feat(crm): frontend code — pages + services + components
Brings in the full frontend CRM stack: admin authoring pages,
customer-portal surfaces, public response flows, typed services,
and the supporting component library. i18n locale JSON is the next
commit (kept separate so reviewers can read it as data).
Pages
- Quotes: list / editor / detail / public accept-decline
- Invoices: list / editor / detail / public payment-check
- Contracts: list / editor / detail / block library / public sign
- Calendar (FullCalendar — admin-only v1)
- Tax report (period picker + CSV/PDF export)
- Hours (logged time entries, per-customer)
- Deals lineage (DocumentLineageCard surfaces)
- CRM Development (admin dev tools, gated by crmDevelopment flag)
- Customer-portal pages for quotes / invoices / contracts
- Settings reorg: CRM-Settings group + dedicated tabs for Business
Profile, CRM behaviour, Contracts block library, Reminder emails
- BrandingPage typography (PDF font picker)
- EventDetailsPage / CustomerDetailPage / CreateEventPage extensions
(event-time fields, hours toggle, per-event reminder override)
Services (typed)
- quotes.service, bills.service, contracts.service
- customerAdmin.service, deals.service, calendar.service,
taxReport.service, contracts-blocks.service
- businessProfile.service (timezone, font picker, bank accounts)
- useInstallmentDefaults hook, useLocalizedDate dateInputLang extension
Components (admin)
- CustomerPicker (shared across quote/invoice/contract editors)
- LineItemsTable (hierarchy + details_text, memoised pricing)
- InstallmentsPanel (simple + advanced toggle, fixed-date vs trigger)
- DocumentLineageCard (deal_uuid grouped view)
- EditInstallmentPlanModal (atomic post-spawn plan reshape)
- EventReminderOverrideCard, EmailTemplateEditor (tiptap),
PdfFontPicker, IntegrityCheckCard
- Feature-flag context + RequireFeature wrapper + AdminSidebar
featureFlagsAny derivation + UI-hiding sweep
Build infra
- vite.config: fullcalendar chunk carved off (~200 KB lazy-loaded)
- frontend/package.json: tiptap, fullcalendar, signature_pad,
react-international-phone, et al.
- tailwind + prose styles updated for editor surfaces
3-way merge note: 1 conflict (CustomerDetailPage.tsx) hand-resolved
to keep upstream's SUPPORTED_LANGUAGES.map() data-driven pattern
over feat/crm's hardcoded option list; feat/crm's DecimalInput
import preserved alongside.
This commit is contained in:
Luca
+97
-8
@@ -1,4 +1,4 @@
|
||||
import { useEffect, useState } from 'react';
|
||||
import { lazy, Suspense, useEffect, useState } from 'react';
|
||||
import { BrowserRouter as Router, Routes, Route, Navigate, useParams } from 'react-router-dom';
|
||||
import { QueryClient, QueryClientProvider } from '@tanstack/react-query';
|
||||
import { ToastContainer } from 'react-toastify';
|
||||
@@ -24,8 +24,29 @@ import {
|
||||
UserManagementPage,
|
||||
CustomerManagementPage,
|
||||
CustomerDetailPage,
|
||||
WebhookDeliveriesPage
|
||||
WebhookDeliveriesPage,
|
||||
// CRM routes (#TBD) — feature-flagged at the route layer via RequireFeature.
|
||||
QuotesListPage,
|
||||
QuoteEditorPage,
|
||||
QuoteDetailPage,
|
||||
BillsListPage,
|
||||
BillEditorPage,
|
||||
BillDetailPage,
|
||||
} from './pages/admin';
|
||||
import { CrmDevelopmentPage } from './pages/admin/clients/CrmDevelopmentPage';
|
||||
import { TaxReportPage } from './pages/admin/clients/TaxReportPage';
|
||||
import { HoursLoggingPage } from './pages/admin/clients/HoursLoggingPage';
|
||||
// E.6 — Calendar page lazy-loaded so the ~200 KB FullCalendar bundle
|
||||
// (carved into its own chunk in vite.config.ts) doesn't ship with the
|
||||
// main app. Only pages that visit /admin/clients/calendar fetch it.
