Files
pn-new-crm/src/app/(dashboard)/[portSlug]/invoices/new/page.tsx
Matt Ciaccio 57a099acc4 fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton
- Documents hub signer status now renders via a label map (`Pending`,
  `Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
  via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
  swaps the "Payment Method" free-text input for a `Select` of labelled
  options (`Bank transfer`, `Credit card`, …) so we never store
  `bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
  helper so values like `waiting_for_signatures` show as
  `Waiting For Signatures` (correctly title-cased) instead of being a
  lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
  renders any unknown outcome as a closed-state badge, preventing a
  closed interest from looking open just because its enum was added
  upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
  `userName` alongside `userId`; the client renders the resolved name
  instead of a 36-char UUID. Falls back to `'a teammate'` if the user
  row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
  with a server-resolved client/company name via a small `useQuery`,
  so users can confirm they picked the right billing entity before
  submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
  card skeleton during the server-component / initial-query window
  that previously flashed empty.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 23:01:35 +02:00

486 lines
18 KiB
TypeScript

'use client';
import { useEffect, useState } from 'react';
import { useParams, useRouter, useSearchParams } from 'next/navigation';
import { useForm, FormProvider } from 'react-hook-form';
import { zodResolver } from '@hookform/resolvers/zod';
import { useMutation, useQuery } from '@tanstack/react-query';
import { ChevronLeft, ChevronRight, Check, Loader2, Wallet } from 'lucide-react';
import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Textarea } from '@/components/ui/textarea';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { OwnerPicker } from '@/components/shared/owner-picker';
import { InvoiceLineItems } from '@/components/invoices/invoice-line-items';
import { apiFetch } from '@/lib/api/client';
import { createInvoiceSchema, type CreateInvoiceInput } from '@/lib/validators/invoices';
const PAYMENT_TERMS = [
{ label: 'Immediate', value: 'immediate' },
{ label: 'Net 10', value: 'net10' },
{ label: 'Net 15', value: 'net15' },
{ label: 'Net 30', value: 'net30' },
{ label: 'Net 45', value: 'net45' },
{ label: 'Net 60', value: 'net60' },
];
const STEPS = [
{ id: 1, label: 'Client Info' },
{ id: 2, label: 'Line Items' },
{ id: 3, label: 'Review' },
];
export default function NewInvoicePage() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const router = useRouter();
const searchParams = useSearchParams();
const prefilledInterestId = searchParams.get('interestId') ?? undefined;
const prefilledKind =
searchParams.get('kind') === 'deposit' ? ('deposit' as const) : ('general' as const);
const [step, setStep] = useState(1);
const { setChrome } = useMobileChrome();
useEffect(() => {
setChrome({ title: 'New Invoice', showBackButton: true });
return () => setChrome({ title: null, showBackButton: false });
}, [setChrome]);
// When the form is launched from an interest detail with `?interestId=…&kind=deposit`,
// fetch enough of the interest to display "Deposit for {client} — Berth {n}" in
// the review step. Doubles as the source of truth for the billing entity prefill.
const { data: prefilledInterest } = useQuery<{
data: {
id: string;
clientId: string;
clientName: string | null;
berthMooringNumber: string | null;
};
}>({
queryKey: ['interest-prefill', prefilledInterestId],
queryFn: () => apiFetch(`/api/v1/interests/${prefilledInterestId}`),
enabled: !!prefilledInterestId,
});
const methods = useForm<CreateInvoiceInput>({
resolver: zodResolver(createInvoiceSchema),
defaultValues: {
paymentTerms: 'net30',
currency: 'USD',
lineItems: [],
expenseIds: [],
interestId: prefilledInterestId,
kind: prefilledKind,
},
});
const {
register,
handleSubmit,
watch,
setValue,
formState: { errors },
} = methods;
const watchedValues = watch();
const isDepositInvoice = watchedValues.kind === 'deposit';
// Resolve the selected billing entity to a human name so the review step
// shows "Acme Yacht Charters" instead of "company 4f2a1b…".
const billingEntityRef = watchedValues.billingEntity ?? null;
const { data: billingEntityName } = useQuery<{ name: string }>({
queryKey: ['billing-entity-name', billingEntityRef?.type, billingEntityRef?.id],
queryFn: async () => {
if (!billingEntityRef) return { name: '' };
const path =
billingEntityRef.type === 'company'
? `/api/v1/companies/${billingEntityRef.id}`
: `/api/v1/clients/${billingEntityRef.id}`;
const res = await apiFetch<{
data: { fullName?: string; name?: string };
}>(path);
return {
name: res?.data?.fullName ?? res?.data?.name ?? '',
};
},
enabled: !!billingEntityRef?.id,
staleTime: 60_000,
});
// Pre-fill the billing entity from the linked interest's client on launch.
useEffect(() => {
if (prefilledInterest?.data && !watchedValues.billingEntity) {
setValue(
'billingEntity',
{ type: 'client', id: prefilledInterest.data.clientId },
{ shouldValidate: true },
);
}
// We only want this to run when the interest data first arrives.
