npm - @burdenoff/microfe-proserviceworld - Versions diffs - 2026.731.1 → 2026.827.1 - Mend

@burdenoff/microfe-proserviceworld 2026.731.1 → 2026.827.1

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package/dist/proserviceworld/pages/ClientDetailPage.js.map CHANGED Viewed

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1	- {"version":3,"file":"ClientDetailPage.js","names":[],"sources":["../../../src/proserviceworld/pages/ClientDetailPage.tsx"],"sourcesContent":["import type { FC } from 'react';\nimport { useState } from 'react';\nimport { useParams } from 'react-router-dom';\nimport { Button } from '@burdenoff/fe-libs/ui';\nimport {\n ArrowLeft,\n Briefcase,\n FolderKanban,\n GitBranch,\n Mail,\n Phone,\n MapPin,\n Plus,\n StickyNote,\n ChevronRight,\n} from 'lucide-react';\nimport {\n useClient,\n useConflictChecks,\n useCreateConflictCheck,\n type PswEngagement,\n type PswMatter,\n} from '../hooks/useProServiceWorldApi';\nimport { useNav } from '../utils/nav';\nimport { cn } from '../utils/cn';\nimport { DiscussionThread } from '../components/DiscussionThread';\nimport {\n PageHeader,\n SectionCard,\n LoadingBlock,\n ErrorState,\n Empty,\n StatusPill,\n Modal,\n Field,\n TextInput,\n TextArea,\n Banner,\n TableWrap,\n Th,\n Td,\n fmtDate,\n fmtMoney,\n humanize,\n} from '../components/ui';\n\nconst initials = (name: string): string =>\n name\n .split(/\\s+/)\n .filter(Boolean)\n .slice(0, 2)\n .map((w) => w[0]?.toUpperCase() ?? '')\n .join('') \|\| '?';\n\nexport const ClientDetailPage: FC = () => {\n const { id = '' } = useParams();\n const nav = useNav();\n const { data: client, isLoading, error, refetch } = useClient(id);\n const conflicts = useConflictChecks({ clientId: id });\n const [runConflict, setRunConflict] = useState(false);\n\n if (isLoading) return <LoadingBlock />;\n if (error) return <ErrorState error={error} onRetry={() => void refetch()} />;\n if (!client)\n return (\n <Empty\n title=\"Client not found\"\n description=\"It may have been archived or belongs to another workspace.\"\n />\n );\n\n const avatarName = client.contactName \|\| client.name;\n\n return (\n <div className=\"space-y-6\">\n <button\n type=\"button\"\n onClick={() => nav('clients')}\n className=\"flex items-center gap-1.5 text-sm text-text-secondary transition-colors hover:text-accent\"\n >\n <ArrowLeft className=\"h-4 w-4\" /> Back to clients\n </button>\n\n <PageHeader\n title={client.name}\n subtitle={[client.type === 'ORGANIZATION' ? 'Organization' : 'Individual', client.industry]\n .filter(Boolean)\n .join(' · ')}\n actions={<StatusPill status={client.status} />}\n />\n\n {client.tags.length > 0 && (\n <div className=\"flex flex-wrap gap-2\">\n {client.tags.map((t) => (\n <span\n key={t}\n className=\"rounded-full bg-bg-sunken px-2.5 py-0.5 text-xs font-medium text-text-secondary\"\n >\n {t}\n </span>\n ))}\n </div>\n )}\n\n <div className=\"grid grid-cols-1 gap-4 lg:grid-cols-3\">\n <SectionCard title=\"Contact\" className=\"lg:col-span-1\">\n <div className=\"space-y-4\">\n <div className=\"flex items-center gap-3\">\n <span className=\"flex h-11 w-11 shrink-0 items-center justify-center rounded-full bg-accent/10 text-sm font-semibold text-accent ring-1 ring-inset ring-accent/15\">\n {initials(avatarName)}\n </span>\n <div className=\"min-w-0\">\n <div className=\"truncate text-sm font-semibold text-text-primary\">\n {client.contactName \|\| client.name}\n </div>\n <div className=\"truncate text-xs text-text-tertiary\">\n {client.contactName ? 