@hed-hog/contact 0.0.295 → 0.0.297
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/contact-type/contact-type.controller.d.ts +1 -1
- package/dist/contact-type/contact-type.service.d.ts +1 -1
- package/dist/document-type/document-type.controller.d.ts +1 -1
- package/dist/document-type/document-type.service.d.ts +1 -1
- package/dist/person/dto/reports-query.dto.d.ts +8 -0
- package/dist/person/dto/reports-query.dto.d.ts.map +1 -0
- package/dist/person/dto/reports-query.dto.js +33 -0
- package/dist/person/dto/reports-query.dto.js.map +1 -0
- package/dist/person/person.controller.d.ts +67 -10
- package/dist/person/person.controller.d.ts.map +1 -1
- package/dist/person/person.controller.js +26 -6
- package/dist/person/person.controller.js.map +1 -1
- package/dist/person/person.service.d.ts +61 -5
- package/dist/person/person.service.d.ts.map +1 -1
- package/dist/person/person.service.js +656 -298
- package/dist/person/person.service.js.map +1 -1
- package/dist/person-relation-type/person-relation-type.controller.d.ts +2 -2
- package/dist/person-relation-type/person-relation-type.service.d.ts +2 -2
- package/hedhog/data/menu.yaml +163 -163
- package/hedhog/data/route.yaml +68 -60
- package/hedhog/frontend/app/_lib/crm-sections.tsx.ejs +9 -9
- package/hedhog/frontend/app/accounts/_components/account-form-sheet.tsx.ejs +573 -573
- package/hedhog/frontend/app/accounts/_components/account-types.ts.ejs +9 -9
- package/hedhog/frontend/app/accounts/page.tsx.ejs +970 -970
- package/hedhog/frontend/app/activities/_components/activity-detail-sheet.tsx.ejs +240 -240
- package/hedhog/frontend/app/activities/_components/activity-types.ts.ejs +66 -66
- package/hedhog/frontend/app/activities/page.tsx.ejs +460 -460
- package/hedhog/frontend/app/dashboard/_components/dashboard-types.ts.ejs +70 -70
- package/hedhog/frontend/app/dashboard/page.tsx.ejs +639 -639
- package/hedhog/frontend/app/follow-ups/page.tsx.ejs +785 -785
- package/hedhog/frontend/app/person/_components/person-interaction-dialog.tsx.ejs +10 -12
- package/hedhog/frontend/app/reports/_components/report-types.ts.ejs +84 -0
- package/hedhog/frontend/app/reports/page.tsx.ejs +1196 -15
- package/hedhog/frontend/messages/en.json +242 -123
- package/hedhog/frontend/messages/pt.json +242 -123
- package/hedhog/table/crm_activity.yaml +68 -68
- package/hedhog/table/crm_stage_history.yaml +34 -0
- package/hedhog/table/person_company.yaml +27 -27
- package/package.json +9 -9
- package/src/person/dto/account.dto.ts +100 -100
- package/src/person/dto/activity.dto.ts +54 -54
- package/src/person/dto/dashboard-query.dto.ts +25 -25
- package/src/person/dto/followup-query.dto.ts +25 -25
- package/src/person/dto/reports-query.dto.ts +25 -0
- package/src/person/person.controller.ts +176 -159
- package/src/person/person.service.ts +4825 -4288
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'use client';
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import {
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EmptyState,
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Page,
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PageHeader,
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PaginationFooter,
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SearchBar,
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type SearchBarControl,
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} from '@/components/entity-list';
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import {
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AlertDialog,
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AlertDialogAction,
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AlertDialogCancel,
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AlertDialogContent,
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AlertDialogDescription,
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AlertDialogHeader,
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AlertDialogTitle,
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} from '@/components/ui/alert-dialog';
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import { Avatar, AvatarFallback } from '@/components/ui/avatar';
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import { Badge } from '@/components/ui/badge';
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import { Button } from '@/components/ui/button';
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import { Card, CardContent } from '@/components/ui/card';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuSeparator,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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import { KpiCardsGrid } from '@/components/ui/kpi-cards-grid';
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import { Skeleton } from '@/components/ui/skeleton';
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import {
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Table,
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TableBody,
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TableCell,
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TableHead,
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TableHeader,
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TableRow,
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} from '@/components/ui/table';
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import { ToggleGroup, ToggleGroupItem } from '@/components/ui/toggle-group';
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import { formatDate } from '@/lib/format-date';
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import { cn } from '@/lib/utils';
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import { useApp, useQuery } from '@hed-hog/next-app-provider';
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import {
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type ColumnDef,
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type SortingState,
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flexRender,
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getCoreRowModel,
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useReactTable,
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} from '@tanstack/react-table';
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import {
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ArrowUpDown,
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Building2,
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Globe,
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LayoutGrid,
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List,
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Mail,
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MoreHorizontal,
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Pencil,
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Phone,
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Plus,
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Trash2,
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} from 'lucide-react';
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import { useTranslations } from 'next-intl';
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import { type ReactNode, useEffect, useMemo, useState } from 'react';
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import { toast } from 'sonner';
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import { AccountFormSheet } from './_components/account-form-sheet';
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import type {
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Account,
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AccountFormValues,
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AccountStats,
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PaginatedResult,
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UserOption,
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} from './_components/account-types';
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const ACCOUNT_VIEW_STORAGE_KEY = 'contact-account-view-mode';
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type AccountViewMode = 'table' | 'cards';
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type RequestError = {
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message?: string;
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};
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function getAccountInitials(name: string) {
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return name
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.split(' ')
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.filter(Boolean)
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.slice(0, 2)
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.map((part) => part[0]?.toUpperCase() || '')
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.join('');
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}
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function getLifecycleStageColor(stage?: string | null) {
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switch (stage) {
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case 'customer':
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return 'border-green-500/20 bg-green-500/10 text-green-600';
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case 'prospect':
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return 'border-blue-500/20 bg-blue-500/10 text-blue-600';
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case 'churned':
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return 'border-red-500/20 bg-red-500/10 text-red-600';
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case 'inactive':
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return 'border-gray-500/20 bg-gray-500/10 text-gray-600';
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default:
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return 'border-slate-500/20 bg-slate-500/10 text-slate-600';
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}
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}
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function AccountInfoTile({
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icon,
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label,
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value,
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}: {
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icon: ReactNode;
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label: string;
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value: string;
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}) {
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const hasValue = value.trim() !== '-' && value.trim() !== '';
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return (
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<div
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className={cn(
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'rounded-xl border border-border/70 bg-muted/25 p-2.5 transition-colors',
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hasValue
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? 'text-foreground'
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: 'border-dashed bg-muted/40 text-muted-foreground'
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)}
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>
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<div className="mb-2 flex items-center gap-2">
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<div className="flex h-7 w-7 shrink-0 items-center justify-center rounded-lg border bg-background text-muted-foreground">
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{icon}
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</div>
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<span className="truncate text-[10px] font-semibold tracking-[0.14em] text-muted-foreground uppercase">
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{label}
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</span>
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</div>
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<div
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className={cn(
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'line-clamp-2 text-sm font-medium',
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hasValue ? 'text-foreground' : 'text-muted-foreground'
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)}
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>
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{hasValue ? value : '-'}
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</div>
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</div>
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);
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}
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export default function AccountsPage() {
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const t = useTranslations('contact.AccountsPage');
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const crmT = useTranslations('contact.CrmMenu');
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const { request, currentLocaleCode, getSettingValue } = useApp();
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const [sorting, setSorting] = useState<SortingState>([]);
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const [page, setPage] = useState(1);
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const [pageSize, setPageSize] = useState(12);
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const [searchInput, setSearchInput] = useState('');
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const [debouncedSearch, setDebouncedSearch] = useState('');
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const [statusFilter, setStatusFilter] = useState('all');
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const [lifecycleFilter, setLifecycleFilter] = useState('all');
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const [formSheetOpen, setFormSheetOpen] = useState(false);
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const [accountToEdit, setAccountToEdit] = useState<Account | null>(null);
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const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
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const [accountToDelete, setAccountToDelete] = useState<Account | null>(null);
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const [isDeleting, setIsDeleting] = useState(false);
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const [isSubmitting, setIsSubmitting] = useState(false);
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const [viewMode, setViewMode] = useState<AccountViewMode>('table');
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useEffect(() => {
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const timeout = setTimeout(() => {
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setDebouncedSearch(searchInput.trim());
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}, 300);
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return () => clearTimeout(timeout);
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}, [searchInput]);
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useEffect(() => {
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try {
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const savedViewMode = window.localStorage.getItem(
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ACCOUNT_VIEW_STORAGE_KEY
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);
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if (savedViewMode === 'table' || savedViewMode === 'cards') {
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setViewMode(savedViewMode);
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}
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} catch {
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// Ignore storage read failures.
