Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
2026-04-16 22:49:09 +00:00
co-authored by renee-png
parent c1cd4f415b
commit 09d4acd58a
4 changed files with 659 additions and 22 deletions
@@ -0,0 +1,362 @@
import { useEffect, useState } from "react";
import { useForm } from "react-hook-form";
import { zodResolver } from "@hookform/resolvers/zod";
import { z } from "zod";
import { Dialog, DialogContent, DialogDescription, DialogHeader, DialogTitle } from "@/components/ui/dialog";
import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from "@/components/ui/form";
import { Input } from "@/components/ui/input";
import { Textarea } from "@/components/ui/textarea";
import { Button } from "@/components/ui/button";
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
import { supabase } from "@/integrations/supabase/client";
import { useAuth } from "@/lib/auth";
import { Loader2, Plus, Trash2 } from "lucide-react";
import { toast } from "sonner";
const boardMember = z.object({
name: z.string().trim().min(1, "Required").max(120),
role: z.string().trim().max(60).optional().or(z.literal("")),
email: z.string().trim().email("Invalid email").max(255).optional().or(z.literal("")),
phone: z.string().trim().max(40).optional().or(z.literal("")),
});
const schema = z.object({
client_type: z.enum(["hoa", "individual", "business"]),
name: z.string().trim().min(1, "Required").max(200),
primary_contact_name: z.string().trim().max(120).optional().or(z.literal("")),
primary_contact_email: z.string().trim().email("Invalid email").max(255).optional().or(z.literal("")),
primary_contact_phone: z.string().trim().max(40).optional().or(z.literal("")),
address_line1: z.string().trim().max(200).optional().or(z.literal("")),
city: z.string().trim().max(100).optional().or(z.literal("")),
state: z.string().trim().max(60).optional().or(z.literal("")),
postal_code: z.string().trim().max(20).optional().or(z.literal("")),
management_company: z.string().trim().max(200).optional().or(z.literal("")),
num_units: z.coerce.number().int().min(0).max(100000).optional().or(z.literal("").transform(() => undefined)),
board_members: z.array(boardMember),
notes: z.string().trim().max(5000).optional().or(z.literal("")),
});
type FormValues = z.infer<typeof schema>;
export function ClientFormDialog({
open,
onOpenChange,
onSaved,
client,
}: {
open: boolean;
onOpenChange: (v: boolean) => void;
onSaved?: () => void;
client?: any;
}) {
const { user } = useAuth();
const [submitting, setSubmitting] = useState(false);
const form = useForm<FormValues>({
resolver: zodResolver(schema),
defaultValues: {
client_type: "hoa",
name: "",
primary_contact_name: "",
primary_contact_email: "",
primary_contact_phone: "",
address_line1: "",
city: "",
state: "",
postal_code: "",
management_company: "",
num_units: undefined as any,
board_members: [],
notes: "",
},
});
useEffect(() => {
if (open) {
form.reset({
client_type: client?.client_type ?? "hoa",
name: client?.name ?? "",
primary_contact_name: client?.primary_contact_name ?? "",
primary_contact_email: client?.primary_contact_email ?? "",
primary_contact_phone: client?.primary_contact_phone ?? "",
address_line1: client?.address_line1 ?? "",
city: client?.city ?? "",
state: client?.state ?? "",
postal_code: client?.postal_code ?? "",
management_company: client?.management_company ?? "",
num_units: client?.num_units ?? (undefined as any),
board_members: client?.board_members ?? [],
notes: client?.notes ?? "",
});
}
}, [open, client, form]);
const clientType = form.watch("client_type");
const board = form.watch("board_members");
const addBoardMember = () => {
form.setValue("board_members", [...board, { name: "", role: "", email: "", phone: "" }]);
};
const removeBoardMember = (idx: number) => {
form.setValue("board_members", board.filter((_, i) => i !== idx));
};
const onSubmit = async (values: FormValues) => {
setSubmitting(true);
const payload: any = {
...values,
num_units: values.num_units || null,
// strip empty strings to nulls
...Object.fromEntries(
Object.entries(values).map(([k, v]) => [k, v === "" ? null : v]),
),
};
payload.board_members = values.board_members;
if (!client) payload.created_by = user?.id;
const { error } = client
? await supabase.from("clients").update(payload).eq("id", client.id)
: await supabase.from("clients").insert(payload);
setSubmitting(false);
if (error) {
toast.error("Could not save client", { description: error.message });
return;
}
toast.success(client ? "Client updated" : "Client created");
onOpenChange(false);
onSaved?.();
};
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-2xl max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle className="font-serif">{client ? "Edit client" : "New client"}</DialogTitle>
<DialogDescription>
HOA associations support board members and management companies. Other client types only show
relevant fields.
