All files / src/pages/leads lead-detail.tsx

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76% Branches 57/75
80% Functions 16/20
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import { useState, useCallback } from "react";
import { useParams, useNavigate } from "@tanstack/react-router";
import { useMutation, useQueryClient } from "@tanstack/react-query";
import { AlertCircle, MessageSquarePlus, Bell, Upload, X } from "lucide-react";
import { usePro } from "../../lib/pro-context";
import {
	useLead,
	usePipelineStages,
	useLeadSources,
	useLeadActivities,
} from "../../hooks/queries/useCrmQueries";
import { crmApi } from "../../lib/api";
import type { ChangeStageInput } from "../../lib/api/pro/crm";
import { queryKeys } from "../../lib/query-keys";
import { parseCurrencyInput } from "../../lib/currency-utils";
import { LeadHeader } from "../../components/crm/LeadHeader";
import { StickyPageHeader } from "../../components/ui/sticky-page-header";
import { MobileFullPage } from "../../components/ui/mobile-full-page";
import { LeadOverview } from "../../components/crm/LeadOverview";
import { LeadMessages } from "../../components/crm/LeadMessages";
import { LeadDocuments } from "../../components/crm/LeadDocuments";
import { LeadReminders } from "../../components/crm/LeadReminders";
import { ActivityTimeline } from "../../components/crm/ActivityTimeline";
import { NoteForm } from "../../components/crm/NoteForm";
import { StageChangeDialogs, type PendingDrop } from "../../components/crm/StageChangeDialogs";
import { EmptyState } from "../../components/ui/empty-state";
import { Button } from "../../components/ui/button";
import { Select } from "../../components/ui/select";
import { leadWriteScope } from "../../components/crm/lead-write-scope";
import { useIsMobile } from "../../hooks/useIsMobile";
 
export function LeadDetailPage() {
	const { leadId } = useParams({ strict: false }) as { leadId: string };
	const { proId, proRole } = usePro();
	// What this member may write. Staff get notes and nothing else; every
	// control the API would refuse with a 403 is simply not drawn. See
	// `components/crm/lead-write-scope.ts`.
	const scope = leadWriteScope(proRole);
	const navigate = useNavigate();
	const isMobile = useIsMobile();
	const queryClient = useQueryClient();
	const { data: lead, isLoading } = useLead(proId, leadId);
	const { data: stages } = usePipelineStages(proId);
	const { data: sources } = useLeadSources(proId);
	const { data: activityData } = useLeadActivities(proId, leadId);
 
	// Mobile action states — only one sheet open at a time
	const [showNoteModal, setShowNoteModal] = useState(false);
	const [showReminderDialog, setShowReminderDialog] = useState(false);
	const [showUploadDialog, setShowUploadDialog] = useState(false);
 
	const openNote = useCallback(() => {
		setShowReminderDialog(false);
		setShowUploadDialog(false);
		setShowNoteModal(true);
	}, []);
	const openReminder = useCallback(() => {
		setShowNoteModal(false);
		setShowUploadDialog(false);
		setShowReminderDialog(true);
	}, []);
	const openUpload = useCallback(() => {
		setShowNoteModal(false);
		setShowReminderDialog(false);
		setShowUploadDialog(true);
	}, []);
 
	// Stage change from mobile header
	const [pendingDrop, setPendingDrop] = useState<PendingDrop | null>(null);
	const [dialogOrderValue, setDialogOrderValue] = useState("");
	const [dialogLossReasonCategory, setDialogLossReasonCategory] = useState("");
	const [dialogLossReason, setDialogLossReason] = useState("");
 
	const invalidateLeadQueries = useCallback(() => {
		Iif (!proId || !leadId) return;
		queryClient.invalidateQueries({ queryKey: queryKeys.crm.lead(proId, leadId) });
		queryClient.invalidateQueries({ queryKey: queryKeys.crm.kanban(proId) });
		queryClient.invalidateQueries({ queryKey: queryKeys.crm.activities(proId, leadId) });
	}, [queryClient, proId, leadId]);
 
	const changeStageMutation = useMutation({
		mutationFn: async (data: ChangeStageInput) => {
			Iif (!proId || !lead) throw new Error("Missing proId or lead");
			return crmApi.changeStage(proId, lead.id, data);
		},
		onSuccess: () => {
			invalidateLeadQueries();
			setPendingDrop(null);
			setDialogOrderValue("");
			setDialogLossReasonCategory("");
			setDialogLossReason("");
		},
	});
 
