contrat nad booking modification

This commit is contained in:
Marshal
2026-07-20 12:24:58 +00:00
parent eb532399d9
commit b90afadfba
55 changed files with 1210 additions and 1373 deletions

View File

@@ -4,11 +4,10 @@ import { useQuery } from "@tanstack/react-query";
import { Button, Modal, Stack, Text, Textarea } from "@mantine/core";
import {
Check,
FileCheck,
Eye,
FilePen,
FileSignature,
MessageSquareWarning,
RefreshCw,
ShieldCheck,
XCircle,
Zap,
@@ -16,8 +15,10 @@ import {
import type { Freight } from "@edr/types";
import { api } from "@/services/api";
import { contractsService } from "@/services/contracts.service";
import { SectionCard } from "@/components/bookings/detail/SectionCard";
import { ContractDocumentEditorModal } from "@/components/contracts/ContractDocumentEditorModal";
import { ContractPreviewModal } from "@/components/contracts/ContractPreviewModal";
import type { useContractMutations } from "@/hooks/contracts/useContracts";
/** Dropdown-settings code holding the admin-configured contract validity days. */
@@ -51,11 +52,21 @@ export function ContractActionsToolbar({
const [editorOpen, setEditorOpen] = useState(false);
const [editorMode, setEditorMode] = useState<"accept" | "edit">("accept");
const [previewOpen, setPreviewOpen] = useState(false);
const [changesOpen, setChangesOpen] = useState(false);
const [changesNote, setChangesNote] = useState("");
const [rejectOpen, setRejectOpen] = useState(false);
const [rejectReason, setRejectReason] = useState("");
// Whether the document is editable depends on WHO is viewing — only the
// approver whose turn it is may edit — so the server decides, not the client.
const { data: draft } = useQuery({
queryKey: ["contracts", contract.id, "document-draft"],
queryFn: () => contractsService.getContractDocumentDraft(contract.id),
enabled: contract.status === "PENDING_APPROVAL",
staleTime: 0,
});
// Admin-configured validity durations (days) for the accept dialog. Staff can
// only pick one of these — no free-typing. Read-only setting, fetched once.
const { data: validitySetting, isLoading: validityLoading } = useQuery({
@@ -87,18 +98,11 @@ export function ContractActionsToolbar({
}
const canAccept = status === "SUBMITTED";
// While the contract is PENDING_APPROVAL and NO approver has acted yet, staff
// can edit this contract's articles and (re)generate its PDF. The first
// approval action locks the document.
const docLocked =
status !== "PENDING_APPROVAL" ||
(contract.approvalSteps ?? []).some((s) => s.status !== "PENDING");
const canEditGenerate = status === "PENDING_APPROVAL" && !docLocked;
const documentGenerated = Boolean(contract.contractGeneratedAt);
// Legacy fallback: if a contract ever lands on APPROVED without a document
// (older flow), still offer a manual generate that moves it to CONTRACT_READY.
const needsManualGenerate =
status === "APPROVED" && !contract.contractGeneratedAt;
// The document stays editable for the whole approval chain, but only by the
// approver whose turn it is. The server resolves that against the caller's
// position type; the client cannot derive it.
const canEditDocument = Boolean(draft?.editableByMe);
const inApproval = status === "PENDING_APPROVAL";
// Signing now happens on the contract VIEW page (staff must open and read the
// generated contract before signing) — no sign button in this toolbar.
const canViewContract =
@@ -154,56 +158,41 @@ export function ContractActionsToolbar({
</>
)}
{canEditGenerate && (
{inApproval && (
<>
<Text size="xs" c="dimmed">
{documentGenerated
? "Document generated. Approvers can now review it. You can still edit and regenerate until the first approval."
: "Review the contract document, edit its articles if needed, then generate it so approvers can review."}
{canEditDocument
? "It is your turn to approve. You can edit the articles before approving — the PDF is generated automatically once the last approver approves."
: draft?.nextApproverRole
? `Awaiting ${draft.nextApproverRole}. Only the current approver can edit the document.`
: "Awaiting approval."}
</Text>
<Button
fullWidth
variant="light"
color="gray"
leftSection={<FilePen size={16} />}
onClick={() => {
setEditorMode("edit");
setEditorOpen(true);
}}
leftSection={<Eye size={16} />}
onClick={() => setPreviewOpen(true)}
>
Edit contract articles
</Button>
<Button
fullWidth
color="edr-green"
leftSection={
documentGenerated ? (
<RefreshCw size={16} />
) : (
<FileCheck size={16} />
)
}
loading={mutations.generateContract.isPending}
onClick={() => mutations.generateContract.mutate()}
>
{documentGenerated ? "Regenerate contract" : "Generate contract"}
Preview document
</Button>
{canEditDocument && (
<Button
fullWidth
variant="light"
color="gray"
leftSection={<FilePen size={16} />}
onClick={() => {
setEditorMode("edit");
setEditorOpen(true);
}}
>
Edit contract articles
</Button>
)}
</>
)}
{needsManualGenerate && (
<Button
fullWidth
variant="light"
color="orange"
leftSection={<FileCheck size={16} />}
loading={mutations.generateContract.isPending}
onClick={() => mutations.generateContract.mutate()}
>
Generate contract
</Button>
)}
{canViewContract && (
<Button
fullWidth
@@ -233,8 +222,7 @@ export function ContractActionsToolbar({
the customer creates the booking in the portal. */}
{!canAccept &&
!canEditGenerate &&
!needsManualGenerate &&
!inApproval &&
!canViewContract &&
!canReviewClearance && (
<Text size="sm" c="dimmed">
@@ -267,6 +255,12 @@ export function ContractActionsToolbar({
}
/>
<ContractPreviewModal
opened={previewOpen}
onClose={() => setPreviewOpen(false)}
contractId={contract.id}
/>
{/* Request changes */}
<Modal
opened={changesOpen}

