@kelpie/ui 0.8.0 → 0.9.0

package/src/pages/admin/PrivacyPage.tsx

@@ -0,0 +1,461 @@
+import { CONSENT_PURPOSE_STATUS_LABELS, CONSENT_PURPOSE_STATUSES } from '@kelpie/schemas'
+import type { ConsentPurpose, ConsentPurposeStatus } from '@kelpie/schemas'
+import { useMemo, useState } from 'react'
+import type { FormEvent } from 'react'
+
+import {
+  useConsentPurposes,
+  useCreateConsentPurpose,
+  useDeleteConsentPurpose,
+  useUpdateConsentPurpose,
+} from '../../api/resources/consentPurposes.ts'
+import { useSession } from '../../api/resources/session.ts'
+import { AddButton } from '../../components/SectionHeader.tsx'
+import { PageHeader } from '../../components/PageHeader.tsx'
+import { ErrorPanel, LoadingPanel } from '../../components/QueryState.tsx'
+
+/**
+ * Admin surface for workspace consent purposes.
+ *
+ * Admin-only, matching Custom fields: a purpose change touches every form,
+ * list, and import job that names it, and is team-wide config. A purpose has
+ * a default status that every Person without an explicit override inherits.
+ */
+
+export function PrivacyPage(): React.JSX.Element {
+  const { session } = useSession()
+  const isAdmin = session?.role === 'owner' || session?.role === 'admin'
+
+  return (
+    <div className="animate-slide-in mx-auto max-w-4xl space-y-6">
+      <PageHeader
+        title="Privacy"
+        description="Consent purposes for the things you contact people about. A form's consent checkbox, a list you add signups to, and an import can each grant one of these — and every Person's record reflects it."
+      />
+      {isAdmin ? <PurposesAdmin /> : <MemberNotice />}
+    </div>
+  )
+}
+
+function MemberNotice(): React.JSX.Element {
+  return (
+    <p className="rounded-md border border-border px-4 py-3 text-[13px] text-ink-muted">
+      Consent purposes are managed by workspace admins.
+    </p>
+  )
+}
+
+function PurposesAdmin(): React.JSX.Element {
+  const [adding, setAdding] = useState(false)
+  const [seeding, setSeeding] = useState(false)
+  const purposes = useConsentPurposes({ sort: 'sort_order', limit: 200 })
+  const create = useCreateConsentPurpose()
+
+  async function seedStarters(): Promise<void> {
+    setSeeding(true)
+    try {
+      await create.runAsync({
+        slug: 'contact',
+        label: 'Contact',
+        description: 'Being contacted by the workspace about our work together.',
+        defaultStatus: 'unknown',
+      })
+      await create.runAsync({
+        slug: 'marketing',
+        label: 'Marketing',
+        description: 'Marketing communications — newsletters, product updates, and campaigns.',
+        defaultStatus: 'unknown',
+      })
+    } catch {
+      // Error rendered inline via the ErrorPanel below.
+    } finally {
+      setSeeding(false)
+    }
+  }
+
+  return (
+    <>
+      <div className="flex justify-end">
+        <AddButton
+          onClick={() => {
+            setAdding(true)
+          }}
+          label="Add a purpose"
+        />
+      </div>
+
+      {adding && (
+        <AddPurposeForm
+          onDone={() => {
+            setAdding(false)
+          }}
+        />
+      )}
+
+      {purposes.error !== null && <ErrorPanel error={purposes.error} />}
+      {create.error !== null && <ErrorPanel error={create.error} />}
+      {purposes.isLoading ? (
+        <LoadingPanel label="Loading purposes…" />
+      ) : purposes.records.length === 0 ? (
+        <EmptyState
+          onAdd={() => {
+            setAdding(true)
+          }}
+          onSeedStarters={() => {
+            void seedStarters()
+          }}
+          isSeeding={seeding}
+        />
+      ) : (
+        <ul className="space-y-3">
+          {purposes.records.map((purpose) => (
+            <li key={purpose.id}>
+              <PurposeRow purpose={purpose} />
+            </li>
+          ))}
+        </ul>
+      )}
+    </>
+  )
+}
+
+interface EmptyStateProps {
+  readonly onAdd: () => void
+  readonly onSeedStarters: () => void
+  readonly isSeeding: boolean
+}
+
+function EmptyState({ onAdd, onSeedStarters, isSeeding }: EmptyStateProps): React.JSX.Element {
+  return (
+    <div className="rounded-md border border-dashed border-border p-6 text-[13px]">
+      <p className="font-medium text-ink">You have no consent purposes yet.</p>
+      <p className="mt-1 text-ink-muted">
+        A purpose is what a person is agreeing to — being contacted at all, marketing, research.
