currentFilters={filters}
currentSort={sort}
/>
{viewMode === 'board' ? (
<PipelineBoard filters={filters} />
) : isLoading ? (
<TableSkeleton />
) : (
<DataTable
columns={columns}
columnVisibility={columnVisibility}
data={data}
pagination={pagination}
onPaginationChange={(p, ps) => {
setPage(p);
setPageSize(ps);
}}
sort={sort}
onSortChange={setSort}
isLoading={isFetching && !isLoading}
getRowId={(row) => row.id}
bulkActions={[
{
label: 'Change stage',
icon: ArrowRight,
onClick: (ids) => {
if (ids.length === 0) return;
setStageChoice('enquiry');
setStageDialog({ ids });
},
},
{
label: 'Add tag',
icon: TagIcon,
onClick: (ids) => {
if (ids.length === 0) return;
setTagChoice([]);
setTagDialog({ ids, mode: 'add' });
},
},
{
label: 'Remove tag',
icon: TagsIcon,
onClick: (ids) => {
if (ids.length === 0) return;
setTagChoice([]);
setTagDialog({ ids, mode: 'remove' });
},
},
{
label: 'Archive',
icon: Archive,
variant: 'destructive',
onClick: async (ids) => {
if (ids.length === 0) return;
const ok = await confirm({
title: `Archive ${ids.length} interest${ids.length === 1 ? '' : 's'}`,
description: 'This can be undone from the archived list.',
confirmLabel: 'Archive',
});
if (!ok) return;
bulkMutation.mutate({ action: 'archive', 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 md:hidden"
>
<Plus className="h-6 w-6" aria-hidden />
</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}
/>
{/* Bulk: change stage */}
<Dialog open={!!stageDialog} onOpenChange={(o) => !o && setStageDialog(null)}>
<DialogContent>
<DialogHeader>
<DialogTitle>Change stage</DialogTitle>
<DialogDescription>
Move {stageDialog?.ids.length ?? 0} interest
{stageDialog?.ids.length === 1 ? '' : 's'} to a new pipeline stage. Invalid
transitions are skipped per row.
</DialogDescription>
</DialogHeader>
<div className="py-2">
<Select value={stageChoice} onValueChange={(v) => setStageChoice(v as PipelineStage)}>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{PIPELINE_STAGES.map((s) => (
<SelectItem key={s} value={s}>
{STAGE_LABELS[s]}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setStageDialog(null)}>
Cancel
</Button>
<Button
disabled={bulkMutation.isPending}
onClick={() => {
if (!stageDialog) return;
bulkMutation.mutate(
{ action: 'change_stage', ids: stageDialog.ids, pipelineStage: stageChoice },
{ onSettled: () => setStageDialog(null) },
);
}}
>
Apply
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{/* Bulk: add / remove tag */}
<Dialog open={!!tagDialog} onOpenChange={(o) => !o && setTagDialog(null)}>
<DialogContent>
<DialogHeader>
<DialogTitle>{tagDialog?.mode === 'add' ? 'Add tag' : 'Remove tag'}</DialogTitle>
<DialogDescription>
{tagDialog?.mode === 'add'
? `Add a tag to ${tagDialog?.ids.length ?? 0} selected interest${tagDialog?.ids.length === 1 ? '' : 's'}.`
: `Remove a tag from ${tagDialog?.ids.length ?? 0} selected interest${tagDialog?.ids.length === 1 ? '' : 's'}. Interests that don't have the tag are unchanged.`}
</DialogDescription>
</DialogHeader>
<div className="py-2">
<TagPicker
selectedIds={tagChoice}
onChange={(ids) => setTagChoice(ids.slice(-1))}
placeholder="Pick one tag…"
/>
<p className="text-xs text-muted-foreground mt-2">
Pick a single tag. To apply multiple tags, run the action once per tag.
</p>
</div>
<DialogFooter>
<Button variant="outline" onClick={() => setTagDialog(null)}>
Cancel
</Button>
<Button
disabled={bulkMutation.isPending || tagChoice.length === 0}
onClick={() => {
if (!tagDialog || tagChoice.length === 0) return;
const tagId = tagChoice[0];
if (!tagId) return;
bulkMutation.mutate(
{
action: tagDialog.mode === 'add' ? 'add_tag' : 'remove_tag',
ids: tagDialog.ids,
tagId,
},
{ onSettled: () => setTagDialog(null) },
);
}}
>
Apply
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
{confirmDialog}
</div>
);
}