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}
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}, []);
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const currentSort = sorting[0];
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const sortField = currentSort?.id === 'created_at' ? 'created_at' : 'name';
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const sortOrder = currentSort?.desc ? 'desc' : 'asc';
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const {
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data: stats = {
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total: 0,
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active: 0,
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customers: 0,
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prospects: 0,
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},
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refetch: refetchStats,
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} = useQuery<AccountStats>({
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queryKey: ['contact-accounts-stats', currentLocaleCode],
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queryFn: async () => {
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const response = await request<AccountStats>({
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url: '/person/accounts/stats',
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method: 'GET',
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});
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return response.data;
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},
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placeholderData: (previous) =>
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previous ?? {
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total: 0,
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active: 0,
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customers: 0,
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prospects: 0,
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},
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});
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const { data: owners = [] } = useQuery<UserOption[]>({
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queryKey: ['contact-account-owner-options', currentLocaleCode],
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queryFn: async () => {
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const response = await request<UserOption[] | { data?: UserOption[] }>({
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url: '/person/owner-options',
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method: 'GET',
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});
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return Array.isArray(response.data)
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? response.data
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: response.data?.data || [];
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},
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});
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const {
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data: paginate = {
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data: [],
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total: 0,
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pageSize: 12,
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lastPage: 1,
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prev: null,
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next: null,
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},
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isLoading,
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refetch: refetchAccounts,
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} = useQuery<PaginatedResult<Account>>({
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queryKey: [
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queryFn: async () => {
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params.set('page', String(page));
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params.set('pageSize', String(pageSize));
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params.set('sortOrder', sortOrder);
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if (debouncedSearch) {
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params.set('search', debouncedSearch);
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}
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params.set('status', statusFilter);
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}
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params.set('lifecycle_stage', lifecycleFilter);
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}
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const response = await request<PaginatedResult<Account>>({
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url: `/person/accounts?${params.toString()}`,
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method: 'GET',
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});
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data: [],
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total: 0,
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lastPage: 1,
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next: null,
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},
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});
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const totalPages = Math.max(
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1,
|
|
298
|
-
paginate.lastPage ?? (Math.ceil((paginate.total || 0) / pageSize) || 1)
|
|
299
|
-
);
|
|
300
|
-
|
|
301
|
-
useEffect(() => {
|
|
302
|
-
if (page > totalPages) {
|
|
303
|
-
setPage(totalPages);
|
|
304
|
-
}
|
|
305
|
-
}, [page, totalPages]);
|
|
306
|
-
|
|
307
|
-
const openCreateSheet = () => {
|
|
308
|
-
setAccountToEdit(null);
|
|
309
|
-
setFormSheetOpen(true);
|
|
310
|
-
};
|
|
311
|
-
|
|
312
|
-
const openEditSheet = (account: Account) => {
|
|
313
|
-
setAccountToEdit(account);
|
|
314
|
-
setFormSheetOpen(true);
|
|
315
|
-
};
|
|
316
|
-
|
|
317
|
-
const handleFormSubmit = async (data: AccountFormValues) => {
|
|
318
|
-
try {
|
|
319
|
-
setIsSubmitting(true);
|
|
320
|
-
|
|
321
|
-
if (accountToEdit) {
|
|
322
|
-
await request({
|
|
323
|
-
url: `/person/accounts/${accountToEdit.id}`,
|
|
324
|
-
method: 'PATCH',
|
|
325
|
-
data,
|
|
326
|
-
});
|
|
327
|
-
toast.success(t('editSuccess'));
|
|
328
|
-
} else {
|
|
329
|
-
await request({
|
|
330
|
-
url: '/person/accounts',
|
|
331
|
-
method: 'POST',
|
|
332
|
-
data,
|
|
333
|
-
});
|
|
334
|
-
toast.success(t('createSuccess'));
|
|
335
|
-
}
|
|
336
|
-
|
|
337
|
-
setFormSheetOpen(false);
|
|
338
|
-
setAccountToEdit(null);
|
|
339
|
-
await Promise.all([refetchAccounts(), refetchStats()]);
|
|
340
|
-
} catch (error: unknown) {
|
|
341
|
-
const message =
|
|
342
|
-
typeof error === 'object' && error && 'message' in error
|
|
343
|
-
? (error as RequestError).message
|
|
344
|
-
: null;
|
|
345
|
-
toast.error(message || t('saveError'));
|
|
346
|
-
throw error;
|
|
347
|
-
} finally {
|
|
348
|
-
setIsSubmitting(false);
|
|
349
|
-
}
|
|
350
|
-
};
|
|
351
|
-
|
|
352
|
-
const handleDelete = async () => {
|
|
353
|
-
if (!accountToDelete) return;
|
|
354
|
-
|
|
355
|
-
try {
|
|
356
|
-
setIsDeleting(true);
|
|
357
|
-
await request({
|
|
358
|
-
url: '/person/accounts',
|
|
359
|
-
method: 'DELETE',
|
|
360
|
-
data: {
|
|
361
|
-
ids: [accountToDelete.id],
|
|
362
|
-
},
|
|
363
|
-
});
|
|
364
|
-
|
|
365
|
-
toast.success(t('deleteSuccess'));
|
|
366
|
-
setDeleteDialogOpen(false);
|
|
367
|
-
setAccountToDelete(null);
|
|
368
|
-
await Promise.all([refetchAccounts(), refetchStats()]);
|
|
369
|
-
} catch (error: unknown) {
|
|
370
|
-
const message =
|
|
371
|
-
typeof error === 'object' && error && 'message' in error
|
|
372
|
-
? (error as RequestError).message
|
|
373
|
-
: null;
|
|
374
|
-
toast.error(message || t('deleteError'));
|
|
375
|
-
} finally {
|
|
376
|
-
setIsDeleting(false);
|
|
377
|
-
}
|
|
378
|
-
};
|
|
379
|
-
|
|
380
|
-
const handleViewModeChange = (value: string) => {
|
|
381
|
-
if (value !== 'table' && value !== 'cards') {
|
|
382
|
-
return;
|
|
383
|
-
}
|
|
384
|
-
|
|
385
|
-
setViewMode(value);
|
|
386
|
-
try {
|
|
387
|
-
window.localStorage.setItem(ACCOUNT_VIEW_STORAGE_KEY, value);
|
|
388
|
-
} catch {
|
|
389
|
-
// Ignore storage write failures.
|
|
390
|
-
}
|
|
391
|
-
};
|
|
392
|
-
|
|
393
|
-
const columns = useMemo<ColumnDef<Account>[]>(
|
|
394
|
-
() => [
|
|
395
|
-
{
|
|
396
|
-
accessorKey: 'name',
|
|
397
|
-
header: ({ column }) => (
|
|
398
|
-
<Button
|
|
399
|
-
variant="ghost"
|
|
400
|
-
onClick={() => {
|
|
401
|
-
column.toggleSorting(column.getIsSorted() === 'asc');
|
|
402
|
-
setPage(1);
|
|
403
|
-
}}
|
|
404
|
