2026-03-14 16:08:29 -05:00
|
|
|
import { permissions } from "@mrp/shared";
|
2026-03-14 18:46:06 -05:00
|
|
|
import type { CrmContactDto, CrmContactEntryInput, CrmRecordDetailDto } from "@mrp/shared/dist/crm/types.js";
|
2026-03-14 16:08:29 -05:00
|
|
|
import { useEffect, useState } from "react";
|
|
|
|
|
import { Link, useParams } from "react-router-dom";
|
|
|
|
|
|
|
|
|
|
import { useAuth } from "../../auth/AuthProvider";
|
|
|
|
|
import { api, ApiError } from "../../lib/api";
|
2026-03-14 17:32:00 -05:00
|
|
|
import { CrmAttachmentsPanel } from "./CrmAttachmentsPanel";
|
2026-03-14 18:46:06 -05:00
|
|
|
import { CrmContactsPanel } from "./CrmContactsPanel";
|
2026-03-14 16:50:03 -05:00
|
|
|
import { CrmContactEntryForm } from "./CrmContactEntryForm";
|
|
|
|
|
import { CrmContactTypeBadge } from "./CrmContactTypeBadge";
|
2026-03-14 16:08:29 -05:00
|
|
|
import { CrmStatusBadge } from "./CrmStatusBadge";
|
2026-03-14 16:50:03 -05:00
|
|
|
import { type CrmEntity, crmConfigs, emptyCrmContactEntryInput } from "./config";
|
2026-03-14 16:08:29 -05:00
|
|
|
|
|
|
|
|
interface CrmDetailPageProps {
|
|
|
|
|
entity: CrmEntity;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export function CrmDetailPage({ entity }: CrmDetailPageProps) {
|
|
|
|
|
const { token, user } = useAuth();
|
|
|
|
|
const { customerId, vendorId } = useParams();
|
|
|
|
|
const recordId = entity === "customer" ? customerId : vendorId;
|
|
|
|
|
const config = crmConfigs[entity];
|
|
|
|
|
const [record, setRecord] = useState<CrmRecordDetailDto | null>(null);
|
|
|
|
|
const [status, setStatus] = useState(`Loading ${config.singularLabel.toLowerCase()}...`);
|
2026-03-14 16:50:03 -05:00
|
|
|
const [contactEntryForm, setContactEntryForm] = useState<CrmContactEntryInput>(emptyCrmContactEntryInput);
|
|
|
|
|
const [contactEntryStatus, setContactEntryStatus] = useState("Add a timeline entry for this account.");
|
|
|
|
|
const [isSavingContactEntry, setIsSavingContactEntry] = useState(false);
|
2026-03-14 16:08:29 -05:00
|
|
|
|
|
|
|
|
const canManage = user?.permissions.includes(permissions.crmWrite) ?? false;
|
|
|
|
|
|
|
|
|
|
useEffect(() => {
|
|
|
|
|
if (!token || !recordId) {
|
|
|
|
|
return;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
const loadRecord = entity === "customer" ? api.getCustomer(token, recordId) : api.getVendor(token, recordId);
|
|
|
|
|
|
|
|
|
|
loadRecord
|
|
|
|
|
.then((nextRecord) => {
|
|
|
|
|
setRecord(nextRecord);
|
|
|
|
|
setStatus(`${config.singularLabel} record loaded.`);
|
2026-03-14 16:50:03 -05:00
|
|
|
setContactEntryStatus("Add a timeline entry for this account.");
|
2026-03-14 16:08:29 -05:00
|
|
|
})
|
|
|
|
|
.catch((error: unknown) => {
|
|
|
|
|
const message = error instanceof ApiError ? error.message : `Unable to load ${config.singularLabel.toLowerCase()}.`;
|
|
|
|
|
setStatus(message);
|
|
|
|
|
});
|
|
|
|
|
}, [config.singularLabel, entity, recordId, token]);
|
|
|
|
|
|
|
|
|
|
if (!record) {
|
|
|
|
|
return <div className="rounded-[28px] border border-line/70 bg-surface/90 p-8 text-sm text-muted shadow-panel">{status}</div>;
|
|
|
|
|
}
|
|
|
|
|
|
2026-03-14 16:50:03 -05:00
|
|
|
function updateContactEntryField<Key extends keyof CrmContactEntryInput>(key: Key, value: CrmContactEntryInput[Key]) {
|
|
|
|
|
setContactEntryForm((current) => ({ ...current, [key]: value }));