View File

@@ -1,5 +1,5 @@
import { useMemo, useState } from "react";
import { AlertTriangle, Check, FileCheck, ShieldCheck, X } from "lucide-react";
import { AlertTriangle, Check, ShieldCheck, X } from "lucide-react";
import {
Stack,
Group,
@@ -31,7 +31,6 @@ export function ContractApprovalStepsCard({
const [confirmOpen, setConfirmOpen] = useState(false);
const [pendingStep, setPendingStep] =
useState<Freight.IContractApprovalStep | null>(null);
const [needsGenerateOpen, setNeedsGenerateOpen] = useState(false);
const [rejectOpen, setRejectOpen] = useState(false);
const [rejectStepRow, setRejectStepRow] =
useState<Freight.IContractApprovalStep | null>(null);
@@ -48,17 +47,9 @@ export function ContractApprovalStepsCard({
const nextPending = steps.find((s) => s.status === "PENDING");
const summary = formatContractApprovalProgress(contract.status, steps);
// Approvers must review the GENERATED contract document before approving. If
// it has not been generated yet, block the approval and tell staff to generate
// it first (via "Generate contract" in Staff actions) — mirrors the server
// guard so the user sees a clear reason, not a generic failure toast.
const documentGenerated = Boolean(contract.contractGeneratedAt);
// Approvers review a live preview of the document; there is no PDF to
// generate first — the final approval is what produces it.
const openApprove = (step: Freight.IContractApprovalStep) => {
if (contract.status === "PENDING_APPROVAL" && !documentGenerated) {
setNeedsGenerateOpen(true);
return;
}
setPendingStep(step);
setConfirmOpen(true);
};
@@ -71,7 +62,7 @@ export function ContractApprovalStepsCard({
const runApprove = () => {
if (!pendingStep) return;
mutations.approveStep.mutate(
{ stepId: pendingStep.id, requiredRole: pendingStep.requiredRole },
{ stepId: pendingStep.id },
{ onSuccess: () => closeApprove() },
);
};
@@ -192,46 +183,6 @@ export function ContractApprovalStepsCard({
</Stack>
</Modal>
<Modal
opened={needsGenerateOpen}
onClose={() => setNeedsGenerateOpen(false)}
title={
<Group gap="xs">
<AlertTriangle size={18} color="var(--mantine-color-orange-6)" />
<Text fw={700}>Generate the contract first</Text>
</Group>
}
radius="md"
centered
>
<Stack gap="md">
<Text size="sm" c="dimmed">
The contract document for{" "}
<Text span fw={600} c="dark">
{contract.reference}
</Text>{" "}
has not been generated yet. Approvers must review the generated
document before it can be approved.
</Text>
<Text size="sm" c="dimmed">
Use{" "}
<Text span fw={600} c="dark">
Generate contract
</Text>{" "}
in the Staff actions panel edit the articles first if needed then
return here to approve.
</Text>
<Group justify="flex-end">
<Button
color="edr-green"
leftSection={<FileCheck size={16} />}
onClick={() => setNeedsGenerateOpen(false)}
>
Got it
</Button>
</Group>
</Stack>
</Modal>
<Modal
opened={rejectOpen}