'Primary contact' : 'Client record'}\n </div>\n </div>\n </div>\n\n <dl className=\"space-y-2.5 text-sm\">\n {client.contactEmail && (\n <IconRow icon={<Mail className=\"h-4 w-4\" />} value={client.contactEmail} />\n )}\n {client.contactPhone && (\n <IconRow icon={<Phone className=\"h-4 w-4\" />} value={client.contactPhone} />\n )}\n {client.address && (\n <IconRow icon={<MapPin className=\"h-4 w-4\" />} value={client.address} />\n )}\n {client.notes && (\n <IconRow icon={<StickyNote className=\"h-4 w-4\" />} value={client.notes} multiline />\n )}\n {!client.contactEmail && !client.contactPhone && !client.address && !client.notes && (\n <p className=\"text-sm text-text-tertiary\">No contact details recorded yet.</p>\n )}\n </dl>\n </div>\n </SectionCard>\n\n <SectionCard\n title=\"Conflict checks\"\n className=\"lg:col-span-2\"\n action={\n <Button size=\"sm\" variant=\"outline\" onClick={() => setRunConflict(true)}>\n <GitBranch className=\"mr-1.5 h-4 w-4\" /> Run check\n </Button>\n }\n >\n {conflicts.isLoading ? (\n <LoadingBlock label=\"Loading…\" />\n ) : !conflicts.data \|\| conflicts.data.items.length === 0 ? (\n <Empty\n title=\"No conflict checks\"\n description=\"Run a conflict check before accepting new work for this client.\"\n icon={<GitBranch className=\"h-7 w-7\" />}\n />\n ) : (\n <TableWrap>\n <thead>\n <tr>\n <Th>Parties searched</Th>\n <Th>Date</Th>\n <Th className=\"text-right\">Status</Th>\n </tr>\n </thead>\n <tbody>\n {conflicts.data.items.map((c) => (\n <tr key={c.id} className=\"transition-colors hover:bg-bg-sunken/60\">\n <Td>\n <div className=\"font-medium text-text-primary\">\n {c.searchedParties.join(', ') \|\| 'Conflict search'}\n </div>\n {c.findings ? (\n <div className=\"text-xs text-text-tertiary\">{c.findings}</div>\n ) : null}\n </Td>\n <Td className=\"whitespace-nowrap\">{fmtDate(c.createdAt)}</Td>\n <Td className=\"text-right\">\n <StatusPill status={c.status} />\n </Td>\n </tr>\n ))}\n </tbody>\n </TableWrap>\n )}\n </SectionCard>\n </div>\n\n <SectionCard\n title=\"Engagements\"\n description={`${client.engagements.length} scoped for this client`}\n action={\n <Button size=\"sm\" variant=\"outline\" onClick={() => nav('engagements')}>\n <Plus className=\"mr-1.5 h-4 w-4\" />\n Manage\n </Button>\n }\n >\n {client.engagements.length === 0 ? (\n <Empty\n title=\"No engagements\"\n description=\"Scope the first engagement for this client.\"\n icon={<Briefcase className=\"h-7 w-7\" />}\n />\n ) : (\n <TableWrap>\n <thead>\n <tr>\n <Th>Engagement</Th>\n <Th>Fee</Th>\n <Th>Started</Th>\n <Th className=\"text-right\">Status</Th>\n </tr>\n </thead>\n <tbody>\n {client.engagements.map((e: PswEngagement) => (\n <tr\n key={e.id}\n className=\"group cursor-pointer transition-colors hover:bg-bg-sunken/60\"\n onClick={() => nav(`engagements/${e.id}`)}\n >\n <Td>\n <div className=\"flex items-center gap-1 font-medium text-text-primary transition-colors group-hover:text-accent\">\n <span>{e.name}</span>\n <ChevronRight className=\"h-3.5 w-3.5 shrink-0 text-text-tertiary opacity-0 transition-opacity group-hover:opacity-100\" />\n </div>\n </Td>\n <Td className=\"whitespace-nowrap\">\n {fmtMoney(e.feeAmount, e.currency)}{' '}\n <span className=\"text-xs text-text-tertiary\">\n / {humanize(e.feeArrangement)}\n </span>\n </Td>\n <Td className=\"whitespace-nowrap\">{fmtDate(e.startDate)}</Td>\n <Td className=\"text-right\">\n <StatusPill status={e.status} />\n </Td>\n </tr>\n ))}\n </tbody>\n </TableWrap>\n )}\n </SectionCard>\n\n <SectionCard\n title=\"Matters\"\n description={`${client.matters.length} tracked for this client`}\n action={\n <Button size=\"sm\" variant=\"outline\" onClick={() => nav('matters')}>\n <Plus className=\"mr-1.5 h-4 w-4\" />\n Manage\n </Button>\n }\n >\n {client.matters.length === 0 ? (\n <Empty\n title=\"No matters\"\n description=\"Open a matter to track regulated work for this client.