+        Every workspace usually has at least a general <span className="font-medium">Contact</span>{' '}
+        purpose. Forms, lists, and imports that don&rsquo;t need consent don&rsquo;t need one.
+      </p>
+      <div className="mt-4 flex flex-wrap items-center gap-2">
+        <button
+          type="button"
+          onClick={onSeedStarters}
+          disabled={isSeeding}
+          className="rounded-md bg-accent px-3 py-1.5 text-[12px] font-medium text-white hover:bg-accent-hover disabled:opacity-50"
+        >
+          {isSeeding ? 'Adding…' : 'Add Contact & Marketing'}
+        </button>
+        <button
+          type="button"
+          onClick={onAdd}
+          className="rounded-md border border-border px-3 py-1.5 text-[12px] font-medium text-ink hover:border-ink-muted"
+        >
+          Add my own
+        </button>
+      </div>
+    </div>
+  )
+}
+
+interface AddPurposeFormProps {
+  readonly onDone: () => void
+}
+
+function AddPurposeForm({ onDone }: AddPurposeFormProps): React.JSX.Element {
+  const create = useCreateConsentPurpose()
+  const [label, setLabel] = useState('')
+  const [slug, setSlug] = useState('')
+  const [slugEdited, setSlugEdited] = useState(false)
+  const [description, setDescription] = useState('')
+  const [defaultStatus, setDefaultStatus] = useState<ConsentPurposeStatus>('unknown')
+
+  const derivedSlug = useMemo(
+    () => (slugEdited ? slug : slugify(label)),
+    [slugEdited, slug, label],
+  )
+
+  function submit(event: FormEvent): void {
+    event.preventDefault()
+    const trimmedLabel = label.trim()
+    if (trimmedLabel.length === 0) {
+      return
+    }
+    create
+      .runAsync({
+        slug: derivedSlug,
+        label: trimmedLabel,
+        description: description.trim(),
+        defaultStatus,
+      })
+      .then(() => {
+        setLabel('')
+        setSlug('')
+        setSlugEdited(false)
+        setDescription('')
+        setDefaultStatus('unknown')
+        onDone()
+      })
+      .catch(() => {
+        // Error rendered below.
+      })
+  }
+
+  return (
+    <form
+      onSubmit={submit}
+      className="space-y-3 rounded-md border border-border bg-surface-raised p-4"
+    >
+      <div className="grid gap-3 sm:grid-cols-2">
+        <Field label="Label">
+          <input
+            className="w-full rounded-md border border-border bg-transparent px-2 py-1 text-[13px] outline-none focus:border-accent"
+            value={label}
+            onChange={(event) => {
+              setLabel(event.target.value)
+            }}
+            required
+          />
+        </Field>
+        <Field label="Slug">
+          <input
+            className="w-full rounded-md border border-border bg-transparent px-2 py-1 font-mono text-[12px] outline-none focus:border-accent"
+            value={derivedSlug}
+            onChange={(event) => {
+              setSlug(event.target.value)
+              setSlugEdited(true)
+            }}
+            placeholder="lowercase_snake_case"
+            pattern="^[a-z][a-z0-9_]*$"
+            required
+          />
+        </Field>
+        <Field label="Default status">
+          <select
+            className="w-full rounded-md border border-border bg-transparent px-2 py-1 text-[13px] outline-none focus:border-accent"
+            value={defaultStatus}
+            onChange={(event) => {
+              setDefaultStatus(event.target.value as ConsentPurposeStatus)
+            }}
+          >
+            {CONSENT_PURPOSE_STATUSES.map((option) => (
+              <option key={option} value={option}>
+                {CONSENT_PURPOSE_STATUS_LABELS[option]}
+              </option>
+            ))}
+          </select>
+        </Field>
+      </div>
+      <Field label="Description (shown on capture surfaces and to agents)">
+        <textarea
+          className="min-h-[60px] w-full rounded-md border border-border bg-transparent px-2 py-1 text-[13px] outline-none focus:border-accent"
+          value={description}
+          onChange={(event) => {
+            setDescription(event.target.value)
+          }}
+        />
+      </Field>
+
+      {create.error !== null && <ErrorPanel error={create.error} />}
+
+      <div className="flex justify-end gap-2">
