Files
mylegal-stage-law/src/routes/clients.$clientId.tsx
T
2026-04-22 17:43:56 +00:00

375 lines
17 KiB
TypeScript

import { createFileRoute, Link, useNavigate } 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 { Badge } from "@/components/ui/badge";
import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
import { supabase } from "@/integrations/supabase/client";
import { ClientFormDialog } from "@/components/clients/client-form-dialog";
import { useAuth } from "@/lib/auth";
import { ArrowLeft, Edit, Plus, Building2, User, MapPin, Mail, Phone, Users, Activity, Briefcase, FileDown, Contact, Receipt, Archive, ArchiveRestore, ListPlus, Save, DollarSign } from "lucide-react";
import { ContactsLinkTab } from "@/components/contacts/contacts-link-tab";
import { ClientCustomFieldsTab } from "@/components/clients/client-custom-fields-tab";
import { AdjustFeesTab } from "@/components/clients/adjust-fees-tab";
import { formatCurrency, formatDate, formatDateTime, statusBadgeClass } from "@/lib/format";
import { toast } from "sonner";
import { downloadStatusReport, saveStatusReportToDb } from "@/lib/status-pdf";
import { TrustAccountPanel } from "@/components/trust/trust-account-panel";
import { setArchived } from "@/lib/archive";
export const Route = createFileRoute("/clients/$clientId")({
component: () => (
<ProtectedLayout>
<ClientDetail />
</ProtectedLayout>
),
});
function ClientDetail() {
const { clientId } = Route.useParams();
const navigate = useNavigate();
const { user, isAdmin } = useAuth();
const [client, setClient] = useState<any>(null);
const [cases, setCases] = useState<any[]>([]);
const [statusEntries, setStatusEntries] = useState<any[]>([]);
const [loading, setLoading] = useState(true);
const [editOpen, setEditOpen] = useState(false);
const load = async () => {
setLoading(true);
const [{ data: c, error: ce }, { data: cs }] = await Promise.all([
supabase.from("clients").select("*").eq("id", clientId).maybeSingle(),
supabase.from("cases").select("id, case_number, title, status, opened_at").eq("client_id", clientId).order("opened_at", { ascending: false }),
]);
if (ce) toast.error("Failed to load client", { description: ce.message });
const caseIds = (cs ?? []).map((x: any) => x.id);
let totals: Record<string, { hours: number; amount: number }> = {};
let updates: any[] = [];
if (caseIds.length) {
const [{ data: te }, { data: su }] = await Promise.all([
supabase
.from("time_entries")
.select("case_id, hours, hourly_rate, billable")
.in("case_id", caseIds)
.eq("billable", true),
supabase
.from("status_updates")
.select("*")
.in("case_id", caseIds)
.order("title", { ascending: false }),
]);
(te ?? []).forEach((t: any) => {
const h = Number(t.hours) || 0;
const r = Number(t.hourly_rate) || 0;
if (!totals[t.case_id]) totals[t.case_id] = { hours: 0, amount: 0 };
totals[t.case_id].hours += h;
totals[t.case_id].amount += h * r;
});
const ids = Array.from(new Set((su ?? []).map((d: any) => d.created_by).filter(Boolean)));
let profileMap: Record<string, any> = {};
if (ids.length) {
const { data: profs } = await supabase.from("profiles").select("id, full_name, email").in("id", ids);
profileMap = Object.fromEntries((profs ?? []).map((p: any) => [p.id, p]));
}
const caseMap = Object.fromEntries((cs ?? []).map((x: any) => [x.id, x]));
updates = (su ?? []).map((d: any) => ({
...d,
user: d.created_by ? profileMap[d.created_by] : null,
case: caseMap[d.case_id],
}));
}
setClient(c);
setCases((cs ?? []).map((x: any) => ({ ...x, billed: totals[x.id] ?? { hours: 0, amount: 0 } })));
setStatusEntries(updates);
setLoading(false);
};
useEffect(() => {
load();
}, [clientId]);
if (loading) {
return (
<PageContainer>
<p className="text-muted-foreground">Loading…</p>
</PageContainer>
);
}
if (!client) {
return (
<PageContainer>
<p className="text-muted-foreground">Client not found.</p>
<Button variant="outline" className="mt-3" asChild>
<Link to="/clients"><ArrowLeft className="h-4 w-4 mr-2" /> Back to clients</Link>
</Button>
</PageContainer>
);
}
const Icon =
client.client_type === "hoa" || client.client_type === "condo" ? Building2 : User;
