Files
pn-new-crm/src/components/clients/client-list.tsx
Matt 04a594963f feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
  in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
  pipeline stage of any active linked interest (server-aggregated, ranks by
  PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
  combobox: search, recent-first sort, stage-coloured pills

Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
  links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
  STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
  "10% Deposit → Contract Sent"

EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
  yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
  framed by short copy explaining what's inline vs what needs the canonical
  page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
  PATCH without an extra round-trip

Company form
- New "Connections" section lets the rep attach members (clients) and yachts
  during create. Yacht attach uses the existing transfer endpoint so audit
  log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
  stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
  client owns yachts not yet linked) and an optional "Create interest" step
  pre-filled with the first attached client

Admin
- /admin landing gains a searchable index — typed query flattens groups into
  a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
  with the user-facing language rename from round 1)

Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
  the rep's literal entry (ft OR m) is preserved verbatim instead of being
  reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
  ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
  derived from the ft canonical to keep the recommender SQL unchanged

Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
  to include the new id + unit fields on the EoiContext / Berth shapes

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00

351 lines
12 KiB
TypeScript

'use client';
import { useState } from 'react';
import { useParams } from 'next/navigation';
import { Plus, Archive, Tag as TagIcon, TagsIcon, Trash2 } from 'lucide-react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { toast } from 'sonner';
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 { SaveViewDialog } from '@/components/shared/save-view-dialog';
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 { TagPicker } from '@/components/shared/tag-picker';
import { BulkHardDeleteDialog } from '@/components/clients/bulk-hard-delete-dialog';
import { BulkArchiveWizard } from '@/components/clients/bulk-archive-wizard';
import { usePermissions } from '@/hooks/use-permissions';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { ClientForm } from '@/components/clients/client-form';
import { clientFilterDefinitions } from '@/components/clients/client-filters';
import { ClientCard } from '@/components/clients/client-card';
import {
CLIENT_COLUMN_OPTIONS,
CLIENT_DEFAULT_HIDDEN,
getClientColumns,
type ClientRow,
} from '@/components/clients/client-columns';
import { ColumnPicker } from '@/components/shared/column-picker';
import { useCreateFromUrl } from '@/hooks/use-create-from-url';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
import { useTablePreferences } from '@/hooks/use-table-preferences';
import { apiFetch } from '@/lib/api/client';
export function ClientList() {
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
const queryClient = useQueryClient();
const [createOpen, setCreateOpen] = useState(false);
useCreateFromUrl(() => setCreateOpen(true));
const [editClient, setEditClient] = useState<ClientRow | null>(null);
const [archiveClient, setArchiveClient] = useState<ClientRow | null>(null);
const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
null,
);
const [tagChoice, setTagChoice] = useState<string[]>([]);
const [bulkDeleteIds, setBulkDeleteIds] = useState<string[]>([]);
const [bulkArchiveIds, setBulkArchiveIds] = useState<string[]>([]);
const [saveViewOpen, setSaveViewOpen] = useState(false);
const { can } = usePermissions();
const canHardDelete = can('admin', 'permanently_delete_clients');
const canBulkArchive = can('clients', 'delete');
const canBulkTag = can('clients', 'edit');
const {
data,
pagination,
isLoading,
isFetching,
sort,
setSort,
setPage,
setPageSize,
filters,
setFilter,
clearFilters,
} = usePaginatedQuery<ClientRow>({
queryKey: ['clients'],
endpoint: '/api/v1/clients',
filterDefinitions: clientFilterDefinitions,
});
useRealtimeInvalidation({
'client:created': [['clients']],
'client:updated': [['clients']],
'client:archived': [['clients']],
'client:restored': [['clients']],
});
const archiveMutation = useMutation({
mutationFn: (id: string) => apiFetch(`/api/v1/clients/${id}`, { method: 'DELETE' }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ['clients'] });
setArchiveClient(null);
},
