feat(booking-templates): per-company opt-in hiding of system templates (#2004)
* feat(booking-templates): per-company opt-in hiding of system templates Users cannot delete or hide the 26 standard konteringspaket, which clutter the settings panel and every template picker. Deletion stays off the table (shared global rows); instead a company can now hide individual system templates for itself only. - New booking_template_hidden table (insert=hide, delete=unhide), RLS gated on active company + write role; nothing hidden by default - POST/DELETE /api/settings/booking-templates/[id]/hide (system templates only; company/team templates keep their real delete path) - List route decorates rows with per-company is_hidden; pickers filter them out; the settings panel shows hidden ones in a collapsed restore section so hiding is never silent - Classified in full-archive-export exclusions (UI preference, not rakenskapsinformation) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL * fix(booking-templates): idempotent re-hide, system-only RLS insert, hidden filter in bulk-book Skeptic + CodeRabbit findings on #2004, one pass: - hide upsert now passes ignoreDuplicates (DO NOTHING): the table has no UPDATE policy on purpose, so the DO UPDATE conflict arm turned a concurrent re-hide into an RLS 42501/500; pg test pins the conflict shape - bth_insert policy additionally requires the referenced template to be an active system template (migration is unmerged, edited in place); negative pg test for company templates - BulkBookDialog excludes templates hidden by the company (was reading the table directly and ignoring hides) - panel shows the failure toast when the hide/unhide fetch itself rejects - picker category chips built from the hidden-filtered list Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Mattsson
co-authored by
Claude Fable 5
Claude Fable 5
parent
5720632832
commit
57d4359d1a
@@ -14,7 +14,7 @@ import {
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DialogTrigger,
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} from '@/components/ui/dialog'
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import { SettingsGroup } from '@/components/settings/SettingsRows'
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import { Loader2, Trash2, Plus, ChevronDown, Download, Upload, Pencil, Copy } from 'lucide-react'
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import { Loader2, Trash2, Plus, ChevronDown, Download, Upload, Pencil, Copy, Eye, EyeOff } from 'lucide-react'
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import { TEMPLATE_CATEGORY_LABELS, convertLibraryToBookingTemplate } from '@/lib/bookkeeping/template-library'
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import { useCanWrite } from '@/lib/hooks/use-can-write'
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import { TemplateForm } from '@/components/settings/TemplateForm'
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@@ -42,6 +42,8 @@ export function BookingTemplatesPanel() {
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// pickers can never disagree.
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const { templates, isLoading, error: templatesError } = useBookingTemplates()
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const [deletingId, setDeletingId] = useState<string | null>(null)
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const [hidingId, setHidingId] = useState<string | null>(null)
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const [showHidden, setShowHidden] = useState(false)
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const [expandedId, setExpandedId] = useState<string | null>(null)
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const [showCreate, setShowCreate] = useState(false)
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const [isExporting, setIsExporting] = useState(false)
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@@ -78,6 +80,35 @@ export function BookingTemplatesPanel() {
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}
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}
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// Hide/unhide a system template for the current company only. Opt-in per
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// company: hidden templates stay listed in the collapsed section below so
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// nothing ever disappears silently.
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async function handleToggleHidden(id: string, hide: boolean) {
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setHidingId(id)
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try {
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const res = await fetch(`/api/settings/booking-templates/${id}/hide`, {
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method: hide ? 'POST' : 'DELETE',
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})
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if (!res.ok) {
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toast({
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title: hide ? t('toast_hide_failed') : t('toast_unhide_failed'),
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variant: 'destructive',
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})
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return
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}
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void invalidateReferenceData('ref:booking-templates')
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toast({ title: hide ? t('toast_hidden') : t('toast_unhidden') })
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} catch {
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// fetch itself rejected (network); same failure toast as a non-ok status.
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toast({
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title: hide ? t('toast_hide_failed') : t('toast_unhide_failed'),
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variant: 'destructive',
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})
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} finally {
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setHidingId(null)
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}
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}
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async function handleExport() {
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// The button is disabled while a run is in flight; this also covers the
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// keyboard/double-click race before React has re-rendered it.
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@@ -132,8 +163,11 @@ export function BookingTemplatesPanel() {
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}
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}
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// Group templates by scope
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const systemTemplates = templates.filter((tt) => tt.is_system)
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// Group templates by scope. Hidden system templates get their own collapsed
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// section instead of vanishing: the hide feature is per-company and always
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// reversible from here.
