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@ -1,11 +1,12 @@
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import { useState } from 'react'
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import { useEffect, useState } from 'react'
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import { fromRupees } from '@sims/domain'
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import { fromRupees } from '@sims/domain'
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import { Button, Field, Notice, Toolbar } from '@sims/ui'
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import { Button, Dialog, Field, FormField, FormGrid, Notice, Toolbar, useToast } from '@sims/ui'
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import {
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import {
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createAmc, createInteraction, createRecurringPlan, patchClientModule, recordPayment,
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createAmc, createInteraction, createRecurringPlan, patchClientModule, recordPayment,
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updateAmc, updateInteraction, updateRecurringPlan,
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CLIENT_MODULE_STATUSES, KIND_LABEL, PAYMENT_MODES,
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CLIENT_MODULE_STATUSES, KIND_LABEL, PAYMENT_MODES,
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type ClientModule, type ClientModuleStatus, type Employee, type InteractionType,
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type AmcContract, type ClientModule, type ClientModuleStatus, type Employee, type Interaction,
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type Kind, type Module, type PaymentMode,
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type InteractionType, type Kind, type Module, type PaymentMode, type RecurringPlan,
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} from '../api'
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} from '../api'
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const today = () => new Date().toISOString().slice(0, 10)
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const today = () => new Date().toISOString().slice(0, 10)
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@ -35,17 +36,33 @@ export function AccountOwnerSelect(props: {
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)
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)
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}
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}
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/** Owner-only: create a recurring plan on one of the client's modules. */
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/** Owner-only: create or edit a recurring plan on one of the client's modules. */
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export function NewRecurringForm(props: {
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export function PlanDialog(props: {
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clientId: string; options: { id: string; label: string }[]; onDone: () => void
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open: boolean; onClose: () => void; clientId: string
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options: { id: string; label: string }[]; initial?: RecurringPlan; onDone: () => void
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}) {
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}) {
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const toast = useToast()
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const editing = props.initial !== undefined
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const [f, setF] = useState({ clientModuleId: '', cadence: 'monthly', amountRs: '', nextRun: today(), policy: 'manual' })
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const [f, setF] = useState({ clientModuleId: '', cadence: 'monthly', amountRs: '', nextRun: today(), policy: 'manual' })
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const [error, setError] = useState<string | undefined>()
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const [error, setError] = useState<string | undefined>()
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const [saving, setSaving] = useState(false)
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const [saving, setSaving] = useState(false)
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useEffect(() => {
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if (!props.open) return
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const p = props.initial
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setError(undefined)
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setF({
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clientModuleId: p?.clientModuleId ?? '', cadence: p?.cadence ?? 'monthly',
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amountRs: p?.amountPaise !== null && p?.amountPaise !== undefined ? String(p.amountPaise / 100) : '',
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nextRun: p?.nextRun ?? today(), policy: p?.policy ?? 'manual',
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})
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}, [props.open, props.initial])
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const set = (k: keyof typeof f) => (e: { target: { value: string } }) =>
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const set = (k: keyof typeof f) => (e: { target: { value: string } }) =>
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setF((p) => ({ ...p, [k]: e.target.value }))
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setF((p) => ({ ...p, [k]: e.target.value }))
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const save = () => {
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const save = () => {
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if (saving) return
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if (f.clientModuleId === '') { setError('Pick a subscribed module'); return }
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if (f.clientModuleId === '') { setError('Pick a subscribed module'); return }
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const amount = f.amountRs === '' ? undefined : Number(f.amountRs)
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const amount = f.amountRs === '' ? undefined : Number(f.amountRs)
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if (amount !== undefined && (!Number.isFinite(amount) || amount <= 0)) {
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if (amount !== undefined && (!Number.isFinite(amount) || amount <= 0)) {
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@ -53,54 +70,82 @@ export function NewRecurringForm(props: {
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}
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}
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setError(undefined)
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setError(undefined)
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setSaving(true)
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setSaving(true)
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createRecurringPlan(props.clientId, {