\"\n icon={<FolderKanban className=\"h-7 w-7\" />}\n />\n ) : (\n <TableWrap>\n <thead>\n <tr>\n <Th>Reference</Th>\n <Th>Title</Th>\n <Th>Due</Th>\n <Th>Priority</Th>\n <Th className=\"text-right\">Status</Th>\n </tr>\n </thead>\n <tbody>\n {client.matters.map((m: PswMatter) => (\n <tr key={m.id} className=\"transition-colors hover:bg-bg-sunken/60\">\n <Td className=\"whitespace-nowrap font-medium text-text-primary\">\n {m.reference \|\| '—'}\n </Td>\n <Td>{m.title}</Td>\n <Td className=\"whitespace-nowrap\">{fmtDate(m.dueDate)}</Td>\n <Td>\n <StatusPill status={m.priority} />\n </Td>\n <Td className=\"text-right\">\n <StatusPill status={m.status} />\n </Td>\n </tr>\n ))}\n </tbody>\n </TableWrap>\n )}\n </SectionCard>\n\n <DiscussionThread entityType=\"proserviceworld-client\" entityId={id} />\n\n {runConflict && (\n <ConflictModal\n clientId={id}\n onClose={() => setRunConflict(false)}\n onDone={() => void conflicts.refetch()}\n />\n )}\n </div>\n );\n};\n\nconst IconRow: FC<{ icon: React.ReactNode; value: string; multiline?: boolean }> = ({\n icon,\n value,\n multiline,\n}) => (\n <div\n className={cn('flex gap-2.5 text-text-secondary', multiline ? 'items-start' : 'items-center')}\n >\n <span className=\"mt-0.5 flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-bg-sunken text-text-tertiary\">\n {icon}\n </span>\n <span className={cn('min-w-0 break-words', multiline ? 'leading-relaxed' : 'truncate')}>\n {value}\n </span>\n </div>\n);\n\nconst ConflictModal: FC<{ clientId: string; onClose: () => void; onDone: () => void }> = ({\n clientId,\n onClose,\n onDone,\n}) => {\n const create = useCreateConflictCheck();\n const [parties, setParties] = useState('');\n const [findings, setFindings] = useState('');\n const [err, setErr] = useState<string \| null>(null);\n\n const submit = () => {\n setErr(null);\n const searchedParties = parties\n .split(',')\n .map((p) => p.trim())\n .filter(Boolean);\n if (searchedParties.length === 0) return setErr('Add at least one party to search.');\n create.mutate(\n { clientId, searchedParties, findings: findings.trim() \|\| null },\n {\n onSuccess: () => {\n onDone();\n onClose();\n },\n onError: (e) => setErr(e instanceof Error ? e.message : 'Failed.'),\n }\n );\n };\n\n return (\n <Modal\n open\n onClose={onClose}\n title=\"Run conflict check\"\n footer={\n <>\n <Button variant=\"outline\" onClick={onClose} disabled={create.isPending}>\n Cancel\n </Button>\n <Button onClick={submit} disabled={create.isPending}>\n {create.isPending ? 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1	+ {"version":3,"file":"ClientDetailPage.js","names":[],"sources":["../../../src/proserviceworld/pages/ClientDetailPage.tsx"],"sourcesContent":["import type { FC } from 'react';\nimport { useMemo, useState } from 'react';\nimport { useParams } from 'react-router';\nimport { Button } from '@burdenoff/fe-libs/ui';\nimport {\n ArrowLeft,\n Briefcase,\n FolderKanban,\n GitBranch,\n Mail,\n Phone,\n MapPin,\n Plus,\n StickyNote,\n ChevronRight,\n UserRoundCheck,\n Users,\n} from 'lucide-react';\nimport {\n useClient,\n useClientTeamAssignments,\n useConflictChecks,\n useCreateConflictCheck,\n type PswEngagement,\n type PswMatter,\n type PswTeamAssignmentScoped,\n} from '../hooks/useProServiceWorldApi';\nimport { useActorNames, type UseActorNamesResult } from '../hooks/useActorNames';\nimport { useNav } from '../utils/nav';\nimport { cn } from '../utils/cn';\nimport { DiscussionThread } from '../components/DiscussionThread';\nimport {\n PageHeader,\n SectionCard,\n LoadingBlock,\n ErrorState,\n Empty,\n StatusPill,\n Modal,\n Field,\n TextInput,\n TextArea,\n Banner,\n TableWrap,\n Th,\n Td,\n fmtDate,\n fmtMoney,\n humanize,\n} from '../components/ui';\n\nconst initials = (name: string): string =>\n name\n .split(/\\s+/)\n .filter(Boolean)\n .slice(0, 2)\n .map((w) => w[0]?.toUpperCase() ?? '')\n .join('') \|\| '?';\n\nexport const ClientDetailPage: FC = () => {\n const { id = '' } = useParams();\n const nav = useNav();\n const { data: client, isLoading, error, refetch } = useClient(id);\n const conflicts = useConflictChecks({ clientId: id });\n const [runConflict, setRunConflict] = useState(false);\n\n // Staffing is stored per engagement / per matter — `pswListTeamAssignments`\n // has no clientId filter — so the client-level roll-up is keyed off the\n // engagements and matters this page has already loaded.