Step 4 (in progress) — first slice of UX features. P-4.5: inquiry → client linkage now survives the triage conversion. - inquiry-inbox.tsx adds `?create=1` to the redirect so the new-client sheet auto-opens (the existing prefill_* params were already being written but the form never opened). - client-list.tsx reads prefill_name / prefill_email / prefill_phone / prefill_source / prefill_inquiry_id from useSearchParams and passes them to ClientForm via a typed `prefill` prop. - ClientForm hydrates the create-flow initial values from the prefill AND threads `sourceInquiryId` through to the createClient mutation. - createClientSchema accepts `sourceInquiryId`; the existing service spread already passes it to drizzle's insert. Net effect: a website inquiry that gets converted now lands as a client row with `clients.source_inquiry_id` populated. The conversion funnel-by-source chart (Step 6) can attribute the win back to the originating inquiry. Documents tab N+1: `listInflightWorkflowsAggregatedByEntity` previously walked direct + every company + every yacht + every related client sequentially. On a busy client (~25 related entities) this was ~50 sequential round-trips with cumulative latency. Replaced with a single `Promise.all` over the four lookup groups + nested Promise.all over the per-entity queries within each group. Same query count, but wall- clock collapses from "sum of every query" to "max single round-trip" (typically <100ms now vs >1s before). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
382 lines
14 KiB
TypeScript
382 lines
14 KiB
TypeScript
'use client';
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import { useMemo, useState } from 'react';
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import { useParams, useSearchParams } from 'next/navigation';
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import { Plus, Archive, Tag as TagIcon, TagsIcon, Trash2 } from 'lucide-react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { toast } from 'sonner';
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import { Button } from '@/components/ui/button';
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import { DataTable } from '@/components/shared/data-table';
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import { FilterBar } from '@/components/shared/filter-bar';
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import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
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import { SaveViewDialog } from '@/components/shared/save-view-dialog';
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import { PageHeader } from '@/components/shared/page-header';
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import { EmptyState } from '@/components/shared/empty-state';
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import { TableSkeleton } from '@/components/shared/loading-skeleton';
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import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
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import { PermissionGate } from '@/components/shared/permission-gate';
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import { TagPicker } from '@/components/shared/tag-picker';
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import { BulkHardDeleteDialog } from '@/components/clients/bulk-hard-delete-dialog';
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import { BulkArchiveWizard } from '@/components/clients/bulk-archive-wizard';
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import { usePermissions } from '@/hooks/use-permissions';
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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import { ClientForm } from '@/components/clients/client-form';
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import { clientFilterDefinitions } from '@/components/clients/client-filters';
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import { ClientCard } from '@/components/clients/client-card';
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import {
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CLIENT_COLUMN_OPTIONS,
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CLIENT_DEFAULT_HIDDEN,
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getClientColumns,
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type ClientRow,
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} from '@/components/clients/client-columns';
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import { ColumnPicker } from '@/components/shared/column-picker';
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import { useCreateFromUrl } from '@/hooks/use-create-from-url';
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import { usePaginatedQuery } from '@/hooks/use-paginated-query';
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import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
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import { useTablePreferences } from '@/hooks/use-table-preferences';
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import { apiFetch } from '@/lib/api/client';
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import { toastError } from '@/lib/api/toast-error';
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export function ClientList() {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const queryClient = useQueryClient();
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const [createOpen, setCreateOpen] = useState(false);
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useCreateFromUrl(() => setCreateOpen(true));
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// P-4.5: inquiry-inbox triage flow lands on
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// /[port]/clients?create=1&prefill_name=…&prefill_email=…&prefill_phone=…
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// &prefill_source=website&prefill_inquiry_id=…
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// Hydrate the create form so the rep doesn't retype.