-
className="-ml-4"
|
|
405
|
-
>
|
|
406
|
-
{t('columnName')}
|
|
407
|
-
<ArrowUpDown className="ml-2 h-4 w-4" />
|
|
408
|
-
</Button>
|
|
409
|
-
),
|
|
410
|
-
cell: ({ row }) => {
|
|
411
|
-
const account = row.original;
|
|
412
|
-
return (
|
|
413
|
-
<div className="flex items-center gap-3">
|
|
414
|
-
<Avatar className="h-9 w-9 rounded-lg">
|
|
415
|
-
<AvatarFallback className="rounded-lg bg-slate-100 text-xs font-semibold uppercase text-slate-700">
|
|
416
|
-
{getAccountInitials(account.name)}
|
|
417
|
-
</AvatarFallback>
|
|
418
|
-
</Avatar>
|
|
419
|
-
<div className="min-w-0">
|
|
420
|
-
<div className="truncate font-medium">{account.name}</div>
|
|
421
|
-
{account.trade_name && (
|
|
422
|
-
<div className="truncate text-xs text-muted-foreground">
|
|
423
|
-
{account.trade_name}
|
|
424
|
-
</div>
|
|
425
|
-
)}
|
|
426
|
-
</div>
|
|
427
|
-
</div>
|
|
428
|
-
);
|
|
429
|
-
},
|
|
430
|
-
},
|
|
431
|
-
{
|
|
432
|
-
accessorKey: 'industry',
|
|
433
|
-
header: t('columnIndustry'),
|
|
434
|
-
cell: ({ row }) => (
|
|
435
|
-
<span className="text-sm text-muted-foreground">
|
|
436
|
-
{(row.getValue('industry') as string | null) || '-'}
|
|
437
|
-
</span>
|
|
438
|
-
),
|
|
439
|
-
},
|
|
440
|
-
{
|
|
441
|
-
accessorKey: 'lifecycle_stage',
|
|
442
|
-
header: t('columnStage'),
|
|
443
|
-
cell: ({ row }) => {
|
|
444
|
-
const stage = row.getValue('lifecycle_stage') as string | null;
|
|
445
|
-
return (
|
|
446
|
-
<Badge
|
|
447
|
-
variant="outline"
|
|
448
|
-
className={cn(
|
|
449
|
-
'border px-2.5 py-1 text-xs font-medium',
|
|
450
|
-
getLifecycleStageColor(stage)
|
|
451
|
-
)}
|
|
452
|
-
>
|
|
453
|
-
{stage ? t(`stage_${stage}` as never) : '-'}
|
|
454
|
-
</Badge>
|
|
455
|
-
);
|
|
456
|
-
},
|
|
457
|
-
},
|
|
458
|
-
{
|
|
459
|
-
accessorKey: 'status',
|
|
460
|
-
header: t('columnStatus'),
|
|
461
|
-
cell: ({ row }) => {
|
|
462
|
-
const status = row.getValue('status') as Account['status'];
|
|
463
|
-
return (
|
|
464
|
-
<Badge
|
|
465
|
-
variant="outline"
|
|
466
|
-
className={cn(
|
|
467
|
-
'border px-2.5 py-1 text-xs font-medium',
|
|
468
|
-
status === 'active'
|
|
469
|
-
? 'border-green-500/20 bg-green-500/10 text-green-600'
|
|
470
|
-
: 'border-red-500/20 bg-red-500/10 text-red-600'
|
|
471
|
-
)}
|
|
472
|
-
>
|
|
473
|
-
{t(`status_${status}` as never)}
|
|
474
|
-
</Badge>
|
|
475
|
-
);
|
|
476
|
-
},
|
|
477
|
-
},
|
|
478
|
-
{
|
|
479
|
-
accessorKey: 'owner_user',
|
|
480
|
-
header: t('columnOwner'),
|
|
481
|
-
cell: ({ row }) => {
|
|
482
|
-
const account = row.original;
|
|
483
|
-
return (
|
|
484
|
-
<span className="text-sm">
|
|
485
|
-
{account.owner_user?.name || t('unassigned')}
|
|
486
|
-
</span>
|
|
487
|
-
);
|
|
488
|
-
},
|
|
489
|
-
},
|
|
490
|
-
{
|
|
491
|
-
accessorKey: 'city',
|
|
492
|
-
header: t('columnCity'),
|
|
493
|
-
cell: ({ row }) => (
|
|
494
|
-
<span className="text-sm text-muted-foreground">
|
|
495
|
-
{(row.getValue('city') as string | null) || '-'}
|
|
496
|
-
</span>
|
|
497
|
-
),
|
|
498
|
-
},
|
|
499
|
-
{
|
|
500
|
-
accessorKey: 'created_at',
|
|
501
|
-
header: ({ column }) => (
|
|
502
|
-
<Button
|
|
503
|
-
variant="ghost"
|
|
504
|
-
onClick={() => {
|
|
505
|
-
column.toggleSorting(column.getIsSorted() === 'asc');
|
|
506
|
-
setPage(1);
|
|
507
|
-
}}
|
|
508
|
-
className="-ml-4"
|
|
509
|
-
>
|
|
510
|
-
{t('columnCreatedAt')}
|
|
511
|
-
<ArrowUpDown className="ml-2 h-4 w-4" />
|
|
512
|
-
</Button>
|
|
513
|
-
),
|
|
514
|
-
cell: ({ row }) => (
|
|
515
|
-
<span className="text-sm text-muted-foreground">
|
|
516
|
-
{formatDate(
|
|
517
|
-
row.getValue('created_at') as string,
|
|
518
|
-
getSettingValue,
|
|
519
|
-
currentLocaleCode
|
|
520
|
-
)}
|
|
521
|
-
</span>
|
|
522
|
-
),
|
|
523
|
-
},
|
|
524
|
-
{
|
|
525
|
-
id: 'actions',
|
|
526
|
-
cell: ({ row }) => {
|
|
527
|
-
const account = row.original;
|
|
528
|
-
return (
|
|
529
|
-
<DropdownMenu>
|
|
530
|
-
<DropdownMenuTrigger asChild>
|
|
531
|
-
<Button variant="ghost" size="icon" className="h-8 w-8">
|
|
532
|
-
<MoreHorizontal className="h-4 w-4" />
|
|
533
|
-
</Button>
|
|
534
|
-
</DropdownMenuTrigger>
|
|
535
|
-
<DropdownMenuContent align="end">
|
|
536
|
-
<DropdownMenuItem onClick={() => openEditSheet(account)}>
|
|
537
|
-
<Pencil className="mr-2 h-4 w-4" />
|
|
538
|
-
{t('edit')}
|
|
539
|
-
</DropdownMenuItem>
|
|
540
|
-
<DropdownMenuSeparator />
|
|
541
|
-
<DropdownMenuItem
|
|
542
|
-
className="text-red-600"
|
|
543
|
-
onClick={() => {
|
|
544
|
-
setAccountToDelete(account);
|
|
545
|
-
setDeleteDialogOpen(true);
|
|
546
|
-
}}
|
|
547
|
-
>
|
|
548
|
-
<Trash2 className="mr-2 h-4 w-4" />
|
|
549
|
-
{t('delete')}
|
|
550
|
-
</DropdownMenuItem>
|
|
551
|
-
</DropdownMenuContent>
|
|
552
|
-
</DropdownMenu>
|
|
553
|
-
);
|
|
554
|
-
},
|
|
555
|
-
},
|
|
556
|
-
],
|
|
557
|
-
[currentLocaleCode, getSettingValue, t]
|
|
558
|
-
);
|
|
559
|
-
|
|
560
|
-
const table = useReactTable({
|
|
561
|
-
data: paginate.data,
|
|
562
|
-
columns,
|
|
563
|
-
state: { sorting },
|
|
564
|
-
manualSorting: true,
|
|
565
|
-
onSortingChange: setSorting,
|
|
566
|
-
getCoreRowModel: getCoreRowModel(),
|
|
567
|
-
});
|
|
568
|
-
|
|
569
|
-
const accountsRows = table.getRowModel().rows;
|
|
570
|
-
|
|
571
|
-
const statsCards = [
|
|
572
|
-
{
|
|
573
|
-
key: 'total',
|
|
574
|
-
title: t('statsTotal'),
|
|
575
|
-
value: stats.total,
|
|
576
|
-
icon: Building2,
|
|
577
|
-
accentClassName: 'from-slate-500/20 via-slate-400/10 to-transparent',
|
|
578
|
-
iconContainerClassName: 'bg-slate-100 text-slate-700',
|
|
579
|
-
},
|
|
580
|
-
{
|
|
581
|
-
key: 'active',
|
|
582
|
-
title: t('statsActive'),
|
|
583
|
-
value: stats.active,
|
|
584
|
-
icon: Building2,
|
|
585
|
-
accentClassName: 'from-green-500/20 via-emerald-500/10 to-transparent',
|
|
586
|
-
iconContainerClassName: 'bg-green-50 text-green-600',
|
|
587
|
-
},
|
|
588
|
-
{
|
|
589
|
-
key: 'customers',
|
|
590
|
-
title: t('statsCustomers'),
|
|
591
|
-
value: stats.customers,
|
|
592
|
-
icon: Building2,
|
|
593
|
-
accentClassName: 'from-blue-500/20 via-cyan-500/10 to-transparent',
|
|
594
|
-
iconContainerClassName: 'bg-blue-50 text-blue-600',
|
|
595
|
-
},
|
|
596
|
-
{
|
|
597
|
-
key: 'prospects',
|
|
598
|
-
title: t('statsProspects'),
|
|
599
|
-
value: stats.prospects,
|
|
600
|
-
icon: Building2,
|
|
601
|
-
accentClassName: 'from-amber-500/20 via-orange-500/10 to-transparent',
|
|
602
|
-
iconContainerClassName: 'bg-amber-50 text-amber-600',
|
|
603
|
-
},
|
|
604
|
-
];
|
|
605
|
-
|
|
606
|
-
const searchControls: SearchBarControl[] = [
|
|
607
|
-
{
|
|
608
|
-
id: 'lifecycle-filter',
|
|
609
|
-
type: 'select',
|
|
610
|
-
value: lifecycleFilter,
|
|
611
|
-
onChange: (value: string) => {
|
|
612
|
-
setLifecycleFilter(value);
|
|
613
|
-
setPage(1);
|
|
614
|
-
},
|
|
615
|
-
placeholder: t('filterByStage'),
|
|
616
|
-
options: [
|
|
617
|
-
{ value: 'all', label: t('allStages') },
|
|
618
|
-
{ value: 'prospect', label: t('stage_prospect') },
|
|
619
|
-
{ value: 'customer', label: t('stage_customer') },
|
|
620
|
-
{ value: 'churned', label: t('stage_churned') },
|
|
621
|
-
{ value: 'inactive', label: t('stage_inactive') },
|
|
622
|
-
],
|
|
623
|
-
},
|
|
624
|
-
{
|
|
625
|
-
id: 'status-filter',
|
|
626
|
-
type: 'select',
|
|
627
|
-
value: statusFilter,
|
|
628
|
-
onChange: (value: string) => {
|
|
629
|
-
setStatusFilter(value);
|
|
630
|
-
setPage(1);
|
|
631
|
-
},
|
|
632
|
-
placeholder: t('filterByStatus'),
|
|
633
|
-
options: [
|
|
634
|
-
{ value: 'all', label: t('allStatuses') },
|
|
635
|
-
{ value: 'active', label: t('status_active') },
|
|
636
|
-
{ value: 'inactive', label: t('status_inactive') },
|
|
637
|
-
],
|
|
638
|
-
},
|
|
639
|
-
];
|
|
640
|
-
|
|
641
|
-
return (
|
|
642
|
-
<Page>
|
|
643
|
-
<PageHeader
|
|
644
|
-
breadcrumbs={[
|
|
645
|
-
{ label: 'Home', href: '/' },
|
|
646
|
-
{ label: crmT('breadcrumbs.crm'), href: '/contact/dashboard' },
|
|
647
|
-
{ label: t('title') },
|
|
648
|
-
]}
|
|
649
|
-
title={t('title')}
|
|
650
|
-
description={t('description')}
|
|
651
|
-
actions={[
|
|
652
|
-
{
|
|
653
|
-
label: t('newAccount'),
|
|
654
|
-
onClick: openCreateSheet,
|
|
655
|
-
icon: <Plus className="h-4 w-4" />,
|
|
656
|
-
},
|
|
657
|
-
]}
|
|
658
|
-
/>
|
|
659
|
-
|
|
660
|
-
<KpiCardsGrid items={statsCards} />
|
|
661
|
-
|
|
662
|
-
<div className="flex flex-col gap-4 xl:flex-row xl:items-center">
|
|
663
|
-
<div className="flex-1">
|
|
664
|
-
<SearchBar
|
|
665
|
-
searchQuery={searchInput}
|
|
666
|
-
onSearchChange={(value) => {
|
|
667
|
-
setSearchInput(value);
|
|
668
|
-
setPage(1);
|
|
669
|
-
}}
|
|
670
|
-
onSearch={() => setPage(1)}
|
|
671
|
-
placeholder={t('searchPlaceholder')}
|
|
672
|
-
controls={searchControls}
|
|
673
|
-
/>
|
|
674
|
-
</div>
|
|
675
|
-
|
|
676
|
-
<div className="flex flex-col gap-2 sm:flex-row sm:flex-wrap xl:justify-end">
|
|
677
|
-
<div className="flex items-center justify-between gap-3 sm:justify-start">
|
|
678
|
-
<span className="text-xs font-medium text-muted-foreground">
