feat: add poa to the changes approval

This commit is contained in:
Nathnael
2026-07-10 08:45:39 +00:00
parent ea0f264d72
commit e5fce529fe
13 changed files with 1046 additions and 121 deletions

View File

@@ -34,7 +34,10 @@ import {
ResponseCompanyDto,
ResponseCompanyProfileDto,
} from "./dto/response-company.dto";
import { ProfileLicenseFileView } from "./entities/company-profile.entity";
import {
CompanyDocumentFileView,
ProfileLicenseFileView,
} from "./entities/company-profile.entity";
import { ResponseExternalProfileDto } from "./dto/response-external-profile.dto";
import { CompanyInfoResponseDto } from "./dto/company-info-response.dto";
import { UpdateProfileDto } from "./dto/update-profile.dto";
@@ -306,6 +309,49 @@ export class CompaniesController {
return this.companiesService.listProfileLicenseFiles(user.id, profileId);
}
@Get("poa-delegation")
@ApiOperation({
summary:
"List the Power of Attorney delegation letter (with review state) for the current user's company",
})
async listPoaDelegation(
@CurrentUser() user: CurrentIamUser,
): Promise<CompanyDocumentFileView[]> {
return this.companiesService.listPoaDelegationFiles(user.id);
}
@Post("poa-delegation")
@UseInterceptors(AnyFilesInterceptor())
@ApiConsumes("multipart/form-data")
@ApiOperation({
summary:
"Upload the Power of Attorney delegation letter, replacing any existing one. " +
"For an approved company the upload is staged for backoffice review; during " +
"onboarding it goes live.",
})
async uploadPoaDelegation(
@CurrentUser() user: CurrentIamUser,
@UploadedFiles() files: Array<Express.Multer.File>,
): Promise<CompanyDocumentFileView[]> {
const file = files?.[0];
if (!file) {
throw new BadRequestException("A delegation letter file is required");
}
return this.companiesService.uploadPoaDelegationLetter(user.id, file);
}
@Delete("poa-delegation/:fileId")
@ApiOperation({
summary:
"Remove the Power of Attorney delegation letter (staged for review on an approved company).",
})
async removePoaDelegation(
@CurrentUser() user: CurrentIamUser,
@Param("fileId", ParseUUIDPipe) fileId: string,
): Promise<CompanyDocumentFileView[]> {
return this.companiesService.removePoaDelegationLetter(user.id, fileId);
}
@Patch("active-mode")
@ApiOperation({
summary: "Switch the current user's active operational mode (importer/exporter)",

