- Adjusted the `SheetContent` width in multiple form components to improve responsiveness. - Enhanced the `CompanyForm` layout by reorganizing fields for better clarity and usability, including the addition of coordinates input. - Updated the `CustomerForm` and `SupplierForm` to maintain consistency in design and structure. - Improved the `DataTable` component's card styling for better visual appeal and user interaction. - Refined the `QuotesPage` card styling to enhance the user experience when selecting quotes.
504 lines
20 KiB
TypeScript
504 lines
20 KiB
TypeScript
"use client";
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import { useState, useEffect, useMemo, useRef } from "react";
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import { Button } from "@/components/ui/button";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import { Textarea } from "@/components/ui/textarea";
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import { Separator } from "@/components/ui/separator";
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import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetDescription, SheetFooter } from "@/components/ui/sheet";
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import { Dialog, DialogContent, DialogDescription, DialogFooter, DialogHeader, DialogTitle } from "@/components/ui/dialog";
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import { DuplicateWarning, type DuplicateMatch } from "@/components/ui/duplicate-warning";
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import { toast } from "sonner";
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import { Loader2, User, Building2, Mail, Phone, AtSign, MapPin, FileText, ExternalLink } from "lucide-react";
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import getPocketBase from "@/lib/pocketbase";
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import { getAllCompanies, findCustomerDuplicates } from "@/lib/pb-helpers";
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import { CompanySearch } from "@/components/ui/company-search";
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import { UserSearch } from "@/components/ui/user-search";
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import type { Company, Customer } from "@/lib/types";
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interface CustomerFormProps {
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open: boolean;
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onOpenChange: (open: boolean) => void;
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customer?: Customer | null;
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onSaved: () => void;
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}
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/**
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* Treat PB's `{ lon: 0, lat: 0 }` (Null Island) as "no coordinates".
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* PB geoPoint is non-nullable with this zero default — masking it
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* keeps every unset customer from showing up at sea.
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*/
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function hasRealCoordinates(c: Customer["coordinates"]): c is { lon: number; lat: number } {
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return !!c && (c.lon !== 0 || c.lat !== 0);
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}
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function buildCustomerFormState(customer?: Customer | null) {
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return {
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customer: customer?.customer || "",
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email: customer?.email || "",
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alternative_email: customer?.alternative_email || "",
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buyer_email: customer?.buyer_email || "",
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number: customer?.number || "",
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company: customer?.company || "",
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rep: customer?.rep || "",
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lat: customer && hasRealCoordinates(customer.coordinates) ? String(customer.coordinates.lat) : "",
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lon: customer && hasRealCoordinates(customer.coordinates) ? String(customer.coordinates.lon) : "",
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description: customer?.description || "",
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};
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}
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function FieldLabel({ icon: Icon, label }: { icon: React.ElementType; label: string }) {
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return (
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<Label className="flex items-center gap-1.5 text-xs font-medium text-muted-foreground mb-1">
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<Icon className="h-3 w-3" />
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{label}
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</Label>
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);
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}
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export function CustomerForm({ open, onOpenChange, customer, onSaved }: CustomerFormProps) {
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const [loading, setLoading] = useState(false);
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const [companies, setCompanies] = useState<Company[]>([]);
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const [form, setForm] = useState(() => buildCustomerFormState(customer));
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/**
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* Live duplicate-detection state. The customer check is multi-field
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* (name + company + email when set), so the debounced effect below
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* re-runs whenever any of those change. The save-block dialog uses
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* the same `duplicates` snapshot — re-checked at submit time so a
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* fast typer can't slip a duplicate past us.
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*/
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const [duplicates, setDuplicates] = useState<Customer[]>([]);
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const [duplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
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// Lazy-load companies for the company combobox the first time the
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// sheet opens. Cheap (small table) and the user opens the form
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// infrequently, so we don't bother with a context or page-level
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// prefetch.
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useEffect(() => {
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if (!open || companies.length > 0) return;
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let cancelled = false;
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getAllCompanies()
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.then((data) => {
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if (!cancelled) setCompanies(data);
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})
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.catch(() => {
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// best-effort — combobox will just show empty list
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});
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return () => {
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cancelled = true;
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};
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}, [open, companies.length]);
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// Reset the form state when the form is bound to a different
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// customer. Skip the very first run — `useState(() => buildCustomerFormState(customer))`
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// already initialised the form, and a 0ms timer would clobber
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// anything the operator typed in the gap between mount and the
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// effect's first run. The ref compares by id (not the whole
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// record) so the effect only fires when the operator binds the
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// form to a new row.