+        <button
+          type="button"
+          onClick={() => {
+            onDone()
+          }}
+          className="rounded-md border border-border px-3 py-1 text-[12px] text-ink-muted hover:text-ink"
+        >
+          Cancel
+        </button>
+        <button
+          type="submit"
+          disabled={create.isPending}
+          className="rounded-md bg-accent px-3 py-1 text-[12px] font-medium text-white hover:bg-accent-hover disabled:opacity-50"
+        >
+          {create.isPending ? 'Adding…' : 'Add purpose'}
+        </button>
+      </div>
+    </form>
+  )
+}
+
+interface PurposeRowProps {
+  readonly purpose: ConsentPurpose
+}
+
+function PurposeRow({ purpose }: PurposeRowProps): React.JSX.Element {
+  const update = useUpdateConsentPurpose()
+  const remove = useDeleteConsentPurpose()
+  const [editing, setEditing] = useState(false)
+  const [label, setLabel] = useState(purpose.label)
+  const [description, setDescription] = useState(purpose.description)
+  const [defaultStatus, setDefaultStatus] = useState<ConsentPurposeStatus>(purpose.defaultStatus)
+  const [confirmingDelete, setConfirmingDelete] = useState(false)
+
+  function save(event: FormEvent): void {
+    event.preventDefault()
+    update
+      .runAsync({
+        id: purpose.id,
+        changes: {
+          label: label.trim(),
+          description: description.trim(),
+          defaultStatus,
+        },
+      })
+      .then(() => {
+        setEditing(false)
+      })
+      .catch(() => {
+        // Error rendered inline.
+      })
+  }
+
+  return (
+    <div className="rounded-md border border-border p-3">
+      <div className="flex items-start justify-between gap-3">
+        <div className="min-w-0 flex-1">
+          <div className="flex flex-wrap items-baseline gap-2">
+            <div className="text-[14px] font-semibold text-ink">{purpose.label}</div>
+            <code className="rounded bg-surface-raised px-1.5 py-0.5 font-mono text-[11px] text-ink-muted">
+              {purpose.slug}
+            </code>
+            <span className="text-[11px] text-ink-muted">
+              Default: {CONSENT_PURPOSE_STATUS_LABELS[purpose.defaultStatus]}
+            </span>
+          </div>
+          {purpose.description.length > 0 && (
+            <p className="mt-1 text-[12px] text-ink-muted">{purpose.description}</p>
+          )}
+        </div>
+        <div className="flex shrink-0 gap-2">
+          <button
+            type="button"
+            onClick={() => {
+              setEditing((current) => !current)
+            }}
+            className="text-[12px] text-ink-muted hover:text-ink"
+          >
+            {editing ? 'Cancel' : 'Edit'}
+          </button>
+          <button
+            type="button"
+            onClick={() => {
+              setConfirmingDelete(true)
+            }}
+            className="text-[12px] text-red-600 hover:text-red-700"
+          >
+            Delete
+          </button>
+        </div>
+      </div>
+
+      {editing && (
+        <form onSubmit={save} className="mt-3 space-y-2">
+          <Field label="Label">
+            <input
+              className="w-full rounded-md border border-border bg-transparent px-2 py-1 text-[13px] outline-none focus:border-accent"
+              value={label}
+              onChange={(event) => {
+                setLabel(event.target.value)
+              }}
+              required
+            />
+          </Field>
+          <Field label="Default status">
+            <select
+              className="w-full rounded-md border border-border bg-transparent px-2 py-1 text-[13px] outline-none focus:border-accent"
+              value={defaultStatus}
+              onChange={(event) => {
+                setDefaultStatus(event.target.value as ConsentPurposeStatus)
+              }}
+            >
+              {CONSENT_PURPOSE_STATUSES.map((option) => (
+                <option key={option} value={option}>
+                  {CONSENT_PURPOSE_STATUS_LABELS[option]}
+                </option>
+              ))}
+            </select>
+          </Field>
+          <Field label="Description">
+            <textarea