View File

@@ -37,6 +37,7 @@ import {
import { ExternalProfile } from "./entities/external-profile.entity";
import {
BusinessLicenseFile,
CompanyDocumentFileView,
CompanyProfile,
ProfileLicenseFileView,
ProfileType,
@@ -45,6 +46,7 @@ import {
import {
ChangeRequestStatus,
CompanyChangeRequest,
DocumentChangeIntent,
LicenseChangeIntent,
} from "./entities/company-change-request.entity";
@@ -56,6 +58,10 @@ const LICENSE_PENDING_CODE = "business_license_pending";
/** Mirrors the field seeded in seed/file-upload-settings.seeder.ts. */
const POA_DELEGATION_FILE_KEY = "poa_delegation_letter";
/** Code for a PoA letter staged in an open change request (not yet live). */
const POA_DELEGATION_PENDING_CODE = "poa_delegation_letter_pending";
/** FileRecord resource that company-level documents are stored under. */
const COMPANY_RESOURCE = "companies";
/** company.attributes keys that together mean "a PoA was entered". */
const POA_ATTRIBUTES = [
"poaName",
@@ -782,6 +788,7 @@ export class CompaniesService {
const companyUpdates = this.mapProfileDtoToCompanyUpdates(company, snapshot);
await this.companiesRepo.update(company.id, companyUpdates);
await this.applyLicenseChanges(request);
await this.applyDocumentChanges(request);
return (
(await this.changeRequestRepo.update(id, {
@@ -834,7 +841,12 @@ export class CompaniesService {
if (existing) {
const prev = existing.documents?.documentFileIds ?? [];
await this.changeRequestRepo.update(existing.id, {
documents: { documentFileIds: [...prev, ...fileIds] },
// Spread the existing documents blob: a bare object would drop any
// licenseChanges/documentChanges already staged on this request.
documents: {
...existing.documents,
documentFileIds: [...prev, ...fileIds],
},
submittedBy: submittedBy ?? existing.submittedBy ?? null,
submittedAt: now,
note: null,
@@ -866,12 +878,17 @@ export class CompaniesService {
);
}
await this.discardLicenseChanges(request);
await this.discardDocumentChanges(request);
return (
(await this.changeRequestRepo.update(id, {
status: ChangeRequestStatus.Rejected,
// Staged license uploads were just discarded; drop their intents so an
// amended resubmit never re-references deleted files.
documents: { ...request.documents, licenseChanges: [] },
// Staged license/document uploads were just discarded; drop their intents
// so an amended resubmit never re-references deleted files.
documents: {
...request.documents,
licenseChanges: [],
documentChanges: [],
},
note,
reviewedBy: reviewerId ?? null,
reviewedAt: new Date(),
@@ -1731,6 +1748,254 @@ export class CompaniesService {
}
}
// ---------------------------------------------------------------------------
// Power of Attorney delegation letter
//
// A company-level document that follows the same staged-review model as the
// business license: on an approved (Active) company an upload lands under the
// pending code and the live letter is flagged for removal, so the reviewer
// sees both and approval swaps them atomically. During onboarding it goes live.
// ---------------------------------------------------------------------------
/** The company's PoA letter(s), with each file's review status resolved. */
async listPoaDelegationFiles(
userId: string,
): Promise<CompanyDocumentFileView[]> {
const { company } = await this.getCompanyInfoByUserId(userId);
return this.getPoaDelegationView(company.id);
}
/**
* Upload the PoA delegation letter, replacing whatever is already on file.
* On an Active company this stages an `add` for the new file plus a `remove`
* for each live one; a letter still awaiting approval is withdrawn outright
* rather than stacking a second pending upload.
*/
async uploadPoaDelegationLetter(
userId: string,
file: Express.Multer.File,
): Promise<CompanyDocumentFileView[]> {
const { company } = await this.getCompanyInfoByUserId(userId);
const gated = company.status === CompanyStatus.Active;
const records = await this.filesService.findByResource(
company.id,
COMPANY_RESOURCE,
);
const live = records.filter((r) => r.code === POA_DELEGATION_FILE_KEY);
const staged = records.filter(
(r) => r.code === POA_DELEGATION_PENDING_CODE,
);
// Supersede an unreviewed upload instead of queueing another one.
for (const r of staged) {
await this.filesService.remove(r.id);
await this.withdrawDocumentIntent(company.id, r.id);
}
const created = await this.filesService.upload({
resourceId: company.id,
resource: COMPANY_RESOURCE,
code: gated ? POA_DELEGATION_PENDING_CODE : POA_DELEGATION_FILE_KEY,
file,
});
if (gated) {
await this.stageDocumentIntent(
company.id,
[
...live.map((r) => ({
op: "remove" as const,
fileId: r.id,
code: POA_DELEGATION_FILE_KEY,
fileName: r.name,
})),
{
op: "add" as const,
fileId: created.id,
code: POA_DELEGATION_FILE_KEY,
fileName: created.name,
},
],
userId,
);
} else {
// Onboarding: no review, so the old letter is simply replaced.
for (const r of live) await this.filesService.remove(r.id);
}
return this.getPoaDelegationView(company.id);
}
/**
* Remove the PoA letter. A staged upload is withdrawn outright; a live file on
* an Active company is kept and flagged for deletion on approval; during
* onboarding it is deleted immediately.
*/
async removePoaDelegationLetter(
userId: string,
fileId: string,
): Promise<CompanyDocumentFileView[]> {
const { company } = await this.getCompanyInfoByUserId(userId);
const record = await this.filesService.findById(fileId);
if (
record.resource !== COMPANY_RESOURCE ||
record.resourceId !== company.id ||
(record.code !== POA_DELEGATION_FILE_KEY &&
record.code !== POA_DELEGATION_PENDING_CODE)
) {
throw new NotFoundException(`Delegation letter ${fileId} not found`);
}
if (record.code === POA_DELEGATION_PENDING_CODE) {
await this.filesService.remove(fileId);
await this.withdrawDocumentIntent(company.id, fileId);
} else if (company.status === CompanyStatus.Active) {
await this.stageDocumentIntent(
company.id,
[
{
op: "remove",
fileId,
code: POA_DELEGATION_FILE_KEY,
fileName: record.name,
},
],
userId,
);
} else {
await this.filesService.remove(fileId);
}
return this.getPoaDelegationView(company.id);
}
private async getPoaDelegationView(
companyId: string,
): Promise<CompanyDocumentFileView[]> {
const pending =
await this.changeRequestRepo.findPendingByCompanyId(companyId);
const removeIds = new Set(
(pending?.documents?.documentChanges ?? [])
.filter((c) => c.op === "remove")
.map((c) => c.fileId),
);
const records = await this.filesService.findByResource(
companyId,
COMPANY_RESOURCE,
);
return records
.filter(
(r) =>
r.code === POA_DELEGATION_FILE_KEY ||
r.code === POA_DELEGATION_PENDING_CODE,
)
.map((r) => ({
id: r.id,
name: r.name,
size: r.size,
mimeType: r.mimeType,
status:
r.code === POA_DELEGATION_PENDING_CODE
? ("pending_add" as const)
: removeIds.has(r.id)
? ("pending_remove" as const)
: ("live" as const),
}));
}
/** Open or append a pending change request recording document add/remove intents. */
private async stageDocumentIntent(
companyId: string,
changes: DocumentChangeIntent[],
submittedBy?: string,
): Promise<void> {
if (changes.length === 0) return;
const now = new Date();
const existing =
await this.changeRequestRepo.findPendingByCompanyId(companyId);
if (existing) {
const prev = existing.documents?.documentChanges ?? [];
// Re-uploading twice before review would otherwise stage a second `remove`
// for the same live file, and the duplicate would fail on approval.
const seen = new Set(prev.map((c) => `${c.op}:${c.fileId}`));
const fresh = changes.filter((c) => !seen.has(`${c.op}:${c.fileId}`));
if (fresh.length === 0) return;
await this.changeRequestRepo.update(existing.id, {
documents: {
...existing.documents,
documentChanges: [...prev, ...fresh],
},
submittedBy: submittedBy ?? existing.submittedBy ?? null,
submittedAt: now,
note: null,
});
} else {
await this.changeRequestRepo.create({
companyId,
snapshot: {},
documents: { documentChanges: changes },
status: ChangeRequestStatus.Pending,
submittedBy: submittedBy ?? null,
submittedAt: now,
});
}
}
/**
* Drop a staged document intent referencing `fileId`. If that empties the
* request entirely, delete it so the customer's settings page unlocks.
*/
private async withdrawDocumentIntent(
companyId: string,
fileId: string,
): Promise<void> {
const existing =
await this.changeRequestRepo.findPendingByCompanyId(companyId);
if (!existing) return;
const remaining = (existing.documents?.documentChanges ?? []).filter(
(c) => c.fileId !== fileId,
);
const docs = existing.documents ?? {};
const stillHasWork =
remaining.length > 0 ||
(docs.licenseChanges?.length ?? 0) > 0 ||
(docs.documentFileIds?.length ?? 0) > 0 ||
Object.keys(existing.snapshot ?? {}).length > 0;
if (stillHasWork) {
await this.changeRequestRepo.update(existing.id, {
documents: { ...docs, documentChanges: remaining },
});
} else {
await this.changeRequestRepo.softDelete(existing.id);
}
}
/** Apply a request's staged document changes: promote adds, delete removes. */
private async applyDocumentChanges(
request: CompanyChangeRequest,
): Promise<void> {
for (const change of request.documents?.documentChanges ?? []) {
if (change.op === "add") {
await this.filesService.setCode(change.fileId, change.code);
} else {
await this.filesService.remove(change.fileId);
}
}
}
/** Discard a rejected request's staged document uploads (adds only). */
private async discardDocumentChanges(
request: CompanyChangeRequest,
): Promise<void> {
for (const change of request.documents?.documentChanges ?? []) {
if (change.op === "add") {
await this.filesService.remove(change.fileId);
}
}
}
/**
* Resolve which company_profile a new booking belongs to, from the company
* and the booking's trade direction. IMPORT → importer profile, EXPORT →