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const lastCustomerId = useRef<string | undefined>(customer?.id);
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useEffect(() => {
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if (lastCustomerId.current === customer?.id) return;
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lastCustomerId.current = customer?.id;
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setForm(buildCustomerFormState(customer));
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setDuplicates([]);
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}, [customer?.id, customer]);
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// Reset the form state when the sheet closes. The parent only flips
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// `open` to `false` once the operator is done with the dialog (X
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// button, outside click, or successful save). Without this, opening
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// the sheet again — e.g. clicking "Add" after a cancelled edit —
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// inherits the previous session's typed values, which is confusing
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// and risks leaking a stale `customer` prop into a Create flow.
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// The `customer` dep keeps the reset in sync if the parent switches
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// the bound record while the sheet is already closed.
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useEffect(() => {
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if (open) return;
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setForm(buildCustomerFormState(customer));
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setDuplicates([]);
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}, [open, customer]);
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// Live duplicate check — 300ms after the last change to name,
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// company, or email. Customer dupes are multi-field, so we key on
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// all three: same name AND same company, AND (when both sides have
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// an email) the emails also match. `customer?.id` excludes the
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// current record when editing. We derive the empty-name case
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// instead of calling setState in the effect (React 19 lint).
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useEffect(() => {
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const name = form.customer.trim();
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if (!name) return;
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let cancelled = false;
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const timer = window.setTimeout(() => {
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findCustomerDuplicates(name, form.company, form.email, customer?.id)
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.then((matches) => {
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if (!cancelled) setDuplicates(matches);
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})
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.catch(() => {
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// best-effort — save-block re-checks anyway
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});
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}, 300);
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return () => {
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cancelled = true;
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window.clearTimeout(timer);
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};
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}, [form.customer, form.company, form.email, customer?.id]);
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// Derived view: clear the warning when the name is empty so stale
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// matches from a previous keystroke don't linger.
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const visibleDuplicates = useMemo(
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() => (form.customer.trim() ? duplicates : []),
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[form.customer, duplicates]
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);
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// Resolve the company name for the secondary line on each match. The
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// customer row stores `company` as a relation id, and the helper
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// already fetches with `expand: "company"`, so the id → name lookup
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// is a single pass over the already-loaded companies array.
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const companyNameById = new Map(companies.map((c) => [c.id, c.company] as const));
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const duplicateMatches: DuplicateMatch[] = visibleDuplicates.map((c) => ({
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id: c.id,
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href: `/customers/${c.id}`,
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name: c.customer,
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secondary: c.expand?.company?.company ?? companyNameById.get(c.company) ?? c.email,
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}));
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const handleSubmit = async (e: React.FormEvent) => {
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e.preventDefault();
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if (!form.customer.trim()) {
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toast.error("Customer name is required");
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return;
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}
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// Re-check at submit time. The live effect is debounced, so a fast
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// typist could submit before it ran. If we find any duplicate we
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// pop a modal that lists them and asks the operator to confirm or
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// cancel — they can also click "View" to open the existing record
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// in a new tab.
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let submitDuplicates: Customer[] = duplicates;
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if (submitDuplicates.length === 0) {
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try {
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submitDuplicates = await findCustomerDuplicates(
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form.customer,
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form.company,
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form.email,
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customer?.id
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);
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setDuplicates(submitDuplicates);
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} catch {
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submitDuplicates = [];
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}
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}
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if (submitDuplicates.length > 0) {
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setDuplicateDialogOpen(true);
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return;
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}
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await performSave();
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};
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/**
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* The actual PB write. Extracted so the "Save anyway" path inside the
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* duplicate dialog can re-run validation + write after the operator
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* confirms the override. Identical to the company-form pattern.
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*/
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const performSave = async () => {
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// Coordinates: blank → PB default {0,0}; both-or-neither, range-checked.