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
async function handleContactEntrySubmit(event: React.FormEvent<HTMLFormElement>) {
|
|
|
|
|
event.preventDefault();
|
|
|
|
|
if (!token || !recordId) {
|
|
|
|
|
return;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
setIsSavingContactEntry(true);
|
|
|
|
|
setContactEntryStatus("Saving timeline entry...");
|
|
|
|
|
|
|
|
|
|
try {
|
|
|
|
|
const nextEntry =
|
|
|
|
|
entity === "customer"
|
|
|
|
|
? await api.createCustomerContactEntry(token, recordId, contactEntryForm)
|
|
|
|
|
: await api.createVendorContactEntry(token, recordId, contactEntryForm);
|
|
|
|
|
|
|
|
|
|
setRecord((current) =>
|
|
|
|
|
current
|
|
|
|
|
? {
|
|
|
|
|
...current,
|
|
|
|
|
contactHistory: [nextEntry, ...current.contactHistory].sort(
|
|
|
|
|
(left, right) => new Date(right.contactAt).getTime() - new Date(left.contactAt).getTime()
|
|
|
|
|
),
|
|
|
|
|
}
|
|
|
|
|
: current
|
|
|
|
|
);
|
|
|
|
|
setContactEntryForm({
|
|
|
|
|
...emptyCrmContactEntryInput,
|
|
|
|
|
contactAt: new Date().toISOString(),
|
|
|
|
|
});
|
|
|
|
|
setContactEntryStatus("Timeline entry added.");
|
|
|
|
|
} catch (error: unknown) {
|
|
|
|
|
const message = error instanceof ApiError ? error.message : "Unable to save timeline entry.";
|
|
|
|
|
setContactEntryStatus(message);
|
|
|
|
|
} finally {
|
|
|
|
|
setIsSavingContactEntry(false);
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
|
2026-03-14 16:08:29 -05:00
|
|
|
return (
|
2026-03-14 17:09:38 -05:00
|
|
|
<section className="space-y-4">
|
|
|
|
|
<div className="rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
|
2026-03-14 16:08:29 -05:00
|
|
|
<div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
|
|
|
|
|
<div>
|
|
|
|
|
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM Detail</p>
|
|
|
|
|
<h3 className="mt-3 text-3xl font-bold text-text">{record.name}</h3>
|
|
|
|
|
<div className="mt-4">
|
|
|
|
|
<CrmStatusBadge status={record.status} />
|
|
|
|
|
</div>
|
|
|
|
|
<p className="mt-2 text-sm text-muted">
|
|
|
|
|
{config.singularLabel} record last updated {new Date(record.updatedAt).toLocaleString()}.
|
|
|
|
|
</p>
|
|
|
|
|
</div>
|
|
|
|
|
<div className="flex flex-wrap gap-3">
|
|
|
|
|
<Link
|
|
|
|
|
to={config.routeBase}
|
|
|
|
|
className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-4 py-3 text-sm font-semibold text-text"
|
|
|
|
|
>
|
|
|
|
|
Back to {config.collectionLabel.toLowerCase()}
|
|
|
|
|
</Link>
|
|
|
|
|
{canManage ? (
|
|
|
|
|
<Link
|
|
|
|
|
to={`${config.routeBase}/${record.id}/edit`}
|
|
|
|
|
className="inline-flex items-center justify-center rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white"
|
|
|
|
|
>
|
|
|
|
|
Edit {config.singularLabel.toLowerCase()}
|
|
|
|
|
</Link>
|
|
|
|
|
) : null}
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
2026-03-14 17:09:38 -05:00
|
|
|
<div className="grid gap-4 2xl:grid-cols-[minmax(0,1.2fr)_minmax(320px,0.8fr)]">
|
|
|
|
|
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
|
2026-03-14 16:08:29 -05:00
|
|
|
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Contact</p>
|
2026-03-14 17:09:38 -05:00
|
|
|
<dl className="mt-5 grid gap-4 xl:grid-cols-2">
|
2026-03-14 16:08:29 -05:00
|
|
|
<div>
|
|
|
|
|
<dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Email</dt>
|
|
|
|
|
