Add accounts UI with list, create, edit, detail tabs for all sub-entities

Accounts list with paginated table, search, sort. Account detail page with
tabs for members, payment methods, tax exemptions, and processor links.
All sub-entities have create/edit dialogs and delete actions. Forms use
shared Zod schemas via react-hook-form.
This commit is contained in:
Ryan Moon
2026-03-28 07:45:52 -05:00
parent e734ef4606
commit 9abdf6c050
23 changed files with 1688 additions and 6 deletions

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import { useForm } from 'react-hook-form'
import { zodResolver } from '@hookform/resolvers/zod'
import { AccountCreateSchema } from '@forte/shared/schemas'
import type { AccountCreateInput } from '@forte/shared/schemas'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Textarea } from '@/components/ui/textarea'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import type { Account } from '@/types/account'
interface AccountFormProps {
defaultValues?: Partial<Account>
onSubmit: (data: AccountCreateInput) => void
loading?: boolean
}
export function AccountForm({ defaultValues, onSubmit, loading }: AccountFormProps) {
const {
register,
handleSubmit,
setValue,
watch,
formState: { errors },
} = useForm<AccountCreateInput>({
resolver: zodResolver(AccountCreateSchema),
defaultValues: {
name: defaultValues?.name ?? '',
email: defaultValues?.email ?? undefined,
phone: defaultValues?.phone ?? undefined,
billingMode: defaultValues?.billingMode ?? 'consolidated',
notes: defaultValues?.notes ?? undefined,
address: defaultValues?.address ?? undefined,
},
})
const billingMode = watch('billingMode')
return (
<form onSubmit={handleSubmit(onSubmit)} className="space-y-4 max-w-lg">
<div className="space-y-2">
<Label htmlFor="name">Name *</Label>
<Input id="name" {...register('name')} />
{errors.name && <p className="text-sm text-destructive">{errors.name.message}</p>}
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<Label htmlFor="email">Email</Label>
<Input id="email" type="email" {...register('email')} />
</div>
<div className="space-y-2">
<Label htmlFor="phone">Phone</Label>
<Input id="phone" {...register('phone')} />
</div>
</div>
<div className="space-y-2">
<Label>Billing Mode</Label>
<Select
value={billingMode}
onValueChange={(v) => setValue('billingMode', v as 'consolidated' | 'split')}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="consolidated">Consolidated</SelectItem>
<SelectItem value="split">Split</SelectItem>
</SelectContent>
</Select>
</div>
<div className="space-y-2">
<Label>Address</Label>
<div className="grid grid-cols-2 gap-2">
<Input placeholder="Street" {...register('address.street')} className="col-span-2" />
<Input placeholder="City" {...register('address.city')} />
<div className="grid grid-cols-2 gap-2">
<Input placeholder="State" {...register('address.state')} />
<Input placeholder="ZIP" {...register('address.zip')} />
</div>
</div>
</div>
<div className="space-y-2">
<Label htmlFor="notes">Notes</Label>
<Textarea id="notes" {...register('notes')} />
</div>
<Button type="submit" disabled={loading}>
{loading ? 'Saving...' : defaultValues ? 'Update Account' : 'Create Account'}
</Button>
</form>
)
}

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import type { Column } from '@/components/shared/data-table'
import type { Account } from '@/types/account'
import { Badge } from '@/components/ui/badge'
export const accountColumns: Column<Account>[] = [
{
key: 'name',
header: 'Name',
sortable: true,
render: (row) => <span className="font-medium">{row.name}</span>,
},
{
key: 'email',
header: 'Email',
sortable: true,
render: (row) => row.email ?? <span className="text-muted-foreground">-</span>,
},
{
key: 'phone',
header: 'Phone',
render: (row) => row.phone ?? <span className="text-muted-foreground">-</span>,
},
{
key: 'account_number',
header: 'Account #',
sortable: true,
render: (row) => row.accountNumber ?? <span className="text-muted-foreground">-</span>,
},
{
key: 'billingMode',
header: 'Billing',
render: (row) => (
<Badge variant="secondary">{row.billingMode}</Badge>
),
},
{
key: 'created_at',
header: 'Created',
sortable: true,
render: (row) => new Date(row.createdAt).toLocaleDateString(),
},
]

