Files
edr-platform/apps/edr-freight-web/backoffice/src/pages/customers/CustomerDetailPage.tsx
2026-07-10 08:45:39 +00:00

1049 lines
32 KiB
TypeScript

import {
ActionIcon,
Anchor,
Badge,
Box,
Button,
Card,
Center,
Container,
Divider,
Group,
Loader,
SimpleGrid,
Stack,
Tabs,
Text,
} from "@mantine/core";
import {
ArrowLeft,
ArrowRight,
Banknote,
Download,
Eye,
FileText,
IdCard,
LayoutGrid,
Package,
Paperclip,
Receipt,
} from "lucide-react";
import { useQuery } from "@tanstack/react-query";
import { useMemo } from "react";
import { useNavigate, useParams } from "react-router-dom";
import {
BookingStatusBadge,
ChangeRequestPendingBadge,
ChangeRequestReview,
CompanyStatusBadge,
CompanyTypeBadge,
InvoiceStatusBadge,
PaymentStatusBadge,
ProfileApprovalActions,
ProfileChips,
ProfileStatusBadge,
ProfileTypeBadge,
ResetPasswordAction,
TableCard,
formatBytes,
formatDate,
formatMoney,
humanize,
} from "@/components/customers";
import { KpiStrip, PageContainer, PageHeader } from "@/components/page";
import { fileViewUrl } from "@/constants/apiConfig";
import { api } from "@/services/api";
import type {
CompanyProfile,
CustomerBooking,
CustomerDocument,
CustomerPayment,
} from "@/types/customer";
import type { Invoice } from "@/types/invoice";
import {
DataTable,
useFileViewer,
usePagination,
type ColumnDef,
} from "@edr/ui-common";
function InfoField({ label, value }: { label: string; value?: string | null }) {
return (
<Stack gap={2}>
<Text
size="xs"
fw={600}
c="edr-muted"
tt="uppercase"
style={{ letterSpacing: "0.04em" }}
>
{label}
</Text>
<Text size="sm" c="edr-text">
{value && value.trim() ? value : "—"}
</Text>
</Stack>
);
}
function tableStatus(query: { isLoading: boolean; isError: boolean }) {
return query.isLoading ? "loading" : query.isError ? "error" : "success";
}
/** 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 }>();
const navigate = useNavigate();
const { view, viewer } = useFileViewer();
const { data: company, isLoading } = useQuery(
api.customers.getById.queryOptions({
input: { id: id ?? "" },
enabled: Boolean(id),
}),
);
const bookingsQuery = useQuery(
api.customers.bookings.queryOptions({
input: { id: id ?? "" },
enabled: Boolean(id),
}),
);
const documentsQuery = useQuery(
api.customers.documents.queryOptions({
input: { id: id ?? "" },
enabled: Boolean(id),
}),
);
const paymentsQuery = useQuery(
api.customers.payments.queryOptions({
input: { id: id ?? "" },
enabled: Boolean(id),
}),
);
const { pagination: invoicePagination, setPagination: setInvoicePagination } =
usePagination({
pageSize: 10,
});
const invoiceFilter = useMemo(
() => ({
companyId: id ?? "",
page: invoicePagination.pageIndex + 1,
pageSize: invoicePagination.pageSize,
}),
[id, invoicePagination.pageIndex, invoicePagination.pageSize],
);
const invoicesQuery = useQuery(
api.invoices.list.queryOptions({
input: { filter: invoiceFilter },
enabled: Boolean(id),
}),
);
const bookings = Array.isArray(bookingsQuery.data) ? bookingsQuery.data : [];
const documents = Array.isArray(documentsQuery.data)
? documentsQuery.data
: [];
const payments = Array.isArray(paymentsQuery.data) ? paymentsQuery.data : [];
const invoices = invoicesQuery.data?.items ?? [];
const invoiceTotal = invoicesQuery.data?.total ?? 0;
const invoicePageCount = Math.max(
1,
Math.ceil(invoiceTotal / invoicePagination.pageSize),
);
const totalPaid = useMemo(
() =>
payments
.filter((p) => p.status === "success")
.reduce((sum, p) => sum + p.amount, 0),