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
<div className="grid grid-cols-2 gap-3">
<FormField
control={form.control}
name="client_type"
render={({ field }) => (
<FormItem>
<FormLabel>Type</FormLabel>
<Select value={field.value} onValueChange={field.onChange}>
<FormControl>
<SelectTrigger><SelectValue /></SelectTrigger>
</FormControl>
<SelectContent>
<SelectItem value="hoa">HOA / Association</SelectItem>
<SelectItem value="business">Business</SelectItem>
<SelectItem value="individual">Individual</SelectItem>
</SelectContent>
</Select>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="name"
render={({ field }) => (
<FormItem>
<FormLabel>{clientType === "hoa" ? "Association name" : "Name"}</FormLabel>
<FormControl><Input {...field} /></FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
{clientType === "hoa" && (
<div className="grid grid-cols-2 gap-3">
<FormField
control={form.control}
name="management_company"
render={({ field }) => (
<FormItem>
<FormLabel>Management company</FormLabel>
<FormControl><Input {...field} /></FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="num_units"
render={({ field }) => (
<FormItem>
<FormLabel># of units</FormLabel>
<FormControl>
<Input type="number" min={0} {...field} value={field.value ?? ""} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
)}
<div className="grid grid-cols-1 sm:grid-cols-3 gap-3">
<FormField
control={form.control}
name="primary_contact_name"
render={({ field }) => (
<FormItem>
<FormLabel>Primary contact</FormLabel>
<FormControl><Input {...field} /></FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="primary_contact_email"
render={({ field }) => (
<FormItem>
<FormLabel>Email</FormLabel>
<FormControl><Input type="email" {...field} /></FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="primary_contact_phone"
render={({ field }) => (
<FormItem>
<FormLabel>Phone</FormLabel>
<FormControl><Input {...field} /></FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
<FormField
control={form.control}
name="address_line1"
render={({ field }) => (
<FormItem>
<FormLabel>Address</FormLabel>
<FormControl><Input {...field} /></FormControl>
<FormMessage />
</FormItem>
)}
/>
<div className="grid grid-cols-3 gap-3">
<FormField control={form.control} name="city" render={({ field }) => (
<FormItem><FormLabel>City</FormLabel><FormControl><Input {...field} /></FormControl><FormMessage /></FormItem>
)} />
<FormField control={form.control} name="state" render={({ field }) => (
<FormItem><FormLabel>State</FormLabel><FormControl><Input {...field} /></FormControl><FormMessage /></FormItem>
)} />
<FormField control={form.control} name="postal_code" render={({ field }) => (
<FormItem><FormLabel>Zip</FormLabel><FormControl><Input {...field} /></FormControl><FormMessage /></FormItem>
)} />
</div>
{clientType === "hoa" && (
<div>
<div className="flex items-center justify-between mb-2">
<label className="text-sm font-medium">Board members</label>
<Button type="button" variant="outline" size="sm" onClick={addBoardMember}>
<Plus className="h-3 w-3 mr-1" /> Add member
</Button>
</div>
<div className="space-y-2">
{board.length === 0 && (
<p className="text-xs text-muted-foreground italic">No board members yet.</p>
)}
{board.map((_, idx) => (
<div key={idx} className="grid grid-cols-12 gap-2 items-start p-3 border rounded-md bg-muted/30">
<Input
className="col-span-3"
placeholder="Name"
value={board[idx].name}
onChange={(e) => {
