feat(clients): show contacts on client cards, auto-persist seeded signers to DB

This commit is contained in:
Chandler Copeland
2026-04-03 17:41:51 -06:00
parent 81ce0b9ab0
commit a00d52216e
4 changed files with 67 additions and 42 deletions

View File

@@ -9,13 +9,14 @@ export default async function ClientsPage() {
id: clients.id,
name: clients.name,
email: clients.email,
contacts: clients.contacts,
createdAt: clients.createdAt,
docCount: sql<number>`count(${documents.id})::int`,
lastActivity: sql<Date | null>`max(${documents.sentAt})`,
})
.from(clients)
.leftJoin(documents, eq(documents.clientId, clients.id))
.groupBy(clients.id, clients.name, clients.email, clients.createdAt)
.groupBy(clients.id, clients.name, clients.email, clients.contacts, clients.createdAt)
.orderBy(desc(clients.createdAt));
return <ClientsPageClient clients={clientRows} />;

View File

@@ -1,5 +1,5 @@
'use client';
import { useState, useCallback } from 'react';
import { useState, useCallback, useEffect } from 'react';
import { PdfViewerWrapper } from './PdfViewerWrapper';
import { PreparePanel } from './PreparePanel';
import type { DocumentSigner } from '@/lib/db/schema';
@@ -45,6 +45,18 @@ export function DocumentPageClient({
const [signers, setSigners] = useState<DocumentSigner[]>(defaultSigners);
const [unassignedFieldIds, setUnassignedFieldIds] = useState<Set<string>>(new Set());
// Persist auto-seeded signers to DB so they survive refresh
useEffect(() => {
if (initialSigners.length === 0 && defaultSigners.length > 0) {
fetch(`/api/documents/${docId}`, {
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ signers: defaultSigners }),
}).catch(() => {});
}
// eslint-disable-next-line react-hooks/exhaustive-deps
}, []);
const handleFieldsChanged = useCallback(() => {
setPreviewToken(null);
}, []);

View File

@@ -1,38 +1,50 @@
import Link from "next/link";
import type { ClientContact } from "@/lib/db/schema";
type ClientCardProps = {
id: string;
name: string;
email: string;
contacts?: ClientContact[];
docCount: number;
lastActivity: Date | null;
};
export function ClientCard({
id,
name,
email,
docCount,
lastActivity,
}: ClientCardProps) {
export function ClientCard({ id, name, email, contacts = [], docCount, lastActivity }: ClientCardProps) {
return (
<Link href={"/portal/clients/" + id}>
<div className="bg-white rounded-xl shadow-sm p-5 hover:shadow-md transition-shadow cursor-pointer">
<p className="text-[var(--navy)] font-semibold text-base">{name}</p>
<p className="text-gray-500 text-sm mt-1">{email}</p>
<p className="text-gray-400 text-xs mt-3">
Documents: {docCount}
</p>
<p className="text-gray-400 text-xs mt-1">
Last activity:{" "}
<Link href={"/portal/clients/" + id} style={{ textDecoration: "none" }}>
<div
style={{ backgroundColor: "white", borderRadius: "1rem", boxShadow: "0 1px 4px rgba(0,0,0,0.07)", padding: "1.25rem", cursor: "pointer", transition: "box-shadow 0.2s" }}
onMouseEnter={e => (e.currentTarget.style.boxShadow = "0 4px 12px rgba(0,0,0,0.12)")}
onMouseLeave={e => (e.currentTarget.style.boxShadow = "0 1px 4px rgba(0,0,0,0.07)")}
>
{/* Primary contact */}
<p style={{ color: "#1B2B4B", fontWeight: 600, fontSize: "1rem", marginBottom: "0.125rem" }}>{name}</p>
<p style={{ color: "#6B7280", fontSize: "0.875rem", marginBottom: contacts.length > 0 ? "0.5rem" : "0.75rem" }}>{email}</p>
{/* Additional contacts */}
{contacts.length > 0 && (
<div style={{ borderTop: "1px solid #F3F4F6", paddingTop: "0.5rem", marginBottom: "0.5rem", display: "flex", flexDirection: "column", gap: "0.25rem" }}>
{contacts.map(c => (
<div key={c.email} style={{ display: "flex", alignItems: "baseline", gap: "0.375rem" }}>
<span style={{ fontSize: "0.75rem", color: "#9CA3AF", flexShrink: 0 }}>+</span>
<div style={{ minWidth: 0 }}>
<span style={{ fontSize: "0.8125rem", color: "#374151", fontWeight: 500 }}>{c.name}</span>
<span style={{ fontSize: "0.75rem", color: "#9CA3AF", marginLeft: "0.375rem" }}>{c.email}</span>
</div>
</div>
))}
</div>
)}
<div style={{ borderTop: "1px solid #F3F4F6", paddingTop: "0.75rem", display: "flex", justifyContent: "space-between" }}>
<span style={{ color: "#6B7280", fontSize: "0.75rem" }}>{docCount} document{docCount !== 1 ? "s" : ""}</span>
<span style={{ color: "#9CA3AF", fontSize: "0.75rem" }}>
{lastActivity
? lastActivity.toLocaleDateString("en-US", {
month: "short",
day: "numeric",
year: "numeric",
})
? new Date(lastActivity).toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
: "No activity yet"}
</p>
</span>
</div>
</div>
</Link>
);