[payments],
);
const paidCurrency = payments[0]?.currency ?? "ETB";
const profileColumns: ColumnDef<CompanyProfile>[] = useMemo(
() => [
{
id: "type",
header: "Role",
cell: ({ row }) => (
<div className="space-y-2">
<ProfileTypeBadge type={row.original.type} />
<Text size="sm" fw={600} c="edr-text">
{row.original.reference}
</Text>
</div>
),
},
{
id: "licenseFiles",
header: "License documents",
cell: ({ row }) => {
const files = row.original.licenseFiles ?? [];
if (files.length === 0) {
return (
<Text size="sm" c="dimmed">
</Text>
);
}
return (
<Stack gap={4}>
{files.map((f) => (
<Group key={f.id} gap={6} wrap="nowrap">
<ActionIcon
size="sm"
variant="subtle"
color="gray"
aria-label={`View ${f.name}`}
onClick={() =>
view({
name: f.name,
url: fileViewUrl(f.id),
mimeType: f.mimeType,
})
}
>
<Eye size={14} />
</ActionIcon>
<Anchor
component="button"
type="button"
size="xs"
lineClamp={1}
onClick={() =>
view({
name: f.name,
url: fileViewUrl(f.id),
mimeType: f.mimeType,
})
}
style={{
maxWidth: 170,
textAlign: "left",
textDecoration:
f.status === "pending_remove"
? "line-through"
: undefined,
}}
>
{f.name}
</Anchor>
{f.status === "pending_add" && (
<Badge size="xs" color="yellow" variant="light">
Pending
</Badge>
)}
{f.status === "pending_remove" && (
<Badge size="xs" color="red" variant="light">
Removing
</Badge>
)}
</Group>
))}
</Stack>
);
},
},
{
id: "status",
header: "Status",
cell: ({ row }) => <ProfileStatusBadge status={row.original.status} />,
},
{
id: "createdAt",
header: "Registered",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{formatDate(row.original.createdAt)}
</Text>
),
},
{
id: "actions",
header: "",
meta: { headerClassName: "text-right", cellClassName: "text-right" },
cell: ({ row }) => (
<ProfileApprovalActions
profileId={row.original.id}
status={row.original.status}
/>
),
},
],
[view],
);
const bookingColumns: ColumnDef<CustomerBooking>[] = useMemo(
() => [
{
id: "reference",
header: "Booking",
cell: ({ row }) => (
<Text size="sm" fw={600} c="edr-text">
{row.original.reference}
</Text>
),
},
{
id: "route",
header: "Route",
cell: ({ row }) => {
const b = row.original;
return (
<Group gap={6} wrap="nowrap">
<Text size="sm" c="edr-text">
{b.originLabel}
</Text>
<ArrowRight size={14} className="shrink-0 text-edr-muted" />
<Text size="sm" c="edr-text">
{b.destinationLabel}
</Text>
</Group>
);
},
},
{
id: "type",
header: "Type",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{humanize(row.original.tradeDirection)} ·{" "}
{humanize(row.original.freightType)}
</Text>
),
},
{
id: "status",
header: "Status",
cell: ({ row }) => <BookingStatusBadge status={row.original.status} />,
},
{
id: "amount",
header: "Amount",
meta: { headerClassName: "text-right", cellClassName: "text-right" },
cell: ({ row }) => (
<Text size="sm" fw={600} c="edr-text">
{formatMoney(row.original.totalAmount, row.original.currency)}
</Text>
),
},
{
id: "createdAt",
header: "Created",
meta: { headerClassName: "text-right", cellClassName: "text-right" },
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{formatDate(row.original.createdAt)}
</Text>
),
},
],
[],
);
const documentColumns: ColumnDef<CustomerDocument>[] = useMemo(
() => [
{
id: "name",
header: "Document",
cell: ({ row }) => (
<Group gap="sm" wrap="nowrap">
<FileText size={16} className="shrink-0 text-edr-muted" />
<Text size="sm" c="edr-text" truncate>
{row.original.name}
</Text>
</Group>
),
},
{
id: "code",