const next = [...board];
next[idx].name = e.target.value;
form.setValue("board_members", next);
}}
/>
<Input
className="col-span-2"
placeholder="Role"
value={board[idx].role}
onChange={(e) => {
const next = [...board];
next[idx].role = e.target.value;
form.setValue("board_members", next);
}}
/>
<Input
className="col-span-3"
placeholder="Email"
type="email"
value={board[idx].email}
onChange={(e) => {
const next = [...board];
next[idx].email = e.target.value;
form.setValue("board_members", next);
}}
/>
<Input
className="col-span-3"
placeholder="Phone"
value={board[idx].phone}
onChange={(e) => {
const next = [...board];
next[idx].phone = e.target.value;
form.setValue("board_members", next);
}}
/>
<Button
type="button"
variant="ghost"
size="icon"
className="col-span-1"
onClick={() => removeBoardMember(idx)}
>
<Trash2 className="h-4 w-4 text-destructive" />
</Button>
</div>
))}
</div>
</div>
)}
<FormField
control={form.control}
name="notes"
render={({ field }) => (
<FormItem>
<FormLabel>Notes</FormLabel>
<FormControl><Textarea rows={3} {...field} /></FormControl>
<FormMessage />
</FormItem>
)}
/>
<div className="flex justify-end gap-2 pt-2">
<Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type="submit" disabled={submitting}>
{submitting && <Loader2 className="h-4 w-4 mr-2 animate-spin" />}
{client ? "Save changes" : "Create client"}
</Button>
</div>
</form>
</Form>
</DialogContent>
</Dialog>
);
}
+21 -3
View File
@@ -12,6 +12,7 @@ import { Route as rootRouteImport } from './routes/__root'
import { Route as SetupRouteImport } from './routes/setup'
import { Route as LoginRouteImport } from './routes/login'
import { Route as IndexRouteImport } from './routes/index'
import { Route as ClientsIndexRouteImport } from './routes/clients.index'
const SetupRoute = SetupRouteImport.update({
id: '/setup',
@@ -28,35 +29,44 @@ const IndexRoute = IndexRouteImport.update({
path: '/',
getParentRoute: () => rootRouteImport,
} as any)
const ClientsIndexRoute = ClientsIndexRouteImport.update({
id: '/clients/',
path: '/clients/',
getParentRoute: () => rootRouteImport,
} as any)
export interface FileRoutesByFullPath {
'/': typeof IndexRoute
'/login': typeof LoginRoute
'/setup': typeof SetupRoute
'/clients/': typeof ClientsIndexRoute
}
export interface FileRoutesByTo {
'/': typeof IndexRoute
'/login': typeof LoginRoute
'/setup': typeof SetupRoute
'/clients': typeof ClientsIndexRoute
}
export interface FileRoutesById {
__root__: typeof rootRouteImport
'/': typeof IndexRoute
'/login': typeof LoginRoute
'/setup': typeof SetupRoute
'/clients/': typeof ClientsIndexRoute
}
export interface FileRouteTypes {
fileRoutesByFullPath: FileRoutesByFullPath
fullPaths: '/' | '/login' | '/setup'
fullPaths: '/' | '/login' | '/setup' | '/clients/'
fileRoutesByTo: FileRoutesByTo
to: '/' | '/login' | '/setup'
id: '__root__' | '/' | '/login' | '/setup'
to: '/' | '/login' | '/setup' | '/clients'
id: '__root__' | '/' | '/login' | '/setup' | '/clients/'
fileRoutesById: FileRoutesById
}
export interface RootRouteChildren {
IndexRoute: typeof IndexRoute
LoginRoute: typeof LoginRoute
SetupRoute: typeof SetupRoute
ClientsIndexRoute: typeof ClientsIndexRoute
}
declare module '@tanstack/react-router' {
@@ -82,6 +92,13 @@ declare module '@tanstack/react-router' {
preLoaderRoute: typeof IndexRouteImport
parentRoute: typeof rootRouteImport
}
'/clients/': {
id: '/clients/'
path: '/clients'
fullPath: '/clients/'
preLoaderRoute: typeof ClientsIndexRouteImport