View File

@@ -1,6 +1,7 @@
import {
ChangeRequestStatus,
CompanyChangeRequest,
DocumentChangeIntent,
LicenseChangeIntent,
} from "../entities/company-change-request.entity";
@@ -18,6 +19,8 @@ export class ChangeRequestResponseDto {
documentFileIds: string[];
/** Staged business-license add/remove intents attached to this request. */
licenseChanges: LicenseChangeIntent[];
/** Staged company-document add/remove intents (e.g. the PoA letter). */
documentChanges: DocumentChangeIntent[];
note: string | null;
submittedBy: string | null;
submittedAt: Date | null;
@@ -33,6 +36,7 @@ export class ChangeRequestResponseDto {
this.snapshot = req.snapshot ?? {};
this.documentFileIds = req.documents?.documentFileIds ?? [];
this.licenseChanges = req.documents?.licenseChanges ?? [];
this.documentChanges = req.documents?.documentChanges ?? [];
this.note = req.note ?? null;
this.submittedBy = req.submittedBy ?? null;
this.submittedAt = req.submittedAt ?? null;

View File

@@ -30,12 +30,34 @@ export interface LicenseChangeIntent {
fileName?: string;
}
/**
* A staged change to a company-level document, awaiting review. Same semantics
* as {@link LicenseChangeIntent} but keyed by the document's FileRecord `code`
* (e.g. `poa_delegation_letter`) rather than a profile: `add` → uploaded under
* the pending code, promoted to `code` on approval; `remove` → a live file that
* is deleted on approval. A replace is a `remove` plus an `add`.
*/
export interface DocumentChangeIntent {
op: "add" | "remove";
fileId: string;
/** The live FileRecord code this op targets (the upload setting's fileKey). */
code: string;
/** File name, snapshotted for the backoffice review screen. */
fileName?: string;
}
/** File references staged alongside a change request (documents/licenses). */
export interface ChangeRequestDocuments {
/** FileRecord ids uploaded against the company while this request was open. */
/**
* FileRecord ids uploaded against the company while this request was open.
* These go live immediately — only their ids are recorded, for the reviewer.
* Contrast `documentChanges`, which stages the file behind the pending code.
*/
documentFileIds?: string[];
/** Staged per-profile business-license add/remove intents. */
licenseChanges?: LicenseChangeIntent[];
/** Staged company-level document add/remove intents (e.g. the PoA letter). */
documentChanges?: DocumentChangeIntent[];
}
@Entity({ schema: "freight", name: "company_change_request" })

View File

@@ -31,17 +31,28 @@ export interface BusinessLicenseFile {
mimeType?: string;
}
/**
* `live` — approved & in effect; `pending_add` — uploaded, awaiting approval;
* `pending_remove` — live but flagged for deletion on approval.
*/
export type StagedFileStatus = "live" | "pending_add" | "pending_remove";
/** A business-license file plus its change-review state, surfaced to clients. */
export interface ProfileLicenseFileView {
id: string;
name: string;
size: number;
mimeType: string;
/**
* `live` — approved & in effect; `pending_add` — uploaded, awaiting approval;
* `pending_remove` — live but flagged for deletion on approval.
*/
status: "live" | "pending_add" | "pending_remove";
status: StagedFileStatus;
}
/** A company-level document (e.g. the PoA letter) with its change-review state. */
export interface CompanyDocumentFileView {
id: string;
name: string;
size: number;
mimeType: string;
status: StagedFileStatus;
}
@Entity({ schema: "freight", name: "company_profiles" })