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [prefilledInterest?.data?.clientId]);
const lineItems = watchedValues.lineItems ?? [];
const subtotal = lineItems.reduce(
(sum, li) => sum + (Number(li.quantity) || 0) * (Number(li.unitPrice) || 0),
0,
);
const isNet10 = watchedValues.paymentTerms === 'net10';
const discountPct = isNet10 ? 2 : 0;
const discountAmount = (subtotal * discountPct) / 100;
const total = subtotal - discountAmount;
const createMutation = useMutation({
mutationFn: (data: CreateInvoiceInput) =>
apiFetch<{ data?: { id?: string } }>('/api/v1/invoices', {
method: 'POST',
body: data,
}),
onSuccess: (res) => {
const id = res?.data?.id;
if (id) {
router.push(`/${portSlug}/invoices/${id}`);
} else {
router.push(`/${portSlug}/invoices`);
}
},
});
async function goNext() {
if (step === 1) {
const valid = await methods.trigger([
'billingEntity',
'billingEmail',
'billingAddress',
'dueDate',
'paymentTerms',
'currency',
]);
if (valid) setStep(2);
} else if (step === 2) {
setStep(3);
}
}
function goBack() {
setStep((s) => Math.max(1, s - 1));
}
function onSubmit(data: CreateInvoiceInput) {
createMutation.mutate(data);
}
return (
<div className="max-w-2xl mx-auto space-y-6">
{/* Header — desktop only; mobile gets the title from the topbar */}
<div className="hidden sm:flex items-center gap-3">
<Button variant="ghost" size="sm" onClick={() => router.push(`/${portSlug}/invoices`)}>
<ChevronLeft className="h-4 w-4" />
</Button>
<h1 className="text-xl font-semibold">New Invoice</h1>
</div>
{/* Step indicator */}
<div className="flex items-center gap-2">
{STEPS.map((s, idx) => (
<div key={s.id} className="flex items-center gap-2">
<div
className={`flex items-center justify-center w-7 h-7 rounded-full text-xs font-medium ${
step > s.id
? 'bg-primary text-primary-foreground'
: step === s.id
? 'bg-primary text-primary-foreground'
: 'bg-muted text-muted-foreground'
}`}
>
{step > s.id ? <Check className="h-3.5 w-3.5" /> : s.id}
</div>
<span className={`text-sm ${step === s.id ? 'font-medium' : 'text-muted-foreground'}`}>
{s.label}
</span>
{idx < STEPS.length - 1 && <div className="w-8 h-px bg-border mx-1" />}
</div>
))}
</div>
<FormProvider {...methods}>
<form onSubmit={handleSubmit(onSubmit)} className="space-y-6">
{/* Step 1: Client Info */}
{step === 1 && (
<Card>
<CardHeader>
<CardTitle className="text-base">Client Information</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{isDepositInvoice ? (
<div className="flex items-start gap-3 rounded-md border border-amber-200 bg-amber-50 px-3 py-2 text-sm text-amber-900">
<Wallet className="mt-0.5 h-4 w-4 shrink-0" />
<div className="min-w-0">
<p className="font-medium">Deposit invoice</p>
<p className="text-xs text-amber-800">
{prefilledInterest?.data
? `Linked to ${prefilledInterest.data.clientName ?? 'interest'}${
prefilledInterest.data.berthMooringNumber
? ` — Berth ${prefilledInterest.data.berthMooringNumber}`
: ''
}. Marking this invoice as paid will advance the interest to "Deposit 10%".`
: 'Marking this invoice as paid will advance the linked interest to "Deposit 10%".'}
</p>
</div>
</div>
) : null}
<div className="space-y-2">
<Label>
Billing entity <span className="text-destructive">*</span>
</Label>
<OwnerPicker
value={watchedValues.billingEntity ?? null}
onChange={(ref) => {
if (ref) {
setValue('billingEntity', ref, { shouldValidate: true });
}
}}
/>
{errors.billingEntity && (
<p className="text-xs text-destructive">
{errors.billingEntity.message ??
errors.billingEntity.id?.message ??
errors.billingEntity.type?.message}
</p>
)}
<p className="text-xs text-muted-foreground">
Select the client or company to invoice. Their name will be snapshotted into the
invoice.