parentRoute: typeof rootRouteImport
}
}
}
@@ -89,6 +106,7 @@ const rootRouteChildren: RootRouteChildren = {
IndexRoute: IndexRoute,
LoginRoute: LoginRoute,
SetupRoute: SetupRoute,
ClientsIndexRoute: ClientsIndexRoute,
}
export const routeTree = rootRouteImport
._addFileChildren(rootRouteChildren)
+132
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@@ -0,0 +1,132 @@
import { createFileRoute, Link } from "@tanstack/react-router";
import { useEffect, useState } from "react";
import { ProtectedLayout } from "@/components/protected-layout";
import { PageContainer, PageHeader } from "@/components/app-shell";
import { Button } from "@/components/ui/button";
import { Card, CardContent } from "@/components/ui/card";
import { Input } from "@/components/ui/input";
import { Badge } from "@/components/ui/badge";
import { supabase } from "@/integrations/supabase/client";
import { ClientFormDialog } from "@/components/clients/client-form-dialog";
import { Plus, Search, Building2, User, Briefcase as Building } from "lucide-react";
import { formatDate } from "@/lib/format";
export const Route = createFileRoute("/clients/")({
component: () => (
<ProtectedLayout>
<ClientsList />
</ProtectedLayout>
),
});
function ClientsList() {
const [clients, setClients] = useState<any[]>([]);
const [q, setQ] = useState("");
const [open, setOpen] = useState(false);
const load = async () => {
const { data } = await supabase
.from("clients")
.select("*")
.order("name", { ascending: true });
setClients(data ?? []);
};
useEffect(() => {
load();
}, []);
const filtered = clients.filter((c) =>
[c.name, c.management_company, c.primary_contact_name, c.primary_contact_email]
.filter(Boolean)
.join(" ")
.toLowerCase()
.includes(q.toLowerCase()),
);
const typeIcon = (t: string) =>
t === "hoa" ? Building2 : t === "business" ? Building : User;
return (
<PageContainer>
<PageHeader
title="Clients"
description="HOA associations, businesses, and individual clients."
actions={
<Button onClick={() => setOpen(true)}>
<Plus className="h-4 w-4 mr-2" />
New client
</Button>
}
/>
<div className="relative mb-4 max-w-sm">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
value={q}
onChange={(e) => setQ(e.target.value)}
placeholder="Search by name, contact, manager…"
className="pl-9"
/>
</div>
<Card className="border-border/60 overflow-hidden">
<CardContent className="p-0">
<table className="w-full text-sm">
<thead className="bg-muted/50 text-xs uppercase tracking-wider text-muted-foreground">
<tr>
<th className="text-left px-4 py-3 font-medium">Name</th>
<th className="text-left px-4 py-3 font-medium">Type</th>
<th className="text-left px-4 py-3 font-medium">Contact</th>
<th className="text-left px-4 py-3 font-medium">Units</th>
<th className="text-left px-4 py-3 font-medium">Created</th>
</tr>
</thead>
<tbody>
{filtered.length === 0 && (
<tr>
<td colSpan={5} className="text-center py-12 text-muted-foreground">
{clients.length === 0 ? "No clients yet. Add your first one." : "No matches."}
</td>
</tr>
)}
{filtered.map((c) => {
const Icon = typeIcon(c.client_type);
return (
<tr key={c.id} className="border-t hover:bg-muted/30 transition-colors">
<td className="px-4 py-3">
<Link
to="/clients/$clientId"
params={{ clientId: c.id }}
className="flex items-center gap-2 font-medium text-foreground hover:text-primary"
>
<Icon className="h-4 w-4 text-muted-foreground" />
{c.name}
</Link>
{c.management_company && (