\n const teamScopes = useMemo(\n () => [\n ...(client?.engagements ?? []).map((e) => ({\n type: 'engagement' as const,\n id: e.id,\n name: e.name,\n })),\n ...(client?.matters ?? []).map((m) => ({\n type: 'matter' as const,\n id: m.id,\n name: m.reference \|\| m.title,\n })),\n ],\n [client]\n );\n const team = useClientTeamAssignments(teamScopes);\n\n // Every person on this page arrives as a bare workspace actor id\n // (relationshipOwnerId / responsiblePartnerId / leadPractitionerId /\n // practitionerId), all of them already in the queries above.\n const actors = useActorNames([\n client?.relationshipOwnerId,\n ...(client?.engagements ?? []).map((e) => e.responsiblePartnerId),\n ...(client?.matters ?? []).map((m) => m.leadPractitionerId),\n ...(team.data ?? []).map((t) => t.practitionerId),\n ]);\n\n if (isLoading) return <LoadingBlock />;\n if (error) return <ErrorState error={error} onRetry={() => void refetch()} />;\n if (!client)\n return (\n <Empty\n title=\"Client not found\"\n description=\"It may have been archived or belongs to another workspace.\"\n />\n );\n\n const avatarName = client.contactName \|\| client.name;\n\n return (\n <div className=\"space-y-6\">\n <button\n type=\"button\"\n onClick={() => nav('clients')}\n className=\"flex items-center gap-1.5 text-sm text-text-secondary transition-colors hover:text-accent\"\n >\n <ArrowLeft className=\"h-4 w-4\" /> Back to clients\n </button>\n\n <PageHeader\n title={client.name}\n subtitle={[client.type === 'ORGANIZATION' ? 'Organization' : 'Individual', client.industry]\n .filter(Boolean)\n .join(' · ')}\n actions={<StatusPill status={client.status} />}\n />\n\n {client.tags.length > 0 && (\n <div className=\"flex flex-wrap gap-2\">\n {client.tags.map((t) => (\n <span\n key={t}\n className=\"rounded-full bg-bg-sunken px-2.5 py-0.5 text-xs font-medium text-text-secondary\"\n >\n {t}\n </span>\n ))}\n </div>\n )}\n\n <div className=\"grid grid-cols-1 gap-4 lg:grid-cols-3\">\n <SectionCard title=\"Contact\" className=\"lg:col-span-1\">\n <div className=\"space-y-4\">\n <div className=\"flex items-center gap-3\">\n <span className=\"flex h-11 w-11 shrink-0 items-center justify-center rounded-full bg-accent/10 text-sm font-semibold text-accent ring-1 ring-inset ring-accent/15\">\n {initials(avatarName)}\n </span>\n <div className=\"min-w-0\">\n <div className=\"truncate text-sm font-semibold text-text-primary\">\n {client.contactName \|\| client.name}\n </div>\n <div className=\"truncate text-xs text-text-tertiary\">\n {client.contactName ? 'Primary contact' : 'Client record'}\n </div>\n </div>\n </div>\n\n <dl className=\"space-y-2.5 text-sm\">\n {client.contactEmail && (\n <IconRow icon={<Mail className=\"h-4 w-4\" />} value={client.contactEmail} />\n )}\n {client.contactPhone && (\n <IconRow icon={<Phone className=\"h-4 w-4\" />} value={client.contactPhone} />\n )}\n {client.address && (\n <IconRow icon={<MapPin className=\"h-4 w-4\" />} value={client.address} />\n )}\n {client.notes && (\n <IconRow icon={<StickyNote className=\"h-4 w-4\" />} value={client.notes} multiline />\n )}\n {client.relationshipOwnerId && (\n <IconRow\n icon={<UserRoundCheck className=\"h-4 w-4\" />}\n value={`${actors.nameOf(client.relationshipOwnerId)} · relationship owner`}\n />\n )}\n {!client.contactEmail &&\n !client.contactPhone &&\n !client.address &&\n !client.notes &&\n !client.relationshipOwnerId && (\n <p className=\"text-sm text-text-tertiary\">No contact details recorded yet.