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const latTrim = form.lat.trim();
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const lonTrim = form.lon.trim();
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let coordinatesPayload: { lon: number; lat: number };
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if (!latTrim && !lonTrim) {
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coordinatesPayload = { lon: 0, lat: 0 };
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} else {
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if (!latTrim || !lonTrim) {
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toast.error("Enter both latitude and longitude, or leave both blank.");
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return;
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}
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const lat = Number(latTrim);
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const lon = Number(lonTrim);
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if (!Number.isFinite(lat) || !Number.isFinite(lon)) {
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toast.error("Coordinates must be numbers.");
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return;
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}
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if (lat < -90 || lat > 90) {
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toast.error("Latitude must be between -90 and 90.");
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return;
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}
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if (lon < -180 || lon > 180) {
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toast.error("Longitude must be between -180 and 180.");
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return;
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}
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coordinatesPayload = { lon, lat };
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}
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setLoading(true);
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try {
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const pb = getPocketBase();
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// `company` and `rep` are relation ids — PB stores them as
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// strings; passing "" unsets the relation. `dateadded` /
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// `lastvisiteddate` mirror the legacy fields (still useful for
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// sorting / display on the list page).
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const data = {
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customer: form.customer,
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email: form.email,
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alternative_email: form.alternative_email,
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buyer_email: form.buyer_email,
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number: form.number,
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company: form.company,
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rep: form.rep,
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coordinates: coordinatesPayload,
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description: form.description,
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dateadded: customer?.dateadded || new Date().toISOString(),
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lastvisiteddate: new Date().toISOString(),
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};
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if (customer) {
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await pb.collection("customers").update(customer.id, data);
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toast.success("Customer updated");
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} else {
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await pb.collection("customers").create(data);
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toast.success("Customer created");
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}
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onSaved();
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onOpenChange(false);
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} catch (err: unknown) {
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const message = err instanceof Error ? err.message : "Failed to save customer";
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toast.error(message);
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} finally {
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setLoading(false);
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}
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};
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return (
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<>
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<Sheet open={open} onOpenChange={onOpenChange}>
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<SheetContent className="w-full sm:max-w-md p-0 flex flex-col">
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<SheetHeader className="px-6 pt-6 pb-2 border-b shrink-0">
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<SheetTitle className="text-lg flex items-center gap-2">
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<div className="flex h-8 w-8 items-center justify-center rounded-md bg-primary/10 text-primary">
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<User className="h-4 w-4" />
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</div>
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{customer ? "Edit Customer" : "New Customer"}
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</SheetTitle>
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<SheetDescription>
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{customer ? "Update customer details" : "Add a new customer to your CRM"}
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</SheetDescription>
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</SheetHeader>
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<form onSubmit={handleSubmit} className="flex-1 flex flex-col min-h-0">
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<div className="flex-1 overflow-y-auto space-y-6 px-6 py-5">
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<div className="space-y-4">
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<div>
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<FieldLabel icon={User} label="Customer Name *" />
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<Input
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value={form.customer}
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onChange={(e) => setForm({ ...form, customer: e.target.value })}
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required
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placeholder="Full name or business name"
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className="h-9"
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aria-invalid={duplicateMatches.length > 0}
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/>
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<DuplicateWarning matches={duplicateMatches} entityLabel="Customer" />
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</div>
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<div>
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<FieldLabel icon={Building2} label="Company" />
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<CompanySearch
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value={form.company}
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onValueChange={(id) => setForm({ ...form, company: id })}
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companies={companies}
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placeholder="Select company..."
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/>
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<p className="text-[11px] text-muted-foreground mt-1.5">
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The company the customer works for. Delivery address
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is captured below — different shafts may share the
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same company but deliver to different coordinates.
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</p>
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</div>
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</div>
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<Separator />
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<div className="space-y-4">
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<p className="text-xs font-medium text-muted-foreground uppercase tracking-wider">Contact</p>
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<div className="grid grid-cols-2 gap-4">
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<div>
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<FieldLabel icon={Mail} label="Email" />
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<Input
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type="email"
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value={form.email}
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onChange={(e) => setForm({ ...form, email: e.target.value })}
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placeholder="email@example.com"
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className="h-9"
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/>
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</div>
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<div>
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<FieldLabel icon={Phone} label="Phone" />
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<Input
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value={form.number}
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onChange={(e) => setForm({ ...form, number: e.target.value })}
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placeholder="Phone number"
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className="h-9"
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/>
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</div>
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</div>
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<div className="grid grid-cols-2 gap-4">
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<div>
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<FieldLabel icon={AtSign} label="Alt Email" />
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<Input
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type="email"
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value={form.alternative_email}
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onChange={(e) => setForm({ ...form, alternative_email: e.target.value })}
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placeholder="alternative@example.com"
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className="h-9"
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/>
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</div>
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<div>
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<FieldLabel icon={AtSign} label="Buyer Email" />
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<Input
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type="email"
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value={form.buyer_email}
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onChange={(e) => setForm({ ...form, buyer_email: e.target.value })}
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placeholder="buyer@example.com"
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className="h-9"
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/>
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</div>
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</div>
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<div>
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<FieldLabel icon={MapPin} label="Delivery Coordinates" />
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<div className="grid grid-cols-2 gap-3">
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<Input
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value={form.lat}
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onChange={(e) => setForm({ ...form, lat: e.target.value })}
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type="number"
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step="any"
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placeholder="Latitude"
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className="h-9"
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aria-label="Latitude"
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/>
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<Input
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value={form.lon}
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onChange={(e) => setForm({ ...form, lon: e.target.value })}
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type="number"
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step="any"
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placeholder="Longitude"
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className="h-9"
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aria-label="Longitude"
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/>
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</div>
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<p className="text-[11px] text-muted-foreground mt-1.5">
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Leave both blank if unknown. Used later for routing /
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delivery. Example: -26.2041, 28.0473 (Johannesburg).