header: "Type",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{humanize(row.original.code)}
</Text>
),
},
{
id: "size",
header: "Size",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{formatBytes(row.original.size)}
</Text>
),
},
{
id: "uploadedAt",
header: "Uploaded",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{formatDate(row.original.uploadedAt)}
</Text>
),
},
{
id: "actions",
header: "",
meta: { headerClassName: "text-right", cellClassName: "text-right" },
cell: ({ row }) => (
<Group gap={4} justify="flex-end" wrap="nowrap">
<ActionIcon
variant="subtle"
color="gray"
aria-label="View"
data-stop-row-click
onClick={() =>
view({
name: row.original.name,
url: fileViewUrl(row.original.id),
mimeType: row.original.mimeType,
})
}
>
<Eye size={16} />
</ActionIcon>
<ActionIcon
component="a"
href={fileViewUrl(row.original.id, true)}
variant="subtle"
color="gray"
aria-label="Download"
data-stop-row-click
>
<Download size={16} />
</ActionIcon>
</Group>
),
},
],
[view],
);
const paymentColumns: ColumnDef<CustomerPayment>[] = useMemo(
() => [
{
id: "reference",
header: "Payment",
cell: ({ row }) => (
<Text size="sm" fw={600} c="edr-text">
{row.original.reference}
</Text>
),
},
{
id: "booking",
header: "Booking",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{row.original.bookingReference}
</Text>
),
},
{
id: "method",
header: "Method",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{humanize(row.original.method)}
</Text>
),
},
{
id: "status",
header: "Status",
cell: ({ row }) => <PaymentStatusBadge status={row.original.status} />,
},
{
id: "paidAt",
header: "Paid",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{formatDate(row.original.paidAt)}
</Text>
),
},
{
id: "amount",
header: "Amount",
meta: { headerClassName: "text-right", cellClassName: "text-right" },
cell: ({ row }) => (
<Text size="sm" fw={600} c="edr-text">
{formatMoney(row.original.amount, row.original.currency)}
</Text>
),
},
],
[],
);
const invoiceColumns: ColumnDef<Invoice>[] = useMemo(
() => [
{
id: "invoiceNumber",
header: "Invoice",
cell: ({ row }) => (
<Text size="sm" fw={600} c="edr-text">
{row.original.invoiceNumber}
</Text>
),
},
{
id: "source",
header: "Source",
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{humanize(row.original.source)}
</Text>
),
},
{
id: "status",
header: "Status",
cell: ({ row }) => <InvoiceStatusBadge status={row.original.status} />,
},
{
id: "amount",
header: "Amount",
meta: { headerClassName: "text-right", cellClassName: "text-right" },
cell: ({ row }) => (
<Text size="sm" fw={600} c="edr-text">
{formatMoney(row.original.totalAmount, row.original.currency)}
</Text>
),
},
{
id: "dueAt",
header: "Due",
meta: { headerClassName: "text-right", cellClassName: "text-right" },
cell: ({ row }) => (
<Text size="sm" c="dimmed">
{formatDate(row.original.dueAt)}
</Text>
),
},
],
[],
);
const licenseProfiles = (company?.companyProfiles ?? []).filter(
(p) => p.licenseFiles && p.licenseFiles.length > 0,
);
const poaDocuments = useMemo(
() =>
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 },
{ label: "PoA phone", value: company?.poaPhone },
{ label: "PoA location", value: company?.poaLocation },
{ label: "PoA address", value: company?.poaAddress },
];
const hasPoaDetails = poaFields.some((f) => f.value?.trim());
// A freight forwarder acts on other companies' behalf, so its PoA — details
// and delegation letter both — is mandatory rather than optional.
