fix client creation

This commit is contained in:
Casey 2025-12-13 08:23:03 -06:00
parent 0d7976b140
commit 0c1bb52f1b
9 changed files with 305 additions and 161 deletions

View file

@ -1,7 +1,6 @@
<script setup>
import { IconoirProvider } from "@iconoir/vue";
import SideBar from "./components/SideBar.vue";
import CompanySelector from "./components/CompanySelector.vue";
import { watchEffect, onMounted, ref } from "vue";
import { useCompanyStore } from "@/stores/company";
import { useThemeStore } from "@/stores/theme";
@ -48,7 +47,6 @@ watchEffect(() => {
>
<div id="snw-ui">
<div class="sidebar-column">
<CompanySelector />
<SideBar />
</div>
<div id="display-content">
@ -84,7 +82,7 @@ watchEffect(() => {
width: 100%;
margin: 10px auto;
height: 90vh;
background: linear-gradient(145deg, var(--theme-surface) 0%, var(--theme-surface-alt) 60%);
background: var(--theme-gradient);
}
.sidebar-column {

View file

@ -16,8 +16,8 @@ const selectedCompany = computed({
const fontSize = computed(() => {
const len = selectedCompany.value.length;
if (len > 12) return '0.75rem';
if (len > 10) return '0.8rem';
if (len > 12) return '0.71rem';
if (len > 10) return '0.75rem';
return '0.875rem';
});
</script>
@ -41,7 +41,7 @@ const fontSize = computed(() => {
}
.company-select {
width: 170px;
width: 100%;
}
:deep(.p-select) {

View file

@ -3,6 +3,7 @@ import { ref, nextTick } from "vue";
import { useRouter } from "vue-router";
import { useModalStore } from "@/stores/modal";
import { useNotificationStore } from "@/stores/notifications-primevue"
import CompanySelector from "./CompanySelector.vue";
import {
Home,
Community,
@ -153,6 +154,9 @@ const handleCategoryClick = (category) => {
<template>
<div id="sidebar" class="sidebar" :class="{ collapsed: isCollapsed }">
<div class="sidebar-top" :class="{ collapsed: isCollapsed }">
<CompanySelector />
</div>
<!-- Toggle Button -->
<button
class="sidebar-toggle"
@ -282,7 +286,6 @@ const handleCategoryClick = (category) => {
display: flex;
flex-direction: column;
width: 170px;
min-width: 170px;
align-self: flex-start;
gap: 5px;
background-color: var(--theme-surface-alt);
@ -294,6 +297,15 @@ const handleCategoryClick = (category) => {
transition: all 0.3s ease;
}
.sidebar-top {
margin-bottom: 6px;
}
.sidebar-top.collapsed {
margin-bottom: 8px;
width: 100%;
}
#sidebar.collapsed {
width: 56px;
min-width: 56px;

View file

@ -36,6 +36,7 @@ const handleItem = (item) => {
if (typeof item?.command === "function") {
item.command();
}
toggle();
};
watch(

