compassmock/src/components/financials/customers-table.tsx
Nicholai fbd31b58ae
feat(netsuite): add NetSuite integration and financials (#29)
* 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.

* feat(netsuite): add NetSuite integration and financials

Add bidirectional NetSuite REST API integration with
OAuth 2.0, rate limiting, sync engine, and conflict
resolution. Includes invoices, vendor bills, payments,
credit memos CRUD, customer/vendor management pages,
and financial dashboard with tabbed views.

* ci: retrigger build

* fix: add mobile-list-card dependency for people-table

---------

Co-authored-by: Nicholai <nicholaivogelfilms@gmail.com>
2026-02-04 16:36:19 -07:00

375 lines
11 KiB
TypeScript
Executable File

"use client"
import * as React from "react"
import { IconDotsVertical } from "@tabler/icons-react"
import {
flexRender,
getCoreRowModel,
getFilteredRowModel,
getPaginationRowModel,
getSortedRowModel,
useReactTable,
type ColumnDef,
type ColumnFiltersState,
type SortingState,
} from "@tanstack/react-table"
import type { Customer } from "@/db/schema"
import { useIsMobile } from "@/hooks/use-mobile"
import { Badge } from "@/components/ui/badge"
import { Button } from "@/components/ui/button"
import { Checkbox } from "@/components/ui/checkbox"
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuSeparator,
DropdownMenuTrigger,
} from "@/components/ui/dropdown-menu"
import { Input } from "@/components/ui/input"
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select"
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from "@/components/ui/table"
interface CustomersTableProps {
customers: Customer[]
onEdit?: (customer: Customer) => void
onDelete?: (id: string) => void
}
export function CustomersTable({
customers,
onEdit,
onDelete,
}: CustomersTableProps) {
const isMobile = useIsMobile()
const [sorting, setSorting] = React.useState<SortingState>([
{ id: "name", desc: false },
])
const [columnFilters, setColumnFilters] =
React.useState<ColumnFiltersState>([])
const [rowSelection, setRowSelection] = React.useState({})
const sortKey = React.useMemo(() => {
if (!sorting.length) return "name-asc"
const s = sorting[0]
if (s.id === "name") return s.desc ? "name-desc" : "name-asc"
if (s.id === "createdAt") return s.desc ? "newest" : "oldest"
return "name-asc"
}, [sorting])
const handleSort = (value: string) => {
switch (value) {
case "name-asc":
setSorting([{ id: "name", desc: false }])
break
case "name-desc":
setSorting([{ id: "name", desc: true }])
break
case "newest":
setSorting([{ id: "createdAt", desc: true }])
break
case "oldest":
setSorting([{ id: "createdAt", desc: false }])
break
}
}
const columns: ColumnDef<Customer>[] = [
{
id: "select",
header: ({ table }) => (
<Checkbox
checked={table.getIsAllPageRowsSelected()}
onCheckedChange={(v) => table.toggleAllPageRowsSelected(!!v)}
aria-label="select all"
/>
),
cell: ({ row }) => (
<Checkbox
checked={row.getIsSelected()}
onCheckedChange={(v) => row.toggleSelected(!!v)}
aria-label="select row"
/>
),
enableSorting: false,
enableHiding: false,
},
{
accessorKey: "name",
header: "Name",
cell: ({ row }) => (
<span className="font-medium">{row.getValue("name")}</span>
),
},
{
accessorKey: "company",
header: "Company",
cell: ({ row }) =>
row.getValue("company") || (
<span className="text-muted-foreground">-</span>
),
},
{
accessorKey: "email",
header: "Email",
cell: ({ row }) =>
row.getValue("email") || (
<span className="text-muted-foreground">-</span>
),
},
{
accessorKey: "phone",
header: "Phone",
cell: ({ row }) =>
row.getValue("phone") || (
<span className="text-muted-foreground">-</span>
),
},
{
accessorKey: "netsuiteId",
header: "NetSuite ID",
cell: ({ row }) => {
const nsId = row.getValue("netsuiteId") as string | null
if (!nsId) return <span className="text-muted-foreground">-</span>
return <Badge variant="outline">{nsId}</Badge>
},
},
{
accessorKey: "createdAt",
header: "Created",
cell: ({ row }) => {
const d = row.getValue("createdAt") as string
return new Date(d).toLocaleDateString()
},
},
{
id: "actions",
cell: ({ row }) => {
const customer = row.original
return (
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button variant="ghost" className="size-8 p-0">
<span className="sr-only">open menu</span>
