Added custom fields for clients
X-Lovable-Edit-ID: edt-96db0b90-3364-47ab-ac3a-cd861e5a0aa6 Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
@@ -0,0 +1,116 @@
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import { useEffect, useState } from "react";
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import { supabase } from "@/integrations/supabase/client";
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import { Card, CardContent } from "@/components/ui/card";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import { Textarea } from "@/components/ui/textarea";
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import { Button } from "@/components/ui/button";
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import { Loader2, Save } from "lucide-react";
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import { toast } from "sonner";
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interface FieldDef {
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id: string;
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key: string;
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label: string;
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field_type: string;
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description: string | null;
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}
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export function ClientCustomFieldsTab({ clientId }: { clientId: string }) {
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const [defs, setDefs] = useState<FieldDef[]>([]);
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const [values, setValues] = useState<Record<string, string>>({});
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const [loading, setLoading] = useState(true);
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const [saving, setSaving] = useState(false);
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useEffect(() => {
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(async () => {
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setLoading(true);
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const [{ data: d }, { data: v }] = await Promise.all([
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supabase
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.from("custom_client_fields")
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.select("id,key,label,field_type,description")
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.eq("active", true)
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.order("sort_order"),
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supabase.from("client_field_values").select("field_id,value").eq("client_id", clientId),
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]);
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const list = (d ?? []) as FieldDef[];
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setDefs(list);
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const map: Record<string, string> = {};
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(v ?? []).forEach((row: any) => {
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map[row.field_id] = row.value ?? "";
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});
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setValues(map);
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setLoading(false);
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})();
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}, [clientId]);
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const save = async () => {
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setSaving(true);
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const rows = defs.map((d) => ({
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client_id: clientId,
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field_id: d.id,
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value: values[d.id] ?? "",
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}));
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for (const row of rows) {
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const { error } = await supabase
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.from("client_field_values")
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.upsert(row, { onConflict: "client_id,field_id" });
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if (error) {
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toast.error("Save failed", { description: error.message });
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setSaving(false);
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return;
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}
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}
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setSaving(false);
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toast.success("Custom fields saved");
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};
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if (loading) return <p className="text-sm text-muted-foreground">Loading…</p>;
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if (defs.length === 0) {
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return (
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<Card>
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<CardContent className="pt-6">
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<p className="text-sm text-muted-foreground">
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No custom client fields are configured. An admin can add them in <strong>Settings → Custom client fields</strong>.
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</p>
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</CardContent>
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</Card>
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);
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}
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return (
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<Card>
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<CardContent className="pt-6 space-y-4">
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<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
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{defs.map((d) => (
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<div key={d.id} className={d.field_type === "textarea" ? "md:col-span-2" : ""}>
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<Label className="flex items-center gap-2">
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{d.label}
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<code className="text-[10px] font-mono text-muted-foreground">{`{{client.custom.${d.key}}}`}</code>
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</Label>
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{d.field_type === "textarea" ? (
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<Textarea
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rows={3}