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const body = {
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clientModuleId: f.clientModuleId, cadence: f.cadence, nextRun: f.nextRun, policy: f.policy,
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clientModuleId: f.clientModuleId, cadence: f.cadence, nextRun: f.nextRun, policy: f.policy,
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...(amount !== undefined ? { amountPaise: fromRupees(amount) } : {}),
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...(amount !== undefined ? { amountPaise: fromRupees(amount) } : {}),
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})
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}
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.then(() => { setF({ clientModuleId: '', cadence: 'monthly', amountRs: '', nextRun: today(), policy: 'manual' }); props.onDone() })
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const call = editing ? updateRecurringPlan(props.initial!.id, body) : createRecurringPlan(props.clientId, body)
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call
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.then(() => { toast.ok('Plan saved'); props.onDone(); props.onClose() })
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.catch((e: Error) => setError(e.message))
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.catch((e: Error) => setError(e.message))
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.finally(() => setSaving(false))
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.finally(() => setSaving(false))
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}
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}
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return (
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return (
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<div className="wf-card">
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<Dialog
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<div style={{ display: 'flex', gap: 10, flexWrap: 'wrap', alignItems: 'flex-end' }}>
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open={props.open}
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<Field label="Module">
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onClose={() => { if (!saving) props.onClose() }}
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<select className="wf" value={f.clientModuleId} onChange={set('clientModuleId')}>
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title={editing ? 'Edit recurring plan' : 'New recurring plan'}
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footer={
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<>
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<Button pill onClick={() => { if (!saving) props.onClose() }}>Cancel</Button>
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<Button pill tone="primary" onClick={save}>{saving ? 'Saving…' : editing ? 'Save changes' : 'New recurring plan'}</Button>
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</>
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}
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>
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<FormGrid>
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<FormField label="Module">
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<select className="wf" autoFocus value={f.clientModuleId} onChange={set('clientModuleId')}>
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<option value="">Module…</option>
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<option value="">Module…</option>
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{props.options.map((o) => <option key={o.id} value={o.id}>{o.label}</option>)}
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{props.options.map((o) => <option key={o.id} value={o.id}>{o.label}</option>)}
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</select>
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</select>
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</Field>
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</FormField>
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<Field label="Cadence">
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<FormField label="Cadence">
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<select className="wf" value={f.cadence} onChange={set('cadence')}>
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<select className="wf" value={f.cadence} onChange={set('cadence')}>
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<option value="monthly">monthly</option>
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<option value="monthly">monthly</option>
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<option value="yearly">yearly</option>
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<option value="yearly">yearly</option>
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</select>
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</select>
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</Field>
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</FormField>
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<Field label="Amount (₹, optional)"><input className="wf num" style={{ width: 120 }} value={f.amountRs} onChange={set('amountRs')} /></Field>
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<FormField label="Amount (₹, optional)"><input className="wf num" value={f.amountRs} onChange={set('amountRs')} /></FormField>
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<Field label="Next run"><input type="date" className="wf" value={f.nextRun} onChange={set('nextRun')} /></Field>
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<FormField label="Next run"><input type="date" className="wf" value={f.nextRun} onChange={set('nextRun')} /></FormField>
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<Field label="Policy">
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<FormField label="Policy">
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<select className="wf" value={f.policy} onChange={set('policy')}>
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<select className="wf" value={f.policy} onChange={set('policy')}>
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<option value="manual">manual</option>
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<option value="manual">manual</option>
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<option value="auto">auto</option>
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<option value="auto">auto</option>
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</select>
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</select>
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</Field>
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</FormField>
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<Button tone="primary" onClick={save}>{saving ? 'Saving…' : 'New recurring plan'}</Button>
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</FormGrid>
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</div>
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{error !== undefined && <Notice tone="err">{error}</Notice>}
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{error !== undefined && <Notice tone="err">{error}</Notice>}
