feat(d28): Portals quick-list + global search (clients/docs/tickets)
Two 'easily get to it' access screens:
- Portals (Catalog): every subscription with a stored login/URL across all modules,
Open ↗ links, 🔑 = password on file (reveal stays on Client 360). listPortals().
- Global search: the Ctrl-K palette now spans clients + issued documents + tickets in
one /search call (repos-search.globalSearch), each hit routing to its record; per-type
top-N with an honest 'capped' flag (no silent truncation).
Full suite 410 green; all three endpoints smoke-tested on live data (portals 78,
search capped, RTGS directory 13 fields).
Note: includes pages/Home.tsx (the concurrent dashboard-redesign session's Home hub)
so main.tsx's existing /home route resolves and the tree stays buildable; that session
owns its further iteration.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
feat/client-detail-redesign
Thomas Joise
3 days ago
parent
3f974e9d3d
commit
69c59815f0
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import { useMemo, useState } from 'react'
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import { Link } from 'react-router-dom'
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import { Badge, DataTable, EmptyState, ErrorState, PageHeader, Skeleton, Toolbar } from '@sims/ui'
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import { getPortals, type PortalRow } from '../api'
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import { useData } from './Clients'
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/**
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* Portals quick-list (D28): every client subscription that has a way in — a stored
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* username, a portal password, or a URL field — across all modules, in one place, so
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* support can jump straight into any account's panel. Passwords are never shown here
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* (🔑 = one is stored); reveal stays on Client 360.
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*/
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export function Portals() {
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const list = useData(getPortals, [])
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const [q, setQ] = useState('')
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const shown = useMemo(() => {
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const rows = list.data ?? []
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const needle = q.trim().toLowerCase()
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if (needle === '') return rows
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return rows.filter((r) =>
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`${r.clientCode} ${r.clientName} ${r.moduleCode} ${r.provider ?? ''} ${r.username ?? ''} ${r.links.map((l) => l.url).join(' ')}`
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.toLowerCase().includes(needle))
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}, [list.data, q])
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return (
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<div className="wf-page">
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<PageHeader
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title="Portals"
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desc="Every stored login across all modules — jump straight into any client's provider panel or admin console."
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/>
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<Toolbar>
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<input
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className="wf" style={{ maxWidth: 300 }} placeholder="Search client / module / username / URL…"
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aria-label="Search portals"
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value={q} onChange={(e) => setQ(e.target.value)}
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/>
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<span style={{ flex: 1 }} />
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{list.data !== undefined && <Badge>{shown.length} of {list.data.length}</Badge>}
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</Toolbar>
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{list.error !== undefined ? <ErrorState message={list.error} onRetry={list.reload} />
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: list.data === undefined ? <Skeleton rows={8} />
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: list.data.length === 0 ? <EmptyState>No stored logins yet.</EmptyState>
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: shown.length === 0 ? <EmptyState>No portals match “{q}”.</EmptyState> : (
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<DataTable
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columns={[
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{ key: 'client', label: 'Client' },
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{ key: 'module', label: 'Module', mono: true },
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{ key: 'provider', label: 'Provider' },
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{ key: 'login', label: 'Username' },
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{ key: 'links', label: 'Open' },
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]}
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rows={shown.map((r) => ({
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client: <Link to={`/clients/${r.clientId}?tab=modules`}>{r.clientCode} · {r.clientName}</Link>,
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module: r.moduleCode,
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provider: r.provider ?? '—',
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login: r.username !== null && r.username !== ''
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? <span className="mono" style={{ fontSize: 12 }}>{r.username}{r.hasPassword ? ' 🔑' : ''}</span>
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: r.hasPassword ? <span style={{ opacity: 0.7, fontSize: 12 }}>🔑 password only</span> : <span style={{ opacity: 0.4 }}>—</span>,
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links: r.links.length === 0 ? <span style={{ opacity: 0.4 }}>—</span> : (
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<span style={{ display: 'inline-flex', gap: 10, flexWrap: 'wrap' }}>
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{r.links.map((l, i) => (
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<a key={i} href={l.url} target="_blank" rel="noopener noreferrer" title={l.url} style={{ fontSize: 12.5 }}>
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{l.label} ↗
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</a>
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))}
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</span>
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),
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}))}
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/>
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)}
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</div>
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)
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}
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@ -0,0 +1,59 @@
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import type { DB } from './db'
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/**
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* Global quick-search (D28) for the Ctrl-K palette: clients, issued documents, and
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* tickets in one call. Each hit carries the route to jump to. Top-N per type (a jump
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* box, not a report) — the flag says when a type was capped so it never reads as "all".
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*/
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export interface SearchHit {
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type: 'client' | 'document' | 'ticket'
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id: string; label: string; sub: string; to: string
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}
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export interface SearchResult { hits: SearchHit[]; capped: string[] }
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export async function globalSearch(db: DB, q: string, perType = 6): Promise<SearchResult> {
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const term = q.trim()
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if (term.length < 2) return { hits: [], capped: [] }
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const like = `%${term}%`
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const capped: string[] = []
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const over = perType + 1 // fetch one extra to detect "more exist"
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const clients = await db.all<{ id: string; code: string; name: string; status: string }>(
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`SELECT id, code, name, status FROM client
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WHERE LOWER(name) LIKE LOWER(?) OR LOWER(code) LIKE LOWER(?)
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ORDER BY name LIMIT ?`, like, like, over,
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)
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if (clients.length > perType) capped.push('clients')
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const docs = await db.all<{ id: string; doc_no: string; doc_type: string; cname: string }>(
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`SELECT d.id, d.doc_no, d.doc_type, c.name AS cname
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FROM document d JOIN client c ON c.id = d.client_id
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WHERE d.doc_no IS NOT NULL
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AND (LOWER(d.doc_no) LIKE LOWER(?) OR LOWER(c.name) LIKE LOWER(?))
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ORDER BY d.doc_no DESC LIMIT ?`, like, like, over,
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)
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if (docs.length > perType) capped.push('documents')
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const tickets = await db.all<{ id: string; client_id: string; kind: string; description: string; cname: string }>(
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`SELECT t.id, t.client_id, t.kind, t.description, c.name AS cname
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FROM ticket t JOIN client c ON c.id = t.client_id
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WHERE LOWER(t.description) LIKE LOWER(?) OR LOWER(t.kind) LIKE LOWER(?)
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ORDER BY t.opened_on DESC LIMIT ?`, like, like, over,
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)
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if (tickets.length > perType) capped.push('tickets')
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const hits: SearchHit[] = [
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...clients.slice(0, perType).map((c) => ({
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type: 'client' as const, id: c.id, label: `${c.code} · ${c.name}`, sub: c.status, to: `/clients/${c.id}`,
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})),
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...docs.slice(0, perType).map((d) => ({
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type: 'document' as const, id: d.id, label: d.doc_no, sub: `${d.doc_type} · ${d.cname}`, to: `/documents/${d.id}`,
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})),
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...tickets.slice(0, perType).map((t) => ({
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type: 'ticket' as const, id: t.id,
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label: t.description !== '' ? t.description : (t.kind !== '' ? t.kind : '(ticket)'),
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sub: `Ticket · ${t.cname}`, to: `/clients/${t.client_id}?tab=tickets`,
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})),
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]
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return { hits, capped }
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}
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