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value={values[d.id] ?? ""}
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onChange={(e) => setValues((m) => ({ ...m, [d.id]: e.target.value }))}
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/>
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) : (
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<Input
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type={d.field_type === "number" ? "number" : d.field_type === "date" ? "date" : "text"}
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value={values[d.id] ?? ""}
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onChange={(e) => setValues((m) => ({ ...m, [d.id]: e.target.value }))}
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/>
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)}
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{d.description && <p className="text-[11px] text-muted-foreground mt-1">{d.description}</p>}
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</div>
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))}
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</div>
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<Button onClick={save} disabled={saving}>
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{saving ? <Loader2 className="h-4 w-4 mr-2 animate-spin" /> : <Save className="h-4 w-4 mr-2" />}
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Save changes
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</Button>
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</CardContent>
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</Card>
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);
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}
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@@ -412,6 +412,48 @@ export type Database = {
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},
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]
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}
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client_field_values: {
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Row: {
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client_id: string
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created_at: string
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field_id: string
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id: string
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updated_at: string
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value: string | null
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}
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Insert: {
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client_id: string
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created_at?: string
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field_id: string
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id?: string
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updated_at?: string
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value?: string | null
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}
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Update: {
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client_id?: string
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created_at?: string
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field_id?: string
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id?: string
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updated_at?: string
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value?: string | null
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}
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Relationships: [
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{
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foreignKeyName: "client_field_values_client_id_fkey"
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columns: ["client_id"]
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isOneToOne: false
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referencedRelation: "clients"
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referencedColumns: ["id"]
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},
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{
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foreignKeyName: "client_field_values_field_id_fkey"
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columns: ["field_id"]
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isOneToOne: false
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referencedRelation: "custom_client_fields"
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referencedColumns: ["id"]
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},
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]
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}
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clients: {
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Row: {
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address_line1: string | null
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@@ -1007,6 +1049,45 @@ export type Database = {
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}
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Relationships: []
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}
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custom_client_fields: {
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Row: {
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active: boolean
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created_at: string
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created_by: string | null
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description: string | null
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field_type: string
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id: string
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key: string
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label: string
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sort_order: number
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updated_at: string
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}
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Insert: {
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active?: boolean
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created_at?: string
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created_by?: string | null
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description?: string | null
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field_type?: string
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id?: string
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key: string
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label: string
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sort_order?: number
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updated_at?: string