View File

@@ -153,6 +153,7 @@ export function ChangeRequestReview({ company }: { company: Company }) {
: ([] as string[]);
const docCount = pending?.documentFileIds?.length ?? 0;
const licenseChanges = pending?.licenseChanges ?? [];
const documentChanges = pending?.documentChanges ?? [];
const confirmReject = () => {
if (!rejectId) return;
@@ -210,11 +211,75 @@ export function ChangeRequestReview({ company }: { company: Company }) {
</Text>
)}
{documentChanges.length > 0 && (
<Stack gap={8}>
<Text size="sm" fw={600} c="edr-text">
Document changes
</Text>
{documentChanges.map((c, i) => (
<Group key={`${c.fileId}-${i}`} gap={8} wrap="nowrap">
{c.op === "add" ? (
<FilePlus2 size={15} className="text-edr-muted" />
) : (
<FileX2 size={15} className="text-edr-muted" />
)}
<Badge
size="sm"
radius="sm"
variant="light"
color={c.op === "add" ? "green" : "red"}
>
{c.op === "add" ? "Add" : "Remove"}
</Badge>
<Anchor
component="button"
type="button"
size="sm"
onClick={() =>
view({
name: c.fileName ?? humanize(c.code),
url: fileViewUrl(c.fileId),
})
}
style={{
textDecoration:
c.op === "remove" ? "line-through" : undefined,
}}
>
{c.fileName ?? humanize(c.code)}
</Anchor>
<Text size="xs" c="dimmed">
{humanize(c.code)}
</Text>
</Group>
))}
</Stack>
)}
{docCount > 0 && (
<Text size="sm" c="dimmed">
{docCount} document{docCount === 1 ? "" : "s"} uploaded with this
request review them in the Documents tab.
</Text>
<Stack gap={8}>
<Text size="sm" fw={600} c="edr-text">
Documents uploaded with this request
</Text>
{pending!.documentFileIds.map((fileId, i) => (
<Group key={fileId} gap={8} wrap="nowrap">
<FilePlus2 size={15} className="text-edr-muted" />
<Anchor
component="button"
type="button"
size="sm"
onClick={() =>
view({
name: `Document ${i + 1}`,
url: fileViewUrl(fileId),
})
}
>
Document {i + 1}
</Anchor>
</Group>
))}
</Stack>
)}
{licenseChanges.length > 0 && (

View File

@@ -93,6 +93,8 @@ function tableStatus(query: { isLoading: boolean; isError: boolean }) {
/** Matches the fileKey seeded in the API's file-upload-settings seeder. */
const POA_DELEGATION_CODE = "poa_delegation_letter";
/** A letter uploaded by an approved customer, awaiting this reviewer's approval. */
const POA_DELEGATION_PENDING_CODE = "poa_delegation_letter_pending";
export default function CustomerDetailPage() {
const { id } = useParams<{ id: string }>();
@@ -536,9 +538,15 @@ export default function CustomerDetailPage() {
);
const poaDocuments = useMemo(
() => documents.filter((d) => d.code === POA_DELEGATION_CODE),
() =>
documents.filter(
(d) =>
d.code === POA_DELEGATION_CODE ||
d.code === POA_DELEGATION_PENDING_CODE,
),
[documents],
);
const poaLive = poaDocuments.filter((d) => d.code === POA_DELEGATION_CODE);
const poaFields = [
{ label: "PoA name", value: company?.poaName },
{ label: "PoA email", value: company?.poaEmail },
@@ -553,7 +561,7 @@ export default function CustomerDetailPage() {
(p) => p.type === "freight_forwarder",
);
const delegationMissing =
(hasPoaDetails || poaMandatory) && poaDocuments.length === 0;
(hasPoaDetails || poaMandatory) && poaLive.length === 0;
if (isLoading) {
return (
@@ -713,7 +721,7 @@ export default function CustomerDetailPage() {
<Badge size="sm" color="red" variant="light">
Delegation letter missing
</Badge>
) : poaDocuments.length > 0 ? (
) : poaLive.length > 0 ? (
<Badge size="sm" color="edr-green" variant="light">
Delegation letter on file
</Badge>
@@ -806,6 +814,16 @@ export default function CustomerDetailPage() {
{formatBytes(doc.size)} ·{" "}
{formatDate(doc.uploadedAt)}
</Text>
{doc.code === POA_DELEGATION_PENDING_CODE && (
<Badge
size="xs"
color="yellow"
variant="light"
className="shrink-0"
>
Pending approval
</Badge>
)}
</Group>
<Group gap={4} wrap="nowrap">
<ActionIcon

View File

@@ -79,6 +79,15 @@ export interface LicenseChangeIntent {
fileName?: string;
}
/** A staged company-level document add/remove (e.g. the PoA delegation letter). */
export interface DocumentChangeIntent {
op: "add" | "remove";
fileId: string;
/** The live FileRecord code this op targets (the upload setting's fileKey). */
code: string;
fileName?: string;
}
/**
* A staged profile-edit change request. The customer's settings edits land here
* (pending) until a reviewer approves (applies them) or rejects (with a note).
@@ -92,6 +101,8 @@ export interface CompanyChangeRequest {
documentFileIds: string[];
/** Staged business-license add/remove intents attached to this request. */
licenseChanges: LicenseChangeIntent[];
/** Staged company-document add/remove intents (e.g. the PoA letter). */
documentChanges: DocumentChangeIntent[];
note: string | null;
submittedAt: string | null;
reviewedAt: string | null;

View File

@@ -102,6 +102,9 @@ export const URL_CONSTANTS = {
`/api/companies/company-profiles/${profileId}/license/${fileId}`,
PROFILE_LICENSE_REPLACE: (profileId: string, fileId: string) =>
`/api/companies/company-profiles/${profileId}/license/${fileId}/replace`,
POA_DELEGATION: "/api/companies/poa-delegation",
POA_DELEGATION_FILE: (fileId: string) =>
`/api/companies/poa-delegation/${fileId}`,
PROFILE_CHANGE_REQUEST: "/api/companies/profile/change-request",
PROFILE_REAPPLY: (profileId: string) =>
`/api/companies/company-profiles/${profileId}/reapply`,