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const searchParams = useSearchParams();
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const createPrefill = useMemo(() => {
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if (!searchParams) return undefined;
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const name = searchParams.get('prefill_name');
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const email = searchParams.get('prefill_email');
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const phone = searchParams.get('prefill_phone');
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const source = searchParams.get('prefill_source');
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const inquiryId = searchParams.get('prefill_inquiry_id');
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if (!name && !email && !phone && !inquiryId) return undefined;
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const allowedSources = ['website', 'manual', 'referral', 'broker', 'other'] as const;
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type Src = (typeof allowedSources)[number];
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const isSrc = (s: string | null): s is Src =>
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!!s && (allowedSources as readonly string[]).includes(s);
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return {
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fullName: name ?? undefined,
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email: email ?? undefined,
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phone: phone ?? undefined,
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source: isSrc(source) ? source : undefined,
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sourceInquiryId: inquiryId ?? undefined,
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};
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}, [searchParams]);
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const [editClient, setEditClient] = useState<ClientRow | null>(null);
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const [archiveClient, setArchiveClient] = useState<ClientRow | null>(null);
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const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
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null,
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);
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const [tagChoice, setTagChoice] = useState<string[]>([]);
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const [bulkDeleteIds, setBulkDeleteIds] = useState<string[]>([]);
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const [bulkArchiveIds, setBulkArchiveIds] = useState<string[]>([]);
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const [saveViewOpen, setSaveViewOpen] = useState(false);
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const { can } = usePermissions();
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const canHardDelete = can('admin', 'permanently_delete_clients');
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const canBulkArchive = can('clients', 'delete');
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const canBulkTag = can('clients', 'edit');
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const {
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data,
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pagination,
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isLoading,
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isFetching,
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sort,
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setSort,
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setPage,
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setPageSize,
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filters,
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setFilter,
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setAllFilters,
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clearFilters,
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} = usePaginatedQuery<ClientRow>({
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queryKey: ['clients'],
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endpoint: '/api/v1/clients',
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filterDefinitions: clientFilterDefinitions,
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});
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useRealtimeInvalidation({
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'client:created': [['clients']],
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'client:updated': [['clients']],
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'client:archived': [['clients']],
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'client:restored': [['clients']],
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});
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const archiveMutation = useMutation({
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mutationFn: (id: string) => apiFetch(`/api/v1/clients/${id}`, { method: 'DELETE' }),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['clients'] });
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setArchiveClient(null);
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},
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});
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const bulkMutation = useMutation({
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mutationFn: async (
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payload:
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| { action: 'archive'; ids: string[] }
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| { action: 'add_tag'; ids: string[]; tagId: string }
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| { action: 'remove_tag'; ids: string[]; tagId: string },
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) =>
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apiFetch<{ data: { summary: { total: number; succeeded: number; failed: number } } }>(
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'/api/v1/clients/bulk',
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{ method: 'POST', body: payload },
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),
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onSuccess: (res) => {
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queryClient.invalidateQueries({ queryKey: ['clients'] });
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const s = res.data.summary;
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if (s.failed > 0) {
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toast.warning(`${s.succeeded} of ${s.total} succeeded. ${s.failed} failed.`);
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} else if (s.succeeded > 0) {
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toast.success(`${s.succeeded} client${s.succeeded === 1 ? '' : 's'} updated.`);
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}
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},
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onError: (err: unknown) => {
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toastError(err, 'Bulk action failed');
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},
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});
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const columns = getClientColumns({
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portSlug,
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onEdit: (client) => setEditClient(client),
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onArchive: (client) => setArchiveClient(client),
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});
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// Per-user column visibility, persisted into user_profiles.preferences
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// via /api/v1/me. Hidden IDs are the source of truth — `actions` and
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// `select` columns aren't user-toggleable so they're never in the
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// hidden set. New columns surface for existing users by default.
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const { hidden, setHidden } = useTablePreferences('clients', CLIENT_DEFAULT_HIDDEN);
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const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
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return (
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<div className="space-y-4">
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<PageHeader title="Clients" description="Manage your client records" variant="gradient" />
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<div className="flex flex-wrap items-center gap-2">
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<FilterBar
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filters={clientFilterDefinitions}
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values={filters}
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onChange={setFilter}
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onClear={clearFilters}
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/>
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<SavedViewsDropdown
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entityType="clients"
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onApplyView={(savedFilters, _savedSort) => {
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// Atomic replace — sequential setFilter() calls dropped all
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// but the last value (each one read stale `filters` from
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// closure and overwrote). setAllFilters writes the whole
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// saved view in one setState.
