Files
pn-new-crm/src/components/expenses/expense-detail.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

287 lines
9.8 KiB
TypeScript

'use client';
import { useState, useEffect } from 'react';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import { format } from 'date-fns';
import { Archive, Download, Edit, FileText, Loader2, Receipt } from 'lucide-react';
import { Button } from '@/components/ui/button';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
import { PermissionGate } from '@/components/shared/permission-gate';
import { toast } from 'sonner';
import { apiFetch } from '@/lib/api/client';
import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
import type { ExpenseRow } from './expense-columns';
import { ExpenseDuplicateBanner } from './expense-duplicate-banner';
/**
* Renders an image thumbnail for previewable receipts (jpeg/png/webp/heic
* via the existing /files/[id]/preview presign), falling back to a "Download"
* link for PDFs and other non-previewable types. Replaces the prior
* impossible-to-use UUID-badge list — reps can finally see the receipt
* they uploaded against the expense.
*/
function ReceiptThumbnail({ fileId }: { fileId: string }) {
const { data, isLoading, isError } = useQuery<{
data: { url: string; mimeType: string } | null;
error?: string;
}>({
queryKey: ['file-preview', fileId],
queryFn: async () => {
try {
const res = await apiFetch<{ data: { url: string; mimeType: string } }>(
`/api/v1/files/${fileId}/preview`,
);
return res;
} catch (e) {
// Non-image files raise ValidationError ("This file type cannot be
// previewed") — fall through to the Download link.
return { data: null, error: e instanceof Error ? e.message : 'preview unavailable' };
}
},
staleTime: 5 * 60 * 1000,
});
if (isLoading) {
return (
<div className="flex h-32 items-center justify-center rounded border bg-muted/40 text-xs text-muted-foreground">
<Loader2 className="mr-2 h-3 w-3 animate-spin" /> Loading preview
</div>
);
}
const url = data?.data?.url;
const mime = data?.data?.mimeType ?? '';
const isImage = mime.startsWith('image/');
return (
<div className="rounded border bg-muted/40 p-2">
{url && isImage ? (
<a href={url} target="_blank" rel="noopener noreferrer">
<img
src={url}
alt="Receipt"
className="h-32 w-full rounded object-cover hover:opacity-90"
/>
</a>
) : (
<div className="flex h-32 items-center justify-center text-muted-foreground">
<FileText className="h-8 w-8" />
</div>
)}
<div className="mt-2 flex items-center justify-between text-xs text-muted-foreground">
<span className="truncate">{mime || (isError ? 'Receipt' : 'File')}</span>
<a
href={`/api/v1/files/${fileId}/download`}
className="inline-flex items-center gap-1 text-primary hover:underline"
>
<Download className="h-3 w-3" /> Download
</a>
</div>
</div>
);
}
const PAYMENT_STATUS_COLORS: Record<string, string> = {
unpaid: 'bg-red-100 text-red-700 border-red-200',
paid: 'bg-green-100 text-green-700 border-green-200',
partial: 'bg-yellow-100 text-yellow-700 border-yellow-200',
};
interface ExpenseDetailProps {
expenseId: string;
onEdit?: () => void;
onArchived?: () => void;
}
export function ExpenseDetail({ expenseId, onEdit, onArchived }: ExpenseDetailProps) {
const queryClient = useQueryClient();
const [archiveOpen, setArchiveOpen] = useState(false);
const { data, isLoading, error } = useQuery<{ data: ExpenseRow }>({
queryKey: ['expenses', expenseId],
queryFn: () => apiFetch(`/api/v1/expenses/${expenseId}`),
});
const { setChrome } = useMobileChrome();
const titleForChrome: string | null =
data?.data?.establishmentName ?? data?.data?.description?.slice(0, 40) ?? null;
useEffect(() => {
setChrome({ title: titleForChrome ?? 'Expense', showBackButton: true });
return () => setChrome({ title: null, showBackButton: false });
}, [titleForChrome, setChrome]);
const archiveMutation = useMutation({
mutationFn: () => apiFetch(`/api/v1/expenses/${expenseId}`, { method: 'DELETE' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['expenses'] });