const canEdit = isAdmin || client.created_by === user?.id;
return (
<PageContainer>
<Button variant="ghost" size="sm" asChild className="mb-3 -ml-2">
<Link to="/clients"><ArrowLeft className="h-4 w-4 mr-1" /> All clients</Link>
</Button>
<PageHeader
title={client.name}
description={client.management_company || client.client_type.toUpperCase()}
actions={
<>
{client.archived_at && (
<Badge variant="outline" className="bg-muted text-muted-foreground">
<Archive className="h-3 w-3 mr-1" /> Archived
</Badge>
)}
{canEdit && (
<Button variant="outline" onClick={() => setEditOpen(true)}>
<Edit className="h-4 w-4 mr-2" /> Edit
</Button>
)}
{canEdit && (
<Button
variant="outline"
onClick={async () => {
if (await setArchived("clients", client.id, !client.archived_at)) load();
}}
>
{client.archived_at ? (
<><ArchiveRestore className="h-4 w-4 mr-2" /> Restore</>
) : (
<><Archive className="h-4 w-4 mr-2" /> Archive</>
)}
</Button>
)}
<Button variant="outline" onClick={() => navigate({ to: "/invoices/new/$clientId", params: { clientId: client.id } })}>
<Receipt className="h-4 w-4 mr-2" /> Generate invoice
</Button>
<Button onClick={() => navigate({ to: "/cases/new", search: { clientId: client.id } })}>
<Plus className="h-4 w-4 mr-2" /> New case
</Button>
</>
}
/>
<div className="grid lg:grid-cols-3 gap-6">
<div className="lg:col-span-2 space-y-6">
<Card className="border-border/60">
<CardContent className="p-5">
<div className="flex items-center gap-2 mb-4">
<Icon className="h-4 w-4 text-muted-foreground" />
<h3 className="font-serif text-lg">Details</h3>
</div>
<dl className="grid grid-cols-2 gap-y-3 gap-x-6 text-sm">
<DetailRow label="Type" value={client.client_type} />
{(client.client_type === "hoa" || client.client_type === "condo") && (
<>
<DetailRow label="Units" value={client.num_units} />
<DetailRow label="Management Co." value={client.management_company} />
<DetailRow
label="Interest rate"
value={
client.annual_interest_rate != null
? `${client.annual_interest_rate}% per annum`
: null
}
/>
</>
)}
<DetailRow label="Primary contact" value={client.primary_contact_name} />
<DetailRow label="Email" value={client.primary_contact_email} icon={Mail} />
<DetailRow label="Phone" value={client.primary_contact_phone} icon={Phone} />
<DetailRow
label="Address"
value={
[client.address_line1, client.city, client.state, client.postal_code]
.filter(Boolean)
.join(", ") || null
}
icon={MapPin}
/>
</dl>
{client.notes && (
<div className="mt-4 pt-4 border-t">
<div className="text-xs uppercase tracking-wider text-muted-foreground mb-1">Notes</div>
<p className="text-sm whitespace-pre-wrap">{client.notes}</p>
</div>
)}
</CardContent>
</Card>
{(client.client_type === "hoa" || client.client_type === "condo") && client.board_members?.length > 0 && (
<Card className="border-border/60">
<CardContent className="p-5">
<div className="flex items-center gap-2 mb-3">
<Users className="h-4 w-4 text-muted-foreground" />
<h3 className="font-serif text-lg">Board members</h3>
</div>
<div className="divide-y">
{client.board_members.map((m: any, i: number) => (
<div key={i} className="py-2.5 flex flex-wrap items-baseline gap-x-4 gap-y-1 text-sm">
<span className="font-medium">{m.name}</span>
{m.role && <span className="text-xs uppercase tracking-wider text-muted-foreground">{m.role}</span>}
{m.email && <span className="text-muted-foreground">{m.email}</span>}
{m.phone && <span className="text-muted-foreground">{m.phone}</span>}
</div>
))}
</div>
</CardContent>
</Card>
)}
<TrustAccountPanel clientId={clientId} />
</div>
<Card className="border-border/60 h-fit">
<CardContent className="p-5">
<Tabs defaultValue="cases">
<TabsList className="mb-3 w-full">
<TabsTrigger value="cases" className="flex-1"><Briefcase className="h-3.5 w-3.5 mr-1.5" />Cases</TabsTrigger>
<TabsTrigger value="status" className="flex-1"><Activity className="h-3.5 w-3.5 mr-1.5" />Status</TabsTrigger>
<TabsTrigger value="contacts" className="flex-1"><Contact className="h-3.5 w-3.5 mr-1.5" />Contacts</TabsTrigger>
<TabsTrigger value="fees" className="flex-1"><DollarSign className="h-3.5 w-3.5 mr-1.5" />Adjust Fees</TabsTrigger>