<IconDotsVertical className="size-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem onClick={() => onEdit?.(customer)}>
Edit
</DropdownMenuItem>
<DropdownMenuSeparator />
<DropdownMenuItem
className="text-destructive"
onClick={() => onDelete?.(customer.id)}
>
Delete
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
)
},
},
]
const table = useReactTable({
data: customers,
columns,
onSortingChange: setSorting,
onColumnFiltersChange: setColumnFilters,
getCoreRowModel: getCoreRowModel(),
getPaginationRowModel: getPaginationRowModel(),
getSortedRowModel: getSortedRowModel(),
getFilteredRowModel: getFilteredRowModel(),
onRowSelectionChange: setRowSelection,
state: { sorting, columnFilters, rowSelection },
})
const emptyState = (
<div className="rounded-md border border-dashed p-8 text-center">
<p className="text-muted-foreground">No customers yet</p>
<p className="text-sm text-muted-foreground/70 mt-1">
Add your first customer to start tracking contacts and invoices.
</p>
</div>
)
if (isMobile) {
const rows = table.getRowModel().rows
return (
<div className="space-y-3">
<Input
placeholder="Search customers..."
value={
(table.getColumn("name")?.getFilterValue() as string) ?? ""
}
onChange={(e) =>
table.getColumn("name")?.setFilterValue(e.target.value)
}
className="w-full"
/>
<Select value={sortKey} onValueChange={handleSort}>
<SelectTrigger className="w-[150px]">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="name-asc">Name A-Z</SelectItem>
<SelectItem value="name-desc">Name Z-A</SelectItem>
<SelectItem value="newest">Newest</SelectItem>
<SelectItem value="oldest">Oldest</SelectItem>
</SelectContent>
</Select>
{rows.length ? (
<div className="rounded-md border divide-y">
{rows.map((row) => {
const c = row.original
return (
<div
key={row.id}
className="flex items-center gap-3 px-3 py-2.5"
>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium truncate">
{c.name}
</p>
<p className="text-xs text-muted-foreground truncate">
{[c.company, c.email, c.phone]
.filter(Boolean)
.join(" \u00b7 ") || "No contact info"}
</p>
</div>
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="ghost"
size="icon"
className="size-8 shrink-0"
>
<IconDotsVertical className="size-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem onClick={() => onEdit?.(c)}>
Edit
</DropdownMenuItem>
<DropdownMenuSeparator />
<DropdownMenuItem
className="text-destructive"
onClick={() => onDelete?.(c.id)}
>
Delete
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
</div>
)
})}
</div>
) : (
emptyState
)}
</div>
)
}
return (
<div className="space-y-4">
<Input
placeholder="Search customers..."
value={(table.getColumn("name")?.getFilterValue() as string) ?? ""}
onChange={(e) =>
table.getColumn("name")?.setFilterValue(e.target.value)
}
className="w-full sm:max-w-sm"
/>
<div className="rounded-md border overflow-hidden">
<div className="overflow-x-auto">
<Table>
<TableHeader>
{table.getHeaderGroups().map((headerGroup) => (
<TableRow key={headerGroup.id}>
{headerGroup.headers.map((header) => (
<TableHead key={header.id} className="whitespace-nowrap">
{header.isPlaceholder
? null
: flexRender(
header.column.columnDef.header,
header.getContext()
)}
</TableHead>
))}
</TableRow>
))}
</TableHeader>
<TableBody>
{table.getRowModel().rows?.length ? (
table.getRowModel().rows.map((row) => (
<TableRow
key={row.id}
data-state={row.getIsSelected() && "selected"}
>
{row.getVisibleCells().map((cell) => (
<TableCell key={cell.id} className="whitespace-nowrap">
{flexRender(
cell.column.columnDef.cell,
cell.getContext()
)}
</TableCell>
))}
</TableRow>
))
) : (
<TableRow>
<TableCell
colSpan={columns.length}
className="h-24 text-center"
>
No customers found
</TableCell>
</TableRow>
)}
</TableBody>
</Table>
</div>
</div>
<div className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
<div className="text-sm text-muted-foreground">
{table.getFilteredSelectedRowModel().rows.length} of{" "}
{table.getFilteredRowModel().rows.length} row(s) selected
</div>
<div className="flex items-center space-x-2">
<Button
variant="outline"
size="sm"
onClick={() => table.previousPage()}
disabled={!table.getCanPreviousPage()}
>
Previous
</Button>
<Button
variant="outline"
size="sm"
onClick={() => table.nextPage()}
disabled={!table.getCanNextPage()}
>
Next
</Button>
</div>
</div>
</div>
)
}