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</div>
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</Dialog>
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)
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)
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}
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}
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/** Owner-only: create an AMC contract — amount entered in rupees, stored in paise. */
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/** Owner-only: create or edit an AMC contract — amount entered in rupees, stored in paise. */
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export function NewAmcForm(props: { clientId: string; onDone: () => void }) {
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export function AmcDialog(props: {
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open: boolean; onClose: () => void; clientId: string; initial?: AmcContract; onDone: () => void
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}) {
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const toast = useToast()
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const editing = props.initial !== undefined
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const [f, setF] = useState({ coverage: '', periodFrom: today(), periodTo: '', amountRs: '', reminderDays: '30' })
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const [f, setF] = useState({ coverage: '', periodFrom: today(), periodTo: '', amountRs: '', reminderDays: '30' })
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const [error, setError] = useState<string | undefined>()
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const [error, setError] = useState<string | undefined>()
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const [saving, setSaving] = useState(false)
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const [saving, setSaving] = useState(false)
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useEffect(() => {
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if (!props.open) return
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const a = props.initial
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setError(undefined)
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setF({
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coverage: a?.coverage ?? '', periodFrom: a?.periodFrom ?? today(), periodTo: a?.periodTo ?? '',
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amountRs: a !== undefined ? String(a.amountPaise / 100) : '',
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reminderDays: a !== undefined ? String(a.renewalReminderDays) : '30',
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})
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}, [props.open, props.initial])
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const set = (k: keyof typeof f) => (e: { target: { value: string } }) =>
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const set = (k: keyof typeof f) => (e: { target: { value: string } }) =>
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setF((p) => ({ ...p, [k]: e.target.value }))
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setF((p) => ({ ...p, [k]: e.target.value }))
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const save = () => {
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const save = () => {
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if (saving) return
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const amount = Number(f.amountRs)
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const amount = Number(f.amountRs)
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if (!Number.isFinite(amount) || amount <= 0) { setError('Enter the contract amount in rupees'); return }
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if (!Number.isFinite(amount) || amount <= 0) { setError('Enter the contract amount in rupees'); return }
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if (f.periodTo === '') { setError('Pick the period end date'); return }
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if (f.periodTo === '') { setError('Pick the period end date'); return }
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@ -108,78 +153,115 @@ export function NewAmcForm(props: { clientId: string; onDone: () => void }) {
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if (!Number.isInteger(days) || days < 0) { setError('Reminder days must be a non-negative integer'); return }
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if (!Number.isInteger(days) || days < 0) { setError('Reminder days must be a non-negative integer'); return }
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setError(undefined)
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setError(undefined)
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setSaving(true)
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setSaving(true)
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createAmc(props.clientId, {
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const body = {
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coverage: f.coverage, periodFrom: f.periodFrom, periodTo: f.periodTo,
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coverage: f.coverage, periodFrom: f.periodFrom, periodTo: f.periodTo,
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amountPaise: fromRupees(amount), renewalReminderDays: days,
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amountPaise: fromRupees(amount), renewalReminderDays: days,
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})
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}
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.then(() => { setF({ coverage: '', periodFrom: today(), periodTo: '', amountRs: '', reminderDays: '30' }); props.onDone() })
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const call = editing ? updateAmc(props.initial!.id, body) : createAmc(props.clientId, body)
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call
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.then(() => { toast.ok('AMC saved'); props.onDone(); props.onClose() })
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.catch((e: Error) => setError(e.message))
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.catch((e: Error) => setError(e.message))
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.finally(() => setSaving(false))
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.finally(() => setSaving(false))
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}
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}
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return (
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return (
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<div className="wf-card">
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<Dialog
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<div style={{ display: 'flex', gap: 10, flexWrap: 'wrap', alignItems: 'flex-end' }}>
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open={props.open}
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<Field label="Coverage"><input className="wf" value={f.coverage} onChange={set('coverage')} /></Field>
