@kelpie/ui 0.1.0

package/src/pages/RaiseDetail.tsx

@@ -0,0 +1,498 @@
+import type { PipelineStage, Raise, RaiseInput } from '@kelpie/schemas'
+import { useState } from 'react'
+import type { FormEvent } from 'react'
+import { Link, useNavigate, useParams } from 'react-router'
+
+import { usePatch } from '../api/resource.ts'
+import type { PatchResult } from '../api/resource.ts'
+import { useCompanies, useCompany } from '../api/resources/companies.ts'
+import { useMembers } from '../api/resources/members.ts'
+import { usePeople } from '../api/resources/people.ts'
+import { usePipelineStages } from '../api/resources/pipelineStages.ts'
+import { useRecordPlanItems } from '../api/resources/planItems.ts'
+import { useDeleteRaise, useRaise, useUpdateRaise } from '../api/resources/raises.ts'
+import { ActivitiesPanel, LatestActivity } from '../components/ActivitiesPanel.tsx'
+import { AgentTasks } from '../components/AgentTasks.tsx'
+import { Chip } from '../components/Chip.tsx'
+import type { ChipTone } from '../components/Chip.tsx'
+import { DecisionsPanel } from '../components/DecisionsPanel.tsx'
+import { DeleteRecord } from '../components/DeleteRecord.tsx'
+import { EntitySearch } from '../components/EntitySearch.tsx'
+import { InlineEdit } from '../components/InlineEdit.tsx'
+import { NotesPanel } from '../components/NotesPanel.tsx'
+import { PlanAttention } from '../components/PlanAttention.tsx'
+import { PlanPanel } from '../components/PlanPanel.tsx'
+import { ErrorPanel, LoadingPanel, NotFoundPanel } from '../components/QueryState.tsx'
+import { RecordTabs } from '../components/RecordTabs.tsx'
+import type { RecordTabDescriptor } from '../components/RecordTabs.tsx'
+import { SectionHeader } from '../components/SectionHeader.tsx'
+import { SidebarField } from '../components/SidebarField.tsx'
+import { SummaryBlock } from '../components/SummaryBlock.tsx'
+import { formatDay } from '../lib/dates.ts'
+import { formatMoney } from '../lib/money.ts'
+import { useRecordTabs } from '../registry/context.ts'
+import { inSlotOrder } from '../registry/registry.ts'
+import { toTags } from './fields.ts'
+
+/**
+ * One raise.
+ *
+ * The same shape as `DealDetail`: the mockup's key-people tab renders as an
+ * aside card instead, the Deal contacts precedent, and the thesis fit and pass
+ * reason sit in the sidebar as the mockup draws them. The pass reason shows only
+ * once the raise is passed or a reason is already recorded, the mockup's rule.
+ * A UI module can add its own tab through the `raise` record-tab slot.
+ */
+
+const STAGE_TONES: Readonly<Record<string, ChipTone>> = {
+  closed: 'success',
+  passed: 'danger',
+  term_sheet: 'warning',
+  diligence: 'warning',
+  meeting: 'accent',
+  intro: 'accent',
+}
+
+export function RaiseDetail(): React.JSX.Element {
+  const { id } = useParams()
+  const navigate = useNavigate()
+  const { record, isLoading, isNotFound, error } = useRaise(id)
+  const deleteRaise = useDeleteRaise()
+  const moduleTabs = inSlotOrder(useRecordTabs('raise'))
+  const [activeTab, setActiveTab] = useState('overview')
+
+  if (isNotFound) {
+    return <NotFoundPanel label="Raise" backTo="/fundraising" />
+  }
+
+  if (error !== null) {
+    return <ErrorPanel error={error} />
+  }
+
+  if (isLoading || record === undefined || id === undefined) {
+    return <LoadingPanel label="Loading raise…" />
+  }
+
+  const tabs: readonly RecordTabDescriptor<string>[] = [
+    { id: 'overview', label: 'Overview' },
+    { id: 'plan', label: 'Plan' },
+    { id: 'activity', label: 'Activity' },
+    { id: 'notes', label: 'Notes' },
+    { id: 'decisions', label: 'Decisions' },
+    ...moduleTabs.map((tab) => ({ id: tab.id, label: tab.label })),
+  ]
+  const active = tabs.some((tab) => tab.id === activeTab) ? activeTab : 'overview'
+  const moduleTab = moduleTabs.find((tab) => tab.id === active)
+
+  return (
+    <div className="animate-fade-in mx-auto max-w-6xl">
+      <Link