|
||||
const CalendarPage = lazy(() => import('./pages/admin/clients/CalendarPage').then((m) => ({ default: m.CalendarPage })));
|
||||
import { QuoteResponsePage } from './pages/public/QuoteResponsePage';
|
||||
import { ContractResponsePage } from './pages/public/ContractResponsePage';
|
||||
import { ContractsListPage } from './pages/admin/contracts/ContractsListPage';
|
||||
import { ContractEditorPage } from './pages/admin/contracts/ContractEditorPage';
|
||||
import { ContractDetailPage } from './pages/admin/contracts/ContractDetailPage';
|
||||
import { BlockLibraryPage } from './pages/admin/contracts/BlockLibraryPage';
|
||||
import { PaymentCheckPage } from './pages/public/PaymentCheckPage';
|
||||
import { AcceptInvitePage } from './pages/public/AcceptInvitePage';
|
||||
import {
|
||||
CustomerLoginPage,
|
||||
@@ -36,13 +57,14 @@ import {
|
||||
CustomerCalendarPage,
|
||||
CustomerQuotesPage,
|
||||
CustomerBillsPage,
|
||||
CustomerContractsPage,
|
||||
CustomerResetPasswordPage,
|
||||
} from './pages/customer';
|
||||
import { CustomerAuthProvider } from './contexts/CustomerAuthContext';
|
||||
import { AdminLayout, AdminAuthWrapper } from './components/admin';
|
||||
import { ClientsLayout } from './components/admin/ClientsLayout';
|
||||
import { RequireFeature } from './components/admin/RequireFeature';
|
||||
import { PageErrorBoundary, OfflineIndicator, SkipLink, DynamicFavicon, RobotsMetaTags, CMSContentBlock } from './components/common';
|
||||
import { PageErrorBoundary, OfflineIndicator, SkipLink, DynamicFavicon, RobotsMetaTags, CMSContentBlock, Loading } from './components/common';
|
||||
import { MaintenanceWrapper } from './components/MaintenanceWrapper';
|
||||
import { GlobalThemeProvider } from './components/GlobalThemeProvider';
|
||||
import { usePublicSettings } from './hooks/usePublicSettings';
|
||||
@@ -172,12 +194,67 @@ function App() {
|
||||
<Route path="accounts" element={<CustomerManagementPage />} />
|
||||
<Route path="accounts/:id" element={<CustomerDetailPage />} />
|
||||
</Route>
|
||||
{/* Quotes (CRM) — gated by `quotes`. */}
|
||||
<Route element={<RequireFeature flag="quotes" />}>
|
||||
<Route path="quotes" element={<QuotesListPage />} />
|
||||
<Route path="quotes/new" element={<QuoteEditorPage />} />
|
||||
<Route path="quotes/:id" element={<QuoteDetailPage />} />
|
||||
<Route path="quotes/:id/edit" element={<QuoteEditorPage />} />
|
||||
</Route>
|
||||
{/* Bills / invoices (CRM) — gated by `bills`. */}
|
||||
<Route element={<RequireFeature flag="bills" />}>
|
||||
<Route path="bills" element={<BillsListPage />} />
|
||||
<Route path="bills/new" element={<BillEditorPage />} />
|
||||
<Route path="bills/:id" element={<BillDetailPage />} />
|
||||
<Route path="bills/:id/edit" element={<BillEditorPage />} />
|
||||
</Route>
|
||||
|
||||
{/* Contracts (CRM) — gated by `contracts`. Independent
|
||||
of quotes/bills; a free-standing legal document
|
||||
type composed from a library of reusable blocks. */}
|
||||
<Route element={<RequireFeature flag="contracts" />}>
|
||||
<Route path="contracts" element={<ContractsListPage />} />
|
||||
<Route path="contracts/new" element={<ContractEditorPage />} />
|
||||
<Route path="contracts/blocks" element={<BlockLibraryPage />} />
|
||||
