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jason
2026-03-14 22:21:31 -05:00
parent 2cf6bf858d
commit 6589581908
18 changed files with 197 additions and 196 deletions
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16
client/src/modules/crm/CrmAttachmentsPanel.tsx
View File

@@ -120,29 +120,29 @@ export function CrmAttachmentsPanel({ ownerType, ownerId, onAttachmentCountChang
}
return (
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
<div>
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Attachments</p>
<h4 className="mt-3 text-xl font-bold text-text">Shared files</h4>
<h4 className="mt-2 text-lg font-bold text-text">Shared files</h4>
<p className="mt-2 text-sm text-muted">
Drawings, customer markups, vendor documents, and other reference files linked to this record.
</p>
</div>
{canWriteFiles ? (
<label className="inline-flex cursor-pointer items-center justify-center rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white">
<label className="inline-flex cursor-pointer items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white">
{isUploading ? "Uploading..." : "Upload file"}
<input className="hidden" type="file" onChange={handleUpload} disabled={isUploading} />
</label>
) : null}
</div>
<div className="mt-5 rounded-2xl border border-line/70 bg-page/70 px-4 py-3 text-sm text-muted">{status}</div>
<div className="mt-5 rounded-2xl border border-line/70 bg-page/70 px-2 py-2 text-sm text-muted">{status}</div>
{!canReadFiles ? (
<div className="mt-5 rounded-3xl border border-dashed border-line/70 bg-page/60 px-6 py-12 text-center text-sm text-muted">
<div className="mt-5 rounded-3xl border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">
You do not have permission to view file attachments.
</div>
) : attachments.length === 0 ? (
<div className="mt-5 rounded-3xl border border-dashed border-line/70 bg-page/60 px-6 py-12 text-center text-sm text-muted">
<div className="mt-5 rounded-3xl border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">
No attachments have been added to this record yet.
</div>
) : (
@@ -150,7 +150,7 @@ export function CrmAttachmentsPanel({ ownerType, ownerId, onAttachmentCountChang
{attachments.map((attachment) => (
<div
key={attachment.id}
className="flex flex-col gap-3 rounded-3xl border border-line/70 bg-page/60 px-4 py-4 lg:flex-row lg:items-center lg:justify-between"
className="flex flex-col gap-2 rounded-3xl border border-line/70 bg-page/60 px-2 py-2 lg:flex-row lg:items-center lg:justify-between"
>
<div className="min-w-0">
<p className="truncate text-sm font-semibold text-text">{attachment.originalName}</p>

6
client/src/modules/crm/CrmContactEntryForm.tsx
View File

@@ -13,7 +13,7 @@ interface CrmContactEntryFormProps {
export function CrmContactEntryForm({ form, isSaving, status, onChange, onSubmit }: CrmContactEntryFormProps) {
return (
<form className="space-y-4" onSubmit={onSubmit}>
<div className="grid gap-4 xl:grid-cols-[minmax(0,0.9fr)_minmax(220px,1.1fr)]">
<div className="grid gap-3 xl:grid-cols-[minmax(0,0.9fr)_minmax(220px,1.1fr)]">
<label className="block">
<span className="mb-2 block text-sm font-semibold text-text">Interaction type</span>
<select
@@ -57,12 +57,12 @@ export function CrmContactEntryForm({ form, isSaving, status, onChange, onSubmit
placeholder="Capture what happened, follow-ups, and commitments."
/>
</label>
<div className="flex flex-col gap-3 rounded-2xl border border-line/70 bg-page/70 px-4 py-4 sm:flex-row sm:items-center sm:justify-between">
<div className="flex flex-col gap-3 rounded-2xl border border-line/70 bg-page/70 px-2 py-2 sm:flex-row sm:items-center sm:justify-between">
<span className="min-w-0 text-sm text-muted">{status}</span>
<button
type="submit"
disabled={isSaving}
className="rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60"
className="rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60"
>
{isSaving ? "Saving..." : "Add entry"}
</button>

