Files
mrp/client/src/modules/crm/CrmDetailPage.tsx

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import { permissions } from "@mrp/shared";
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import type { CrmContactDto, CrmContactEntryInput, CrmRecordDetailDto } from "@mrp/shared/dist/crm/types.js";
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import { useEffect, useState } from "react";
import { Link, useParams } from "react-router-dom";
import { useAuth } from "../../auth/AuthProvider";
import { api, ApiError } from "../../lib/api";
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import { CrmAttachmentsPanel } from "./CrmAttachmentsPanel";
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import { CrmContactsPanel } from "./CrmContactsPanel";
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import { CrmContactEntryForm } from "./CrmContactEntryForm";
import { CrmContactTypeBadge } from "./CrmContactTypeBadge";
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import { CrmStatusBadge } from "./CrmStatusBadge";
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import { type CrmEntity, crmConfigs, emptyCrmContactEntryInput } from "./config";
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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 ${config.singularLabel.toLowerCase()}...`);
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const [contactEntryForm, setContactEntryForm] = useState<CrmContactEntryInput>(emptyCrmContactEntryInput);
const [contactEntryStatus, setContactEntryStatus] = useState("Add a timeline entry for this account.");
const [isSavingContactEntry, setIsSavingContactEntry] = useState(false);
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const canManage = user?.permissions.includes(permissions.crmWrite) ?? false;
useEffect(() => {
if (!token || !recordId) {
return;
}
const loadRecord = entity === "customer" ? api.getCustomer(token, recordId) : api.getVendor(token, recordId);
loadRecord
.then((nextRecord) => {
setRecord(nextRecord);
setStatus(`${config.singularLabel} record loaded.`);
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setContactEntryStatus("Add a timeline entry for this account.");
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})
.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>;
}
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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);
}
}
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return (
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<section className="space-y-4">
<div className="rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
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<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}/${record.id}/edit`}
className="inline-flex items-center justify-center rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white"
>
Edit {config.singularLabel.toLowerCase()}
</Link>
) : null}
</div>
</div>
</div>
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<div className="grid gap-4 2xl:grid-cols-[minmax(0,1.2fr)_minmax(320px,0.8fr)]">
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
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<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Contact</p>
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<dl className="mt-5 grid gap-4 xl:grid-cols-2">
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<div>
<dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Email</dt>
<dd className="mt-2 text-base text-text">{record.email}</dd>
</div>
<div>
<dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Phone</dt>
<dd className="mt-2 text-base text-text">{record.phone}</dd>
</div>
<div className="md:col-span-2">
<dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Address</dt>
<dd className="mt-2 whitespace-pre-line text-base text-text">
{[record.addressLine1, record.addressLine2, `${record.city}, ${record.state} ${record.postalCode}`, record.country]
.filter(Boolean)
.join("\n")}
</dd>
</div>
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<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>
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</dl>
</article>
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<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
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<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Internal Notes</p>
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<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>
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{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}
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</article>
</div>
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{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))
}
/>
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<section className="grid gap-4 2xl:grid-cols-[minmax(360px,0.88fr)_minmax(0,1.12fr)]">
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{canManage ? (
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<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
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<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}
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<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
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<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>
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<CrmAttachmentsPanel ownerType={config.fileOwnerType} ownerId={record.id} />
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</section>
);
}