Merge pull request #241 from ArnasDon/fix/custom-fields-settings-tab

fix(settings): add Custom Fields tab to Settings (#238)
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Arnas Donauskas 2026-06-11 16:23:05 +03:00 committed by GitHub
commit 5b6fe3d677
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3 changed files with 160 additions and 92 deletions

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@ -9,8 +9,10 @@ import {
Palette,
UsersRound,
Coins,
SlidersHorizontal,
} from 'lucide-react';
import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs';
import { useCan } from '@/hooks/use-can';
import { WhatsAppConfig } from '@/components/settings/whatsapp-config';
import { TemplateManager } from '@/components/settings/template-manager';
import { TagManager } from '@/components/settings/tag-manager';
@ -20,12 +22,14 @@ import { SessionsCard } from '@/components/settings/sessions-card';
import { AppearancePanel } from '@/components/settings/appearance-panel';
import { MembersTab } from '@/components/settings/members-tab';
import { DealsSettings } from '@/components/settings/deals-settings';
import { CustomFieldsSettings } from '@/components/settings/custom-fields-settings';
const TAB_VALUES = [
'profile',
'whatsapp',
'templates',
'tags',
'custom-fields',
'deals',
'appearance',
'members',
@ -40,12 +44,21 @@ export default function SettingsPage() {
const router = useRouter();
const searchParams = useSearchParams();
// Custom-field definitions are account-wide config, so editing them is
// admin+ only — mirror the gate on the Contacts page. The `custom_fields`
// RLS rejects non-admin writes regardless.
const canEditSettings = useCan('edit-settings');
// The URL is the single source of truth for the active tab — no
// local state, no sync effect. A previous revision duplicated this
// into `useState` + a sync effect, which tripped React 19's
// set-state-in-effect rule and was also redundant.
const queryTab = searchParams.get('tab');
const tab: TabValue = isTabValue(queryTab) ? queryTab : 'profile';
// Deep-linking to the admin-only tab as a non-admin falls back to profile
// rather than landing on a tab with no trigger or content.
const resolved: TabValue = isTabValue(queryTab) ? queryTab : 'profile';
const tab: TabValue =
resolved === 'custom-fields' && !canEditSettings ? 'profile' : resolved;
const onChange = (next: TabValue) => {
const params = new URLSearchParams(searchParams.toString());
@ -57,59 +70,68 @@ export default function SettingsPage() {
<div className="space-y-6">
<div>
<h1 className="text-2xl font-bold text-white">Settings</h1>
<p className="text-sm text-slate-400 mt-1">
<p className="mt-1 text-sm text-slate-400">
Manage your profile, WhatsApp® integration, message templates, and
tags.
</p>
</div>
<Tabs value={tab} onValueChange={(v) => onChange(v as TabValue)}>
<TabsList className="bg-slate-900 border border-slate-700">
<TabsList className="border border-slate-700 bg-slate-900">
<TabsTrigger
value="profile"
className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<User className="size-4" />
Profile
</TabsTrigger>
<TabsTrigger
value="whatsapp"
className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<Settings className="size-4" />
WhatsApp Config
</TabsTrigger>
<TabsTrigger
value="templates"
className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<MessageSquare className="size-4" />
Templates
</TabsTrigger>
<TabsTrigger
value="tags"
className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<Tag className="size-4" />
Tags
</TabsTrigger>
{canEditSettings && (
<TabsTrigger
value="custom-fields"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<SlidersHorizontal className="size-4" />
Custom Fields
</TabsTrigger>
)}
<TabsTrigger
value="deals"
className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<Coins className="size-4" />
Deals
</TabsTrigger>
<TabsTrigger
value="appearance"
className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<Palette className="size-4" />
Appearance
</TabsTrigger>
<TabsTrigger
value="members"
className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
className="data-active:text-primary text-slate-400 data-active:bg-slate-800"
>
<UsersRound className="size-4" />
Members
@ -134,6 +156,12 @@ export default function SettingsPage() {
<TagManager />
</TabsContent>
{canEditSettings && (
<TabsContent value="custom-fields">
<CustomFieldsSettings />
</TabsContent>
)}
<TabsContent value="deals">
<DealsSettings />
</TabsContent>