<dd className="mt-2 text-base text-text">{record.email}</dd>
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Phone</dt>
|
|
|
|
|
<dd className="mt-2 text-base text-text">{record.phone}</dd>
|
|
|
|
|
</div>
|
|
|
|
|
<div className="md:col-span-2">
|
|
|
|
|
<dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Address</dt>
|
|
|
|
|
<dd className="mt-2 whitespace-pre-line text-base text-text">
|
|
|
|
|
{[record.addressLine1, record.addressLine2, `${record.city}, ${record.state} ${record.postalCode}`, record.country]
|
|
|
|
|
.filter(Boolean)
|
|
|
|
|
.join("\n")}
|
|
|
|
|
</dd>
|
|
|
|
|
</div>
|
2026-03-14 18:46:06 -05:00
|
|
|
<div className="md:col-span-2">
|
|
|
|
|
<dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Commercial terms</dt>
|
|
|
|
|
<dd className="mt-2 grid gap-3 text-sm text-text md:grid-cols-2">
|
|
|
|
|
<div>Payment terms: {record.paymentTerms ?? "Not set"}</div>
|
|
|
|
|
<div>Currency: {record.currencyCode ?? "USD"}</div>
|
|
|
|
|
<div>Tax exempt: {record.taxExempt ? "Yes" : "No"}</div>
|
|
|
|
|
<div>Credit hold: {record.creditHold ? "Yes" : "No"}</div>
|
|
|
|
|
</dd>
|
|
|
|
|
</div>
|
2026-03-14 16:08:29 -05:00
|
|
|
</dl>
|
|
|
|
|
</article>
|
2026-03-14 17:09:38 -05:00
|
|
|
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
|
2026-03-14 16:50:03 -05:00
|
|
|
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Internal Notes</p>
|
2026-03-14 16:08:29 -05:00
|
|
|
<p className="mt-4 whitespace-pre-line text-sm leading-7 text-text">
|
|
|
|
|
{record.notes || "No internal notes recorded for this account yet."}
|
|
|
|
|
</p>
|
|
|
|
|
<div className="mt-8 rounded-2xl border border-line/70 bg-page/70 px-4 py-4 text-sm text-muted">
|
|
|
|
|
Created {new Date(record.createdAt).toLocaleDateString()}
|
|
|
|
|
</div>
|
2026-03-14 18:46:06 -05:00
|
|
|
{entity === "customer" ? (
|
|
|
|
|
<div className="mt-4 rounded-2xl border border-line/70 bg-page/70 px-4 py-4">
|
|
|
|
|
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Reseller Profile</p>
|
|
|
|
|
<div className="mt-3 grid gap-3 text-sm text-text">
|
|
|
|
|
<div>
|
|
|
|
|
<span className="font-semibold">Account type:</span>{" "}
|
|
|
|
|
{record.isReseller ? "Reseller" : record.parentCustomerName ? "End customer" : "Direct customer"}
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<span className="font-semibold">Discount:</span> {(record.resellerDiscountPercent ?? 0).toFixed(2)}%
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<span className="font-semibold">Parent reseller:</span> {record.parentCustomerName ?? "None"}
|
|
|
|
|
</div>
|
|
|
|
|
<div>
|
|
|
|
|
<span className="font-semibold">Child accounts:</span> {record.childCustomers?.length ?? 0}
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
) : null}
|
2026-03-14 16:08:29 -05:00
|
|
|
</article>
|
|
|
|
|
</div>
|
2026-03-14 18:46:06 -05:00
|
|
|
{entity === "customer" && (record.childCustomers?.length ?? 0) > 0 ? (
|
|
|
|
|
<section className="rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
|
|
|
|
|
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Hierarchy</p>
|
|
|
|
|
<h4 className="mt-3 text-xl font-bold text-text">End customers under this reseller</h4>
|
|
|
|
|
<div className="mt-5 grid gap-3 xl:grid-cols-2 2xl:grid-cols-3">
|
|
|
|
|
{record.childCustomers?.map((child) => (
|
|
|
|
|
<Link
|
|
|
|
|
key={child.id}
|
|