|
|
679
|
-
{t('viewMode')}
|
|
680
|
-
</span>
|
|
681
|
-
<ToggleGroup
|
|
682
|
-
type="single"
|
|
683
|
-
value={viewMode}
|
|
684
|
-
onValueChange={handleViewModeChange}
|
|
685
|
-
variant="outline"
|
|
686
|
-
size="sm"
|
|
687
|
-
aria-label={t('viewMode')}
|
|
688
|
-
>
|
|
689
|
-
<ToggleGroupItem
|
|
690
|
-
value="table"
|
|
691
|
-
className="gap-1.5 px-2.5"
|
|
692
|
-
aria-label={t('viewModeTable')}
|
|
693
|
-
>
|
|
694
|
-
<List className="h-4 w-4" />
|
|
695
|
-
<span className="hidden sm:inline">{t('viewModeTable')}</span>
|
|
696
|
-
</ToggleGroupItem>
|
|
697
|
-
<ToggleGroupItem
|
|
698
|
-
value="cards"
|
|
699
|
-
className="gap-1.5 px-2.5"
|
|
700
|
-
aria-label={t('viewModeCards')}
|
|
701
|
-
>
|
|
702
|
-
<LayoutGrid className="h-4 w-4" />
|
|
703
|
-
<span className="hidden sm:inline">{t('viewModeCards')}</span>
|
|
704
|
-
</ToggleGroupItem>
|
|
705
|
-
</ToggleGroup>
|
|
706
|
-
</div>
|
|
707
|
-
</div>
|
|
708
|
-
</div>
|
|
709
|
-
|
|
710
|
-
{isLoading ? (
|
|
711
|
-
viewMode === 'cards' ? (
|
|
712
|
-
<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-3 2xl:grid-cols-4">
|
|
713
|
-
{Array.from({ length: 6 }).map((_, index) => (
|
|
714
|
-
<Card key={index} className="overflow-hidden py-0">
|
|
715
|
-
<CardContent className="space-y-3 p-4">
|
|
716
|
-
<div className="flex items-center gap-2.5">
|
|
717
|
-
<Skeleton className="h-10 w-10 rounded-xl" />
|
|
718
|
-
<div className="flex-1 space-y-2">
|
|
719
|
-
<Skeleton className="h-3 w-20" />
|
|
720
|
-
<Skeleton className="h-4 w-2/3" />
|
|
721
|
-
<Skeleton className="h-3 w-1/2" />
|
|
722
|
-
</div>
|
|
723
|
-
</div>
|
|
724
|
-
<div className="grid gap-3 sm:grid-cols-2">
|
|
725
|
-
{Array.from({ length: 4 }).map((__, detailIndex) => (
|
|
726
|
-
<Skeleton key={detailIndex} className="h-20 rounded-xl" />
|
|
727
|
-
))}
|
|
728
|
-
</div>
|
|
729
|
-
<Skeleton className="h-10 rounded-xl" />
|
|
730
|
-
</CardContent>
|
|
731
|
-
</Card>
|
|
732
|
-
))}
|
|
733
|
-
</div>
|
|
734
|
-
) : (
|
|
735
|
-
<div className="space-y-3 p-4">
|
|
736
|
-
{Array.from({ length: 5 }).map((_, index) => (
|
|
737
|
-
<Skeleton key={index} className="h-14 w-full" />
|
|
738
|
-
))}
|
|
739
|
-
</div>
|
|
740
|
-
)
|
|
741
|
-
) : paginate.data.length === 0 ? (
|
|
742
|
-
<EmptyState
|
|
743
|
-
icon={<Building2 className="h-12 w-12" />}
|
|
744
|
-
title={t('emptyStateTitle')}
|
|
745
|
-
description={t('emptyStateDescription')}
|
|
746
|
-
actionLabel={t('newAccount')}
|
|
747
|
-
actionIcon={<Plus className="mr-2 h-4 w-4" />}
|
|
748
|
-
onAction={openCreateSheet}
|
|
749
|
-
/>
|
|
750
|
-
) : (
|
|
751
|
-
<>
|
|
752
|
-
{viewMode === 'table' ? (
|
|
753
|
-
<div className="overflow-x-auto">
|
|
754
|
-
<Table>
|
|
755
|
-
<TableHeader>
|
|
756
|
-
{table.getHeaderGroups().map((headerGroup) => (
|
|
757
|
-
<TableRow key={headerGroup.id}>
|
|
758
|
-
{headerGroup.headers.map((header) => (
|
|
759
|
-
<TableHead key={header.id}>
|
|
760
|
-
{header.isPlaceholder
|
|
761
|
-
? null
|
|
762
|
-
: flexRender(
|
|
763
|
-
header.column.columnDef.header,
|
|
764
|
-
header.getContext()
|
|
765
|
-
)}
|
|
766
|
-
</TableHead>
|
|
767
|
-
))}
|
|
768
|
-
</TableRow>
|
|
769
|
-
))}
|
|
770
|
-
</TableHeader>
|
|
771
|
-
<TableBody>
|
|
772
|
-
{accountsRows.map((row) => (
|
|
773
|
-
<TableRow
|
|
774
|
-
key={row.id}
|
|
775
|
-
className="cursor-pointer"
|
|
776
|
-
onDoubleClick={() => openEditSheet(row.original)}
|
|
777
|
-
>
|
|
778
|
-
{row.getVisibleCells().map((cell) => (
|
|
779
|
-
<TableCell key={cell.id}>
|
|
780
|
-
{flexRender(
|
|
781
|
-
cell.column.columnDef.cell,
|
|
782
|
-
cell.getContext()
|
|
783
|
-
)}
|
|
784
|
-
</TableCell>
|
|
785
|
-
))}
|
|
786
|
-
</TableRow>
|
|
787
|
-
))}
|
|
788
|
-
</TableBody>
|
|
789
|
-
</Table>
|
|
790
|
-
</div>
|
|
791
|
-
) : (
|
|
792
|
-
<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-3 2xl:grid-cols-4">
|
|
793
|
-
{paginate.data.map((account) => (
|
|
794
|
-
<Card
|
|
795
|
-
key={account.id}
|
|
796
|
-
className="group h-full overflow-hidden border-border/70 py-0 transition-colors hover:border-border hover:shadow-md"
|
|
797
|
-
onDoubleClick={() => openEditSheet(account)}
|
|
798
|
-
>
|
|
799
|
-
<CardContent className="flex h-full flex-col gap-3 p-4">
|
|
800
|
-
<div className="flex items-start justify-between gap-3">
|
|
801
|
-
<div className="flex min-w-0 items-start gap-2.5">
|
|
802
|
-
<Avatar className="h-10 w-10 shrink-0 rounded-lg border border-slate-500/20">
|
|
803
|
-
<AvatarFallback className="rounded-lg bg-slate-500/8 text-sm font-semibold uppercase text-slate-700 dark:text-slate-200">
|
|
804
|
-
{getAccountInitials(account.name)}
|
|
805
|
-
</AvatarFallback>
|
|
806
|
-
</Avatar>
|
|
807
|
-
|
|
808
|
-
<div className="min-w-0 space-y-1.5">
|
|
809
|
-
<div className="flex flex-wrap gap-1.5">
|
|
810
|
-
<Badge
|
|
811
|
-
variant="outline"
|
|
812
|
-
className={cn(
|
|
813
|
-
'border px-2 py-0.5 text-[11px] font-medium',
|
|
814
|
-
getLifecycleStageColor(account.lifecycle_stage)
|
|
815
|
-
)}
|
|
816
|
-
>
|
|
817
|
-
{account.lifecycle_stage
|
|
818
|
-
? t(`stage_${account.lifecycle_stage}` as never)
|
|
819
|
-
: '-'}
|
|
820
|
-
</Badge>
|
|
821
|
-
|
|
822
|
-
<Badge
|
|
823
|
-
variant="outline"
|
|
824
|
-
className={cn(
|
|
825
|
-
'border px-2 py-0.5 text-[11px] font-medium',
|
|
826
|
-
account.status === 'active'
|
|
827
|
-
? 'border-green-500/20 bg-green-500/10 text-green-600'
|
|
828
|
-
: 'border-red-500/20 bg-red-500/10 text-red-600'
|
|
829
|
-
)}
|
|
830
|
-
>
|
|
831
|
-
{t(`status_${account.status}` as never)}
|
|
832
|
-
</Badge>
|
|
833
|
-
</div>
|
|
834
|
-
|
|
835
|
-
<div className="min-w-0">
|
|
836
|
-
<h3 className="line-clamp-2 text-sm font-semibold text-foreground">
|
|
837
|
-
{account.name}
|
|
838
|
-
</h3>
|
|
839
|
-
{account.trade_name && (
|
|
840
|
-
<p className="truncate text-xs text-muted-foreground">
|
|
841
|
-
{account.trade_name}
|
|
842
|
-
</p>
|
|
843
|
-
)}
|
|
844
|
-
{account.industry && (
|
|
845
|
-
<p className="truncate text-xs text-muted-foreground">
|
|
846
|
-
{account.industry}
|
|
847
|
-
</p>
|
|
848
|
-
)}
|
|
849
|
-
</div>
|
|
850
|
-
</div>
|
|
851
|
-
</div>
|
|
852
|
-
|
|
853
|
-
<DropdownMenu>
|
|
854
|
-
<DropdownMenuTrigger asChild>
|
|
855
|
-
<Button
|
|
856
|
-
variant="ghost"
|
|
857
|
-
size="icon"
|
|
858
|
-
className="h-8 w-8 rounded-lg"
|
|
859
|
-
>
|
|
860
|
-
<MoreHorizontal className="h-4 w-4" />
|
|
861
|
-
</Button>
|
|
862
|
-
</DropdownMenuTrigger>
|
|
863
|
-
<DropdownMenuContent align="end">
|
|
864
|
-
<DropdownMenuItem
|
|
865
|
-
onClick={() => openEditSheet(account)}
|
|
866
|
-
>
|
|
867
|
-
<Pencil className="mr-2 h-4 w-4" />
|
|
868
|
-
{t('edit')}
|
|
869
|
-
</DropdownMenuItem>
|
|
870
|
-
<DropdownMenuSeparator />
|
|
871
|
-
<DropdownMenuItem
|
|
872
|
-
className="text-red-600"
|
|
873
|
-
onClick={() => {
|
|
874
|
-
setAccountToDelete(account);
|
|
875
|
-
setDeleteDialogOpen(true);
|
|
876
|
-
}}
|
|
877
|
-
>
|
|
878
|
-
<Trash2 className="mr-2 h-4 w-4" />
|
|
879
|
-
{t('delete')}
|
|
880
|
-
</DropdownMenuItem>
|
|
881
|
-
</DropdownMenuContent>
|
|
882
|
-
</DropdownMenu>
|
|
883
|
-
</div>
|
|
884
|
-
|
|
885
|
-
<div className="grid gap-3 sm:grid-cols-2">
|
|
886
|
-
<AccountInfoTile
|
|
887
|
-
icon={<Mail className="h-3 w-3" />}
|
|
888
|
-
label={t('tileEmail')}
|
|
889
|
-
value={account.email || '-'}
|
|
890
|
-
/>
|
|
891
|
-
<AccountInfoTile
|
|
892
|
-
icon={<Phone className="h-3 w-3" />}
|
|
893
|
-
label={t('tilePhone')}
|
|
894
|
-
value={account.phone || '-'}
|
|
895
|
-
/>
|
|
896
|
-
<AccountInfoTile
|
|
897
|
-
icon={<Globe className="h-3 w-3" />}
|
|
898
|
-
label={t('tileWebsite')}
|
|
899
|
-
value={account.website || '-'}
|
|
900
|
-
/>
|
|
901
|
-
<AccountInfoTile
|
|
902
|
-
icon={<Building2 className="h-3 w-3" />}
|
|
903
|
-
label={t('tileIndustry')}
|
|
904
|
-
value={account.industry || '-'}
|
|
905
|
-
/>
|
|
906
|
-
</div>
|
|
907
|
-
|
|
908
|
-
<div className="border-t pt-2 text-xs text-muted-foreground">
|
|
909
|
-
<div className="flex items-center justify-between">
|
|
910
|
-
<span>
|
|
911
|
-
{t('owner')}:{' '}
|
|
912
|
-
{account.owner_user?.name || t('unassigned')}
|
|
913
|
-
</span>
|
|
914
|
-
</div>
|
|
915
|
-
</div>
|
|
916
|
-
</CardContent>
|
|
917
|
-
</Card>
|
|
918
|
-
))}
|
|
919
|
-
</div>
|
|
920
|
-
)}
|
|
921
|
-
|
|
922
|
-
<PaginationFooter
|
|
923
|
-
currentPage={page}
|
|
924
|
-
pageSize={pageSize}
|
|
925
|
-
totalItems={paginate.total}
|
|
926
|
-
onPageChange={setPage}
|
|
927
|
-
onPageSizeChange={(nextPageSize) => {
|
|
928
|
-
setPageSize(nextPageSize);
|
|
929
|
-
setPage(1);
|
|
930
|
-
}}
|
|
931
|
-
/>
|
|
932
|
-
</>
|
|
933
|
-
)}
|
|
934
|
-
|
|
935
|
-
<AccountFormSheet
|
|
936
|
-
open={formSheetOpen}
|
|
937
|
-
onOpenChange={setFormSheetOpen}
|
|
938
|
-
account={accountToEdit}
|
|
939
|
-
owners={owners}
|
|
940
|
-
onSubmit={handleFormSubmit}
|
|
941
|
-
isLoading={isSubmitting}
|
|
942
|
-
/>
|
|
943
|
-
|
|
944
|
-