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import { useForm } from 'react-hook-form'
import { zodResolver } from '@hookform/resolvers/zod'
import { MemberCreateSchema } from '@forte/shared/schemas'
import type { MemberCreateInput } from '@forte/shared/schemas'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Textarea } from '@/components/ui/textarea'
import type { Member } from '@/types/account'
interface MemberFormProps {
accountId: string
defaultValues?: Partial<Member>
onSubmit: (data: Record<string, unknown>) => void
loading?: boolean
}
export function MemberForm({ accountId, defaultValues, onSubmit, loading }: MemberFormProps) {
const {
register,
handleSubmit,
formState: { errors },
} = useForm<MemberCreateInput>({
resolver: zodResolver(MemberCreateSchema),
defaultValues: {
accountId,
firstName: defaultValues?.firstName ?? '',
lastName: defaultValues?.lastName ?? '',
dateOfBirth: defaultValues?.dateOfBirth ?? undefined,
email: defaultValues?.email ?? undefined,
phone: defaultValues?.phone ?? undefined,
notes: defaultValues?.notes ?? undefined,
},
})
return (
<form onSubmit={handleSubmit(onSubmit)} className="space-y-4">
<input type="hidden" {...register('accountId')} />
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<Label htmlFor="firstName">First Name *</Label>
<Input id="firstName" {...register('firstName')} />
{errors.firstName && <p className="text-sm text-destructive">{errors.firstName.message}</p>}
</div>
<div className="space-y-2">
<Label htmlFor="lastName">Last Name *</Label>
<Input id="lastName" {...register('lastName')} />
{errors.lastName && <p className="text-sm text-destructive">{errors.lastName.message}</p>}
</div>
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<Label htmlFor="dateOfBirth">Date of Birth</Label>
<Input id="dateOfBirth" type="date" {...register('dateOfBirth')} />
</div>
<div className="space-y-2">
<Label htmlFor="memberEmail">Email</Label>
<Input id="memberEmail" type="email" {...register('email')} />
</div>
</div>
<div className="space-y-2">
<Label htmlFor="memberPhone">Phone</Label>
<Input id="memberPhone" {...register('phone')} />
</div>
<div className="space-y-2">
<Label htmlFor="memberNotes">Notes</Label>
<Textarea id="memberNotes" {...register('notes')} />
</div>
<Button type="submit" disabled={loading}>
{loading ? 'Saving...' : defaultValues ? 'Update Member' : 'Add Member'}
</Button>
</form>
)
}

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import { useForm } from 'react-hook-form'
import { zodResolver } from '@hookform/resolvers/zod'
import { PaymentMethodCreateSchema } from '@forte/shared/schemas'
import type { PaymentMethodCreateInput } from '@forte/shared/schemas'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
interface PaymentMethodFormProps {
accountId: string
onSubmit: (data: Record<string, unknown>) => void
loading?: boolean
}
export function PaymentMethodForm({ accountId, onSubmit, loading }: PaymentMethodFormProps) {
const {
register,
handleSubmit,
setValue,
watch,
formState: { errors },
} = useForm<PaymentMethodCreateInput>({
resolver: zodResolver(PaymentMethodCreateSchema),
defaultValues: {
accountId,
processor: 'stripe',
processorPaymentMethodId: '',
isDefault: false,
},
})
const processor = watch('processor')
return (
<form onSubmit={handleSubmit(onSubmit)} className="space-y-4">
<div className="space-y-2">
<Label>Processor</Label>
<Select
value={processor}
onValueChange={(v) => setValue('processor', v as 'stripe' | 'global_payments')}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="stripe">Stripe</SelectItem>
<SelectItem value="global_payments">Global Payments</SelectItem>
</SelectContent>
</Select>
</div>
<div className="space-y-2">
<Label htmlFor="pmId">Payment Method ID *</Label>
<Input id="pmId" {...register('processorPaymentMethodId')} placeholder="pm_..." />
{errors.processorPaymentMethodId && (
<p className="text-sm text-destructive">{errors.processorPaymentMethodId.message}</p>
)}
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<Label htmlFor="cardBrand">Card Brand</Label>
<Input id="cardBrand" {...register('cardBrand')} placeholder="visa" />
</div>
<div className="space-y-2">
<Label htmlFor="lastFour">Last Four</Label>
<Input id="lastFour" {...register('lastFour')} placeholder="4242" maxLength={4} />
</div>
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<Label htmlFor="expMonth">Exp Month</Label>
<Input id="expMonth" type="number" {...register('expMonth', { valueAsNumber: true })} min={1} max={12} />
</div>
<div className="space-y-2">
<Label htmlFor="expYear">Exp Year</Label>
<Input id="expYear" type="number" {...register('expYear', { valueAsNumber: true })} min={2024} max={2100} />
</div>
</div>
<Button type="submit" disabled={loading}>
{loading ? 'Saving...' : 'Add Payment Method'}
</Button>
</form>
)
}