View file

@ -1,78 +1,87 @@
<template>
<div class="form-section">
<div class="section-header">
<h3>Client Information</h3>
<label class="toggle-container" v-if="!isEditMode">
<v-switch v-model="isNewClient" color="success" />
<span class="toggle-label">New Client</span>
</label>
</div>
<div class="form-grid">
<div class="form-field">
<label for="customer-name"> Customer Name <span class="required">*</span> </label>
<div class="input-with-button">
<InputText
id="customer-name"
v-model="localFormData.customerName"
:disabled="isSubmitting || isEditMode"
placeholder="Enter customer name"
<div>
<div class="form-section">
<div class="section-header">
<h3>Client Information</h3>
<label class="toggle-container" v-if="!isEditMode">
<v-switch v-model="isNewClient" color="success" />
<span class="toggle-label">New Client</span>
</label>
</div>
<div class="form-grid">
<div class="form-field">
<label for="customer-name"> Customer Name <span class="required">*</span> </label>
<div class="input-with-button">
<InputText
id="customer-name"
v-model="localFormData.customerName"
:disabled="isSubmitting || isEditMode"
placeholder="Enter customer name"
class="w-full"
/>
<Button
label="Check Client"
size="small"
icon="pi pi-user-check"
class="check-btn"
@click="checkCustomerExists"
:disabled="isSubmitting || !localFormData.customerName.trim()"
>Check</Button>
<Button
v-if="!isNewClient && !isEditMode"
@click="searchCustomers"
:disabled="isSubmitting || !localFormData.customerName.trim()"
size="small"
icon="pi pi-search"
class="search-btn"
></Button>
</div>
</div>
<div class="form-field">
<label for="customer-type"> Customer Type <span class="required">*</span> </label>
<Select
id="customer-type"
v-model="localFormData.customerType"
:options="customerTypeOptions"
:disabled="isSubmitting || (!isNewClient && !isEditMode)"
placeholder="Select customer type"
class="w-full"
/>
<Button
v-if="!isNewClient && !isEditMode"
@click="searchCustomers"
:disabled="isSubmitting || !localFormData.customerName.trim()"
size="small"
icon="pi pi-search"
class="search-btn"
></Button>
</div>
</div>
<div class="form-field">
<label for="customer-type"> Customer Type <span class="required">*</span> </label>
<Select
id="customer-type"
v-model="localFormData.customerType"
:options="customerTypeOptions"
:disabled="isSubmitting || (!isNewClient && !isEditMode)"
placeholder="Select customer type"
class="w-full"
/>
</div>
</div>
<!-- Customer Search Results Modal -->
<Dialog
:visible="showCustomerSearchModal"
@update:visible="showCustomerSearchModal = $event"
header="Select Customer"
:modal="true"
class="search-dialog"
>
<div class="search-results">
<div v-if="customerSearchResults.length === 0" class="no-results">
<i class="pi pi-info-circle"></i>
<p>No customers found matching your search.</p>
</div>
<div v-else class="results-list">
<div
v-for="(customerName, index) in customerSearchResults"
:key="index"
class="result-item"
@click="selectCustomer(customerName)"
>
<strong>{{ customerName }}</strong>
<i class="pi pi-chevron-right"></i>
</div>
</div>
</div>
<template #footer>
<Button label="Cancel" severity="secondary" @click="showCustomerSearchModal = false" />
</template>
</Dialog>
</div>
<!-- Customer Search Results Modal -->
<Dialog
v-model:visible="showCustomerSearchModal"
header="Select Customer"
:modal="true"
class="search-dialog"
>
<div class="search-results">
<div v-if="customerSearchResults.length === 0" class="no-results">
<i class="pi pi-info-circle"></i>
<p>No customers found matching your search.</p>
</div>
<div v-else class="results-list">
<div
v-for="(customerName, index) in customerSearchResults"
:key="index"
class="result-item"
@click="selectCustomer(customerName)"
>
<strong>{{ customerName }}</strong>
<i class="pi pi-chevron-right"></i>
</div>
</div>
</div>
<template #footer>
<Button label="Cancel" severity="secondary" @click="showCustomerSearchModal = false" />
</template>
</Dialog>
</template>
<script setup>
</template><script setup>
import { ref, watch, computed } from "vue";
import InputText from "primevue/inputtext";
import Select from "primevue/select";
@ -109,6 +118,30 @@ const showCustomerSearchModal = ref(false);
const customerSearchResults = ref([]);
const customerTypeOptions = ["Individual", "Partnership", "Company"];
const mapContactsFromClient = (contacts = []) => {
if (!Array.isArray(contacts) || contacts.length === 0) {
return [
{
firstName: "",
lastName: "",
phoneNumber: "",
email: "",
contactRole: "",
isPrimary: true,
},
];
}
return contacts.map((contact, index) => ({
firstName: contact.firstName || "",
lastName: contact.lastName || "",
phoneNumber: contact.phoneNumber || contact.phone || contact.mobileNo || "",
email: contact.email || contact.emailId || contact.customEmail || "",
contactRole: contact.contactRole || contact.role || "",
isPrimary: contact.isPrimary ?? contact.isPrimaryContact ?? index === 0,
}));
};
// Watch for toggle changes
watch(isNewClient, (newValue) => {
emit("newClientToggle", newValue);
@ -138,6 +171,45 @@ const searchCustomers = async () => {
}
};
const checkCustomerExists = async () => {
const searchTerm = localFormData.value.customerName.trim();
if (!searchTerm) return;
try {
const client = await Api.getClient(searchTerm);
if (!client) {
notificationStore.addInfo("Customer is not in our system yet.");
return;
}
localFormData.value.customerName = client.customerName || searchTerm;
localFormData.value.customerType = client.customerType || localFormData.value.customerType;
localFormData.value.contacts = mapContactsFromClient(client.contacts);
isNewClient.value = false;
showCustomerSearchModal.value = false;
emit("customerSelected", client);
notificationStore.addSuccess(
`Customer ${localFormData.value.customerName} found and loaded from system.`,
);
} catch (error) {
console.error("Error checking customer:", error);
const message =
typeof error?.message === "string" &&
error.message.toLowerCase().includes("not found")
? "Customer is not in our system yet."
: "Failed to check customer. Please try again.";
if (message.includes("not in our system")) {
notificationStore.addInfo(message);
} else {
notificationStore.addError(message);
}
}
};
const selectCustomer = async (customerName) => {
try {
// Fetch full customer data
@ -145,6 +217,7 @@ const selectCustomer = async (customerName) => {
localFormData.value.customerName = clientData.customerName;
localFormData.value.customerType = clientData.customerType;
localFormData.value.contacts = mapContactsFromClient(clientData.contacts);
showCustomerSearchModal.value = false;
// Pass the full client data including contacts
@ -306,6 +379,24 @@ defineExpose({
background: var(--surface-hover);
}
.check-btn {
border: 1px solid var(--primary-color);
color: var(--primary-color);
background: var(--surface-card);
padding: 0.25rem 0.75rem;
min-width: 8rem;
justify-content: center;
}
.check-btn:disabled {
opacity: 0.5;
cursor: not-allowed;
}
.check-btn:hover:not(:disabled) {
background: var(--surface-hover);
}
.search-btn {
background: var(--primary-color);
border: 1px solid var(--primary-color);
@ -317,6 +408,7 @@ defineExpose({
border-radius: 4px;
transition: background 0.2s;
color: white;
min-width: 8rem;
}
.search-btn:disabled {