+              className="min-h-[60px] w-full rounded-md border border-border bg-transparent px-2 py-1 text-[13px] outline-none focus:border-accent"
+              value={description}
+              onChange={(event) => {
+                setDescription(event.target.value)
+              }}
+            />
+          </Field>
+          {update.error !== null && <ErrorPanel error={update.error} />}
+          <div className="flex justify-end">
+            <button
+              type="submit"
+              disabled={update.isPending}
+              className="rounded-md bg-accent px-3 py-1 text-[12px] font-medium text-white hover:bg-accent-hover disabled:opacity-50"
+            >
+              {update.isPending ? 'Saving…' : 'Save'}
+            </button>
+          </div>
+        </form>
+      )}
+
+      {confirmingDelete && (
+        <div className="mt-3 rounded-md border border-red-300 bg-red-50 p-3 text-[13px] text-red-800 dark:border-red-800 dark:bg-red-950/40 dark:text-red-200">
+          <p>
+            Delete the {purpose.label} purpose? Remove it from every form field and list that
+            names it first — the delete refuses otherwise.
+          </p>
+          {remove.error !== null && <ErrorPanel error={remove.error} />}
+          <div className="mt-2 flex justify-end gap-2">
+            <button
+              type="button"
+              onClick={() => {
+                setConfirmingDelete(false)
+              }}
+              className="rounded-md border border-red-300 px-3 py-1 text-[12px] hover:bg-red-100 dark:border-red-800 dark:hover:bg-red-900/40"
+            >
+              Cancel
+            </button>
+            <button
+              type="button"
+              onClick={() => {
+                remove
+                  .runAsync(purpose.id)
+                  .then(() => {
+                    setConfirmingDelete(false)
+                  })
+                  .catch(() => {
+                    // Error rendered inline.
+                  })
+              }}
+              disabled={remove.isPending}
+              className="rounded-md bg-red-600 px-3 py-1 text-[12px] font-medium text-white hover:bg-red-700 disabled:opacity-50"
+            >
+              {remove.isPending ? 'Deleting…' : 'Delete'}
+            </button>
+          </div>
+        </div>
+      )}
+    </div>
+  )
+}
+
+interface FieldProps {
+  readonly label: string
+  readonly children: React.ReactNode
+}
+
+function Field({ label, children }: FieldProps): React.JSX.Element {
+  return (
+    <label className="block text-[12px]">
+      <span className="mb-1 block font-medium text-ink-muted">{label}</span>
+      {children}
+    </label>
+  )
+}
+
+function slugify(label: string): string {
+  return label
+    .toLowerCase()
+    .replace(/[^a-z0-9]+/gu, '_')
+    .replace(/^_+|_+$/gu, '')
+    .replace(/^([0-9])/u, '_$1')
+}

package/src/pages/dashboard/attention.ts

@@ -28,6 +28,7 @@ const ROUTES: Readonly<Record<RecordTargetType, string | undefined>> = {
   opportunity: '/opportunities',
   partnership: '/partnerships',
   raise: '/fundraising',
+  enquiry: '/enquiries',
   candidate: undefined,
 }
 
@@ -38,6 +39,7 @@ const TARGET_TYPE_LABELS: Readonly<Record<RecordTargetType, string>> = {
   opportunity: 'Opportunity',
   partnership: 'Partnership',
   raise: 'Fundraising',
+  enquiry: 'Enquiry',
   candidate: 'Candidate',
 }
 
@@ -147,6 +149,7 @@ function plural(count: number, singular: string, pluralForm = `${singular}s`): s
 const OPEN_PIPELINE_NOUNS: Readonly<
   Record<PipelineKind, { readonly one: string; readonly many: string }>
 > = {
+  enquiry: { one: 'enquiry', many: 'enquiries' },
   deal: { one: 'deal', many: 'deals' },
   opportunity: { one: 'opportunity', many: 'opportunities' },
   raise: { one: 'raise', many: 'raises' },

package/src/pages/forms/AddFieldMenu.tsx

@@ -0,0 +1,121 @@
+import { FORM_FIELD_MAP_TARGET_LABELS } from '@kelpie/schemas'
+import type { FormFieldInput } from '@kelpie/schemas'
+import { useEffect, useRef, useState } from 'react'
+
+import { unusedCrmPresets } from './fieldList.ts'
+import type { EditableField } from './fieldList.ts'
+import { SUBMISSION_FIELD_PRESETS } from './template.ts'
+
+/**
+ * The "Add field" button and its menu of ready-made fields.