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</p>
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</div>
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</div>
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<Separator />
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<div className="space-y-4">
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<p className="text-xs font-medium text-muted-foreground uppercase tracking-wider">Details</p>
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<div>
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<FieldLabel icon={User} label="Sales Rep" />
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<UserSearch
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value={form.rep}
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onValueChange={(id) => setForm({ ...form, rep: id })}
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placeholder="Select sales rep..."
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/>
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</div>
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<div>
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<FieldLabel icon={FileText} label="Description" />
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<Textarea
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value={form.description}
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onChange={(e) => setForm({ ...form, description: e.target.value })}
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rows={2}
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placeholder="Optional notes..."
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className="resize-none text-sm"
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/>
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</div>
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</div>
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</div>
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<SheetFooter className="border-t px-6 pb-6 pt-4 bg-popover shrink-0">
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<Button type="submit" disabled={loading} className="w-full">
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{loading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
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{customer ? "Save Changes" : "Create Customer"}
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</Button>
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</SheetFooter>
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</form>
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</SheetContent>
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</Sheet>
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{/* Duplicate confirmation. The customer check is multi-field
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(name + company + email when set), so a match here means a
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real collision — same person, same company, same email. The
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operator can cancel and edit, click "View" to inspect the
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existing record in a new tab, or override with "Save anyway"
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when the match is genuinely a different person. */}
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<Dialog open={duplicateDialogOpen} onOpenChange={setDuplicateDialogOpen}>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle>
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{duplicates.length === 1 ? "Possible duplicate" : `${duplicates.length} possible duplicates`}
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</DialogTitle>
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<DialogDescription>
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{duplicates.length === 1
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? "An existing customer has the same name at the same company. Check the match below before saving."
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: "Several existing customers have the same name and company. Confirm none of them is the one you're adding."}
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</DialogDescription>
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</DialogHeader>
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<ul className="max-h-60 space-y-1.5 overflow-y-auto">
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{duplicates.map((d) => {
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const secondary = d.expand?.company?.company ?? companyNameById.get(d.company) ?? d.email;
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return (
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<li
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key={d.id}
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className="flex items-start justify-between gap-2 rounded-md border bg-background/60 px-3 py-2 text-sm"
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>
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<div className="min-w-0 flex-1">
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<p className="truncate font-medium" title={d.customer}>
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{d.customer}
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</p>
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{secondary && (
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<p className="truncate text-xs text-muted-foreground" title={secondary}>
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{secondary}
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</p>
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)}
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</div>
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<Button
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type="button"
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variant="ghost"
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size="icon-sm"
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onClick={() => window.open(`/customers/${d.id}`, "_blank", "noopener")}
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aria-label={`Open ${d.customer}`}
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title="Open in new tab"
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>
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<ExternalLink className="h-3.5 w-3.5" />
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</Button>
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</li>
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);
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})}
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</ul>
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<DialogFooter>
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<Button
|
|
type="button"
|
|
variant="outline"
|
|
onClick={() => setDuplicateDialogOpen(false)}
|
|
>
|
|
Cancel
|
|
</Button>
|
|
<Button
|
|
type="button"
|
|
variant="destructive"
|
|
onClick={async () => {
|
|
setDuplicateDialogOpen(false);
|
|
await performSave();
|
|
}}
|
|
disabled={loading}
|
|
>
|
|
{loading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
|
|
Save anyway
|
|
</Button>
|
|
</DialogFooter>
|
|
</DialogContent>
|
|
</Dialog>
|
|
</>
|
|
);
|
|
}
|