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const systemTemplates = templates.filter((tt) => tt.is_system && !tt.is_hidden)
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const hiddenSystemTemplates = templates.filter((tt) => tt.is_system && tt.is_hidden)
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const teamTemplates = templates.filter((tt) => tt.team_id && !tt.is_system)
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const companyTemplates = templates.filter((tt) => tt.company_id && !tt.is_system)
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@@ -236,10 +270,67 @@ export function BookingTemplatesPanel() {
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canEdit={false}
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canCustomize={canWrite}
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onCustomize={setActiveTemplate}
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canHide={canWrite}
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onHide={(tt) => handleToggleHidden(tt.id, true)}
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hidingId={hidingId}
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entityLabels={ENTITY_LABELS}
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/>
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)}
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{/* Hidden system templates: collapsed by default, restore per row.
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Kept visible as a section so hiding is never silent. */}
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{hiddenSystemTemplates.length > 0 && (
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<SettingsGroup>
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<button
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type="button"
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onClick={() => setShowHidden((v) => !v)}
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aria-expanded={showHidden}
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className="flex items-center gap-2 px-1 text-[11px] font-medium uppercase tracking-wider text-muted-foreground"
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>
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<ChevronDown
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className={cn('h-4 w-4 shrink-0 transition-transform', !showHidden && '-rotate-90')}
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/>
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<span>{t('section_hidden')}</span>
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<span className="tabular-nums">{hiddenSystemTemplates.length}</span>
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</button>
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{showHidden && (
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<div>
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{hiddenSystemTemplates.map((tt) => (
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<div
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key={tt.id}
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className="flex items-center gap-3 border-b border-border px-1 py-3 transition-colors duration-150 hover:bg-secondary/60"
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>
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<span className="flex min-w-0 flex-1 flex-wrap items-baseline gap-x-3 gap-y-1">
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<span className="truncate text-sm text-muted-foreground">{tt.name}</span>
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<span className="text-xs text-muted-foreground">
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{TEMPLATE_CATEGORY_LABELS[tt.category]}
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{tt.entity_type !== 'all' && ` · ${ENTITY_LABELS[tt.entity_type]}`}
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</span>
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</span>
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{canWrite && (
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<Button
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variant="ghost"
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size="icon"
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onClick={() => handleToggleHidden(tt.id, false)}
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disabled={hidingId === tt.id}
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aria-label={t('unhide')}
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title={t('unhide')}
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className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
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>
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{hidingId === tt.id ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<Eye className="h-3.5 w-3.5" />
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)}
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</Button>
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)}
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</div>
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))}
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</div>
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)}
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</SettingsGroup>
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)}
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{/* Team templates */}
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{teamTemplates.length > 0 && (
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<TemplateSection
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@@ -314,8 +405,11 @@ function TemplateSection({
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canDelete,
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canEdit = false,
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canCustomize = false,
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canHide = false,
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onEdit,
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onCustomize,
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onHide,
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hidingId = null,
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entityLabels,
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}: {
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title: string
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@@ -327,8 +421,11 @@ function TemplateSection({
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canDelete: boolean
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canEdit?: boolean
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canCustomize?: boolean
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canHide?: boolean
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onEdit?: (template: BookingTemplateLibrary) => void
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onCustomize?: (template: BookingTemplateLibrary) => void
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onHide?: (template: BookingTemplateLibrary) => void
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hidingId?: string | null
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entityLabels: Record<string, string>
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}) {
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const t = useTranslations('settings_booking_templates')
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@@ -384,6 +481,23 @@ function TemplateSection({
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<Copy className="h-3.5 w-3.5" />
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</Button>
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)}
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{canHide && onHide && (
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<Button
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variant="ghost"
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size="icon"
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onClick={() => onHide(tt)}
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disabled={hidingId === tt.id}
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aria-label={t('hide')}
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title={t('hide')}
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className="h-8 w-8 shrink-0 text-muted-foreground hover:text-foreground"
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>
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{hidingId === tt.id ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<EyeOff className="h-3.5 w-3.5" />
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)}
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</Button>
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)}
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{canEdit && onEdit && (
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<Button
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variant="ghost"
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