</p>\n )}\n </dl>\n </div>\n </SectionCard>\n\n <SectionCard\n title=\"Conflict checks\"\n className=\"lg:col-span-2\"\n action={\n <Button size=\"sm\" variant=\"outline\" onClick={() => setRunConflict(true)}>\n <GitBranch className=\"mr-1.5 h-4 w-4\" /> Run check\n </Button>\n }\n >\n {conflicts.isLoading ? (\n <LoadingBlock label=\"Loading…\" />\n ) : !conflicts.data \|\| conflicts.data.items.length === 0 ? (\n <Empty\n title=\"No conflict checks\"\n description=\"Run a conflict check before accepting new work for this client.\"\n icon={<GitBranch className=\"h-7 w-7\" />}\n />\n ) : (\n <TableWrap>\n <thead>\n <tr>\n <Th>Parties searched</Th>\n <Th>Date</Th>\n <Th className=\"text-right\">Status</Th>\n </tr>\n </thead>\n <tbody>\n {conflicts.data.items.map((c) => (\n <tr key={c.id} className=\"transition-colors hover:bg-bg-sunken/60\">\n <Td>\n <div className=\"font-medium text-text-primary\">\n {c.searchedParties.join(', ') \|\| 'Conflict search'}\n </div>\n {c.findings ? (\n <div className=\"text-xs text-text-tertiary\">{c.findings}</div>\n ) : null}\n </Td>\n <Td className=\"whitespace-nowrap\">{fmtDate(c.createdAt)}</Td>\n <Td className=\"text-right\">\n <StatusPill status={c.status} />\n </Td>\n </tr>\n ))}\n </tbody>\n </TableWrap>\n )}\n </SectionCard>\n </div>\n\n <ClientTeamCard\n rows={team.data ?? []}\n loading={team.isLoading}\n error={team.error}\n hasScopes={teamScopes.length > 0}\n actors={actors}\n />\n\n <SectionCard\n title=\"Engagements\"\n description={`${client.engagements.length} scoped for this client`}\n action={\n <Button size=\"sm\" variant=\"outline\" onClick={() => nav('engagements')}>\n <Plus className=\"mr-1.5 h-4 w-4\" />\n Manage\n </Button>\n }\n >\n {client.engagements.length === 0 ? (\n <Empty\n title=\"No engagements\"\n description=\"Scope the first engagement for this client.\"\n icon={<Briefcase className=\"h-7 w-7\" />}\n />\n ) : (\n <TableWrap>\n <thead>\n <tr>\n <Th>Engagement</Th>\n <Th>Partner</Th>\n <Th>Fee</Th>\n <Th>Started</Th>\n <Th className=\"text-right\">Status</Th>\n </tr>\n </thead>\n <tbody>\n {client.engagements.map((e: PswEngagement) => (\n <tr\n key={e.id}\n className=\"group cursor-pointer transition-colors hover:bg-bg-sunken/60\"\n onClick={() => nav(`engagements/${e.id}`)}\n >\n <Td>\n <div className=\"flex items-center gap-1 font-medium text-text-primary transition-colors group-hover:text-accent\">\n <span>{e.name}</span>\n <ChevronRight className=\"h-3.5 w-3.5 shrink-0 text-text-tertiary opacity-0 transition-opacity group-hover:opacity-100\" />\n </div>\n </Td>\n <Td className=\"whitespace-nowrap\">\n {e.responsiblePartnerId ? (\n actors.nameOf(e.responsiblePartnerId)\n ) : (\n <span className=\"text-text-tertiary\">Unassigned</span>\n )}\n </Td>\n <Td className=\"whitespace-nowrap\">\n {fmtMoney(e.feeAmount, e.currency)}{' '}\n <span className=\"text-xs text-text-tertiary\">\n / {humanize(e.feeArrangement)}\n </span>\n </Td>\n <Td className=\"whitespace-nowrap\">{fmtDate(e.startDate)}</Td>\n <Td className=\"text-right\">\n <StatusPill status={e.status} />\n </Td>\n </tr>\n ))}\n </tbody>\n </TableWrap>\n )}\n </SectionCard>\n\n <SectionCard\n title=\"Matters\"\n description={`${client.matters.length} tracked for this client`}\n action={\n <Button size=\"sm\" variant=\"outline\" onClick={() => nav('matters')}>\n <Plus className=\"mr-1.5 h-4 w-4\" />\n Manage\n </Button>\n }\n >\n {client.matters.length === 0 ? 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