+        to="/fundraising"
+        className="mb-4 inline-flex text-[12px] font-medium text-ink-muted transition hover:text-accent"
+      >
+        ← Fundraising
+      </Link>
+
+      <div className="grid items-start gap-8 lg:grid-cols-[minmax(0,1fr)_280px]">
+        <div className="min-w-0 space-y-8">
+          <RaiseHeading raise={record} />
+
+          <div className="flex justify-end gap-2">
+            <AgentTasks targetType="raise" targetId={record.id} targetLabel={record.name} />
+            <DeleteRecord
+              recordLabel="Raise"
+              recordName={record.name}
+              isPending={deleteRaise.isPending}
+              error={deleteRaise.error}
+              onConfirm={() => {
+                deleteRaise
+                  .runAsync(record.id)
+                  .then(() => navigate('/fundraising'))
+                  .catch(() => undefined)
+              }}
+            />
+          </div>
+
+          <RecordTabs tabs={tabs} active={active} onChange={setActiveTab} ariaLabel="Raise sections">
+            {active === 'overview' && <RaiseOverview raise={record} />}
+            {active === 'plan' && <PlanPanel targetType="raise" targetId={record.id} />}
+            {active === 'activity' && <ActivitiesPanel targetType="raise" targetId={record.id} />}
+            {active === 'notes' && <NotesPanel targetType="raise" targetId={record.id} />}
+            {active === 'decisions' && <DecisionsPanel targetType="raise" targetId={record.id} />}
+            {moduleTab?.render({ objectType: 'raise', recordId: record.id })}
+          </RecordTabs>
+        </div>
+
+        <aside className="space-y-4 text-[12px] lg:sticky lg:top-6">
+          <RaiseSidebar raise={record} />
+          <RaiseKeyPeople raise={record} />
+        </aside>
+      </div>
+    </div>
+  )
+}
+
+function useRaisePatch(raise: Raise): PatchResult<RaiseInput> {
+  return usePatch(useUpdateRaise, raise)
+}
+
+function RaiseHeading({ raise }: { readonly raise: Raise }): React.JSX.Element {
+  const { patch, error } = useRaisePatch(raise)
+  const firm = useCompany(raise.companyId)
+
+  return (
+    <div className="min-w-0 flex-1">
+      {error !== null && (
+        <div className="mb-2">
+          <ErrorPanel error={error} />
+        </div>
+      )}
+      <InlineEdit
+        value={raise.name}
+        onChange={(name) => {
+          patch({ name })
+        }}
+        displayClassName="text-[22px] font-semibold tracking-tight text-ink not-italic"
+        emptyLabel="Untitled raise"
+      />
+      <div className="mt-1 text-[13px] text-ink-muted">
+        {firm.record === undefined ? (
+          'No firm'
+        ) : (
+          <Link to={`/companies/${firm.record.id}`} className="hover:text-accent">
+            {firm.record.name}
+          </Link>
+        )}
+      </div>
+    </div>
+  )
+}
+
+/** A summary, the plan items needing attention, and the latest activity. */
+function RaiseOverview({ raise }: { readonly raise: Raise }): React.JSX.Element {
+  const { patch, error } = useRaisePatch(raise)
+  const planItems = useRecordPlanItems('raise', raise.id)
+
+  return (
+    <div className="space-y-8">
+      {error !== null && <ErrorPanel error={error} />}
+      <SummaryBlock
+        value={raise.summary}
+        onChange={(summary) => {
+          patch({ summary })
+        }}
+      />
+
+      <PlanAttention items={planItems.records} isLoading={planItems.isLoading} />
+
+      <LatestActivity targetType="raise" targetId={raise.id} />
+    </div>
+  )
+}
+
+/** Whole units in the box, cents on the wire. Blank clears the value. */
+function toCheckSizeCents(raw: string): number | null | undefined {
+  const trimmed = raw.trim()
+
+  if (trimmed.length === 0) {
+    return null
+  }
+
+  const parsed = Number(trimmed)
+
+  return Number.isFinite(parsed) && parsed >= 0 ? Math.round(parsed * 100) : undefined
+}
+
+function RaiseSidebar({ raise }: { readonly raise: Raise }): React.JSX.Element {