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import { useForm } from 'react-hook-form'
import { zodResolver } from '@hookform/resolvers/zod'
import { ProcessorLinkCreateSchema } from '@forte/shared/schemas'
import type { ProcessorLinkCreateInput } from '@forte/shared/schemas'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
interface ProcessorLinkFormProps {
accountId: string
onSubmit: (data: Record<string, unknown>) => void
loading?: boolean
}
export function ProcessorLinkForm({ accountId, onSubmit, loading }: ProcessorLinkFormProps) {
const {
register,
handleSubmit,
setValue,
watch,
formState: { errors },
} = useForm<ProcessorLinkCreateInput>({
resolver: zodResolver(ProcessorLinkCreateSchema),
defaultValues: {
accountId,
processor: 'stripe',
processorCustomerId: '',
},
})
const processor = watch('processor')
return (
<form onSubmit={handleSubmit(onSubmit)} className="space-y-4">
<div className="space-y-2">
<Label>Processor</Label>
<Select
value={processor}
onValueChange={(v) => setValue('processor', v as 'stripe' | 'global_payments')}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="stripe">Stripe</SelectItem>
<SelectItem value="global_payments">Global Payments</SelectItem>
</SelectContent>
</Select>
</div>
<div className="space-y-2">
<Label htmlFor="customerId">Customer ID *</Label>
<Input id="customerId" {...register('processorCustomerId')} placeholder="cus_..." />
{errors.processorCustomerId && (
<p className="text-sm text-destructive">{errors.processorCustomerId.message}</p>
)}
</div>
<Button type="submit" disabled={loading}>
{loading ? 'Saving...' : 'Add Processor Link'}
</Button>
</form>
)
}

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import { useForm } from 'react-hook-form'
import { zodResolver } from '@hookform/resolvers/zod'
import { TaxExemptionCreateSchema } from '@forte/shared/schemas'
import type { TaxExemptionCreateInput } from '@forte/shared/schemas'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Textarea } from '@/components/ui/textarea'
interface TaxExemptionFormProps {
accountId: string
onSubmit: (data: Record<string, unknown>) => void
loading?: boolean
}
export function TaxExemptionForm({ accountId, onSubmit, loading }: TaxExemptionFormProps) {
const {
register,
handleSubmit,
formState: { errors },
} = useForm<TaxExemptionCreateInput>({
resolver: zodResolver(TaxExemptionCreateSchema),
defaultValues: {
accountId,
certificateNumber: '',
},
})
return (
<form onSubmit={handleSubmit(onSubmit)} className="space-y-4">
<div className="space-y-2">
<Label htmlFor="certNumber">Certificate Number *</Label>
<Input id="certNumber" {...register('certificateNumber')} />
{errors.certificateNumber && (
<p className="text-sm text-destructive">{errors.certificateNumber.message}</p>
)}
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<Label htmlFor="certType">Certificate Type</Label>
<Input id="certType" {...register('certificateType')} placeholder="resale" />
</div>
<div className="space-y-2">
<Label htmlFor="issuingState">Issuing State</Label>
<Input id="issuingState" {...register('issuingState')} placeholder="TX" maxLength={2} />
</div>
</div>
<div className="space-y-2">
<Label htmlFor="expiresAt">Expires</Label>
<Input id="expiresAt" type="date" {...register('expiresAt')} />
</div>
<div className="space-y-2">
<Label htmlFor="exemptNotes">Notes</Label>
<Textarea id="exemptNotes" {...register('notes')} />
</div>
<Button type="submit" disabled={loading}>
{loading ? 'Saving...' : 'Add Tax Exemption'}
</Button>
</form>
)
}