<AlertDialog open={deleteDialogOpen} onOpenChange={setDeleteDialogOpen}>
|
|
945
|
-
<AlertDialogContent>
|
|
946
|
-
<AlertDialogHeader>
|
|
947
|
-
<AlertDialogTitle>{t('deleteTitle')}</AlertDialogTitle>
|
|
948
|
-
<AlertDialogDescription>
|
|
949
|
-
{t('deleteDescription', {
|
|
950
|
-
name: accountToDelete?.name || '',
|
|
951
|
-
})}
|
|
952
|
-
</AlertDialogDescription>
|
|
953
|
-
</AlertDialogHeader>
|
|
954
|
-
<div className="flex justify-end gap-3">
|
|
955
|
-
<AlertDialogCancel disabled={isDeleting}>
|
|
956
|
-
{t('cancel')}
|
|
957
|
-
</AlertDialogCancel>
|
|
958
|
-
<AlertDialogAction
|
|
959
|
-
onClick={handleDelete}
|
|
960
|
-
disabled={isDeleting}
|
|
961
|
-
className="bg-red-600 hover:bg-red-700"
|
|
962
|
-
>
|
|
963
|
-
{isDeleting ? t('deleting') : t('delete')}
|
|
964
|
-
</AlertDialogAction>
|
|
965
|
-
</div>
|
|
966
|
-
</AlertDialogContent>
|
|
967
|
-
</AlertDialog>
|
|
968
|
-
</Page>
|
|
969
|
-
);
|
|
970
|
-
}
|
|
1
|
+
'use client';
|
|
2
|
+
|
|
3
|
+
import {
|
|
4
|
+
EmptyState,
|
|
5
|
+
Page,
|
|
6
|
+
PageHeader,
|
|
7
|
+
PaginationFooter,
|
|
8
|
+
SearchBar,
|
|
9
|
+
type SearchBarControl,
|
|
10
|
+
} from '@/components/entity-list';
|
|
11
|
+
import {
|
|
12
|
+
AlertDialog,
|
|
13
|
+
AlertDialogAction,
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14
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AlertDialogCancel,
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15
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AlertDialogContent,
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AlertDialogDescription,
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AlertDialogHeader,
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AlertDialogTitle,
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} from '@/components/ui/alert-dialog';
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import { Avatar, AvatarFallback } from '@/components/ui/avatar';
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import { Badge } from '@/components/ui/badge';
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import { Button } from '@/components/ui/button';
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import { Card, CardContent } from '@/components/ui/card';
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuSeparator,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu';
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import { KpiCardsGrid } from '@/components/ui/kpi-cards-grid';
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import { Skeleton } from '@/components/ui/skeleton';
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import {
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Table,
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TableBody,
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TableCell,
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TableHead,
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TableHeader,
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TableRow,
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} from '@/components/ui/table';
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import { ToggleGroup, ToggleGroupItem } from '@/components/ui/toggle-group';
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import { formatDate } from '@/lib/format-date';
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import { cn } from '@/lib/utils';
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import { useApp, useQuery } from '@hed-hog/next-app-provider';
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import {
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type ColumnDef,
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type SortingState,
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flexRender,
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getCoreRowModel,
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useReactTable,
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} from '@tanstack/react-table';
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import {
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ArrowUpDown,
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Building2,
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Globe,
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LayoutGrid,
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List,
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Mail,
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MoreHorizontal,
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Pencil,
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Phone,
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Plus,
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Trash2,
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} from 'lucide-react';
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import { useTranslations } from 'next-intl';
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import { type ReactNode, useEffect, useMemo, useState } from 'react';
|
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import { toast } from 'sonner';
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import { AccountFormSheet } from './_components/account-form-sheet';
|
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import type {
|
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Account,
|
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71
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AccountFormValues,
|
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AccountStats,
|
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PaginatedResult,
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UserOption,
|
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} from './_components/account-types';
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+
|
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const ACCOUNT_VIEW_STORAGE_KEY = 'contact-account-view-mode';
|
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+
|
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79
|
+
type AccountViewMode = 'table' | 'cards';
|
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+
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|
+
type RequestError = {
|
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|
+
message?: string;
|
|
83
|
+
};
|
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84
|
+
|
|
85
|
+
function getAccountInitials(name: string) {
|
|
86
|
+
return name
|
|
87
|
+
.split(' ')
|
|
88
|
+
.filter(Boolean)
|
|
89
|
+
.slice(0, 2)
|
|
90
|
+
.map((part) => part[0]?.toUpperCase() || '')
|
|
91
|
+
.join('');
|
|
92
|
+
}
|
|
93
|
+
|
|
94
|
+
function getLifecycleStageColor(stage?: string | null) {
|
|
95
|
+
switch (stage) {
|
|
96
|
+
case 'customer':
|
|
97
|
+
return 'border-green-500/20 bg-green-500/10 text-green-600';
|
|
98
|
+
case 'prospect':
|
|
99
|
+
return 'border-blue-500/20 bg-blue-500/10 text-blue-600';
|
|
100
|
+
case 'churned':
|
|
101
|
+
return 'border-red-500/20 bg-red-500/10 text-red-600';
|
|
102
|
+
case 'inactive':
|
|
103
|
+
return 'border-gray-500/20 bg-gray-500/10 text-gray-600';
|
|
104
|
+
default:
|
|
105
|
+
return 'border-slate-500/20 bg-slate-500/10 text-slate-600';
|
|
106
|
+
}
|
|
107
|
+
}
|
|
108
|
+
|
|
109
|
+
function AccountInfoTile({
|
|
110
|
+
icon,
|
|
111
|
+
label,
|
|
112
|
+
value,
|
|
113
|
+
}: {
|
|
114
|
+
icon: ReactNode;
|
|
115
|
+
label: string;
|
|
116
|
+
value: string;
|
|
117
|
+
}) {
|
|
118
|
+
const hasValue = value.trim() !== '-' && value.trim() !== '';
|
|
119
|
+
|
|
120
|
+
return (
|
|
121
|
+
<div
|
|
122
|
+
className={cn(
|
|
123
|
+
'rounded-xl border border-border/70 bg-muted/25 p-2.5 transition-colors',
|
|
124
|
+
hasValue
|
|
125
|
+
? 'text-foreground'
|
|
126
|
+
: 'border-dashed bg-muted/40 text-muted-foreground'
|
|
127
|
+
)}
|
|
128
|
+
>
|
|
129
|
+
<div className="mb-2 flex items-center gap-2">
|
|
130
|
+
<div className="flex h-7 w-7 shrink-0 items-center justify-center rounded-lg border bg-background text-muted-foreground">
|
|
131
|
+
{icon}
|
|
132
|
+
</div>
|
|
133
|
+
<span className="truncate text-[10px] font-semibold tracking-[0.14em] text-muted-foreground uppercase">
|
|
134
|
+
{label}
|
|
135
|
+
</span>
|
|
136
|
+
</div>
|
|
137
|
+
|
|
138
|
+
<div
|
|
139
|
+
className={cn(
|
|
140
|
+
'line-clamp-2 text-sm font-medium',
|
|
141
|
+
hasValue ? 'text-foreground' : 'text-muted-foreground'
|
|
142
|
+
)}
|
|
143
|
+
>
|
|
144
|
+
{hasValue ? value : '-'}
|
|
145
|
+
</div>
|
|
146
|
+
</div>
|
|
147
|
+
);
|
|
148
|
+
}
|
|
149
|
+
|
|
150
|
+
export default function AccountsPage() {
|
|
151
|
+
const t = useTranslations('contact.AccountsPage');
|
|
152
|
+
const crmT = useTranslations('contact.CrmMenu');
|
|
153
|
+
const { request, currentLocaleCode, getSettingValue } = useApp();
|
|
154
|
+
|
|
155
|
+
const [sorting, setSorting] = useState<SortingState>([]);
|
|
156
|
+
const [page, setPage] = useState(1);
|
|
157
|
+
const [pageSize, setPageSize] = useState(12);