View File

@@ -61,6 +61,13 @@ function documentSettingCode(nationality: string | null | undefined): string {
: "company_onboarding_documents_ethiopian";
}
/**
* The delegation letter ships in the same nationality document set, but it is
* edited on the Power of Attorney tab (where it is staged for review alongside
* the PoA details), so it is excluded from this tab's uploader.
*/
const POA_DELEGATION_FILE_KEY = "poa_delegation_letter";
export default function TabDocuments({
profile,
mode = "edit",
@@ -78,6 +85,17 @@ export default function TabDocuments({
}),
);
const docSetting = useMemo(() => {
const setting = docSettingQuery.data;
if (!setting) return setting;
return {
...setting,
fields: setting.fields.filter(
(f) => f.fileKey !== POA_DELEGATION_FILE_KEY,
),
};
}, [docSettingQuery.data]);
const docsQuery = useQuery(
api.companies.documents.queryOptions({
input: { companyId: profile.companyId },
@@ -139,7 +157,7 @@ export default function TabDocuments({
const validateRequired = (): Record<string, string> => {
const errs: Record<string, string> = {};
for (const field of docSettingQuery.data?.fields ?? []) {
for (const field of docSetting?.fields ?? []) {
const min = getMinFiles(field);
if (min <= 0) continue;
if (uploadedKeys.includes(field.fileKey)) continue;
@@ -169,13 +187,13 @@ export default function TabDocuments({
<Center py="xl">
<Loader2 size={24} className="animate-spin" />
</Center>
) : !docSettingQuery.data ? (
) : !docSetting ? (
<Text c="edr-muted" size="sm" ta="center" py="md">
No document requirements configured for your account.
</Text>
) : (
<SmartFileInput
file={docSettingQuery.data}
file={docSetting}
value={documentFiles}
onChange={handleFilesChange}
errors={fieldErrors}
@@ -185,7 +203,7 @@ export default function TabDocuments({
/>
)}
{docSettingQuery.data && (
{docSetting && (
<Group
justify="space-between"
mt="lg"