<Route path="contracts/:id" element={<ContractDetailPage />} />
|
||||
<Route path="contracts/:id/edit" element={<ContractEditorPage />} />
|
||||
</Route>
|
||||
|
||||
{/* Hour logging (standalone surface) — gated by
|
||||
`hoursLogging`. Independent of `bills` so admin
|
||||
can log hours before the full billing surface
|
||||
is enabled. */}
|
||||
<Route element={<RequireFeature flag="hoursLogging" />}>
|
||||
<Route path="hours" element={<HoursLoggingPage />} />
|
||||
</Route>
|
||||
|
||||
{/* Admin calendar (migration 137) — gated by
|
||||
`calendar`. Lazy-loaded so the FullCalendar
|
||||
bundle stays out of the main chunk. */}
|
||||
<Route element={<RequireFeature flag="calendar" />}>
|
||||
<Route
|
||||
path="calendar"
|
||||
element={
|
||||
<Suspense fallback={<Loading />}>
|
||||
<CalendarPage />
|
||||
</Suspense>
|
||||
}
|
||||
/>
|
||||
</Route>
|
||||
|
||||
{/* Tax / Steuer report — gated by `taxReport`. */}
|
||||
<Route element={<RequireFeature flag="taxReport" />}>
|
||||
<Route path="tax-report" element={<TaxReportPage />} />
|
||||
</Route>
|
||||
{/* Developer tools — gated by `crmDevelopment`. */}
|
||||
<Route element={<RequireFeature flag="crmDevelopment" />}>
|
||||
<Route path="development" element={<CrmDevelopmentPage />} />
|
||||
</Route>
|
||||
{/* Default: send /admin/clients (no sub-path) to
|
||||
the first available sub-feature. Today that's
|
||||
always accounts; when calendar/quotes ship they
|
||||
get their own routes here and the empty-state
|
||||
in ClientsLayout handles the rare "parent on,
|
||||
all children off" case. */}
|
||||
the first enabled sub-feature. accounts comes
|
||||
first because it predates the others. The empty
|
||||
state inside ClientsLayout handles "parent on,
|
||||
all children off". */}
|
||||
<Route index element={<Navigate to="/admin/clients/accounts" replace />} />
|
||||
</Route>
|
||||
</Route>
|
||||
@@ -209,6 +286,17 @@ function App() {
|
||||
{/* Public invitation acceptance page */}
|
||||
<Route path="/invite/:token" element={<AcceptInvitePage />} />
|
||||
|
||||
{/* Public quote accept/decline page (CRM). Token-only,
|
||||
no auth required. */}
|
||||
<Route path="/quote/:token" element={<QuoteResponsePage />} />
|
||||
<Route path="/contract/:token" element={<ContractResponsePage />} />
|
||||
|
||||
{/* Admin payment-check page (CRM) — token only,
|
||||
no auth. Reached from the "Paid in full /
|
||||
Partial / Not paid" buttons in the payment-
|
||||
check email. */}
|
||||
<Route path="/payment-check/:token" element={<PaymentCheckPage />} />
|
||||
|
||||
{/* Customer surface (#354). Strictly separate provider /
|
||||
cookie / API surface from /admin/*. The customerPortal
|
||||
feature flag hides the *admin-side* surfaces (sidebar
|
||||
@@ -237,6 +325,7 @@ function App() {
|
||||
<Route path="dashboard" element={<CustomerDashboardPage />} />
|
||||
<Route path="calendar" element={<CustomerCalendarPage />} />
|
||||
<Route path="quotes" element={<CustomerQuotesPage />} />
|
||||
<Route path="contracts" element={<CustomerContractsPage />} />
|
||||
<Route path="bills" element={<CustomerBillsPage />} />
|
||||
<Route path="profile" element={<CustomerProfilePage />} />
|
||||
</Route>
|
||||
|
||||
Reference in New Issue
Block a user