16
client/src/modules/crm/CrmContactsPanel.tsx
View File

@@ -58,17 +58,17 @@ export function CrmContactsPanel({ entity, ownerId, contacts, onContactsChange }
}
return (
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Contacts</p>
<h4 className="mt-3 text-xl font-bold text-text">People on this account</h4>
<h4 className="mt-2 text-lg font-bold text-text">People on this account</h4>
<div className="mt-5 space-y-3">
{contacts.length === 0 ? (
<div className="rounded-3xl border border-dashed border-line/70 bg-page/60 px-6 py-10 text-center text-sm text-muted">
<div className="rounded-3xl border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">
No contacts have been added yet.
</div>
) : (
contacts.map((contact) => (
<div key={contact.id} className="rounded-3xl border border-line/70 bg-page/60 px-4 py-4">
<div key={contact.id} className="rounded-3xl border border-line/70 bg-page/60 px-2 py-2">
<div className="flex flex-col gap-2 lg:flex-row lg:items-start lg:justify-between">
<div>
<div className="text-sm font-semibold text-text">
@@ -87,7 +87,7 @@ export function CrmContactsPanel({ entity, ownerId, contacts, onContactsChange }
</div>
{canManage ? (
<form className="mt-5 space-y-4" onSubmit={handleSubmit}>
<div className="grid gap-4 xl:grid-cols-2">
<div className="grid gap-3 xl:grid-cols-2">
<label className="block">
<span className="mb-2 block text-sm font-semibold text-text">Full name</span>
<input
@@ -128,7 +128,7 @@ export function CrmContactsPanel({ entity, ownerId, contacts, onContactsChange }
/>
</label>
</div>
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-2 py-2">
<input
type="checkbox"
checked={form.isPrimary}
@@ -136,12 +136,12 @@ export function CrmContactsPanel({ entity, ownerId, contacts, onContactsChange }
/>
<span className="text-sm font-semibold text-text">Primary contact</span>
</label>
<div className="flex flex-col gap-3 rounded-2xl border border-line/70 bg-page/70 px-4 py-4 sm:flex-row sm:items-center sm:justify-between">
<div className="flex flex-col gap-3 rounded-2xl border border-line/70 bg-page/70 px-2 py-2 sm:flex-row sm:items-center sm:justify-between">
<span className="text-sm text-muted">{status}</span>
<button
type="submit"
disabled={isSaving}
className="rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60"
className="rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60"
>
{isSaving ? "Saving..." : "Add contact"}
</button>