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}
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Update: {
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active?: boolean
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created_at?: string
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created_by?: string | null
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description?: string | null
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field_type?: string
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id?: string
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key?: string
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label?: string
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sort_order?: number
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updated_at?: string
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}
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Relationships: []
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}
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custom_form_templates: {
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Row: {
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body_html: string
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@@ -36,6 +36,7 @@ import { Route as SettingsImapRouteImport } from './routes/settings.imap'
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import { Route as SettingsFormTemplatesRouteImport } from './routes/settings.form-templates'
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import { Route as SettingsFeesRouteImport } from './routes/settings.fees'
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import { Route as SettingsCustomFieldsRouteImport } from './routes/settings.custom-fields'
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import { Route as SettingsClientFieldsRouteImport } from './routes/settings.client-fields'
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import { Route as InvoicesInvoiceIdRouteImport } from './routes/invoices.$invoiceId'
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import { Route as HooksPollImapRouteImport } from './routes/hooks/poll-imap'
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import { Route as ContactsContactIdRouteImport } from './routes/contacts.$contactId'
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@@ -184,6 +185,11 @@ const SettingsCustomFieldsRoute = SettingsCustomFieldsRouteImport.update({
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path: '/custom-fields',
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getParentRoute: () => SettingsRoute,
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} as any)
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const SettingsClientFieldsRoute = SettingsClientFieldsRouteImport.update({
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id: '/client-fields',
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path: '/client-fields',
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getParentRoute: () => SettingsRoute,
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} as any)
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const InvoicesInvoiceIdRoute = InvoicesInvoiceIdRouteImport.update({
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id: '/invoices/$invoiceId',
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path: '/invoices/$invoiceId',
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@@ -259,6 +265,7 @@ export interface FileRoutesByFullPath {
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'/contacts/$contactId': typeof ContactsContactIdRoute
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'/hooks/poll-imap': typeof HooksPollImapRoute
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'/invoices/$invoiceId': typeof InvoicesInvoiceIdRoute
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'/settings/client-fields': typeof SettingsClientFieldsRoute
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'/settings/custom-fields': typeof SettingsCustomFieldsRoute
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'/settings/fees': typeof SettingsFeesRoute
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'/settings/form-templates': typeof SettingsFormTemplatesRoute
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@@ -299,6 +306,7 @@ export interface FileRoutesByTo {
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'/contacts/$contactId': typeof ContactsContactIdRoute
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'/hooks/poll-imap': typeof HooksPollImapRoute
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'/invoices/$invoiceId': typeof InvoicesInvoiceIdRoute
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'/settings/client-fields': typeof SettingsClientFieldsRoute
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'/settings/custom-fields': typeof SettingsCustomFieldsRoute
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'/settings/fees': typeof SettingsFeesRoute
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'/settings/form-templates': typeof SettingsFormTemplatesRoute
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@@ -341,6 +349,7 @@ export interface FileRoutesById {
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'/contacts/$contactId': typeof ContactsContactIdRoute
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'/hooks/poll-imap': typeof HooksPollImapRoute
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'/invoices/$invoiceId': typeof InvoicesInvoiceIdRoute
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'/settings/client-fields': typeof SettingsClientFieldsRoute
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'/settings/custom-fields': typeof SettingsCustomFieldsRoute
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'/settings/fees': typeof SettingsFeesRoute
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'/settings/form-templates': typeof SettingsFormTemplatesRoute
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@@ -384,6 +393,7 @@ export interface FileRouteTypes {
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| '/contacts/$contactId'
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| '/hooks/poll-imap'
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| '/invoices/$invoiceId'
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| '/settings/client-fields'
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| '/settings/custom-fields'
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| '/settings/fees'
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| '/settings/form-templates'
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@@ -424,6 +434,7 @@ export interface FileRouteTypes {
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| '/contacts/$contactId'
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| '/hooks/poll-imap'
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| '/invoices/$invoiceId'
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| '/settings/client-fields'
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| '/settings/custom-fields'