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import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from '@/components/ui/table'
import { Button } from '@/components/ui/button'
import { Skeleton } from '@/components/ui/skeleton'
import { ChevronLeft, ChevronRight, ArrowUpDown, ArrowUp, ArrowDown } from 'lucide-react'
export interface Column<T> {
key: string
header: string
sortable?: boolean
render: (row: T) => React.ReactNode
}
interface DataTableProps<T> {
columns: Column<T>[]
data: T[]
loading?: boolean
page: number
totalPages: number
total: number
sort?: string
order?: 'asc' | 'desc'
onPageChange: (page: number) => void
onSort?: (sort: string, order: 'asc' | 'desc') => void
onRowClick?: (row: T) => void
}
export function DataTable<T>({
columns,
data,
loading,
page,
totalPages,
total,
sort,
order,
onPageChange,
onSort,
onRowClick,
}: DataTableProps<T>) {
function handleSort(key: string) {
if (!onSort) return
if (sort === key) {
onSort(key, order === 'asc' ? 'desc' : 'asc')
} else {
onSort(key, 'asc')
}
}
function SortIcon({ columnKey }: { columnKey: string }) {
if (sort !== columnKey) return <ArrowUpDown className="ml-1 h-3 w-3 opacity-40" />
return order === 'asc'
? <ArrowUp className="ml-1 h-3 w-3" />
: <ArrowDown className="ml-1 h-3 w-3" />
}
if (loading) {
return (
<div className="space-y-3">
{Array.from({ length: 5 }).map((_, i) => (
<Skeleton key={i} className="h-12 w-full" />
))}
</div>
)
}
return (
<div className="space-y-4">
<div className="rounded-md border">
<Table>
<TableHeader>
<TableRow>
{columns.map((col) => (
<TableHead
key={col.key}
className={col.sortable ? 'cursor-pointer select-none' : ''}
onClick={() => col.sortable && handleSort(col.key)}
>
<span className="flex items-center">
{col.header}
{col.sortable && <SortIcon columnKey={col.key} />}
</span>
</TableHead>
))}
</TableRow>
</TableHeader>
<TableBody>
{data.length === 0 ? (
<TableRow>
<TableCell colSpan={columns.length} className="text-center py-8 text-muted-foreground">
No results found
</TableCell>
</TableRow>
) : (
data.map((row, i) => (
<TableRow
key={i}
className={onRowClick ? 'cursor-pointer' : ''}
onClick={() => onRowClick?.(row)}
>
{columns.map((col) => (
<TableCell key={col.key}>{col.render(row)}</TableCell>
))}
</TableRow>
))
)}
</TableBody>
</Table>
</div>
<div className="flex items-center justify-between text-sm text-muted-foreground">
<span>{total} total</span>
<div className="flex items-center gap-2">
<Button
variant="outline"
size="sm"
disabled={page <= 1}
onClick={() => onPageChange(page - 1)}
>
<ChevronLeft className="h-4 w-4" />
</Button>
<span>
Page {page} of {totalPages}
</span>
<Button
variant="outline"
size="sm"
disabled={page >= totalPages}
onClick={() => onPageChange(page + 1)}
>
<ChevronRight className="h-4 w-4" />
</Button>
</div>
</div>
</div>
)
}