|
|
|
to={`/crm/customers/${child.id}`}
|
|
|
|
|
className="rounded-3xl border border-line/70 bg-page/60 px-4 py-4 transition hover:border-brand/50 hover:bg-page/80"
|
|
|
|
|
>
|
|
|
|
|
<div className="text-sm font-semibold text-text">{child.name}</div>
|
|
|
|
|
<div className="mt-2">
|
|
|
|
|
<CrmStatusBadge status={child.status} />
|
|
|
|
|
</div>
|
|
|
|
|
</Link>
|
|
|
|
|
))}
|
|
|
|
|
</div>
|
|
|
|
|
</section>
|
|
|
|
|
) : null}
|
|
|
|
|
<CrmContactsPanel
|
|
|
|
|
entity={entity}
|
|
|
|
|
ownerId={record.id}
|
|
|
|
|
contacts={record.contacts ?? []}
|
|
|
|
|
onContactsChange={(contacts: CrmContactDto[]) =>
|
|
|
|
|
setRecord((current) => (current ? { ...current, contacts } : current))
|
|
|
|
|
}
|
|
|
|
|
/>
|
2026-03-14 17:09:38 -05:00
|
|
|
<section className="grid gap-4 2xl:grid-cols-[minmax(360px,0.88fr)_minmax(0,1.12fr)]">
|
2026-03-14 16:50:03 -05:00
|
|
|
{canManage ? (
|
2026-03-14 17:09:38 -05:00
|
|
|
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
|
2026-03-14 16:50:03 -05:00
|
|
|
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Contact History</p>
|
|
|
|
|
<h4 className="mt-3 text-xl font-bold text-text">Add timeline entry</h4>
|
|
|
|
|
<p className="mt-2 text-sm text-muted">
|
|
|
|
|
Record calls, emails, meetings, and follow-up notes directly against this account.
|
|
|
|
|
</p>
|
|
|
|
|
<div className="mt-6">
|
|
|
|
|
<CrmContactEntryForm
|
|
|
|
|
form={contactEntryForm}
|
|
|
|
|
isSaving={isSavingContactEntry}
|
|
|
|
|
status={contactEntryStatus}
|
|
|
|
|
onChange={updateContactEntryField}
|
|
|
|
|
onSubmit={handleContactEntrySubmit}
|
|
|
|
|
/>
|
|
|
|
|
</div>
|
|
|
|
|
</article>
|
|
|
|
|
) : null}
|
2026-03-14 17:09:38 -05:00
|
|
|
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
|
2026-03-14 16:50:03 -05:00
|
|
|
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Timeline</p>
|
|
|
|
|
<h4 className="mt-3 text-xl font-bold text-text">Recent interactions</h4>
|
|
|
|
|
{record.contactHistory.length === 0 ? (
|
|
|
|
|
<div className="mt-6 rounded-3xl border border-dashed border-line/70 bg-page/60 px-6 py-12 text-center text-sm text-muted">
|
|
|
|
|
No contact history has been recorded for this account yet.
|
|
|
|
|
</div>
|
|
|
|
|
) : (
|
|
|
|
|
<div className="mt-6 space-y-4">
|
|
|
|
|
{record.contactHistory.map((entry) => (
|
|
|
|
|
<article key={entry.id} className="rounded-3xl border border-line/70 bg-page/60 p-5">
|
|
|
|
|
<div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
|
|
|
|
|
<div>
|
|
|
|
|
<div className="flex flex-wrap items-center gap-3">
|
|
|
|
|
<CrmContactTypeBadge type={entry.type} />
|
|
|
|
|
<h5 className="text-base font-semibold text-text">{entry.summary}</h5>
|
|
|
|
|
</div>
|
|
|
|
|
<p className="mt-3 whitespace-pre-line text-sm leading-7 text-text">{entry.body}</p>
|
|
|
|
|
</div>
|
|
|
|
|
<div className="text-sm text-muted lg:text-right">
|
|
|
|
|
<div>{new Date(entry.contactAt).toLocaleString()}</div>
|
|
|
|
|
<div className="mt-1">{entry.createdBy.name}</div>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</article>
|
|
|
|
|
))}
|
|
|
|
|
</div>
|
|
|
|
|
)}
|
|
|
|
|
</article>
|
|
|
|
|
</section>
|
2026-03-14 17:32:00 -05:00
|
|
|
<CrmAttachmentsPanel ownerType={config.fileOwnerType} ownerId={record.id} />
|
2026-03-14 16:08:29 -05:00
|
|
|
</section>
|
|
|
|
|
);
|
|
|
|
|
}
|