View File

@@ -3,41 +3,44 @@
import { useState } from "react";
import { ClientCard } from "./ClientCard";
import { ClientModal } from "./ClientModal";
import type { ClientContact } from "@/lib/db/schema";
type ClientRow = {
id: string;
name: string;
email: string;
contacts?: ClientContact[] | null;
docCount: number;
lastActivity: Date | null;
createdAt: Date;
};
type ClientsPageClientProps = {
clients: ClientRow[];
};
export function ClientsPageClient({ clients }: ClientsPageClientProps) {
export function ClientsPageClient({ clients }: { clients: ClientRow[] }) {
const [isOpen, setIsOpen] = useState(false);
return (
<div>
<div className="flex items-center justify-between mb-6">
<h1 className="text-[var(--navy)] text-2xl font-semibold">Clients</h1>
<div style={{ display: "flex", alignItems: "center", justifyContent: "space-between", marginBottom: "1.5rem" }}>
<div>
<h1 style={{ color: "#1B2B4B", fontSize: "1.5rem", fontWeight: 700, marginBottom: "0.25rem" }}>Clients</h1>
<p style={{ color: "#6B7280", fontSize: "0.875rem" }}>{clients.length} client{clients.length !== 1 ? "s" : ""}</p>
</div>
<button
onClick={() => setIsOpen(true)}
className="bg-[var(--gold)] text-white px-4 py-2 rounded-lg text-sm font-medium hover:opacity-90"
className="rounded-lg px-4 py-2 text-sm font-semibold text-white transition hover:brightness-110"
style={{ backgroundColor: "#C9A84C" }}
>
+ Add Client
</button>
</div>
{clients.length === 0 ? (
<div className="text-center py-16">
<p className="text-gray-500 mb-4">No clients yet.</p>
<div style={{ textAlign: "center", padding: "4rem 0" }}>
<p style={{ color: "#6B7280", marginBottom: "1rem" }}>No clients yet.</p>
<button
onClick={() => setIsOpen(true)}
className="bg-[var(--gold)] text-white px-4 py-2 rounded-lg text-sm font-medium hover:opacity-90"
className="rounded-lg px-4 py-2 text-sm font-semibold text-white transition hover:brightness-110"
style={{ backgroundColor: "#C9A84C" }}
>
+ Add your first client
</button>
@@ -50,6 +53,7 @@ export function ClientsPageClient({ clients }: ClientsPageClientProps) {
id={client.id}
name={client.name}
email={client.email}
contacts={client.contacts ?? []}
docCount={client.docCount}
lastActivity={client.lastActivity}
/>
@@ -57,11 +61,7 @@ export function ClientsPageClient({ clients }: ClientsPageClientProps) {
</div>
)}
<ClientModal
isOpen={isOpen}
onClose={() => setIsOpen(false)}
mode="create"
/>
<ClientModal isOpen={isOpen} onClose={() => setIsOpen(false)} mode="create" />
</div>
);
}