</p>
</div>
<div className="space-y-1">
<Label htmlFor="billingEmail">Billing Email</Label>
<Input
id="billingEmail"
type="email"
{...register('billingEmail')}
placeholder="billing@example.com"
/>
{errors.billingEmail && (
<p className="text-xs text-destructive">{errors.billingEmail.message}</p>
)}
</div>
<div className="space-y-1">
<Label htmlFor="billingAddress">Billing Address</Label>
<Textarea
id="billingAddress"
{...register('billingAddress')}
placeholder="Address"
rows={3}
/>
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-1">
<Label htmlFor="dueDate">
Due Date <span className="text-destructive">*</span>
</Label>
<Input id="dueDate" type="date" {...register('dueDate')} />
{errors.dueDate && (
<p className="text-xs text-destructive">{errors.dueDate.message}</p>
)}
</div>
<div className="space-y-1">
<Label>Payment Terms</Label>
<Select
defaultValue="net30"
onValueChange={(v) =>
setValue('paymentTerms', v as CreateInvoiceInput['paymentTerms'])
}
>
<SelectTrigger>
<SelectValue placeholder="Select terms" />
</SelectTrigger>
<SelectContent>
{PAYMENT_TERMS.map((t) => (
<SelectItem key={t.value} value={t.value}>
{t.label}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
<div className="space-y-1">
<Label>Currency</Label>
<Input
{...register('currency')}
placeholder="USD"
maxLength={3}
className="uppercase w-24"
/>
</div>
<div className="space-y-1">
<Label htmlFor="notes">Notes</Label>
<Textarea
id="notes"
{...register('notes')}
placeholder="Payment instructions or notes..."
rows={3}
/>
</div>
</CardContent>
</Card>
)}
{/* Step 2: Line Items */}
{step === 2 && (
<Card>
<CardHeader>
<CardTitle className="text-base">Line Items</CardTitle>
</CardHeader>
<CardContent>
<InvoiceLineItems name="lineItems" />
{errors.lineItems && !Array.isArray(errors.lineItems) && (
<p className="text-xs text-destructive mt-2">
{(errors.lineItems as { message?: string }).message}
</p>
)}
{errors.root && (
<p className="text-xs text-destructive mt-2">{errors.root.message}</p>
)}
</CardContent>
</Card>
)}
{/* Step 3: Review */}
{step === 3 && (
<Card>
<CardHeader>
<CardTitle className="text-base">Review & Create</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="grid grid-cols-2 gap-4 text-sm">
<div>
<span className="text-muted-foreground">Billing Entity</span>
<p className="font-medium mt-0.5">
{watchedValues.billingEntity ? (
<>
{billingEntityName?.name ? (
<span>{billingEntityName.name}</span>
) : (
<span className="text-muted-foreground">Loading</span>
)}{' '}
<span className="text-xs text-muted-foreground capitalize">
({watchedValues.billingEntity.type})
</span>
</>
) : (
<span className="text-muted-foreground italic">Not selected</span>
)}
</p>
</div>
<div>
<span className="text-muted-foreground">Due Date</span>
<p className="font-medium mt-0.5">{watchedValues.dueDate}</p>
</div>
<div>
<span className="text-muted-foreground">Payment Terms</span>
<p className="font-medium mt-0.5 capitalize">{watchedValues.paymentTerms}</p>
</div>
<div>
<span className="text-muted-foreground">Currency</span>
<p className="font-medium mt-0.5">{watchedValues.currency}</p>
</div>
</div>
{lineItems.length > 0 && (
<div className="border rounded-md p-3 space-y-2">
<p className="text-xs font-medium text-muted-foreground uppercase tracking-wide">
Line Items
</p>
{lineItems.map((li, i) => (
<div key={i} className="flex justify-between text-sm">
<span>{li.description}</span>
<span className="tabular-nums">
{(Number(li.quantity) * Number(li.unitPrice)).toFixed(2)}{' '}
{watchedValues.currency}
</span>
</div>
))}
</div>
)}
<div className="border rounded-md p-3 space-y-1 text-sm">
<div className="flex justify-between">
<span className="text-muted-foreground">Subtotal</span>
<span className="tabular-nums">
{subtotal.toFixed(2)} {watchedValues.currency}
</span>
</div>
{isNet10 && (
<div className="flex justify-between text-green-600">
<span>Net 10 Discount (~2%)</span>
<span className="tabular-nums">
-{discountAmount.toFixed(2)} {watchedValues.currency}
</span>
</div>
)}
<div className="flex justify-between font-semibold border-t pt-2 mt-1">
<span>Total</span>
<span className="tabular-nums">
{total.toFixed(2)} {watchedValues.currency}
</span>
</div>
</div>
{createMutation.isError && (
<p className="text-sm text-destructive">
Failed to create invoice. Please try again.
</p>
)}
</CardContent>
</Card>
)}
{/* Navigation */}
<div className="flex items-center justify-between">
<Button type="button" variant="outline" onClick={goBack} disabled={step === 1}>
<ChevronLeft className="mr-1.5 h-4 w-4" />
Back
</Button>
{step < 3 ? (
<Button type="button" onClick={goNext}>
Next
<ChevronRight className="ml-1.5 h-4 w-4" />
</Button>
) : (
<Button type="submit" disabled={createMutation.isPending}>
{createMutation.isPending ? (
<Loader2 className="mr-1.5 h-4 w-4 animate-spin" />
) : (
<Check className="mr-1.5 h-4 w-4" />
)}
Create Invoice
</Button>
)}
</div>
</form>
</FormProvider>
</div>
);
}