pelagia-portal/App/app/(portal)/admin/accounts/account-form.tsx
Hardik 0d17672ea9 feat(accounts): hierarchical accounting codes with 6-digit format and category tree
- Account model gains parentId (self-referential, 3 levels: TopCategory → SubCategory → Item)
- DB migration: adds parentId FK column to Account table
- Code format changed from PREFIX-NNN to 6-digit numeric (e.g. 100101)
- Seeded all 300+ accounting codes from the official chart (Rev. 01/251227) across
  7 top categories: Capital Expenses, Business Development, Office Admin, Project
  Expenses, Manning, Technical, Bunker/Lubes
- Admin Accounting Code page: collapsible tree view (top category > sub-category > items),
  inline search, Add/Edit dialogs with parent selector and 6-digit code field
- All PO forms (new, edit, import, manager-edit): accounting code dropdown now shows
  only leaf items grouped in <optgroup> by sub-category, labelled "TopCat › SubCat"
- Seed data updated: old flat account codes replaced by mapped leaf codes from new hierarchy

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-30 03:27:31 +05:30

179 lines
6.8 KiB
TypeScript

"use client";
import { useState } from "react";
import { useRouter } from "next/navigation";
import { AdminDialog } from "@/components/ui/admin-dialog";
import { createAccount, updateAccount } from "./actions";
type ParentOption = { id: string; code: string; name: string; parentId: string | null };
type AccountRow = {
id: string;
code: string;
name: string;
description: string | null;
parentId: string | null;
isActive: boolean;
};
const INPUT = "w-full rounded-lg border border-neutral-300 px-3 py-2 text-sm focus:border-primary-500 focus:outline-none focus:ring-2 focus:ring-primary-500/20";
function AccountFormFields({
account,
allAccounts,
}: {
account?: AccountRow;
allAccounts: ParentOption[];
}) {
// Only allow parent to be a top-level (parentId == null) or sub-category (parentId != null but has no grandparent)
// i.e. depth 0 or depth 1 nodes can be parents
const topLevel = allAccounts.filter((a) => a.parentId === null && (!account || a.id !== account.id));
const subLevel = allAccounts.filter((a) => a.parentId !== null && (!account || a.id !== account.id));
return (
<div className="space-y-3">
<div className="grid grid-cols-2 gap-3">
<div>
<label className="block text-xs font-medium text-neutral-700 mb-1">Code * <span className="font-normal text-neutral-400">(6 digits)</span></label>
<input
name="code"
defaultValue={account?.code}
required
maxLength={6}
pattern="\d{6}"
placeholder="e.g. 100101"
className={INPUT}
/>
</div>
<div>
<label className="block text-xs font-medium text-neutral-700 mb-1">Name *</label>
<input name="name" defaultValue={account?.name} required className={INPUT} />
</div>
</div>
<div>
<label className="block text-xs font-medium text-neutral-700 mb-1">Parent Category</label>
<select name="parentId" defaultValue={account?.parentId ?? ""} className={INPUT}>
<option value=""> Top-level category </option>
{topLevel.length > 0 && (
<optgroup label="Top categories">
{topLevel.map((a) => (
<option key={a.id} value={a.id}>{a.code} {a.name}</option>
))}
</optgroup>
)}
{subLevel.length > 0 && (
<optgroup label="Sub-categories">
{subLevel.map((a) => (
<option key={a.id} value={a.id}>{a.code} {a.name}</option>
))}
</optgroup>
)}
</select>
</div>
<div>
<label className="block text-xs font-medium text-neutral-700 mb-1">Description</label>
<input name="description" defaultValue={account?.description ?? ""} className={INPUT} placeholder="Optional" />
</div>
</div>
);
}
export function AddAccountButton({ allAccounts }: { allAccounts: ParentOption[] }) {
const router = useRouter();
const [open, setOpen] = useState(false);
const [pending, setPending] = useState(false);
const [error, setError] = useState("");
async function handleSubmit(e: React.FormEvent<HTMLFormElement>) {
e.preventDefault();
setPending(true);
setError("");
const result = await createAccount(new FormData(e.currentTarget));
if ("error" in result) { setError(result.error); setPending(false); }
else { setPending(false); setOpen(false); router.refresh(); }
}
return (
<>
<button onClick={() => setOpen(true)}
className="rounded-lg bg-primary-600 px-4 py-2.5 text-sm font-semibold text-white hover:bg-primary-700 transition-colors">
+ Add Accounting Code
</button>
<AdminDialog title="Add Accounting Code" open={open} onClose={() => setOpen(false)}>
<form onSubmit={handleSubmit} className="space-y-4">
<AccountFormFields allAccounts={allAccounts} />
{error && <p className="text-sm text-danger-700 bg-danger-50 rounded-lg px-3 py-2">{error}</p>}
<div className="flex justify-end gap-3 pt-1">
<button type="button" onClick={() => setOpen(false)}
className="rounded-lg border border-neutral-300 px-4 py-2 text-sm font-medium text-neutral-700 hover:bg-neutral-50">
Cancel
</button>
<button type="submit" disabled={pending}
className="rounded-lg bg-primary-600 px-4 py-2 text-sm font-semibold text-white hover:bg-primary-700 disabled:opacity-60">
{pending ? "Creating…" : "Create Accounting Code"}
</button>
</div>
</form>
</AdminDialog>
</>
);
}
export function EditAccountButton({
account,
allAccounts,
open: controlledOpen,
onOpenChange,
}: {
account: AccountRow;
allAccounts: ParentOption[];
open?: boolean;
onOpenChange?: (v: boolean) => void;
}) {
const router = useRouter();
const [internalOpen, setInternalOpen] = useState(false);
const [pending, setPending] = useState(false);
const [error, setError] = useState("");
const isControlled = controlledOpen !== undefined;
const open = isControlled ? controlledOpen : internalOpen;
const setOpen = isControlled ? (onOpenChange ?? (() => {})) : setInternalOpen;
async function handleSubmit(e: React.FormEvent<HTMLFormElement>) {
e.preventDefault();
setPending(true);
setError("");
const fd = new FormData(e.currentTarget);
fd.set("id", account.id);
const result = await updateAccount(fd);
if ("error" in result) { setError(result.error); setPending(false); }
else { setPending(false); setOpen(false); router.refresh(); }
}
return (
<>
{!isControlled && (
<button onClick={() => setOpen(true)}
className="rounded border border-primary-200 bg-primary-50 px-2.5 py-1 text-xs font-medium text-primary-700 hover:bg-primary-100 transition-colors">
Edit
</button>
)}
<AdminDialog title="Edit Accounting Code" open={open} onClose={() => setOpen(false)}>
<form onSubmit={handleSubmit} className="space-y-4">
<AccountFormFields account={account} allAccounts={allAccounts} />
{error && <p className="text-sm text-danger-700 bg-danger-50 rounded-lg px-3 py-2">{error}</p>}
<div className="flex justify-end gap-3 pt-1">
<button type="button" onClick={() => setOpen(false)}
className="rounded-lg border border-neutral-300 px-4 py-2 text-sm font-medium text-neutral-700 hover:bg-neutral-50">
Cancel
</button>
<button type="submit" disabled={pending}
className="rounded-lg bg-primary-600 px-4 py-2 text-sm font-semibold text-white hover:bg-primary-700 disabled:opacity-60">
{pending ? "Saving…" : "Save Changes"}
</button>
</div>
</form>
</AdminDialog>
</>
);
}