78
client/src/modules/crm/CrmDetailPage.tsx
View File

@@ -50,7 +50,7 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
}, [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>;
return <div className="rounded-[28px] border border-line/70 bg-surface/90 p-4 text-sm text-muted shadow-panel">{status}</div>;
}
function updateContactEntryField<Key extends keyof CrmContactEntryInput>(key: Key, value: CrmContactEntryInput[Key]) {
@@ -104,11 +104,11 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
return (
<section className="space-y-4">
<div className="rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
<div className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<div className="flex flex-col gap-3 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>
<h3 className="mt-2 text-2xl font-bold text-text">{record.name}</h3>
<div className="mt-4">
<div className="flex flex-wrap gap-3">
<CrmStatusBadge status={record.status} />
@@ -122,14 +122,14 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
<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"
className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 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"
className="inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white"
>
Edit {config.singularLabel.toLowerCase()}
</Link>
@@ -137,21 +137,21 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
</div>
</div>
</div>
<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">
<div className="grid gap-3 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-4 shadow-panel 2xl:p-5">
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Contact</p>
<dl className="mt-5 grid gap-4 xl:grid-cols-2">
<dl className="mt-5 grid gap-3 xl:grid-cols-2">
<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>
<dd className="mt-1 text-sm 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>
<dd className="mt-1 text-sm 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">
<dd className="mt-1 whitespace-pre-line text-sm text-text">
{[record.addressLine1, record.addressLine2, `${record.city}, ${record.state} ${record.postalCode}`, record.country]
.filter(Boolean)
.join("\n")}
@@ -168,15 +168,15 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
</div>
</dl>
</article>
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Internal Notes</p>
<p className="mt-4 whitespace-pre-line text-sm leading-7 text-text">
<p className="mt-3 whitespace-pre-line text-sm leading-6 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">
<div className="mt-8 rounded-2xl border border-line/70 bg-page/70 px-2 py-2 text-sm text-muted">
Created {new Date(record.createdAt).toLocaleDateString()}
</div>
<div className="mt-4 rounded-2xl border border-line/70 bg-page/70 px-4 py-4">
<div className="mt-4 rounded-2xl border border-line/70 bg-page/70 px-2 py-2">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Operational Flags</p>
<div className="mt-3 flex flex-wrap gap-2 text-xs font-semibold uppercase tracking-[0.12em]">
{record.preferredAccount ? <span className="rounded-full border border-line/70 px-3 py-1 text-text">Preferred</span> : null}
@@ -189,7 +189,7 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
</div>
</div>
{entity === "customer" ? (
<div className="mt-4 rounded-2xl border border-line/70 bg-page/70 px-4 py-4">
<div className="mt-4 rounded-2xl border border-line/70 bg-page/70 px-2 py-2">
<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>
@@ -210,36 +210,36 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
) : null}
</article>
</div>
<section className="grid gap-4 xl:grid-cols-4">
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
<section className="grid gap-3 xl:grid-cols-4">
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Last Contact</p>
<div className="mt-3 text-lg font-bold text-text">
<div className="mt-2 text-base font-bold text-text">
{record.rollups?.lastContactAt ? new Date(record.rollups.lastContactAt).toLocaleDateString() : "None"}
</div>
</article>
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Timeline Entries</p>
<div className="mt-3 text-lg font-bold text-text">{record.rollups?.contactHistoryCount ?? record.contactHistory.length}</div>
<div className="mt-2 text-base font-bold text-text">{record.rollups?.contactHistoryCount ?? record.contactHistory.length}</div>
</article>
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Account Contacts</p>
<div className="mt-3 text-lg font-bold text-text">{record.rollups?.contactCount ?? record.contacts?.length ?? 0}</div>
<div className="mt-2 text-base font-bold text-text">{record.rollups?.contactCount ?? record.contacts?.length ?? 0}</div>
</article>
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-5 py-5 shadow-panel">
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Attachments</p>
<div className="mt-3 text-lg font-bold text-text">{record.rollups?.attachmentCount ?? 0}</div>
<div className="mt-2 text-base font-bold text-text">{record.rollups?.attachmentCount ?? 0}</div>
</article>
</section>
{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">
<section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<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>
<h4 className="mt-2 text-lg 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"
className="rounded-3xl border border-line/70 bg-page/60 px-2 py-2 transition hover:border-brand/50 hover:bg-page/80"
>
<div className="text-sm font-semibold text-text">{child.name}</div>
<div className="mt-2">
@@ -272,11 +272,11 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
)
}
/>
<section className="grid gap-4 2xl:grid-cols-[minmax(360px,0.88fr)_minmax(0,1.12fr)]">
<section className="grid gap-3 2xl:grid-cols-[minmax(360px,0.88fr)_minmax(0,1.12fr)]">
{canManage ? (
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<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>
<h4 className="mt-2 text-lg 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>
@@ -291,24 +291,24 @@ export function CrmDetailPage({ entity }: CrmDetailPageProps) {
</div>
</article>
) : null}
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<article className="min-w-0 rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<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>
<h4 className="mt-2 text-lg 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">
<div className="mt-6 rounded-3xl border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">
No contact history has been recorded for this account yet.
</div>
) : (
<div className="mt-6 space-y-4">
<div className="mt-6 space-y-3">
{record.contactHistory.map((entry) => (
<article key={entry.id} className="rounded-3xl border border-line/70 bg-page/60 p-5">
<article key={entry.id} className="rounded-3xl border border-line/70 bg-page/60 p-3">
<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>
<h5 className="text-sm font-semibold text-text">{entry.summary}</h5>
</div>
<p className="mt-3 whitespace-pre-line text-sm leading-7 text-text">{entry.body}</p>
<p className="mt-2 whitespace-pre-line text-sm leading-6 text-text">{entry.body}</p>
</div>
<div className="text-sm text-muted lg:text-right">
<div>{new Date(entry.contactAt).toLocaleString()}</div>