<div className="text-xs text-muted-foreground ml-6">{c.management_company}</div>
)}
</td>
<td className="px-4 py-3">
<Badge variant="outline" className="capitalize">{c.client_type}</Badge>
</td>
<td className="px-4 py-3 text-muted-foreground">
{c.primary_contact_name || "—"}
{c.primary_contact_email && (
<div className="text-xs">{c.primary_contact_email}</div>
)}
</td>
<td className="px-4 py-3 text-muted-foreground">{c.num_units ?? "—"}</td>
<td className="px-4 py-3 text-muted-foreground">{formatDate(c.created_at)}</td>
</tr>
);
})}
</tbody>
</table>
</CardContent>
</Card>
<ClientFormDialog open={open} onOpenChange={setOpen} onSaved={load} />
</PageContainer>
);
}
+144 -19
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@@ -1,26 +1,151 @@
import { createFileRoute } from "@tanstack/react-router";
import { createFileRoute, Link } from "@tanstack/react-router";
import { useEffect, useState } from "react";
import { ProtectedLayout } from "@/components/protected-layout";
import { PageContainer, PageHeader } from "@/components/app-shell";
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
import { Button } from "@/components/ui/button";
import { supabase } from "@/integrations/supabase/client";
import { useAuth } from "@/lib/auth";
import { Briefcase, Users, Receipt, Clock, ArrowRight } from "lucide-react";
import { formatCurrency, formatDate, statusBadgeClass } from "@/lib/format";
import { Badge } from "@/components/ui/badge";
export const Route = createFileRoute("/")({
component: Index,
component: () => (
<ProtectedLayout>
<Dashboard />
</ProtectedLayout>
),
});
// IMPORTANT: Replace this placeholder. For sites with multiple pages (About, Services, Contact, etc.),
// create separate route files (about.tsx, services.tsx, contact.tsx) — don't put all pages in this file.
function PlaceholderIndex() {
return (
<div
className="flex min-h-screen items-center justify-center"
style={{ backgroundColor: "#fcfbf8" }}
>
<img
data-lovable-blank-page-placeholder="REMOVE_THIS"
src="https://cdn.gpteng.co/blank-app-v1.svg"
alt="Your app will live here!"
/>
</div>
);
interface Stats {
activeCases: number;
clients: number;
unpaidInvoices: number;
unbilledHours: number;
}
function Index() {
return <PlaceholderIndex />;
function Dashboard() {
const { user } = useAuth();
const [stats, setStats] = useState<Stats>({ activeCases: 0, clients: 0, unpaidInvoices: 0, unbilledHours: 0 });
const [recentCases, setRecentCases] = useState<any[]>([]);
const [recentInvoices, setRecentInvoices] = useState<any[]>([]);
useEffect(() => {
(async () => {
const [casesRes, clientsRes, invoicesRes, timeRes, recentCasesRes, recentInvRes] = await Promise.all([
supabase.from("cases").select("id", { count: "exact", head: true }).in("status", ["intake", "active", "on_hold"]),
supabase.from("clients").select("id", { count: "exact", head: true }),
supabase.from("invoices").select("total, amount_paid").in("status", ["sent", "overdue"]),
supabase.from("time_entries").select("hours").is("invoice_id", null).eq("billable", true),
supabase.from("cases").select("id, case_number, title, status, updated_at, client:clients(name)").order("updated_at", { ascending: false }).limit(5),
supabase.from("invoices").select("id, invoice_number, total, status, issue_date, client:clients(name)").order("created_at", { ascending: false }).limit(5),
]);
const unpaid = (invoicesRes.data ?? []).reduce(
(sum, i) => sum + (Number(i.total) - Number(i.amount_paid)),
0,
);