|
|
158
|
+
const [searchInput, setSearchInput] = useState('');
|
|
159
|
+
const [debouncedSearch, setDebouncedSearch] = useState('');
|
|
160
|
+
const [statusFilter, setStatusFilter] = useState('all');
|
|
161
|
+
const [lifecycleFilter, setLifecycleFilter] = useState('all');
|
|
162
|
+
const [formSheetOpen, setFormSheetOpen] = useState(false);
|
|
163
|
+
const [accountToEdit, setAccountToEdit] = useState<Account | null>(null);
|
|
164
|
+
const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
|
|
165
|
+
const [accountToDelete, setAccountToDelete] = useState<Account | null>(null);
|
|
166
|
+
const [isDeleting, setIsDeleting] = useState(false);
|
|
167
|
+
const [isSubmitting, setIsSubmitting] = useState(false);
|
|
168
|
+
const [viewMode, setViewMode] = useState<AccountViewMode>('table');
|
|
169
|
+
|
|
170
|
+
useEffect(() => {
|
|
171
|
+
const timeout = setTimeout(() => {
|
|
172
|
+
setDebouncedSearch(searchInput.trim());
|
|
173
|
+
}, 300);
|
|
174
|
+
|
|
175
|
+
return () => clearTimeout(timeout);
|
|
176
|
+
}, [searchInput]);
|
|
177
|
+
|
|
178
|
+
useEffect(() => {
|
|
179
|
+
try {
|
|
180
|
+
const savedViewMode = window.localStorage.getItem(
|
|
181
|
+
ACCOUNT_VIEW_STORAGE_KEY
|
|
182
|
+
);
|
|
183
|
+
if (savedViewMode === 'table' || savedViewMode === 'cards') {
|
|
184
|
+
setViewMode(savedViewMode);
|
|
185
|
+
}
|
|
186
|
+
} catch {
|
|
187
|
+
// Ignore storage read failures.
|
|
188
|
+
}
|
|
189
|
+
}, []);
|
|
190
|
+
|
|
191
|
+
const currentSort = sorting[0];
|
|
192
|
+
const sortField = currentSort?.id === 'created_at' ? 'created_at' : 'name';
|
|
193
|
+
const sortOrder = currentSort?.desc ? 'desc' : 'asc';
|
|
194
|
+
|
|
195
|
+
const {
|
|
196
|
+
data: stats = {
|
|
197
|
+
total: 0,
|
|
198
|
+
active: 0,
|
|
199
|
+
customers: 0,
|
|
200
|
+
prospects: 0,
|
|
201
|
+
},
|
|
202
|
+
refetch: refetchStats,
|
|
203
|
+
} = useQuery<AccountStats>({
|
|
204
|
+
queryKey: ['contact-accounts-stats', currentLocaleCode],
|
|
205
|
+
queryFn: async () => {
|
|
206
|
+
const response = await request<AccountStats>({
|
|
207
|
+
url: '/person/accounts/stats',
|
|
208
|
+
method: 'GET',
|
|
209
|
+
});
|
|
210
|
+
|
|
211
|
+
return response.data;
|
|
212
|
+
},
|
|
213
|
+
placeholderData: (previous) =>
|
|
214
|
+
previous ?? {
|
|
215
|
+
total: 0,
|
|
216
|
+
active: 0,
|
|
217
|
+
customers: 0,
|
|
218
|
+
prospects: 0,
|
|
219
|
+
},
|
|
220
|
+
});
|
|
221
|
+
|
|
222
|
+
const { data: owners = [] } = useQuery<UserOption[]>({
|
|
223
|
+
queryKey: ['contact-account-owner-options', currentLocaleCode],
|
|
224
|
+
queryFn: async () => {
|
|
225
|
+
const response = await request<UserOption[] | { data?: UserOption[] }>({
|
|
226
|
+
url: '/person/owner-options',
|
|
227
|
+
method: 'GET',
|
|
228
|
+
});
|
|
229
|
+
|
|
230
|
+
return Array.isArray(response.data)
|
|
231
|
+
? response.data
|
|
232
|
+
: response.data?.data || [];
|
|
233
|
+
},
|
|
234
|
+
placeholderData: (previous) => previous ?? [],
|
|
235
|
+
});
|
|
236
|
+
|
|
237
|
+
const {
|
|
238
|
+
data: paginate = {
|
|
239
|
+
data: [],
|
|
240
|
+
total: 0,
|
|
241
|
+
page: 1,
|
|
242
|
+
pageSize: 12,
|
|
243
|
+
lastPage: 1,
|
|
244
|
+
prev: null,
|
|
245
|
+
next: null,
|
|
246
|
+
},
|
|
247
|
+
isLoading,
|
|
248
|
+
refetch: refetchAccounts,
|
|
249
|
+
} = useQuery<PaginatedResult<Account>>({
|
|
250
|
+
queryKey: [
|
|
251
|
+
'contact-accounts',
|
|
252
|
+
page,
|
|
253
|
+
pageSize,
|
|
254
|
+
debouncedSearch,
|
|
255
|
+
statusFilter,
|
|
256
|
+
lifecycleFilter,
|
|
257
|
+
sortField,
|
|
258
|
+
sortOrder,
|
|
259
|
+
currentLocaleCode,
|
|
260
|
+
],
|
|
261
|
+
queryFn: async () => {
|
|
262
|
+
const params = new URLSearchParams();
|
|
263
|
+
params.set('page', String(page));
|
|
264
|
+
params.set('pageSize', String(pageSize));
|
|
265
|
+
params.set('sortField', sortField);
|
|
266
|
+
params.set('sortOrder', sortOrder);
|
|
267
|
+
if (debouncedSearch) {
|
|
268
|
+
params.set('search', debouncedSearch);
|
|
269
|
+
}
|
|
270
|
+
if (statusFilter !== 'all') {
|
|
271
|
+
params.set('status', statusFilter);
|
|
272
|
+
}
|
|
273
|
+
if (lifecycleFilter !== 'all') {
|
|
274
|
+
params.set('lifecycle_stage', lifecycleFilter);
|
|
275
|
+
}
|
|
276
|
+
|
|
277
|
+
const response = await request<PaginatedResult<Account>>({
|
|
278
|
+
url: `/person/accounts?${params.toString()}`,
|
|
279
|
+
method: 'GET',
|
|
280
|
+
});
|
|
281
|
+
|
|
282
|
+
return response.data;
|
|
283
|
+
},
|
|
284
|
+
placeholderData: (previous) =>
|
|
285
|
+
previous ?? {
|
|
286
|
+
data: [],
|
|
287
|
+
total: 0,
|
|
288
|
+
page: 1,
|
|
289
|
+
pageSize: 12,
|
|
290
|
+
lastPage: 1,
|
|
291
|
+
prev: null,
|
|
292
|
+
next: null,
|
|
293
|
+
},
|
|
294
|
+
});
|
|
295
|
+
|
|
296
|
+
const totalPages = Math.max(
|
|
297
|
+
1,
|
|
298
|
+
paginate.lastPage ?? (Math.ceil((paginate.total || 0) / pageSize) || 1)
|
|
299
|
+
);
|
|
300
|
+
|
|
301
|
+
useEffect(() => {
|
|
302
|
+
if (page > totalPages) {
|
|
303
|
+
setPage(totalPages);
|
|
304
|
+
}
|
|
305
|
+
}, [page, totalPages]);
|
|
306
|
+
|
|
307
|
+
const openCreateSheet = () => {
|
|
308
|
+
setAccountToEdit(null);
|
|
309
|
+
setFormSheetOpen(true);
|
|
310
|
+
};
|
|
311
|
+
|
|
312
|
+
const openEditSheet = (account: Account) => {
|
|
313
|
+
setAccountToEdit(account);
|
|
314
|
+
setFormSheetOpen(true);
|
|
315
|
+
};
|
|
316
|
+
|
|
317
|
+
const handleFormSubmit = async (data: AccountFormValues) => {
|
|
318
|
+
try {
|
|
319
|
+
setIsSubmitting(true);
|
|
320
|
+
|
|
321
|
+
if (accountToEdit) {
|
|
322
|
+
await request({
|
|
323
|
+
url: `/person/accounts/${accountToEdit.id}`,
|
|
324
|
+
method: 'PATCH',
|
|
325
|
+
data,
|
|
326
|
+
});
|
|
327
|
+
toast.success(t('editSuccess'));
|
|
328
|
+
} else {
|
|
329
|
+
await request({
|
|
330
|
+
url: '/person/accounts',
|
|
331
|
+
method: 'POST',
|
|
332
|
+
data,
|
|
333
|
+
});
|
|
334
|
+
toast.success(t('createSuccess'));
|
|
335
|
+
}
|
|
336
|
+
|
|
337
|
+
setFormSheetOpen(false);
|
|
338
|
+
setAccountToEdit(null);
|
|
339
|
+
await Promise.all([refetchAccounts(), refetchStats()]);
|
|
340
|
+
} catch (error: unknown) {
|
|
341
|
+
const message =
|
|
342
|
+
typeof error === 'object' && error && 'message' in error
|
|
343
|
+
? (error as RequestError).message
|
|
344
|
+
: null;
|
|
345
|
+
toast.error(message || t('saveError'));
|
|
346
|
+
throw error;
|
|
347
|
+
} finally {
|
|
348
|
+
setIsSubmitting(false);
|
|
349
|
+
}
|
|
350
|
+
};
|
|
351
|
+
|
|
352
|
+
const handleDelete = async () => {
|
|
353
|
+
if (!accountToDelete) return;
|
|
354
|
+
|
|
355
|
+
try {
|
|
356
|
+
setIsDeleting(true);
|
|
357
|
+
await request({
|
|
358
|
+
url: '/person/accounts',
|
|
359
|
+
method: 'DELETE',
|
|
360
|
+
data: {
|
|
361
|
+
ids: [accountToDelete.id],
|
|
362
|
+
},
|
|
363
|
+
});
|
|
364
|
+
|
|
365
|
+
toast.success(t('deleteSuccess'));
|
|
366
|
+
setDeleteDialogOpen(false);
|
|
367
|
+
setAccountToDelete(null);
|
|
368
|
+
await Promise.all([refetchAccounts(), refetchStats()]);
|
|
369
|
+
} catch (error: unknown) {
|
|
370
|
+
const message =
|
|
371
|
+
typeof error === 'object' && error && 'message' in error
|
|
372
|
+
? (error as RequestError).message
|
|
373
|
+
: null;
|
|
374
|
+
toast.error(message || t('deleteError'));
|
|
375
|
+
} finally {
|
|
376
|
+
setIsDeleting(false);
|
|
377
|
+
}
|
|
378
|
+
};
|
|
379
|
+
|
|
380
|
+
const handleViewModeChange = (value: string) => {
|
|
381
|
+
if (value !== 'table' && value !== 'cards') {
|
|
382
|
+
return;
|
|
383
|
+
}
|
|
384
|
+
|
|
385
|
+
setViewMode(value);
|
|
386
|
+
try {
|
|
387
|
+
window.localStorage.setItem(ACCOUNT_VIEW_STORAGE_KEY, value);
|
|
388
|
+
} catch {
|
|
389
|
+
// Ignore storage write failures.
|
|
390
|
+
}
|
|
391
|
+
};
|
|
392
|
+
|
|
393
|
+
const columns = useMemo<ColumnDef<Account>[]>(
|
|
394
|
+
() => [
|
|
395
|
+
{
|
|
396
|
+
accessorKey: 'name',
|
|
397
|
+
header: ({ column }) => (
|
|
398
|
+
<Button
|
|
399
|
+
variant="ghost"
|
|
400
|
+
onClick={() => {
|
|
401
|
+
column.toggleSorting(column.getIsSorted() === 'asc');
|
|
402
|
+
setPage(1);
|
|
403
|
+
}}
|
|
404
|
+
className="-ml-4"
|
|
405
|
+
>
|
|
406
|
+
{t('columnName')}
|
|
407
|
+
<ArrowUpDown className="ml-2 h-4 w-4" />
|
|
408
|
+
</Button>
|
|
409
|
+
),
|
|
410
|
+
cell: ({ row }) => {
|
|
411
|
+
const account = row.original;
|
|
412
|
+
return (
|
|
413
|
+
<div className="flex items-center gap-3">
|
|
414
|
+
<Avatar className="h-9 w-9 rounded-lg">
|
|
415
|
+
<AvatarFallback className="rounded-lg bg-slate-100 text-xs font-semibold uppercase text-slate-700">
|
|
416
|
+
{getAccountInitials(account.name)}
|
|
417
|
+
</AvatarFallback>
|
|
418
|
+
</Avatar>
|
|
419
|
+
<div className="min-w-0">
|
|
420
|
+
<div className="truncate font-medium">{account.name}</div>
|
|
421
|
+
{account.trade_name && (
|
|
422
|
+
<div className="truncate text-xs text-muted-foreground">
|
|
423
|
+
{account.trade_name}
|
|
424
|
+
</div>
|
|
425
|
+
)}
|
|
426
|
+
</div>
|
|
427
|
+
</div>
|
|
428
|
+
);
|
|
429
|
+
},
|
|
430
|
+
},
|
|
431
|