+  const { patch, error } = useRaisePatch(raise)
+  const stages = usePipelineStages('raise')
+  const members = useMembers()
+  const currentFirm = useCompany(raise.companyId)
+
+  const [firmSearch, setFirmSearch] = useState('')
+  const searchableFirms = useCompanies({
+    term: firmSearch.trim().length > 0 ? firmSearch.trim() : undefined,
+  })
+
+  const orderedStages = [...stages.records].sort(
+    (a: PipelineStage, b: PipelineStage) => a.sortOrder - b.sortOrder,
+  )
+  const currentStage = orderedStages.find((stage) => stage.id === raise.stageId)
+
+  // The selected firm must be in the option list or the picker shows nothing,
+  // and a search that filtered it out would drop it from view.
+  const firmOptions = [
+    ...(currentFirm.record === undefined
+      ? []
+      : [{ id: currentFirm.record.id, label: currentFirm.record.name }]),
+    ...searchableFirms.records
+      .filter((company) => company.id !== raise.companyId)
+      .map((company) => ({
+        id: company.id,
+        label: company.name,
+        meta: company.domain ?? undefined,
+      })),
+  ]
+
+  const showPassReason = currentStage?.slug === 'passed' || raise.passReason !== null
+
+  return (
+    <section className="rounded-md border border-border p-3">
+      {error !== null && (
+        <div className="mb-2">
+          <ErrorPanel error={error} />
+        </div>
+      )}
+      <div className="mb-2">
+        <div className="mb-0.5 text-[10px] font-semibold tracking-wide text-ink-faint uppercase">
+          Stage
+        </div>
+        <InlineEdit
+          value={raise.stageId}
+          onChange={(stageId) => {
+            patch({ stageId })
+          }}
+          options={orderedStages.map((stage) => ({ value: stage.id, label: stage.label }))}
+          display={
+            <Chip tone={STAGE_TONES[currentStage?.slug ?? ''] ?? 'accent'}>
+              <span className="text-[10px]">{currentStage?.label ?? raise.stageId}</span>
+            </Chip>
+          }
+          displayClassName="not-italic inline-flex"
+          className="!w-auto"
+        />
+      </div>
+
+      <SidebarField label="Check size">
+        <InlineEdit
+          value={raise.checkSizeCents === null ? '' : String(raise.checkSizeCents / 100)}
+          onChange={(raw) => {
+            const checkSizeCents = toCheckSizeCents(raw)
+
+            if (checkSizeCents !== undefined) {
+              patch({ checkSizeCents })
+            }
+          }}
+          type="number"
+          display={
+            raise.checkSizeCents === null ? undefined : (
+              <span className="font-mono text-[12px] font-medium">
+                {formatMoney(raise.checkSizeCents, raise.currency)}
+              </span>
+            )
+          }
+          displayClassName="not-italic"
+          emptyLabel="Set check…"
+        />
+      </SidebarField>
+      <SidebarField label="Firm">
+        <EntitySearch
+          options={firmOptions}
+          value={raise.companyId}
+          onChange={(companyId) => {
+            patch({ companyId })
+          }}
+          onQueryChange={setFirmSearch}
+          placeholder="Search firms…"
+          size="sm"
+        />
+        {currentFirm.record !== undefined && (
+          <Link
+            to={`/companies/${currentFirm.record.id}`}
+            className="mt-1 inline-block text-[11px] text-accent hover:underline"
+          >
+            Open company
+          </Link>
+        )}
+      </SidebarField>
+      <SidebarField label="Owner">
+        <EntitySearch
+          options={members.members.map((member) => ({
+            id: member.id,
+            label: member.name,
+            meta: member.email,
+          }))}
+          value={raise.ownerId ?? ''}
+          onChange={(ownerId) => {
+            patch({ ownerId })
+          }}
+          placeholder="Search owners…"
+          size="sm"
+        />
+      </SidebarField>