View File

@@ -116,7 +116,9 @@ export function ContractDocumentEditorModal({
}
}, [mode, validityDays, validityOptions]);
const locked = mode === "edit" && Boolean(draft?.locked);
// Editing rights belong to the approver whose turn it is, so the server
// decides per-caller — the client cannot derive this from the contract alone.
const locked = mode === "edit" && !draft?.editableByMe;
const moveArticle = (index: number, delta: number) => {
setArticles((prev) => {
@@ -215,7 +217,9 @@ export function ContractDocumentEditorModal({
icon={locked ? <Lock size={16} /> : <Info size={16} />}
>
{locked
? "This document is locked — an approver has already acted, so it can no longer be edited."
? draft?.nextApproverRole
? `Only the current approver (${draft.nextApproverRole}) can edit this document right now.`
: "This document can no longer be edited — the contract has advanced beyond approval."
: "Edits apply to THIS contract only. The six shared templates are never changed."}
</Alert>

View File

@@ -0,0 +1,78 @@
import { useQuery } from "@tanstack/react-query";
import { Alert, Group, Loader, Modal, Text } from "@mantine/core";
import { Info } from "lucide-react";
import { contractsService } from "@/services/contracts.service";
interface ContractPreviewModalProps {
opened: boolean;
onClose: () => void;
contractId: string;
}
/**
* Live preview of the contract document. Renders server-side HTML, not the
* stored PDF — the PDF is only produced once the final approver approves, so
* before that this is the document. Served in an iframe so the contract's own
* styles stay sandboxed away from the app.
*/
export function ContractPreviewModal({
opened,
onClose,
contractId,
}: ContractPreviewModalProps) {
const { data, isLoading, isError } = useQuery({
queryKey: ["contracts", contractId, "contract-view"],
queryFn: () => contractsService.getContractView(contractId),
enabled: opened,
// The document changes as approvers edit it, so never serve a stale render.
staleTime: 0,
});
return (
<Modal
opened={opened}
onClose={onClose}
size="xl"
title="Contract document preview"
>
<Alert
icon={<Info size={16} />}
color="blue"
variant="light"
mb="sm"
p="xs"
>
<Text size="xs">
Draft preview. The PDF is generated automatically once the final
approver approves.
</Text>
</Alert>
{isLoading ? (
<Group gap="xs" py="xl" justify="center">
<Loader size="sm" />
<Text size="sm" c="dimmed">
Rendering document
</Text>
</Group>
) : isError || !data?.html ? (
<Text size="sm" c="red">
The document could not be rendered. Check that the contract has a
template and try again.
</Text>
) : (
<iframe
srcDoc={data.html}
title="Contract document preview"
style={{
width: "100%",
minHeight: "70vh",
border: "none",
background: "white",
}}
/>
)}
</Modal>
);
}