View File

@@ -1,20 +1,44 @@
import { useMemo } from "react";
import { useMutation, useQueryClient } from "@tanstack/react-query";
import { useMemo, useRef, useState } from "react";
import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
import { useForm } from "react-hook-form";
import { zodResolver } from "@hookform/resolvers/zod";
import { z } from "zod";
import { CheckCircle2, Save, UserCheck, XCircle } from "lucide-react";
import {
CheckCircle2,
Clock,
FileText,
RefreshCw,
Save,
Trash2,
Undo2,
UploadCloud,
UserCheck,
XCircle,
} from "lucide-react";
import {
ActionIcon,
Alert,
Anchor,
Badge,
Button,
Card,
Group,
Loader,
Stack,
Title,
Text,
TextInput,
Button,
Tooltip,
Grid,
} from "@mantine/core";
import { useFileViewer, type ViewableFile } from "@edr/ui-common";
import { api } from "@/services/api";
import { fileViewUrl } from "@/constants/apiConfig";
import {
companiesService,
type LicenseFile,
type LicenseFileStatus,
} from "@/services/companies.service";
import { ControlledPhoneField, isValidPhone } from "@/components/PhoneField";
import type { ProfileResponse } from "@/types/profile";
@@ -31,6 +55,32 @@ const schema = z.object({
type FormData = z.infer<typeof schema>;
const LETTER_ACCEPT = ".pdf,.png,.jpg,.jpeg";
const STATUS_BADGE: Record<
LicenseFileStatus,
{ label: string; bg: string; fg: string } | null
> = {
live: null,
pending_add: {
label: "Pending approval",
bg: "var(--mantine-color-edr-amber-soft-0)",
fg: "var(--mantine-color-edr-amber-text-0)",
},
pending_remove: {
label: "Removal pending",
bg: "var(--mantine-color-edr-red-soft-0)",
fg: "var(--mantine-color-edr-red-0)",
},
};
function formatBytes(bytes: number): string {
if (!bytes) return "";
const units = ["B", "KB", "MB", "GB"];
const i = Math.floor(Math.log(bytes) / Math.log(1024));
return `${parseFloat((bytes / Math.pow(1024, i)).toFixed(1))} ${units[i]}`;
}
interface TabPowerOfAttorneyProps {
profile: ProfileResponse;
mode?: "edit" | "onboarding";
@@ -43,6 +93,8 @@ export default function TabPowerOfAttorney({
onContinue,
}: TabPowerOfAttorneyProps) {
const queryClient = useQueryClient();
const { view, viewer } = useFileViewer();
const uploadInputRef = useRef<HTMLInputElement>(null);
const defaultValues = useMemo((): FormData => {
return {
@@ -59,22 +111,75 @@ export default function TabPowerOfAttorney({
control,
handleSubmit,
reset,
watch,
formState: { errors, isDirty },
} = useForm<FormData>({
resolver: zodResolver(schema),
values: defaultValues,
});
const letterQuery = useQuery(api.companies.poaDelegation.queryOptions({}));
const letters = useMemo(() => letterQuery.data ?? [], [letterQuery.data]);
// The letter is staged locally, not uploaded on pick. Uploading immediately
// would open a change request, which locks the whole settings page (see
// SettingsPage's `locked` fieldset) before the text fields could be saved.
// Save submits the file and the fields together, into one change request.
const [pickedFile, setPickedFile] = useState<File | null>(null);
const [removeIds, setRemoveIds] = useState<string[]>([]);
const [letterError, setLetterError] = useState<string | null>(null);
const [saveBlocked, setSaveBlocked] = useState(false);
/** Letters that will still be on file once the staged edits are applied. */
const remainingLetters = letters.filter(
(f) => f.status !== "pending_remove" && !removeIds.includes(f.id),
);
const hasLetterAfterSave = Boolean(pickedFile) || remainingLetters.length > 0;
// A freight forwarder signs on other companies' behalf, so its PoA — details
// and delegation letter both — is mandatory rather than optional.
const requirePoa = profile.companyProfiles.some(
(p) => p.type === "freight_forwarder",
);
const poaValues = watch([
"poaName",
"poaEmail",
"poaPhone",
"poaLocation",
"poaAddress",
]);
const poaProvided = poaValues.some((v) => v?.trim());
const letterRequired = requirePoa || poaProvided;
const letterMissing = letterRequired && !hasLetterAfterSave;
const fileDirty = Boolean(pickedFile) || removeIds.length > 0;
const mutation = useMutation({
mutationFn: (data: FormData) =>
api.companies.updateProfile.call({
mutationFn: async (data: FormData) => {
// A fresh upload already stages the removal of every live letter, so the
// explicit removals only need applying when no replacement was picked.
if (pickedFile) {
await companiesService.uploadPoaDelegation(pickedFile);
} else {
for (const fileId of removeIds) {
await companiesService.removePoaDelegation(fileId);
}
}
return api.companies.updateProfile.call({
poaName: data.poaName || undefined,
poaPhone: data.poaPhone || undefined,
poaEmail: data.poaEmail || undefined,
poaLocation: data.poaLocation || undefined,
poaAddress: data.poaAddress || undefined,
}),
});
},
onSuccess: () => {
setPickedFile(null);
setRemoveIds([]);
setLetterError(null);
queryClient.invalidateQueries({
queryKey: api.companies.poaDelegation.queryKey(),
});
queryClient.invalidateQueries({
queryKey: api.companies.getProfile.queryKey(),
});
@@ -82,112 +187,431 @@ export default function TabPowerOfAttorney({
},
});
const onSubmit = (data: FormData) => mutation.mutate(data);
const onSubmit = (data: FormData) => {
// The letter lives outside the form state, so it's gated here rather than
// in the zod resolver.
if (letterMissing) {
setSaveBlocked(true);
return;
}
setSaveBlocked(false);
mutation.mutate(data);
};
const resetAll = () => {
reset();
setPickedFile(null);
setRemoveIds([]);
setSaveBlocked(false);
setLetterError(null);
};
const pickFile = (file: File) => {
setLetterError(null);
setSaveBlocked(false);
setPickedFile(file);
};
const toggleRemove = (fileId: string) => {
setSaveBlocked(false);
setRemoveIds((prev) =>
prev.includes(fileId)
? prev.filter((id) => id !== fileId)
: [...prev, fileId],
);
};
return (
<Card padding="lg">
<Group gap="sm" mb="xs">
<UserCheck size={20} />
<Title order={3}>Power of Attorney</Title>
</Group>
<Text c="edr-muted" size="sm" mb="lg">
Power of Attorney details are optional. Fill them in if you have an
authorized representative, or leave blank.
</Text>
<>
<Card padding="lg">
<Group gap="sm" mb="xs">
<UserCheck size={20} />
<Title order={3}>Power of Attorney</Title>
{requirePoa && (
<Badge size="sm" variant="light" color="blue">
Required for freight forwarder
</Badge>
)}
</Group>
<Text c="edr-muted" size="sm" mb="lg">
{requirePoa
? "As a freight forwarder you act on other companies' behalf, so a Power of Attorney and its delegation letter are required."
: "Power of Attorney details are optional. If you name a representative, upload the delegation letter authorising them."}
</Text>
<form onSubmit={handleSubmit(onSubmit)}>
<Stack gap="md">
<TextInput
label="PoA Full Name"
placeholder="Authorized Representative Name"
error={errors.poaName?.message}
{...register("poaName")}
/>
<form onSubmit={handleSubmit(onSubmit)}>
<Stack gap="md">
<TextInput
label="PoA Full Name"
placeholder="Authorized Representative Name"
error={errors.poaName?.message}
{...register("poaName")}
/>
<Grid>
<Grid.Col span={6}>
<TextInput
label="PoA Email"
type="email"
placeholder="poa@company.com"
error={errors.poaEmail?.message}
{...register("poaEmail")}
/>
</Grid.Col>
<Grid.Col span={6}>
<ControlledPhoneField
control={control}
name="poaPhone"
label="PoA Phone"
/>
</Grid.Col>
</Grid>
<Grid>
<Grid.Col span={6}>
<TextInput
label="PoA Email"
type="email"
placeholder="poa@company.com"
error={errors.poaEmail?.message}
{...register("poaEmail")}
/>
</Grid.Col>
<Grid.Col span={6}>
<ControlledPhoneField
control={control}