const poaMandatory = (company?.companyProfiles ?? []).some(
(p) => p.type === "freight_forwarder",
);
const delegationMissing =
(hasPoaDetails || poaMandatory) && poaLive.length === 0;
if (isLoading) {
return (
<Center mih="60vh">
<Loader />
</Center>
);
}
if (!company) {
return (
<Container size="sm" py="xl">
<Stack align="center" gap="md">
<Text fw={700}>Customer not found</Text>
<Button
variant="default"
leftSection={<ArrowLeft size={16} />}
onClick={() => navigate("/dashboard/customers")}
>
Back to customers
</Button>
</Stack>
</Container>
);
}
return (
<PageContainer>
<PageHeader
breadcrumbs={[
{ label: "Customers", href: "/dashboard/customers" },
{ label: company.name },
]}
backTo="/dashboard/customers"
title={company.name}
subtitle={`TIN ${company.tin}${company.country ? ` · ${company.country}` : ""
}`}
meta={
<Group gap="xs" wrap="nowrap">
<CompanyTypeBadge type={company.type} />
<CompanyStatusBadge status={company.status} />
<ChangeRequestPendingBadge companyId={company.id} />
</Group>
}
action={<ResetPasswordAction company={company} />}
/>
<Tabs defaultValue="overview">
<Tabs.List>
<Tabs.Tab value="overview" leftSection={<LayoutGrid size={16} />}>
Overview
</Tabs.Tab>
<Tabs.Tab value="bookings" leftSection={<Package size={16} />}>
Bookings
</Tabs.Tab>
<Tabs.Tab value="documents" leftSection={<FileText size={16} />}>
Documents
</Tabs.Tab>
<Tabs.Tab value="payments" leftSection={<Banknote size={16} />}>
Payments
</Tabs.Tab>
<Tabs.Tab value="invoices" leftSection={<Receipt size={16} />}>
Invoices
</Tabs.Tab>
</Tabs.List>
{/* OVERVIEW */}
<Tabs.Panel value="overview" pt="lg">
<Stack gap="lg">
<ChangeRequestReview company={company} />
<KpiStrip
items={[
{
label: "Profiles",
value: company.companyProfiles.length,
icon: IdCard,
color: "edr-green",
},
{
label: "Pending approval",
value: company.companyProfiles.filter(
(p) => p.status === "pending",
).length,
icon: IdCard,
color: "yellow",
},
{
label: "Bookings",
value: bookings.length,
icon: Package,
color: "blue",
},
{
label: "Total paid",
value: formatMoney(totalPaid, paidCurrency),
icon: Banknote,
color: "edr-green",
},
]}
/>
<Card>
<Stack gap="lg">
<Text fw={600} c="edr-text">
Company information
</Text>
<SimpleGrid cols={{ base: 1, sm: 2, lg: 3 }} spacing="lg">
<InfoField label="TIN" value={company.tin} />
<InfoField label="VAT number" value={company.vatNumber} />
<InfoField label="FAN number" value={company.fanNumber} />
<InfoField label="Country" value={company.country} />
<InfoField label="Address" value={company.address} />
<InfoField label="Website" value={company.website} />
<InfoField label="Email" value={company.email} />
<InfoField label="Phone" value={company.phone} />
<Box />
<InfoField
label="Contact person"
value={company.contactPersonName}
/>
<InfoField
label="Contact phone"
value={company.contactPersonPhone}
/>
<Box />
<InfoField
label="General manager"
value={company.generalManagerName}
/>
<InfoField
label="GM email"
value={company.generalManagerEmail}
/>
<InfoField
label="GM phone"
value={company.generalManagerPhone}
/>
</SimpleGrid>
</Stack>
</Card>
<Card>
<Stack gap="lg">
<Group justify="space-between" wrap="nowrap">
<Group gap="xs" wrap="nowrap">
<Text fw={600} c="edr-text">
Power of Attorney
</Text>
{poaMandatory && (
<Badge size="xs" color="blue" variant="light">
Required for freight forwarder
</Badge>
)}
</Group>
{delegationMissing ? (
<Badge size="sm" color="red" variant="light">
Delegation letter missing
</Badge>
) : poaLive.length > 0 ? (
<Badge size="sm" color="edr-green" variant="light">
Delegation letter on file
</Badge>
) : (
<Badge size="sm" color="gray" variant="light">
Not provided
</Badge>
)}
</Group>
{hasPoaDetails ? (
<SimpleGrid cols={{ base: 1, sm: 2, lg: 3 }} spacing="lg">
{poaFields.map((f) => (
<InfoField
key={f.label}
label={f.label}
value={f.value}
/>
))}
</SimpleGrid>
) : (
<Text size="sm" c="dimmed">
No Power of Attorney representative recorded for this
customer.