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| '/settings/fees'
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| '/settings/form-templates'
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@@ -465,6 +476,7 @@ export interface FileRouteTypes {
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| '/contacts/$contactId'
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| '/hooks/poll-imap'
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| '/invoices/$invoiceId'
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| '/settings/client-fields'
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| '/settings/custom-fields'
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| '/settings/fees'
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| '/settings/form-templates'
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@@ -717,6 +729,13 @@ declare module '@tanstack/react-router' {
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preLoaderRoute: typeof SettingsCustomFieldsRouteImport
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parentRoute: typeof SettingsRoute
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}
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'/settings/client-fields': {
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id: '/settings/client-fields'
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path: '/client-fields'
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fullPath: '/settings/client-fields'
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preLoaderRoute: typeof SettingsClientFieldsRouteImport
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parentRoute: typeof SettingsRoute
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}
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'/invoices/$invoiceId': {
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id: '/invoices/$invoiceId'
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path: '/invoices/$invoiceId'
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@@ -805,6 +824,7 @@ declare module '@tanstack/react-router' {
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}
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interface SettingsRouteChildren {
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SettingsClientFieldsRoute: typeof SettingsClientFieldsRoute
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SettingsCustomFieldsRoute: typeof SettingsCustomFieldsRoute
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SettingsFeesRoute: typeof SettingsFeesRoute
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SettingsFormTemplatesRoute: typeof SettingsFormTemplatesRoute
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@@ -818,6 +838,7 @@ interface SettingsRouteChildren {
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}
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const SettingsRouteChildren: SettingsRouteChildren = {
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SettingsClientFieldsRoute: SettingsClientFieldsRoute,
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SettingsCustomFieldsRoute: SettingsCustomFieldsRoute,
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SettingsFeesRoute: SettingsFeesRoute,
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SettingsFormTemplatesRoute: SettingsFormTemplatesRoute,
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@@ -9,8 +9,9 @@ import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
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import { supabase } from "@/integrations/supabase/client";
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import { ClientFormDialog } from "@/components/clients/client-form-dialog";
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import { useAuth } from "@/lib/auth";
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import { ArrowLeft, Edit, Plus, Building2, User, MapPin, Mail, Phone, Users, Activity, Briefcase, FileDown, Contact, Receipt, Archive, ArchiveRestore } from "lucide-react";
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import { ArrowLeft, Edit, Plus, Building2, User, MapPin, Mail, Phone, Users, Activity, Briefcase, FileDown, Contact, Receipt, Archive, ArchiveRestore, ListPlus } from "lucide-react";
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import { ContactsLinkTab } from "@/components/contacts/contacts-link-tab";
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import { ClientCustomFieldsTab } from "@/components/clients/client-custom-fields-tab";
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import { formatCurrency, formatDate, formatDateTime, statusBadgeClass } from "@/lib/format";
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import { toast } from "sonner";
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import { downloadStatusReport } from "@/lib/status-pdf";
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@@ -235,6 +236,7 @@ function ClientDetail() {
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<TabsTrigger value="cases" className="flex-1"><Briefcase className="h-3.5 w-3.5 mr-1.5" />Cases</TabsTrigger>
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<TabsTrigger value="status" className="flex-1"><Activity className="h-3.5 w-3.5 mr-1.5" />Status</TabsTrigger>
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<TabsTrigger value="contacts" className="flex-1"><Contact className="h-3.5 w-3.5 mr-1.5" />Contacts</TabsTrigger>
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<TabsTrigger value="custom" className="flex-1"><ListPlus className="h-3.5 w-3.5 mr-1.5" />Fields</TabsTrigger>
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</TabsList>
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<TabsContent value="cases">
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@@ -308,6 +310,10 @@ function ClientDetail() {
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<TabsContent value="contacts">
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<ContactsLinkTab parentId={clientId} parentTable="client_contacts" />
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</TabsContent>
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<TabsContent value="custom">
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<ClientCustomFieldsTab clientId={clientId} />
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</TabsContent>
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</Tabs>
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</CardContent>
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</Card>
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@@ -0,0 +1,208 @@
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import { createFileRoute } from "@tanstack/react-router";
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import { useEffect, useState } from "react";
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import { supabase } from "@/integrations/supabase/client";
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import { useAuth } from "@/lib/auth";
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import { Button } from "@/components/ui/button";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