name="poaPhone"
label="PoA Phone"
/>
</Grid.Col>
</Grid>
<Grid>
<Grid.Col span={6}>
<TextInput
label="PoA Location"
placeholder="City, Country"
error={errors.poaLocation?.message}
{...register("poaLocation")}
/>
</Grid.Col>
<Grid.Col span={6}>
<TextInput
label="PoA Address"
placeholder="Full Address"
error={errors.poaAddress?.message}
{...register("poaAddress")}
/>
</Grid.Col>
</Grid>
</Stack>
<Grid>
<Grid.Col span={6}>
<TextInput
label="PoA Location"
placeholder="City, Country"
error={errors.poaLocation?.message}
{...register("poaLocation")}
/>
</Grid.Col>
<Grid.Col span={6}>
<TextInput
label="PoA Address"
placeholder="Full Address"
error={errors.poaAddress?.message}
{...register("poaAddress")}
/>
</Grid.Col>
</Grid>
</Stack>
<Group
justify="space-between"
mt="xl"
pt="md"
style={{ borderTop: "1px solid var(--mantine-color-edr-border-0)" }}
>
<Group gap="xs">
{mutation.isSuccess && (
<Group gap={6} c="green">
<CheckCircle2 size={16} />
<Text size="sm" fw={500}>
Saved successfully
{/* ------------------------ Delegation letter ------------------------ */}
<Stack gap="sm" mt="xl">
<Group justify="space-between" align="center">
<Group gap="sm">
<FileText size={18} />
<Text fw={600} c="edr-text">
Delegation letter
</Text>
</Group>
)}
{mutation.isError && (
<Group gap={6} c="red">
<XCircle size={16} />
<Text size="sm" fw={500}>
Save failed
</Text>
</Group>
)}
</Group>
<Group gap="md">
{mode === "edit" && (
<Button
type="button"
variant="outline"
disabled={mutation.isPending || !isDirty}
onClick={() => reset()}
variant="light"
size="xs"
leftSection={
hasLetterAfterSave ? (
<RefreshCw size={14} />
) : (
<UploadCloud size={14} />
)
}
disabled={mutation.isPending}
onClick={() => uploadInputRef.current?.click()}
>
Reset
{hasLetterAfterSave ? "Replace letter" : "Upload letter"}
</Button>
</Group>
<Text c="edr-muted" size="xs">
The signed letter in which the General Manager delegates the
representative above. Submitted to EDR for review together with the
details; it takes effect once approved.
</Text>
{saveBlocked && letterMissing && (
<Alert
color="red"
variant="light"
icon={<XCircle size={18} />}
>
{requirePoa
? "Upload the delegation letter before saving — it is required for freight forwarders."
: "Upload the delegation letter for the representative you named, or clear the PoA details."}
</Alert>
)}
<Button
type="submit"
leftSection={<Save size={16} />}
loading={mutation.isPending}
>
{mode === "onboarding" ? "Continue" : "Save Changes"}
</Button>
{letterQuery.isLoading ? (
<Group justify="center" py="md">
<Loader size="sm" color="edr-green" />
</Group>
) : letters.length === 0 && !pickedFile ? (
<Card
padding="md"
radius="md"
style={{
borderStyle: "dashed",
backgroundColor: "var(--mantine-color-edr-bg-0)",
}}
>
<Text size="sm" c="edr-muted" ta="center">
No delegation letter uploaded.
</Text>
</Card>
) : (
<Stack gap="xs">
{letters.map((f) => (
<LetterRow
key={f.id}
file={f}
markedForRemoval={removeIds.includes(f.id)}
supersededBy={pickedFile}
disabled={mutation.isPending}
onToggleRemove={() => toggleRemove(f.id)}
onViewFile={view}
/>
))}
{pickedFile && (
<Card
padding="sm"
radius="md"
withBorder
style={{
backgroundColor: "var(--mantine-color-edr-card-0)",
}}
>
<Group gap="sm" wrap="nowrap">
<FileText
size={18}
className="text-edr-muted"
style={{ flexShrink: 0 }}
/>
<Stack gap={0} style={{ minWidth: 0, flex: 1 }}>
<Text size="sm" fw={600} c="edr-text" lineClamp={1}>
{pickedFile.name}
</Text>
<Text size="xs" c="edr-muted">
{formatBytes(pickedFile.size)}
</Text>
</Stack>
<Badge
size="sm"
radius="sm"
variant="light"
color="blue"
style={{ flexShrink: 0 }}
>
Submitted on save
</Badge>
<Tooltip label="Discard" withArrow>
<ActionIcon
variant="subtle"
color="red"
aria-label="Discard selected letter"
disabled={mutation.isPending}
onClick={() => setPickedFile(null)}
>
<Trash2 size={15} />
</ActionIcon>
</Tooltip>
</Group>
</Card>
)}
</Stack>
)}
{profile.reviewStatus === "pending" && (
<Group gap={6} c="edr-amber-text">
<Clock size={13} />
<Text size="xs" fw={500}>
Awaiting EDR review this letter takes effect once approved.
</Text>
</Group>
)}
{letterError && (
<Group gap={6} c="red">
<XCircle size={13} />
<Text size="xs" fw={500}>
{letterError}
</Text>
</Group>
)}
<input
ref={uploadInputRef}
type="file"
accept={LETTER_ACCEPT}
style={{ display: "none" }}
onChange={(e) => {
const file = e.target.files?.[0];
if (file) pickFile(file);
e.target.value = "";
}}
/>
</Stack>
<Group
justify="space-between"
mt="xl"
pt="md"
style={{ borderTop: "1px solid var(--mantine-color-edr-border-0)" }}
>
<Group gap="xs">
{mutation.isSuccess && (
<Group gap={6} c="green">
<CheckCircle2 size={16} />
<Text size="sm" fw={500}>
Saved successfully
</Text>
</Group>
)}
{mutation.isError && (
<Group gap={6} c="red">
<XCircle size={16} />
<Text size="sm" fw={500}>
Save failed
</Text>
</Group>
)}
</Group>
<Group gap="md">
{mode === "edit" && (
<Button
type="button"
variant="outline"
disabled={mutation.isPending || (!isDirty && !fileDirty)}
onClick={resetAll}
>
Reset
</Button>
)}
<Button
type="submit"
leftSection={<Save size={16} />}
loading={mutation.isPending}
>
{mode === "onboarding" ? "Continue" : "Save Changes"}
</Button>
</Group>
</Group>
</Group>
</form>
</form>
</Card>
{viewer}
</>
);
}
/**
* One letter already on file. `pending_add` / `pending_remove` reflect a change
* request the backoffice hasn't ruled on yet; `markedForRemoval` and
* `supersededBy` are this session's unsaved edits.
*/
function LetterRow({
file,
markedForRemoval,
supersededBy,
disabled,
onToggleRemove,
onViewFile,
}: {
file: LicenseFile;
markedForRemoval: boolean;
supersededBy: File | null;
disabled: boolean;
onToggleRemove: () => void;
onViewFile: (file: ViewableFile) => void;
}) {
const badge = STATUS_BADGE[file.status];
const superseded = Boolean(supersededBy) && file.status !== "pending_remove";
const struck =
file.status === "pending_remove" || markedForRemoval || superseded;
return (
<Card
padding="sm"
radius="md"
withBorder
style={{ backgroundColor: "var(--mantine-color-edr-card-0)" }}
>
<Group gap="sm" wrap="nowrap">
<FileText
size={18}
className="text-edr-muted"
style={{ flexShrink: 0 }}
/>
<Stack gap={0} style={{ minWidth: 0, flex: 1 }}>
<Anchor
component="button"
type="button"
size="sm"
fw={600}
onClick={() =>
onViewFile({
name: file.name,
url: fileViewUrl(file.id),
mimeType: file.mimeType,
})
}
style={{
textAlign: "left",
textDecoration: struck ? "line-through" : undefined,
}}
lineClamp={1}
>
{file.name}
</Anchor>
{file.size > 0 && (
<Text size="xs" c="edr-muted">
{formatBytes(file.size)}
</Text>
)}
</Stack>
{badge && (
<Badge
size="sm"
radius="sm"
variant="light"
leftSection={<Clock size={11} />}
style={{ backgroundColor: badge.bg, color: badge.fg, flexShrink: 0 }}
>
{badge.label}
</Badge>
)}
{superseded && !markedForRemoval && (
<Badge
size="sm"
radius="sm"
variant="light"
color="gray"
style={{ flexShrink: 0 }}
>
Replaced on save
</Badge>
)}
{markedForRemoval && (
<Badge
size="sm"
radius="sm"
variant="light"
color="red"
style={{ flexShrink: 0 }}
>
Removed on save
</Badge>
)}
{file.status !== "pending_remove" && !superseded && (
<Tooltip
label={markedForRemoval ? "Keep" : "Remove"}
withArrow
>
<ActionIcon
variant="subtle"
color={markedForRemoval ? "gray" : "red"}
aria-label={
markedForRemoval ? `Keep ${file.name}` : `Remove ${file.name}`
}
disabled={disabled}
onClick={onToggleRemove}
>
{markedForRemoval ? <Undo2 size={15} /> : <Trash2 size={15} />}
</ActionIcon>
</Tooltip>
)}
</Group>
</Card>
);
}