	const handleStageChange = useCallback(
		(stageId: number) => {
			Iif (!lead || !stages) return;
			const stage = stages.find((s) => s.id === stageId);
			if (!stage || stageId === lead.currentStageId) return;
 
			if (stage.stageType === "system_terminal_won" || stage.stageType === "system_terminal_lost") {
				setPendingDrop({ leadId: lead.id, stageId: stage.id, stageName: stage.name, stageType: stage.stageType });
			} else {
				changeStageMutation.mutate({ stageId });
			}
		},
		[stages, lead, changeStageMutation],
	);
 
	const handleDialogConfirm = useCallback(() => {
		Iif (!pendingDrop) return;
		const data: ChangeStageInput = { stageId: pendingDrop.stageId };
		if (pendingDrop.stageType === "system_terminal_won" && dialogOrderValue.trim()) {
			const paise = parseCurrencyInput(dialogOrderValue);
			if (paise !== null && paise >= 0) data.orderValuePaise = paise;
		}
		if (pendingDrop.stageType === "system_terminal_lost") {
			Eif (dialogLossReasonCategory) data.lossReasonCategory = dialogLossReasonCategory;
			Eif (dialogLossReason.trim()) data.lossReason = dialogLossReason.trim();
		}
		changeStageMutation.mutate(data);
	}, [pendingDrop, dialogOrderValue, dialogLossReasonCategory, dialogLossReason, changeStageMutation]);
 
	if (isLoading || !proId) {
		return (
			<div className="flex items-center justify-center h-64">
				<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary-600" />
			</div>
		);
	}
 
	if (!lead) {
		return (
			<EmptyState
				icon={AlertCircle}
				title="Lead not found"
				description="This lead may have been deleted or you don't have access."
			/>
		);
	}
 
	// Stage control for the mobile header. Staff see the stage as a printed
	// fact; the API refuses `PATCH …/stage` for them.
	const currentStage = (stages || []).find((s) => s.id === lead.currentStageId);
	const stageSelect = scope.canChangeStage ? (
		<Select
			tier="dense"
			aria-label="Pipeline stage"
			value={lead.currentStageId}
			onChange={(e) => handleStageChange(Number(e.target.value))}
			className="w-auto"
			options={(stages || []).map((stage) => ({
				value: String(stage.id),
				label: stage.name,
			}))}
		/>
	) : currentStage ? (
		<span className="text-xs font-semibold uppercase tracking-wider text-foreground-muted">
			{currentStage.name}
		</span>
	) : null;
 
	return (
		<MobileFullPage
			title={lead.customerName}
			onBack={() => navigate({ to: "/leads" })}
			headerActions={stageSelect}
		>
		<div className="space-y-6 max-w-7xl p-4 sm:p-0 pb-24 sm:pb-0">
			{/* Header with name, contact info, stage selector */}
			<div className="hidden sm:block">
			<StickyPageHeader>
				<LeadHeader
					lead={lead}
					proId={proId}
					stages={stages || []}
					sources={sources || []}
					canEditLead={scope.canEditLead}
					canChangeStage={scope.canChangeStage}
					canManageLeads={scope.canManageLeads}
				/>
			</StickyPageHeader>
			</div>
 
			{/* Mobile: compact header (contact info only, no back/stage) */}
			<div className="sm:hidden">
				<LeadHeader
					lead={lead}
					proId={proId}
					stages={stages || []}
					sources={sources || []}
					canEditLead={scope.canEditLead}
					canChangeStage={scope.canChangeStage}
					canManageLeads={scope.canManageLeads}
				/>
			</div>
 
			{/* Two-column layout: desktop = left (note+reminders+docs) + right (overview+timeline) */}
			{/* Mobile: reordered — overview+timeline first, reminders+docs last, NoteForm hidden (via action bar) */}
			<div className="grid grid-cols-1 lg:grid-cols-3 gap-6">
				{/* Left column (narrower) — desktop inline NoteForm + reminders + docs */}
				<div className="space-y-6 order-last lg:order-none">
					{/* NoteForm: inline on desktop, modal on mobile */}
					<div className="hidden sm:block">
						<NoteForm
							lead={lead}
							proId={proId}
							stages={stages || []}
							canChangeStage={scope.canChangeStage}
						/>
					</div>
					<LeadReminders
						leadId={lead.id}
						proId={proId}
						canManage={scope.canManageLeads}
						externalOpen={showReminderDialog}
						onExternalClose={() => setShowReminderDialog(false)}
					/>
					<LeadDocuments
						leadId={lead.id}
						proId={proId}
						canManage={scope.canManageLeads}
						externalOpen={showUploadDialog}
						onExternalClose={() => setShowUploadDialog(false)}
					/>
				</div>
 