View file

@ -2,8 +2,8 @@ import { defineStore } from "pinia";
export const useCompanyStore = defineStore("company", {
state: () => ({
companies: ["SprinklersNW", "Nuco Yard Care", "Lowe Fencing", "Veritas Stone", "Daniel's Landscape Supplies"],
selectedCompany: "SprinklersNW",
companies: ["Sprinklers Northwest", "Nuco Yard Care", "Lowe Fencing", "Veritas Stone", "Daniels Landscape Supplies"],
selectedCompany: "Sprinklers Northwest",
}),
getters: {

View file

@ -1,15 +1,17 @@
import { defineStore } from "pinia";
const themeMap = {
SprinklersNW: {
primary: "#0f7ac7",
primaryStrong: "#0c639f",
"Sprinklers Northwest": {
primary: "#75bdf1ff",
primaryStrong: "#068ee9ff",
secondary: "#2ca66f",
accent: "#8fd9a8",
primaryGradientStart: "#0c639f",
primaryGradientStart: "#70b9e9ff",
primaryGradientEnd: "#1390e0",
primaryGradient: "linear-gradient(90deg, #a6d2f0ff 0%, #a1d7f8ff 100%)",
secondaryGradientStart: "#2c9b64",
secondaryGradientEnd: "#38c487",
secondaryGradient: "linear-gradient(90deg, #2c9b64 0%, #38c487 100%)",
surface: "#cadcf1ff",
surfaceAlt: "#dbfdefff",
border: "#cfe5f7",
@ -26,8 +28,10 @@ const themeMap = {
accent: "#f7de6d",
primaryGradientStart: "#2f6425",
primaryGradientEnd: "#4a9f3a",
primaryGradient: "linear-gradient(90deg, #2f6425 0%, #4a9f3a 100%)",
secondaryGradientStart: "#d2a106",
secondaryGradientEnd: "#f7de6d",
secondaryGradient: "linear-gradient(90deg, #d2a106 0%, #f7de6d 100%)",
surface: "#f7fbe9",
surfaceAlt: "#f1f4d6",
border: "#dfe8b5",
@ -44,8 +48,10 @@ const themeMap = {
accent: "#9cc6ff",
primaryGradientStart: "#232d3f",
primaryGradientEnd: "#375073",
primaryGradient: "linear-gradient(90deg, #232d3f 0%, #375073 100%)",
secondaryGradientStart: "#4f8ee5",
secondaryGradientEnd: "#5fa4ff",
secondaryGradient: "linear-gradient(90deg, #4f8ee5 0%, #5fa4ff 100%)",
surface: "#f5f7fb",
surfaceAlt: "#e7ecf5",
border: "#ced6e5",
@ -62,8 +68,10 @@ const themeMap = {
accent: "#d8d0c5",
primaryGradientStart: "#5e564d",
primaryGradientEnd: "#8a8073",
primaryGradient: "linear-gradient(90deg, #5e564d 0%, #8a8073 100%)",
secondaryGradientStart: "#b2a89c",
secondaryGradientEnd: "#cfc6b8",
secondaryGradient: "linear-gradient(90deg, #b2a89c 0%, #cfc6b8 100%)",
surface: "#f7f5f2",
surfaceAlt: "#ebe6df",
border: "#d8d0c5",
@ -73,15 +81,17 @@ const themeMap = {
textDark: "#231c16",
textLight: "#ffffff",
},
"Daniel's Landscape Supplies": {
"Daniels Landscape Supplies": {
primary: "#2f6b2f",
primaryStrong: "#245224",
secondary: "#f28c28",
accent: "#ffc174",
primaryGradientStart: "#245224",
primaryGradientEnd: "#3a8a3a",
primaryGradient: "linear-gradient(90deg, #245224 0%, #3a8a3a 100%)",
secondaryGradientStart: "#f28c28",
secondaryGradientEnd: "#ffc174",
secondaryGradient: "linear-gradient(90deg, #f28c28 0%, #ffc174 100%)",
surface: "#f8fbf4",
surfaceAlt: "#f2f1e9",
border: "#d9e5cc",
@ -109,8 +119,10 @@ export const useThemeStore = defineStore("theme", {
root.style.setProperty("--theme-accent", theme.accent);
root.style.setProperty("--theme-gradient-start", theme.primaryGradientStart);
root.style.setProperty("--theme-gradient-end", theme.primaryGradientEnd);
root.style.setProperty("--theme-gradient", theme.primaryGradient);
root.style.setProperty("--theme-secondary-gradient-start", theme.secondaryGradientStart);
root.style.setProperty("--theme-secondary-gradient-end", theme.secondaryGradientEnd);
root.style.setProperty("--theme-secondary-gradient", theme.secondaryGradient);
root.style.setProperty("--theme-surface", theme.surface);
root.style.setProperty("--theme-surface-alt", theme.surfaceAlt);
root.style.setProperty("--theme-border", theme.border);