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import { Switch } from "@/components/ui/switch";
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import { Trash2, Plus, Loader2 } from "lucide-react";
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import { toast } from "sonner";
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export const Route = createFileRoute("/settings/client-fields")({
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component: ClientFieldsPage,
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});
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interface CustomField {
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id: string;
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key: string;
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label: string;
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field_type: string;
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description: string | null;
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sort_order: number;
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active: boolean;
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}
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const TYPES = [
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{ value: "text", label: "Text" },
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{ value: "number", label: "Number" },
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{ value: "date", label: "Date" },
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{ value: "textarea", label: "Long text" },
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];
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function slugify(s: string) {
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return s
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.toLowerCase()
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.replace(/[^a-z0-9]+/g, "_")
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.replace(/^_|_$/g, "")
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.slice(0, 40);
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}
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function ClientFieldsPage() {
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const { isAdmin } = useAuth();
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const [fields, setFields] = useState<CustomField[]>([]);
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const [loading, setLoading] = useState(true);
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const [saving, setSaving] = useState(false);
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const [form, setForm] = useState({ label: "", key: "", field_type: "text", description: "" });
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const load = async () => {
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setLoading(true);
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const { data } = await supabase
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.from("custom_client_fields")
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.select("*")
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.order("sort_order", { ascending: true })
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.order("created_at", { ascending: true });
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setFields((data ?? []) as CustomField[]);
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setLoading(false);
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};
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useEffect(() => {
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load();
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}, []);
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const add = async () => {
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const label = form.label.trim();
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if (!label) {
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toast.error("Label is required");
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return;
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}
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const key = (form.key.trim() || slugify(label)).toLowerCase();
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if (!key) {
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toast.error("Could not derive a key from label");
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return;
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}
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setSaving(true);
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const { error } = await supabase.from("custom_client_fields").insert({
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label,
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key,
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field_type: form.field_type,
|
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description: form.description.trim() || null,
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sort_order: fields.length,
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});
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setSaving(false);
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if (error) {
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toast.error("Could not add field", { description: error.message });
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return;
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}
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setForm({ label: "", key: "", field_type: "text", description: "" });
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toast.success("Field added");
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load();
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};
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const update = async (id: string, patch: Partial<CustomField>) => {
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const { error } = await supabase.from("custom_client_fields").update(patch).eq("id", id);
|
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if (error) toast.error(error.message);
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else load();
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};
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const remove = async (id: string) => {
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if (!confirm("Delete this custom field? Existing client values will be removed.")) return;
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const { error } = await supabase.from("custom_client_fields").delete().eq("id", id);
|
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if (error) toast.error(error.message);
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else {
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toast.success("Field removed");
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load();
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||||