View File

@ -22,15 +22,39 @@ interface CustomFieldsManagerProps {
}
/**
* Create / rename / delete account-wide custom contact field definitions.
* Per-contact values are edited elsewhere (contact detail → Custom Fields);
* this only manages the field catalogue. Admin+ gated by the caller — the
* `custom_fields` RLS also rejects non-admin writes as defense in depth.
* Dialog wrapper around {@link CustomFieldsPanel}, used on the Contacts page.
* The same panel is rendered inline under Settings → Custom Fields, so the
* editing UI lives in one place. Radix unmounts the dialog content on close,
* so the panel remounts (and refetches) on each open.
*/
export function CustomFieldsManager({
open,
onOpenChange,
}: CustomFieldsManagerProps) {
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="border-slate-700 bg-slate-900 text-slate-200 sm:max-w-md">
<DialogHeader>
<DialogTitle className="text-white">Custom fields</DialogTitle>
<DialogDescription className="text-slate-400">
Define extra contact fields (e.g. ZIP code, lead source). They
appear on every contact and in the “Update Contact Field” automation
action.
</DialogDescription>
</DialogHeader>
<CustomFieldsPanel />
</DialogContent>
</Dialog>
);
}
/**
* Create / rename / delete account-wide custom contact field definitions.
* Per-contact values are edited elsewhere (contact detail → Custom Fields);
* this only manages the field catalogue. Admin+ gated by the caller — the
* `custom_fields` RLS also rejects non-admin writes as defense in depth.
*/
export function CustomFieldsPanel() {
const supabase = createClient();
const { user, accountId } = useAuth();
@ -51,27 +75,21 @@ export function CustomFieldsManager({
setLoading(false);
}, [supabase, accountId]);
// Load the field list when the dialog opens. The setters inside
// fetchFields run after the Supabase await — not synchronously in the
// effect body — so the cascade the lint rule warns about doesn't apply.
// Load the field list on mount once the account is known. The setters
// inside fetchFields run after the Supabase await — not synchronously in
// the effect body — so the cascade the lint rule warns about doesn't apply.
useEffect(() => {
if (open && accountId) {
if (accountId) {
// eslint-disable-next-line react-hooks/set-state-in-effect
fetchFields();
}
}, [open, accountId, fetchFields]);
// Clear the draft on close (handler, not effect) so reopening starts fresh.
function handleOpenChange(next: boolean) {
if (!next) setNewName('');
onOpenChange(next);
}
}, [accountId, fetchFields]);
/** Case-insensitive name clash within the loaded list. */
function isDuplicate(name: string, exceptId?: string): boolean {
const lower = name.toLowerCase();
return fields.some(
(f) => f.id !== exceptId && f.field_name.toLowerCase() === lower,
(f) => f.id !== exceptId && f.field_name.toLowerCase() === lower
);
}
@ -107,7 +125,10 @@ export function CustomFieldsManager({
/** Returns true on success so the row can keep the new name, false so it
* reverts to the previous one. No-ops (blank / unchanged) count as success. */
async function handleRename(field: CustomField, nextName: string): Promise<boolean> {
async function handleRename(
field: CustomField,
nextName: string
): Promise<boolean> {
const name = nextName.trim();
if (!name || name === field.field_name) return true;
if (isDuplicate(name, field.id)) {
@ -131,7 +152,7 @@ export function CustomFieldsManager({
async function handleDelete(field: CustomField) {
if (
!window.confirm(
`Delete "${field.field_name}"? This also removes its stored value on every contact. This cannot be undone.`,
`Delete "${field.field_name}"? This also removes its stored value on every contact. This cannot be undone.`
)
) {
return;
@ -151,71 +172,61 @@ export function CustomFieldsManager({
}
return (
<Dialog open={open} onOpenChange={handleOpenChange}>
<DialogContent className="bg-slate-900 border-slate-700 text-slate-200 sm:max-w-md">