+
{
|
|
432
|
+
accessorKey: 'industry',
|
|
433
|
+
header: t('columnIndustry'),
|
|
434
|
+
cell: ({ row }) => (
|
|
435
|
+
<span className="text-sm text-muted-foreground">
|
|
436
|
+
{(row.getValue('industry') as string | null) || '-'}
|
|
437
|
+
</span>
|
|
438
|
+
),
|
|
439
|
+
},
|
|
440
|
+
{
|
|
441
|
+
accessorKey: 'lifecycle_stage',
|
|
442
|
+
header: t('columnStage'),
|
|
443
|
+
cell: ({ row }) => {
|
|
444
|
+
const stage = row.getValue('lifecycle_stage') as string | null;
|
|
445
|
+
return (
|
|
446
|
+
<Badge
|
|
447
|
+
variant="outline"
|
|
448
|
+
className={cn(
|
|
449
|
+
'border px-2.5 py-1 text-xs font-medium',
|
|
450
|
+
getLifecycleStageColor(stage)
|
|
451
|
+
)}
|
|
452
|
+
>
|
|
453
|
+
{stage ? t(`stage_${stage}` as never) : '-'}
|
|
454
|
+
</Badge>
|
|
455
|
+
);
|
|
456
|
+
},
|
|
457
|
+
},
|
|
458
|
+
{
|
|
459
|
+
accessorKey: 'status',
|
|
460
|
+
header: t('columnStatus'),
|
|
461
|
+
cell: ({ row }) => {
|
|
462
|
+
const status = row.getValue('status') as Account['status'];
|
|
463
|
+
return (
|
|
464
|
+
<Badge
|
|
465
|
+
variant="outline"
|
|
466
|
+
className={cn(
|
|
467
|
+
'border px-2.5 py-1 text-xs font-medium',
|
|
468
|
+
status === 'active'
|
|
469
|
+
? 'border-green-500/20 bg-green-500/10 text-green-600'
|
|
470
|
+
: 'border-red-500/20 bg-red-500/10 text-red-600'
|
|
471
|
+
)}
|
|
472
|
+
>
|
|
473
|
+
{t(`status_${status}` as never)}
|
|
474
|
+
</Badge>
|
|
475
|
+
);
|
|
476
|
+
},
|
|
477
|
+
},
|
|
478
|
+
{
|
|
479
|
+
accessorKey: 'owner_user',
|
|
480
|
+
header: t('columnOwner'),
|
|
481
|
+
cell: ({ row }) => {
|
|
482
|
+
const account = row.original;
|
|
483
|
+
return (
|
|
484
|
+
<span className="text-sm">
|
|
485
|
+
{account.owner_user?.name || t('unassigned')}
|
|
486
|
+
</span>
|
|
487
|
+
);
|
|
488
|
+
},
|
|
489
|
+
},
|
|
490
|
+
{
|
|
491
|
+
accessorKey: 'city',
|
|
492
|
+
header: t('columnCity'),
|
|
493
|
+
cell: ({ row }) => (
|
|
494
|
+
<span className="text-sm text-muted-foreground">
|
|
495
|
+
{(row.getValue('city') as string | null) || '-'}
|
|
496
|
+
</span>
|
|
497
|
+
),
|
|
498
|
+
},
|
|
499
|
+
{
|
|
500
|
+
accessorKey: 'created_at',
|
|
501
|
+
header: ({ column }) => (
|
|
502
|
+
<Button
|
|
503
|
+
variant="ghost"
|
|
504
|
+
onClick={() => {
|
|
505
|
+
column.toggleSorting(column.getIsSorted() === 'asc');
|
|
506
|
+
setPage(1);
|
|
507
|
+
}}
|
|
508
|
+
className="-ml-4"
|
|
509
|
+
>
|
|
510
|
+
{t('columnCreatedAt')}
|
|
511
|
+
<ArrowUpDown className="ml-2 h-4 w-4" />
|
|
512
|
+
</Button>
|
|
513
|
+
),
|
|
514
|
+
cell: ({ row }) => (
|
|
515
|
+
<span className="text-sm text-muted-foreground">
|
|
516
|
+
{formatDate(
|
|
517
|
+
row.getValue('created_at') as string,
|
|
518
|
+
getSettingValue,
|
|
519
|
+
currentLocaleCode
|
|
520
|
+
)}
|
|
521
|
+
</span>
|
|
522
|
+
),
|
|
523
|
+
},
|
|
524
|
+
{
|
|
525
|
+
id: 'actions',
|
|
526
|
+
cell: ({ row }) => {
|
|
527
|
+
const account = row.original;
|
|
528
|
+
return (
|
|
529
|
+
<DropdownMenu>
|
|
530
|
+
<DropdownMenuTrigger asChild>
|
|
531
|
+
<Button variant="ghost" size="icon" className="h-8 w-8">
|
|
532
|
+
<MoreHorizontal className="h-4 w-4" />
|
|
533
|
+
</Button>
|
|
534
|
+
</DropdownMenuTrigger>
|
|
535
|
+
<DropdownMenuContent align="end">
|
|
536
|
+
<DropdownMenuItem onClick={() => openEditSheet(account)}>
|
|
537
|
+
<Pencil className="mr-2 h-4 w-4" />
|
|
538
|
+
{t('edit')}
|
|
539
|
+
</DropdownMenuItem>
|
|
540
|
+
<DropdownMenuSeparator />
|
|
541
|
+
<DropdownMenuItem
|
|
542
|
+
className="text-red-600"
|
|
543
|
+
onClick={() => {
|
|
544
|
+
setAccountToDelete(account);
|
|
545
|
+
setDeleteDialogOpen(true);
|
|
546
|
+
}}
|
|
547
|
+
>
|
|
548
|
+
<Trash2 className="mr-2 h-4 w-4" />
|
|
549
|
+
{t('delete')}
|
|
550
|
+
</DropdownMenuItem>
|
|
551
|
+
</DropdownMenuContent>
|
|
552
|
+
</DropdownMenu>
|
|
553
|
+
);
|
|
554
|
+
},
|
|
555
|
+
},
|
|
556
|
+
],
|
|
557
|
+
[currentLocaleCode, getSettingValue, t]
|
|
558
|
+
);
|
|
559
|
+
|
|
560
|
+
const table = useReactTable({
|
|
561
|
+
data: paginate.data,
|
|
562
|
+
columns,
|
|
563
|
+
state: { sorting },
|
|
564
|
+
manualSorting: true,
|
|
565
|
+
onSortingChange: setSorting,
|
|
566
|
+
getCoreRowModel: getCoreRowModel(),
|
|
567
|
+
});
|
|
568
|
+
|
|
569
|
+
const accountsRows = table.getRowModel().rows;
|
|
570
|
+
|
|
571
|
+
const statsCards = [
|
|
572
|
+
{
|
|
573
|
+
key: 'total',
|
|
574
|
+
title: t('statsTotal'),
|
|
575
|
+
value: stats.total,
|
|
576
|
+
icon: Building2,
|
|
577
|
+
accentClassName: 'from-slate-500/20 via-slate-400/10 to-transparent',
|
|
578
|
+
iconContainerClassName: 'bg-slate-100 text-slate-700',
|
|
579
|
+
},
|
|
580
|
+
{
|
|
581
|
+
key: 'active',
|
|
582
|
+
title: t('statsActive'),
|
|
583
|
+
value: stats.active,
|
|
584
|
+
icon: Building2,
|
|
585
|
+
accentClassName: 'from-green-500/20 via-emerald-500/10 to-transparent',
|
|
586
|
+
iconContainerClassName: 'bg-green-50 text-green-600',
|
|
587
|
+
},
|
|
588
|
+
{
|
|
589
|
+
key: 'customers',
|
|
590
|
+
title: t('statsCustomers'),
|
|
591
|
+
value: stats.customers,
|
|
592
|
+
icon: Building2,
|
|
593
|
+
accentClassName: 'from-blue-500/20 via-cyan-500/10 to-transparent',
|
|
594
|
+
iconContainerClassName: 'bg-blue-50 text-blue-600',
|
|
595
|
+
},
|
|
596
|
+
{
|
|
597
|
+
key: 'prospects',
|
|
598
|
+
title: t('statsProspects'),
|
|
599
|
+
value: stats.prospects,
|
|
600
|
+
icon: Building2,
|
|
601
|
+
accentClassName: 'from-amber-500/20 via-orange-500/10 to-transparent',
|
|
602
|
+
iconContainerClassName: 'bg-amber-50 text-amber-600',
|
|
603
|
+
},
|
|
604
|
+
];
|
|
605
|
+
|
|
606
|
+
const searchControls: SearchBarControl[] = [
|
|
607
|
+
{
|
|
608
|
+
id: 'lifecycle-filter',
|
|
609
|
+
type: 'select',
|
|
610
|
+
value: lifecycleFilter,
|
|
611
|
+
onChange: (value: string) => {
|
|
612
|
+
setLifecycleFilter(value);
|
|
613
|
+
setPage(1);
|
|
614
|
+
},
|
|
615
|
+
placeholder: t('filterByStage'),
|
|
616
|
+
options: [
|
|
617
|
+
{ value: 'all', label: t('allStages') },
|
|
618
|
+
{ value: 'prospect', label: t('stage_prospect') },
|
|
619
|
+
{ value: 'customer', label: t('stage_customer') },
|
|
620
|
+
{ value: 'churned', label: t('stage_churned') },
|
|
621
|
+
{ value: 'inactive', label: t('stage_inactive') },
|
|
622
|
+
],
|
|
623
|
+
},
|
|
624
|
+
{
|
|
625
|
+
id: 'status-filter',
|
|
626
|
+
type: 'select',
|
|
627
|
+
value: statusFilter,
|
|
628
|
+
onChange: (value: string) => {
|
|
629
|
+
setStatusFilter(value);
|
|
630
|
+
setPage(1);
|
|
631
|
+
},
|
|
632
|
+
placeholder: t('filterByStatus'),
|
|
633
|
+
options: [
|
|
634
|
+
{ value: 'all', label: t('allStatuses') },
|
|
635
|
+
{ value: 'active', label: t('status_active') },
|
|
636
|
+
{ value: 'inactive', label: t('status_inactive') },
|
|
637
|
+
],
|
|
638
|
+
},
|
|
639
|
+
];
|
|
640
|
+
|
|
641
|
+
return (
|
|
642
|
+
<Page>
|
|
643
|
+
<PageHeader
|
|
644
|
+
breadcrumbs={[
|
|
645
|
+
{ label: 'Home', href: '/' },
|
|
646
|
+
{ label: crmT('breadcrumbs.crm'), href: '/contact/dashboard' },
|
|
647
|
+
{ label: t('title') },
|
|
648
|
+
]}
|
|
649
|
+
title={t('title')}
|
|
650
|
+
description={t('description')}
|
|
651
|
+
actions={[
|
|
652
|
+
{
|
|
653
|
+
label: t('newAccount'),
|
|
654
|
+
onClick: openCreateSheet,
|
|
655
|
+
icon: <Plus className="h-4 w-4" />,
|
|
656
|
+
},
|
|
657
|
+
]}
|
|
658
|
+
/>
|
|
659
|
+
|
|
660
|
+
<KpiCardsGrid items={statsCards} />
|
|
661
|
+
|
|
662
|
+
<div className="flex flex-col gap-4 xl:flex-row xl:items-center">
|
|
663
|
+
<div className="flex-1">
|
|
664
|
+
<SearchBar
|
|
665
|
+
searchQuery={searchInput}
|
|
666
|
+
onSearchChange={(value) => {
|
|
667
|
+
setSearchInput(value);
|
|
668
|
+
setPage(1);
|
|
669
|
+
}}
|
|
670
|
+
onSearch={() => setPage(1)}
|
|
671
|
+
placeholder={t('searchPlaceholder')}
|
|
672
|
+
controls={searchControls}
|
|
673
|
+
/>
|
|
674
|
+
</div>
|
|
675
|
+
|
|
676
|
+
<div className="flex flex-col gap-2 sm:flex-row sm:flex-wrap xl:justify-end">
|
|
677
|
+
<div className="flex items-center justify-between gap-3 sm:justify-start">
|
|
678
|
+
<span className="text-xs font-medium text-muted-foreground">
|
|
679
|
+
{t('viewMode')}
|
|
680
|
+
</span>
|
|
681
|
+
<ToggleGroup
|
|
682
|
+
type="single"
|
|
683
|
+
value={viewMode}
|
|
684
|
+
onValueChange={handleViewModeChange}
|
|
685
|
+
variant="outline"
|
|
686
|
+
size="sm"
|
|
687
|
+
aria-label={t('viewMode')}
|
|
688
|
+
>
|
|
689
|
+
<ToggleGroupItem
|
|
690
|
+
value="table"
|
|
691
|
+
className="gap-1.5 px-2.5"
|
|
692
|
+
aria-label={t('viewModeTable')}
|
|
693
|
+
>
|
|
694
|
+
<List className="h-4 w-4" />
|
|
695
|
+
<span className="hidden sm:inline">{t('viewModeTable')}</span>
|
|
696
|
+
</ToggleGroupItem>
|
|
697
|
+
<ToggleGroupItem
|
|
698
|
+
value="cards"
|
|
699
|
+
className="gap-1.5 px-2.5"
|
|
700
|
+
aria-label={t('viewModeCards')}
|
|
701
|
+
>
|
|
702
|
+
<LayoutGrid className="h-4 w-4" />
|
|
703
|
+
<span className="hidden sm:inline">{t('viewModeCards')}</span>
|
|
704
|
+
</ToggleGroupItem>
|
|
705
|
+
</ToggleGroup>
|
