Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/components/clients/client-form-dialog.tsx

@@ -12,6 +12,7 @@ import { supabase } from "@/integrations/supabase/client";
 import { useAuth } from "@/lib/auth";
 import { Loader2, Plus, Trash2 } from "lucide-react";
 import { toast } from "sonner";
+import { ContactPickerPopover } from "./contact-picker-popover";
 
 const boardMember = z.object({
   name: z.string().trim().min(1, "Required").max(120),
@@ -299,9 +300,25 @@ export function ClientFormDialog({
               <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 className="flex gap-2">
+                    <ContactPickerPopover
+                      label="From contacts"
+                      onPick={(c) =>
+                        form.setValue("board_members", [
+                          ...board,
+                          {
+                            name: c.name,
+                            role: c.title ?? "",
+                            email: c.email ?? "",
+                            phone: c.phone ?? "",
+                          },
+                        ])
+                      }
+                    />
+                    <Button type="button" variant="outline" size="sm" onClick={addBoardMember}>
+                      <Plus className="h-3 w-3 mr-1" /> Add member
+                    </Button>
+                  </div>
                 </div>
                 <div className="space-y-2">
                   {board.length === 0 && (

src/components/clients/contact-picker-popover.tsx

@@ -0,0 +1,111 @@
+import { useEffect, useMemo, useState } from "react";
+import { Popover, PopoverContent, PopoverTrigger } from "@/components/ui/popover";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Badge } from "@/components/ui/badge";
+import { supabase } from "@/integrations/supabase/client";
+import { Search, UserSearch } from "lucide-react";
+
+interface PickResult {
+  id: string;
+  name: string;
+  email: string | null;
+  phone: string | null;
+  title: string | null;
+  company: string | null;
+  contact_type: string;
+}
+
+/**
+ * Compact "pick from contacts" popover used inside list-style editors
+ * (e.g. board members rows in the client form).
+ */
+export function ContactPickerPopover({
+  onPick,
+  label = "From contacts",
+}: {
+  onPick: (c: PickResult) => void;
+  label?: string;
+}) {
+  const [open, setOpen] = useState(false);
+  const [q, setQ] = useState("");
+  const [rows, setRows] = useState<PickResult[]>([]);
+
+  useEffect(() => {
+    if (!open) return;
+    setQ("");
+    supabase
+      .from("contacts")
+      .select("id, name, email, phone, title, company, contact_type")
+      .is("archived_at", null)
+      .order("name")
+      .limit(200)
+      .then(({ data }) => setRows((data ?? []) as PickResult[]));
+  }, [open]);
+
+  const filtered = useMemo(() => {
+    const term = q.trim().toLowerCase();
+    if (!term) return rows;
+    return rows.filter(
+      (r) =>
+        r.name.toLowerCase().includes(term) ||
+        (r.company ?? "").toLowerCase().includes(term) ||
+        (r.email ?? "").toLowerCase().includes(term),
+    );
+  }, [rows, q]);
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button type="button" variant="outline" size="sm">
+          <UserSearch className="h-3.5 w-3.5 mr-1.5" />
+          {label}
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent className="w-80 p-0" align="end">
+        <div className="p-2 border-b">
+          <div className="relative">
+            <Search className="absolute left-2.5 top-1/2 -translate-y-1/2 h-3.5 w-3.5 text-muted-foreground" />
+            <Input
+              autoFocus
+              value={q}
+              onChange={(e) => setQ(e.target.value)}
+              placeholder="Search contacts…"
+              className="h-8 pl-8 text-sm"
+            />
+          </div>
+        </div>
+        <div className="max-h-72 overflow-auto">
+          {filtered.length === 0 ? (
+            <p className="text-xs text-muted-foreground p-3">No matching contacts.</p>
+          ) : (
+            <ul className="divide-y">
+              {filtered.map((c) => (
+                <li key={c.id}>
+                  <button
+                    type="button"
+                    onClick={() => {
+                      onPick(c);
+                      setOpen(false);
+                    }}
+                    className="w-full text-left px-3 py-2 hover:bg-muted/60 flex items-center justify-between gap-2"
+                  >
+                    <div className="min-w-0">
+                      <div className="text-sm font-medium truncate">{c.name}</div>
+                      <div className="text-[11px] text-muted-foreground truncate">
+                        {[c.company, c.email].filter(Boolean).join(" · ") || "—"}
+                      </div>
+                    </div>
+                    <Badge variant="outline" className="text-[10px] shrink-0 capitalize">
+                      {c.contact_type}
+                    </Badge>
+                  </button>
+                </li>
+              ))}
+            </ul>
+          )}
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+}