</Text>
)}
<Divider />
<Stack gap="sm">
<Text
size="xs"
fw={600}
c="edr-muted"
tt="uppercase"
style={{ letterSpacing: "0.04em" }}
>
Delegation letter
</Text>
{documentsQuery.isLoading ? (
<Group gap="xs">
<Loader size="xs" />
<Text size="sm" c="dimmed">
Loading documents
</Text>
</Group>
) : documentsQuery.isError ? (
<Group gap="sm">
<Text size="sm" c="red">
Failed to load documents.
</Text>
<Anchor
component="button"
type="button"
size="xs"
onClick={() => void documentsQuery.refetch()}
>
Retry
</Anchor>
</Group>
) : poaDocuments.length === 0 ? (
<Text size="sm" c="dimmed">
No delegation letter uploaded.
</Text>
) : (
poaDocuments.map((doc) => (
<Group key={doc.id} justify="space-between" wrap="nowrap">
<Group gap="sm" wrap="nowrap" style={{ minWidth: 0 }}>
<Paperclip
size={14}
className="shrink-0 text-edr-muted"
/>
<Anchor
component="button"
type="button"
size="sm"
lineClamp={1}
onClick={() =>
view({
name: doc.name,
url: fileViewUrl(doc.id),
mimeType: doc.mimeType,
})
}
>
{doc.name}
</Anchor>
<Text size="xs" c="dimmed" className="shrink-0">
{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
variant="subtle"
color="gray"
aria-label={`Preview ${doc.name}`}
onClick={() =>
view({
name: doc.name,
url: fileViewUrl(doc.id),
mimeType: doc.mimeType,
})
}
>
<Eye size={16} />
</ActionIcon>
<ActionIcon
component="a"
href={fileViewUrl(doc.id, true)}
variant="subtle"
color="gray"
aria-label={`Download ${doc.name}`}
>
<Download size={16} />
</ActionIcon>
</Group>
</Group>
))
)}
</Stack>
</Stack>
</Card>
<Card>
<Stack gap="md">
<Group justify="space-between">
<Text fw={600} c="edr-text">
Role profiles
</Text>
<ProfileChips profiles={company.companyProfiles} />
</Group>
<Box style={{ overflowX: "auto" }} w="100%">
<Box miw={1040}>
<DataTable
columns={profileColumns}
data={company.companyProfiles}
status="success"
emptyMessage="No profiles registered."
containerClassName="border-0 shadow-none bg-transparent"
/>
</Box>
</Box>
</Stack>
</Card>
</Stack>
</Tabs.Panel>
{/* BOOKINGS */}
<Tabs.Panel value="bookings" pt="lg">
<TableCard minWidth={900}>
<DataTable
columns={bookingColumns}
data={bookings}
status={tableStatus(bookingsQuery)}
emptyMessage="No bookings for this customer."