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setAllFilters(savedFilters);
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}}
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/>
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<ColumnPicker
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columns={CLIENT_COLUMN_OPTIONS}
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hidden={hidden}
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onChange={setHidden}
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onSaveView={() => setSaveViewOpen(true)}
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/>
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{/* New Client moved out of PageHeader actions and into the
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filter row. Saves a row on mobile (no more dedicated
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actions strip). ml-auto keeps the primary action at the
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far-right edge, which is where reps look first. */}
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<PermissionGate resource="clients" action="create">
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<Button size="sm" className="ml-auto" onClick={() => setCreateOpen(true)}>
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<Plus className="mr-1.5 h-4 w-4" aria-hidden />
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New Client
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</Button>
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</PermissionGate>
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</div>
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<SaveViewDialog
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open={saveViewOpen}
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onOpenChange={setSaveViewOpen}
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entityType="clients"
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currentFilters={filters}
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currentSort={sort}
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/>
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{isLoading ? (
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<TableSkeleton />
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) : (
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<DataTable
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columns={columns}
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columnVisibility={columnVisibility}
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data={data}
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pagination={pagination}
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onPaginationChange={(p, ps) => {
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setPage(p);
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setPageSize(ps);
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}}
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sort={sort}
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onSortChange={setSort}
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isLoading={isFetching && !isLoading}
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getRowId={(row) => row.id}
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bulkActions={[
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...(canBulkTag
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? [
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{
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label: 'Add tag',
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icon: TagIcon,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setTagChoice([]);
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setTagDialog({ ids, mode: 'add' });
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},
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},
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{
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label: 'Remove tag',
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icon: TagsIcon,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setTagChoice([]);
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setTagDialog({ ids, mode: 'remove' });
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},
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},
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]
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: []),
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...(canBulkArchive
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? [
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{
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label: 'Archive',
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icon: Archive,
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variant: 'destructive' as const,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setBulkArchiveIds(ids);
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},
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},
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]
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: []),
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...(canHardDelete
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? [
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{
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label: 'Permanently delete (archived only)',
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icon: Trash2,
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variant: 'destructive' as const,
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onClick: (ids: string[]) => {
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if (ids.length === 0) return;
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setBulkDeleteIds(ids);
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},
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},
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]
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: []),
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]}
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cardRender={(row) => (
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<ClientCard
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client={row.original}
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portSlug={portSlug}
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onEdit={setEditClient}
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onArchive={setArchiveClient}
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/>
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)}
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emptyState={
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<EmptyState
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title="No clients found"
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description="Get started by adding your first client."
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action={{ label: 'New Client', onClick: () => setCreateOpen(true) }}
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/>
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}
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/>
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)}
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{/* Bulk tag add/remove */}
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<Dialog open={!!tagDialog} onOpenChange={(o) => !o && setTagDialog(null)}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>{tagDialog?.mode === 'add' ? 'Add tag' : 'Remove tag'}</DialogTitle>
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<DialogDescription>
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{tagDialog?.mode === 'add'
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? `Add a tag to ${tagDialog?.ids.length ?? 0} selected client${tagDialog?.ids.length === 1 ? '' : 's'}.`
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: `Remove a tag from ${tagDialog?.ids.length ?? 0} selected client${tagDialog?.ids.length === 1 ? '' : 's'}. Clients without the tag are unchanged.`}
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</DialogDescription>
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</DialogHeader>
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<div className="py-2">
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<TagPicker
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selectedIds={tagChoice}
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onChange={(ids) => setTagChoice(ids.slice(-1))}
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placeholder="Pick one tag…"
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/>
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<p className="text-xs text-muted-foreground mt-2">
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Pick a single tag. To apply multiple tags, run the action once per tag.
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</p>
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => setTagDialog(null)}>
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Cancel
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</Button>
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<Button
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disabled={bulkMutation.isPending || tagChoice.length === 0}
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onClick={() => {
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if (!tagDialog || tagChoice.length === 0) return;
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const tagId = tagChoice[0];
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if (!tagId) return;
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bulkMutation.mutate(
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{
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action: tagDialog.mode === 'add' ? 'add_tag' : 'remove_tag',
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ids: tagDialog.ids,
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tagId,
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},
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{ onSettled: () => setTagDialog(null) },
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);
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}}
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>
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Apply
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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<ClientForm open={createOpen} onOpenChange={setCreateOpen} prefill={createPrefill} />
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{editClient && (
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<ClientForm
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open={!!editClient}
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onOpenChange={(open) => !open && setEditClient(null)}
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client={editClient as unknown as NonNullable<Parameters<typeof ClientForm>[0]['client']>}
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/>
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)}
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<ArchiveConfirmDialog
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open={!!archiveClient}
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onOpenChange={(open) => !open && setArchiveClient(null)}
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entityName={archiveClient?.fullName ?? ''}
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entityType="Client"
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isArchived={false}
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onConfirm={() => archiveClient && archiveMutation.mutate(archiveClient.id)}
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isLoading={archiveMutation.isPending}
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/>
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<BulkHardDeleteDialog
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open={bulkDeleteIds.length > 0}
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onOpenChange={(open) => !open && setBulkDeleteIds([])}
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clientIds={bulkDeleteIds}
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onDeleted={() => setBulkDeleteIds([])}
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/>
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<BulkArchiveWizard
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open={bulkArchiveIds.length > 0}
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onOpenChange={(open) => !open && setBulkArchiveIds([])}
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clientIds={bulkArchiveIds}
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onSuccess={() => setBulkArchiveIds([])}
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/>
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</div>
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);
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}
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