+      <SidebarField label="Target close">
+        <InlineEdit
+          value={raise.expectedClose ?? ''}
+          onChange={(expectedClose) => {
+            patch({ expectedClose: expectedClose.length > 0 ? expectedClose : null })
+          }}
+          type="date"
+          displayClassName="not-italic text-[12px]"
+          display={raise.expectedClose === null ? undefined : formatDay(raise.expectedClose)}
+          emptyLabel="Set close…"
+        />
+      </SidebarField>
+      <SidebarField label="Thesis fit">
+        <InlineEdit
+          value={raise.thesisFit}
+          onChange={(thesisFit) => {
+            patch({ thesisFit })
+          }}
+          multiline
+          displayClassName="not-italic normal-case text-[12px]"
+          emptyLabel="Add…"
+        />
+      </SidebarField>
+      {showPassReason && (
+        <SidebarField label="Pass reason">
+          <InlineEdit
+            value={raise.passReason ?? ''}
+            onChange={(passReason) => {
+              patch({ passReason: passReason.length > 0 ? passReason : null })
+            }}
+            multiline
+            displayClassName="not-italic normal-case text-[12px]"
+            emptyLabel="Add reason…"
+          />
+        </SidebarField>
+      )}
+      <SidebarField label="Tags">
+        <InlineEdit
+          value={raise.tags.join(', ')}
+          onChange={(value) => {
+            patch({ tags: toTags(value) })
+          }}
+          display={
+            raise.tags.length > 0 ? (
+              <span className="flex flex-wrap gap-1">
+                {raise.tags.map((tag) => (
+                  <Chip key={tag}>
+                    <span className="text-[10px]">{tag}</span>
+                  </Chip>
+                ))}
+              </span>
+            ) : undefined
+          }
+          emptyLabel="Add tags…"
+          displayClassName="not-italic"
+        />
+      </SidebarField>
+    </section>
+  )
+}
+
+/** The key people on the raise, linked and unlinked by replacing `person_ids`. */
+function RaiseKeyPeople({ raise }: { readonly raise: Raise }): React.JSX.Element {
+  const { patch, error } = useRaisePatch(raise)
+
+  const [adding, setAdding] = useState(false)
+  const [personId, setPersonId] = useState('')
+  const [search, setSearch] = useState('')
+
+  // No `?id=` filter exists on people, so names come from the directory's first
+  // page. Past it, a key person renders by id rather than silently vanishing.
+  const directory = usePeople({ limit: 200 })
+  const searchable = usePeople({ term: search.trim().length > 0 ? search.trim() : undefined })
+  const nameById = new Map(directory.records.map((person) => [person.id, person.name]))
+  const linked = new Set(raise.personIds)
+
+  function reset(): void {
+    setAdding(false)
+    setPersonId('')
+    setSearch('')
+  }
+
+  function submit(event: FormEvent): void {
+    event.preventDefault()
+
+    if (personId.length === 0 || linked.has(personId)) {
+      return
+    }
+
+    patch({ personIds: [...raise.personIds, personId] })
+    reset()
+  }
+
+  return (
+    <section className="rounded-md border border-border">
+      <div className="border-b border-border px-3.5 py-2.5">
+        <SectionHeader
+          title="Key people"
+          onAdd={() => {
+            setAdding((current) => !current)
+          }}
+          addLabel="Add person"
+          compact
+        />
+      </div>
+
+      {error !== null && (
+        <div className="px-3.5 py-2">
+          <ErrorPanel error={error} />
+        </div>
+      )}
+
+      <ul className="divide-y divide-border">
+        {raise.personIds.length === 0 && !adding && (
+          <li className="px-3.5 py-4 text-[12px] text-ink-faint">No key people yet.</li>
+        )}
+        {raise.personIds.map((linkedPersonId) => (
+          <li key={linkedPersonId} className="flex items-start justify-between gap-2 px-3.5 py-2.5">
+            <Link