+ *
+ * Two groups. CRM presets carry a mapping and appear only while that mapping is
+ * free, because a form may carry each CRM target once. Submission-only fields
+ * always appear and may repeat. The menu owns nothing but its own open state:
+ * the field list lives with the builder, which is what `onAdd` hands the chosen
+ * preset back to.
+ */
+export interface AddFieldMenuProps {
+  readonly fields: readonly EditableField[]
+  readonly onAdd: (field: FormFieldInput) => void
+}
+
+export function AddFieldMenu({ fields, onAdd }: AddFieldMenuProps): React.JSX.Element {
+  const [open, setOpen] = useState(false)
+  const containerRef = useRef<HTMLDivElement>(null)
+  const crmPresets = unusedCrmPresets(fields)
+
+  useEffect(() => {
+    if (!open) {
+      return
+    }
+
+    function onPointerDown(event: MouseEvent): void {
+      if (containerRef.current?.contains(event.target as Node) !== true) {
+        setOpen(false)
+      }
+    }
+
+    function onKeyDown(event: KeyboardEvent): void {
+      if (event.key === 'Escape') {
+        setOpen(false)
+      }
+    }
+
+    document.addEventListener('mousedown', onPointerDown)
+    document.addEventListener('keydown', onKeyDown)
+
+    return () => {
+      document.removeEventListener('mousedown', onPointerDown)
+      document.removeEventListener('keydown', onKeyDown)
+    }
+  }, [open])
+
+  function add(field: FormFieldInput): void {
+    onAdd(field)
+    setOpen(false)
+  }
+
+  return (
+    <div className="relative" ref={containerRef}>
+      <button
+        type="button"
+        onClick={() => {
+          setOpen((current) => !current)
+        }}
+        aria-expanded={open}
+        aria-haspopup="menu"
+        className="rounded-md bg-accent px-3 py-1.5 text-[12px] font-semibold text-accent-fg transition hover:bg-accent-hover"
+      >
+        + Add field
+      </button>
+      {open && (
+        <div
+          role="menu"
+          aria-label="Field to add"
+          className="absolute right-0 z-20 mt-1.5 max-h-80 w-64 overflow-y-auto rounded-md border border-border bg-surface-raised py-1"
+        >
+          {crmPresets.length > 0 && (
+            <>
+              <p className="px-3 pb-1 pt-1.5 text-[10px] font-semibold uppercase tracking-wide text-ink-faint">
+                Writes to the CRM
+              </p>
+              {crmPresets.map((preset) => (
+                <button
+                  key={preset.mapTo}
+                  type="button"
+                  role="menuitem"
+                  onClick={() => {
+                    add(preset)
+                  }}
+                  className="flex w-full items-center justify-between gap-2 px-3 py-1.5 text-left text-[13px] text-ink transition hover:bg-surface-sunken"
+                >
+                  <span>{preset.label}</span>
+                  <span className="shrink-0 text-[11px] text-ink-faint">
+                    {FORM_FIELD_MAP_TARGET_LABELS[preset.mapTo]}
+                  </span>
+                </button>
+              ))}
+            </>
+          )}
+          <p className="px-3 pb-1 pt-1.5 text-[10px] font-semibold uppercase tracking-wide text-ink-faint">
+            Submission only
+          </p>
+          {SUBMISSION_FIELD_PRESETS.map((preset) => (
+            <button
+              key={preset.menuLabel}
+              type="button"
+              role="menuitem"
+              onClick={() => {
+                add(preset.field)
+              }}
+              className="w-full px-3 py-1.5 text-left text-[13px] text-ink transition hover:bg-surface-sunken"
+            >
+              {preset.menuLabel}
+            </button>
+          ))}
+        </div>
+      )}
+    </div>
+  )
+}