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onClose={() => { if (!saving) props.onClose() }}
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<Field label="Period from"><input type="date" className="wf" value={f.periodFrom} onChange={set('periodFrom')} /></Field>
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title={editing ? 'Edit AMC contract' : 'New AMC contract'}
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<Field label="Period to"><input type="date" className="wf" value={f.periodTo} onChange={set('periodTo')} /></Field>
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footer={
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<Field label="Amount (₹)"><input className="wf num" style={{ width: 120 }} value={f.amountRs} onChange={set('amountRs')} /></Field>
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<>
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<Field label="Reminder days"><input className="wf num" style={{ width: 80 }} value={f.reminderDays} onChange={set('reminderDays')} /></Field>
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<Button pill onClick={() => { if (!saving) props.onClose() }}>Cancel</Button>
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<Button tone="primary" onClick={save}>{saving ? 'Saving…' : 'New AMC'}</Button>
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<Button pill tone="primary" onClick={save}>{saving ? 'Saving…' : editing ? 'Save changes' : 'New AMC'}</Button>
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</div>
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</>
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}
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>
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<FormGrid>
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<FormField label="Coverage" wide><input className="wf" autoFocus value={f.coverage} onChange={set('coverage')} /></FormField>
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<FormField label="Period from"><input type="date" className="wf" value={f.periodFrom} onChange={set('periodFrom')} /></FormField>
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<FormField label="Period to"><input type="date" className="wf" value={f.periodTo} onChange={set('periodTo')} /></FormField>
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<FormField label="Amount (₹)"><input className="wf num" value={f.amountRs} onChange={set('amountRs')} /></FormField>
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<FormField label="Reminder days"><input className="wf num" value={f.reminderDays} onChange={set('reminderDays')} /></FormField>
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</FormGrid>
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{error !== undefined && <Notice tone="err">{error}</Notice>}
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{error !== undefined && <Notice tone="err">{error}</Notice>}
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</div>
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</Dialog>
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)
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)
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}
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}
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/** All roles: log a call / visit / training …; a follow-up date feeds the daily scan. */
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/** All roles: log or edit a call / visit / training …; a follow-up date feeds the daily scan. */
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export function LogInteractionForm(props: { clientId: string; types: InteractionType[]; onDone: () => void }) {
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export function InteractionDialog(props: {
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open: boolean; onClose: () => void; clientId: string
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types: InteractionType[]; initial?: Interaction; onDone: () => void
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}) {
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const toast = useToast()
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const editing = props.initial !== undefined
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const [f, setF] = useState({ typeCode: '', onDate: today(), notes: '', outcome: '', followUpOn: '' })
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const [f, setF] = useState({ typeCode: '', onDate: today(), notes: '', outcome: '', followUpOn: '' })
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const [error, setError] = useState<string | undefined>()
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const [error, setError] = useState<string | undefined>()
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const [saving, setSaving] = useState(false)
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const [saving, setSaving] = useState(false)
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useEffect(() => {
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if (!props.open) return
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const i = props.initial
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setError(undefined)
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setF({
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typeCode: i?.typeCode ?? '', onDate: i?.onDate ?? today(), notes: i?.notes ?? '',
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outcome: i?.outcome ?? '', followUpOn: i?.followUpOn ?? '',
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})
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}, [props.open, props.initial])
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const set = (k: keyof typeof f) => (e: { target: { value: string } }) =>
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const set = (k: keyof typeof f) => (e: { target: { value: string } }) =>
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setF((p) => ({ ...p, [k]: e.target.value }))
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setF((p) => ({ ...p, [k]: e.target.value }))
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const save = () => {
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const save = () => {
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if (saving) return
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if (f.typeCode === '') { setError('Pick an interaction type'); return }
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if (f.typeCode === '') { setError('Pick an interaction type'); return }
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setError(undefined)
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setError(undefined)
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setSaving(true)
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setSaving(true)
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createInteraction(props.clientId, {
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const body = {
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typeCode: f.typeCode, onDate: f.onDate, notes: f.notes,
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typeCode: f.typeCode, onDate: f.onDate, notes: f.notes,
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...(f.outcome !== '' ? { outcome: f.outcome } : {}),