<TabsTrigger value="custom" className="flex-1"><ListPlus className="h-3.5 w-3.5 mr-1.5" />Fields</TabsTrigger>
</TabsList>
<TabsContent value="cases">
{cases.length === 0 && <p className="text-sm text-muted-foreground">No cases yet.</p>}
<div className="space-y-1">
{cases.map((c) => (
<Link
key={c.id}
to="/cases/$caseId"
params={{ caseId: c.id }}
className="block p-2.5 rounded-md hover:bg-muted/60 -mx-2"
>
<div className="flex items-center justify-between gap-2">
<span className="text-sm font-medium truncate">{c.title}</span>
<Badge variant="outline" className={`text-[10px] ${statusBadgeClass(c.status)}`}>
{c.status.replace("_", " ")}
</Badge>
</div>
<div className="text-xs text-muted-foreground">
{c.case_number} · opened {formatDate(c.opened_at)}
</div>
<div className="text-xs text-muted-foreground mt-0.5">
Billed: {c.billed.hours.toFixed(1)} hr · {formatCurrency(c.billed.amount)}
</div>
</Link>
))}
</div>
</TabsContent>
<TabsContent value="status">
<div className="flex items-center justify-between mb-3">
<p className="text-xs text-muted-foreground">{statusEntries.length} update{statusEntries.length === 1 ? "" : "s"} across all cases</p>
<div className="flex gap-2">
<Button
size="sm"
variant="outline"
disabled={statusEntries.length === 0}
onClick={async () => {
if (!user?.id) { toast.error("Not signed in"); return; }
const opts = {
title: "Client Status Report",
subtitle: client.name,
groupByCase: true,
entries: statusEntries.map((u) => ({
title: u.title, body: u.body, created_at: u.created_at,
author_name: u.user?.full_name, author_email: u.user?.email,
case_number: u.case?.case_number, case_title: u.case?.title,
})),
};
const filename = `status-report-${client.name.replace(/[^a-z0-9]+/gi, "-")}-${new Date().toISOString().slice(0, 10)}.pdf`;
try {
await saveStatusReportToDb(opts, filename, {
userId: user.id,
payload: { client_id: client.id, client_name: client.name, entry_count: statusEntries.length, scope: "client" },
});
toast.success("Saved to Reports");
} catch (err: any) {
toast.error(err?.message || "Could not save report");
}
}}
>
<Save className="h-3.5 w-3.5 mr-1.5" /> Save to Reports
</Button>
<Button
size="sm"
variant="outline"
disabled={statusEntries.length === 0}
onClick={() => {
downloadStatusReport({
title: "Client Status Report",
subtitle: client.name,
groupByCase: true,
entries: statusEntries.map((u) => ({
title: u.title,
body: u.body,
created_at: u.created_at,
author_name: u.user?.full_name,
author_email: u.user?.email,
case_number: u.case?.case_number,
case_title: u.case?.title,
})),
}, `status-report-${client.name.replace(/[^a-z0-9]+/gi, "-")}.pdf`);
}}
>
<FileDown className="h-3.5 w-3.5 mr-1.5" /> Export
</Button>
</div>
</div>
{statusEntries.length === 0 && <p className="text-sm text-muted-foreground">No status updates logged.</p>}
<div className="space-y-3 max-h-[480px] overflow-auto">
{statusEntries.map((u) => (
<div key={u.id} className="border-l-2 border-primary/40 pl-3 py-1">
<div className="text-sm font-medium">{formatDateTime(u.title)}</div>
<div className="text-[11px] text-muted-foreground mb-1">
{u.case?.case_number} · {u.user?.full_name || u.user?.email || "Unknown"}
</div>
<p className="text-xs text-muted-foreground line-clamp-3 whitespace-pre-wrap">{u.body}</p>
</div>
))}
</div>
</TabsContent>
<TabsContent value="contacts">
<ContactsLinkTab parentId={clientId} parentTable="client_contacts" />
</TabsContent>
<TabsContent value="fees">
<AdjustFeesTab clientId={clientId} canEdit={canEdit} />
</TabsContent>
<TabsContent value="custom">
<ClientCustomFieldsTab clientId={clientId} />
</TabsContent>
</Tabs>
</CardContent>
</Card>
</div>
<ClientFormDialog open={editOpen} onOpenChange={setEditOpen} client={client} onSaved={load} />
</PageContainer>
);
}
function DetailRow({ label, value, icon: Icon }: { label: string; value: any; icon?: any }) {
return (
<>
<dt className="text-xs uppercase tracking-wider text-muted-foreground self-center">{label}</dt>
<dd className="text-sm flex items-center gap-1.5">
{Icon && value && <Icon className="h-3 w-3 text-muted-foreground" />}
{value || <span className="text-muted-foreground italic">—</span>}
</dd>
</>
);
}