14
client/src/modules/crm/CrmFormPage.tsx
View File

@@ -111,11 +111,11 @@ export function CrmFormPage({ entity, mode }: CrmFormPageProps) {
return (
<form className="space-y-6" onSubmit={handleSubmit}>
<section className="rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
<section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
<div>
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM Editor</p>
<h3 className="mt-3 text-2xl font-bold text-text">
<h3 className="mt-2 text-xl font-bold text-text">
{mode === "create" ? `New ${config.singularLabel}` : `Edit ${config.singularLabel}`}
</h3>
<p className="mt-2 max-w-2xl text-sm text-muted">
@@ -124,20 +124,20 @@ export function CrmFormPage({ entity, mode }: CrmFormPageProps) {
</div>
<Link
to={mode === "create" ? config.routeBase : `${config.routeBase}/${recordId}`}
className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-4 py-3 text-sm font-semibold text-text"
className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text"
>
Cancel
</Link>
</div>
</section>
<section className="space-y-5 rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel 2xl:p-7">
<section className="space-y-4 rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<CrmRecordForm entity={entity} form={form} hierarchyOptions={hierarchyOptions} onChange={updateField} />
<div className="flex flex-col gap-3 rounded-2xl border border-line/70 bg-page/70 px-4 py-4 sm:flex-row sm:items-center sm:justify-between">
<div className="flex flex-col gap-3 rounded-2xl border border-line/70 bg-page/70 px-2 py-2 sm:flex-row sm:items-center sm:justify-between">
<span className="min-w-0 text-sm text-muted">{status}</span>
<button
type="submit"
disabled={isSaving}
className="rounded-2xl bg-brand px-5 py-3 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60"
className="rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60"
>
{isSaving ? "Saving..." : mode === "create" ? `Create ${config.singularLabel}` : "Save changes"}
</button>

18
client/src/modules/crm/CrmListPage.tsx
View File

@@ -55,11 +55,11 @@ export function CrmListPage({ entity }: CrmListPageProps) {
}, [config.collectionLabel, entity, lifecycleFilter, operationalFilter, searchTerm, stateFilter, statusFilter, token]);
return (
<section className="rounded-[28px] border border-line/70 bg-surface/90 p-6 shadow-panel">
<div className="flex flex-col gap-4 lg:flex-row lg:items-start lg:justify-between">
<section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel">
<div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
<div>
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">CRM</p>
<h3 className="mt-3 text-xl font-bold text-text">{config.collectionLabel}</h3>
<h3 className="mt-2 text-lg font-bold text-text">{config.collectionLabel}</h3>
<p className="mt-2 max-w-2xl text-sm text-muted">
Operational contact records, shipping addresses, and account context for active {config.collectionLabel.toLowerCase()}.
</p>
@@ -73,14 +73,14 @@ export function CrmListPage({ entity }: CrmListPageProps) {
</Link>
) : null}
</div>
<div className="mt-6 grid gap-4 rounded-3xl border border-line/70 bg-page/60 p-4 xl:grid-cols-[1.35fr_0.8fr_0.8fr_0.9fr_0.9fr]">
<div className="mt-6 grid gap-3 rounded-3xl border border-line/70 bg-page/60 p-3 xl:grid-cols-[1.35fr_0.8fr_0.8fr_0.9fr_0.9fr]">
<label className="block">
<span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Search</span>
<input
value={searchTerm}
onChange={(event) => setSearchTerm(event.target.value)}
placeholder={`Search ${config.collectionLabel.toLowerCase()} by company, email, phone, or location`}
className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
className="w-full rounded-2xl border border-line/70 bg-surface px-2 py-2 text-text outline-none transition focus:border-brand"
/>
</label>
<label className="block">
@@ -88,7 +88,7 @@ export function CrmListPage({ entity }: CrmListPageProps) {
<select
value={statusFilter}
onChange={(event) => setStatusFilter(event.target.value as "ALL" | CrmRecordStatus)}
className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
className="w-full rounded-2xl border border-line/70 bg-surface px-2 py-2 text-text outline-none transition focus:border-brand"
>
{crmStatusFilters.map((option) => (
<option key={option.value} value={option.value}>
@@ -102,7 +102,7 @@ export function CrmListPage({ entity }: CrmListPageProps) {
<select
value={lifecycleFilter}
onChange={(event) => setLifecycleFilter(event.target.value as "ALL" | CrmLifecycleStage)}
className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
className="w-full rounded-2xl border border-line/70 bg-surface px-2 py-2 text-text outline-none transition focus:border-brand"
>
{crmLifecycleFilters.map((option) => (
<option key={option.value} value={option.value}>
@@ -117,7 +117,7 @@ export function CrmListPage({ entity }: CrmListPageProps) {
value={stateFilter}
onChange={(event) => setStateFilter(event.target.value)}
placeholder="Filter by region"
className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
className="w-full rounded-2xl border border-line/70 bg-surface px-2 py-2 text-text outline-none transition focus:border-brand"
/>
</label>
<label className="block">
@@ -127,7 +127,7 @@ export function CrmListPage({ entity }: CrmListPageProps) {
onChange={(event) =>
setOperationalFilter(event.target.value as "ALL" | "PREFERRED" | "STRATEGIC" | "REQUIRES_APPROVAL" | "BLOCKED")
}
className="w-full rounded-2xl border border-line/70 bg-surface px-4 py-3 text-text outline-none transition focus:border-brand"
className="w-full rounded-2xl border border-line/70 bg-surface px-2 py-2 text-text outline-none transition focus:border-brand"
>
{crmOperationalFilters.map((option) => (
<option key={option.value} value={option.value}>