View File

@@ -0,0 +1,134 @@
import { useQuery } from "@tanstack/react-query";
import { History } from "lucide-react";
import { Badge, Group, Loader, Stack, Text, Timeline } from "@mantine/core";
import type { Freight } from "@edr/types";
import { contractsService } from "@/services/contracts.service";
import { SectionCard } from "@/components/bookings/detail/SectionCard";
interface ContractRevisionTimelineProps {
contractId: string;
}
type Change = Freight.IContractDocumentChange;
/** Badge colour + verb per change kind, so a revision reads at a glance. */
const CHANGE_STYLES: Record<Change["kind"], { color: string; label: string }> = {
ARTICLE_ADDED: { color: "green", label: "Added" },
ARTICLE_REMOVED: { color: "red", label: "Removed" },
ARTICLE_RENAMED: { color: "violet", label: "Renamed" },
ARTICLE_BODY_CHANGED: { color: "blue", label: "Edited" },
ARTICLE_REORDERED: { color: "gray", label: "Reordered" },
DOCUMENT_TITLE_CHANGED: { color: "grape", label: "Title" },
WHEREAS_CHANGED: { color: "teal", label: "Recitals" },
};
/** What the change applies to — an article title, or the document itself. */
function changeSubject(change: Change): string {
switch (change.kind) {
case "DOCUMENT_TITLE_CHANGED":
return change.fromTitle
? `${change.fromTitle}” → “${change.title}`
: change.title;
case "WHEREAS_CHANGED": {
const parts: string[] = [];
if (change.added) parts.push(`+${change.added}`);
if (change.removed) parts.push(`${change.removed}`);
return parts.join(" ") || "changed";
}
case "ARTICLE_RENAMED":
return `${change.fromTitle}” → “${change.title}`;
case "ARTICLE_REORDERED":
return `${change.title} (${change.fromOrder}${change.toOrder})`;
default:
return change.title;
}
}
function formatWhen(iso: string): string {
const date = new Date(iso);
return date.toLocaleString(undefined, {
dateStyle: "medium",
timeStyle: "short",
});
}
/**
* Audit trail of edits to the contract document. The document stays editable
* through the approval chain, so this is the record of who changed what.
*/
export function ContractRevisionTimeline({
contractId,
}: ContractRevisionTimelineProps) {
const { data: revisions, isLoading } = useQuery({
queryKey: ["contracts", contractId, "document-revisions"],
queryFn: () => contractsService.getContractDocumentRevisions(contractId),
});
return (
<SectionCard icon={History} title="Document history">
{isLoading ? (
<Group gap="xs">
<Loader size="xs" />
<Text size="sm" c="dimmed">
Loading history
</Text>
</Group>
) : !revisions?.length ? (
<Text size="sm" c="dimmed">
No edits recorded yet. Changes made to the contract articles during
approval will appear here.
</Text>
) : (
<Timeline
active={revisions.length}
bulletSize={18}
lineWidth={2}
color="edr-green"
>
{revisions.map((revision) => (
<Timeline.Item
key={revision.id}
title={
<Group gap="xs" wrap="nowrap">
<Text size="sm" fw={600}>
{revision.actorRole ?? "Staff"}
</Text>
<Text size="xs" c="dimmed">
{formatWhen(revision.createdAt)}
</Text>
</Group>
}
>
<Stack gap={6} mt={4}>
{revision.summary && (
<Text size="xs" c="dimmed">
{revision.summary}
</Text>
)}
{revision.changes.map((change, index) => {
const style = CHANGE_STYLES[change.kind];
return (
<Group key={index} gap="xs" wrap="nowrap" align="flex-start">
<Badge
size="xs"
variant="light"
color={style?.color ?? "gray"}
style={{ flexShrink: 0 }}
>
{style?.label ?? change.kind}
</Badge>
<Text size="xs" style={{ lineHeight: 1.5 }}>
{changeSubject(change)}
</Text>
</Group>
);
})}
</Stack>
</Timeline.Item>
))}
</Timeline>
)}
</SectionCard>
);
}