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...(f.outcome !== '' ? { outcome: f.outcome } : {}),
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...(f.followUpOn !== '' ? { followUpOn: f.followUpOn } : {}),
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...(f.followUpOn !== '' ? { followUpOn: f.followUpOn } : {}),
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})
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}
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.then(() => { setF({ typeCode: '', onDate: today(), notes: '', outcome: '', followUpOn: '' }); props.onDone() })
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const call = editing ? updateInteraction(props.initial!.id, body) : createInteraction(props.clientId, body)
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call
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.then(() => { toast.ok('Interaction saved'); props.onDone(); props.onClose() })
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.catch((e: Error) => setError(e.message))
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.catch((e: Error) => setError(e.message))
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.finally(() => setSaving(false))
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.finally(() => setSaving(false))
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}
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}
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return (
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return (
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<div className="wf-card">
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<Dialog
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<div style={{ display: 'flex', gap: 10, flexWrap: 'wrap', alignItems: 'flex-end' }}>
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open={props.open}
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<Field label="Type">
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onClose={() => { if (!saving) props.onClose() }}
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<select className="wf" value={f.typeCode} onChange={set('typeCode')}>
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title={editing ? 'Edit interaction' : 'Log interaction'}
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footer={
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<>
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<Button pill onClick={() => { if (!saving) props.onClose() }}>Cancel</Button>
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<Button pill tone="primary" onClick={save}>{saving ? (editing ? 'Saving…' : 'Logging…') : editing ? 'Save changes' : 'Log interaction'}</Button>
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</>
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}
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>
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<FormGrid>
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<FormField label="Type">
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<select className="wf" autoFocus value={f.typeCode} onChange={set('typeCode')}>
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<option value="">Type…</option>
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<option value="">Type…</option>
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{props.types.map((t) => <option key={t.code} value={t.code}>{t.label}</option>)}
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{props.types.map((t) => <option key={t.code} value={t.code}>{t.label}</option>)}
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</select>
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</select>
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</Field>
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</FormField>
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<Field label="On"><input type="date" className="wf" value={f.onDate} onChange={set('onDate')} /></Field>
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<FormField label="On"><input type="date" className="wf" value={f.onDate} onChange={set('onDate')} /></FormField>
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<Field label="Outcome">
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<FormField label="Outcome">
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<select className="wf" value={f.outcome} onChange={set('outcome')}>
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<select className="wf" value={f.outcome} onChange={set('outcome')}>
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<option value="">—</option>
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<option value="">—</option>
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<option value="positive">positive</option>
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<option value="positive">positive</option>
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<option value="neutral">neutral</option>
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<option value="neutral">neutral</option>
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<option value="negative">negative</option>
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<option value="negative">negative</option>
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</select>
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</select>
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</Field>
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</FormField>
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<Field label="Follow-up on"><input type="date" className="wf" value={f.followUpOn} onChange={set('followUpOn')} /></Field>
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<FormField label="Follow-up on"><input type="date" className="wf" value={f.followUpOn} onChange={set('followUpOn')} /></FormField>
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<Button tone="primary" onClick={save}>{saving ? 'Logging…' : 'Log interaction'}</Button>
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<FormField label="Notes" wide><textarea className="wf" rows={2} value={f.notes} onChange={set('notes')} /></FormField>
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</div>
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</FormGrid>
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<div style={{ marginTop: 8 }}>
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<Field label="Notes"><textarea className="wf" rows={2} style={{ width: '100%' }} value={f.notes} onChange={set('notes')} /></Field>
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</div>
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{error !== undefined && <Notice tone="err">{error}</Notice>}
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{error !== undefined && <Notice tone="err">{error}</Notice>}
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</div>
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</Dialog>
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)
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)
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}
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}
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Thomas Joise
5 days ago