containerClassName="border-0 shadow-none bg-transparent"
error={
bookingsQuery.isError
? {
message: "Failed to load bookings.",
onRetry: () => void bookingsQuery.refetch(),
}
: undefined
}
/>
</TableCard>
</Tabs.Panel>
{/* DOCUMENTS */}
<Tabs.Panel value="documents" pt="lg">
<Stack gap="lg">
<TableCard minWidth={760}>
<DataTable
columns={documentColumns}
data={documents}
status={tableStatus(documentsQuery)}
emptyMessage="No documents uploaded."
containerClassName="border-0 shadow-none bg-transparent"
error={
documentsQuery.isError
? {
message: "Failed to load documents.",
onRetry: () => void documentsQuery.refetch(),
}
: undefined
}
/>
</TableCard>
{licenseProfiles.length > 0 && (
<Card>
<Stack gap="md">
<Text fw={600} c="edr-text">
Business licenses
</Text>
<Stack gap="md">
{licenseProfiles.map((p) => (
<Stack key={p.id} gap={6}>
<Text size="sm" fw={600} c="edr-text">
{humanize(p.type)} · {p.reference}
</Text>
{(p.licenseFiles ?? []).map((f) => (
<Group key={f.id} gap={8} wrap="nowrap">
<Paperclip size={13} className="text-edr-muted" />
<Anchor
component="button"
type="button"
onClick={() =>
view({
name: f.name,
url: fileViewUrl(f.id),
mimeType: f.mimeType,
})
}
size="xs"
style={{
textDecoration:
f.status === "pending_remove"
? "line-through"
: undefined,
}}
>
{f.name}
</Anchor>
{f.status === "pending_add" && (
<Badge size="xs" color="yellow" variant="light">
Pending approval
</Badge>
)}
{f.status === "pending_remove" && (
<Badge size="xs" color="red" variant="light">
Removal pending
</Badge>
)}
</Group>
))}
{(p.licenseFiles ?? []).length === 0 && (
<Text size="xs" c="dimmed">
No license documents.
</Text>
)}
</Stack>
))}
</Stack>
</Stack>
</Card>
)}
</Stack>
</Tabs.Panel>
{/* PAYMENTS */}
<Tabs.Panel value="payments" pt="lg">
<TableCard minWidth={880}>
<DataTable
columns={paymentColumns}
data={payments}
status={tableStatus(paymentsQuery)}
emptyMessage="No payments recorded."
containerClassName="border-0 shadow-none bg-transparent"
error={
paymentsQuery.isError
? {
message: "Failed to load payments.",
onRetry: () => void paymentsQuery.refetch(),
}
: undefined
}
/>
</TableCard>
</Tabs.Panel>
{/* INVOICES */}
<Tabs.Panel value="invoices" pt="lg">
<Box style={{ overflowX: "auto" }} w="100%">
<Box miw={860}>
<DataTable
columns={invoiceColumns}
data={invoices}
status={tableStatus(invoicesQuery)}
onRowClick={(row) => navigate(`/dashboard/invoices/${row.id}`)}
emptyMessage="No invoices for this customer."
containerClassName="border-0 shadow-none bg-transparent"
error={
invoicesQuery.isError
? {
message: "Failed to load invoices.",
onRetry: () => void invoicesQuery.refetch(),
}
: undefined
}
pagination={{
pageIndex: invoicePagination.pageIndex,
pageSize: invoicePagination.pageSize,
pageCount: invoicePageCount,
totalCount: invoiceTotal,
}}
tableOptions={{
state: { pagination: invoicePagination },
onPaginationChange: setInvoicePagination,
manualPagination: true,
pageCount: invoicePageCount,
}}
/>
</Box>
</Box>
</Tabs.Panel>
</Tabs>
{viewer}
</PageContainer>
);
}