|
706
|
+
</div>
|
|
707
|
+
</div>
|
|
708
|
+
</div>
|
|
709
|
+
|
|
710
|
+
{isLoading ? (
|
|
711
|
+
viewMode === 'cards' ? (
|
|
712
|
+
<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-3 2xl:grid-cols-4">
|
|
713
|
+
{Array.from({ length: 6 }).map((_, index) => (
|
|
714
|
+
<Card key={index} className="overflow-hidden py-0">
|
|
715
|
+
<CardContent className="space-y-3 p-4">
|
|
716
|
+
<div className="flex items-center gap-2.5">
|
|
717
|
+
<Skeleton className="h-10 w-10 rounded-xl" />
|
|
718
|
+
<div className="flex-1 space-y-2">
|
|
719
|
+
<Skeleton className="h-3 w-20" />
|
|
720
|
+
<Skeleton className="h-4 w-2/3" />
|
|
721
|
+
<Skeleton className="h-3 w-1/2" />
|
|
722
|
+
</div>
|
|
723
|
+
</div>
|
|
724
|
+
<div className="grid gap-3 sm:grid-cols-2">
|
|
725
|
+
{Array.from({ length: 4 }).map((__, detailIndex) => (
|
|
726
|
+
<Skeleton key={detailIndex} className="h-20 rounded-xl" />
|
|
727
|
+
))}
|
|
728
|
+
</div>
|
|
729
|
+
<Skeleton className="h-10 rounded-xl" />
|
|
730
|
+
</CardContent>
|
|
731
|
+
</Card>
|
|
732
|
+
))}
|
|
733
|
+
</div>
|
|
734
|
+
) : (
|
|
735
|
+
<div className="space-y-3 p-4">
|
|
736
|
+
{Array.from({ length: 5 }).map((_, index) => (
|
|
737
|
+
<Skeleton key={index} className="h-14 w-full" />
|
|
738
|
+
))}
|
|
739
|
+
</div>
|
|
740
|
+
)
|
|
741
|
+
) : paginate.data.length === 0 ? (
|
|
742
|
+
<EmptyState
|
|
743
|
+
icon={<Building2 className="h-12 w-12" />}
|
|
744
|
+
title={t('emptyStateTitle')}
|
|
745
|
+
description={t('emptyStateDescription')}
|
|
746
|
+
actionLabel={t('newAccount')}
|
|
747
|
+
actionIcon={<Plus className="mr-2 h-4 w-4" />}
|
|
748
|
+
onAction={openCreateSheet}
|
|
749
|
+
/>
|
|
750
|
+
) : (
|
|
751
|
+
<>
|
|
752
|
+
{viewMode === 'table' ? (
|
|
753
|
+
<div className="overflow-x-auto">
|
|
754
|
+
<Table>
|
|
755
|
+
<TableHeader>
|
|
756
|
+
{table.getHeaderGroups().map((headerGroup) => (
|
|
757
|
+
<TableRow key={headerGroup.id}>
|
|
758
|
+
{headerGroup.headers.map((header) => (
|
|
759
|
+
<TableHead key={header.id}>
|
|
760
|
+
{header.isPlaceholder
|
|
761
|
+
? null
|
|
762
|
+
: flexRender(
|
|
763
|
+
header.column.columnDef.header,
|
|
764
|
+
header.getContext()
|
|
765
|
+
)}
|
|
766
|
+
</TableHead>
|
|
767
|
+
))}
|
|
768
|
+
</TableRow>
|
|
769
|
+
))}
|
|
770
|
+
</TableHeader>
|
|
771
|
+
<TableBody>
|
|
772
|
+
{accountsRows.map((row) => (
|
|
773
|
+
<TableRow
|
|
774
|
+
key={row.id}
|
|
775
|
+
className="cursor-pointer"
|
|
776
|
+
onDoubleClick={() => openEditSheet(row.original)}
|
|
777
|
+
>
|
|
778
|
+
{row.getVisibleCells().map((cell) => (
|
|
779
|
+
<TableCell key={cell.id}>
|
|
780
|
+
{flexRender(
|
|
781
|
+
cell.column.columnDef.cell,
|
|
782
|
+
cell.getContext()
|
|
783
|
+
)}
|
|
784
|
+
</TableCell>
|
|
785
|
+
))}
|
|
786
|
+
</TableRow>
|
|
787
|
+
))}
|
|
788
|
+
</TableBody>
|
|
789
|
+
</Table>
|
|
790
|
+
</div>
|
|
791
|
+
) : (
|
|
792
|
+
<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-3 2xl:grid-cols-4">
|
|
793
|
+
{paginate.data.map((account) => (
|
|
794
|
+
<Card
|
|
795
|
+
key={account.id}
|
|
796
|
+
className="group h-full overflow-hidden border-border/70 py-0 transition-colors hover:border-border hover:shadow-md"
|
|
797
|
+
onDoubleClick={() => openEditSheet(account)}
|
|
798
|
+
>
|
|
799
|
+
<CardContent className="flex h-full flex-col gap-3 p-4">
|
|
800
|
+
<div className="flex items-start justify-between gap-3">
|
|
801
|
+
<div className="flex min-w-0 items-start gap-2.5">
|
|
802
|
+
<Avatar className="h-10 w-10 shrink-0 rounded-lg border border-slate-500/20">
|
|
803
|
+
<AvatarFallback className="rounded-lg bg-slate-500/8 text-sm font-semibold uppercase text-slate-700 dark:text-slate-200">
|
|
804
|
+
{getAccountInitials(account.name)}
|
|
805
|
+
</AvatarFallback>
|
|
806
|
+
</Avatar>
|
|
807
|
+
|
|
808
|
+
<div className="min-w-0 space-y-1.5">
|
|
809
|
+
<div className="flex flex-wrap gap-1.5">
|
|
810
|
+
<Badge
|
|
811
|
+
variant="outline"
|
|
812
|
+
className={cn(
|
|
813
|
+
'border px-2 py-0.5 text-[11px] font-medium',
|
|
814
|
+
getLifecycleStageColor(account.lifecycle_stage)
|
|
815
|
+
)}
|
|
816
|
+
>
|
|
817
|
+
{account.lifecycle_stage
|
|
818
|
+
? t(`stage_${account.lifecycle_stage}` as never)
|
|
819
|
+
: '-'}
|
|
820
|
+
</Badge>
|
|
821
|
+
|
|
822
|
+
<Badge
|
|
823
|
+
variant="outline"
|
|
824
|
+
className={cn(
|
|
825
|
+
'border px-2 py-0.5 text-[11px] font-medium',
|
|
826
|
+
account.status === 'active'
|
|
827
|
+
? 'border-green-500/20 bg-green-500/10 text-green-600'
|
|
828
|
+
: 'border-red-500/20 bg-red-500/10 text-red-600'
|
|
829
|
+
)}
|
|
830
|
+
>
|
|
831
|
+
{t(`status_${account.status}` as never)}
|
|
832
|
+
</Badge>
|
|
833
|
+
</div>
|
|
834
|
+
|
|
835
|
+
<div className="min-w-0">
|
|
836
|
+
<h3 className="line-clamp-2 text-sm font-semibold text-foreground">
|
|
837
|
+
{account.name}
|
|
838
|
+
</h3>
|
|
839
|
+
{account.trade_name && (
|
|
840
|
+
<p className="truncate text-xs text-muted-foreground">
|
|
841
|
+
{account.trade_name}
|
|
842
|
+
</p>
|
|
843
|
+
)}
|
|
844
|
+
{account.industry && (
|
|
845
|
+
<p className="truncate text-xs text-muted-foreground">
|
|
846
|
+
{account.industry}
|
|
847
|
+
</p>
|
|
848
|
+
)}
|
|
849
|
+
</div>
|
|
850
|
+
</div>
|
|
851
|
+
</div>
|
|
852
|
+
|
|
853
|
+
<DropdownMenu>
|
|
854
|
+
<DropdownMenuTrigger asChild>
|
|
855
|
+
<Button
|
|
856
|
+
variant="ghost"
|
|
857
|
+
size="icon"
|
|
858
|
+
className="h-8 w-8 rounded-lg"
|
|
859
|
+
>
|
|
860
|
+
<MoreHorizontal className="h-4 w-4" />
|
|
861
|
+
</Button>
|
|
862
|
+
</DropdownMenuTrigger>
|
|
863
|
+
<DropdownMenuContent align="end">
|
|
864
|
+
<DropdownMenuItem
|
|
865
|
+
onClick={() => openEditSheet(account)}
|
|
866
|
+
>
|
|
867
|
+
<Pencil className="mr-2 h-4 w-4" />
|
|
868
|
+
{t('edit')}
|
|
869
|
+
</DropdownMenuItem>
|
|
870
|
+
<DropdownMenuSeparator />
|
|
871
|
+
<DropdownMenuItem
|
|
872
|
+
className="text-red-600"
|
|
873
|
+
onClick={() => {
|
|
874
|
+
setAccountToDelete(account);
|
|
875
|
+
setDeleteDialogOpen(true);
|
|
876
|
+
}}
|
|
877
|
+
>
|
|
878
|
+
<Trash2 className="mr-2 h-4 w-4" />
|
|
879
|
+
{t('delete')}
|
|
880
|
+
</DropdownMenuItem>
|
|
881
|
+
</DropdownMenuContent>
|
|
882
|
+
</DropdownMenu>
|
|
883
|
+
</div>
|
|
884
|
+
|
|
885
|
+
<div className="grid gap-3 sm:grid-cols-2">
|
|
886
|
+
<AccountInfoTile
|
|
887
|
+
icon={<Mail className="h-3 w-3" />}
|
|
888
|
+
label={t('tileEmail')}
|
|
889
|
+
value={account.email || '-'}
|
|
890
|
+
/>
|
|
891
|
+
<AccountInfoTile
|
|
892
|
+
icon={<Phone className="h-3 w-3" />}
|
|
893
|
+
label={t('tilePhone')}
|
|
894
|
+
value={account.phone || '-'}
|
|
895
|
+
/>
|
|
896
|
+
<AccountInfoTile
|
|
897
|
+
icon={<Globe className="h-3 w-3" />}
|
|
898
|
+
label={t('tileWebsite')}
|
|
899
|
+
value={account.website || '-'}
|
|
900
|
+
/>
|
|
901
|
+
<AccountInfoTile
|
|
902
|
+
icon={<Building2 className="h-3 w-3" />}
|
|
903
|
+
label={t('tileIndustry')}
|
|
904
|
+
value={account.industry || '-'}
|
|
905
|
+
/>
|
|
906
|
+
</div>
|
|
907
|
+
|
|
908
|
+
<div className="border-t pt-2 text-xs text-muted-foreground">
|
|
909
|
+
<div className="flex items-center justify-between">
|
|
910
|
+
<span>
|
|
911
|
+
{t('owner')}:{' '}
|
|
912
|
+
{account.owner_user?.name || t('unassigned')}
|
|
913
|
+
</span>
|
|
914
|
+
</div>
|
|
915
|
+
</div>
|
|
916
|
+
</CardContent>
|
|
917
|
+
</Card>
|
|
918
|
+
))}
|
|
919
|
+
</div>
|
|
920
|
+
)}
|
|
921
|
+
|
|
922
|
+
<PaginationFooter
|
|
923
|
+
currentPage={page}
|
|
924
|
+
pageSize={pageSize}
|
|
925
|
+
totalItems={paginate.total}
|
|
926
|
+
onPageChange={setPage}
|
|
927
|
+
onPageSizeChange={(nextPageSize) => {
|
|
928
|
+
setPageSize(nextPageSize);
|
|
929
|
+
setPage(1);
|
|
930
|
+
}}
|
|
931
|
+
/>
|
|
932
|
+
</>
|
|
933
|
+
)}
|
|
934
|
+
|
|
935
|
+
<AccountFormSheet
|
|
936
|
+
open={formSheetOpen}
|
|
937
|
+
onOpenChange={setFormSheetOpen}
|
|
938
|
+
account={accountToEdit}
|
|
939
|
+
owners={owners}
|
|
940
|
+
onSubmit={handleFormSubmit}
|
|
941
|
+
isLoading={isSubmitting}
|
|
942
|
+
/>
|
|
943
|
+
|
|
944
|
+
<AlertDialog open={deleteDialogOpen} onOpenChange={setDeleteDialogOpen}>
|
|
945
|
+
<AlertDialogContent>
|
|
946
|
+
<AlertDialogHeader>
|
|
947
|
+
<AlertDialogTitle>{t('deleteTitle')}</AlertDialogTitle>
|
|
948
|
+
<AlertDialogDescription>
|
|
949
|
+
{t('deleteDescription', {
|
|
950
|
+
name: accountToDelete?.name || '',
|
|
951
|
+
})}
|
|
952
|
+
</AlertDialogDescription>
|
|
953
|
+
</AlertDialogHeader>
|
|
954
|
+
<div className="flex justify-end gap-3">
|
|
955
|
+
<AlertDialogCancel disabled={isDeleting}>
|
|
956
|
+
{t('cancel')}
|
|
957
|
+
</AlertDialogCancel>
|
|
958
|
+
<AlertDialogAction
|
|
959
|
+
onClick={handleDelete}
|
|
960
|
+
disabled={isDeleting}
|
|
961
|
+
className="bg-red-600 hover:bg-red-700"
|
|
962
|
+
>
|
|
963
|
+
{isDeleting ? t('deleting') : t('delete')}
|
|
964
|
+
</AlertDialogAction>
|
|
965
|
+
</div>
|
|
966
|
+
</AlertDialogContent>
|
|
967
|
+
</AlertDialog>
|
|
968
|
+
</Page>
|
|
969
|
+
);
|
|
970
|
+
}
|