setArchiveOpen(false);
toast.success('Expense archived');
onArchived?.();
},
onError: (e) => {
toast.error(e instanceof Error ? e.message : 'Archive failed');
setArchiveOpen(false);
},
});
if (isLoading) {
return (
<div className="flex items-center justify-center p-12">
<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
);
}
if (error || !data?.data) {
return (
<div className="p-6 text-center text-muted-foreground">Failed to load expense details.</div>
);
}
const expense = data.data;
const status = expense.paymentStatus ?? 'unpaid';
const statusColor = PAYMENT_STATUS_COLORS[status] ?? '';
return (
<div className="space-y-6">
<ExpenseDuplicateBanner expense={expense} />
<div className="flex items-center justify-between">
<div>
<h2 className="text-xl font-semibold">
{expense.establishmentName ?? 'Unnamed Expense'}
</h2>
<p className="text-sm text-muted-foreground mt-0.5">
{format(new Date(expense.expenseDate), 'MMMM d, yyyy')}
</p>
</div>
<div className="flex items-center gap-2">
{onEdit && (
<PermissionGate resource="expenses" action="edit">
<Button variant="outline" size="sm" onClick={onEdit}>
<Edit className="mr-1.5 h-4 w-4" />
Edit
</Button>
</PermissionGate>
)}
<PermissionGate resource="expenses" action="delete">
<Button
variant="outline"
size="sm"
className="text-destructive"
onClick={() => setArchiveOpen(true)}
>
<Archive className="mr-1.5 h-4 w-4" />
Archive
</Button>
</PermissionGate>
</div>
</div>
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Amount</CardTitle>
</CardHeader>
<CardContent>
<p className="text-2xl font-bold tabular-nums">
{Number(expense.amount).toLocaleString('en-US', {
minimumFractionDigits: 2,
maximumFractionDigits: 2,
})}{' '}
{expense.currency}
</p>
{expense.amountUsd && expense.currency !== 'USD' && (
<p className="text-sm text-muted-foreground mt-1">
$
{Number(expense.amountUsd).toLocaleString('en-US', {
minimumFractionDigits: 2,
maximumFractionDigits: 2,
})}{' '}
USD
</p>
)}
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Payment Status</CardTitle>
</CardHeader>
<CardContent>
<Badge variant="outline" className={`capitalize text-sm border ${statusColor}`}>
{status}
</Badge>
</CardContent>
</Card>
</div>
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium">Details</CardTitle>
</CardHeader>
<CardContent className="grid grid-cols-2 gap-4 text-sm">
<div>
<span className="text-muted-foreground">Category</span>
<p className="mt-0.5 capitalize">{expense.category?.replace(/_/g, ' ') ?? '-'}</p>
</div>
<div>
<span className="text-muted-foreground">Payment Method</span>
<p className="mt-0.5 capitalize">{expense.paymentMethod?.replace(/_/g, ' ') ?? '-'}</p>
</div>
<div>
<span className="text-muted-foreground">Payer</span>
<p className="mt-0.5">{expense.payer ?? '-'}</p>
</div>
<div>
<span className="text-muted-foreground">Trip / event</span>
<p className="mt-0.5">
{expense.tripLabel ? (
<Badge variant="secondary" className="text-xs font-normal">
{expense.tripLabel}
</Badge>
) : (
'-'
)}
</p>
</div>
<div>
<span className="text-muted-foreground">Description</span>
<p className="mt-0.5">{expense.description ?? '-'}</p>
</div>
</CardContent>
</Card>
{expense.receiptFileIds && expense.receiptFileIds.length > 0 && (
<Card>
<CardHeader>
<CardTitle className="text-sm font-medium flex items-center gap-2">
<Receipt className="h-4 w-4" />
Receipts ({expense.receiptFileIds.length})
</CardTitle>
</CardHeader>
<CardContent>
<div className="grid grid-cols-1 sm:grid-cols-2 gap-3">
{(expense.receiptFileIds as string[]).map((fileId) => (
<ReceiptThumbnail key={fileId} fileId={fileId} />
))}
</div>
</CardContent>
</Card>
)}
<ArchiveConfirmDialog
open={archiveOpen}
onOpenChange={setArchiveOpen}
entityName={expense.establishmentName ?? 'this expense'}
entityType="Expense"
isArchived={false}
onConfirm={() => archiveMutation.mutate()}
isLoading={archiveMutation.isPending}
/>
</div>
);
}