+              to={`/people/${linkedPersonId}`}
+              className="text-[13px] font-medium text-ink hover:text-accent"
+            >
+              {nameById.get(linkedPersonId) ?? linkedPersonId}
+            </Link>
+            <button
+              type="button"
+              onClick={() => {
+                patch({
+                  personIds: raise.personIds.filter((candidate) => candidate !== linkedPersonId),
+                })
+              }}
+              className="text-[11px] font-medium text-danger hover:underline"
+            >
+              Remove
+            </button>
+          </li>
+        ))}
+      </ul>
+
+      {adding && (
+        <form onSubmit={submit} className="space-y-2 border-t border-border bg-surface px-3.5 py-3">
+          <EntitySearch
+            options={searchable.records
+              .filter((person) => !linked.has(person.id))
+              .map((person) => ({
+                id: person.id,
+                label: person.name,
+                meta: person.email ?? undefined,
+              }))}
+            value={personId}
+            onChange={setPersonId}
+            onQueryChange={setSearch}
+            placeholder="Search people…"
+            emptyMessage="No people match"
+            required
+          />
+          <div className="flex justify-end gap-2">
+            <button
+              type="button"
+              onClick={reset}
+              className="rounded-md px-2.5 py-1 text-[12px] font-medium text-ink-muted hover:text-ink"
+            >
+              Cancel
+            </button>
+            <button
+              type="submit"
+              className="rounded-md bg-accent px-3 py-1.5 text-[12px] font-semibold text-accent-fg hover:bg-accent-hover"
+            >
+              Add
+            </button>
+          </div>
+        </form>
+      )}
+    </section>
+  )
+}

package/src/pages/RaiseStageSettingsPage.tsx

@@ -0,0 +1,63 @@
+import {
+  useCreatePipelineStage,
+  usePipelineStages,
+  useRemovePipelineStage,
+  useUpdatePipelineStage,
+} from '../api/resources/pipelineStages.ts'
+import { ErrorPanel, LoadingPanel } from '../components/QueryState.tsx'
+import { StageSettings } from '../components/StageSettings.tsx'
+
+/** The raise pipeline's stage settings, on the shared `StageSettings` editor. */
+export function RaiseStageSettingsPage(): React.JSX.Element {
+  const stages = usePipelineStages('raise')
+  const createStage = useCreatePipelineStage()
+  const updateStage = useUpdatePipelineStage()
+  const removeStage = useRemovePipelineStage()
+
+  if (stages.error !== null) {
+    return <ErrorPanel error={stages.error} />
+  }
+
+  if (stages.isLoading) {
+    return <LoadingPanel label="Loading stages…" />
+  }
+
+  const ordered = [...stages.records].sort((a, b) => a.sortOrder - b.sortOrder)
+  const writeError = createStage.error ?? updateStage.error ?? removeStage.error
+
+  return (
+    <>
+      {writeError !== null && (
+        <div className="mx-auto mb-3 max-w-xl">
+          <ErrorPanel error={writeError} />
+        </div>
+      )}
+      <StageSettings
+        title="Fundraising stages"
+        backTo="/fundraising"
+        backLabel="Fundraising"
+        recordNoun="raise"
+        stages={ordered}
+        onRename={(id, label) => {
+          updateStage.run({ id, changes: { label } })
+        }}
+        onReorder={(activeId, overId) => {
+          const position = ordered.findIndex((stage) => stage.id === overId)
+
+          if (position >= 0) {
+            updateStage.run({ id: activeId, changes: { sortOrder: position } })
+          }
+        }}
+        onToggleOpen={(id, open) => {
+          updateStage.run({ id, changes: { open } })
+        }}
+        onAdd={(label) => {
+          createStage.run({ kind: 'raise', label })
+        }}
+        onRemove={(id, moveToId) => {
+          removeStage.run({ id, moveToId })
+        }}
+      />
+    </>
+  )
+}