const hours = (timeRes.data ?? []).reduce((s, t) => s + Number(t.hours), 0);
setStats({
activeCases: casesRes.count ?? 0,
clients: clientsRes.count ?? 0,
unpaidInvoices: unpaid,
unbilledHours: hours,
});
setRecentCases(recentCasesRes.data ?? []);
setRecentInvoices(recentInvRes.data ?? []);
})();
}, [user?.id]);
const cards = [
{ label: "Active cases", value: stats.activeCases, icon: Briefcase, to: "/cases" },
{ label: "Clients", value: stats.clients, icon: Users, to: "/clients" },
{ label: "Unbilled hours", value: stats.unbilledHours.toFixed(1), icon: Clock, to: "/cases" },
{ label: "Outstanding A/R", value: formatCurrency(stats.unpaidInvoices), icon: Receipt, to: "/invoices" },
];
return (
<PageContainer>
<PageHeader title="Dashboard" description="Practice snapshot and recent activity." />
<div className="grid grid-cols-2 lg:grid-cols-4 gap-4 mb-8">
{cards.map((c) => (
<Link key={c.label} to={c.to} className="group">
<Card className="border-border/60 hover:border-primary/40 transition-colors">
<CardContent className="p-5">
<div className="flex items-start justify-between mb-3">
<div className="text-xs uppercase tracking-wider text-muted-foreground">{c.label}</div>
<c.icon className="h-4 w-4 text-muted-foreground group-hover:text-primary" />
</div>
<div className="font-serif text-3xl text-foreground">{c.value}</div>
</CardContent>
</Card>
</Link>
))}
</div>
<div className="grid lg:grid-cols-2 gap-6">
<Card className="border-border/60">
<CardHeader className="flex flex-row items-center justify-between">
<CardTitle className="font-serif text-lg">Recent cases</CardTitle>
<Button asChild variant="ghost" size="sm">
<Link to="/cases">View all <ArrowRight className="h-3 w-3 ml-1" /></Link>
</Button>
</CardHeader>
<CardContent className="space-y-1">
{recentCases.length === 0 && <p className="text-sm text-muted-foreground">No cases yet.</p>}
{recentCases.map((c) => (
<Link
key={c.id}
to="/cases/$caseId"
params={{ caseId: c.id }}
className="flex items-center justify-between py-2.5 px-2 rounded-md hover:bg-muted/60 -mx-2"
>
<div className="min-w-0">
<div className="text-sm font-medium truncate">{c.title}</div>
<div className="text-xs text-muted-foreground">
{c.case_number} · {c.client?.name}
</div>
</div>
<Badge variant="outline" className={statusBadgeClass(c.status)}>{c.status.replace("_", " ")}</Badge>
</Link>
))}
</CardContent>
</Card>
<Card className="border-border/60">
<CardHeader className="flex flex-row items-center justify-between">
<CardTitle className="font-serif text-lg">Recent invoices</CardTitle>
<Button asChild variant="ghost" size="sm">
<Link to="/invoices">View all <ArrowRight className="h-3 w-3 ml-1" /></Link>
</Button>
</CardHeader>
<CardContent className="space-y-1">
{recentInvoices.length === 0 && <p className="text-sm text-muted-foreground">No invoices yet.</p>}
{recentInvoices.map((i) => (
<Link
key={i.id}
to="/invoices/$invoiceId"
params={{ invoiceId: i.id }}
className="flex items-center justify-between py-2.5 px-2 rounded-md hover:bg-muted/60 -mx-2"
>
<div className="min-w-0">
<div className="text-sm font-medium">{i.invoice_number}</div>
<div className="text-xs text-muted-foreground">
{i.client?.name} · {formatDate(i.issue_date)}
</div>
</div>
<div className="flex items-center gap-2">
<span className="text-sm font-medium">{formatCurrency(i.total)}</span>
<Badge variant="outline" className={statusBadgeClass(i.status)}>{i.status}</Badge>
</div>
</Link>
))}
</CardContent>
</Card>
</div>
</PageContainer>
);
}