}
|
||||
};
|
||||
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||||
if (!isAdmin) {
|
||||
return <p className="text-sm text-muted-foreground">Only admins can manage custom client fields.</p>;
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="text-base">Add a custom client field</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent className="space-y-4">
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 gap-3">
|
||||
<div>
|
||||
<Label>Label</Label>
|
||||
<Input
|
||||
value={form.label}
|
||||
placeholder="e.g. Tax ID"
|
||||
onChange={(e) => setForm({ ...form, label: e.target.value, key: form.key || slugify(e.target.value) })}
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<Label>Variable key</Label>
|
||||
<Input
|
||||
value={form.key}
|
||||
placeholder="auto from label"
|
||||
onChange={(e) => setForm({ ...form, key: slugify(e.target.value) })}
|
||||
/>
|
||||
<p className="text-[11px] text-muted-foreground mt-1">
|
||||
Used in templates as <code className="font-mono">{`{{client.custom.${form.key || "your_key"}}}`}</code>
|
||||
</p>
|
||||
</div>
|
||||
<div>
|
||||
<Label>Type</Label>
|
||||
<Select value={form.field_type} onValueChange={(v) => setForm({ ...form, field_type: v })}>
|
||||
<SelectTrigger><SelectValue /></SelectTrigger>
|
||||
<SelectContent>
|
||||
{TYPES.map((t) => <SelectItem key={t.value} value={t.value}>{t.label}</SelectItem>)}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
<div>
|
||||
<Label>Description (optional)</Label>
|
||||
<Input
|
||||
value={form.description}
|
||||
onChange={(e) => setForm({ ...form, description: e.target.value })}
|
||||
placeholder="Short helper text"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<Button onClick={add} disabled={saving}>
|
||||
{saving ? <Loader2 className="h-4 w-4 mr-2 animate-spin" /> : <Plus className="h-4 w-4 mr-2" />}
|
||||
Add field
|
||||
</Button>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="text-base">Existing fields ({fields.length})</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
{loading ? (
|
||||
<p className="text-sm text-muted-foreground">Loading…</p>
|
||||
) : fields.length === 0 ? (
|
||||
<p className="text-sm text-muted-foreground">No custom client fields yet. Add one above to get started.</p>
|
||||
) : (
|
||||
<div className="divide-y border rounded-md">
|
||||
{fields.map((f) => (
|
||||
<div key={f.id} className="p-3 grid grid-cols-1 md:grid-cols-[1fr_1fr_140px_100px_40px] gap-2 items-center">
|
||||
<Input
|
||||
value={f.label}
|
||||
onChange={(e) => setFields((xs) => xs.map((x) => x.id === f.id ? { ...x, label: e.target.value } : x))}
|
||||
onBlur={(e) => update(f.id, { label: e.target.value })}
|
||||
/>
|
||||
<div>
|
||||
<code className="font-mono text-xs text-primary">{`{{client.custom.${f.key}}}`}</code>
|
||||
</div>
|
||||
<Select value={f.field_type} onValueChange={(v) => update(f.id, { field_type: v })}>
|
||||
<SelectTrigger className="h-9"><SelectValue /></SelectTrigger>
|
||||
<SelectContent>
|
||||
{TYPES.map((t) => <SelectItem key={t.value} value={t.value}>{t.label}</SelectItem>)}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<div className="flex items-center gap-2">
|
||||
<Switch checked={f.active} onCheckedChange={(v) => update(f.id, { active: v })} />
|
||||
<span className="text-xs text-muted-foreground">Active</span>
|
||||
</div>
|
||||
<Button variant="ghost" size="icon" onClick={() => remove(f.id)}>
|
||||
<Trash2 className="h-4 w-4 text-destructive" />
|
||||
</Button>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -14,6 +14,7 @@ const TABS = [
|
||||
{ to: "/settings", label: "Company", exact: true },
|
||||
{ to: "/settings/fees", label: "Fee schedule" },
|
||||
{ to: "/settings/custom-fields", label: "Custom case fields" },
|
||||
{ to: "/settings/client-fields", label: "Custom client fields" },
|
||||
{ to: "/settings/form-templates", label: "Form templates" },
|
||||
{ to: "/settings/workflow", label: "Collections workflow" },
|
||||
{ to: "/settings/workflows", label: "Task workflows" },
|
||||
|
||||
@@ -0,0 +1,63 @@
|
||||
-- Custom client fields (admin-defined)
|
||||
CREATE TABLE public.custom_client_fields (
|
||||
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
|
||||
key text NOT NULL UNIQUE,
|
||||
label text NOT NULL,
|
||||
field_type text NOT NULL DEFAULT 'text',
|
||||
description text,
|
||||
sort_order integer NOT NULL DEFAULT 0,
|
||||
active boolean NOT NULL DEFAULT true,
|
||||
created_by uuid,
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
updated_at timestamptz NOT NULL DEFAULT now()
|
||||
);
|
||||
|
||||
ALTER TABLE public.custom_client_fields ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
CREATE POLICY ccf_client_select_auth ON public.custom_client_fields
|
||||
FOR SELECT TO authenticated USING (true);
|
||||
CREATE POLICY ccf_client_insert_admin ON public.custom_client_fields
|
||||
FOR INSERT TO authenticated WITH CHECK (is_admin(auth.uid()));
|
||||
CREATE POLICY ccf_client_update_admin ON public.custom_client_fields
|
||||
FOR UPDATE TO authenticated USING (is_admin(auth.uid()));
|
||||
CREATE POLICY ccf_client_delete_admin ON public.custom_client_fields
|
||||
FOR DELETE TO authenticated USING (is_admin(auth.uid()));
|
||||
|
||||
CREATE TRIGGER trg_ccf_client_updated_at
|
||||
BEFORE UPDATE ON public.custom_client_fields
|
||||
FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
|
||||
|
||||
-- Per-client values
|
||||
CREATE TABLE public.client_field_values (
|
||||
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
|
||||
client_id uuid NOT NULL REFERENCES public.clients(id) ON DELETE CASCADE,
|
||||
field_id uuid NOT NULL REFERENCES public.custom_client_fields(id) ON DELETE CASCADE,
|
||||
value text,
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
updated_at timestamptz NOT NULL DEFAULT now(),
|
||||
UNIQUE (client_id, field_id)
|
||||
);
|
||||
|
||||
ALTER TABLE public.client_field_values ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
-- Anyone authenticated can view; admins or client creator can manage
|
||||
CREATE POLICY clfv_select_auth ON public.client_field_values
|
||||
FOR SELECT TO authenticated USING (true);
|
||||
CREATE POLICY clfv_insert_auth ON public.client_field_values
|
||||
FOR INSERT TO authenticated WITH CHECK (auth.uid() IS NOT NULL);
|
||||
CREATE POLICY clfv_update_auth ON public.client_field_values
|
||||
FOR UPDATE TO authenticated USING (
|
||||
is_admin(auth.uid())
|
||||
OR EXISTS (SELECT 1 FROM public.clients c WHERE c.id = client_id AND c.created_by = auth.uid())
|
||||
);
|
||||
CREATE POLICY clfv_delete_auth ON public.client_field_values
|
||||
FOR DELETE TO authenticated USING (
|
||||
is_admin(auth.uid())
|
||||
OR EXISTS (SELECT 1 FROM public.clients c WHERE c.id = client_id AND c.created_by = auth.uid())
|
||||
);
|
||||
|
||||
CREATE TRIGGER trg_clfv_updated_at
|
||||
BEFORE UPDATE ON public.client_field_values
|
||||
FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
|
||||
|
||||
CREATE INDEX idx_client_field_values_client ON public.client_field_values(client_id);
|
||||
Reference in New Issue
Block a user