});
const bulkMutation = useMutation({
mutationFn: async (
payload:
| { action: 'archive'; ids: string[] }
| { action: 'add_tag'; ids: string[]; tagId: string }
| { action: 'remove_tag'; ids: string[]; tagId: string },
) =>
apiFetch<{ data: { summary: { total: number; succeeded: number; failed: number } } }>(
'/api/v1/clients/bulk',
{ method: 'POST', body: payload },
),
onSuccess: (res) => {
queryClient.invalidateQueries({ queryKey: ['clients'] });
const s = res.data.summary;
if (s.failed > 0) {
toast.warning(`${s.succeeded} of ${s.total} succeeded. ${s.failed} failed.`);
} else if (s.succeeded > 0) {
toast.success(`${s.succeeded} client${s.succeeded === 1 ? '' : 's'} updated.`);
}
},
onError: (err: unknown) => {
toast.error(err instanceof Error ? err.message : 'Bulk action failed');
},
});
const columns = getClientColumns({
portSlug,
onEdit: (client) => setEditClient(client),
onArchive: (client) => setArchiveClient(client),
});
// Per-user column visibility, persisted into user_profiles.preferences
// via /api/v1/me. Hidden IDs are the source of truth — `actions` and
// `select` columns aren't user-toggleable so they're never in the
// hidden set. New columns surface for existing users by default.
const { hidden, setHidden } = useTablePreferences('clients', CLIENT_DEFAULT_HIDDEN);
const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
return (
<div className="space-y-4">
<PageHeader title="Clients" description="Manage your client records" variant="gradient" />
<div className="flex flex-wrap items-center gap-2">
<FilterBar
filters={clientFilterDefinitions}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
<SavedViewsDropdown
entityType="clients"
onApplyView={(savedFilters, _savedSort) => {
clearFilters();
Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
}}
/>
<ColumnPicker
columns={CLIENT_COLUMN_OPTIONS}
hidden={hidden}
onChange={setHidden}
onSaveView={() => setSaveViewOpen(true)}
/>
{/* New Client moved out of PageHeader actions and into the
filter row. Saves a row on mobile (no more dedicated
actions strip). ml-auto keeps the primary action at the
far-right edge, which is where reps look first. */}
<PermissionGate resource="clients" action="create">
<Button size="sm" className="ml-auto" onClick={() => setCreateOpen(true)}>
<Plus className="mr-1.5 h-4 w-4" />
New Client
</Button>
</PermissionGate>
</div>
<SaveViewDialog
open={saveViewOpen}
onOpenChange={setSaveViewOpen}
entityType="clients"
currentFilters={filters}
currentSort={sort}
/>
{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={[
...(canBulkTag
? [
{
label: 'Add tag',
icon: TagIcon,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setTagChoice([]);
setTagDialog({ ids, mode: 'add' });
},
},
{
label: 'Remove tag',
icon: TagsIcon,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setTagChoice([]);
setTagDialog({ ids, mode: 'remove' });
},
},
]
: []),
...(canBulkArchive
? [
{
label: 'Archive',
icon: Archive,
variant: 'destructive' as const,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setBulkArchiveIds(ids);
},
},
]
: []),
...(canHardDelete
? [
{
label: 'Permanently delete (archived only)',
icon: Trash2,
variant: 'destructive' as const,
onClick: (ids: string[]) => {
if (ids.length === 0) return;
setBulkDeleteIds(ids);
},
},
]
: []),
]}
cardRender={(row) => (
<ClientCard
client={row.original}
portSlug={portSlug}
onEdit={setEditClient}
onArchive={setArchiveClient}
/>
)}
emptyState={
<EmptyState
title="No clients found"
description="Get started by adding your first client."
action={{ label: 'New Client', onClick: () => setCreateOpen(true) }}
/>
}
/>
)}
{/* Bulk tag add/remove */}
<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 ${tagDialog?.ids.length ?? 0} selected client${tagDialog?.ids.length === 1 ? '' : 's'}.`
: `Remove a tag from ${tagDialog?.ids.length ?? 0} selected client${tagDialog?.ids.length === 1 ? '' : 's'}. Clients without 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>
<ClientForm open={createOpen} onOpenChange={setCreateOpen} />
{editClient && (
<ClientForm
open={!!editClient}
onOpenChange={(open) => !open && setEditClient(null)}
client={editClient as unknown as NonNullable<Parameters<typeof ClientForm>[0]['client']>}
/>
)}
<ArchiveConfirmDialog
open={!!archiveClient}
onOpenChange={(open) => !open && setArchiveClient(null)}
entityName={archiveClient?.fullName ?? ''}
entityType="Client"
isArchived={false}
onConfirm={() => archiveClient && archiveMutation.mutate(archiveClient.id)}
isLoading={archiveMutation.isPending}
/>
<BulkHardDeleteDialog
open={bulkDeleteIds.length > 0}
onOpenChange={(open) => !open && setBulkDeleteIds([])}
clientIds={bulkDeleteIds}
onDeleted={() => setBulkDeleteIds([])}
/>
<BulkArchiveWizard
open={bulkArchiveIds.length > 0}
onOpenChange={(open) => !open && setBulkArchiveIds([])}
clientIds={bulkArchiveIds}
onSuccess={() => setBulkArchiveIds([])}
/>
</div>
);
}