20
client/src/modules/crm/CrmRecordForm.tsx
View File

@@ -58,7 +58,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
</select>
</label>
{entity === "customer" ? (
<div className="grid gap-4 xl:grid-cols-[minmax(0,0.9fr)_minmax(0,1.1fr)_minmax(0,1fr)]">
<div className="grid gap-3 xl:grid-cols-[minmax(0,0.9fr)_minmax(0,1.1fr)_minmax(0,1fr)]">
<label className="block">
<span className="mb-2 block text-sm font-semibold text-text">Reseller account</span>
<select
@@ -102,7 +102,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
</label>
</div>
) : null}
<div className="grid gap-4 xl:grid-cols-4">
<div className="grid gap-3 xl:grid-cols-4">
<label className="block">
<span className="mb-2 block text-sm font-semibold text-text">Payment terms</span>
<input
@@ -121,7 +121,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
maxLength={8}
/>
</label>
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-2 py-2">
<input
type="checkbox"
checked={form.taxExempt ?? false}
@@ -129,7 +129,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
/>
<span className="text-sm font-semibold text-text">Tax exempt</span>
</label>
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-2 py-2">
<input
type="checkbox"
checked={form.creditHold ?? false}
@@ -138,8 +138,8 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
<span className="text-sm font-semibold text-text">Credit hold</span>
</label>
</div>
<div className="grid gap-4 xl:grid-cols-4">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
<div className="grid gap-3 xl:grid-cols-4">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-2 py-2">
<input
type="checkbox"
checked={form.preferredAccount ?? false}
@@ -147,7 +147,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
/>
<span className="text-sm font-semibold text-text">Preferred account</span>
</label>
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-2 py-2">
<input
type="checkbox"
checked={form.strategicAccount ?? false}
@@ -155,7 +155,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
/>
<span className="text-sm font-semibold text-text">Strategic account</span>
</label>
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-2 py-2">
<input
type="checkbox"
checked={form.requiresApproval ?? false}
@@ -163,7 +163,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
/>
<span className="text-sm font-semibold text-text">Requires approval</span>
</label>
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-4 py-3">
<label className="flex items-center gap-3 rounded-2xl border border-line/70 bg-page px-2 py-2">
<input
type="checkbox"
checked={form.blockedAccount ?? false}
@@ -172,7 +172,7 @@ export function CrmRecordForm({ entity, form, hierarchyOptions = [], onChange }:
<span className="text-sm font-semibold text-text">Blocked account</span>
</label>
</div>
<div className="grid gap-4 xl:grid-cols-2 2xl:grid-cols-3">
<div className="grid gap-3 xl:grid-cols-2 2xl:grid-cols-3">
{fields.map((field) => (
<label key={String(field.key)} className="block">
<span className="mb-2 block text-sm font-semibold text-text">{field.label}</span>