				{/* Right column (wider) — overview + timeline come first on mobile */}
				<div className="lg:col-span-2 space-y-6 order-first lg:order-none">
					<LeadOverview
						lead={lead}
						proId={proId}
						canEditLead={scope.canEditLead}
						canEditValue={scope.canEditValue}
					/>
 
					<LeadMessages leadId={lead.id} proId={proId} inquiryId={lead.inquiryId} />
 
					<div className="rounded-lg border border-border-default bg-background-elevated p-5">
						<h3 className="mb-4 text-xs font-semibold uppercase tracking-wider text-foreground-muted">
							Activity
						</h3>
						<ActivityTimeline
							activities={activityData?.activities || []}
							total={activityData?.total || 0}
						/>
					</div>
				</div>
			</div>
		</div>
 
		{/* Floating action bar — mobile only, hidden when any sheet is open */}
		{isMobile && !showNoteModal && !showReminderDialog && !showUploadDialog && (
			<div className="fixed inset-x-0 bottom-0 z-[61] flex items-center gap-2 border-t border-border-default bg-background-elevated px-4 py-3">
				<Button
					size="sm"
					variant="outline"
					className="flex-1"
					onClick={openNote}
				>
					<MessageSquarePlus aria-hidden="true" />
					Add note
				</Button>
				{/* Reminders and documents are lead writes staff do not have. */}
				{scope.canManageLeads && (
					<>
						<Button
							size="sm"
							variant="outline"
							className="flex-1"
							onClick={openReminder}
						>
							<Bell aria-hidden="true" />
							Reminder
						</Button>
						<Button
							size="sm"
							variant="outline"
							className="flex-1"
							onClick={openUpload}
						>
							<Upload aria-hidden="true" />
							Upload
						</Button>
					</>
				)}
			</div>
		)}
 
		{/* NoteForm bottom sheet — mobile only */}
		{showNoteModal && (
			<div className="fixed inset-0 z-[62] flex flex-col justify-end">
				<button
					type="button"
					aria-label="Close"
					className="fixed inset-0 bg-overlay-dark"
					onClick={() => setShowNoteModal(false)}
					tabIndex={-1}
				/>
				<div className="relative z-10 bg-background-base rounded-t-2xl animate-slide-up max-h-[85vh] flex flex-col mx-2">
					<div className="flex items-center justify-between border-b border-border-default bg-background-elevated px-4 py-3 rounded-t-2xl flex-shrink-0">
						<h2 className="text-lg font-semibold text-foreground-default">Add note</h2>
						<button
							type="button"
							onClick={() => setShowNoteModal(false)}
							className="p-1.5 text-foreground-subtle hover:text-foreground-default rounded-md"
							aria-label="Close"
						>
							<X className="h-5 w-5" />
						</button>
					</div>
					<div className="flex-1 overflow-y-auto p-4">
						<NoteForm
							lead={lead}
							proId={proId}
							stages={stages || []}
							canChangeStage={scope.canChangeStage}
							onClose={() => setShowNoteModal(false)}
							bare
						/>
					</div>
				</div>
			</div>
		)}
 
		{/* Stage change dialogs (for mobile header stage selector) */}
		<StageChangeDialogs
			pendingDrop={pendingDrop}
			orderValue={dialogOrderValue}
			onOrderValueChange={setDialogOrderValue}
			lossReasonCategory={dialogLossReasonCategory}
			onLossReasonCategoryChange={setDialogLossReasonCategory}
			lossReason={dialogLossReason}
			onLossReasonChange={setDialogLossReason}
			onConfirm={handleDialogConfirm}
			onCancel={() => {
				setPendingDrop(null);
				setDialogOrderValue("");
				setDialogLossReasonCategory("");
				setDialogLossReason("");
			}}
			isPending={changeStageMutation.isPending}
		/>
		</MobileFullPage>
	);
}