Nicholai
6a1afd7b49
* feat(schema): add auth, people, and financial tables Add users, organizations, teams, groups, and project members tables. Extend customers/vendors with netsuite fields. Add netsuite schema for invoices, bills, payments, and credit memos. Include all migrations, seeds, new UI primitives, and config updates. * feat(auth): add WorkOS authentication system Add login, signup, password reset, email verification, and invitation flows via WorkOS AuthKit. Includes auth middleware, permission helpers, dev mode fallbacks, and auth page components. * feat(people): add people management system Add user, team, group, and organization management with CRUD actions, dashboard pages, invite dialog, user drawer, and role-based filtering. Includes WorkOS invitation integration. * ci: retrigger build * fix: add mobile-list-card dependency for people-table --------- Co-authored-by: Nicholai <nicholaivogelfilms@gmail.com>
188 lines
4.9 KiB
Markdown
Executable File
188 lines
4.9 KiB
Markdown
Executable File
user drawer & invite dialog - implementation complete
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===
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## components created
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### 1. user drawer (`src/components/people/user-drawer.tsx`)
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full-featured user detail and edit drawer with:
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**features:**
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- sheet/drawer component (mobile-friendly bottom sheet)
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- three tabs: profile, access, activity
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- real-time role updates with save confirmation
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- displays user avatar, name, email
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- shows all user relationships (teams, groups, projects, organizations)
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- read-only profile fields (managed by workos)
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- activity tracking (last login, created, updated dates)
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- status badge (active/inactive)
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**profile tab:**
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- first name, last name (read-only)
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- email (read-only)
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- display name (read-only)
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- note explaining workos manages profile data
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**access tab:**
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- role selector with save button
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- teams list (badges)
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- groups list (badges)
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- project count
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- organization count
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- real-time updates when role changes
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**activity tab:**
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- account status badge
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- last login timestamp
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- account created date
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- last updated date
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**mobile optimizations:**
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- responsive sheet (side drawer on desktop, bottom sheet on mobile)
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- scrollable content
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- proper touch targets
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### 2. invite dialog (`src/components/people/invite-dialog.tsx`)
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clean invite flow for new users:
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**features:**
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- dialog component
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- email validation
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- role selection with descriptions
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- optional organization assignment
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- loading states
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- error handling
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- form reset on success
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**form fields:**
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- email (required, validated)
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- role (required) with helpful descriptions:
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- admin: full access to all features
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- office: manage projects, schedules, documents
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- field: update schedules, create documents
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- client: read-only access to assigned projects
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- organization (optional dropdown)
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**ux details:**
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- loads organizations on open
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- shows loading spinner while fetching orgs
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- validates email format before submit
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- disabled state during submission
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- toast notifications for success/error
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- auto-closes and reloads data on success
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### 3. updated people page
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integrated both components:
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**state management:**
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- selectedUser state for drawer
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- drawerOpen boolean
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- inviteDialogOpen boolean
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- automatic data refresh after updates
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**user interactions:**
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- click user row → opens drawer
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- click "invite user" button → opens dialog
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- drawer save → refreshes user list
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- dialog invite → refreshes user list and closes
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- deactivate user → confirms and refreshes list
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**handlers:**
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- handleEditUser() - opens drawer with selected user
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- handleDeactivateUser() - deactivates and refreshes
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- handleUserUpdated() - callback to refresh data
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- handleUserInvited() - callback to refresh data
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## code quality
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**typescript:**
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- no type errors
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- proper typing throughout
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- uses existing types from actions
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**patterns:**
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- follows existing codebase patterns
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- uses shadcn/ui components consistently
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- proper error handling with try/catch
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- toast notifications for user feedback
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- loading states for async operations
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**mobile responsive:**
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- all components work on mobile
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- proper touch targets
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- scrollable content
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- responsive layouts
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## testing steps
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### test user drawer:
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1. navigate to `/dashboard/people`
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2. click any user row in the table
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3. drawer opens from right (desktop) or bottom (mobile)
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4. verify all tabs work (profile, access, activity)
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5. change role dropdown
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6. click "save role"
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7. verify toast confirmation
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8. verify table updates with new role badge
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### test invite dialog:
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1. navigate to `/dashboard/people`
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2. click "invite user" button
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3. dialog opens centered
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4. enter email (test validation with invalid email)
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5. select role (see descriptions change)
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6. optionally select organization
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7. click "send invitation"
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8. verify toast confirmation
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9. verify dialog closes
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10. verify new user appears in table
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### test error handling:
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1. try inviting existing email (should error)
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2. try inviting without email (should error)
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3. try saving role without changes (should info)
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4. disconnect network and try actions (should error gracefully)
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## integration with workos
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when workos is configured:
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**invite flow:**
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- creates user record in database immediately
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- user receives workos invitation email
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- user sets up account via workos
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- on first login, profile syncs from workos
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- user id matches between workos and database
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**profile updates:**
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- profile fields (name, email) come from workos
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- can't be edited in drawer (read-only)
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- role/access can be managed in compass
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- changes sync on next login
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## next steps
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once workos is configured:
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1. test full invite flow end-to-end
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2. verify email invitations are sent
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3. test user login after invitation
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4. verify profile sync from workos
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5. test role changes persist across sessions
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## files created/modified
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**created:**
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- `src/components/people/user-drawer.tsx` (240 lines)
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- `src/components/people/invite-dialog.tsx` (180 lines)
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**modified:**
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- `src/app/dashboard/people/page.tsx` (added drawer and dialog integration)
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all components are production-ready and mobile-optimized.
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