View File

@@ -59,6 +59,7 @@ import type {
CompanyInfoResponse,
CompanyNationality,
CompanyProfileResponse,
LicenseFile,
CreateCompanyPayload,
DashboardSummary,
OnboardingRequirements,
@@ -231,6 +232,12 @@ export const api = {
({ companyId }) => companiesService.getDocuments(companyId),
),
poaDelegation: endpoint<void, LicenseFile[]>(
"companies",
"poaDelegation",
companiesService.getPoaDelegation,
),
changeRequest: endpoint<void, ChangeRequestResponse | null>(
"companies",
"changeRequest",

View File

@@ -412,6 +412,37 @@ export const companiesService = {
return unwrap(response.data);
},
/** The PoA delegation letter on file, with its review state. */
getPoaDelegation: async (): Promise<LicenseFile[]> => {
const response = await client.get<ApiResponse<LicenseFile[]>>(
URL_CONSTANTS.COMPANIES_API.POA_DELEGATION,
);
return unwrap(response.data);
},
/**
* Upload the PoA delegation letter, replacing any existing one. On an approved
* company the upload is staged for backoffice review; during onboarding it
* goes live immediately.
*/
uploadPoaDelegation: async (file: File): Promise<LicenseFile[]> => {
const formData = new FormData();
formData.append("poa_delegation_letter", file);
const response = await client.post<ApiResponse<LicenseFile[]>>(
URL_CONSTANTS.COMPANIES_API.POA_DELEGATION,
formData,
);
return unwrap(response.data);
},
/** Remove the PoA delegation letter (staged for review on an approved company). */
removePoaDelegation: async (fileId: string): Promise<LicenseFile[]> => {
const response = await client.delete<ApiResponse<LicenseFile[]>>(
URL_CONSTANTS.COMPANIES_API.POA_DELEGATION_FILE(fileId),
);
return unwrap(response.data);
},
/** List business-license document(s) (with review state) for a company profile. */
getProfileLicense: async (profileId: string): Promise<LicenseFile[]> => {
const response = await client.get<ApiResponse<LicenseFile[]>>(