<DialogHeader>
<DialogTitle className="text-white">Custom fields</DialogTitle>
<DialogDescription className="text-slate-400">
Define extra contact fields (e.g. ZIP code, lead source). They appear
on every contact and in the “Update Contact Field” automation action.
</DialogDescription>
</DialogHeader>
{/* Create */}
<div className="flex items-center gap-2">
<Input
value={newName}
onChange={(e) => setNewName(e.target.value)}
onKeyDown={(e) => {
if (e.key === 'Enter') {
e.preventDefault();
void handleCreate();
}
}}
placeholder="New field name…"
className="bg-slate-800 text-white"
/>
<Button
onClick={handleCreate}
disabled={creating || !newName.trim()}
className="bg-primary hover:bg-primary/90 text-primary-foreground shrink-0"
>
{creating ? (
<Loader2 className="size-4 animate-spin" />
) : (
<Plus className="size-4" />
)}
Add
</Button>
</div>
{/* List */}
<div className="max-h-72 overflow-y-auto rounded-md border border-slate-800">
{loading ? (
<div className="flex items-center justify-center gap-2 py-8 text-sm text-slate-500">
<Loader2 className="size-4 animate-spin" />
Loading…
</div>
) : fields.length === 0 ? (
<p className="py-8 text-center text-sm text-slate-500">
No custom fields yet.
</p>
<div className="space-y-4">
{/* Create */}
<div className="flex items-center gap-2">
<Input
value={newName}
onChange={(e) => setNewName(e.target.value)}
onKeyDown={(e) => {
if (e.key === 'Enter') {
e.preventDefault();
void handleCreate();
}
}}
placeholder="New field name…"
className="bg-slate-800 text-white"
/>
<Button
onClick={handleCreate}
disabled={creating || !newName.trim()}
className="bg-primary hover:bg-primary/90 text-primary-foreground shrink-0"
>
{creating ? (
<Loader2 className="size-4 animate-spin" />
) : (
<ul className="divide-y divide-slate-800">
{fields.map((field) => (
<FieldRow
key={field.id}
field={field}
busy={busyId === field.id}
onRename={handleRename}
onDelete={handleDelete}
/>
))}
</ul>
<Plus className="size-4" />
)}
</div>
</DialogContent>
</Dialog>
Add
</Button>
</div>
{/* List */}
<div className="max-h-72 overflow-y-auto rounded-md border border-slate-800">
{loading ? (
<div className="flex items-center justify-center gap-2 py-8 text-sm text-slate-500">
<Loader2 className="size-4 animate-spin" />
Loading…
</div>
) : fields.length === 0 ? (
<p className="py-8 text-center text-sm text-slate-500">
No custom fields yet.
</p>
) : (
<ul className="divide-y divide-slate-800">
{fields.map((field) => (
<FieldRow
key={field.id}
field={field}
busy={busyId === field.id}
onRename={handleRename}
onDelete={handleDelete}
/>
))}
</ul>
)}
</div>
</div>
);
}
@ -254,7 +265,7 @@ function FieldRow({
if (e.key === 'Enter') e.currentTarget.blur();
}}
aria-label={`Rename ${field.field_name}`}
className="h-8 border-transparent bg-transparent text-white hover:border-slate-700 focus:border-primary"
className="focus:border-primary h-8 border-transparent bg-transparent text-white hover:border-slate-700"
/>
<Button
variant="ghost"

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@ -0,0 +1,29 @@
'use client';
import { Card, CardContent } from '@/components/ui/card';
import { CustomFieldsPanel } from '@/components/contacts/custom-fields-manager';
/**
* Settings → Custom Fields. Manage the account-wide custom contact field
* catalogue (the same panel the Contacts page exposes via a dialog). Writes
* are admin-gated by the caller and enforced by `custom_fields` RLS.
*/
export function CustomFieldsSettings() {
return (
<div className="mt-4 space-y-4">
<div>
<h2 className="text-lg font-semibold text-white">Custom fields</h2>
<p className="text-sm text-slate-400">
Define extra contact fields (e.g. ZIP code, lead source). They appear
on every contact and in the “Update Contact Field” automation action.
</p>
</div>
<Card className="border-slate-700 bg-slate-900 ring-0 ring-transparent">
<CardContent className="pt-4">
<CustomFieldsPanel />
</CardContent>
</Card>
</div>
);
}